NASPERS LIMITED |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 3,912 ZAR | +0.27% |
|
-0.56% | +25.07% |
| May. 17 | Tech Down Ahead of Nvidia Earnings -- Tech Roundup | DJ |
| May. 17 | News Highlights : Top Company News of the Day - Friday at 5 PM ET | DJ |
Valuation
| Fiscal Period: Maart | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 99,382 | 62,737 | 99,840 | 46,918 | 37,721 | 37,493 | - | - |
| Enterprise Value (EV) 1 | 93,073 | 57,981 | 101,652 | 49,410 | 32,892 | 36,864 | 35,857 | 34,474 |
| P/E ratio | 23.9 x | 20.5 x | 19.9 x | 2.76 x | 9.41 x | 15.6 x | 13.5 x | 7.65 x |
| Yield | 0.22% | 0.23% | 0.17% | 0.37% | - | 0.32% | 0.42% | 0.53% |
| Capitalization / Revenue | 15 x | 15.7 x | 16.8 x | 5.91 x | 5.57 x | 5.79 x | 5.16 x | 4.54 x |
| EV / Revenue | 14.1 x | 14.5 x | 17.1 x | 6.22 x | 4.85 x | 5.69 x | 4.94 x | 4.17 x |
| EV / EBITDA | 287 x | -166 x | -1,225 x | -117 x | -48 x | -177 x | 196 x | 108 x |
| EV / FCF | 361 x | -190 x | -1,640 x | -51.5 x | -73.9 x | 11.7 x | 17.2 x | 13.2 x |
| FCF Yield | 0.28% | -0.53% | -0.06% | -1.94% | -1.35% | 8.57% | 5.81% | 7.6% |
| Price to Book | 3.55 x | 2.87 x | 3.43 x | 1.6 x | 2.04 x | 1.97 x | 1.66 x | 1.39 x |
| Nbr of stocks (in thousands) | 431,943 | 438,212 | 417,721 | 411,773 | 203,616 | 175,868 | - | - |
| Reference price 2 | 230.1 | 143.2 | 239.0 | 113.9 | 185.3 | 213.2 | 213.2 | 213.2 |
| Announcement Date | 6/21/19 | 6/29/20 | 6/21/21 | 6/27/22 | 6/26/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 6,612 | 4,001 | 5,934 | 7,940 | 6,778 | 6,473 | 7,261 | 8,260 |
| EBITDA 1 | 324 | -349 | -83 | -424 | -685 | -208.1 | 183 | 319.3 |
| EBIT 1 | 178 | -567 | -347 | -708 | -1,384 | -400.9 | -171.4 | 88.62 |
| Operating Margin | 2.69% | -14.17% | -5.85% | -8.92% | -20.42% | -6.19% | -2.36% | 1.07% |
| Earnings before Tax (EBT) 1 | 4,861 | 3,635 | 7,222 | 18,644 | 9,460 | 3,935 | 6,108 | 8,241 |
| Net income 1 | 6,901 | 3,137 | 5,304 | 12,223 | 4,331 | 2,504 | 2,871 | 4,946 |
| Net margin | 104.37% | 78.41% | 89.38% | 153.94% | 63.9% | 38.69% | 39.54% | 59.89% |
| EPS 2 | 9.610 | 6.990 | 12.04 | 41.27 | 19.68 | 13.63 | 15.83 | 27.86 |
| Free Cash Flow 1 | 258 | -305 | -62 | -960 | -445 | 3,158 | 2,085 | 2,619 |
| FCF margin | 3.9% | -7.62% | -1.04% | -12.09% | -6.57% | 48.79% | 28.72% | 31.71% |
| FCF Conversion (EBITDA) | 79.63% | - | - | - | - | - | 1,139.08% | 820.16% |
| FCF Conversion (Net income) | 3.74% | - | - | - | - | 126.1% | 72.63% | 52.95% |
| Dividend per Share 2 | 0.4992 | 0.3353 | 0.4074 | 0.4182 | - | 0.6819 | 0.8855 | 1.136 |
| Announcement Date | 6/21/19 | 6/29/20 | 6/21/21 | 6/27/22 | 6/26/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S1 | 2020 S2 | 2021 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 S1 | 2024 S2 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 1,730 | 2,271 | 2,497 | 4,365 | 3,700 | 3,049 | 3,174 | 3,407 |
| EBITDA | - | - | - | - | - | - | - | - |
| EBIT | - | - | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - |
| Net income | - | - | - | - | - | - | - | - |
| Net margin | - | - | - | - | - | - | - | - |
| EPS | - | - | - | - | - | - | - | - |
| Dividend per Share | - | - | - | - | - | - | - | - |
| Announcement Date | 11/22/19 | 6/29/20 | 11/23/20 | 6/27/22 | 11/23/22 | 6/26/23 | 11/29/23 | - |
1USD in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | 1,812 | 2,492 | - | - | - | - |
| Net Cash position 1 | 6,309 | 4,756 | - | - | 4,829 | 629 | 1,636 | 3,020 |
| Leverage (Debt/EBITDA) | - | - | -21.83 x | -5.877 x | - | - | - | - |
| Free Cash Flow 1 | 258 | -305 | -62 | -960 | -445 | 3,158 | 2,085 | 2,619 |
| ROE (net income / shareholders' equity) | 11.2% | 11.5% | 13.6% | 8.44% | 5.56% | 12.6% | 17.1% | 19.5% |
| ROA (Net income/ Total Assets) | - | 8.18% | 7.71% | 3.36% | 1.61% | 3.66% | 3.74% | 3.92% |
| Assets 1 | - | 38,352 | 68,788 | 364,170 | 269,341 | 68,388 | 76,674 | 126,347 |
| Book Value Per Share 2 | 64.80 | 49.80 | 69.60 | 71.00 | 91.00 | 108.0 | 128.0 | 154.0 |
| Cash Flow per Share 2 | 0.9500 | -0.4500 | 0.1700 | -2.420 | -0.8500 | 1.960 | 4.620 | 7.260 |
| Capex 1 | 152 | 109 | 135 | 258 | 290 | 254 | 291 | 349 |
| Capex / Sales | 2.3% | 2.72% | 2.28% | 3.25% | 4.28% | 3.93% | 4% | 4.22% |
| Announcement Date | 6/21/19 | 6/29/20 | 6/21/21 | 6/27/22 | 6/26/23 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
C+
Sell
Buy
Mean consensus
BUY
Number of Analysts
9
Last Close Price
213.2
USD
Average target price
272.5
USD
Spread / Average Target
+27.80%
EPS Revisions
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +25.07% | 37.49B | |
| +29.50% | 448B | |
| +32.84% | 279B | |
| +4.37% | 134B | |
| +28.20% | 93.43B | |
| +6.12% | 91.72B | |
| +63.99% | 61.12B | |
| +14.10% | 46.14B | |
| -1.67% | 35.1B | |
| +11.88% | 28.31B |
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