Kakao Corp.

KOSE:A035720 株式レポート

時価総額：₩15.4t

Kakao 将来の成長

Future 基準チェック /16

Kakao利益と収益がそれぞれ年間17.5%と6.4%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6.6% 17.6%なると予測されています。

主要情報

17.5%

収益成長率

17.58%

EPS成長率

Interactive Media and Services 収益成長9.5%
収益成長率6.4%
将来の株主資本利益率6.57%
アナリストカバレッジ

Good

最終更新日15 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 07

A035720: Upcoming Board Investments Will Support Stronger Future Profitability Outlook

Kakao’s analyst price target has been reset from about ₩69,815 to about ₩66,667, as analysts factor in slightly lower fair value, marginally higher discount rates, and more conservative assumptions for revenue growth and profit margins while keeping future P/E expectations broadly similar. What's in the News Kakao scheduled a board meeting for Feb 23, 2026 to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
ナラティブ更新 • Jun 23

A035720: Future Investment Commitments Will Support Long-Term Bullish Outlook

Analysts have revised Kakao's fair value estimate from ₩59,000 to about ₩46,022, reflecting updated assumptions for revenue growth, profit margins, and a slightly higher discount rate, even though the projected future P/E remains broadly similar. What's in the News Kakao has scheduled a board meeting on Feb 23, 2026, to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
ナラティブ更新 • Jun 06

A035720: Upcoming Capital Injections Will Support Stronger Profitability Outlook

Analysts have trimmed Kakao's implied fair value only slightly, from about ₩70,556 to around ₩69,815. This points to updated assumptions that include modestly higher revenue growth, a wider profit margin and a somewhat lower future P/E multiple.
ナラティブ更新 • May 23

A035720: Upcoming Capital Injections Will Support Future Upside Potential

Analysts have trimmed Kakao's fair value estimate from ₩76,115 to ₩70,556, reflecting updated views on slightly softer revenue growth and profit margins, along with a modestly higher discount rate, even as future P/E assumptions remain broadly similar. What's in the News Board meeting scheduled for February 23, 2026, to review finalized terms and conditions for a KRW 45,100,000,000 portion of a broader investment plan (Key Developments).
ナラティブ更新 • May 02

A035720: Upcoming Capital Inflows And Dividend Policy Will Support Bullish Outlook

Analysts have trimmed Kakao's fair value estimate from ₩59,666 to ₩59,000, as they now expect lower revenue growth and profit margins, along with a higher assumed discount rate and future P/E multiple. What's in the News Kakao's board plans to meet on February 23, 2026 to review finalized terms and conditions for a KRW 45.1b portion of a total investment (Key Developments).
ナラティブ更新 • Apr 17

A035720: Dividend Initiation And Capital Raise Will Support Future Upside

Analysts have kept Kakao's fair value estimate steady at ₩90,000. They explained that the unchanged price targets reflect offsetting shifts in inputs, including a slightly higher discount rate, higher projected revenue growth and profit margins, and a lower assumed future P/E multiple.
ナラティブ更新 • Apr 03

A035720: New Capital Raise And Dividend Policy Will Support Future Upside

Analysts have adjusted their Kakao price target slightly lower from about ₩76,667 to around ₩76,115, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, which they see as better aligned with current forecasts. What's in the News Kakao has scheduled a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors, involving KRW 3.0b in convertible preferred shares to GS Assemble Fund, with an expected payment date of March 20, 2026, subject to procedural progress (Key Developments).
ナラティブ更新 • Mar 20

A035720: Future Capital Raise And Dividend Policy Will Support Bullish Outlook

Analysts have reduced their Kakao fair value estimate from ₩61,562 to ₩59,667, reflecting higher discount rates together with stronger assumptions for revenue growth, profit margins, and a lower future P/E. What's in the News Kakao plans a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors.
ナラティブ更新 • Mar 06

A035720: Dividend Introduction And Margin Improvement Will Support Future Upside

Analysts are maintaining Kakao's fair value estimate at ₩90,000. This updated view is guided by a slightly higher discount rate, a modestly lower revenue growth assumption, and a small uplift in profit margin and future P/E expectations.
ナラティブ更新 • Feb 20

A035720: Higher Future P/E Multiple Will Support Margin Recovery And Upside

Analysts have adjusted their fair value estimate for Kakao to ₩90,000 from ₩88,000, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Kakao Corp.
ナラティブ更新 • Feb 06

A035720: External Investment Review Will Support Higher Margins And Future Upside

Analysts are holding Kakao's fair value estimate steady at ₩88,000, with a slightly higher discount rate, slightly lower revenue growth, and slightly higher profit margin and future P/E assumptions shaping the latest price target view. What's in the News A board meeting is scheduled for November 19, 2025, to review the purpose of an external investment, the overall transaction structure, and the transaction price (Key Developments).
ナラティブ更新 • Jan 22

A035720: Fair Outlook As Q4 Trends And Board Review Will Guide Expectations

Analysts have lifted their fair value estimate for Kakao from ₩57,984 to ₩61,562 as they incorporate slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E into their updated models. What's in the News Kakao has scheduled a board meeting for Nov 19, 2025 to review the purpose of an external investment, the transaction structure, the transaction price, and other related matters (Key Developments).
ナラティブ更新 • Jan 08

A035720: Fair Outlook As Q4 Advertising And Board Review Will Shape Expectations

Analysts now see Kakao’s fair value at ₩57,984, up from ₩53,712. This reflects adjusted views on revenue growth, profit margins and future P/E assumptions.
ナラティブ更新 • Dec 25

A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability

Analysts have lifted their price target on Kakao by ₩0 to ₩88,000, citing slightly stronger projected revenue growth, higher expected profit margins, and a modestly lower forward P/E multiple that together support a more favorable risk-reward profile despite a higher discount rate. What's in the News Kakao's board has scheduled a meeting for November 19, 2025, to review the purpose of an external investment, overall transaction structure, pricing, and related matters (board meeting filing).
ナラティブ更新 • Dec 11

A035720: Upcoming Investment Review And Earnings Momentum Will Support Future Upside

Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation. What's in the News Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing) New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance) Valuation Changes The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.
ナラティブ更新 • Nov 27

A035720: Rising Profit Margins And Lower P/E To Drive Future Upside

Narrative Update on Kakao: Analyst Price Target Revision Analysts have raised Kakao's fair value estimate from 75,250 KRW to 76,666.67 KRW. This revision reflects improved profit margin expectations and a lower anticipated future price-to-earnings ratio, even though revenue growth forecasts have been moderated.
ナラティブ更新 • Nov 08

A035720: Modest Revenue Gains And Higher Multiple Will Drive Future Upside

Kakao Analyst Price Target Raised on Expectations of Modest Growth Analysts have increased Kakao's fair value estimate by ₩1,000 to ₩75,250, citing slightly higher projected revenue growth, even though there is a minor decrease in the expected profit margin. Valuation Changes The Fair Value Estimate has risen slightly, increasing from ₩74,250 to ₩75,250.
ナラティブ更新 • Sep 24

Advanced AI And Fintech Expansion Will Transform Digital Engagement

Kakao's valuation metrics, including net profit margin and discount rate, showed only marginal improvement, resulting in an almost unchanged consensus analyst price target, which increased slightly from ₩73,500 to ₩74,250. Valuation Changes Summary of Valuation Changes for Kakao The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₩73500 to ₩74250.
ナラティブ更新 • Aug 08

Advanced AI And Fintech Expansion Will Transform Digital Engagement

Upward revisions in both Kakao's net profit margin and consensus revenue growth forecasts have driven the analyst price target higher from ₩63,554 to ₩68,768. What's in the News Kakao Corp.
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新しいナラティブ • Nov 18

Unlocking Growth And Innovation Through Personalized AI, Healthcare Expansion, And Enhanced User Engagement

Kakao's focus on user engagement and AI-driven services could enhance revenue streams and profit potential through targeted advertising and differentiated offerings.

業績と収益の成長予測

KOSE:A035720 - 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
12/31/20289,755,722913,9021,406,7601,946,40020
12/31/20279,082,777789,7811,235,8691,822,40627
12/31/20268,285,650674,0051,396,9451,784,87523
3/31/20268,293,339520,002939,5791,499,240N/A
12/31/20258,099,148500,367823,5091,404,763N/A
9/30/20257,812,166323,469710,9851,207,132N/A
6/30/20257,646,983304,328840,4101,241,709N/A
3/31/20257,623,569244,371647,4661,122,887N/A
12/31/20247,864,033106,328783,5311,250,459N/A
9/30/20247,913,153-830,749888,8211,476,730N/A
6/30/20248,003,226-915,669910,8141,570,293N/A
3/31/20247,921,583-961,027736,4281,478,215N/A
12/31/20237,557,002-1,012,551630,7201,341,098N/A
9/30/20237,024,522-20,067387,1661,048,591N/A
6/30/20236,871,74765,405360,5211,044,107N/A
3/31/20236,770,80777,086243,752853,792N/A
12/31/20226,798,7421,358,019134,841678,376N/A
9/30/20226,892,2881,549,079554,3891,016,415N/A
6/30/20226,774,3712,221,867528,354858,349N/A
3/31/20226,304,2522,465,914852,4961,115,788N/A
12/31/20215,910,5131,387,3141,013,9511,306,572N/A
9/30/20215,500,6651,122,172777,1231,066,961N/A
6/30/20214,860,322470,575826,7091,178,814N/A
3/31/20214,460,980298,677712,236989,278N/A
12/31/20204,071,392151,601707,335971,096N/A
9/30/20203,769,255-82,071675,650878,233N/A
6/30/20203,451,994-153,880605,042744,034N/A
3/31/20203,232,176-254,866668,463824,446N/A
12/31/20193,070,111-304,815N/A752,667N/A
9/30/20192,895,867121,034N/A776,139N/A
6/30/20192,711,98581,952N/A632,933N/A
3/31/20192,567,88461,544N/A488,020N/A
12/31/20182,416,99247,886N/A491,470N/A
9/30/20182,288,33260,379N/A374,441N/A
6/30/20182,204,45275,799N/A351,660N/A
3/31/20182,083,96168,736N/A419,212N/A
12/31/20171,972,326108,597N/A371,927N/A
9/30/20171,881,481120,522N/A389,229N/A
6/30/20171,757,459100,683N/A355,843N/A
3/31/20171,665,53698,213N/A322,907N/A
12/31/20161,464,23357,674N/A317,259N/A
9/30/20161,252,09245,234N/A216,341N/A
6/30/20161,090,28146,023N/A185,160N/A
3/31/2016940,24457,745N/A185,673N/A
12/31/2015932,15275,666N/A162,217N/A
9/30/2015944,500116,571N/A221,404N/A

アナリストによる今後の成長予測

収入対貯蓄率: A035720の予測収益成長率 (年間17.5% ) は 貯蓄率 ( 3.1% ) を上回っています。

収益対市場: A035720の収益 ( 17.5% ) KR市場 ( 32% ) よりも低い成長が予測されています。

高成長収益: A035720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: A035720の収益 ( 6.4% ) KR市場 ( 16% ) よりも低い成長が予測されています。

高い収益成長: A035720の収益 ( 6.4% ) 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: A035720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 ( 6.6 %)。

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2026/07/21 12:40
終値2026/07/21 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

Kakao Corp. 27 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。39

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