Kakao Corp.

KOSE:A035720 Stock Report

Market Cap: ₩16.8t

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 (₩37450) is trading above our estimate of fair value (₩23567.24)

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 Ratio2.1x
Sales₩7.91t
Market Cap₩16.77t

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 Average2.8x
A035420 NAVER
2.8x8.6%₩29.3t
A067160 Soop
2.3x10.8%₩961.2b
A259960 KRAFTON
5.5x10.1%₩14.2t
A020120 KidariStudio
0.6x9.1%₩124.2b
A035720 Kakao
2.1x7.3%₩16.8t

Price-To-Sales vs Peers: A035720 is good value based on its Price-To-Sales Ratio (2.1x) compared to the peer average (2.8x).

Price to Sales Ratio vs Industry

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

8 CompaniesPrice / SalesEstimated GrowthMarket Cap
A035720 2.1xIndustry Avg. 2.2xNo. of Companies22PS01.63.24.86.48+
8 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: A035720 is good value based on its Price-To-Sales Ratio (2.1x) compared to the Asian Interactive Media and Services industry average (2.2x).

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 Ratio2.1x
Fair PS Ratio3.3x

Price-To-Sales vs Fair Ratio: A035720 is good value based on its Price-To-Sales Ratio (2.1x) compared to the estimated Fair Price-To-Sales Ratio (3.3x).

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₩37,450.00
₩47,531.03
+26.9%
14.5%₩60,000.00₩33,000.00n/a29
Dec ’25₩40,100.00
₩47,546.67
+18.6%
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₩42,000.00₩38,200.0028
Dec ’24₩49,700.00
₩60,534.48
+21.8%
13.8%₩75,000.00₩42,000.00₩40,100.0029
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

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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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 04:21
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Kakao Corp. is covered by 45 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Seyon ParkBarclays
Justin LeeBNP Paribas Securities (Asia)
Susie LeeBofA Global Research