AI And Automation Will Expand Horizons In Korea And Taiwan

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Aug 24

Updated

06 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

13.5%

7D

0.8%

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1Y

13.5%

7D

0.8%

You can edit this narrative until Dec 7 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$36.2325.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Increased 0.66%

CPNG: Korea Unit Economics Will Drive Future Share Price Momentum

Analysts have nudged their fair value estimate for Coupang modestly higher to about $36 per share from roughly $36 previously, reflecting revised post Q3 growth and profitability assumptions and reinforced by recent $40 Street price targets. Analyst Commentary Recent Street commentary has generally skewed positive, with multiple firms lifting or initiating price targets around $40.

Shared on 22 Nov 25

Fair value Increased 0.66%

CPNG: Taiwan Market Expansion Will Drive Share Price Momentum Forward

Analysts have modestly increased their fair value estimate for Coupang to $35.99 from $35.75. They cite recent positive price target revisions and sustained optimism following the company's quarterly results.

Shared on 06 Nov 25

Fair value Increased 3.56%

CPNG: International Expansion Will Drive Performance Amid Stable Regional Competition

Analysts have raised their fair value estimate for Coupang to $35.75, up from $34.52. They cite improved profit margin forecasts and continued international expansion as reasons for the increase.

Shared on 19 Sep 25

Fair value Increased 1.00%

Coupang's consensus price target saw a modest increase to $34.52, as stronger revenue growth expectations outweighed a slight decline in net profit margin. What's in the News Coupang completed no share repurchases and spent $0 million under its latest buyback program.

Shared on 07 Aug 25

Fair value Increased 3.60%

With Coupang’s future P/E and net profit margin both remaining essentially unchanged, analyst sentiment appears stable, resulting in no meaningful shift to the consensus price target, which holds at $32.99. What's in the News Coupang completed no share repurchases, with 0 shares bought back for $0 million under the most recent buyback program.

Shared on 07 May 25

Fair value Increased 10%

Shared on 30 Apr 25

Fair value Decreased 1.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 3.34%

AnalystConsensusTarget has increased profit margin from 3.0% to 4.6% and decreased future PE multiple from 50.5x to 32.4x.

AnalystConsensusTarget Fair Value

US$36.23

25.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

11.73%

General Merchandise and Department Stores revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.65%

Calculation

US$2.12b

Earnings '28

x

41.46x

PE Ratio '28

=

US$87.90b

Market Cap '28

US$87.90b

Market Cap '28

/

1.89b

No. shares '28

=

US$46.47

Share Price '28

US$46.47 Share Price '28

Discounted to 2025 @ 8.67% p.a.

=

US$36.21

Fair Value '25