Naspers（NNW）株式概要ナスパース・リミテッドは、アフリカ、アジア、ヨーロッパ、ラテンアメリカ、北米、および国際的な消費者インターネット業界で事業を展開している。 詳細NNW ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績1/6財務の健全性4/6配当金0/6報酬株価収益率（ 8.4 x） German市場（ 17.2 x）を下回っています。収益は年間5.48%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析利益率(45.9%)は昨年より低い(74.8%) 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るNNW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,488 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA486,488 investors already sharing narrativesYour Fair Value€Current Price€46.0012.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture018b2016201920222025202620282031Revenue US$18.1bEarnings US$8.3bAdvancedSet Fair ValueView all narrativesNaspers Limited 競合他社DollaramaSymbol: TSX:DOLMarket cap: CA$51.5bZalandoSymbol: XTRA:ZALMarket cap: €6.1bJD.comSymbol: NasdaqGS:JDMarket cap: US$44.6bAUTO1 GroupSymbol: XTRA:AG1Market cap: €5.2b価格と性能株価の高値、安値、推移の概要Naspers過去の株価現在の株価R46.0052週高値R65.3352週安値R40.00ベータ0.671ヶ月の変化9.52%3ヶ月変化2.22%1年変化-14.81%3年間の変化43.30%5年間の変化36.26%IPOからの変化1,719.62%最新ニュースReported Earnings • Jul 01Full year 2026 earnings released: EPS: US$6.35 (vs US$6.29 in FY 2025)Full year 2026 results: EPS: US$6.35. Revenue: US$10.8b (up 51% from FY 2025). Net income: US$4.98b (down 7.2% from FY 2025). Profit margin: 46% (down from 75% in FY 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Multiline Retail industry in Europe.お知らせ • Jun 29Naspers Limited, Annual General Meeting, Aug 26, 2026Naspers Limited, Annual General Meeting, Aug 26, 2026.お知らせ • Jun 19Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2026Naspers Limited provided earnings guidance for the year ended 31 March 2026. For the year, the company expects earnings per share for continuing operations to increase between negative 8 US cents to positive 35 US cents or negative 1.3% to positive 5.7%. This is primarily driven by the Group's improved overall profitability across consolidated businesses in LatAm, Europe and India as well as stronger equity accounted results, primarily from Tencent. This was offset by a lower gain from the sale of our Tencent shareholding - reflecting fewer shares sold in the period - and increased unrealised foreign currency losses on translation of the euro-denominated bonds to the group's US dollar reporting currency. Earnings per share from total operations to be between negative 1 US cent to positive 42 US cents or negative 0.1% to positive 6.9%.お知らせ • May 01Naspers Limited to Report Fiscal Year 2026 Results on Jun 29, 2026Naspers Limited announced that they will report fiscal year 2026 results on Jun 29, 2026お知らせ • Aug 23Naspers Limited Announces Committee AppointmentsNaspers Limited at its AGM held on August 21, 2025, approved appointment of the following audit committee members: Sharmistha Dubey; Election and re-election of the following social, ethics and sustainability committee members: Debra Meyer (chair), Rache Jafta, Ying Xu, Phuthi Mahanyele-Dabengwa.お知らせ • Aug 22Naspers Limited Announces Retirement of Mr. Cobus Stofberg from the Board, Effective August 19, 2025Shareholders are advised that with effect from 19 August 2025 Naspers's non-executive director, Mr. Cobus Stofberg, retired from the board. He was a member of the founding team of the M-Net/MultiChoice pay-television business, which began in South Africa in 1985. He served as financial manager, chief operating officer and chief executive of various companies within the Naspers/Prosus group from 1985 to 2011, and was at the forefront of the group's expansion internationally. From October 2013 he served as director of Naspers, and since August 2019 also of Prosus.最新情報をもっと見るRecent updatesReported Earnings • Jul 01Full year 2026 earnings released: EPS: US$6.35 (vs US$6.29 in FY 2025)Full year 2026 results: EPS: US$6.35. Revenue: US$10.8b (up 51% from FY 2025). Net income: US$4.98b (down 7.2% from FY 2025). Profit margin: 46% (down from 75% in FY 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Multiline Retail industry in Europe.お知らせ • Jun 29Naspers Limited, Annual General Meeting, Aug 26, 2026Naspers Limited, Annual General Meeting, Aug 26, 2026.お知らせ • Jun 19Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2026Naspers Limited provided earnings guidance for the year ended 31 March 2026. For the year, the company expects earnings per share for continuing operations to increase between negative 8 US cents to positive 35 US cents or negative 1.3% to positive 5.7%. This is primarily driven by the Group's improved overall profitability across consolidated businesses in LatAm, Europe and India as well as stronger equity accounted results, primarily from Tencent. This was offset by a lower gain from the sale of our Tencent shareholding - reflecting fewer shares sold in the period - and increased unrealised foreign currency losses on translation of the euro-denominated bonds to the group's US dollar reporting currency. Earnings per share from total operations to be between negative 1 US cent to positive 42 US cents or negative 0.1% to positive 6.9%.お知らせ • May 01Naspers Limited to Report Fiscal Year 2026 Results on Jun 29, 2026Naspers Limited announced that they will report fiscal year 2026 results on Jun 29, 2026お知らせ • Aug 23Naspers Limited Announces Committee AppointmentsNaspers Limited at its AGM held on August 21, 2025, approved appointment of the following audit committee members: Sharmistha Dubey; Election and re-election of the following social, ethics and sustainability committee members: Debra Meyer (chair), Rache Jafta, Ying Xu, Phuthi Mahanyele-Dabengwa.お知らせ • Aug 22Naspers Limited Announces Retirement of Mr. Cobus Stofberg from the Board, Effective August 19, 2025Shareholders are advised that with effect from 19 August 2025 Naspers's non-executive director, Mr. Cobus Stofberg, retired from the board. He was a member of the founding team of the M-Net/MultiChoice pay-television business, which began in South Africa in 1985. He served as financial manager, chief operating officer and chief executive of various companies within the Naspers/Prosus group from 1985 to 2011, and was at the forefront of the group's expansion internationally. From October 2013 he served as director of Naspers, and since August 2019 also of Prosus.お知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.お知らせ • Jun 23Naspers Limited, Annual General Meeting, Aug 21, 2025Naspers Limited, Annual General Meeting, Aug 21, 2025.お知らせ • Jun 12Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2025Naspers Limited provided earnings guidance for the year ended 31 March 2025. For the year, the company expects earnings per share from continuing operations of 1,448 US cents to 1,558 US cents. Headline earnings per share from continuing operations of 710 US cents to 763 US cents. Earnings per share from total operations of 1,511 US cents to 1,621 US cents. Headline earnings per share from total operations of 743 US cents to 796 US cents.お知らせ • Mar 27Naspers Limited Announces Changes to the Composition of BoardNaspers Limited announced With effect from 1 April 2025, Mrs. Phuthi Mahanyele-Dabengwa (54) will be appointed as an executive director. Mrs. Mahanyele-Dabengwa holds a Bachelor of Arts in Economics from Douglass College at Rutgers University in the United States (1993) and a Masters of Business Administration from De Montfort University (1996). Mrs. Mahanyele-Dabengwa is currently the South Africa CEO of Naspers. She is also an independent non-executive director of Vodacom. She is a member of the United Nation's Global Compact Network SA board and of the SA BRICS Business Council. Furthermore, Mr. Nolo Letele will retire as a non-executive director of the board and the social, ethics and sustainability committee with effect from 31 March 2025. The board expresses its deepest gratitude to Nolo for his significant and invaluable contributions to the Naspers Group over many years.お知らせ • Jan 20+ 1 more updateNaspers Limited to Report Fiscal Year 2025 Results on Jun 23, 2025Naspers Limited announced that they will report fiscal year 2025 results on Jun 23, 2025お知らせ • Dec 02Naspers Limited Announces CFO ChangesNaspers Limited announced that After 29 years of exemplary leadership and service, Basil Sgourdos will retire as Group Chief Financial Officer, effective 30 November 2024. Nico Marais will assume the role of Interim Chief Financial Officer of Naspers and Prosus. The process to finalise the role of the Group Chief Financial Officer has begun and the market will be advised of this decision in due course.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €216, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total returns to shareholders of 51% over the past three years.お知らせ • Aug 09Basil Sgourdos to Retire as Group Chief Financial Officer of Naspers Limited, Effective 30 November 2024Naspers Limited announced that after 29 years of exemplary leadership and service, Basil Sgourdos will retire from his position as Group Chief Financial Officer effective 30 November 2024. Basil has had a broad and varied career at Naspers having joined the Company in 1994, initially as the finance manager of the South African operations division in MultiChoice before taking on a number of other global leadership positions within the Group. He was appointed Group Chief Financial Director of Naspers in July 2014 and of Prosus since its listing in 2019. The human resources and remuneration committees and nomination committees will begin the process to secure a suitably qualified successor to assume the role of Group Chief Financial Officer.お知らせ • Aug 08Naspers Limited Announces Retirement of Basil Sgourdos as Financial Director, Effective 30 November 2024Naspers Limited boards announced that after 29 years of exemplary leadership and service, Basil Sgourdos will retire from his position as financial director effective 30 November 2024. Basil has had a broad and varied career at Naspers having joined the Company in 1994, initially as the finance manager of the South African operations division in MultiChoice before taking on a number of other global leadership positions within the Group. He was appointed Group Chief Financial Director of Naspers in July 2014.Reported Earnings • Jun 25Full year 2024 earnings released: EPS: US$16.77 (vs US$18.18 in FY 2023)Full year 2024 results: EPS: US$16.77 (down from US$18.18 in FY 2023). Revenue: US$6.43b (down 5.1% from FY 2023). Net income: US$3.13b (down 18% from FY 2023). Profit margin: 49% (down from 56% in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jun 25Naspers Limited, Annual General Meeting, Aug 22, 2024Naspers Limited, Annual General Meeting, Aug 22, 2024.お知らせ • Jun 13Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2024Naspers Limited provided earnings guidance for the year ended 31 March 2024. Loss per share to be between US 491 cents -US 345 cents for Continuing operations.Loss per share to be between US 555 cents -US 409 cents for Continuing operations.お知らせ • May 18+ 1 more updateNaspers Limited and Prosus Announces CEO ChangesNaspers Limited announced that the Boards of Prosus and Naspers have unanimously approved the appointment of Fabricio Bloisi as Chief Executive Officer (CEO), Prosus and Naspers Group ("the Group"). The appointment is effective as of 1 July 2024. Fabricio Bloisi assumes the role of Group CEO from his role as CEO, iFood. Fabricio acquired iFood in 2013 when it was a 20-person start-up. He has since grown it rapidly and profitably to become Brazil's leading food delivery company. Fabricio is a proven entrepreneur and innovator with deep roots in operating, building and scaling world- class technology companies within growth markets. The Board thanked Ervin Tu for his strong leadership of the Group over the last eight months as Interim CEO. Fabrício Bloisi is the founder of Movile and the CEO of iFood, the leading food delivery company in Latin America. iFood has over 5,000 employees, 350,000 partner restaurants, works with over 300,000 delivery partner couriers, and serves over 96 million orders per month. iFood directly and indirectly moved U$20 billion in gross production value, impacting 0.53% of Brazil's GDP in 2022. Fabricio holds a degree in Computer Science from the State University of Campinas (UNICAMP) and a MBA from Getulio Vargas Foundation (FGV/EAESP). His thesis focused on high-growth startups, innovation, and strategy. He also completed the EPGC program at Stanford Graduate School of Business and OPM at Harvard. He is personally dedicated to promoting education projects through his 1Bi Foundation to support education through technology. 1Bi supports projects such as Potência Tech, Meu Diploma do Ensino Médio, Movimento Tech, and the XPrize. In 2023, Fabricio was appointed as a UN spokesperson on education on SDG 4 for Brazil and also joined the economic and sustainable development council of the President of the Republic of Brazil. Fabricio Bloisi will join the Naspers board as an executive director on 1 July and the Prosus board following the AGM in August 2024, subject to shareholder approval.お知らせ • Feb 08+ 1 more updateNaspers Limited to Report Q2, 2025 Results on Nov 27, 2024Naspers Limited announced that they will report Q2, 2025 results on Nov 27, 2024お知らせ • Nov 29Naspers Limited Announces Dividend for the Year Ended 31 March 2023, Payable on 11 December 2023Naspers Limited announced that following shareholder approval on 24 August 2023 and the removal of the cross-holding structure, for the year ended 31 March 2023, 874 cents (2022: 660.2344 cents) per listed N ordinary share and 174.8 cents (2022: 132.0469 cents) per unlisted A ordinary share will be payable to eligible Naspers shareholders as dividends. Dividends will be payable to shareholders recorded in the register on 8 December 2023, and paid on 11 December 2023. The last date to trade cum and be eligible for the dividend will be on Tuesday, 5 December 2023 (shares trade ex-dividend from 6 December 2023). Shares may not be dematerialised or rematerialised between 6 December 2023, and 8 December 2023, both dates inclusive.お知らせ • Sep 19+ 1 more updateNaspers and Prosus Announce CEO ChangesThe Naspers and Prosus boards and Bob van Dijk have mutually agreed that Bob will, effective 18 September 2023, step down from his position as chief executive of both companies. Bob has agreed to assist with the transition after this date and will remain as a consultant to the group until 30 September 2024. Bob has been the chief executive of Naspers since 2014 and of Prosus since its listing in 2019. Bob established the group as a leading global consumer internet company, creating significant value for shareholders. The boards sincerely thank Bob for his leadership and contribution. Ervin Tu will assume the role of interim Chief Executive of Naspers and Prosus. Ervin assuming the role as Interim CEO will result in a seamless transition. As the Chief Investment Officer, he has made significant contributions to the strategic direction of the company and will provide continuity in the execution of the Group’s key priorities. That includes bringing the company’s ecommerce consolidated portfolio to profitability while maintaining growth, and leading capital allocation across the Group.お知らせ • Jun 09+ 2 more updatesNaspers Limited to Report First Half, 2024 Results on Nov 28, 2023Naspers Limited announced that they will report first half, 2024 results on Nov 28, 2023Upcoming Dividend • Nov 24Upcoming dividend of R6.62 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (0.3%).Reported Earnings • Nov 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$30.31 (up from US$5.00 in 1H 2021). Revenue: US$3.58b (up 43% from 1H 2021). Net income: US$11.0b (up 416% from 1H 2021). Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 27%, compared to a 54% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Executive Departure • Oct 10Company Secretary Gillian Kisbey-Green has left the companyOn the 30th of September, Gillian Kisbey-Green's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Gillian's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €159, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 43x in the Online Retail industry in Germany. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.34 per share.Executive Departure • Aug 27Independent Non-Executive Director Emilie Choi has left the companyOn the 26th of August, Emilie Choi's tenure as Independent Non-Executive Director ended after 4.4 years in the role. We don't have any record of a personal shareholding under Emilie's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.54 years.Executive Departure • Aug 27Independent Non-Executive Director Emilie Choi has left the companyOn the 26th of August, Emilie Choi's tenure as Independent Non-Executive Director ended after 4.4 years in the role. We don't have any record of a personal shareholding under Emilie's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.54 years.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$139, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 45x in the Online Retail industry in Germany. Total loss to shareholders of 32% over the past three years.Executive Departure • Apr 08Independent Non-Executive Director has left the companyOn the 1st of April, Donald Eriksson's tenure as Independent Non-Executive Director ended after 7.5 years in the role. We don't have any record of a personal shareholding under Donald's name. A total of 2 executives have left over the last 12 months.Is New 90 Day High Low • Feb 11New 90-day high: €205The company is up 21% from its price of €169 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.09 per share.Is New 90 Day High Low • Jan 19New 90-day high: €192The company is up 22% from its price of €158 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.13 per share.Reported Earnings • Nov 25First half 2021 earnings released: EPS US$5.00The company reported a mediocre first half result with weaker earnings and profit margins, although revenues were improved. First half 2021 results: Revenue: US$2.50b (up 44% from 1H 2020). Net income: US$2.14b (down 5.2% from 1H 2020). Profit margin: 86% (down from 131% in 1H 2020). The decrease in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Nov 18Upcoming Dividend of R5.80 Per ShareWill be paid on the 30th of November to those who are registered shareholders by the 25th of November. The trailing yield of 0.2% is below the top quartile of German dividend payers (3.7%), and is lower than industry peers (0.2%).Is New 90 Day High Low • Oct 31New 90-day high: €166The company is up 5.0% from its price of €158 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.87 per share.Is New 90 Day High Low • Sep 22New 90-day low: €141The company is down 13% from its price of €162 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.94 per share.株主還元NNWDE Multiline RetailDE 市場7D8.5%5.2%2.2%1Y-14.8%-5.0%4.6%株主還元を見る業界別リターン: NNW過去 1 年間で-5 % の収益を上げたGerman Multiline Retail業界を下回りました。リターン対市場: NNWは、過去 1 年間で4.6 % のリターンを上げたGerman市場を下回りました。価格変動Is NNW's price volatile compared to industry and market?NNW volatilityNNW Average Weekly Movement7.1%Multiline Retail Industry Average Movement5.8%Market Average Movement5.4%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.8%安定した株価: NNW 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NNWの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト191545,780Fabricio Bloisiwww.naspers.comナスパース・リミテッドは、アフリカ、アジア、欧州、ラテンアメリカ、北米、および国際的な消費者向けインターネット業界で事業を展開している。クラシファイド、フードデリバリー、ペイメントとフィンテック、Etail、Edtech、ソーシャル・インターネット・プラットフォーム、メディア24、ベンチャーズの各セグメントを通じて事業を展開している。クラシファイド、フードデリバリー、ペイメント・フィンテック、教育、健康、eコマース、ベンチャー、ソーシャル・インターネット・プラットフォームへの投資を行っている。同社はまた、新聞、雑誌、書籍の印刷、出版、流通、eコマース、メディア・ロジスティクス・サービスも提供している。ナスパース・リミテッドは1915年に設立され、南アフリカのケープタウンに本社を置いている。もっと見るNaspers Limited 基礎のまとめNaspers の収益と売上を時価総額と比較するとどうか。NNW 基礎統計学時価総額€36.41b収益（TTM）€4.32b売上高(TTM)€9.41b8.4xPER（株価収益率3.9xP/SレシオNNW は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NNW 損益計算書（TTM）収益US$10.85b売上原価US$6.03b売上総利益US$4.82bその他の費用-US$162.00m収益US$4.98b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）6.61グロス・マージン44.44%純利益率45.93%有利子負債／自己資本比率32.6%NNW の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.1%現在の配当利回り0.7855%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 05:40終値2026/08/04 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Naspers Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Jonathan BradleyAbsa Bank LimitedMaurice PatrickBarclaysJohn-Paul DavidsBarclays16 その他のアナリストを表示
Reported Earnings • Jul 01Full year 2026 earnings released: EPS: US$6.35 (vs US$6.29 in FY 2025)Full year 2026 results: EPS: US$6.35. Revenue: US$10.8b (up 51% from FY 2025). Net income: US$4.98b (down 7.2% from FY 2025). Profit margin: 46% (down from 75% in FY 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Jun 29Naspers Limited, Annual General Meeting, Aug 26, 2026Naspers Limited, Annual General Meeting, Aug 26, 2026.
お知らせ • Jun 19Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2026Naspers Limited provided earnings guidance for the year ended 31 March 2026. For the year, the company expects earnings per share for continuing operations to increase between negative 8 US cents to positive 35 US cents or negative 1.3% to positive 5.7%. This is primarily driven by the Group's improved overall profitability across consolidated businesses in LatAm, Europe and India as well as stronger equity accounted results, primarily from Tencent. This was offset by a lower gain from the sale of our Tencent shareholding - reflecting fewer shares sold in the period - and increased unrealised foreign currency losses on translation of the euro-denominated bonds to the group's US dollar reporting currency. Earnings per share from total operations to be between negative 1 US cent to positive 42 US cents or negative 0.1% to positive 6.9%.
お知らせ • May 01Naspers Limited to Report Fiscal Year 2026 Results on Jun 29, 2026Naspers Limited announced that they will report fiscal year 2026 results on Jun 29, 2026
お知らせ • Aug 23Naspers Limited Announces Committee AppointmentsNaspers Limited at its AGM held on August 21, 2025, approved appointment of the following audit committee members: Sharmistha Dubey; Election and re-election of the following social, ethics and sustainability committee members: Debra Meyer (chair), Rache Jafta, Ying Xu, Phuthi Mahanyele-Dabengwa.
お知らせ • Aug 22Naspers Limited Announces Retirement of Mr. Cobus Stofberg from the Board, Effective August 19, 2025Shareholders are advised that with effect from 19 August 2025 Naspers's non-executive director, Mr. Cobus Stofberg, retired from the board. He was a member of the founding team of the M-Net/MultiChoice pay-television business, which began in South Africa in 1985. He served as financial manager, chief operating officer and chief executive of various companies within the Naspers/Prosus group from 1985 to 2011, and was at the forefront of the group's expansion internationally. From October 2013 he served as director of Naspers, and since August 2019 also of Prosus.
Reported Earnings • Jul 01Full year 2026 earnings released: EPS: US$6.35 (vs US$6.29 in FY 2025)Full year 2026 results: EPS: US$6.35. Revenue: US$10.8b (up 51% from FY 2025). Net income: US$4.98b (down 7.2% from FY 2025). Profit margin: 46% (down from 75% in FY 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Jun 29Naspers Limited, Annual General Meeting, Aug 26, 2026Naspers Limited, Annual General Meeting, Aug 26, 2026.
お知らせ • Jun 19Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2026Naspers Limited provided earnings guidance for the year ended 31 March 2026. For the year, the company expects earnings per share for continuing operations to increase between negative 8 US cents to positive 35 US cents or negative 1.3% to positive 5.7%. This is primarily driven by the Group's improved overall profitability across consolidated businesses in LatAm, Europe and India as well as stronger equity accounted results, primarily from Tencent. This was offset by a lower gain from the sale of our Tencent shareholding - reflecting fewer shares sold in the period - and increased unrealised foreign currency losses on translation of the euro-denominated bonds to the group's US dollar reporting currency. Earnings per share from total operations to be between negative 1 US cent to positive 42 US cents or negative 0.1% to positive 6.9%.
お知らせ • May 01Naspers Limited to Report Fiscal Year 2026 Results on Jun 29, 2026Naspers Limited announced that they will report fiscal year 2026 results on Jun 29, 2026
お知らせ • Aug 23Naspers Limited Announces Committee AppointmentsNaspers Limited at its AGM held on August 21, 2025, approved appointment of the following audit committee members: Sharmistha Dubey; Election and re-election of the following social, ethics and sustainability committee members: Debra Meyer (chair), Rache Jafta, Ying Xu, Phuthi Mahanyele-Dabengwa.
お知らせ • Aug 22Naspers Limited Announces Retirement of Mr. Cobus Stofberg from the Board, Effective August 19, 2025Shareholders are advised that with effect from 19 August 2025 Naspers's non-executive director, Mr. Cobus Stofberg, retired from the board. He was a member of the founding team of the M-Net/MultiChoice pay-television business, which began in South Africa in 1985. He served as financial manager, chief operating officer and chief executive of various companies within the Naspers/Prosus group from 1985 to 2011, and was at the forefront of the group's expansion internationally. From October 2013 he served as director of Naspers, and since August 2019 also of Prosus.
お知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.
お知らせ • Jun 23Naspers Limited, Annual General Meeting, Aug 21, 2025Naspers Limited, Annual General Meeting, Aug 21, 2025.
お知らせ • Jun 12Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2025Naspers Limited provided earnings guidance for the year ended 31 March 2025. For the year, the company expects earnings per share from continuing operations of 1,448 US cents to 1,558 US cents. Headline earnings per share from continuing operations of 710 US cents to 763 US cents. Earnings per share from total operations of 1,511 US cents to 1,621 US cents. Headline earnings per share from total operations of 743 US cents to 796 US cents.
お知らせ • Mar 27Naspers Limited Announces Changes to the Composition of BoardNaspers Limited announced With effect from 1 April 2025, Mrs. Phuthi Mahanyele-Dabengwa (54) will be appointed as an executive director. Mrs. Mahanyele-Dabengwa holds a Bachelor of Arts in Economics from Douglass College at Rutgers University in the United States (1993) and a Masters of Business Administration from De Montfort University (1996). Mrs. Mahanyele-Dabengwa is currently the South Africa CEO of Naspers. She is also an independent non-executive director of Vodacom. She is a member of the United Nation's Global Compact Network SA board and of the SA BRICS Business Council. Furthermore, Mr. Nolo Letele will retire as a non-executive director of the board and the social, ethics and sustainability committee with effect from 31 March 2025. The board expresses its deepest gratitude to Nolo for his significant and invaluable contributions to the Naspers Group over many years.
お知らせ • Jan 20+ 1 more updateNaspers Limited to Report Fiscal Year 2025 Results on Jun 23, 2025Naspers Limited announced that they will report fiscal year 2025 results on Jun 23, 2025
お知らせ • Dec 02Naspers Limited Announces CFO ChangesNaspers Limited announced that After 29 years of exemplary leadership and service, Basil Sgourdos will retire as Group Chief Financial Officer, effective 30 November 2024. Nico Marais will assume the role of Interim Chief Financial Officer of Naspers and Prosus. The process to finalise the role of the Group Chief Financial Officer has begun and the market will be advised of this decision in due course.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €216, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total returns to shareholders of 51% over the past three years.
お知らせ • Aug 09Basil Sgourdos to Retire as Group Chief Financial Officer of Naspers Limited, Effective 30 November 2024Naspers Limited announced that after 29 years of exemplary leadership and service, Basil Sgourdos will retire from his position as Group Chief Financial Officer effective 30 November 2024. Basil has had a broad and varied career at Naspers having joined the Company in 1994, initially as the finance manager of the South African operations division in MultiChoice before taking on a number of other global leadership positions within the Group. He was appointed Group Chief Financial Director of Naspers in July 2014 and of Prosus since its listing in 2019. The human resources and remuneration committees and nomination committees will begin the process to secure a suitably qualified successor to assume the role of Group Chief Financial Officer.
お知らせ • Aug 08Naspers Limited Announces Retirement of Basil Sgourdos as Financial Director, Effective 30 November 2024Naspers Limited boards announced that after 29 years of exemplary leadership and service, Basil Sgourdos will retire from his position as financial director effective 30 November 2024. Basil has had a broad and varied career at Naspers having joined the Company in 1994, initially as the finance manager of the South African operations division in MultiChoice before taking on a number of other global leadership positions within the Group. He was appointed Group Chief Financial Director of Naspers in July 2014.
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: US$16.77 (vs US$18.18 in FY 2023)Full year 2024 results: EPS: US$16.77 (down from US$18.18 in FY 2023). Revenue: US$6.43b (down 5.1% from FY 2023). Net income: US$3.13b (down 18% from FY 2023). Profit margin: 49% (down from 56% in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jun 25Naspers Limited, Annual General Meeting, Aug 22, 2024Naspers Limited, Annual General Meeting, Aug 22, 2024.
お知らせ • Jun 13Naspers Limited Provides Earnings Guidance for the Year Ended 31 March 2024Naspers Limited provided earnings guidance for the year ended 31 March 2024. Loss per share to be between US 491 cents -US 345 cents for Continuing operations.Loss per share to be between US 555 cents -US 409 cents for Continuing operations.
お知らせ • May 18+ 1 more updateNaspers Limited and Prosus Announces CEO ChangesNaspers Limited announced that the Boards of Prosus and Naspers have unanimously approved the appointment of Fabricio Bloisi as Chief Executive Officer (CEO), Prosus and Naspers Group ("the Group"). The appointment is effective as of 1 July 2024. Fabricio Bloisi assumes the role of Group CEO from his role as CEO, iFood. Fabricio acquired iFood in 2013 when it was a 20-person start-up. He has since grown it rapidly and profitably to become Brazil's leading food delivery company. Fabricio is a proven entrepreneur and innovator with deep roots in operating, building and scaling world- class technology companies within growth markets. The Board thanked Ervin Tu for his strong leadership of the Group over the last eight months as Interim CEO. Fabrício Bloisi is the founder of Movile and the CEO of iFood, the leading food delivery company in Latin America. iFood has over 5,000 employees, 350,000 partner restaurants, works with over 300,000 delivery partner couriers, and serves over 96 million orders per month. iFood directly and indirectly moved U$20 billion in gross production value, impacting 0.53% of Brazil's GDP in 2022. Fabricio holds a degree in Computer Science from the State University of Campinas (UNICAMP) and a MBA from Getulio Vargas Foundation (FGV/EAESP). His thesis focused on high-growth startups, innovation, and strategy. He also completed the EPGC program at Stanford Graduate School of Business and OPM at Harvard. He is personally dedicated to promoting education projects through his 1Bi Foundation to support education through technology. 1Bi supports projects such as Potência Tech, Meu Diploma do Ensino Médio, Movimento Tech, and the XPrize. In 2023, Fabricio was appointed as a UN spokesperson on education on SDG 4 for Brazil and also joined the economic and sustainable development council of the President of the Republic of Brazil. Fabricio Bloisi will join the Naspers board as an executive director on 1 July and the Prosus board following the AGM in August 2024, subject to shareholder approval.
お知らせ • Feb 08+ 1 more updateNaspers Limited to Report Q2, 2025 Results on Nov 27, 2024Naspers Limited announced that they will report Q2, 2025 results on Nov 27, 2024
お知らせ • Nov 29Naspers Limited Announces Dividend for the Year Ended 31 March 2023, Payable on 11 December 2023Naspers Limited announced that following shareholder approval on 24 August 2023 and the removal of the cross-holding structure, for the year ended 31 March 2023, 874 cents (2022: 660.2344 cents) per listed N ordinary share and 174.8 cents (2022: 132.0469 cents) per unlisted A ordinary share will be payable to eligible Naspers shareholders as dividends. Dividends will be payable to shareholders recorded in the register on 8 December 2023, and paid on 11 December 2023. The last date to trade cum and be eligible for the dividend will be on Tuesday, 5 December 2023 (shares trade ex-dividend from 6 December 2023). Shares may not be dematerialised or rematerialised between 6 December 2023, and 8 December 2023, both dates inclusive.
お知らせ • Sep 19+ 1 more updateNaspers and Prosus Announce CEO ChangesThe Naspers and Prosus boards and Bob van Dijk have mutually agreed that Bob will, effective 18 September 2023, step down from his position as chief executive of both companies. Bob has agreed to assist with the transition after this date and will remain as a consultant to the group until 30 September 2024. Bob has been the chief executive of Naspers since 2014 and of Prosus since its listing in 2019. Bob established the group as a leading global consumer internet company, creating significant value for shareholders. The boards sincerely thank Bob for his leadership and contribution. Ervin Tu will assume the role of interim Chief Executive of Naspers and Prosus. Ervin assuming the role as Interim CEO will result in a seamless transition. As the Chief Investment Officer, he has made significant contributions to the strategic direction of the company and will provide continuity in the execution of the Group’s key priorities. That includes bringing the company’s ecommerce consolidated portfolio to profitability while maintaining growth, and leading capital allocation across the Group.
お知らせ • Jun 09+ 2 more updatesNaspers Limited to Report First Half, 2024 Results on Nov 28, 2023Naspers Limited announced that they will report first half, 2024 results on Nov 28, 2023
Upcoming Dividend • Nov 24Upcoming dividend of R6.62 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (0.3%).
Reported Earnings • Nov 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$30.31 (up from US$5.00 in 1H 2021). Revenue: US$3.58b (up 43% from 1H 2021). Net income: US$11.0b (up 416% from 1H 2021). Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 27%, compared to a 54% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Executive Departure • Oct 10Company Secretary Gillian Kisbey-Green has left the companyOn the 30th of September, Gillian Kisbey-Green's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Gillian's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €159, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 43x in the Online Retail industry in Germany. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.34 per share.
Executive Departure • Aug 27Independent Non-Executive Director Emilie Choi has left the companyOn the 26th of August, Emilie Choi's tenure as Independent Non-Executive Director ended after 4.4 years in the role. We don't have any record of a personal shareholding under Emilie's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.54 years.
Executive Departure • Aug 27Independent Non-Executive Director Emilie Choi has left the companyOn the 26th of August, Emilie Choi's tenure as Independent Non-Executive Director ended after 4.4 years in the role. We don't have any record of a personal shareholding under Emilie's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.54 years.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$139, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 45x in the Online Retail industry in Germany. Total loss to shareholders of 32% over the past three years.
Executive Departure • Apr 08Independent Non-Executive Director has left the companyOn the 1st of April, Donald Eriksson's tenure as Independent Non-Executive Director ended after 7.5 years in the role. We don't have any record of a personal shareholding under Donald's name. A total of 2 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 11New 90-day high: €205The company is up 21% from its price of €169 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.09 per share.
Is New 90 Day High Low • Jan 19New 90-day high: €192The company is up 22% from its price of €158 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.13 per share.
Reported Earnings • Nov 25First half 2021 earnings released: EPS US$5.00The company reported a mediocre first half result with weaker earnings and profit margins, although revenues were improved. First half 2021 results: Revenue: US$2.50b (up 44% from 1H 2020). Net income: US$2.14b (down 5.2% from 1H 2020). Profit margin: 86% (down from 131% in 1H 2020). The decrease in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Nov 18Upcoming Dividend of R5.80 Per ShareWill be paid on the 30th of November to those who are registered shareholders by the 25th of November. The trailing yield of 0.2% is below the top quartile of German dividend payers (3.7%), and is lower than industry peers (0.2%).
Is New 90 Day High Low • Oct 31New 90-day high: €166The company is up 5.0% from its price of €158 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.87 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €141The company is down 13% from its price of €162 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.94 per share.
