Naspers 향후 성장
Future 기준 점검 2/6
Naspers 의 수익은 연간 0.7% 감소할 것으로 예상되는 반면, 연간 수익은 21.6% 로 증가할 것으로 예상됩니다. EPS는 연간 6.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.
핵심 정보
-0.7%
이익 성장률
6.16%
EPS 성장률
| Multiline Retail 이익 성장 | 16.1% |
| 매출 성장률 | 21.6% |
| 향후 자기자본이익률 | 17.80% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 15 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2028 | 13,937 | 5,534 | 3,092 | 3,738 | 7 |
| 3/31/2027 | 13,136 | 4,581 | 2,119 | 2,797 | 8 |
| 3/31/2026 | 10,238 | 4,385 | 1,782 | 2,353 | 8 |
| 9/30/2025 | 7,855 | 5,747 | 1,825 | 1,957 | N/A |
| 6/30/2025 | 7,518 | 5,559 | 1,798 | 1,931 | N/A |
| 3/31/2025 | 7,181 | 5,370 | 1,770 | 1,905 | N/A |
| 12/31/2024 | 7,024 | 4,420 | 1,529 | 1,655 | N/A |
| 9/30/2024 | 6,867 | 3,470 | 1,287 | 1,405 | N/A |
| 6/30/2024 | 6,649 | 3,298 | 1,112 | 1,220 | N/A |
| 3/31/2024 | 6,431 | 3,125 | 937 | 1,034 | N/A |
| 12/31/2023 | 6,320 | 3,870 | 715 | 858 | N/A |
| 9/30/2023 | 6,208 | 4,615 | 493 | 682 | N/A |
| 6/30/2023 | 6,084 | 4,320 | 7 | 253 | N/A |
| 3/31/2023 | 5,960 | 4,024 | -479 | -177 | N/A |
| 9/30/2022 | 5,790 | 2,301 | -987 | -646 | N/A |
| 6/30/2022 | 6,042 | 7,236 | -983 | -674 | N/A |
| 3/31/2022 | 6,294 | 12,170 | -979 | -702 | N/A |
| 12/31/2021 | 7,164 | 13,122 | -739 | -497 | N/A |
| 9/30/2021 | 6,700 | 14,114 | -500 | -293 | N/A |
| 6/30/2021 | 6,317 | 9,709 | -283 | -110 | N/A |
| 3/31/2021 | 5,934 | 5,304 | -67 | 73 | N/A |
| 12/31/2020 | 5,351 | 4,142 | N/A | N/A | N/A |
| 9/30/2020 | 4,768 | 2,980 | -111 | -24 | N/A |
| 6/30/2020 | 4,385 | 3,039 | -210 | -110 | N/A |
| 3/31/2020 | 4,001 | 3,097 | -309 | -196 | N/A |
| 9/30/2019 | 3,509 | 3,041 | 63 | 197 | N/A |
| 6/30/2019 | 3,400 | 3,592 | N/A | 304 | N/A |
| 3/31/2019 | 3,291 | 4,142 | N/A | 410 | N/A |
| 9/30/2018 | 1,392 | 13,435 | N/A | 282 | N/A |
| 6/30/2018 | 2,189 | 12,302 | N/A | 62 | N/A |
| 3/31/2018 | 2,985 | 11,168 | N/A | -158 | N/A |
| 12/31/2017 | 6,452 | 7,113 | N/A | -148 | N/A |
| 9/30/2017 | 6,245 | 2,875 | N/A | -139 | N/A |
| 6/30/2017 | 6,172 | 2,606 | N/A | -89 | N/A |
| 3/31/2017 | 6,098 | 2,337 | N/A | -40 | N/A |
| 12/31/2016 | 6,002 | 1,638 | N/A | -57 | N/A |
| 9/30/2016 | 5,905 | 938 | N/A | -74 | N/A |
| 6/30/2016 | 5,918 | 966 | N/A | 2 | N/A |
| 3/31/2016 | 5,930 | 994 | N/A | 78 | N/A |
| 12/31/2015 | 6,253 | 1,044 | N/A | 186 | N/A |
| 9/30/2015 | 7,066 | 1,220 | N/A | 302 | N/A |
| 6/30/2015 | 6,646 | 1,194 | N/A | 228 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NPN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).
수익 vs 시장: NPN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).
고성장 수익: NPN 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: NPN 의 수익(연간 21.6%)이 ZA 시장(연간 6.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: NPN 의 수익(연간 21.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NPN의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 01:42 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2025/03/31 |
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 |
|
* 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Naspers Limited는 21명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| John-Paul Davids | Barclays |
| Maurice Patrick | Barclays |