Have your own idea? Try our Stock Screener
South Korean (KOSPI) Real Estate Sector Analysis
UpdatedMay 14, 2026
DataAggregated Company Financials
Companies34
- 7D-4.1%
- 3M-7.5%
- 1Y1.3%
- YTD-4.4%
Over the last 7 days, the Real Estate industry has dropped 6.1%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 3.6%. As for the next few years, earnings are expected to grow by 4.7% per annum.
Sector Valuation and Performance
Has the South Korean Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | ₩11.4t | ₩4.8t | ₩99.7b | 12x | 113.9x | 2.4x |
| Sat, 11 Apr 2026 | ₩12.8t | ₩4.8t | ₩99.7b | 13x | 127.9x | 2.6x |
| Mon, 09 Mar 2026 | ₩12.2t | ₩5.5t | ₩150.2b | 6.9x | 80.9x | 2.2x |
| Wed, 04 Feb 2026 | ₩12.0t | ₩5.5t | ₩159.9b | 5.4x | 75x | 2.2x |
| Fri, 02 Jan 2026 | ₩11.8t | ₩5.5t | ₩159.9b | 5x | 73.7x | 2.1x |
| Sun, 30 Nov 2025 | ₩11.8t | ₩5.5t | ₩160.6b | 5.1x | 73.3x | 2.1x |
| Tue, 28 Oct 2025 | ₩11.5t | ₩5.4t | ₩96.5b | 20.2x | 119.3x | 2.1x |
| Thu, 25 Sep 2025 | ₩11.4t | ₩5.4t | ₩96.5b | 21x | 118x | 2.1x |
| Sat, 23 Aug 2025 | ₩11.1t | ₩5.5t | ₩77.4b | 29.1x | 143.4x | 2x |
| Mon, 21 Jul 2025 | ₩10.6t | ₩5.5t | ₩70.0b | 31.1x | 151.9x | 1.9x |
| Wed, 18 Jun 2025 | ₩10.3t | ₩5.5t | ₩70.0b | 32.3x | 147.7x | 1.9x |
| Fri, 16 May 2025 | ₩10.4t | ₩5.7t | ₩90.1b | 9.7x | 115.5x | 1.8x |
| Sun, 13 Apr 2025 | ₩10.0t | ₩5.7t | ₩90.1b | 9.1x | 111.5x | 1.8x |
| Tue, 11 Mar 2025 | ₩10.4t | ₩5.3t | ₩11.7b | 16.7x | 887.1x | 2x |
| Thu, 06 Feb 2025 | ₩9.7t | ₩5.3t | ₩27.9b | 15.3x | 348.4x | 1.8x |
| Sat, 04 Jan 2025 | ₩9.8t | ₩5.3t | ₩27.9b | 16.2x | 349.7x | 1.8x |
| Mon, 02 Dec 2024 | ₩9.6t | ₩5.4t | ₩29.0b | 11.2x | 329.4x | 1.8x |
| Wed, 30 Oct 2024 | ₩9.7t | ₩5.6t | ₩16.6b | 8.1x | 583.6x | 1.7x |
| Fri, 27 Sep 2024 | ₩10.2t | ₩5.6t | ₩16.0b | 8.5x | 637.5x | 1.8x |
| Sun, 25 Aug 2024 | ₩10.3t | ₩5.7t | ₩20.4b | 7.8x | 502.9x | 1.8x |
| Tue, 23 Jul 2024 | ₩10.2t | ₩6.0t | ₩192.1b | 5.9x | 53.3x | 1.7x |
| Thu, 20 Jun 2024 | ₩9.9t | ₩6.0t | ₩191.6b | 5.7x | 51.9x | 1.6x |
| Sat, 18 May 2024 | ₩10.2t | ₩6.5t | ₩265.2b | 3.6x | 38.4x | 1.6x |
| Mon, 15 Apr 2024 | ₩9.8t | ₩6.5t | ₩274.3b | 3.4x | 35.6x | 1.5x |
| Wed, 13 Mar 2024 | ₩10.1t | ₩7.0t | ₩321.7b | 3.2x | 31.5x | 1.5x |
| Fri, 09 Feb 2024 | ₩9.8t | ₩7.0t | ₩320.5b | 3.3x | 30.5x | 1.4x |
| Sun, 07 Jan 2024 | ₩9.8t | ₩7.0t | ₩320.5b | 3.4x | 30.6x | 1.4x |
| Tue, 05 Dec 2023 | ₩9.9t | ₩7.0t | ₩333.2b | 3.5x | 29.8x | 1.4x |
| Thu, 02 Nov 2023 | ₩9.2t | ₩7.2t | ₩403.8b | 3.3x | 22.8x | 1.3x |
| Sat, 30 Sep 2023 | ₩9.7t | ₩7.3t | ₩418.4b | 3.4x | 23.2x | 1.3x |
| Mon, 28 Aug 2023 | ₩9.5t | ₩7.3t | ₩458.9b | 5.4x | 20.7x | 1.3x |
| Wed, 26 Jul 2023 | ₩9.9t | ₩7.2t | ₩390.3b | 10.1x | 25.4x | 1.4x |
| Fri, 23 Jun 2023 | ₩10.5t | ₩7.2t | ₩389.6b | 10.6x | 26.9x | 1.5x |
| Sun, 21 May 2023 | ₩10.5t | ₩6.6t | ₩388.0b | 8.3x | 27.1x | 1.6x |
Price to Earnings Ratio
27.1x
Current Industry PE
- Investors are pessimistic on the South Korean Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 117x which is lower than its 3-year average PE of 148x.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 36% per year over the last three years,
- Revenues have also declined 10% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South Korean Real Estate sector?
| KR Market | 5.45% | |
| Real Estate | -4.13% | |
| Hotel and Resort REITs | 0% | 0 |
| Industrial REITs | -0.14% | |
| Specialized REITs | -0.80% | |
| Office REITs | -3.22% | |
| Residential REITs | -4.92% | |
| Retail REITs | -4.97% | |
| REITS | -5.51% | |
| Real Estate | -6.00% | |
Industry PE
- Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 52.2x.
- Analysts are expecting annual earnings growth of 4.7%, which is lower than the prior year's growth of 32.0% per year.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.3x.
Forecasted Growth
- Analysts are most optimistic on the REITS industry, expecting annual earnings growth of 4.7% over the next 5 years.
- However this is lower than its past earnings growth rate of 32% per year.
- In contrast, the REITS industry is expected to see its earnings grow by 4.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A357120 Koramco Life Infra Reit | ₩4.42k | 0.5% +₩1.9b | -2.1% | n/a |