NAVER Corporation

KOSE:A035420 株式レポート

時価総額：₩31.4t

NAVER 将来の成長

Future 基準チェック /16

NAVER利益と収益がそれぞれ年間11.4%と10.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.4% 10.9%なると予測されています。

主要情報

11.4%

収益成長率

10.85%

EPS成長率

Interactive Media and Services 収益成長9.5%
収益成長率10.6%
将来の株主資本利益率7.44%
アナリストカバレッジ

Good

最終更新日28 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jul 28

A035420: Sovereign AI Expansion And Data Center Buildout Will Shape Balanced Outlook

Analysts now see NAVER's fair value at about ₩212,600, compared with the prior ₩237,000, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for NAVER NAVER, NVIDIA and Brookfield announced a proposed expansion of Korea’s sovereign AI factory infrastructure to 200 megawatts at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.
ナラティブ更新 • Jul 14

A035420: Sovereign AI Infrastructure Expansion Will Drive Stronger Long-Term Earnings Power

NAVER’s updated analyst price target has shifted from ₩410,000 to about ₩388,537. Analysts attribute this change to revised assumptions on discount rates, revenue growth, profit margins, and future P/E multiples in their refreshed models.
ナラティブ更新 • Jun 29

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

Analysts have adjusted their view on NAVER, lifting the fair value estimate from ₩230,000 to ₩237,000 as they factor in updated assumptions on revenue growth, profit margins, discount rate, and future P/E levels. What’s in the News for NAVER NAVER plans to expand its sovereign AI infrastructure starting at 55 megawatts, with a roadmap toward gigawatt scale.
分析記事 • Jun 26

Is There Now An Opportunity In NAVER Corporation (KRX:035420)?

NAVER Corporation ( KRX:035420 ) received a lot of attention from a substantial price movement on the KOSE over the...
ナラティブ更新 • 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...
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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.

業績と収益の成長予測

KOSE:A035420 - アナリストの将来予測と過去の財務データ ( )KRW Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202817,419,3532,587,5302,699,1584,235,38823
12/31/202715,305,4262,317,7162,466,8203,577,74228
12/31/202613,703,4931,952,3312,062,1062,726,31928
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

アナリストによる今後の成長予測

収入対貯蓄率: A035420の予測収益成長率 (年間11.4% ) は 貯蓄率 ( 3.1% ) を上回っています。

収益対市場: A035420の収益 ( 11.4% ) KR市場 ( 31.5% ) よりも低い成長が予測されています。

高成長収益: A035420の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: A035420の収益 ( 10.6% ) KR市場 ( 15.9% ) よりも低い成長が予測されています。

高い収益成長: A035420の収益 ( 10.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: A035420の 自己資本利益率 は、3年後には低くなると予測されています ( 7.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/29 14:58
終値2026/07/29 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

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。48

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