Update shared on17 Sep 2025
Fair value Increased 11%Analysts have raised WEBTOON Entertainment’s price target from $15.33 to $17.00, citing the enhanced Disney partnership as a key growth driver that is expected to increase user engagement, monetization, and confidence in future revenue.
Analyst Commentary
- Enhanced partnership with Disney viewed as a significant growth catalyst.
- Bullish analysts expect the new Disney agreement to boost user engagement and monetization.
- Upward revisions reflect increased confidence in future revenue streams.
- Continued expectation of strong content pipeline supporting platform growth.
- Raised targets mirror positive sentiment around expanding strategic partnerships.
What's in the News
- WEBTOON Entertainment and The Walt Disney Company agreed to a non-binding term sheet to jointly develop a new digital comics platform featuring over 35,000 archived and current titles from Disney’s portfolio, including Marvel and Star Wars, targeting wide distribution and offering perks to Disney+ subscribers.
- Disney may acquire a 2% equity interest in WEBTOON Entertainment, pending definitive agreements and customary closing conditions.
- WEBTOON launched “Video Ep” episodes, a new short-form video feature on its English platform, initially offering 20 episodes across 14 WEBTOON Originals, with dynamic motion, sound, and voice acting.
- For Q3 2025, WEBTOON expects constant currency revenue growth of 9.4% to 12.2%, or $380 million to $390 million.
- WEBTOON Entertainment was dropped from multiple Russell Growth and Small Cap indexes in late June.
Valuation Changes
Summary of Valuation Changes for WEBTOON Entertainment
- The Consensus Analyst Price Target has significantly risen from $15.33 to $17.00.
- The Net Profit Margin for WEBTOON Entertainment has significantly risen from 1.48% to 1.67%.
- The Future P/E for WEBTOON Entertainment has fallen slightly from 88.20x to 86.03x.
Disclaimer
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