Kakao (A035720) Aktienübersicht
Die Kakao Corp. betreibt mobile und Online-Plattformen in Südkorea. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
A035720 Community Fair Values
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Analyst Price Targets
Kakao Corp. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | ₩41,850.00 |
| 52-Wochen-Hoch | ₩71,600.00 |
| 52-Wochen-Tief | ₩37,000.00 |
| Beta | 1.27 |
| 1 Monat Veränderung | -13.62% |
| 3 Monate Veränderung | -27.72% |
| 1 Jahr Veränderung | 11.90% |
| 3 Jahre Veränderung | -26.06% |
| 5 Jahre Veränderung | -65.70% |
| Veränderung seit IPO | 31.19% |
Aktuelle Nachrichten und Updates
Narrativ-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).
Narrativ-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.
Narrativ-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).Recent updates
Narrativ-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).Narrativ-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.Narrativ-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).Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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).Narrativ-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).Narrativ-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.Narrativ-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).Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Analyseartikel • May 25
Kakao (KRX:035720) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The market seemed underwhelmed by last week's earnings announcement from Kakao Corp. ( KRX:035720 ) despite the healthy...
Neues Narrativ • 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
| A035720 | KR Interactive Media and Services | KR Markt | |
|---|---|---|---|
| 7D | -4.9% | -1.9% | 4.6% |
| 1Y | 11.9% | 8.2% | 186.7% |
Rendite im Vergleich zur Industrie: A035720 übertraf die Branche KR Interactive Media and Services , die im vergangenen Jahr eine Rendite von 8.2 erzielte.
Rendite vs. Markt: A035720 hinter dem Markt KR zurück, der im vergangenen Jahr eine Rendite von 186.7 erzielte.
Preisvolatilität
| A035720 volatility | |
|---|---|
| A035720 Average Weekly Movement | 8.6% |
| Interactive Media and Services Industry Average Movement | 8.1% |
| Market Average Movement | 9.4% |
| 10% most volatile stocks in KR Market | 16.6% |
| 10% least volatile stocks in KR Market | 4.9% |
Stabiler Aktienkurs: A035720 hatte in den letzten 3 Monaten im Vergleich zum KR -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: A035720Die wöchentliche Volatilität (9%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1995 | 3,829 | Shina Chung | www.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
| A035720 grundlegende Statistiken | |
|---|---|
| Marktanteil | ₩18.44t |
| Gewinn(TTM) | ₩520.00b |
| Umsatz(TTM) | ₩8.29t |
35.5x
Kurs-Gewinn-Verhältnis 2.2x
Kurs-Umsatz-VerhältnisIst A035720 zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| A035720 Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | ₩8.29t |
| Kosten der Einnahmen | ₩498.99b |
| Bruttogewinn | ₩7.79t |
| Sonstige Ausgaben | ₩7.27t |
| Gewinn | ₩520.00b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 1.18k |
| Bruttomarge | 93.98% |
| Nettogewinnspanne | 6.27% |
| Schulden/Eigenkapital-Verhältnis | 8.2% |
Wie hat sich A035720 auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.2%
Aktuelle Dividendenrendite9%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 10:29 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, 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 37 Analysten beobachtet. 27 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.
| Analyst | Einrichtung |
|---|---|
| Seyon Park | Barclays |
| Min-joo Kang | Bernstein |
| A-Hyung Cho | BofA Global Research |