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Naspers LimitedJSE:NPN Aktierapport

Marknadsvärde R671.1b
Aktiekurs
R860.46
R1.08k
20.0% undervärderad intrinsisk rabatt
1Y-18.1%
7D0.8%
Portföljens värde
Utsikt

Naspers Limited

JSE:NPN Aktierapport

Börsvärde: R671.1b

NPN Community Fair Values

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Naspers Limited Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Naspers
Historiska aktiekurser
Aktuell aktiekursR860.46
52 veckors högstaR1,311.44
52 veckors lägstaR817.58
Beta0.73
1 månads förändring-8.54%
3 månaders förändring-4.31%
1 års förändring-18.05%
3 års förändring37.70%
5 års förändring44.37%
Förändring sedan börsintroduktionen13,778.39%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.

Aktieägarnas avkastning

NPNZA Multiline RetailZA Marknad
7D0.8%-1.8%-1.7%
1Y-18.1%16.2%19.7%

Avkastning vs industri: NPN presterade sämre än ZA Multiline Retail branschen som gav 16.2 % under det senaste året.

Avkastning vs Marknaden: NPN presterade sämre än ZA marknaden som gav 19.7 % under det senaste året.

Prisvolatilitet

Is NPN's price volatile compared to industry and market?
NPN volatility
NPN Average Weekly Movement5.7%
Multiline Retail Industry Average Movement5.6%
Market Average Movement5.0%
10% most volatile stocks in ZA Market10.7%
10% least volatile stocks in ZA Market3.3%

Stabil aktiekurs: NPN har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för ZA.

Volatilitet över tid: NPN s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
191527,010Fabricio Bloisiwww.naspers.com

Naspers Limited är verksamt inom internetbranschen för konsumenter i Afrika, Asien, Europa, Latinamerika, Nordamerika och internationellt. Bolaget är verksamt inom segmenten Classifieds, Food Delivery, Payments and Fintech, Etail, Edtech, Social and Internet Platforms, Media24 och Ventures. Bolaget har investeringar i classifieds, food delivery, payments and fintech, education, health och ecommerce, samt ventures och sociala och internetplattformar.

Naspers Limited Sammanfattning av grunderna

Hur förhåller sig Naspers:s resultat och omsättning till dess börsvärde?
NPN grundläggande statistik
BörsvärdeR671.09b
Vinst(TTM)R95.21b
Intäkter(TTM)R130.13b
6.8x
P/E-förhållande
5.0x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
NPN resultaträkning (TTM)
IntäkterUS$7.86b
Kostnad för intäkterUS$4.49b
BruttovinstUS$3.37b
Övriga kostnader-US$2.38b
IntäkterUS$5.75b

Senast redovisade vinst

Sep 30, 2025

Nästa vinstdatum

Jun 29, 2026

Vinst per aktie (EPS)7.60
Bruttomarginal42.84%
Nettovinstmarginal73.16%
Skuld/egenkapitalförhållande32.1%

Hur har NPN utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

0.1%
Aktuell utdelningsavkastning
0.7855%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 17:40
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2025/09/30
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Naspers Limited bevakas av 21 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jonathan BradleyAbsa Bank Limited
John-Paul DavidsBarclays
Maurice PatrickBarclays