Naspers Limited

JSE:NPN 株式レポート

時価総額：R646.9b

Naspers 将来の成長

Future 基準チェック /26

Naspersの収益は年間0.7%で減少すると予測されていますが、年間収益は年間21.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に17.8% 6.2%なると予測されています。

主要情報

-0.7%

収益成長率

6.16%

EPS成長率

Multiline Retail 収益成長16.1%
収益成長率21.6%
将来の株主資本利益率17.80%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 25

NPN: Future Upside Will Depend On Morgan Stanley Upgrade And P/E Execution

Analysts have adjusted their fair value estimate for Naspers stock from ZAR1,076.13 to ZAR1,086.59, citing updated views on revenue growth, profit margins, and future P/E following recent research that included an upgrade highlighted by Morgan Stanley. Analyst Commentary The upgrade highlighted by Morgan Stanley comes alongside more cautious commentary from some bearish analysts who are focusing on valuation, execution, and long term growth risks for Naspers.
ナラティブの更新 • May 03

NPN: Future Upside Will Rely On Execution Against Refined P/E Assumptions

Naspers' analyst price target has been adjusted slightly from ZAR1,085.72 to ZAR1,076.13 as analysts refine their views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research updates. Analyst Commentary Recent research updates around the ZAR1,076.13 price target highlight a more cautious tone, with several Bearish analysts focusing on execution risks, valuation assumptions, and the sensitivity of Naspers' earnings to changes in discount rates and profit margin expectations.
ナラティブの更新 • Apr 18

NPN: Future Returns Will Be Driven By Portfolio Execution And Premium P/E

Narrative Update on Naspers The updated analyst price target for Naspers has shifted from around ZAR1,184 to about ZAR1,086. Analysts attribute this change to small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent research updates.
ナラティブの更新 • Apr 03

NPN: Higher Future P/E Assumptions Will Support A More Constructive Outlook

Naspers' updated analyst price target has shifted from ZAR1,752.32 to ZAR1,875.55, with analysts pointing to recalibrated assumptions around discount rates, revenue growth, profit margins and future P/E as key drivers behind the change. Analyst Commentary Recent research highlights a more constructive tone around Naspers, with bullish analysts reassessing key inputs such as discount rates, revenue growth, profit margins and future P/E assumptions.
ナラティブの更新 • Mar 19

NPN: Future Returns Will Be Driven By Higher Growth And Premium P/E

Analysts have raised their price target for Naspers to ZAR1,184, citing adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as key drivers of the updated view. Valuation Changes Fair Value: ZAR1,184.25 remains unchanged in the updated assessment.
ナラティブの更新 • Mar 05

NPN: Future Returns Will Reflect Higher Growth And Premium Earnings Multiple

Narrative Update on Naspers Price Target Analysts have updated their fair value estimate for Naspers from ZAR1,242.88 to ZAR1,184.25, reflecting adjustments to assumptions around revenue, profit margins and future P/E expectations. Valuation Changes Fair Value: Updated from ZAR1,242.88 to ZAR1,184.25, indicating a small cut to the central valuation estimate.
ナラティブの更新 • Feb 18

NPN: Lower Discount Rate Will Support A More Optimistic Future P/E

Analysts have slightly trimmed their Naspers fair value estimate from ZAR1,768.46 to ZAR1,752.32 as tweaks to discount rate, growth and margin assumptions feed through to a modestly higher future P/E outlook. Valuation Changes Fair Value: Updated to ZAR1,752.32 from ZAR1,768.46, representing a small reduction in the estimate.
ナラティブの更新 • Feb 04

NPN: Higher Growth Assumptions Will Support A More Optimistic Future P/E

Analysts have cut their implied fair value estimate for Naspers from R8,039.18 to R1,768.46, citing updated assumptions for revenue growth, profit margins and future P/E that together indicate a more conservative view of the stock's potential valuation range. Valuation Changes Fair Value Estimate: Reduced from ZAR 8,039.18 to ZAR 1,768.46, pointing to a much lower implied valuation level.
分析記事 • Feb 01

Why Naspers Limited (JSE:NPN) Could Be Worth Watching

Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw significant share price movement...
ナラティブの更新 • Jan 21

NPN: Dividend Policy And Profitability Assumptions Will Support Future Upside

Analysts have trimmed their price target for Naspers, with fair value moving from R1,569.02 to R1,533.03, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Naspers Limited announced an annual dividend of ZAR 5.08 per share, payable on December 8, 2025, with an ex-date of December 3, 2025, and a record date of December 5, 2025 (Key Developments).
ナラティブの更新 • Jan 07

NPN: Higher Revenue Outlook And Dividend Policy Will Support Future Upside

Analysts have trimmed their fair value estimate for Naspers from R1,586.07 to R1,569.02, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Naspers Limited declared an annual dividend of R5.08 per share, with an ex-date on December 3, 2025, a record date on December 5, 2025, and payment scheduled for December 8, 2025 (Key Developments).
分析記事 • Dec 22

Naspers' (JSE:NPN) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 • Dec 19

NPN: Future Returns Will Reflect Lower Margins And Higher Required Yield

Analysts have trimmed their price target on Naspers from approximately R5,295 to about R1,243. This reflects a more conservative stance on long term profitability and valuation multiples despite relatively stable growth expectations.
分析記事 • Dec 09

Do Naspers' (JSE:NPN) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブの更新 • Dec 05

NPN: Five-For-One Stock Split Will Unlock Additional Shareholder Value

Analysts have modestly trimmed their price target on Naspers to roughly $1,586 from about $1,607, as higher assumed discount rates and lower long term profit margins, partly offset by stronger revenue growth expectations and a higher future earnings multiple, recalibrate their valuation models. What's in the News Naspers Limited declared an annual dividend of ZAR 5.08 per share, payable on December 08, 2025, with an ex-dividend date of December 03, 2025, and a record date of December 05, 2025 (Key Developments).
分析記事 • Nov 26

Naspers (JSE:NPN) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 • Nov 21

NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders

Analysts have raised their price target for Naspers, increasing the fair value estimate from R1,549.02 to R1,606.87. This change reflects updated views on modest adjustments in growth expectations and risks.
分析記事 • Nov 09

Investors Appear Satisfied With Naspers Limited's (JSE:NPN) Prospects

There wouldn't be many who think Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 10.2x is worth a...
ナラティブの更新 • Nov 05

NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders

Analysts have revised their price target for Naspers, maintaining the fair value estimate at R1,549.02 per share. The update reflects modest changes in discount rates and future growth expectations.
ナラティブの更新 • Oct 22

Analysts Boost Naspers Price Target Following Stock Split and Updated Valuation Metrics

Naspers Analyst Price Target Raised amid Revised Valuation Metrics Analysts have increased their price target for Naspers from approximately R1,480 to R1,549. They cite minor adjustments to discount rates and expected earnings multiples, which slightly boost fair value estimates.
ナラティブの更新 • Oct 08

AI-Driven E-commerce And Capital Investments Will Transform Operations

Analysts have significantly lowered their price target for Naspers from R6,927.62 to R1,479.85. This change is based on updated fair value estimates and a reassessment of future earnings potential.
分析記事 • Oct 03

Is Now An Opportune Moment To Examine Naspers Limited (JSE:NPN)?

Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw a decent share price growth of 19...
ナラティブの更新 • Sep 24

AI-Driven E-commerce And Capital Investments Will Transform Operations

Despite analysts expressing increased confidence in Naspers’ growth strategy, improved core holdings outlook, and ongoing value-unlocking initiatives, the consensus analyst price target has edged down marginally from ZAR7002 to ZAR6928. Analyst Commentary Raised forecasts following positive updates from capital markets day presentations.
ナラティブの更新 • Aug 27

AI-Driven E-commerce And Capital Investments Will Transform Operations

Despite increased forecasts following capital markets day updates and new company guidance, the consensus analyst price target for Naspers has edged down slightly from ZAR7097 to ZAR7009. Analyst Commentary Increased forecasts following capital markets day presentations and updated company guidance.
分析記事 • Aug 15

Naspers (JSE:NPN) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 31

Naspers Limited's (JSE:NPN) Earnings Haven't Escaped The Attention Of Investors

It's not a stretch to say that Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 9.2x right now seems...
分析記事 • Jun 30

Naspers' (JSE:NPN) Earnings Are Of Questionable Quality

Naspers Limited ( JSE:NPN ) just reported some strong earnings, and the market reacted accordingly with a healthy...
分析記事 • Jun 23

Should You Investigate Naspers Limited (JSE:NPN) At R5,235?

Naspers Limited ( JSE:NPN ) saw a significant share price rise of 23% in the past couple of months on the JSE. The...
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新しいナラティブ • Apr 26

AI-Driven E-commerce And Capital Investments Will Transform Operations

Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency.

業績と収益の成長予測

JSE:NPN - アナリストの将来予測と過去の財務データ ( )USD 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
3/31/202813,9375,5343,0923,7387
3/31/202713,1364,5812,1192,7978
3/31/202610,2384,3851,7822,3538
9/30/20257,8555,7471,8251,957N/A
6/30/20257,5185,5591,7981,931N/A
3/31/20257,1815,3701,7701,905N/A
12/31/20247,0244,4201,5291,655N/A
9/30/20246,8673,4701,2871,405N/A
6/30/20246,6493,2981,1121,220N/A
3/31/20246,4313,1259371,034N/A
12/31/20236,3203,870715858N/A
9/30/20236,2084,615493682N/A
6/30/20236,0844,3207253N/A
3/31/20235,9604,024-479-177N/A
9/30/20225,7902,301-987-646N/A
6/30/20226,0427,236-983-674N/A
3/31/20226,29412,170-979-702N/A
12/31/20217,16413,122-739-497N/A
9/30/20216,70014,114-500-293N/A
6/30/20216,3179,709-283-110N/A
3/31/20215,9345,304-6773N/A
12/31/20205,3514,142N/AN/AN/A
9/30/20204,7682,980-111-24N/A
6/30/20204,3853,039-210-110N/A
3/31/20204,0013,097-309-196N/A
9/30/20193,5093,04163197N/A
6/30/20193,4003,592N/A304N/A
3/31/20193,2914,142N/A410N/A
9/30/20181,39213,435N/A282N/A
6/30/20182,18912,302N/A62N/A
3/31/20182,98511,168N/A-158N/A
12/31/20176,4527,113N/A-148N/A
9/30/20176,2452,875N/A-139N/A
6/30/20176,1722,606N/A-89N/A
3/31/20176,0982,337N/A-40N/A
12/31/20166,0021,638N/A-57N/A
9/30/20165,905938N/A-74N/A
6/30/20165,918966N/A2N/A
3/31/20165,930994N/A78N/A
12/31/20156,2531,044N/A186N/A
9/30/20157,0661,220N/A302N/A
6/30/20156,6461,194N/A228N/A

アナリストによる今後の成長予測

収入対貯蓄率: NPNの収益は今後 3 年間で減少すると予測されています (年間-0.7% )。

収益対市場: NPNの収益は今後 3 年間で減少すると予測されています (年間-0.7% )。

高成長収益: NPNの収益は今後 3 年間で減少すると予測されています。

収益対市場: NPNの収益 ( 21.6% ) ZA市場 ( 7.1% ) よりも速いペースで成長すると予測されています。

高い収益成長: NPNの収益 ( 21.6% ) 20%よりも速いペースで成長すると予測されています。

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: NPN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 ( 17.8 %)。

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2026/05/27 06:10
終値2026/05/26 00:00
収益2025/09/30
年間収益2025/03/31

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
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や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

Naspers Limited 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。21

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