Kakao Corp.

KOSE:A035720 Stock Report

Market Cap: ₩15.8t

Kakao Valuation

Is A035720 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of A035720 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: A035720 (₩36050) is trading above our estimate of fair value (₩23012.75)

Significantly Below Fair Value: A035720 is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for A035720?

Key metric: As A035720 is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for A035720. This is calculated by dividing A035720's market cap by their current revenue.
What is A035720's PS Ratio?
PS Ratio2x
Sales₩7.91t
Market Cap₩15.82t

Price to Sales Ratio vs Peers

How does A035720's PS Ratio compare to its peers?

The above table shows the PS ratio for A035720 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average3x
A035420 NAVER
2.8x8.7%₩28.7t
A067160 Soop
2.6x11.2%₩1.0t
A259960 KRAFTON
5.9x11.7%₩14.0t
A020120 KidariStudio
0.7x9.1%₩136.6b
A035720 Kakao
2x7.3%₩15.8t

Price-To-Sales vs Peers: A035720 is good value based on its Price-To-Sales Ratio (2x) compared to the peer average (3x).

Price to Sales Ratio vs Industry

How does A035720's PS Ratio compare vs other companies in the Asian Interactive Media and Services Industry?

7 CompaniesPrice / SalesEstimated GrowthMarket Cap
A035720 2.0xIndustry Avg. 2.1xNo. of Companies24PS01.63.24.86.48+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: A035720 is good value based on its Price-To-Sales Ratio (2x) compared to the Asian Interactive Media and Services industry average (2.1x).

Price to Sales Ratio vs Fair Ratio

What is A035720's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

A035720 PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio2x
Fair PS Ratio3.2x

Price-To-Sales vs Fair Ratio: A035720 is good value based on its Price-To-Sales Ratio (2x) compared to the estimated Fair Price-To-Sales Ratio (3.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst A035720 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current₩36,050.00
₩47,546.67
+31.9%
14.6%₩60,000.00₩33,000.00n/a30
Nov ’25₩36,150.00
₩49,146.67
+36.0%
14.0%₩65,000.00₩36,000.00n/a30
Oct ’25₩36,150.00
₩50,013.33
+38.3%
15.2%₩65,000.00₩36,000.00n/a30
Sep ’25₩37,200.00
₩50,146.67
+34.8%
14.8%₩65,000.00₩36,000.00n/a30
Aug ’25₩39,800.00
₩59,513.33
+49.5%
15.3%₩74,000.00₩42,000.00n/a30
Jul ’25₩41,000.00
₩65,246.67
+59.1%
13.4%₩80,000.00₩46,000.00n/a30
Jun ’25₩43,300.00
₩66,133.81
+52.7%
12.2%₩80,000.00₩48,000.00n/a30
May ’25₩48,600.00
₩67,986.21
+39.9%
11.6%₩82,000.00₩50,000.00n/a29
Apr ’25₩53,800.00
₩70,193.10
+30.5%
11.6%₩83,000.00₩50,000.00n/a29
Mar ’25₩53,300.00
₩70,400.00
+32.1%
11.5%₩83,000.00₩50,000.00n/a29
Feb ’25₩52,700.00
₩67,583.33
+28.2%
13.4%₩80,000.00₩42,000.00n/a30
Jan ’25₩54,300.00
₩60,589.29
+11.6%
13.3%₩72,000.00₩42,000.00n/a28
Dec ’24₩49,700.00
₩60,534.48
+21.8%
13.8%₩75,000.00₩42,000.00n/a29
Nov ’24₩37,600.00
₩62,839.29
+67.1%
14.1%₩75,000.00₩42,000.00₩36,150.0028
Oct ’24₩43,950.00
₩66,410.71
+51.1%
13.6%₩80,000.00₩45,000.00₩36,150.0028
Sep ’24₩48,950.00
₩66,086.21
+35.0%
13.7%₩80,000.00₩45,000.00₩37,200.0029
Aug ’24₩54,900.00
₩68,189.66
+24.2%
14.6%₩87,000.00₩45,000.00₩39,800.0029
Jul ’24₩49,100.00
₩71,110.34
+44.8%
14.4%₩87,000.00₩45,000.00₩41,000.0029
Jun ’24₩56,100.00
₩71,558.62
+27.6%
14.4%₩87,000.00₩45,000.00₩43,300.0029
May ’24₩58,100.00
₩73,144.83
+25.9%
13.0%₩87,000.00₩45,000.00₩48,600.0029
Apr ’24₩61,100.00
₩72,068.97
+18.0%
14.3%₩87,000.00₩45,000.00₩53,800.0029
Mar ’24₩62,400.00
₩72,120.69
+15.6%
14.3%₩87,000.00₩45,000.00₩53,300.0029
Feb ’24₩62,200.00
₩68,534.48
+10.2%
14.9%₩87,000.00₩45,000.00₩52,700.0029
Jan ’24₩53,100.00
₩66,827.59
+25.9%
16.7%₩87,000.00₩43,000.00₩54,300.0029
Dec ’23₩57,900.00
₩66,482.76
+14.8%
17.0%₩87,000.00₩43,000.00₩49,700.0029
Nov ’23₩50,700.00
₩77,666.67
+53.2%
24.5%₩128,000.00₩46,000.00₩37,600.0027

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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