Kakao Corp.

Informe acción KOSE:A035720

Capitalización de mercado: ₩15.9t

Kakao Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Kakao de 17.3% y 6.4% por año respectivamente. Se prevé que el BPA crezca en un 17.4% al año. Se espera que la rentabilidad financiera sea de 6.6% en 3 años.

Información clave

17.3%

Tasa de crecimiento de los beneficios

17.42%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Interactive Media and Services9.5%
Tasa de crecimiento de los ingresos6.4%
Rentabilidad financiera futura6.57%
Cobertura de analistas

Good

Última actualización21 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
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Nueva narrativa • 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.

Previsiones de crecimiento de beneficios e ingresos

KOSE:A035720 - Estimaciones futuras de los analistas y datos financieros pasados (KRW Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20289,755,722913,9021,406,7601,946,40020
12/31/20279,082,777789,7811,235,8691,822,40627
12/31/20268,342,888681,2161,396,9451,784,87526
3/31/20268,293,339520,002939,5791,499,240N/A
12/31/20258,099,148500,367823,5091,404,763N/A
9/30/20257,812,166323,469710,9851,207,132N/A
6/30/20257,646,983304,328840,4101,241,709N/A
3/31/20257,623,569244,371647,4661,122,887N/A
12/31/20247,864,033106,328783,5311,250,459N/A
9/30/20247,913,153-830,749888,8211,476,730N/A
6/30/20248,003,226-915,669910,8141,570,293N/A
3/31/20247,921,583-961,027736,4281,478,215N/A
12/31/20237,557,002-1,012,551630,7201,341,098N/A
9/30/20237,024,522-20,067387,1661,048,591N/A
6/30/20236,871,74765,405360,5211,044,107N/A
3/31/20236,770,80777,086243,752853,792N/A
12/31/20226,798,7421,358,019134,841678,376N/A
9/30/20226,892,2881,549,079554,3891,016,415N/A
6/30/20226,774,3712,221,867528,354858,349N/A
3/31/20226,304,2522,465,914852,4961,115,788N/A
12/31/20215,910,5131,387,3141,013,9511,306,572N/A
9/30/20215,500,6651,122,172777,1231,066,961N/A
6/30/20214,860,322470,575826,7091,178,814N/A
3/31/20214,460,980298,677712,236989,278N/A
12/31/20204,071,392151,601707,335971,096N/A
9/30/20203,769,255-82,071675,650878,233N/A
6/30/20203,451,994-153,880605,042744,034N/A
3/31/20203,232,176-254,866668,463824,446N/A
12/31/20193,070,111-304,815N/A752,667N/A
9/30/20192,895,867121,034N/A776,139N/A
6/30/20192,711,98581,952N/A632,933N/A
3/31/20192,567,88461,544N/A488,020N/A
12/31/20182,416,99247,886N/A491,470N/A
9/30/20182,288,33260,379N/A374,441N/A
6/30/20182,204,45275,799N/A351,660N/A
3/31/20182,083,96168,736N/A419,212N/A
12/31/20171,972,326108,597N/A371,927N/A
9/30/20171,881,481120,522N/A389,229N/A
6/30/20171,757,459100,683N/A355,843N/A
3/31/20171,665,53698,213N/A322,907N/A
12/31/20161,464,23357,674N/A317,259N/A
9/30/20161,252,09245,234N/A216,341N/A
6/30/20161,090,28146,023N/A185,160N/A
3/31/2016940,24457,745N/A185,673N/A
12/31/2015932,15275,666N/A162,217N/A
9/30/2015944,500116,571N/A221,404N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (17.3% al año) de A035720 es superior a la tasa de ahorro (3.1%).

Beneficios vs. Mercado: Se prevé que los beneficios (17.3% al año) de A035720 crezcan menos que el mercado KR (32% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de A035720 crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (6.4% al año) de A035720 crezcan más despacio que el mercado de KR (16.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6.4% al año) de A035720 crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de A035720 sea baja dentro de 3 años (6.6%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/24 20:57
Precio de las acciones al final del día2026/07/24 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Kakao Corp. está cubierta por 39 analistas. 27 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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