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NAVER CorporationKOSE:A035420 株式レポート

時価総額 ₩33.2t
株価
₩203.00k
₩302.11k
32.8% 割安 内在価値ディスカウント
1Y-30.1%
7D-16.1%
1D
ポートフォリオ価値
表示

NAVER Corporation

KOSE:A035420 株式レポート

時価総額:₩33.2t

NAVER(A035420)株式概要

NAVER株式会社は、その子会社とともに、韓国、日本、および国際的なオンライン検索ポータルとオンライン情報サービスを提供しています。 詳細

A035420 ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績2/6
財務の健全性6/6
配当金5/6

A035420 Community Fair Values

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NAVER Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要NAVER
過去の株価
現在の株価₩203,000.00
52週高値₩304,000.00
52週安値₩190,800.00
ベータ1.13
1ヶ月の変化0%
3ヶ月変化-5.80%
1年変化-30.12%
3年間の変化9.20%
5年間の変化-50.67%
IPOからの変化9,475.38%

最新ニュース

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.

株主還元

A035420KR Interactive Media and ServicesKR 市場
7D-16.1%-10.2%5.6%
1Y-30.1%-33.3%182.9%

業界別リターン: A035420過去 1 年間で-33.3 % の収益を上げたKR Interactive Media and Services業界を上回りました。

リターン対市場: A035420は、過去 1 年間で182.9 % のリターンを上げたKR市場を下回りました。

価格変動

Is A035420's price volatile compared to industry and market?
A035420 volatility
A035420 Average Weekly Movement10.1%
Interactive Media and Services Industry Average Movement7.8%
Market Average Movement8.8%
10% most volatile stocks in KR Market16.1%
10% least volatile stocks in KR Market4.6%

安定した株価: A035420 、 KR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: A035420の 週次ボラティリティ ( 10% ) 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
1999n/aSoo-yeon Choiwww.navercorp.com

NAVER Corporationは、その子会社とともに、韓国、日本、および海外でオンライン検索ポータルとオンライン情報サービスを提供している。様々な検索プラットフォームを提供している。化粧品製造、電子金融事業、映画・音声コンテンツ制作・配信、アニメ・VFX制作、ウェブトゥーンサービス開発、語学学習アプリケーション開発、モニター・広告運用、モバイルサービス開発・運用、取引プラットフォーム運用、衣料品・アクセサリー・ニュース配信、ウェブ小説プラットフォームサポート、Eコマース、データベース・オンライン情報供給事業を展開。さらに、クラウドサービス管理・業務支援・人材供給・人材派遣、カメラ・通信アプリケーション開発サービス、グループウェア開発・サービス管理、展示会・公演企画事業、新技術開発・研究、グローバルビジネス支援、ソフトウェアコンサルティング・開発・販売、IT投資・研究、オンラインライブ放送サービス・地域マーケティング、コンテンツ制作、コミュニティサービスマーケティング、ITインフラ運営、コマースプラットフォーム、カスタマーセンター運営、コミック出版などの事業を展開している。旧社名はNHN株式会社。NAVER株式会社は1999年に設立され、本社は韓国城南市にある。

NAVER Corporation 基礎のまとめ

NAVER の収益と売上を時価総額と比較するとどうか。
A035420 基礎統計学
時価総額₩33.21t
収益(TTM)₩1.79t
売上高(TTM)₩12.49t
16.9x
PER(株価収益率
2.4x
P/Sレシオ

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
A035420 損益計算書(TTM)
収益₩12.49t
売上原価₩0
売上総利益₩12.49t
その他の費用₩10.70t
収益₩1.79t

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)11.99k
グロス・マージン100.00%
純利益率14.36%
有利子負債/自己資本比率13.1%

A035420 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

1.3%
現在の配当利回り
22%
配当性向

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2026/06/23 16:11
終値2026/06/23 00:00
収益2026/03/31
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

NAVER Corporation 28 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。47

アナリスト機関
Seyon ParkBarclays
Min-joo KangBernstein
A-Hyung ChoBofA Global Research