NAVER Corporation

KOSE:A035420 Rapport sur les actions

Capitalisation boursière : ₩29.8t

NAVER Croissance future

Future contrôle des critères 1/6

NAVER devrait augmenter ses bénéfices et son chiffre d'affaires de 11.7% et de 11.7% par an respectivement. Le BPA devrait croître de de 10.7% par an. Le rendement des capitaux propres devrait être 8.1% dans 3 ans.

Informations clés

11.7%

Taux de croissance des bénéfices

10.69%

Taux de croissance du BPA

Interactive Media and Services croissance des bénéfices14.4%
Taux de croissance des recettes11.7%
Rendement futur des capitaux propres8.09%
Couverture par les analystes

Good

Dernière mise à jour15 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 15

A035420: Sovereign AI Expansion Will Support Long-Term Upside Potential

Analysts have moderately raised their NAVER price target to approximately ₩302,000 from about ₩297,000, reflecting updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News NAVER plans to expand its sovereign AI infrastructure from 55 megawatts toward gigawatt scale using the NVIDIA DSX platform, with initial expansion at its GAK Sejong site.
Mise à jour du récit • Jun 01

A035420: Higher Discount Rate Will Pressure Margins And Limit Upside Potential

Analysts have reset their NAVER price target from ₩260,000 to ₩230,000, citing revised assumptions around higher discount rates, updated revenue growth expectations, lower profit margins, and a slightly reduced future P/E multiple. What's in the News No recent NAVER specific news items or key developments were provided in the available sources.
Mise à jour du récit • May 13

A035420: Adjusted Profitability Assumptions Will Support Long-Term Upside Potential

Analysts have trimmed their price target on NAVER from about ₩305,880 to roughly ₩296,846, citing updated assumptions that pair a slightly higher discount rate and P/E multiple with adjusted expectations for revenue growth and profit margins. Valuation Changes Fair Value Estimate has been trimmed from about ₩305,880 to roughly ₩296,846, reflecting the updated model inputs.
Mise à jour du récit • Apr 26

A035420: Higher Profit Margins And Dividend Policy Will Support Long-Term Upside

Analysts now set NAVER's fair value at around ₩305,880, down from roughly ₩326,269. The revision reflects updated assumptions for a slightly higher discount rate, a small change in expected revenue growth, stronger profit margins, and a lower future P/E multiple.
Mise à jour du récit • Apr 12

A035420: Higher Dividend And Margin Outlook Will Support Undervalued Upside Potential

Analysts are keeping NAVER's price target steady at ₩260,000, with updated assumptions that reflect more moderate revenue growth expectations, improved profit margin forecasts, and a slightly higher discount rate and P/E input. What's in the News NAVER Corporation announced an annual dividend of ₩2,630 per share, with payment scheduled for April 14, 2026, an ex-dividend date on February 26, 2026, and a record date on February 27, 2026 (Key Developments).
Mise à jour du récit • Mar 28

A035420: Higher Terminal P/E Assumptions Will Support Undervalued Upside Potential

Analysts now set NAVER's fair value at ₩260,000, up from ₩246,454. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.
Mise à jour du récit • Mar 12

A035420: Dividend Policy And AI Partnership Will Support Long-Term Upside

Analysts have slightly increased their fair value estimate for NAVER to ₩326,269 from ₩325,235, reflecting adjusted assumptions around revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News NAVER Corporation announced an annual dividend of ₩2,630 per share.
Article d’analyse • Feb 09

NAVER's (KRX:035420) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of NAVER Corporation ( KRX:035420 ) has announced that it will be paying its dividend of ₩2630.00 on the 1st...
Mise à jour du récit • Feb 02

A035420: Future Alliance And High P/E Assumptions Will Likely Overstate Upside

Analysts have raised their price target on NAVER from ₩205,137.70 to ₩246,453.74, citing updated assumptions related to revenue growth, profit margins and future P/E multiples. What's in the News note inc.
Mise à jour du récit • Jan 18

A035420: Global Content Alliance And AI Partnership Will Support Long-Term Upside

Analysts have increased their fair value estimate for NAVER from ₩320,157.69 to ₩325,234.62, reflecting slightly revised assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News note inc.
Article d’analyse • Jan 14

Subdued Growth No Barrier To NAVER Corporation's (KRX:035420) Price

With a price-to-earnings (or "P/E") ratio of 18.2x NAVER Corporation ( KRX:035420 ) may be sending bearish signals at...
Mise à jour du récit • Jan 04

A035420: Generative AI Creator Alliance Will Drive Stronger Long-Term Earnings Power

Analysts have modestly raised their price target for NAVER to ₩410,000. This reflects slightly lower growth and margin expectations, offset by a higher anticipated future P/E multiple, which together support a stable fair value outlook.
Article d’analyse • Dec 30

Some Investors May Be Worried About NAVER's (KRX:035420) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse • Dec 15

Should You Think About Buying NAVER Corporation (KRX:035420) Now?

NAVER Corporation ( KRX:035420 ) received a lot of attention from a substantial price movement on the KOSE over the...
Mise à jour du récit • Dec 14

A035420: Generative AI Content Alliance Will Support Stronger Long-Term Earnings Power

Analysts have raised their fair value estimate for NAVER from ₩380,000 to ₩410,000 per share, citing stronger expected revenue growth that more than offsets a modestly higher discount rate and slightly lower profit margin assumptions, as well as support from a higher future P/E multiple. What's in the News NAVER forms a capital and business alliance with note inc., investing JPY 2 billion to jointly build a global ecosystem for creation and distribution in the generative AI era (Key Developments) The partnership targets cross-distribution of content and IP across NAVER and note inc.
Article d’analyse • Nov 29

NAVER (KRX:035420) Seems To Use Debt Rather Sparingly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit • Nov 29

A035420: Global Content Alliance And AI Initiatives Will Drive Long-Term Upside

Analysts have raised NAVER's price target from ₩312,669 to ₩320,158, citing updated forecasts that reflect slight adjustments in growth projections and valuation assumptions. What's in the News note inc.
Mise à jour du récit • Nov 15

A035420: Profit Margins Expected To Strengthen With Modest Upward Forecast

Narrative Update on NAVER: Analyst Price Target Revision Analysts have raised their price target for NAVER from ₩300,531 to ₩312,669. They cite improved revenue growth and slightly higher profit margin expectations as key factors behind the upward adjustment.
Mise à jour du récit • Nov 01

A035420: Sustained AI Integration And Platform Synergies Will Drive Future Value

Analyst Price Target Update for NAVER Analysts have maintained NAVER's price target at ₩300,531, citing slight improvements in revenue growth projections and a modest reduction in the discount rate as supporting factors for their stable outlook. Valuation Changes Fair Value remains unchanged at ₩300,531.
Mise à jour du récit • Oct 17

Robust AI Integration And Cross-Platform Synergies Will Unlock Future Value

Analysts have modestly raised their price target for NAVER from ₩298,807 to ₩300,531, citing slightly improved revenue growth expectations and a marginal reduction in the assumed discount rate. Valuation Changes Fair Value: Increased slightly from ₩298,807 to ₩300,531.
Article d’analyse • Oct 15

Calculating The Fair Value Of NAVER Corporation (KRX:035420)

Key Insights NAVER's estimated fair value is ₩279,989 based on 2 Stage Free Cash Flow to Equity Current share price of...
Mise à jour du récit • Oct 03

Robust AI Integration And Cross-Platform Synergies Will Unlock Future Value

Analysts have raised their price target for NAVER from ₩293,703 to ₩298,807. They cite modest improvements in revenue growth projections and a slightly lower discount rate as key factors for the update.
Article d’analyse • Sep 29

NAVER Corporation's (KRX:035420) 28% Share Price Surge Not Quite Adding Up

NAVER Corporation ( KRX:035420 ) shareholders would be excited to see that the share price has had a great month...
Article d’analyse • Sep 22

The Returns On Capital At NAVER (KRX:035420) Don't Inspire Confidence

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Mise à jour du récit • Sep 05

Robust AI Integration And Cross-Platform Synergies Will Unlock Future Value

NAVER's fair value metrics, including the consensus analyst price target, discount rate, and future P/E, all remained essentially unchanged this period, with the price target steady at ₩293,703. Valuation Changes Summary of Valuation Changes for NAVER The Consensus Analyst Price Target remained effectively unchanged, at ₩293703.
Article d’analyse • Aug 29

Does NAVER (KRX:035420) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse • Aug 17

Is It Too Late To Consider Buying NAVER Corporation (KRX:035420)?

Today we're going to take a look at the well-established NAVER Corporation ( KRX:035420 ). The company's stock saw a...
Article d’analyse • Jul 12

Should You Be Adding NAVER (KRX:035420) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse • Jun 30

NAVER Corporation's (KRX:035420) Intrinsic Value Is Potentially 44% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, NAVER fair value estimate is ₩376,760 NAVER is estimated to be...
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Nouveau récit • Nov 24

Unleashing AI And Fintech Innovations To Drive Profitable Global Expansion

NAVER's AI and hyper-personalized services aim to boost user engagement and ad revenue, enhancing margins through targeted advertising.

Prévisions de croissance des bénéfices et des revenus

KOSE:A035420 - Estimations futures des analystes et données financières antérieures (KRW Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202817,373,8402,597,9032,866,1084,108,78823
12/31/202715,230,5692,279,5592,506,8403,581,34428
12/31/202613,684,0641,936,7922,222,4292,794,08627
3/31/202612,489,2851,793,0261,424,9792,988,310N/A
12/31/202512,035,0071,932,5411,776,6983,095,807N/A
9/30/202511,725,5442,183,5632,050,1663,019,843N/A
6/30/202511,303,0461,977,5591,737,7962,489,558N/A
3/31/202510,998,4471,827,1781,866,0042,574,789N/A
12/31/202410,737,7191,912,9002,011,8902,589,874N/A
9/30/202410,389,1031,672,8161,834,8922,305,578N/A
6/30/202410,118,8381,528,2041,875,4072,412,800N/A
3/31/20249,916,2561,457,4811,565,8302,177,907N/A
12/31/20239,670,6441,001,9691,310,6062,002,233N/A
9/30/20239,405,383836,9241,159,4751,941,539N/A
6/30/20239,017,422718,139793,5321,576,153N/A
3/31/20238,655,299633,772834,7271,579,249N/A
12/31/20228,220,079749,900698,0801,453,390N/A
9/30/20227,876,061931,241797,1991,440,028N/A
6/30/20227,545,9841,006,180929,6521,531,775N/A
3/31/20227,163,7521,350,522813,8501,503,475N/A
12/31/20216,817,6001,489,945574,2541,379,906N/A
9/30/20216,402,5051,615,440451,9701,370,573N/A
6/30/20216,036,0291,537,624479,2421,416,338N/A
3/31/20215,648,5221,262,228408,9951,365,966N/A
12/31/20205,304,1461,298,114584,8241,447,212N/A
9/30/20204,970,5341,292,496754,2731,484,772N/A
6/30/20204,705,6101,280,112817,8181,447,335N/A
3/31/20204,000,0721,320,376813,8631,371,468N/A
12/31/20194,356,2401,106,937N/A1,356,843N/A
9/30/20194,693,736783,550N/A1,179,078N/A
6/30/20194,995,594640,815N/A1,087,014N/A
3/31/20195,788,706612,421N/A943,310N/A
12/31/20185,586,905643,827N/A973,506N/A
9/30/20185,336,304707,749N/A910,763N/A
6/30/20185,139,266822,870N/A989,357N/A
3/31/20184,905,282731,932N/A1,121,859N/A
12/31/20174,678,469775,434N/A939,982N/A
9/30/20174,497,548764,474N/A1,051,967N/A
6/30/20174,309,947749,393N/A989,313N/A
3/31/20174,167,597788,472N/A1,079,311N/A
12/31/20164,022,630761,140N/A1,164,024N/A
9/30/20163,829,071764,882N/A1,098,728N/A
6/30/20163,656,526704,658N/A1,028,313N/A
3/31/20163,450,641640,037N/A1,011,438N/A
12/31/20153,253,930595,979N/A851,367N/A
9/30/20153,109,338554,332N/A892,103N/A
6/30/20152,968,811559,128N/A780,842N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de A035420 ( 11.7% par an) est supérieure au taux d'épargne ( 3.1% ).

Bénéfices vs marché: Les bénéfices de A035420 ( 11.7% par an) devraient croître plus lentement que le marché KR ( 34.5% par an).

Croissance élevée des bénéfices: Les bénéfices de A035420 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de A035420 ( 11.7% par an) devrait croître plus lentement que le marché de KR ( 17.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de A035420 ( 11.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de A035420 devrait être faible dans 3 ans ( 8.1 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/25 09:00
Cours de l'action en fin de journée2026/06/25 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

NAVER Corporation est couverte par 47 analystes. 28 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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