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Logistics arm of Hyundai Motor Group, running finished-vehicle ocean shipping, parts logistics and used-car auctions.
Logistics arm of Hyundai Motor Group, running finished-vehicle ocean shipping, parts logistics and used-car auctions.
Most revenue comes from moving Hyundai and Kia cars and parts under long-term contracts, which gives steady volume but ties results to the two carmakers' output. It also carries other manufacturers' cars and cargo on its fleet. The group's controlling Chung family and affiliates are its main shareholders.
In one line: Hyundai/Kia's captive logistics company, like a mini Ryder plus a car-carrier shipping lin.
Moat: narrow (installed base, distribution, switching costs). Long-term captive logistics contracts with Hyundai and Kia for vehicles and parts.
Headquarters: Seoul, South Korea · Founded: 2001 · Employees: 2,319
Size Hyundaiglovis (086280.KS) is a South Korea Industrials company (Air Freight/Couriers) with a market value of $10.9B, the 39th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩197,300 on 6 Nov 2026.
Performance Over six months the shares fell 13.1%, against -1.7% for the median peer and -24.5% for the South Korea market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue grew 12.5% over the last twelve months (peer median +10.8%); the operating margin is 6.3% (peer median 4.9%).
Valuation It trades at 8.7× forward earnings against a peer median of 15.8× (2nd cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -23 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.2 points above its cost of capital (6.6% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩33.0T | ₩29.6T | ₩28.4T | ₩25.7T | ₩27.0T |
| Revenue growth | — | +4% | +11% | -5% | — |
| Gross profit | n/a | ₩2.72T | ₩2.41T | ₩2.05T | ₩2.27T |
| EBITDA | n/a | ₩2.85T | ₩2.43T | ₩2.11T | ₩2.26T |
| Net income | ₩1.72T | ₩1.73T | ₩1.09T | ₩1.06T | ₩1.19T |
| Free cash flow | n/a | ₩1.91T | ₩1.18T | ₩1.93T | ₩1.22T |
| Capital expenditure | n/a | ₩623B | ₩958B | ₩321B | ₩344B |
| Total debt | n/a | ₩3.70T | ₩4.08T | ₩3.48T | ₩3.48T |
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 |
|---|---|---|---|---|---|---|
| Hyundaiglovis 086280.KS | $10.9B | -13% | +12% | 6% | 8.7× | -10.8% |
| Wallenius Wilhelmsen WAWI.OL | $7.58B | +29% | -11% | 25% | 10.4× | -6.6% |
| Nippon Yusen Kabushiki Kaisha 9101.T | $16.8B | +17% | 0% | 6% | 9.0× | 7.8% |
| Kawasaki Kisen Kaisha 9107.T | $11.0B | +17% | +11% | 8% | 9.4× | 7.3% |
| Cj Logistics 000120.KS | $1.01B | -32% | +5% | 4% | 7.8× | -4.0% |
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 | 086280.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.0% | +5.4% | 10th lowest of 21 |
| 6-month return | -13.1% | -1.7% | 6th lowest of 20 |
| Distance from 52-week high | -31.6% | -16.7% | 6th lowest of 21 |
| Revenue growth (TTM) | +12.5% | +10.8% | 8th highest of 21 |
| Operating margin | 6.3% | 4.9% | 8th highest of 21 |
| Forward P/E | 8.7× | 15.8× | 2nd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -10.8% | -0.4% | 4th least demanding of 18 |
| Growth delivered (Del g) | +12.3% | +8.5% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | -23.1 pp | -7.2 pp | 7th least demanding of 18 |
| ROIC minus cost of capital | +8.2 pp | +4.3 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hyundaiglovis 086280.KS | South Korea | $10.9B | -13% | +12% | 6% | 8.7× | -10.8% | +12.3% |
| Ryder System R | United States | $10.2B | +11% | +3% | 8% | 15.2× | 7.9% | +8.5% |
| J&T Global Express 1519.HK | Hong Kong | $11.9B | -2% | +32% | 6% | 18.6× | -3.8% | +51.4% |
| YTO Express 600233.SS | China | $9.63B | -13% | +8% | 9% | 10.3× | -12.2% | +16.6% |
| Delivery Hero DHER.DE | Germany | $12.9B | +31% | +11% | 0% | n/a | n/a | n/a |
| Delivery Hero SE TEMP DHE1.DE | Germany | $12.9B | n/a | +11% | 0% | n/a | n/a | n/a |
| Jd Logistics 2618.HK | Hong Kong | $9.10B | -29% | +29% | 3% | 6.9× | -0.4% | +23.4% |
| Grab GRAB | United States | $13.9B | -8% | +23% | 11% | 23.3× | 17.8% | +48.4% |
| Nippon Express Hldgs 9147.T | Japan | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% | +4.4% |
| C.H. Robinson CHRW | United States | $14.5B | -27% | +10% | 5% | 17.2× | 9.2% | 0.0% |
| Zto Express-w 2057.HK | Hong Kong | $15.6B | -19% | +21% | 20% | 10.2× | -1.6% | +13.5% |
| Yunnan Yuntianhua 600096.SS | China | $7.17B | -28% | -19% | 11% | 9.3× | -1.7% | -1.5% |
| Sinotrans 601598.SS | China | $6.74B | +18% | -1% | 0% | 14.8× | 4.3% | +2.7% |
| GXO Logistics GXO | United States | $6.33B | +7% | +7% | 3% | 16.0× | 20.2% | +16.3% |
| Brambles BXB.AX | Australia | $20.4B | +2% | +1% | 17% | 20.8× | 8.9% | +8.3% |
| Swiggy SWIGGY.NS | India | $5.61B | -32% | +42% | -15% | n/a | n/a | n/a |
| SG Holdings Co., Ltd. 9143.T | Japan | $5.56B | +1% | +14% | 5% | 14.0× | -2.6% | +4.6% |
| Logista Integral LOG.MC | Spain | $5.42B | +15% | +4% | 2% | 15.8× | -5.9% | +5.4% |
| S.F 002352.SZ | China | $23.9B | -7% | +6% | 5% | 15.9× | -12.9% | +14.9% |
| S.F 6936.HK | Hong Kong | $23.9B | -12% | +11% | 5% | 12.5× | -11.4% | +14.1% |
| Expeditors International EXPD | United States | $24.0B | +18% | +19% | 10% | 21.1× | 8.9% | +2.9% |