Update shared on 06 Nov 2025
Fair value Decreased 0.00072%Analysts have slightly revised their price target for Boku, lowering it marginally to £3.21 per share. This adjustment is based on modest improvements in the discount rate and expected future profitability.
What's in the News
- Boku reaffirmed earnings guidance for full year 2025. The company projects year-on-year revenue growth to be at least in line with the first half's 27% rate and expects revenue to reflect the upgraded post-trading update consensus (Key Developments).
- The company repurchased 5,815,000 shares from January to June 2025 for £12.3 million, completing the buyback of 9,815,000 shares at a total cost of £21.74 million under its ongoing program (Key Developments).
- Boku announced a strategic partnership with Canva to expand Canva’s reach in Asia and Europe using localized payment solutions. This includes the launch of Vietnam’s MoMo digital wallet within Canva’s platform, with further integrations planned for 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Lowered marginally from £3.21 to £3.21 per share, reflecting a very minor adjustment.
- Discount Rate: Decreased from 7.03% to 6.83%, indicating a slightly more favorable risk environment in the valuation model.
- Revenue Growth: Remains unchanged at 22.64%, with no update to future expectations for top-line expansion.
- Net Profit Margin: Steady at 15.12%, with no material revision to anticipated profitability.
- Future P/E: Reduced from 47.46x to 46.09x, representing a modestly lower valuation multiple on projected earnings.
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