Naspers Toekomstige groei
Future criteriumcontroles 2/6
De winst van Naspers zal naar verwachting dalen met 0.7% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 21.6% per jaar. De winst per aandeel zal naar verwachting groeien met 6.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 17.8% zijn.
Belangrijke informatie
-0.7%
Groei van de winst
6.16%
Groei van de winst per aandeel
| Multiline Retail winstgroei | 16.1% |
| Inkomstengroei | 21.6% |
| Toekomstig rendement op eigen vermogen | 17.80% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 15 May 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De winst van NPN zal naar verwachting de komende 3 jaar dalen ( -0.7% per jaar).
Winst versus markt: De winst van NPN zal naar verwachting de komende 3 jaar dalen ( -0.7% per jaar).
Hoge groeiwinsten: De winst van NPN zal naar verwachting de komende 3 jaar dalen.
Omzet versus markt: De omzet van NPN ( 21.6% per jaar) zal naar verwachting sneller groeien dan de markt ZA ( 6.9% per jaar).
Hoge groei-inkomsten: De omzet van NPN ( 21.6% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen NPN zal naar verwachting over 3 jaar laag zijn ( 17.8 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 10:45 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2025/09/30 |
| Jaarlijkse inkomsten | 2025/03/31 |
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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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
Naspers Limited wordt gevolgd door 21 analisten. 8 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 |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| John-Paul Davids | Barclays |
| Maurice Patrick | Barclays |