Kakao Pay (A377300) Stock Overview
Operates a mobile payment system in South Korea. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 3/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for A377300 from our risk checks.
A377300 Community Fair Values
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Analyst Price Targets
Kakao Pay Corp. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | ₩45,500.00 |
| 52 Week High | ₩114,000.00 |
| 52 Week Low | ₩40,650.00 |
| Beta | 1.95 |
| 1 Month Change | -10.96% |
| 3 Month Change | -24.29% |
| 1 Year Change | -25.90% |
| 3 Year Change | -12.84% |
| 5 Year Change | n/a |
| Change since IPO | -76.42% |
Recent News & Updates
Narrative Update • Jun 11
A377300: Reaffirmed Fair Value Will Rely On Stronger Margin Outlook
Analysts have kept their Kakao Pay price target steady at ₩82,000, citing only small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially change their overall view. What's in the News No recent Kakao Pay news items or key developments were provided in the source feeds, so there are no specific events to highlight here.Narrative Update • May 28
A377300: Reaffirmed Fair Value Will Rely On Stronger Margin Outlook
Analysts have reiterated a ₩82,000 price target for Kakao Pay, citing updated assumptions that combine a slightly lower discount rate and P/E multiple with higher projected revenue growth of 29.61% and a profit margin of 14.99%. Valuation Changes Fair Value: Remains unchanged at ₩82,000.
Narrative Update • May 03
A377300: Weaker Profitability Assumptions Will Keep Shares Looking Overvalued
Analysts keep their Kakao Pay fair value estimate steady at ₩30,000, citing only small tweaks in discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in the story. Valuation Changes Fair Value: Kept steady at ₩30,000 per share, indicating no change in the headline valuation output.Narrative Update • Apr 19
A377300: Softer Margins And Higher Discount Rate Will Keep Shares Overvalued
Analysts are keeping Kakao Pay's fair value estimate steady at ₩30,000. A slightly higher discount rate and a modestly softer revenue growth and profit margin outlook, paired with a marginally higher future P/E assumption, frame this as a fine tuning rather than a major reset of expectations.Recent updates
Narrative Update • Jun 11
A377300: Reaffirmed Fair Value Will Rely On Stronger Margin Outlook
Analysts have kept their Kakao Pay price target steady at ₩82,000, citing only small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially change their overall view. What's in the News No recent Kakao Pay news items or key developments were provided in the source feeds, so there are no specific events to highlight here.Narrative Update • May 28
A377300: Reaffirmed Fair Value Will Rely On Stronger Margin Outlook
Analysts have reiterated a ₩82,000 price target for Kakao Pay, citing updated assumptions that combine a slightly lower discount rate and P/E multiple with higher projected revenue growth of 29.61% and a profit margin of 14.99%. Valuation Changes Fair Value: Remains unchanged at ₩82,000.Narrative Update • May 03
A377300: Weaker Profitability Assumptions Will Keep Shares Looking Overvalued
Analysts keep their Kakao Pay fair value estimate steady at ₩30,000, citing only small tweaks in discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in the story. Valuation Changes Fair Value: Kept steady at ₩30,000 per share, indicating no change in the headline valuation output.Narrative Update • Apr 19
A377300: Softer Margins And Higher Discount Rate Will Keep Shares Overvalued
Analysts are keeping Kakao Pay's fair value estimate steady at ₩30,000. A slightly higher discount rate and a modestly softer revenue growth and profit margin outlook, paired with a marginally higher future P/E assumption, frame this as a fine tuning rather than a major reset of expectations.Narrative Update • Apr 04
A377300: Reaffirmed Fair Value And Profit Outlook Will Support Upside Potential
Analysts have reaffirmed their Kakao Pay price target at ₩82,000, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E multiples that keep their overall valuation view broadly unchanged. Valuation Changes Fair Value: Reaffirmed at ₩82,000, with no change between the prior and current estimate.
Narrative Update • Mar 21
A377300: Higher Future P/E Will Sustain An Overvalued Share Price
Analysts have raised their Kakao Pay price target from ₩52,860 to ₩56,600, citing an updated combination of slightly lower revenue growth and profit margin assumptions, a higher future P/E multiple, and a modestly adjusted discount rate. Valuation Changes Fair Value: The updated analyst fair value estimate has moved from ₩52,860 to ₩56,600.Narrative Update • Mar 07
A377300: Compressed Future P/E Will Continue To Leave Shares Overvalued
Analysts are maintaining their Kakao Pay fair value estimate at ₩30,000. The updated assumptions include a lower discount rate, higher projected revenue growth and profit margins, and a reduced future P/E, which together form the basis of the latest price target rationale.Narrative Update • Feb 21
A377300: Higher Future P/E Assumptions Will Support Upside Potential
Analysts have revised their Kakao Pay price target from ₩76,000 to ₩82,000, citing updated assumptions for revenue growth, profit margins, and future P/E, which feed into a slightly lower discount rate in their models. Valuation Changes Fair Value: Target fair value moved from ₩76,000 to ₩82,000, representing a modest uplift in the analysts' central estimate.Narrative Update • Feb 07
A377300: Elevated P/E Assumptions Will Sustain An Overvalued Share Price
Analysts have raised their price target for Kakao Pay from ₩49,991.67 to ₩52,860, pointing to updated assumptions for slightly higher revenue growth, improved profit margins, a lower discount rate, and a reduced future P/E multiple as key drivers of the change. Valuation Changes Fair Value: raised from ₩49,991.67 to ₩52,860, a modest upward adjustment in the assessed equity value.Analysis Article • Feb 03
Revenues Tell The Story For Kakao Pay Corp. (KRX:377300) As Its Stock Soars 31%
The Kakao Pay Corp. ( KRX:377300 ) share price has done very well over the last month, posting an excellent gain of...Narrative Update • Jan 24
A377300: Higher Growth Assumptions And Rich P/E Will Sustain Overvaluation
Analysts are maintaining their fair value estimate for Kakao Pay at ₩30,000, while making slight adjustments to key inputs such as revenue growth, profit margin, discount rate and future P/E to reflect an updated view of the company’s risk and earnings profile. Valuation Changes Fair Value: The fair value estimate is unchanged at ₩30,000 per share.Narrative Update • Jan 09
A377300: Higher Margin Outlook Will Support Future Upside Potential
Analysts kept their fair value estimate for Kakao Pay steady at ₩76,000, while making slight adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the balance between growth and profitability. Valuation Changes Fair Value Estimate is unchanged at ₩76,000 per share, indicating no shift in the central valuation anchor.Narrative Update • Dec 26
A377300 Future Profitability Assumptions Are Expected To Drive Upside Potential
Analysts have trimmed their fair value estimate for Kakao Pay from ₩79,000 to ₩76,000 per share, reflecting a more balanced view of the stock despite higher projected revenue growth, improved profit margins, and a lower anticipated future P/E multiple. Valuation Changes The fair value estimate has been reduced slightly from ₩79,000 to ₩76,000 per share, implying a modest reassessment of upside potential.Narrative Update • Dec 12
A377300 NFC Overseas Payments Will Worsen Profitability And Keep Shares Overvalued
Analysts have raised their fair value estimate for Kakao Pay to ₩30,000 from ₩26,000, primarily reflecting higher projected revenue growth and a richer future P/E multiple, despite slightly lower margin assumptions and a modestly reduced discount rate. What's in the News Kakao Pay launches NFC based overseas "tap to pay" functionality via Alipay+ and Mastercard, enabling contactless payments at over 150 million Mastercard merchant locations worldwide.Analysis Article • Dec 05
Kakao Pay Corp.'s (KRX:377300) Price In Tune With Revenues
When you see that almost half of the companies in the Diversified Financial industry in Korea have price-to-sales...Narrative Update • Nov 03
A377300: Cross-Border Payment Expansion Will Face Margin Pressures Yet Offer Stability
Analysts have slightly lowered their price target for Kakao Pay from ₩50,825 to ₩49,991.67, citing revised forecasts for profit margins and updated revenue growth expectations. What's in the News Kakao Pay launches NFC (Near-Field Communication) payment for overseas transactions, enabled by its partnership with Alipay+ and Mastercard (Key Developments) Kakao Pay users can now make contactless "tap-to-pay" transactions at over 150 million Mastercard locations worldwide, including in Japan, Southeast Asia, the U.S., Europe, and Oceania (Key Developments) The new NFC payment option complements Kakao Pay's existing QR code and barcode-based cross-border payment services and enhances the global travel and shopping experience for its users (Key Developments) NFC payments are already available in the latest version of the Kakao Pay app.Narrative Update • Sep 28
Digital Finance In Korea Will Face Headwinds Yet Show Promise
Kakao Pay's slight upward revision in the consensus price target appears driven by a modest increase in its future P/E ratio while revenue growth forecasts remain stable, resulting in a new fair value of ₩50,825. What's in the News Kakao Pay, supported by Alipay+ and Mastercard, has launched NFC (tap-to-pay) payment for overseas transactions.Narrative Update • Sep 13
Digital Finance In Korea Will Face Headwinds Yet Show Promise
The consensus price target for Kakao Pay has been revised upward to ₩49,264, primarily reflecting a higher future P/E multiple, while profitability metrics remain stable. What's in the News Kakao Pay hosted an Analyst/Investor Day.Narrative Update • Aug 07
Digital Finance In Korea Will Face Headwinds Yet Show Promise
Kakao Pay's analyst price target has been raised, primarily reflecting a notable improvement in net profit margin despite lower revenue growth forecasts, resulting in a new consensus fair value of ₩43,373. What's in the News Hosted an Analyst/Investor Day event.Analysis Article • Jul 20
Kakao Pay Corp.'s (KRX:377300) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Kakao Pay Corp. ( KRX:377300 ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...New Narrative • Jul 16
Digital Payments And Tightening Regulations Will Fuel Cautious Expansion
Slowing transaction growth and looming regulatory challenges threaten projected revenue and margin expansion, raising concerns about Kakao Pay's ability to sustain current momentum.Analysis Article • May 28
Kakao Pay Corp. (KRX:377300) Looks Just Right With A 28% Price Jump
Kakao Pay Corp. ( KRX:377300 ) shareholders would be excited to see that the share price has had a great month, posting...Analysis Article • Feb 17
Kakao Pay Corp. (KRX:377300) Looks Just Right With A 25% Price Jump
Despite an already strong run, Kakao Pay Corp. ( KRX:377300 ) shares have been powering on, with a gain of 25% in the...Analysis Article • Dec 04
Revenues Tell The Story For Kakao Pay Corp. (KRX:377300) As Its Stock Soars 36%
Kakao Pay Corp. ( KRX:377300 ) shareholders have had their patience rewarded with a 36% share price jump in the last...Analysis Article • Sep 03
Kakao Pay Corp.'s (KRX:377300) Earnings Haven't Escaped The Attention Of Investors
Kakao Pay Corp.'s ( KRX:377300 ) price-to-sales (or "P/S") ratio of 4.8x may look like a poor investment opportunity...Analysis Article • May 21
Revenues Tell The Story For Kakao Pay Corp. (KRX:377300)
Kakao Pay Corp.'s ( KRX:377300 ) price-to-sales (or "P/S") ratio of 7.4x may look like a poor investment opportunity...Shareholder Returns
| A377300 | KR Diversified Financial | KR Market | |
|---|---|---|---|
| 7D | 8.3% | 0.2% | -0.3% |
| 1Y | -25.9% | -8.4% | 165.0% |
Return vs Industry: A377300 underperformed the KR Diversified Financial industry which returned -8.4% over the past year.
Return vs Market: A377300 underperformed the KR Market which returned 165% over the past year.
Price Volatility
| A377300 volatility | |
|---|---|
| A377300 Average Weekly Movement | 11.0% |
| Diversified Financial Industry Average Movement | 10.6% |
| Market Average Movement | 8.7% |
| 10% most volatile stocks in KR Market | 16.2% |
| 10% least volatile stocks in KR Market | 4.5% |
Stable Share Price: A377300 has not had significant price volatility in the past 3 months compared to the KR market.
Volatility Over Time: A377300's weekly volatility (11%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2017 | n/a | Allen Shin | www.kakaopay.com |
Kakao Pay Corp. operates a mobile payment system in South Korea. It operates in two segments, Non-financial Services and Financial Services. Its products include, money transfer, payment, membership, PFM, bill payment, investment, loan, insurance, and other recommended products.
Kakao Pay Corp. Fundamentals Summary
| A377300 fundamental statistics | |
|---|---|
| Market cap | ₩6.04t |
| Earnings (TTM) | ₩60.42b |
| Revenue (TTM) | ₩1.05t |
101.9x
P/E Ratio5.9x
P/S RatioIs A377300 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| A377300 income statement (TTM) | |
|---|---|
| Revenue | ₩1.05t |
| Cost of Revenue | ₩0 |
| Gross Profit | ₩1.05t |
| Other Expenses | ₩986.33b |
| Earnings | ₩60.42b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 446.73 |
| Gross Margin | 100.00% |
| Net Profit Margin | 5.77% |
| Debt/Equity Ratio | 3.7% |
How did A377300 perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/15 09:02 |
| End of Day Share Price | 2026/06/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
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 Github.
Analyst Sources
Kakao Pay Corp. is covered by 17 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Pranav Gundlapalle | Bernstein |
| Jisun Lee | BofA Global Research |
| Joshua Kim | CGS International |