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Kakao
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AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Generative AI Integration Will Reshape User Experience And Increase Engagement
Key Takeaways Kakao's AI innovations are set to enhance user engagement and operational efficiency, potentially increasing revenue and lifting net margins. Expanding beyond chat-based interactions could deepen user engagement, driving higher ad revenues and overall earnings growth.
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₩47.61k
FV
17.7% undervalued
intrinsic discount
5.57%
Revenue growth p.a.
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Your Valuation for
A035720
A035720
Kakao
Your Fair Value
₩
Current Price
₩39.20k
16.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-1t
10t
2015
2018
2021
2024
2025
2027
2030
Revenue ₩10.3t
Earnings ₩72.2b
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