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Trading and resource-development arm of the POSCO steel group, plus overseas gas production.
Trading and resource-development arm of the POSCO steel group, plus overseas gas production.
Trading carries most of its sales but at thin margins, since it earns a small commission or spread on large volumes of steel, raw materials and farm goods, much of it flowing to and from the POSCO group. The Myanmar offshore gas field, sold under long-term contracts to China and Myanmar, is a steadier source of profit. POSCO Holdings is the controlling shareholder.
In one line: A Mitsubishi-style trading house.
Moat: narrow (scale, distribution). Trading scale and captive POSCO group raw-material flows anchor steady volumes.
Headquarters: Seoul, South Korea · Founded: 1967 · Employees: 1,738
Size Posco International (047050.KS) is a South Korea Industrials company (Industrial Conglomerates) with a market value of $6.03B, the 68th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩48,050 on 6 Nov 2026.
Performance Over six months the shares fell 45.0%, against +7.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 7 in its peer set.
Growth Revenue grew 7.4% over the last twelve months (peer median +0.7%); the operating margin is 4.2% (peer median 15.9%).
Valuation It trades at 8.1× forward earnings against a peer median of 11.8× (cheapest of 7).
Price implies For today's price to make sense, revenue must grow about -17% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -25 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.9 points above its cost of capital (5.8% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩34.9T | ₩32.4T | ₩32.3T | ₩33.1T | ₩38.0T |
| Revenue growth | — | 0% | -3% | -13% | — |
| Gross profit | n/a | ₩1.88T | ₩1.87T | ₩1.79T | ₩1.51T |
| EBITDA | n/a | ₩1.72T | ₩1.65T | ₩1.69T | ₩1.26T |
| Net income | ₩1.03T | ₩614B | ₩515B | ₩670B | ₩590B |
| Free cash flow | n/a | ₩1.27T | ₩122B | ₩614B | ₩981B |
| Capital expenditure | n/a | ₩1.06T | ₩1.12T | ₩728B | ₩631B |
| Total debt | n/a | ₩6.95T | ₩6.31T | ₩6.21T | ₩4.86T |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Posco International 047050.KS | $6.03B | -45% | +7% | 4% | 8.1× | -16.6% |
| Mitsubishi 8058.T | $105B | -1% | +16% | 3% | 14.8× | 18.8% |
| Mitsui & 8031.T | $82.4B | -22% | +10% | 3% | 12.7× | n/a |
| Samsung C&t 028260.KS | $31.3B | -8% | +14% | 8% | 15.0× | 5.9% |
| Lx International 001120.KS | $913M | -35% | +11% | 2% | 4.6× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 047050.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.0% | +2.8% | lowest of 7 |
| 6-month return | -45.0% | +7.0% | lowest of 7 |
| Distance from 52-week high | -47.3% | -22.0% | lowest of 7 |
| Revenue growth (TTM) | +7.4% | +0.7% | 2nd highest of 7 |
| Operating margin | 4.2% | 15.9% | lowest of 7 |
| Forward P/E | 8.1× | 11.8× | cheapest of 7 |
| Growth the price implies (Req g, 7 yrs) | -16.6% | -3.7% | 2nd least demanding of 7 |
| Growth delivered (Del g) | +8.6% | +9.7% | 4th highest of 7 |
| Hurdle (Req g minus delivered) | -25.1 pp | -9.2 pp | 3rd least demanding of 7 |
| ROIC minus cost of capital | +7.9 pp | +6.4 pp | 3rd highest of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Posco International 047050.KS | South Korea | $6.03B | -45% | +7% | 4% | 8.1× | -16.6% | +8.6% |
| Cirsa Enterprises, S.A.U CIRSA.MC | Spain | $3.69B | +54% | +6% | 23% | 11.8× | -7.5% | +25.2% |
| 3M India 3MINDIA.NS | India | $3.29B | -16% | +16% | 17% | 39.8× | 28.0% | +14.3% |
| Societe BIC BB.PA | France | $2.92B | +11% | -4% | 15% | 13.4× | -11.9% | +5.1% |
| Sankyo 6417.T | Japan | $2.68B | +16% | -23% | 31% | 10.2× | -18.7% | +25.3% |
| ADEKA 4401.T | Japan | $2.53B | +3% | +5% | 11% | 11.8× | 3.6% | +5.0% |
| Jardine Matheson J36.SI | Singapore | $17.8B | -15% | -7% | 8% | 8.7× | 0.2% | +0.9% |