Update shared on28 Sep 2025
Fair value Increased 3.17%Kakao Pay's slight upward revision in the consensus price target appears driven by a modest increase in its future P/E ratio while revenue growth forecasts remain stable, resulting in a new fair value of ₩50,825.
What's in the News
- Kakao Pay, supported by Alipay+ and Mastercard, has launched NFC (tap-to-pay) payment for overseas transactions.
- Kakao Pay users can now make NFC payments at over 150 million Mastercard merchant locations globally, including the U.S., Europe, Japan, Southeast Asia, and Oceania.
- The new NFC option complements Kakao Pay’s existing QR code and barcode-based cross-border payment solutions.
- The NFC payment feature is available on the latest Kakao Pay app and will be added to KakaoTalk for Android, with iOS support to follow.
Valuation Changes
Summary of Valuation Changes for Kakao Pay
- The Consensus Analyst Price Target has risen slightly from ₩49264 to ₩50825.
- The Future P/E for Kakao Pay has risen slightly from 54.01x to 55.70x.
- The Consensus Revenue Growth forecasts for Kakao Pay remained effectively unchanged, moving only marginally from 11.9% per annum to 12.0% per annum.
Disclaimer
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