NAVER Toekomstige groei
Future criteriumcontroles 1/6
NAVER zal naar verwachting groeien in winst en omzet met respectievelijk 11.8% en 11.1% per jaar. De winst per aandeel zal naar verwachting groeien met 10.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 7.4% zijn.
Belangrijke informatie
11.8%
Groei van de winst
10.86%
Groei van de winst per aandeel
| Interactive Media and Services winstgroei | 9.7% |
| Inkomstengroei | 11.1% |
| Toekomstig rendement op eigen vermogen | 7.36% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 09 Aug 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • Jul 28
A035420: Sovereign AI Expansion And Data Center Buildout Will Shape Balanced Outlook
Analysts now see NAVER's fair value at about ₩212,600, compared with the prior ₩237,000, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for NAVER NAVER, NVIDIA and Brookfield announced a proposed expansion of Korea’s sovereign AI factory infrastructure to 200 megawatts at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.
Narratiefupdate • Jul 14
A035420: Sovereign AI Infrastructure Expansion Will Drive Stronger Long-Term Earnings Power
NAVER’s updated analyst price target has shifted from ₩410,000 to about ₩388,537. Analysts attribute this change to revised assumptions on discount rates, revenue growth, profit margins, and future P/E multiples in their refreshed models.Narratiefupdate • Jun 29
A035420: Sovereign AI Expansion Will Drive Long-Term Upside Potential
Analysts have adjusted their view on NAVER, lifting the fair value estimate from ₩230,000 to ₩237,000 as they factor in updated assumptions on revenue growth, profit margins, discount rate, and future P/E levels. What’s in the News for NAVER NAVER plans to expand its sovereign AI infrastructure starting at 55 megawatts, with a roadmap toward gigawatt scale.Analyse-artikel • Jun 26
Is There Now An Opportunity In NAVER Corporation (KRX:035420)?
NAVER Corporation ( KRX:035420 ) received a lot of attention from a substantial price movement on the KOSE over the...
Narratiefupdate • Jun 15
A035420: Sovereign AI Expansion Will Support Long-Term Upside Potential
Analysts have moderately raised their NAVER price target to approximately ₩302,000 from about ₩297,000, reflecting updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News NAVER plans to expand its sovereign AI infrastructure from 55 megawatts toward gigawatt scale using the NVIDIA DSX platform, with initial expansion at its GAK Sejong site.Narratiefupdate • Jun 01
A035420: Higher Discount Rate Will Pressure Margins And Limit Upside Potential
Analysts have reset their NAVER price target from ₩260,000 to ₩230,000, citing revised assumptions around higher discount rates, updated revenue growth expectations, lower profit margins, and a slightly reduced future P/E multiple. What's in the News No recent NAVER specific news items or key developments were provided in the available sources.Narratiefupdate • May 13
A035420: Adjusted Profitability Assumptions Will Support Long-Term Upside Potential
Analysts have trimmed their price target on NAVER from about ₩305,880 to roughly ₩296,846, citing updated assumptions that pair a slightly higher discount rate and P/E multiple with adjusted expectations for revenue growth and profit margins. Valuation Changes Fair Value Estimate has been trimmed from about ₩305,880 to roughly ₩296,846, reflecting the updated model inputs.Narratiefupdate • Apr 26
A035420: Higher Profit Margins And Dividend Policy Will Support Long-Term Upside
Analysts now set NAVER's fair value at around ₩305,880, down from roughly ₩326,269. The revision reflects updated assumptions for a slightly higher discount rate, a small change in expected revenue growth, stronger profit margins, and a lower future P/E multiple.Narratiefupdate • Apr 12
A035420: Higher Dividend And Margin Outlook Will Support Undervalued Upside Potential
Analysts are keeping NAVER's price target steady at ₩260,000, with updated assumptions that reflect more moderate revenue growth expectations, improved profit margin forecasts, and a slightly higher discount rate and P/E input. What's in the News NAVER Corporation announced an annual dividend of ₩2,630 per share, with payment scheduled for April 14, 2026, an ex-dividend date on February 26, 2026, and a record date on February 27, 2026 (Key Developments).Narratiefupdate • Mar 28
A035420: Higher Terminal P/E Assumptions Will Support Undervalued Upside Potential
Analysts now set NAVER's fair value at ₩260,000, up from ₩246,454. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.Narratiefupdate • Mar 12
A035420: Dividend Policy And AI Partnership Will Support Long-Term Upside
Analysts have slightly increased their fair value estimate for NAVER to ₩326,269 from ₩325,235, reflecting adjusted assumptions around revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News NAVER Corporation announced an annual dividend of ₩2,630 per share.Analyse-artikel • Feb 09
NAVER's (KRX:035420) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of NAVER Corporation ( KRX:035420 ) has announced that it will be paying its dividend of ₩2630.00 on the 1st...Narratiefupdate • Feb 02
A035420: Future Alliance And High P/E Assumptions Will Likely Overstate Upside
Analysts have raised their price target on NAVER from ₩205,137.70 to ₩246,453.74, citing updated assumptions related to revenue growth, profit margins and future P/E multiples. What's in the News note inc.Narratiefupdate • Jan 18
A035420: Global Content Alliance And AI Partnership Will Support Long-Term Upside
Analysts have increased their fair value estimate for NAVER from ₩320,157.69 to ₩325,234.62, reflecting slightly revised assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News note inc.Analyse-artikel • Jan 14
Subdued Growth No Barrier To NAVER Corporation's (KRX:035420) Price
With a price-to-earnings (or "P/E") ratio of 18.2x NAVER Corporation ( KRX:035420 ) may be sending bearish signals at...Narratiefupdate • Jan 04
A035420: Generative AI Creator Alliance Will Drive Stronger Long-Term Earnings Power
Analysts have modestly raised their price target for NAVER to ₩410,000. This reflects slightly lower growth and margin expectations, offset by a higher anticipated future P/E multiple, which together support a stable fair value outlook.Analyse-artikel • Dec 30
Some Investors May Be Worried About NAVER's (KRX:035420) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyse-artikel • Dec 15
Should You Think About Buying NAVER Corporation (KRX:035420) Now?
NAVER Corporation ( KRX:035420 ) received a lot of attention from a substantial price movement on the KOSE over the...Narratiefupdate • Dec 14
A035420: Generative AI Content Alliance Will Support Stronger Long-Term Earnings Power
Analysts have raised their fair value estimate for NAVER from ₩380,000 to ₩410,000 per share, citing stronger expected revenue growth that more than offsets a modestly higher discount rate and slightly lower profit margin assumptions, as well as support from a higher future P/E multiple. What's in the News NAVER forms a capital and business alliance with note inc., investing JPY 2 billion to jointly build a global ecosystem for creation and distribution in the generative AI era (Key Developments) The partnership targets cross-distribution of content and IP across NAVER and note inc.Analyse-artikel • Nov 29
NAVER (KRX:035420) Seems To Use Debt Rather Sparingly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narratiefupdate • Nov 29
A035420: Global Content Alliance And AI Initiatives Will Drive Long-Term Upside
Analysts have raised NAVER's price target from ₩312,669 to ₩320,158, citing updated forecasts that reflect slight adjustments in growth projections and valuation assumptions. What's in the News note inc.Narratiefupdate • Nov 15
A035420: Profit Margins Expected To Strengthen With Modest Upward Forecast
Narrative Update on NAVER: Analyst Price Target Revision Analysts have raised their price target for NAVER from ₩300,531 to ₩312,669. They cite improved revenue growth and slightly higher profit margin expectations as key factors behind the upward adjustment.Narratiefupdate • Nov 01
A035420: Sustained AI Integration And Platform Synergies Will Drive Future Value
Analyst Price Target Update for NAVER Analysts have maintained NAVER's price target at ₩300,531, citing slight improvements in revenue growth projections and a modest reduction in the discount rate as supporting factors for their stable outlook. Valuation Changes Fair Value remains unchanged at ₩300,531.Narratiefupdate • Oct 17
Robust AI Integration And Cross-Platform Synergies Will Unlock Future Value
Analysts have modestly raised their price target for NAVER from ₩298,807 to ₩300,531, citing slightly improved revenue growth expectations and a marginal reduction in the assumed discount rate. Valuation Changes Fair Value: Increased slightly from ₩298,807 to ₩300,531.Analyse-artikel • Oct 15
Calculating The Fair Value Of NAVER Corporation (KRX:035420)
Key Insights NAVER's estimated fair value is ₩279,989 based on 2 Stage Free Cash Flow to Equity Current share price of...Narratiefupdate • Oct 03
Robust AI Integration And Cross-Platform Synergies Will Unlock Future Value
Analysts have raised their price target for NAVER from ₩293,703 to ₩298,807. They cite modest improvements in revenue growth projections and a slightly lower discount rate as key factors for the update.Analyse-artikel • Sep 29
NAVER Corporation's (KRX:035420) 28% Share Price Surge Not Quite Adding Up
NAVER Corporation ( KRX:035420 ) shareholders would be excited to see that the share price has had a great month...Analyse-artikel • Sep 22
The Returns On Capital At NAVER (KRX:035420) Don't Inspire Confidence
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Narratiefupdate • Sep 05
Robust AI Integration And Cross-Platform Synergies Will Unlock Future Value
NAVER's fair value metrics, including the consensus analyst price target, discount rate, and future P/E, all remained essentially unchanged this period, with the price target steady at ₩293,703. Valuation Changes Summary of Valuation Changes for NAVER The Consensus Analyst Price Target remained effectively unchanged, at ₩293703.Analyse-artikel • Aug 29
Does NAVER (KRX:035420) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyse-artikel • Aug 17
Is It Too Late To Consider Buying NAVER Corporation (KRX:035420)?
Today we're going to take a look at the well-established NAVER Corporation ( KRX:035420 ). The company's stock saw a...
Nieuw narratief • Nov 24
Unleashing AI And Fintech Innovations To Drive Profitable Global Expansion
NAVER's AI and hyper-personalized services aim to boost user engagement and ad revenue, enhancing margins through targeted advertising.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 17,674,028 | 2,629,264 | 2,863,082 | 4,225,094 | 23 |
| 12/31/2027 | 15,401,700 | 2,332,817 | 2,522,450 | 3,724,005 | 28 |
| 12/31/2026 | 13,788,680 | 1,965,033 | 2,787,000 | 2,704,460 | 23 |
| 3/31/2026 | 12,489,285 | 1,793,026 | 1,424,979 | 2,988,310 | N/A |
| 12/31/2025 | 12,035,007 | 1,932,541 | 1,776,698 | 3,095,807 | N/A |
| 9/30/2025 | 11,725,544 | 2,183,563 | 2,050,166 | 3,019,843 | N/A |
| 6/30/2025 | 11,303,046 | 1,977,559 | 1,737,796 | 2,489,558 | N/A |
| 3/31/2025 | 10,998,447 | 1,827,178 | 1,866,004 | 2,574,789 | N/A |
| 12/31/2024 | 10,737,719 | 1,912,900 | 2,011,890 | 2,589,874 | N/A |
| 9/30/2024 | 10,389,103 | 1,672,816 | 1,834,892 | 2,305,578 | N/A |
| 6/30/2024 | 10,118,838 | 1,528,204 | 1,875,407 | 2,412,800 | N/A |
| 3/31/2024 | 9,916,256 | 1,457,481 | 1,565,830 | 2,177,907 | N/A |
| 12/31/2023 | 9,670,644 | 1,001,969 | 1,310,606 | 2,002,233 | N/A |
| 9/30/2023 | 9,405,383 | 836,924 | 1,159,475 | 1,941,539 | N/A |
| 6/30/2023 | 9,017,422 | 718,139 | 793,532 | 1,576,153 | N/A |
| 3/31/2023 | 8,655,299 | 633,772 | 834,727 | 1,579,249 | N/A |
| 12/31/2022 | 8,220,079 | 749,900 | 698,080 | 1,453,390 | N/A |
| 9/30/2022 | 7,876,061 | 931,241 | 797,199 | 1,440,028 | N/A |
| 6/30/2022 | 7,545,984 | 1,006,180 | 929,652 | 1,531,775 | N/A |
| 3/31/2022 | 7,163,752 | 1,350,522 | 813,850 | 1,503,475 | N/A |
| 12/31/2021 | 6,817,600 | 1,489,945 | 574,254 | 1,379,906 | N/A |
| 9/30/2021 | 6,402,505 | 1,615,440 | 451,970 | 1,370,573 | N/A |
| 6/30/2021 | 6,036,029 | 1,537,624 | 479,242 | 1,416,338 | N/A |
| 3/31/2021 | 5,648,522 | 1,262,228 | 408,995 | 1,365,966 | N/A |
| 12/31/2020 | 5,304,146 | 1,298,114 | 584,824 | 1,447,212 | N/A |
| 9/30/2020 | 4,970,534 | 1,292,496 | 754,273 | 1,484,772 | N/A |
| 6/30/2020 | 4,705,610 | 1,280,112 | 817,818 | 1,447,335 | N/A |
| 3/31/2020 | 4,000,072 | 1,320,376 | 813,863 | 1,371,468 | N/A |
| 12/31/2019 | 4,356,240 | 1,106,937 | N/A | 1,356,843 | N/A |
| 9/30/2019 | 4,693,736 | 783,550 | N/A | 1,179,078 | N/A |
| 6/30/2019 | 4,995,594 | 640,815 | N/A | 1,087,014 | N/A |
| 3/31/2019 | 5,788,706 | 612,421 | N/A | 943,310 | N/A |
| 12/31/2018 | 5,586,905 | 643,827 | N/A | 973,506 | N/A |
| 9/30/2018 | 5,336,304 | 707,749 | N/A | 910,763 | N/A |
| 6/30/2018 | 5,139,266 | 822,870 | N/A | 989,357 | N/A |
| 3/31/2018 | 4,905,282 | 731,932 | N/A | 1,121,859 | N/A |
| 12/31/2017 | 4,678,469 | 775,434 | N/A | 939,982 | N/A |
| 9/30/2017 | 4,497,548 | 764,474 | N/A | 1,051,967 | N/A |
| 6/30/2017 | 4,309,947 | 749,393 | N/A | 989,313 | N/A |
| 3/31/2017 | 4,167,597 | 788,472 | N/A | 1,079,311 | N/A |
| 12/31/2016 | 4,022,630 | 761,140 | N/A | 1,164,024 | N/A |
| 9/30/2016 | 3,829,071 | 764,882 | N/A | 1,098,728 | N/A |
| 6/30/2016 | 3,656,526 | 704,658 | N/A | 1,028,313 | N/A |
| 3/31/2016 | 3,450,641 | 640,037 | N/A | 1,011,438 | N/A |
| 12/31/2015 | 3,253,930 | 595,979 | N/A | 851,367 | N/A |
| 9/30/2015 | 3,109,338 | 554,332 | N/A | 892,103 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei A035420 ( 11.8% per jaar) ligt boven de spaarquote ( 3.3% ).
Winst versus markt: De winst van A035420 ( 11.8% per jaar) zal naar verwachting langzamer groeien dan de markt KR ( 27.4% per jaar).
Hoge groeiwinsten: De winst van A035420 zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van A035420 ( 11.1% per jaar) zal naar verwachting langzamer groeien dan de markt KR ( 14.3% per jaar).
Hoge groei-inkomsten: De omzet van A035420 ( 11.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen A035420 zal naar verwachting over 3 jaar laag zijn ( 7.4 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/09 06:09 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
NAVER Corporation wordt gevolgd door 49 analisten. 28 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Seyon Park | Barclays |
| Min-joo Kang | Bernstein |
| A-Hyung Cho | BofA Global Research |