Loading…

LG H&h051900.KSCompetitor analysis, valuation and peers

South Korea · KRW·Consumer Staples›Household/Personal Care

Major Korean cosmetics and household/health products maker (Whoo, Ohui, toiletries, beverages), rival to Amorepacific.

Momentum strong 62
Mkt cap
$2.56B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$9.72M
20-day average traded
Fwd P/E
18.5×
forward earnings
ROIC−WACC
-2.6 pp
WACC 5.4%
Hurdle
+4 pp
Req g minus delivered
Next earnings
89 days
3 Feb 2027
Close · KRW₩234,000
1D-2.1%
1W-9.8%
1M-13.7%
3M-19.7%
6M-7.9%
YTD-9.1%
1Y-18.0%
ATR %5.1%
52w lowhigh30.2% off high

What LG H&h does

Major Korean cosmetics and household/health products maker (Whoo, Ohui, toiletries, beverages), rival to Amorepacific.

Sells cosmetics through department stores, duty-free shops and China, with the luxury Whoo line the profit anchor; household goods and a beverage business that bottles and sells Coca-Cola drinks in Korea give steadier cash. LG Corp is the controlling shareholder.

Products and services

  • Cosmetics (Whoo, Ohui)
  • Household products (detergents, toiletries)
  • Beverages (Coca-Cola bottling)

Customers

  • Department stores/duty-free
  • Mass retail
  • Beverage distributors

Where it sits in the supply chain

  • Consumer staples
  • Cosmetics, household and health…
  • Retail/duty-free distribution

What could go right

  • China luxury-cosmetics recovery
  • Non-China market diversification

What could go wrong

  • China consumer/duty-free demand swings
  • Cosmetics price competition

Moat: narrow (brand, distribution). Whoo is a top luxury K-beauty brand with strong China/duty-free distribution.

Headquarters: Seoul, South Korea · Founded: 1947 · Employees: 4,013

Named competitors

LG H&h at a glance

Size LG H&h (051900.KS) is a South Korea Consumer Staples company (Household/Personal Care) with a market value of $2.56B, the 114th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩234,000 on 6 Nov 2026.

Performance Over six months the shares fell 7.9%, against -3.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue fell 3.2% over the last twelve months (peer median +3.5%); the operating margin is 3.3% (peer median 10.4%).

Valuation It trades at 18.5× forward earnings against a peer median of 21.0× (9th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 2.6 points below its cost of capital (5.4% WACC).

Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 97051900.KS 84
Six months, rebased to 100: LG H&h against the median of its 20 peers (local-currency closes).

LG H&h financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩6.28T₩6.36T₩6.81T₩6.80T₩7.19T
Revenue growth—-7%0%-5%—
Gross profitn/a₩3.02T₩3.43T₩3.48T₩3.85T
EBITDAn/a₩410B₩715B₩757B₩999B
Net income-₩81.0B-₩100B₩189B₩143B₩237B
Free cash flown/a₩368B₩397B₩507B₩340B
Capital expendituren/a₩94.6B₩147B₩164B₩166B
Total debtn/a₩219B₩441B₩347B₩443B

Quarterly statements and history in the cockpit →

LG H&h competitor charts

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.

Performance: 6-month against 1-month return

-25%0%+25%+50%-20%0%+20%GILLETTE300888PGHH23672698603605492219282049121044496749271618906993300957COTYEMAMILTDITP6003157956051900.KS6-month return →1-month return →
Up and to the right = strong over both horizons. LG H&h is the large dot.

Fundamentals: revenue growth against valuation

-5%0%+5%+10%+15%20×40×GILLETTE300888PGHH23672698603605492219282049121044496749271618906993300957COTYEMAMILTDITP6003157956051900.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. LG H&h is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%GILLETTE300888PGHH236726986036054912104449674927161890300957COTYEMAMILTDITP6003157956051900.KSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. LG H&h is the large dot.

LG H&h competitors and peer comparison

Head to head with its named competitors (051900.KS vs 090430.KS vs 192820.KS vs EL)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
LG H&h 051900.KS$2.56B-8%-3%3%18.5×-0.1%
Amorepacific 090430.KS$6.03B-1%+10%9%23.8×4.0%
Cosmax 192820.KS$2.13B+21%+16%8%16.6×n/a
Estée Lauder Companies (The) EL$39.9B+28%+6%13%31.1×16.8%
L'Oreal OR.PA$268B+25%+3%21%32.8×18.1%

How LG H&h compares with its peers

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.

LG H&h against its 20 peers (data as of 6 Nov 2026)
Measure051900.KSPeer medianRank in peer set
1-month return-13.7%+3.1%3rd lowest of 21
6-month return-7.9%-3.3%9th lowest of 21
Distance from 52-week high-30.2%-24.1%8th lowest of 21
Revenue growth (TTM)-3.2%+3.5%3rd lowest of 21
Operating margin3.3%10.4%3rd lowest of 21
Forward P/E18.5×21.0×9th cheapest of 21
Growth the price implies (Req g, 7 yrs)-0.1%4.5%9th least demanding of 18
Growth delivered (Del g)-4.1%+5.6%lowest of 18
Hurdle (Req g minus delivered)+4.0 pp-3.2 pp6th most demanding of 18
ROIC minus cost of capital-2.6 pp+5.5 pp4th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
LG H&h 051900.KSSouth Korea$2.56B-8%-3%3%18.5×-0.1%-4.1%
Gillette India GILLETTE.NSIndia$2.56B-7%+8%28%33.0×16.0%+13.0%
Winner Medical 300888.SZChina$2.69B-2%+4%11%20.9×-4.3%-2.6%
Procter & Gamble Hygiene & Health Care PGHH.NSIndia$2.40B-29%-2%24%27.3×15.4%+7.4%
Giant Biogene 2367.HKHong Kong$2.76B-34%-10%32%9.7×-8.0%+34.9%
Softcare 2698.HKHong Kong$2.20B-5%+25%25%14.4×8.7%+20.9%
Proya Cosmetics 603605.SSChina$2.97B-19%+2%13%11.1×-4.8%+23.1%
KOSE 4922.TJapan$2.16B+7%+3%4%27.2×n/an/a
Cosmax 192820.KSSouth Korea$2.13B+21%+16%8%16.6×n/an/a
Lion 4912.TJapan$3.19B+21%+6%8%19.9×-2.4%+3.5%
Hengan Int'l 1044.HKHong Kong$3.28B-16%+2%11%9.1×-8.8%-0.1%
Kobayashi Pharmaceutical 4967.TJapan$3.29B+20%+4%6%50.2×17.6%+1.9%
Pola Orbis 4927.TJapan$1.96B+8%+1%10%28.8×-3.1%-0.7%
Kolmar Korea 161890.KSSouth Korea$1.89B+23%+13%10%13.0×-0.9%+15.5%
Blue Moon 6993.HKHong Kong$1.88B-15%-2%-2%93.6×n/an/a
Yunnan Botanee Bio-Technology 300957.SZChina$1.84B-28%+7%9%21.2×4.5%+15.3%
Coty COTYUnited States$3.57B+64%-1%5%13.3×11.3%+4.6%
Emami EMAMILTD.NSIndia$1.80B-15%+3%20%21.4×21.7%+5.6%
Interparfums ITP.PAFrance$3.65B+72%-4%18%27.5×15.9%+19.6%
Shanghai Jahwa United 600315.SSChina$1.74B-13%+9%2%18.1×17.1%-2.1%
Pigeon 7956.TJapan$1.66B+30%+7%13%26.3×-1.3%+1.9%

Questions

Who are LG H&h's main competitors?
Named competitors: AMOREPACIFIC (090430.KS), COSMAX (192820.KS), Estee Lauder (EL), L'Oreal (OR.PA). The cockpit's measured peer set (industry) also includes Gillette India (GILLETTE.NS), Winner Medical (300888.SZ), Procter & Gamble Hygiene & Health Care (PGHH.NS), Giant Biogene (2367.HK), Softcare (2698.HK), Proya Cosmetics (603605.SS).
Is LG H&h expensive compared with its peers?
On forward p/e it trades at 18.5× against a peer median of 21.0×, 9th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has LG H&h stock performed?
Over six months to 6 Nov 2026 the shares returned -7.9% against -3.3% for the median peer; over one year -18.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.