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Lotte Group's car and equipment rental/leasing company, offering long-term auto leasing and used-car sales in Korea.
Lotte Group's car and equipment rental/leasing company, offering long-term auto leasing and used-car sales in Korea.
Buys vehicles with borrowed money and leases them to corporate fleets and individuals on multi-year contracts, earning a monthly fee that covers financing, maintenance and depreciation. Resale of returned cars adds a variable amount, so used-car prices and funding costs matter.
Moat: narrow (scale, brand). Large fleet scale and Lotte Group distribution support pricing and residual-value management.
Headquarters: Seoul, South Korea · Founded: 2004 · Employees: 1,326
Size LOTTE rental (089860.KS) is a South Korea Financials company (Finance/Rental/Leasing) with a market value of $1.56B, the 160th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩58,400 on 6 Nov 2026.
Performance Over six months the shares gained 73.5%, against -5.1% for the median peer and -24.5% for the South Korea market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 3.7% over the last twelve months (peer median +5.8%); the operating margin is 11.3% (peer median 14.6%).
Valuation It trades at 1.34× book value against a peer median of 1.54× (9th cheapest of 21).
Price implies The share price implies a return on equity of about 6.3%; LOTTE rental delivers 7.7%, so the price asks less than the business earns today.
Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩2.98T | ₩2.92T | ₩2.79T | ₩2.75T | ₩2.74T |
| Revenue growth | — | +5% | +1% | 0% | — |
| Gross profit | ₩937B | ₩899B | ₩862B | ₩871B | ₩876B |
| EBITDA | ₩1.42T | ₩1.39T | ₩1.36T | ₩1.38T | ₩1.38T |
| Net income | ₩118B | ₩128B | ₩107B | ₩120B | ₩94.4B |
| Free cash flow | -₩420B | -₩523B | ₩310B | ₩478B | -₩478B |
| Capital expenditure | ₩11.1B | ₩21.0B | ₩24.0B | ₩66.0B | ₩65.1B |
| Total debt | ₩4.88T | ₩4.53T | ₩4.16T | ₩4.28T | ₩4.61T |
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.
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 | 089860.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.8% | -0.5% | 6th highest of 21 |
| 6-month return | +73.5% | -5.1% | highest of 21 |
| Return on equity | 7.7% | 6.9% | 10th highest of 21 |
| Price / book | 1.34× | 1.54× | 9th cheapest of 21 |
| Trailing P/E | 17.9× | 13.7× | 7th most expensive of 18 |
| ROE the price implies | 6.3% | 14.1% | 5th least demanding of 21 |
| ROE delivered | 7.7% | 9.6% | 10th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| LOTTE rental 089860.KS | South Korea | $1.56B | +74% | +4% | 8% | 1.34× | 6.3% | 7.7% |
| Sammaan Capital SAMMAANCAP.NS | India | $1.61B | -13% | -60% | -35% | 0.80× | 14.2% | n/a |
| Metro Bank MTRO.L | United Kingdom | $1.63B | +22% | +1% | 4% | 0.94× | 12.1% | 4.3% |
| PROG PRG | United States | $1.47B | +4% | +10% | 17% | 1.82× | 23.0% | 17.3% |
| Greatoo Intelligent Equipment 002031.SZ | China | $1.68B | -11% | -20% | -13% | 6.07× | 54.9% | -13.5% |
| Upbound UPBD | United States | $1.41B | +29% | +3% | 16% | 1.88× | 23.5% | 15.5% |
| Zigup ZIG.L | United Kingdom | $1.41B | +14% | +3% | 7% | 0.96× | 12.8% | 7.1% |
| Zip ZIP.AX | Australia | $1.74B | -17% | +24% | 17% | 3.74× | 66.6% | 16.8% |
| Duskin 4665.T | Japan | $1.40B | +20% | +3% | 7% | 1.43× | 5.4% | 6.7% |
| IFCI IFCI.NS | India | $1.75B | -4% | -3% | 2% | 1.85× | 36.2% | n/a |
| EZCORP EZPW | United States | $1.75B | -15% | +29% | 15% | 1.51× | 11.5% | 14.7% |
| Atlanticus ATLC | United States | $1.38B | +8% | +84% | 23% | 1.97× | 24.5% | 22.9% |
| Haitong Unitrust International Financial Leasing 1905.HK | Hong Kong | $1.38B | +57% | -20% | 6% | 0.52× | 4.2% | 6.5% |
| Zhejiang Haikong Nanke Huatie Digital Technology 603300.SS | China | $1.34B | -31% | +12% | 5% | 1.29× | 9.8% | 5.3% |
| Walker & Dunlop WD | United States | $1.34B | -28% | +9% | 2% | 0.76× | 10.0% | 2.2% |
| Five-Star Business Finance FIVESTAR.NS | India | $1.33B | -10% | +9% | 15% | 1.59× | 22.3% | 15.2% |
| CreditAccess Grameen CREDITACC.NS | India | $1.84B | -27% | +17% | 20% | 1.95× | 20.5% | 19.7% |
| Taiwan Acceptance 9941.TW | Taiwan | $1.31B | -6% | -3% | 12% | 1.10× | 3.8% | 12.2% |
| Federal Agricultural Mortgage AGM | United States | $1.90B | 0% | +31% | 13% | 1.56× | 14.0% | 13.5% |
| Altus AIF.TO | Canada | $1.26B | +15% | -7% | -2% | 5.50× | 28.5% | -2.2% |
| AEON Financial Service 8570.T | Japan | $1.95B | -9% | +8% | 5% | 0.67× | 5.2% | 4.9% |