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← CockpitCompetitor Analysis › 267250.KS Hd HyundaiOpen in the cockpit ↗

Hd Hyundai267250.KSCompetitor analysis, valuation and peers

South Korea · KRW·Energy›Trucks/Construction/Farm Machinery

Top holding company of the HD Hyundai group: oil refining (Oilbank), shipbuilding stake, construction and electric equipment.

Momentum laggard 9
Mkt cap
$6.46B
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$21.8M
20-day average traded
Fwd P/E
3.3×
forward earnings
ROIC−WACC
+26.2 pp
WACC 5.6%
Hurdle
n/a
no reverse DCF
Next earnings
95 days
9 Feb 2027
Close · KRW₩124,100
1D-4.5%
1W-11.9%
1M-34.5%
3M-40.5%
6M-59.9%
YTD-33.9%
1Y-40.9%
ATR %7.7%
52w lowhigh62.6% off high

What Hd Hyundai does

Top holding company of the HD Hyundai group: oil refining (Oilbank), shipbuilding stake, construction and electric equipment.

Earns as a holding company: reported results combine its own subsidiaries, with the refiner Oilbank the largest by revenue, and the dividends it receives from stakes such as the shipbuilder. The family of Chung Ju-yung, the group's founder, remains the controlling shareholder.

Products and services

  • HD Hyundai Oilbank (oil refining)
  • Stake in HD Korea Shipbuilding & Offshore Engineering
  • HD Hyundai Construction Equipment/Infracore
  • HD Hyundai Electric

Customers

  • Fuel/petrochemical buyers
  • Construction equipment dealers/end users
  • Power/electrical equipment buyers

Where it sits in the supply chain

  • Energy/Industrials
  • Diversified holding company
  • Refining, shipbuilding holdco…

What could go right

  • Refining margins (Oilbank)
  • Shipbuilding upcycle via KSOE stake

What could go wrong

  • Holdco discount
  • Oil refining margin cyclicality

Moat: none (scale). Diversified holding company; competitive position varies by subsidiary.

Headquarters: Seoul, South Korea · Founded: 1972 · Employees: 48

Named competitors

Hd Hyundai at a glance

Size Hd Hyundai (267250.KS) is a South Korea Energy company (Trucks/Construction/Farm Machinery) with a market value of $6.46B, the 64th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩124,100 on 6 Nov 2026.

Performance Over six months the shares fell 59.9%, against -8.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 18.6% over the last twelve months (peer median +3.7%); the operating margin is 15.6% (peer median 22.5%).

Valuation It trades at 3.3× forward earnings against a peer median of 10.5× (cheapest of 21).

Capital Return on invested capital runs 26.2 points above its cost of capital (5.6% WACC).

Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 90267250.KS 41
Six months, rebased to 100: Hd Hyundai against the median of its 20 peers (local-currency closes).

Hd Hyundai financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩84.1T₩72.6T₩68.9T₩62.2T₩61.8T
Revenue growth—+5%+11%+1%—
Gross profitn/a₩11.1T₩7.23T₩5.56T₩6.67T
EBITDAn/a₩9.49T₩5.99T₩4.62T₩5.91T
Net income₩3.94T₩963B₩509B₩264B₩1.41T
Free cash flown/a₩5.23T₩5.79T₩1.84T-₩271B
Capital expendituren/a₩2.29T₩1.88T₩2.23T₩2.08T
Total debtn/a₩16.7T₩17.0T₩19.9T₩19.8T

Quarterly statements and history in the cockpit →

Hd Hyundai 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

-40%-20%0%-20%0%600256NESOBOMGYNOV600968HESMHBRWFRDVISTALDSMRIGSEPL601808600985267250.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Hd Hyundai is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%5×10×15×20×600256NESOBOMGYNOV600968MTDRHBRWFRDSBMOVIST601699NFGALDSMRIGSEPL601808600985267250.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Hd Hyundai is the large dot.

Hd Hyundai competitors and peer comparison

Head to head with its named competitors (267250.KS vs 096770.KS vs 010950.KS vs 078930.KS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Hd Hyundai 267250.KS$6.46B-60%+19%16%3.3×n/a
SK Innovation 096770.KS$13.4B-25%+26%9%4.5×n/a
S-Oil 010950.KS$9.00B-21%+19%10%3.5×n/a
GS 078930.KS$5.32B-6%+9%17%3.1×-20.0%

How Hd Hyundai compares with its peers

Peer set: Same business model, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Hd Hyundai against its 20 peers (data as of 6 Nov 2026)
Measure267250.KSPeer medianRank in peer set
1-month return-34.5%-6.8%lowest of 21
6-month return-59.9%-8.6%lowest of 21
Distance from 52-week high-62.6%-25.1%lowest of 21
Revenue growth (TTM)+18.6%+3.7%4th highest of 21
Operating margin15.6%22.5%9th lowest of 21
Forward P/E3.3×10.5×cheapest of 21
ROIC minus cost of capital+26.2 pp+8.1 pp2nd highest of 21

Peer table

Peer set: Same business model, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Hd Hyundai 267250.KSSouth Korea$6.46B-60%+19%16%3.3×n/an/a
Guanghui Energy 600256.SSChina$6.47B0%-5%18%10.1×-11.4%+14.9%
Noble NEUnited States$6.53B-18%-13%11%36.8×19.0%+27.8%
South Bow SOBO.TOCanada$6.54B-8%-26%24%16.5×13.9%-25.8%
Magnolia Oil & Gas MGYUnited States$6.34B-15%+11%38%7.4×3.4%+19.4%
NOV NOVUnited States$6.26B-9%-1%6%14.8×6.8%+7.6%
CNOOC Energy Technology & Services 600968.SSChina$6.25B-7%-1%9%9.7×-14.2%+8.7%
Matador Resources MTDRUnited States$6.24B-9%+13%39%5.0×n/an/a
Hess Midstream LP HESMUnited States$6.18B-22%-1%63%10.3×-16.3%+8.2%
Harbour Energy HBR.LUnited Kingdom$6.17B-8%+17%40%5.1×n/an/a
Weatherford International WFRDUnited States$6.12B-17%-6%14%13.4×-4.0%+5.9%
SBM Offshore SBMO.ASNetherlands$6.08B-8%+1%31%6.2×-14.4%+11.3%
Vista Energy SAB de CV Sponsored ADR VISTUnited States$6.91B-12%+84%40%4.6×-13.4%+55.3%
Shanxi Lu'An Environmental Energy Development 601699.SSChina$6.03B-17%-1%10%10.9×n/an/a
National Fuel Gas NFGUnited States$6.98B-8%+13%37%10.2×-6.2%+9.1%
Ampol ALD.AXAustralia$5.95B+6%+15%6%10.8×-14.0%+15.4%
SM Energy SMUnited States$7.12B+2%+100%38%3.5×-13.6%+22.9%
Transocean RIGUnited States$5.85B-18%+4%21%19.4×3.8%+4.7%
Seplat Energy SEPL.LUnited Kingdom$7.14B+56%+25%27%19.7×-7.1%+38.0%
China Oilfield Services 601808.SSChina$7.30B-16%+3%12%14.1×-16.5%+11.7%
Huaibei Mining 600985.SSChina$5.70B-5%+9%7%11.2×-5.8%-4.7%

Questions

Who are Hd Hyundai's main competitors?
Named competitors: SK Innovation (096770.KS), S-Oil (010950.KS), GS Holdings (078930.KS). The cockpit's measured peer set (same business model, nearest in size) also includes Guanghui Energy (600256.SS), Noble (NE), South Bow (SOBO.TO), Magnolia Oil & Gas (MGY), NOV (NOV), CNOOC Energy Technology & Services (600968.SS).
Is Hd Hyundai expensive compared with its peers?
On forward p/e it trades at 3.3× against a peer median of 10.5×, cheapest of 21 in its peer set.
How has Hd Hyundai stock performed?
Over six months to 6 Nov 2026 the shares returned -59.9% against -8.6% for the median peer; over one year -40.9%.

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.