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Lgelectronics066570.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Electronics/Appliances

Korean maker of home appliances and TVs, with a fast-growing vehicle-component and B2B/AI solutions business.

≈ Korea's Whirlpool plus Sony electronics, with a growing auto-parts arm.Momentum neutral 57
Mkt cap
$17.3B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$86.3M
20-day average traded
Fwd P/E
11.3×
forward earnings
ROIC−WACC
+1.2 pp
WACC 8.9%
Hurdle
-13 pp
Req g minus delivered
Official | Implied
BBB+ / —
agencies · bond market
Next earnings
83 days
28 Jan 2027
Close · KRW₩138,600
1D-2.9%
1W-8.0%
1M-33.4%
3M-16.2%
6M-1.6%
YTD+52.0%
1Y+56.9%
ATR %7.0%
52w lowhigh68.4% off high

What Lgelectronics does

Korean maker of home appliances and TVs, with a fast-growing vehicle-component and B2B/AI solutions business.

Appliances are the larger profit contributor, while TVs sell in volume on thin margins, and the company now treats vehicle components and business products such as commercial air conditioning as growth pillars. Sells through retailers and directly worldwide. Holding company LG Corp is the largest shareholder.

In one line: Korea's Whirlpool plus Sony electronics, with a growing auto-parts arm..

Products and services

  • Home appliances (refrigerators, washers, ACs)
  • TVs/home entertainment
  • Vehicle component solutions (infotainment, EV parts)
  • B2B/AI business solutions

Customers

  • global retail consumers
  • automakers (vehicle-solutions segment)
  • commercial/B2B buyers

Where it sits in the supply chain

  • Consumer electronics
  • Appliances, TVs, auto components
  • Home appliances, TVs/displays, vehicle…

What could go right

  • Premium appliance/OLED TV demand
  • Automotive component order backlog growth

What could go wrong

  • Chinese appliance/TV price competition
  • Consumer discretionary spending cycle

Moat: narrow (brand, scale, distribution). Strong global appliance/TV brand and distribution, but competes on price and innovation against Samsung and Chinese brands.

Headquarters: Seoul, South Korea · Founded: 1958 · Employees: 34,144

Named competitors

Lgelectronics at a glance

Size Lgelectronics (066570.KS) is a South Korea Information Technology company (Electronics/Appliances) with a market value of $17.3B, the 22nd largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩138,600 on 6 Nov 2026.

Performance Over six months the shares fell 1.6%, against -8.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 4th highest of 8 in its peer set.

Growth Revenue grew 8.1% over the last twelve months (peer median +3.5%); the operating margin is 4.1% (peer median 8.9%).

Valuation It trades at 11.3× forward earnings against a peer median of 24.9× (3rd cheapest of 8).

Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -13 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.2 points above its cost of capital (8.9% WACC).

Credit Lgelectronics has 1 bond outstanding ($500M), rated BBB+ by the agencies.

Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).

Relative performance

10020011 May 202611 Aug 20266 Nov 2026066570.KS 97Peer median 89
Six months, rebased to 100: Lgelectronics against the median of its 7 peers (local-currency closes).

Lgelectronics financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩95.2T₩89.2T₩87.7T₩82.3T₩83.5T
Revenue growth—+2%+7%-1%—
Gross profitn/a₩21.8T₩22.1T₩20.3T₩19.5T
EBITDAn/a₩6.08T₩6.96T₩6.86T₩6.51T
Net income₩1.36T₩961B₩368B₩713B₩1.20T
Free cash flown/a₩1.67T₩1.49T₩2.64T-₩8.98B
Capital expendituren/a₩3.91T₩3.67T₩4.14T₩3.75T
Total debtn/a₩14.0T₩15.2T₩14.5T₩12.1T

Quarterly statements and history in the cockpit →

Lgelectronics 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

-50%-25%0%+25%-60%-40%-20%0%018260042700003550009150307950064400011070066570.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Lgelectronics is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%+20%20×40×018260042700003550009150307950064400011070066570.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lgelectronics is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%018260042700003550009150307950064400011070066570.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. Lgelectronics is the large dot.

Lgelectronics competitors and peer comparison

Head to head with its named competitors (066570.KS vs 005930.KS vs WHR vs 6758.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Lgelectronics 066570.KS$17.3B-2%+8%4%11.3×-4.5%
SamsungElec 005930.KS$886B-14%+88%46%4.0×-7.2%
Whirlpool WHR$2.01B-32%-6%2%n/an/a
Sony 6758.T$156B+33%+1%13%18.7×3.4%
Haier Smart Home 600690.SS$28.0B0%-8%7%11.1×-5.9%
Panasonic 6752.T$44.5B-6%+4%8%13.5×9.8%

How Lgelectronics compares with its peers

Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Lgelectronics against its 7 peers (data as of 6 Nov 2026)
Measure066570.KSPeer medianRank in peer set
1-month return-33.4%-27.3%4th lowest of 8
6-month return-1.6%-8.6%4th highest of 8
Distance from 52-week high-68.4%-62.1%3rd lowest of 8
Revenue growth (TTM)+8.1%+3.5%4th highest of 8
Operating margin4.1%8.9%2nd lowest of 8
Forward P/E11.3×24.9×3rd cheapest of 8
Growth the price implies (Req g, 7 yrs)-4.5%13.0%least demanding of 8
Growth delivered (Del g)+9.0%+12.2%4th lowest of 8
Hurdle (Req g minus delivered)-13.4 pp+5.5 pp2nd least demanding of 8
ROIC minus cost of capital+1.2 pp-2.5 pp3rd highest of 8

Peer table

Peer set: Sector in the same market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Lgelectronics 066570.KSSouth Korea$17.3B-2%+8%4%11.3×-4.5%+9.0%
Samsung Sds 018260.KSSouth Korea$12.4B+31%+2%5%24.9×13.0%+4.8%
HANMISemi 042700.KSSouth Korea$11.3B-56%-20%42%54.4×41.7%+17.5%
LG Corp. 003550.KSSouth Korea$9.77B-9%+3%11%10.9×6.6%+12.2%
SamsungElecMech 009150.KSSouth Korea$47.2B+5%+22%12%38.7×42.8%+7.9%
HyundaiAutoever 307950.KSSouth Korea$5.49B-40%+16%5%35.7×27.6%+22.2%
LG Cns 064400.KSSouth Korea$5.29B+14%+4%9%15.5×5.6%+7.2%
LG Innotek 011070.KSSouth Korea$4.62B-54%+20%4%9.6×-0.3%+18.1%

Lgelectronics bonds and credit

Lgelectronics has 1 bond outstanding with $500M face value. The agencies rate it BBB+.

Every bond, yield and spread in the cockpit →

Questions

Who are Lgelectronics's main competitors?
Named competitors: Samsung Electronics (005930.KS), Whirlpool (WHR), Sony Group (6758.T), Haier Smart Home (600690.SS), Panasonic Holdings (6752.T). The cockpit's measured peer set (sector in the same market, nearest in size) also includes Samsung Sds (018260.KS), HANMISemi (042700.KS), LG Corp. (003550.KS), SamsungElecMech (009150.KS), HyundaiAutoever (307950.KS), LG Cns (064400.KS).
Is Lgelectronics expensive compared with its peers?
On forward p/e it trades at 11.3× against a peer median of 24.9×, 3rd cheapest of 8 in its peer set. For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -13 pp: the price already allows for a slowdown.
How has Lgelectronics stock performed?
Over six months to 6 Nov 2026 the shares returned -1.6% against -8.6% for the median peer; over one year +56.9%.

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.