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Holding company atop Korea's GS Group, spanning oil refining, convenience stores and construction.
Holding company atop Korea's GS Group, spanning oil refining, convenience stores and construction.
Collects dividends and brand fees from its group companies and consolidates the profits of subsidiaries such as GS Retail; GS Caltex, the refiner, is an equal joint venture with Chevron. Controlled by the Huh family, which split GS off from the LG group in the mid-2000s.
Moat: narrow (scale, distribution). Diversified cash flows across refining, retail and construction reduce single-sector risk.
Headquarters: Seoul, South Korea · Founded: 2004 · Employees: 96
Size GS (078930.KS) is a South Korea Industrials company (Food Retail) with a market value of $5.32B, the 74th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩76,900 on 6 Nov 2026.
Performance Over six months the shares fell 6.1%, against -51.7% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 9.2% over the last twelve months (peer median +20.5%); the operating margin is 16.9% (peer median 5.8%).
Valuation It trades at 3.1× forward earnings against a peer median of 16.1× (cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -20% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -31 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩27.3T | ₩25.2T | ₩25.2T | ₩26.0T | ₩28.6T |
| Revenue growth | — | 0% | -3% | -9% | — |
| Gross profit | ₩7.07T | ₩5.37T | ₩5.54T | ₩6.13T | ₩7.41T |
| EBITDA | ₩6.01T | ₩4.29T | ₩4.36T | ₩4.91T | ₩6.27T |
| Net income | ₩2.34T | ₩799B | ₩567B | ₩1.30T | ₩2.14T |
| Free cash flow | ₩988B | ₩301B | ₩1.16T | ₩1.95T | ₩1.87T |
| Capital expenditure | ₩1.83T | ₩1.91T | ₩1.30T | ₩1.10T | ₩878B |
| Total debt | ₩11.0T | ₩11.2T | ₩11.4T | ₩11.5T | ₩12.2T |
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 |
|---|---|---|---|---|---|---|
| GS 078930.KS | $5.32B | -6% | +9% | 17% | 3.1× | -20.0% |
| SK 034730.KS | $17.9B | +5% | +15% | 7% | 2.2× | n/a |
| Lotte 004990.KS | $1.18B | -27% | +1% | 2% | 69.5× | n/a |
| HyundaiEng&Const 000720.KS | $6.43B | -52% | -9% | 3% | 18.3× | n/a |
| S-Oil 010950.KS | $9.00B | -21% | +19% | 10% | 3.5× | n/a |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 078930.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.0% | -32.1% | 9th highest of 21 |
| 6-month return | -6.1% | -51.7% | 5th highest of 21 |
| Distance from 52-week high | -42.3% | -61.9% | 4th highest of 21 |
| Revenue growth (TTM) | +9.2% | +20.5% | 6th lowest of 21 |
| Operating margin | 16.9% | 5.8% | 2nd highest of 21 |
| Forward P/E | 3.1× | 16.1× | cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -20.0% | -4.0% | least demanding of 10 |
| Growth delivered (Del g) | +10.5% | +11.6% | 5th lowest of 10 |
| Hurdle (Req g minus delivered) | -30.5 pp | -17.0 pp | least demanding of 10 |
| ROIC minus cost of capital | +5.6 pp | -0.6 pp | 7th highest of 21 |
| EV / EBITDA | 3.5× | 8.4× | cheapest of 6 |
| Net debt / EBITDA | 1.5× | 3.4× | 2nd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| GS 078930.KS | South Korea | $5.32B | -6% | +9% | 17% | 3.1× | -20.0% | +10.5% |
| Hdhms 443060.KS | South Korea | $5.28B | -39% | +20% | 16% | 23.0× | 3.0% | +14.5% |
| LIG Defense&Aerospace 079550.KS | South Korea | $5.24B | -65% | +26% | 8% | 20.0× | n/a | n/a |
| Hyundai Rotem 064350.KS | South Korea | $5.75B | -73% | +12% | 15% | 9.7× | -4.0% | +16.0% |
| Posco International 047050.KS | South Korea | $6.03B | -45% | +7% | 4% | 8.1× | -16.6% | +8.6% |
| Rainbow Robotics 277810.KS | South Korea | $4.59B | -52% | +92% | -16% | 653.8× | n/a | n/a |
| HyundaiEng&Const 000720.KS | South Korea | $6.43B | -52% | -9% | 3% | 18.3× | n/a | n/a |
| Jusung Engineering 036930.KS | South Korea | $4.39B | +5% | -33% | 0% | 145.3× | n/a | n/a |
| Ecopro BM 247540.KS | South Korea | $6.53B | -60% | -4% | 6% | 965.8× | n/a | n/a |
| Hanwha Systems 272210.KS | South Korea | $6.93B | -57% | +30% | 6% | 82.5× | n/a | n/a |
| Doosan 000150.KS | South Korea | $7.10B | -60% | +11% | 6% | 16.1× | 15.0% | +11.6% |
| Gaon Cable 000500.KS | South Korea | $3.97B | +50% | +32% | 3% | n/a | n/a | n/a |
| Korea Aerospace 047810.KS | South Korea | $7.37B | -39% | +44% | 6% | 45.4× | n/a | n/a |
| Doosan Bobcat 241560.KS | South Korea | $3.64B | -28% | +11% | 9% | 9.0× | -13.3% | +15.5% |
| KAL 003490.KS | South Korea | $7.99B | +20% | +21% | 2% | 21.1× | n/a | n/a |
| LS 006260.KS | South Korea | $3.51B | -62% | +30% | 4% | 8.0× | n/a | n/a |
| SamsungE&A 028050.KS | South Korea | $8.73B | +14% | +19% | 11% | 13.6× | -2.1% | +6.1% |
| DWEC 047040.KS | South Korea | $3.11B | -70% | -16% | -7% | 7.7× | -4.9% | -0.2% |
| Hd Hyundai Electric 267260.KS | South Korea | $9.71B | -71% | +21% | 25% | 15.0× | 0.7% | +17.6% |
| Hanwha 000880.KS | South Korea | $2.86B | -30% | +35% | 6% | 4.5× | n/a | n/a |
| Hd Ce 267270.KS | South Korea | $2.80B | -56% | +115% | 8% | 8.6× | -9.6% | +9.6% |