Ratings Naspers Limited

Equities

NPN

ZAE000325783

End-of-day quote Johannesburg S.E. Other stock markets 06:00:00 2024-04-25 pm EDT			5-day change	1st Jan Change
3,625 ^ZAR	+1.38%		+11.27%	+15.88%

Apr. 11	Tencent Buys Back 3.3 Million Shares to Counteract Sales by Investor Naspers	MT
Apr. 04	Activist investor Sachem Head takes stake in Delivery hero, shares jump	RE

Strengths

The group's activity appears highly profitable thanks to its outperforming net margins.
Thanks to a sound financial situation, the firm has significant leeway for investment.
Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock.
The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.
Over the past twelve months, analysts' opinions have been strongly revised upwards.

Weaknesses

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
As a percentage of sales and without taking into account depreciation and amortization, the company has relatively low margins.
The company's enterprise value to sales, at 95.67 times its current sales, is high.
The company is not the most generous with respect to shareholders' compensation.
For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.
For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Internet Services

	1st Jan change	Capi.	ESG Refinitiv
NASPERS LIMITED	+15.88%	32.51B	C+
TENCENT HOLDINGS LIMITED	+18.66%	414B	B
NETFLIX, INC.	+15.27%	242B	D+
UBER TECHNOLOGIES, INC.	+12.15%	144B	A-
AIRBNB, INC.	+20.63%	104B	C-
PROSUS N.V.	+17.19%	83.87B	B+
SPOTIFY TECHNOLOGY S.A.	+54.11%	57.64B	B-
DOORDASH, INC.	+33.59%	53.37B	C+
COSTAR GROUP, INC.	+6.02%	37.83B	B
PINTEREST, INC.	-8.32%	23.18B	C

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes