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ISIN
US6934831099
CUSIP
693483109
Industry
Steel
IPO Date
Oct 14, 1994

Highlights

Market Cap
$21.51B
Enterprise Value
$45.42B
EPS (TTM)
₩697.72
PE Ratio
127.02
Total Revenue (TTM)
₩51.56T
Gross Profit (TTM)
₩3.80T
EBITDA (TTM)
₩4.70T
Year Range
$44.99 - $92.40
Target Price
$77.00
ROA (TTM)
0.36%
ROE (TTM)
0.69%

Share Price Chart


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POSCO Holdings Inc.

Performance

PKX Performance Chart

POSCO Holdings Inc. (PKX) is up 8.7% since the beginning of the year. At $58 per share, PKX is trading 37.4% below its 52-week high of $92. Investors who bought $1,000 worth of PKX shares 5 years ago would now be looking at an investment worth $894.


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S&P 500 Index

Returns By Period

POSCO Holdings Inc. (PKX) has returned 8.70% so far this year and 24.04% over the past 12 months. Over the last ten years, PKX has returned 5.58% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


POSCO Holdings Inc.

1D
-4.70%
1M
-22.38%
YTD
8.70%
6M
11.53%
1Y
24.04%
3Y*
-5.71%
5Y*
-2.21%
10Y*
5.58%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PKX Monthly Returns History

Based on dividend-adjusted daily data since Oct 14, 1994, PKX's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.

Historically, 52% of months were positive and 48% were negative. The best month was Jul 2023 with a return of +69.7%, while the worst month was Oct 1997 at -36.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 8 months.

On a daily basis, PKX closed higher 49% of trading days. The best single day was Oct 28, 2008 with a return of +31.1%, while the worst single day was Oct 15, 2008 at -21.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.48%17.31%-15.95%35.75%-10.71%-18.42%8.70%
20252.68%4.83%2.79%-4.21%1.42%6.11%12.68%-4.78%-4.61%10.99%-2.02%0.24%27.24%
2024-17.99%4.24%-1.85%-8.76%-5.79%-1.78%-0.46%-2.48%10.34%-14.12%-14.12%-16.00%-52.98%
202313.66%-1.49%15.10%2.05%-4.56%9.64%69.70%-12.53%-6.17%-25.36%21.81%2.05%77.86%
2022-3.00%4.92%-0.08%-4.32%1.43%-21.34%5.23%0.36%-21.41%18.49%31.54%-3.89%-3.49%
2021-12.07%11.52%18.17%12.76%-1.60%-4.17%2.89%-9.61%-1.94%-8.28%-12.79%7.47%-3.40%

Benchmark Metrics

POSCO Holdings Inc. has an annualized alpha of 0.91%, beta of 1.18, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since October 14, 1994.

  • This stock participated in 141.76% of S&P 500 Index downside but only 125.54% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
0.91%
Beta
1.18
0.26
Upside Capture
125.54%
Downside Capture
141.76%

Return for Risk

Risk / Return Rank

PKX ranks 58 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


PKX Risk / Return Rank: 5858
Overall Rank
PKX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PKX Sortino Ratio Rank: 5858
Sortino Ratio Rank
PKX Omega Ratio Rank: 5656
Omega Ratio Rank
PKX Calmar Ratio Rank: 5757
Calmar Ratio Rank
PKX Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for POSCO Holdings Inc. (PKX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PKXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.47

Sortino ratioReturn per unit of downside risk

-1.64

Omega ratioGain probability vs. loss probability

1.13

1.37

-0.24

Calmar ratioReturn relative to maximum drawdown

0.65

2.78

-2.13

Martin ratioReturn relative to average drawdown

1.73

12.44

-10.71

Dividends

Dividend History

POSCO Holdings Inc. provided a 1.51% dividend yield over the last twelve months, with an annual payout of $0.87 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.87$1.77$2.31$1.42$1.49$2.06$1.00$0.00$0.00$1.33$1.75$1.72

Dividend yield

1.51%3.32%5.32%1.50%2.74%3.54%1.61%0.00%0.00%1.70%3.32%4.85%

Monthly Dividends

The table displays the monthly dividend distributions for POSCO Holdings Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.44$0.00$0.00$0.46$0.00$0.00$0.45$0.00$0.00$0.42$0.00$1.77
2024$0.00$0.47$0.93$0.00$0.00$0.47$0.00$0.00$0.45$0.00$0.00$0.00$2.31
2023$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.48$0.00$0.00$0.00$1.42
2022$0.00$0.00$0.00$0.00$0.00$0.74$0.00$0.00$0.37$0.00$0.00$0.38$1.49
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.05$0.00$0.00$1.01$2.06

Dividend Yield & Payout


Dividend Yield

POSCO Holdings Inc. has a dividend yield of 1.51%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

POSCO Holdings Inc. has a payout ratio of 235.01%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the POSCO Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the POSCO Holdings Inc. was 82.11%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current POSCO Holdings Inc. drawdown is 54.23%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-82.11%Mar 2020
12y 5mo
18y 8moOct 2007 - now
1998 bear market1998
-70.91%Jul 1998
3y 9mo11mo 23d
4y 8moOct 1994 - Jul 1999
Dot-com crash2000–2002
-67.78%Oct 2000
9mo 21d3y 4mo
4y 1moJan 2000 - Mar 2004
2004 bear market2004
-28.30%May 2004
28d4mo 2d
5moApr 2004 - Sep 2004
2006 bear market2006
-24.65%Jun 2006
1mo 1d4mo 29d
6moMay 2006 - Nov 2006

Drawdown Indicators


PKXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-82.11%

-56.78%

-25.33%

Max Drawdown (1Y)

Largest decline over 1 year

-36.94%

-9.10%

-27.84%

Max Drawdown (3Y)

Largest decline over 3 years

-68.71%

-18.90%

-49.81%

Max Drawdown (5Y)

Largest decline over 5 years

-68.71%

-25.43%

-43.28%

Max Drawdown (10Y)

Largest decline over 10 years

-71.23%

-33.92%

-37.31%

Current Drawdown

Current decline from peak

-54.23%

-1.80%

-52.43%

Average Drawdown

Average peak-to-trough decline

-44.23%

-10.71%

-33.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.94%

2.03%

+11.91%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of POSCO Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how POSCO Holdings Inc. is priced in the market compared to other companies in the Steel industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for PKX, comparing it with other companies in the Steel industry. Currently, PKX has a P/E ratio of 127.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PKX relative to other companies in the Steel industry. Currently, PKX has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PKX in comparison with other companies in the Steel industry. Currently, PKX has a P/B value of 0.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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