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Kakao Corp.KOSE:A035720 Aktienübersicht

Marktkapitalisierung ₩15.3t
Aktienkurs
n/a
1Y-45.1%
7D-2.4%
1D-0.3%
Wert des Portfolios
​
Siehe

Kakao Corp.

KOSE:A035720 Lagerbericht

Marktkapitalisierung: ₩15.3t

Kakao (A035720) Aktienübersicht

Die Kakao Corp. betreibt mobile und Online-Plattformen in Südkorea. Mehr Details

A035720 grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung2/6
Künftiges Wachstum2/6
Vergangene Leistung3/6
Finanzielle Gesundheit6/6
Dividenden0/6

Belohnungen

61.4% unter unserer Schätzung des beizulegenden Zeitwerts gehandelt

Prognostiziertes Gewinnwachstum 22.92% pro Jahr

Die Erträge stiegen im vergangenen Jahr um 45.5%

Risikoanalyse

Große einmalige Posten, die sich auf die Finanzergebnisse auswirken


A035720 Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

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Kakao Corp. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Kakao
Historische Aktienkurse
Aktueller Aktienkurs₩34,550.00
52-Wochen-Hoch₩69,700.00
52-Wochen-Tief₩32,250.00
Beta1.14
1 Monat Veränderung-13.63%
3 Monate Veränderung-14.80%
1 Jahr Veränderung-45.07%
3 Jahre Veränderung-27.80%
5 Jahre Veränderung-71.09%
Veränderung seit IPO8.31%

Aktuelle Nachrichten und Updates

Narrative-Update • Sep 03

A035720: Higher Margin Outlook And Lower P/E Assumptions Will Support Bullish View

Analysts have trimmed their Kakao fair value estimate from about ₩46,000 to ₩40,000, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Kakao Recent public information for Kakao is limited, and there are no specific company news items provided in the available sources as of 1 Sep 2026.
Narrative-Update • Aug 19

A035720: Higher Profit Margins And Lower Future P/E Will Support Stronger Returns

Analysts have trimmed their Kakao fair value estimate from ₩62,192 to ₩56,962, reflecting slightly lower revenue growth assumptions, a modestly higher discount rate, improved profit margin expectations and a reduced future P/E multiple. What’s in the News for Kakao No recent Kakao specific news items were provided in the primary source feed as of 17 Aug 2026.

Recent updates

Narrative-Update • Sep 03

A035720: Higher Margin Outlook And Lower P/E Assumptions Will Support Bullish View

Analysts have trimmed their Kakao fair value estimate from about ₩46,000 to ₩40,000, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Kakao Recent public information for Kakao is limited, and there are no specific company news items provided in the available sources as of 1 Sep 2026.
Narrative-Update • Aug 19

A035720: Higher Profit Margins And Lower Future P/E Will Support Stronger Returns

Analysts have trimmed their Kakao fair value estimate from ₩62,192 to ₩56,962, reflecting slightly lower revenue growth assumptions, a modestly higher discount rate, improved profit margin expectations and a reduced future P/E multiple. What’s in the News for Kakao No recent Kakao specific news items were provided in the primary source feed as of 17 Aug 2026.
Narrative-Update • Aug 05

A035720: Lower Risk And Earnings Multiple Assumptions Will Support Stronger Future Profitability

The analyst fair value estimate for Kakao has changed from approximately ₩66,667 to about ₩62,192, with analysts citing slightly revised assumptions for revenue growth, profit margins, the discount rate, and future P/E as the main factors behind this adjustment. What’s in the News for Kakao Recent public news specific to Kakao is not provided in the available sources.
Narrative-Update • Jul 21

A035720: Ongoing Fund Investments Will Support Future Upside Potential

Analysts have revised their fair value estimate for Kakao from ₩90,000 to ₩87,000, citing updated assumptions that reflect lower expected revenue growth, a slightly higher discount rate, modestly improved profit margins, and a comparable forward P/E profile. What’s in the News for Kakao Kakao scheduled a board meeting on April 29, 2026, to consider the finalized payment amount for IMM Growth Venture Fund No. 2-2 of ₩27,067,593,201, with the payment date set for April 30, 2026.
Narrative-Update • Jul 07

A035720: Upcoming Board Investments Will Support Stronger Future Profitability Outlook

Kakao’s analyst price target has been reset from about ₩69,815 to about ₩66,667, as analysts factor in slightly lower fair value, marginally higher discount rates, and more conservative assumptions for revenue growth and profit margins while keeping future P/E expectations broadly similar. What's in the News Kakao scheduled a board meeting for Feb 23, 2026 to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
Narrative-Update • Jun 23

A035720: Future Investment Commitments Will Support Long-Term Bullish Outlook

Analysts have revised Kakao's fair value estimate from ₩59,000 to about ₩46,022, reflecting updated assumptions for revenue growth, profit margins, and a slightly higher discount rate, even though the projected future P/E remains broadly similar. What's in the News Kakao has scheduled a board meeting on Feb 23, 2026, to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
Narrative-Update • Jun 06

A035720: Upcoming Capital Injections Will Support Stronger Profitability Outlook

Analysts have trimmed Kakao's implied fair value only slightly, from about ₩70,556 to around ₩69,815. This points to updated assumptions that include modestly higher revenue growth, a wider profit margin and a somewhat lower future P/E multiple.
Narrative-Update • May 23

A035720: Upcoming Capital Injections Will Support Future Upside Potential

Analysts have trimmed Kakao's fair value estimate from ₩76,115 to ₩70,556, reflecting updated views on slightly softer revenue growth and profit margins, along with a modestly higher discount rate, even as future P/E assumptions remain broadly similar. What's in the News Board meeting scheduled for February 23, 2026, to review finalized terms and conditions for a KRW 45,100,000,000 portion of a broader investment plan (Key Developments).
Narrative-Update • May 02

A035720: Upcoming Capital Inflows And Dividend Policy Will Support Bullish Outlook

Analysts have trimmed Kakao's fair value estimate from ₩59,666 to ₩59,000, as they now expect lower revenue growth and profit margins, along with a higher assumed discount rate and future P/E multiple. What's in the News Kakao's board plans to meet on February 23, 2026 to review finalized terms and conditions for a KRW 45.1b portion of a total investment (Key Developments).
Narrative-Update • Apr 17

A035720: Dividend Initiation And Capital Raise Will Support Future Upside

Analysts have kept Kakao's fair value estimate steady at ₩90,000. They explained that the unchanged price targets reflect offsetting shifts in inputs, including a slightly higher discount rate, higher projected revenue growth and profit margins, and a lower assumed future P/E multiple.
Narrative-Update • Apr 03

A035720: New Capital Raise And Dividend Policy Will Support Future Upside

Analysts have adjusted their Kakao price target slightly lower from about ₩76,667 to around ₩76,115, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, which they see as better aligned with current forecasts. What's in the News Kakao has scheduled a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors, involving KRW 3.0b in convertible preferred shares to GS Assemble Fund, with an expected payment date of March 20, 2026, subject to procedural progress (Key Developments).
Narrative-Update • Mar 20

A035720: Future Capital Raise And Dividend Policy Will Support Bullish Outlook

Analysts have reduced their Kakao fair value estimate from ₩61,562 to ₩59,667, reflecting higher discount rates together with stronger assumptions for revenue growth, profit margins, and a lower future P/E. What's in the News Kakao plans a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors.
Narrative-Update • Mar 06

A035720: Dividend Introduction And Margin Improvement Will Support Future Upside

Analysts are maintaining Kakao's fair value estimate at ₩90,000. This updated view is guided by a slightly higher discount rate, a modestly lower revenue growth assumption, and a small uplift in profit margin and future P/E expectations.
Narrative-Update • Feb 20

A035720: Higher Future P/E Multiple Will Support Margin Recovery And Upside

Analysts have adjusted their fair value estimate for Kakao to ₩90,000 from ₩88,000, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Kakao Corp.
Narrative-Update • Feb 06

A035720: External Investment Review Will Support Higher Margins And Future Upside

Analysts are holding Kakao's fair value estimate steady at ₩88,000, with a slightly higher discount rate, slightly lower revenue growth, and slightly higher profit margin and future P/E assumptions shaping the latest price target view. What's in the News A board meeting is scheduled for November 19, 2025, to review the purpose of an external investment, the overall transaction structure, and the transaction price (Key Developments).
Narrative-Update • Jan 22

A035720: Fair Outlook As Q4 Trends And Board Review Will Guide Expectations

Analysts have lifted their fair value estimate for Kakao from ₩57,984 to ₩61,562 as they incorporate slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E into their updated models. What's in the News Kakao has scheduled a board meeting for Nov 19, 2025 to review the purpose of an external investment, the transaction structure, the transaction price, and other related matters (Key Developments).
Narrative-Update • Jan 08

A035720: Fair Outlook As Q4 Advertising And Board Review Will Shape Expectations

Analysts now see Kakao’s fair value at ₩57,984, up from ₩53,712. This reflects adjusted views on revenue growth, profit margins and future P/E assumptions.
Narrative-Update • Dec 25

A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability

Analysts have lifted their price target on Kakao by ₩0 to ₩88,000, citing slightly stronger projected revenue growth, higher expected profit margins, and a modestly lower forward P/E multiple that together support a more favorable risk-reward profile despite a higher discount rate. What's in the News Kakao's board has scheduled a meeting for November 19, 2025, to review the purpose of an external investment, overall transaction structure, pricing, and related matters (board meeting filing).
Narrative-Update • Dec 11

A035720: Upcoming Investment Review And Earnings Momentum Will Support Future Upside

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.
Narrative-Update • Nov 27

A035720: Rising Profit Margins And Lower P/E To Drive Future Upside

Narrative Update on Kakao: Analyst Price Target Revision Analysts have raised Kakao's fair value estimate from 75,250 KRW to 76,666.67 KRW. This revision reflects improved profit margin expectations and a lower anticipated future price-to-earnings ratio, even though revenue growth forecasts have been moderated.
Narrative-Update • Nov 08

A035720: Modest Revenue Gains And Higher Multiple Will Drive Future Upside

Kakao Analyst Price Target Raised on Expectations of Modest Growth Analysts have increased Kakao's fair value estimate by ₩1,000 to ₩75,250, citing slightly higher projected revenue growth, even though there is a minor decrease in the expected profit margin. Valuation Changes The Fair Value Estimate has risen slightly, increasing from ₩74,250 to ₩75,250.
Narrative-Update • Sep 24

Advanced AI And Fintech Expansion Will Transform Digital Engagement

Kakao's valuation metrics, including net profit margin and discount rate, showed only marginal improvement, resulting in an almost unchanged consensus analyst price target, which increased slightly from ₩73,500 to ₩74,250. Valuation Changes Summary of Valuation Changes for Kakao The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₩73500 to ₩74250.
Narrative-Update • Aug 08

Advanced AI And Fintech Expansion Will Transform Digital Engagement

Upward revisions in both Kakao's net profit margin and consensus revenue growth forecasts have driven the analyst price target higher from ₩63,554 to ₩68,768. What's in the News Kakao Corp.
User avatar
Neues Narrative • Nov 18

Unlocking Growth And Innovation Through Personalized AI, Healthcare Expansion, And Enhanced User Engagement

Kakao's focus on user engagement and AI-driven services could enhance revenue streams and profit potential through targeted advertising and differentiated offerings.

Aktionärsrenditen

A035720KR Interactive Media and ServicesKR Markt
7D-2.4%-5.8%-4.4%
1Y-45.1%-28.3%85.3%

Rendite im Vergleich zur Industrie: A035720 unter dem Niveau der Branche KR Interactive Media and Services , die im vergangenen Jahr eine Rendite von -28.3% erzielte.

Rendite vs. Markt: A035720 hinter dem Markt KR zurück, der im vergangenen Jahr eine Rendite von 85.3 erzielte.

Preisvolatilität

Is A035720's price volatile compared to industry and market?
A035720 volatility
A035720 Average Weekly Movement6.3%
Interactive Media and Services Industry Average Movement8.4%
Market Average Movement9.0%
10% most volatile stocks in KR Market16.4%
10% least volatile stocks in KR Market4.3%

Stabiler Aktienkurs: A035720 hatte in den letzten 3 Monaten im Vergleich zum KR -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: A035720Die wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
19953,829Shina Chungwww.kakaocorp.com

Die Kakao Corp. betreibt mobile und Online-Plattformen in Südkorea. Das Unternehmen bietet Kakao Pay, eine Finanzdienstleistungslösung; Kakao Bank, eine Banklösung; Kakao Mobility für Mobilitätsdienste; Kakao Style, eine Lifestyle-Lösung; Kakao Entertainment, eine Lösung für die Unterhaltungsindustrie; Kakao Games, eine Lösung für die Spieleindustrie; Kakao piccoma, eine Content-Service-Plattform; Kakao Brain, eine Lösung für künstliche Intelligenz; Kakao Enterprise, eine Cloud-Service-Lösung; und Kakao Healthcare, eine mobilbasierte persönliche Gesundheitslösung. Außerdem bietet es Linkagelab, einen Arbeitsplatz für Menschen mit Behinderungen, Investitionsdienstleistungen in Start-ups unter dem Namen Kakao Investment und verschiedene Lösungen unter den Namen KakaoTalk, Kakao Business Service, Daum, Kakao Ventures und Kakao Map.

Kakao Corp.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Kakao im Vergleich zum Marktanteil des Unternehmens?
A035720 grundlegende Statistiken
Marktanteil₩15.33t
Gewinn(TTM)₩508.15b
Umsatz(TTM)₩8.47t
30.1x
Kurs-Gewinn-Verhältnis
1.8x
Kurs-Umsatz-Verhältnis

Ist A035720 zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
A035720 Gewinn- und Verlustrechnung (TTM)
Einnahmen₩8.47t
Kosten der Einnahmen₩552.78b
Bruttogewinn₩7.92t
Sonstige Ausgaben₩7.41t
Gewinn₩508.15b

Zuletzt gemeldete Gewinne

Jun 30, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)1.15k
Bruttomarge93.48%
Nettogewinnspanne6.00%
Schulden/Eigenkapital-Verhältnis8.7%

Wie hat sich A035720 auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

0.2%
Aktuelle Dividendenrendite
6%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/15 13:15
Aktienkurs zum Tagesende2026/09/15 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Kakao Corp. wird von 40 Analysten beobachtet. 25 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Seyon ParkBarclays
Min-joo KangBernstein
A-Hyung ChoBofA Global Research