Kakao (A035720) 주식 개요
카카오는 대한민국에서 모바일 및 온라인 플랫폼을 운영하고 있습니다. 자세히 보기
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Analyst Price Targets
Kakao Corp. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ₩41,850.00 |
| 52주 최고가 | ₩71,600.00 |
| 52주 최저가 | ₩37,100.00 |
| 베타 | 1.27 |
| 1개월 변동 | -13.53% |
| 3개월 변동 | -27.72% |
| 1년 변동 | 11.90% |
| 3년 변동 | -26.06% |
| 5년 변동 | -65.70% |
| IPO 이후 변동 | 31.19% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • May 25
Kakao (KRX:035720) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The market seemed underwhelmed by last week's earnings announcement from Kakao Corp. ( KRX:035720 ) despite the healthy...
새로운 내러티브 • 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.주주 수익률
| A035720 | KR Interactive Media and Services | KR 시장 | |
|---|---|---|---|
| 7D | -4.9% | -1.9% | 4.6% |
| 1Y | 11.9% | 8.2% | 186.6% |
수익률 대 산업: A035720은 지난 1년 동안 8.2%의 수익을 기록한 KR Interactive Media and Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: A035720은 지난 1년 동안 186.6%를 기록한 KR 시장보다 저조한 성과를 냈습니다.
주가 변동성
| A035720 volatility | |
|---|---|
| A035720 Average Weekly Movement | 8.6% |
| Interactive Media and Services Industry Average Movement | 8.2% |
| Market Average Movement | 9.4% |
| 10% most volatile stocks in KR Market | 16.6% |
| 10% least volatile stocks in KR Market | 4.9% |
안정적인 주가: A035720는 지난 3개월 동안 KR 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: A035720의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1995 | 3,829 | Shina Chung | www.kakaocorp.com |
카카오는 한국에서 모바일 및 온라인 플랫폼을 운영하고 있습니다. 금융 서비스 솔루션 카카오페이, 뱅킹 솔루션 카카오뱅크, 모빌리티 서비스 카카오모빌리티, 라이프스타일 솔루션 카카오스타일, 엔터테인먼트 산업 솔루션 카카오엔터테인먼트, 게임 산업 솔루션 카카오게임즈, 콘텐츠 서비스 플랫폼 카카오픽코마, 인공지능 솔루션 카카오브레인, 클라우드 서비스 솔루션 카카오엔터프라이즈, 모바일 기반 개인 건강관리 솔루션 카카오헬스케어 등을 제공하고 있습니다. 또한 장애인 일자리 사업장인 링카랩, 카카오인베스트먼트라는 이름으로 스타트업에 대한 투자 서비스, 카카오톡, 카카오비즈니스서비스, 다음, 카카오벤처스, 카카오맵이라는 이름으로 다양한 솔루션을 제공하고 있습니다.
Kakao Corp. 기초 지표 요약
| A035720 기초 통계 | |
|---|---|
| 시가총액 | ₩18.44t |
| 순이익 (TTM) | ₩520.00b |
| 매출 (TTM) | ₩8.29t |
35.5x
주가수익비율(P/E)2.2x
주가매출비율(P/S)A035720는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| A035720 손익계산서 (TTM) | |
|---|---|
| 매출 | ₩8.29t |
| 매출원가 | ₩498.99b |
| 총이익 | ₩7.79t |
| 기타 비용 | ₩7.27t |
| 순이익 | ₩520.00b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.18k |
| 총이익률 | 93.98% |
| 순이익률 | 6.27% |
| 부채/자본 비율 | 8.2% |
A035720의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.2%
현재 배당 수익률9%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/23 17:53 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Kakao Corp.는 37명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Seyon Park | Barclays |
| Min-joo Kang | Bernstein |
| A-Hyung Cho | BofA Global Research |