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WEBTOON Entertainment Inc.NasdaqGS:WBTN 株式レポート

時価総額 US$1.7b
株価
US$12.09
US$12.21
1.1% 割安 内在価値ディスカウント
1Y34.7%
7D-9.0%
ポートフォリオ価値
表示

WEBTOON Entertainment Inc.

NasdaqGS:WBTN 株式レポート

時価総額:US$1.7b

WEBTOON Entertainment(WBTN)株式概要

WEBTOON Entertainment Inc.は、米国、韓国、日本、および海外でストーリーテリングプラットフォームを運営している。 詳細

WBTN ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長3/6
過去の実績0/6
財務の健全性5/6
配当金0/6

報酬

リスク分析

リスクチェックの結果、WBTN 、リスクは検出されなかった。

WBTN Community Fair Values

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See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

WEBTOON Entertainment Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要WEBTOON Entertainment
過去の株価
現在の株価US$12.09
52週高値US$22.47
52週安値US$8.17
ベータ0
1ヶ月の変化5.45%
3ヶ月変化13.90%
1年変化34.73%
3年間の変化n/a
5年間の変化n/a
IPOからの変化-47.46%

最新ニュース

分析記事 May 14

WEBTOON Entertainment Inc. (NASDAQ:WBTN) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Investors in WEBTOON Entertainment Inc. ( NASDAQ:WBTN ) had a good week, as its shares rose 6.0% to close at US$13.83...
Seeking Alpha May 13

Webtoon Entertainment Has Cash, But It Needs Growth

Summary Webtoon Entertainment remains a 'hold' after Q1 2026 results, with revenue missing expectations and ongoing monthly active user declines. WBTN's profitability improved, with a narrower net loss and higher EBITDA, but adjusted operating cash flow deteriorated and volatility remains high. Monthly paying users grew 2.2% year over year, aided by content launches and higher ARPPU, yet total MAUs declined across all regions. Strong cash position ($594.9M, no debt) and Disney collaboration offer potential, but stabilization in user metrics is needed before considering an upgrade. Read the full article on Seeking Alpha
ナラティブの更新 May 01

WBTN: Future Returns Will Depend On Monetization Visibility And New AI Initiatives

Analysts have trimmed their average price target on WEBTOON Entertainment to $12.21 per share, with cuts from around $19 to $10 to $15 reflecting softer Q4 results, reduced revenue guidance, and calls for clearer visibility on sales trends and monetization. Analyst Commentary Street research on WEBTOON Entertainment centers on how quickly the business can improve visibility on growth, monetization, and the impact of competitive formats, with price targets now clustered in the US$10 to US$15 range and ratings leaning toward Neutral or Hold.

Recent updates

分析記事 May 14

WEBTOON Entertainment Inc. (NASDAQ:WBTN) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Investors in WEBTOON Entertainment Inc. ( NASDAQ:WBTN ) had a good week, as its shares rose 6.0% to close at US$13.83...
Seeking Alpha May 13

Webtoon Entertainment Has Cash, But It Needs Growth

Summary Webtoon Entertainment remains a 'hold' after Q1 2026 results, with revenue missing expectations and ongoing monthly active user declines. WBTN's profitability improved, with a narrower net loss and higher EBITDA, but adjusted operating cash flow deteriorated and volatility remains high. Monthly paying users grew 2.2% year over year, aided by content launches and higher ARPPU, yet total MAUs declined across all regions. Strong cash position ($594.9M, no debt) and Disney collaboration offer potential, but stabilization in user metrics is needed before considering an upgrade. Read the full article on Seeking Alpha
ナラティブの更新 May 01

WBTN: Future Returns Will Depend On Monetization Visibility And New AI Initiatives

Analysts have trimmed their average price target on WEBTOON Entertainment to $12.21 per share, with cuts from around $19 to $10 to $15 reflecting softer Q4 results, reduced revenue guidance, and calls for clearer visibility on sales trends and monetization. Analyst Commentary Street research on WEBTOON Entertainment centers on how quickly the business can improve visibility on growth, monetization, and the impact of competitive formats, with price targets now clustered in the US$10 to US$15 range and ratings leaning toward Neutral or Hold.
ナラティブの更新 Apr 17

WBTN: Future Returns Will Depend On Guidance Clarity And Monetization Progress

The analyst price target for WEBTOON Entertainment has moved lower to $12.21 from $12.21 as analysts factor in softer Q4 results, reduced revenue visibility, and concerns around guidance, monetization, and competition from alternative content formats. Analyst Commentary Analysts are reassessing WEBTOON Entertainment after the recent Q4 report, with several moving to more cautious stances and reducing price targets as they weigh softer results, guidance uncertainty, and competitive pressures against longer term growth drivers.
ナラティブの更新 Apr 02

WBTN: Softer Revenue Trends And Guidance Will Shape Monetization And Competition Risks

The analyst fair value estimate for WEBTOON Entertainment has changed from $11.00 to $10.00 as analysts factor in softer revenue trends, lower expected growth and margins, higher required returns, and a higher future P/E multiple following recent earnings and guidance. Analyst Commentary Recent Street research on WEBTOON Entertainment has turned more cautious following the Q4 report and updated guidance.
ナラティブの更新 Mar 19

WBTN: Future Upside Will Hinge On Clarifying The Disney Partnership Timeline

The analyst price target for WEBTOON Entertainment has moved lower from $16.29 to $12.21 as analysts factor in softer revenue guidance, questions around returning to double-digit growth, pressure from short-form video and advertising, and limited visibility following mixed Q4 results. Analyst Commentary Recent Street research on WEBTOON Entertainment reflects a mixed view, with several firms cutting price targets and some shifting to more neutral stances after the Q4 report and updated guidance.
ナラティブの更新 Mar 04

WBTN: Future Returns Will Depend On Clarifying The Disney Partnership Timeline

Analysts have trimmed their average price target on WEBTOON Entertainment to $16.29 from $23, reflecting weaker Q4 trends, softer guidance, and increased uncertainty around advertising, competition from short form video, and the timing of key partnerships. Analyst Commentary Street research on WEBTOON Entertainment has turned more cautious after the latest earnings update, with several firms cutting price targets and reassessing the balance between near term execution risks and longer term growth potential.
ナラティブの更新 Feb 17

WBTN: Future Returns Will Hinge On Disney Private Placement Partnership

Analysts have kept their fair value estimate for WEBTOON Entertainment steady at about $16.29, with only minor model tweaks to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E, supporting an unchanged price target. What's in the News WEBTOON Entertainment entered into a Securities Purchase Agreement with The Walt Disney Company for a private placement of 2,666,757 shares at an issue price of $12.29 per share, for total proceeds of $32,774,443.53, on January 8, 2026 (company event filing).
ナラティブの更新 Feb 03

WBTN: Future Returns Will Hinge On Warner And Disney Media Partnerships

Analysts have trimmed their price target for WEBTOON Entertainment to about US$16.29 from US$15.81, reflecting updated assumptions on growth and margins, as well as a much higher implied future P/E. Recent research also highlights reduced near term visibility around key media partnerships and a view that the shares could trade in a range until clearer catalysts emerge.
ナラティブの更新 Jan 20

WBTN: Future Returns Will Rely On Warner And Disney Content Deals

Narrative Update The analyst price target for WEBTOON Entertainment has moved from US$16 to US$13 as analysts factor in limited near term visibility around major content partnership monetization. This keeps expectations more muted until clearer milestones emerge.
ナラティブの更新 Jan 06

WBTN: Future Returns Will Rely On Warner And Disney Content Monetization

Analysts have lowered their price expectations for WEBTOON Entertainment, with a key target reduced from $16 to $13 as they reassess the timing and monetization of major content partnerships, which remain difficult to factor into current models. Analyst Commentary Bullish Takeaways Bullish analysts still see long term potential in WEBTOON Entertainment's partnerships with large media groups like Warner Bros.
ナラティブの更新 Dec 18

WBTN: Future Returns Will Depend On Disney And Warner Bros Partnership Monetization

Analysts have trimmed their price target on WEBTOON Entertainment by $3 to $13 from $16, citing limited near term visibility on the timing and monetization of major studio partnership opportunities, which tempers the otherwise constructive long term outlook. Analyst Commentary Analysts describe the revised target as a reset of expectations rather than a change in the structural thesis, with long term growth still hinging on execution around major media partnerships and broader content monetization.
ナラティブの更新 Dec 04

WBTN: Future Returns Will Reflect Disney And Warner Bros Partnership Execution

The analyst price target for WEBTOON Entertainment has been reduced by about $2.50 per share, as analysts temper long term enthusiasm around major media partnerships with Disney and Warner Bros. in light of limited near term visibility on deal timing, terms, and monetization.
分析記事 Nov 23

WEBTOON Entertainment Inc.'s (NASDAQ:WBTN) Popularity With Investors Under Threat As Stock Sinks 25%

WEBTOON Entertainment Inc. ( NASDAQ:WBTN ) shares have had a horrible month, losing 25% after a relatively good period...
ナラティブの更新 Nov 14

WBTN: Future Results Will Reflect Disney And Warner Bros. Partnership Momentum

The fair value estimate for WEBTOON Entertainment has been lowered from $19.38 to $18.31. Analysts cite limited near-term visibility and cautious optimism regarding major partnerships as key factors behind the adjustment.
ナラティブの更新 Oct 31

WBTN: Recent Disney Partnership Will Shape Digital Media Platform Expansion

Analysts have modestly raised their fair value estimate for WEBTOON Entertainment from $19.00 to $19.38. This change reflects optimism driven by strengthened partnerships and ongoing positive sentiment in recent research coverage.
ナラティブの更新 Oct 17

Disney Partnership Will Expand Global Digital Media Engagement

Analysts have increased their price targets for WEBTOON Entertainment, raising projections by as much as $18 per share because of enhanced partnerships and a more optimistic outlook on the company's growth prospects. Analyst Commentary Recent updates from Street research have highlighted changes in analyst sentiment regarding WEBTOON Entertainment, reflecting both heightened optimism and areas of continued caution.
ナラティブの更新 Oct 03

Disney Partnership Will Expand Global Digital Media Engagement

Analysts have raised their fair value estimate for WEBTOON Entertainment from $17.00 to $19.00 per share. They cite enhanced partnerships and ongoing positive momentum as key drivers behind the upward revision.
ナラティブの更新 Sep 17

Disney Partnership Will Expand Global Digital Media Engagement

Analysts have raised WEBTOON Entertainment’s price target from $15.33 to $17.00, citing the enhanced Disney partnership as a key growth driver that is expected to increase user engagement, monetization, and confidence in future revenue. Analyst Commentary Enhanced partnership with Disney viewed as a significant growth catalyst.
ナラティブの更新 Aug 15

Disney Partnership Will Expand Global Digital Media Engagement

With both Webtoon Entertainment's net profit margin and discount rate remaining stable, the consensus analyst price target was likewise unchanged at $15.33. What's in the News WEBTOON Entertainment projects Q3 2025 revenue growth of 9.4% to 12.2%, or $380 million to $390 million.
分析記事 Aug 05

We're Interested To See How WEBTOON Entertainment (NASDAQ:WBTN) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
User avatar
新しいナラティブ Jun 29

Mobile And Digital Content Trends Will Expand International Markets

Expanding global reach and localized content monetization are strengthening high-margin revenue streams and enhancing brand value through successful international IP adaptations and cross-border laun
分析記事 May 15

A Look At The Fair Value Of WEBTOON Entertainment Inc. (NASDAQ:WBTN)

Key Insights WEBTOON Entertainment's estimated fair value is US$8.15 based on 2 Stage Free Cash Flow to Equity With...
Seeking Alpha Mar 01

Webtoon: Bridging The Gap Between Paperbacks And Digital Storytelling

Summary Webtoon Entertainment, despite a dismal stock performance post-IPO, offers a compelling investment opportunity due to its strong market position and growth potential in the digital comics industry. The company boasts a diverse revenue model from paid content, advertising, and IP adaptations, with impressive engagement and ARPU growth in key regions. Financially, Webtoon is well-capitalized with minimal debt and strong liquidity, positioning it favorably despite recent operational challenges and currency headwinds. Trading at a significant discount to its IPO price and sector peers, Webtoon stock presents substantial upside potential, making it worth considering for risk-tolerant investors. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Webtoon: The Most Undiscovered User Attention Opportunity On The Market

Summary WBTN is a recent IPO with a massive, highly engaged user base, and a considerable white space growth opportunity. The company has recently improved profitability and has substantial growth capital from its IPO, positioning it for significant top and bottom-line growth through 2026. If management can execute, the current valuation at sub-1x revenue and sub-1x book appears highly attractive. We rate WBTN a 'Strong Buy'. Read the full article on Seeking Alpha
Seeking Alpha Aug 20

WEBTOON: The Story You Don't Want To Miss

Summary WEBTOON is the TikTok of digital storytelling, allowing anyone  to share their web-comics and web-novels on one platform. The company has a MOAT in storytelling with its predictable revenue streams, leading position in the industry, highly sticky user base, and significant pricing power in a $1+ trillion TAM. I believe WBTN will exceed expectations through outperformance in Japan and Korea, upside potential in advertising revenue, success in the US market, and strong demand for IP adaptations. Read the full article on Seeking Alpha
Seeking Alpha Jun 28

Webtoon Entertainment: Storytelling Platform Goes Public

Summary Webtoon Entertainment Inc. aims to empower creators with a global community of 170 million members, generating $2.8 billion in payments to creators since inception. Webtoon Entertainment shares see modest returns post IPO, trading at a modest sales multiple held back by low gross margins. Despite risks of competition and concentration in Korea and Japan, Webtoon's loyal following and positive margins make it an interesting platform to watch. Read the full article on Seeking Alpha

株主還元

WBTNUS Interactive Media and ServicesUS 市場
7D-9.0%0.5%1.1%
1Y34.7%74.7%26.7%

業界別リターン: WBTN過去 1 年間で74.7 % の収益を上げたUS Interactive Media and Services業界を下回りました。

リターン対市場: WBTN過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。

価格変動

Is WBTN's price volatile compared to industry and market?
WBTN volatility
WBTN Average Weekly Movement8.8%
Interactive Media and Services Industry Average Movement8.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: WBTN 、 US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: WBTNの 週次ボラティリティ は、過去 1 年間で15%から9%に減少しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20051,800Junkoo Kimwww.about.webtoon.com

WEBTOON Entertainment Inc.は、米国、韓国、日本、および海外でストーリーテリングプラットフォームを運営している。同社のプラットフォームでは、クリエイターとユーザーのコミュニティが新しいコンテンツを発見、作成、共有することができる。同社のプラットフォームは主に、グラフィカルなコミックのようなメディアであるウェブコミックと、連載テキストベースのコンテンツを読むために最適化されたウェブ小説プラットフォームの2つの方法でストーリーを提供している。また、ウェブやモバイルのアプリケーションを通じたウェブコミックのホスティングサービスや、有料コンテンツ、広告、IP化も提供している。同社は2005年に設立され、カリフォルニア州ロサンゼルスに本社を置く。WEBTOON Entertainment Inc.はNAVER Corporationの子会社である。

WEBTOON Entertainment Inc. 基礎のまとめ

WEBTOON Entertainment の収益と売上を時価総額と比較するとどうか。
WBTN 基礎統計学
時価総額US$1.72b
収益(TTM)-US$333.22m
売上高(TTM)US$1.38b
1.2x
P/Sレシオ
-4.9x
PER(株価収益率

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
WBTN 損益計算書(TTM)
収益US$1.38b
売上原価US$1.04b
売上総利益US$333.62m
その他の費用US$666.84m
収益-US$333.22m

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)-2.46
グロス・マージン24.21%
純利益率-24.18%
有利子負債/自己資本比率0%

WBTN の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/15 02:02
終値2026/05/15 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

WEBTOON Entertainment Inc. 8 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。15

アナリスト機関
Citi ResearchCitigroup Inc
Incheol YuCitigroup Inc
Benjamin BlackDeutsche Bank