NPN Intrinsic Valuation and Fundamental Analysis - Naspers Ltd - Alpha Spread
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Naspers Ltd
JSE:NPN

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Naspers Ltd
JSE:NPN
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Price: 419 920 Zac -0.51% Market Closed
Market Cap: 859.7B Zac
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Intrinsic Value

There is not enough data to reliably calculate the intrinsic value of NPN.

The Intrinsic Value is calculated as the average of DCF and Relative values:

NPN Intrinsic Value
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Fundamental Analysis

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Business Breakdown

Naspers Ltd. is a global consumer internet group and one of the largest technology investors in the world, originating from South Africa. Founded in 1915, the company has evolved from a traditional publishing house into a formidable player in e-commerce, digital entertainment, and online classifieds. At the heart of Naspers' portfolio is its flagship investment in Tencent, one of the world’s leading gaming and social media companies, which has significantly bolstered its market value over the years. This early bet on Tencent, which has blossomed into a tech behemoth, is a testament to Naspers’ forward-thinking approach. Today, the company harnesses the power of technology to connect consumer...

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Financials
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Balance Sheet Decomposition
Naspers Ltd

Current Assets 22.3B
Cash & Short-Term Investments 18.6B
Receivables 1.8B
Other Current Assets 1.8B
Non-Current Assets 40B
Long-Term Investments 37.4B
PP&E 764m
Intangibles 1.4B
Other Non-Current Assets 430m
Current Liabilities 4.8B
Accounts Payable 1.4B
Accrued Liabilities 420m
Short-Term Debt 15m
Other Current Liabilities 3B
Non-Current Liabilities 39.6B
Long-Term Debt 16B
Other Non-Current Liabilities 23.6B
Efficiency

Earnings Waterfall
Naspers Ltd

Revenue
6.4B USD
Cost of Revenue
-4B USD
Gross Profit
2.5B USD
Operating Expenses
-2.6B USD
Operating Income
-183m USD
Other Expenses
3B USD
Net Income
2.9B USD

Free Cash Flow Analysis
Naspers Ltd

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

Prosus Naspers announced a robust financial performance with the core segments of Food, Classifieds, and Fintech delivering a remarkable 36% growth in revenue. Etail, however, experienced a decline due to challenging macroeconomic conditions. The group is on track to achieve ecommerce profitability by the first half of FY25. Food Delivery outpaced peers while iFood saw momentum in its restaurant business and grocery vertical. The Classifieds segment improved both growth and profitability, and the challenging OLX Autos business is being exited to boost ecommerce profits. The Payments sector grew revenues by 52%, with excitement around the scaling of India's credit business. Investments in AI for Edtech and disciplined capital allocation are also highlighted. Furthermore, an open-ended share buyback program aims to enhance NAV per share and increase exposure to Tencent shares. The company emphasizes their financial strength, with $15 billion in gross cash, and a commitment to achieving combined ecommerce profitability shortly.

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Fundamental Scores

NPN Profitability Score
Profitability Due Diligence

Naspers Ltd's profitability score is 52/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Year Average ROE
Positive Net Income
Positive Gross Profit
Positive Revenue Growth Forecast
52/100
Profitability
Score

Naspers Ltd's profitability score is 52/100. The higher the profitability score, the more profitable the company is.

NPN Solvency Score
Solvency Due Diligence

Naspers Ltd's solvency score is 58/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Short-Term Solvency
Negative Net Debt
Long-Term Solvency
58/100
Solvency
Score

Naspers Ltd's solvency score is 58/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

NPN Price Targets Summary
Naspers Ltd

There are no price targets for NPN.
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Dividends

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Previous Payment
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Today
Next Payment
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Today
Oct 12, 2024
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Shareholder Yield

Current shareholder yield for NPN is .

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Profile

Naspers Ltd

Country

South Africa

Industry

Retail

Market Cap

859.7B Zac

Dividend Yield

0.21%

Description

Naspers Ltd. operates as Internet and media group. The company is headquartered in Cape Town, Western Cape and currently employs 35,276 full-time employees. The Company’s segments include Classifieds, Food Delivery, Payments and Fintech, and Edtech. The firm invests in Skillsoft, GoodHabitz, Udemy, Codecademy, Eruditus, Platzi, eduMe, SoloLearn, Brainly, GoStudent and BYJU’S. The firm also includes Takealot. com, Mr D Food, Superbalist, OLX, AutoTrader, Property24 and PayU. The firm has its presence in areas, such as Southeast Asia, Latin America, Europe and the United States, with market investments in Egypt and Bangladesh. The firm operates in approximately 27 provinces in Indonesia.

Contact

WESTERN CAPE
Cape Town
Naspers Centre Po Box 2271, Capetown 8000
+270214062121.0
www.naspers.com

IPO

1994-09-13

Employees

35 276

Officers

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