Update shared on 11 Dec 2025
Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation.
What's in the News
- Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing)
- New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance)
Valuation Changes
- The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.
- The discount rate has fallen slightly from about 8.68 percent to around 8.67 percent, suggesting a marginal reduction in perceived risk or funding costs.
- Revenue growth is effectively unchanged at roughly 8.80 percent, reflecting a stable outlook for top line expansion.
- The net profit margin is effectively flat at about 9.35 percent, indicating no meaningful shift in long term profitability expectations.
- The future P/E ratio has edged down slightly from approximately 45.51x to 45.49x, implying a marginally lower valuation multiple on projected earnings.
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