Kakao Corp.

KOSE:A035720 Stok Raporu

Piyasa değeri: ₩15.3t

Kakao Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Kakao kazanç ve gelirin sırasıyla yıllık 18.2% ve 6.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 18% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 6.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

18.2%

Kazanç büyüme oranı

18.03%

EPS büyüme oranı

Interactive Media and Services kazanç büyümesi9.8%
Gelir büyüme oranı6.6%
Gelecekteki özkaynak getirisi6.67%
Analist kapsamı

Good

Son güncelleme07 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jul 07

A035720: Upcoming Board Investments Will Support Stronger Future Profitability Outlook

Kakao’s analyst price target has been reset from about ₩69,815 to about ₩66,667, as analysts factor in slightly lower fair value, marginally higher discount rates, and more conservative assumptions for revenue growth and profit margins while keeping future P/E expectations broadly similar. What's in the News Kakao scheduled a board meeting for Feb 23, 2026 to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
Anlatı Güncellemesi • Jun 23

A035720: Future Investment Commitments Will Support Long-Term Bullish Outlook

Analysts have revised Kakao's fair value estimate from ₩59,000 to about ₩46,022, reflecting updated assumptions for revenue growth, profit margins, and a slightly higher discount rate, even though the projected future P/E remains broadly similar. What's in the News Kakao has scheduled a board meeting on Feb 23, 2026, to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
Anlatı Güncellemesi • Jun 06

A035720: Upcoming Capital Injections Will Support Stronger Profitability Outlook

Analysts have trimmed Kakao's implied fair value only slightly, from about ₩70,556 to around ₩69,815. This points to updated assumptions that include modestly higher revenue growth, a wider profit margin and a somewhat lower future P/E multiple.
Anlatı Güncellemesi • May 23

A035720: Upcoming Capital Injections Will Support Future Upside Potential

Analysts have trimmed Kakao's fair value estimate from ₩76,115 to ₩70,556, reflecting updated views on slightly softer revenue growth and profit margins, along with a modestly higher discount rate, even as future P/E assumptions remain broadly similar. What's in the News Board meeting scheduled for February 23, 2026, to review finalized terms and conditions for a KRW 45,100,000,000 portion of a broader investment plan (Key Developments).
Anlatı Güncellemesi • May 02

A035720: Upcoming Capital Inflows And Dividend Policy Will Support Bullish Outlook

Analysts have trimmed Kakao's fair value estimate from ₩59,666 to ₩59,000, as they now expect lower revenue growth and profit margins, along with a higher assumed discount rate and future P/E multiple. What's in the News Kakao's board plans to meet on February 23, 2026 to review finalized terms and conditions for a KRW 45.1b portion of a total investment (Key Developments).
Anlatı Güncellemesi • Apr 17

A035720: Dividend Initiation And Capital Raise Will Support Future Upside

Analysts have kept Kakao's fair value estimate steady at ₩90,000. They explained that the unchanged price targets reflect offsetting shifts in inputs, including a slightly higher discount rate, higher projected revenue growth and profit margins, and a lower assumed future P/E multiple.
Anlatı Güncellemesi • Apr 03

A035720: New Capital Raise And Dividend Policy Will Support Future Upside

Analysts have adjusted their Kakao price target slightly lower from about ₩76,667 to around ₩76,115, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, which they see as better aligned with current forecasts. What's in the News Kakao has scheduled a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors, involving KRW 3.0b in convertible preferred shares to GS Assemble Fund, with an expected payment date of March 20, 2026, subject to procedural progress (Key Developments).
Anlatı Güncellemesi • Mar 20

A035720: Future Capital Raise And Dividend Policy Will Support Bullish Outlook

Analysts have reduced their Kakao fair value estimate from ₩61,562 to ₩59,667, reflecting higher discount rates together with stronger assumptions for revenue growth, profit margins, and a lower future P/E. What's in the News Kakao plans a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors.
Anlatı Güncellemesi • Mar 06

A035720: Dividend Introduction And Margin Improvement Will Support Future Upside

Analysts are maintaining Kakao's fair value estimate at ₩90,000. This updated view is guided by a slightly higher discount rate, a modestly lower revenue growth assumption, and a small uplift in profit margin and future P/E expectations.
Anlatı Güncellemesi • Feb 20

A035720: Higher Future P/E Multiple Will Support Margin Recovery And Upside

Analysts have adjusted their fair value estimate for Kakao to ₩90,000 from ₩88,000, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Kakao Corp.
Anlatı Güncellemesi • Feb 06

A035720: External Investment Review Will Support Higher Margins And Future Upside

Analysts are holding Kakao's fair value estimate steady at ₩88,000, with a slightly higher discount rate, slightly lower revenue growth, and slightly higher profit margin and future P/E assumptions shaping the latest price target view. What's in the News A board meeting is scheduled for November 19, 2025, to review the purpose of an external investment, the overall transaction structure, and the transaction price (Key Developments).
Anlatı Güncellemesi • Jan 22

A035720: Fair Outlook As Q4 Trends And Board Review Will Guide Expectations

Analysts have lifted their fair value estimate for Kakao from ₩57,984 to ₩61,562 as they incorporate slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E into their updated models. What's in the News Kakao has scheduled a board meeting for Nov 19, 2025 to review the purpose of an external investment, the transaction structure, the transaction price, and other related matters (Key Developments).
Anlatı Güncellemesi • Jan 08

A035720: Fair Outlook As Q4 Advertising And Board Review Will Shape Expectations

Analysts now see Kakao’s fair value at ₩57,984, up from ₩53,712. This reflects adjusted views on revenue growth, profit margins and future P/E assumptions.
Anlatı Güncellemesi • Dec 25

A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability

Analysts have lifted their price target on Kakao by ₩0 to ₩88,000, citing slightly stronger projected revenue growth, higher expected profit margins, and a modestly lower forward P/E multiple that together support a more favorable risk-reward profile despite a higher discount rate. What's in the News Kakao's board has scheduled a meeting for November 19, 2025, to review the purpose of an external investment, overall transaction structure, pricing, and related matters (board meeting filing).
Anlatı Güncellemesi • Dec 11

A035720: Upcoming Investment Review And Earnings Momentum Will Support Future Upside

Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation. What's in the News Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing) New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance) Valuation Changes The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.
Anlatı Güncellemesi • Nov 27

A035720: Rising Profit Margins And Lower P/E To Drive Future Upside

Narrative Update on Kakao: Analyst Price Target Revision Analysts have raised Kakao's fair value estimate from 75,250 KRW to 76,666.67 KRW. This revision reflects improved profit margin expectations and a lower anticipated future price-to-earnings ratio, even though revenue growth forecasts have been moderated.
Anlatı Güncellemesi • Nov 08

A035720: Modest Revenue Gains And Higher Multiple Will Drive Future Upside

Kakao Analyst Price Target Raised on Expectations of Modest Growth Analysts have increased Kakao's fair value estimate by ₩1,000 to ₩75,250, citing slightly higher projected revenue growth, even though there is a minor decrease in the expected profit margin. Valuation Changes The Fair Value Estimate has risen slightly, increasing from ₩74,250 to ₩75,250.
Anlatı Güncellemesi • Sep 24

Advanced AI And Fintech Expansion Will Transform Digital Engagement

Kakao's valuation metrics, including net profit margin and discount rate, showed only marginal improvement, resulting in an almost unchanged consensus analyst price target, which increased slightly from ₩73,500 to ₩74,250. Valuation Changes Summary of Valuation Changes for Kakao The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₩73500 to ₩74250.
Anlatı Güncellemesi • Aug 08

Advanced AI And Fintech Expansion Will Transform Digital Engagement

Upward revisions in both Kakao's net profit margin and consensus revenue growth forecasts have driven the analyst price target higher from ₩63,554 to ₩68,768. What's in the News Kakao Corp.
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Yeni Anlatı • Nov 18

Unlocking Growth And Innovation Through Personalized AI, Healthcare Expansion, And Enhanced User Engagement

Kakao's focus on user engagement and AI-driven services could enhance revenue streams and profit potential through targeted advertising and differentiated offerings.

Kazanç ve Gelir Büyüme Tahminleri

KOSE:A035720 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (KRW Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20289,832,898930,7361,645,0802,054,80020
12/31/20279,136,759790,8581,356,8431,890,87827
12/31/20268,310,882665,7701,265,8671,514,66922
3/31/20268,293,339520,002939,5791,499,240N/A
12/31/20258,099,148500,367823,5091,404,763N/A
9/30/20257,812,166323,469710,9851,207,132N/A
6/30/20257,646,983304,328840,4101,241,709N/A
3/31/20257,623,569244,371647,4661,122,887N/A
12/31/20247,864,033106,328783,5311,250,459N/A
9/30/20247,913,153-830,749888,8211,476,730N/A
6/30/20248,003,226-915,669910,8141,570,293N/A
3/31/20247,921,583-961,027736,4281,478,215N/A
12/31/20237,557,002-1,012,551630,7201,341,098N/A
9/30/20237,024,522-20,067387,1661,048,591N/A
6/30/20236,871,74765,405360,5211,044,107N/A
3/31/20236,770,80777,086243,752853,792N/A
12/31/20226,798,7421,358,019134,841678,376N/A
9/30/20226,892,2881,549,079554,3891,016,415N/A
6/30/20226,774,3712,221,867528,354858,349N/A
3/31/20226,304,2522,465,914852,4961,115,788N/A
12/31/20215,910,5131,387,3141,013,9511,306,572N/A
9/30/20215,500,6651,122,172777,1231,066,961N/A
6/30/20214,860,322470,575826,7091,178,814N/A
3/31/20214,460,980298,677712,236989,278N/A
12/31/20204,071,392151,601707,335971,096N/A
9/30/20203,769,255-82,071675,650878,233N/A
6/30/20203,451,994-153,880605,042744,034N/A
3/31/20203,232,176-254,866668,463824,446N/A
12/31/20193,070,111-304,815N/A752,667N/A
9/30/20192,895,867121,034N/A776,139N/A
6/30/20192,711,98581,952N/A632,933N/A
3/31/20192,567,88461,544N/A488,020N/A
12/31/20182,416,99247,886N/A491,470N/A
9/30/20182,288,33260,379N/A374,441N/A
6/30/20182,204,45275,799N/A351,660N/A
3/31/20182,083,96168,736N/A419,212N/A
12/31/20171,972,326108,597N/A371,927N/A
9/30/20171,881,481120,522N/A389,229N/A
6/30/20171,757,459100,683N/A355,843N/A
3/31/20171,665,53698,213N/A322,907N/A
12/31/20161,464,23357,674N/A317,259N/A
9/30/20161,252,09245,234N/A216,341N/A
6/30/20161,090,28146,023N/A185,160N/A
3/31/2016940,24457,745N/A185,673N/A
12/31/2015932,15275,666N/A162,217N/A
9/30/2015944,500116,571N/A221,404N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: A035720 'nin tahmini kazanç büyümesi (yıllık 18.2% ) tasarruf oranının ( 3.1% ) üzerindedir.

Kazançlar ve Piyasa: A035720 şirketinin kazançlarının (yıllık 18.2% ) KR pazarından (yıllık 33.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: A035720 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: A035720 şirketinin gelirinin (yıllık 6.6% ) KR pazarından (yıllık 17.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: A035720 şirketinin gelirinin (yıllık 6.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: A035720 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 6.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/08 23:18
Gün Sonu Hisse Fiyatı2026/07/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Kakao Corp. 38 Bu analistlerden 27, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Seyon ParkBarclays
Min-joo KangBernstein
A-Hyung ChoBofA Global Research