Stock Deep Dive · 2026-07-30
LG Energy Solution (373220) closed at ₩320,000, up 6.49% on the day. Year-to-date return is -13.2%, sitting at 12% of its 52-week range. Earnings for the quarter were reported on 2026-07-30. Listed in Seoul — for USD-based investors, KRW moves add an FX layer on top of the stock’s local return.
|
Close
₩320,000
+6.49% · YTD -13.2%
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Market Cap
₩74.88T
Electrical Equipment & Parts
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Forward P/E
36.9x
PER -46.7x
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52-wk Range
12%
High ₩527,000 · Low ₩290,500
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🔍 At a Glance
LG Energy Solution just popped 6.49% on a Q2 print that paired a swing to loss with an ESS-driven revenue jump and a headline-grabbing major U.S. battery storage deal — bulls point to the 30-analyst “buy” consensus and an average target of ₩508,233 (up to ₩620,000), well above the current ₩320,000. Bears note the stock still sits near 52-week lows (12% of its range), down 31.4% over three months and 13.2% YTD, with a negative ROE (-3.6%) and negative trailing PER underscoring genuine profitability strain.
🏢 How It Makes Money
As a LG Chem subsidiary within the LG chaebol, LG Energy Solution makes pouch-type EV battery cells, modules and BMS, plus mobility/IT batteries (phones, power tools, e-bikes) and energy storage systems for grids and commercial use, operating across Korea, China, and the U.S. TTM revenue is ₩23.50T with a slim 3.2% operating margin and quarterly revenue still down 2.5% YoY, showing the business is recovering but not yet firing on all cylinders.
📈 Quarterly Results — Is Business Growing?
| Quarter | Revenue | Op. Income | Net Income | Op. Margin |
|---|---|---|---|---|
| 25Q1 | ₩6.72T | ₩374.7B | ₩-145.7B | 5.6% |
| 25Q2 | ₩5.57T | ₩492.2B | ₩-297.4B | 8.8% |
| 25Q3 | ₩5.70T | ₩601.3B | ₩247.2B | 10.5% |
| 25Q4 | ₩6.14T | ₩-122.0B | ₩-876.8B | -2.0% |
| 26Q1 | ₩6.55T | ₩-207.8B | ₩-676.0B | -3.2% |
Latest-quarter revenue down -2.5% versus the same quarter a year ago.
💡 Korea Market 101
⚖️ Valuation — Cheap or Expensive?
| Metric | Value | How to read it |
|---|---|---|
| P/E (trailing) | -46.7x | Price vs last 12 months’ earnings |
| P/E (forward) | 36.9x | Price vs next 12 months’ expected earnings — growth hopes baked in |
| P/S | 3.1x | Price vs revenue — for high-growth names with thin profits |
| P/B | 3.7x | Price vs book value — below 1x means priced under liquidation value |
| EV/EBITDA | 22.7x | Enterprise value (incl. debt) vs cash generation |
Peer comparison
| Name | Mkt Cap | P/E | Fwd P/E | P/S |
|---|---|---|---|---|
| LG Energy Solution | ₩74.88T | — | 36.9x | 3.2x |
| SAMSUNG SDI CO.,LTD. | ₩28.21T | — | 20.4x | 2.1x |
| ECOPROBM | ₩9.44T | — | 97.9x | 3.8x |
💡 Korea Market 101
🎯 Street Consensus
- Price target (mean): ₩508,233
- Target high / low: ₩620,000 / ₩300,000
- Implied upside: +58.8%
- Rating: Buy (1.8/5)
- Analysts covering: 30
- Last earnings: 2026-07-30 — reported
💡 Korea Market 101
📉 Price Action — Technical Check
| Indicator | Value | How to read it |
|---|---|---|
| RSI (14d) | 52.1 | Above 70 overbought · below 30 oversold |
| vs 60-day MA | -16.6% | Above/below the medium-term trend |
| vs 200-day MA | -21.0% | Above/below the long-term trend |
| Golden/death cross | 50-day below 200-day (bearish alignment) | 50-day MA crossing above (golden) or below (death) the 200-day |
| Volume (vs 20d avg) | 1.5x | 2x+ means a spike in market attention |
💡 Korea Market 101
📰 Recent News
- LG Energy Solution Q2 2026 slides show ESS surge, profit recovery — Investing.com
- LG Energy Solution Swings to Loss in Q2, Revenue Jumps; Shares Rise 6% — marketscreener.com
- LG Energy Solution Ltd. Revenue Breakdown – KRX:373220 — TradingView
- LG Energy Solution’s shares surge as much as 16% after landing major U.S. battery storage deal — CNBC
- Shares are falling as LG Energy Solution released a second-quarter performance that fell short of ma.. — 매일경제
- LG Energy Solution Thrives, SK On Struggles — 조선일보
💡 Korea Market 101
🔭 Scenarios & What to Watch
Watch whether the ESS surge and the new U.S. storage contract translate into sustained margin recovery rather than one-off gains — the swing back to loss this quarter is a red flag worth confirming isn’t structural. Elevated forward PER (36.9) and EV/EBITDA (22.7) suggest the market is pricing a turnaround; disappointment at the next earnings release could weigh on shares. USD-based investors should also track KRW/USD moves given the stock’s KOSPI listing and global battery supply chain exposure.
💡 Korea Market 101
📚 All stock analysis · More on LG Energy Solution · Market report for this session
Stock report · published 2026-07-30 16:00 KST
For information only — a summary of public data, not a recommendation to buy or sell any security. Source data (Yahoo Finance and others) may be delayed or contain errors. All investment decisions are your own responsibility.
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