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Naspers (NPSNY)
OTHER OTC:NPSNY
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Naspers
(OTC:NPSNY)
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Rating:69Neutral
Price Target:
$14.50
▲(9.02% Upside)
Naspers' strong financial performance and positive earnings call are major strengths, reflecting robust growth and strategic initiatives. However, technical indicators show bearish momentum, and the high P/E ratio suggests overvaluation, which tempers the overall score.
Positive Factors
Revenue Growth
Naspers' significant revenue growth demonstrates strong market demand and effective business expansion strategies, supporting long-term growth potential.
Cash Flow Improvement
Enhanced cash generation capabilities provide Naspers with greater financial flexibility to invest in growth opportunities and manage debt.
AI and Innovation Initiatives
Investments in AI and innovation can drive future growth by enhancing operational efficiencies and creating new revenue streams.
Negative Factors
Operational Inefficiencies
Low EBIT margins indicate operational inefficiencies that could hinder profitability and require strategic focus to improve cost management.
Challenges with Jet
Underperformance of Jet highlights execution challenges that could impact overall profitability and require strategic adjustments.
Increased Competition in Food Delivery
Rising competition in the food delivery sector could pressure margins and market share, necessitating strategic responses to maintain leadership.
Naspers (NPSNY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$52.11B
Dividend Yield0.27%
Average Volume (3M)147.84K
Price to Earnings (P/E)9.4
Beta (1Y)0.95
Revenue Growth13.95%
EPS Growth249.74%
CountryUS
Employees25,564
SectorConsumer Cyclical
Sector Strength84
IndustryInternet Content & Information
Share Statistics
EPS (TTM)0.60
Shares Outstanding3,917,932,600
10 Day Avg. Volume110,302
30 Day Avg. Volume147,835
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)0.38
Price to Sales (P/S)1.19
P/FCF Ratio4.82
Enterprise Value/Market Cap1.09
Enterprise Value/Revenue7.25
Enterprise Value/Gross Profit17.48
Enterprise Value/Ebitda7.14
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Naspers Business Overview & Revenue Model
Company DescriptionNaspers Limited operates in the consumer internet industry worldwide. It operates through Classifieds, Food Delivery, Payments and Fintech, Etail, Edtech, and Other Ecommerce segments. It holds investments in classifieds, food delivery, payments and fintech, education, health, and ecommerce, as well as ventures, and social and internet platforms; and offers eMAG platform for online food and grocery delivery network. The company also prints, publishes, and distributes newspapers, magazines, and books through digital platforms, as well as provides media logistics. Naspers Limited was founded in 1915 and is headquartered in Cape Town, South Africa.
How the Company Makes MoneyNaspers generates revenue primarily through its various business segments, which include e-commerce, pay television, and print media. The e-commerce segment, which includes platforms like Takealot and OLX, earns money through transaction fees, advertising, and subscription services. The company's video entertainment division, MultiChoice, provides subscription-based television services, contributing substantially to Naspers' revenue through monthly fees from subscribers. Additionally, Naspers has significant stakes in technology companies, most notably Tencent, a leading Chinese internet service portal, which contributes to its earnings through capital gains and dividends. Partnerships with local and international companies further enhance its revenue opportunities, allowing Naspers to leverage synergies and expand its market presence.
Naspers Earnings Call Summary
Earnings Call Date:Nov 24, 2025
(Q2-2026)
| % Change Since: |
Next Earnings Date:Jun 29, 2026
Earnings Call Sentiment Positive
The earnings call reflects a strong focus on growth, innovation, and strategic asset management, with significant revenue and ecosystem expansion. However, challenges in Jet's performance and increased competition in the food delivery market pose concerns.Q2-2026 Updates
Positive Updates
Strong Revenue Growth
The company reported a 70% growth in revenue, reaching $530 million. They are on track to achieve $1.1 billion to $1.2 billion in adjusted EBITDA for the year.
iFood Ecosystem Expansion
iFood is experiencing significant growth, with an aim to achieve 10% to 15% of Despegar's revenue coming from the iFood ecosystem.
Successful Asset Sales and Buybacks
The company sold $1.2 billion worth of assets and is on track to sell at least $2 billion this year. They have also bought back more than $40 billion, generating over $60 billion in results.
Innovation and AI Initiatives
The company is focusing on innovation and AI, with plans to discuss advancements in AI-driven live commerce models and assistance.
Positive Developments in India
The company is optimistic about its investments in India, noting significant growth in companies like PayU and Ixigo.
Negative Updates
Challenges with Jet
Jet is not performing well, with negative order growth of 7% and guidance of EUR 360 million in EBITDA not being met.
Increased Competition in Food Delivery
iFood is facing increased competition from companies like Talabat and others entering the Brazilian market, offering heavy discounts.
Uncertainty in Asset Monetization
The company is uncertain about future asset monetization opportunities, particularly with Delivery Hero, and has not provided specific plans.
Company Guidance
During the call, guidance was provided highlighting a robust financial outlook and strategic growth initiatives. The company reported a 70% revenue growth, reaching $530 million, and projected an adjusted EBITDA of $1.1 to $1.2 billion for the year, excluding specific segments. Despegar's revenue from the iFood ecosystem is expected to rise from 5% to potentially 10-15% in the short term. Asset sales are on track to reach at least $2 billion this year, with a focus on maintaining disciplined capital allocation and optimizing buybacks. The company has completed significant transactions, including the acquisition of Jet and La Centrale, and is integrating AI-driven innovations across its businesses. The emphasis is on executing strategic M&As, particularly in high-growth markets like India, while managing competitive pressures and enhancing profitability.Naspers Financial Statement Overview
Summary
Naspers exhibits strong financial health with impressive revenue growth and profitability metrics. The balance sheet reflects a stable financial position with moderate leverage and strong return on equity. Cash flow performance is robust, with significant improvements in free cash flow generation. Overall, the company is well-positioned for continued growth, though attention to operational efficiency could further enhance performance.Income Statement
Naspers has demonstrated strong revenue growth with a 39.3% increase in the latest period, indicating robust business expansion. The gross profit margin of 40.3% and net profit margin of 73% reflect efficient cost management and high profitability. However, the EBIT margin is relatively low at 1.8%, suggesting potential inefficiencies in operational management.85
Very Positive
Balance Sheet
The company's debt-to-equity ratio of 0.76 indicates a moderate level of leverage, which is manageable but should be monitored. The return on equity is strong at 23.6%, showcasing effective use of shareholder funds. The equity ratio of 30.3% suggests a balanced capital structure, though there is room for improvement in asset financing.78
Positive
Cash Flow
Naspers has shown a significant improvement in free cash flow with a growth rate of 42%, indicating enhanced cash generation capabilities. The operating cash flow to net income ratio of 0.30 suggests that cash flow generation is aligned with profitability. The free cash flow to net income ratio of 0.93 reflects a healthy conversion of profits into cash.82
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 7.86B | 7.18B | 6.43B | 5.96B | 6.29B | 5.93B |
| Gross Profit | 3.26B | 2.89B | 2.46B | 1.88B | 1.63B | 1.85B |
| EBITDA | 7.98B | 13.34B | 7.78B | 10.47B | 19.15B | 7.75B |
| Net Income | 5.71B | 5.24B | 2.85B | 4.33B | 12.22B | 5.30B |
Balance Sheet | ||||||
| Total Assets | 80.21B | 73.27B | 62.27B | 65.50B | 71.32B | 53.82B |
| Cash, Cash Equivalents and Short-Term Investments | 22.34B | 18.33B | 19.26B | 21.28B | 13.65B | 6.45B |
| Total Debt | 18.17B | 16.82B | 16.50B | 16.45B | 16.15B | 8.27B |
| Total Liabilities | 24.55B | 22.06B | 20.99B | 20.89B | 21.19B | 12.96B |
| Stockholders Equity | 24.28B | 22.18B | 17.87B | 18.96B | 20.58B | 29.19B |
Cash Flow | ||||||
| Free Cash Flow | 1.85B | 1.77B | 936.00M | -479.00M | -981.00M | -62.00M |
| Operating Cash Flow | 1.96B | 1.91B | 1.03B | -177.00M | -702.00M | 73.00M |
| Investing Cash Flow | 16.04B | 11.78B | 142.00M | 12.55B | 5.91B | -731.00M |
| Financing Cash Flow | -9.43B | -8.51B | -8.24B | -12.10B | 894.00M | 53.00M |
Naspers Technical Analysis
Negative
13.30
Price Trends
13.39
Negative
13.64
Negative
12.66
Positive
Market Momentum
0.12
Positive
46.42
Neutral
52.71
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NPSNY, the sentiment is Negative. The current price of 13.3 is below the 20-day moving average (MA) of 13.53, below the 50-day MA of 13.39, and above the 200-day MA of 12.66, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 46.42 is Neutral, neither overbought nor oversold. The STOCH value of 52.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NPSNY.
Naspers Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | $17.50B | 8.98 | 51.49% | ― | 16.79% | 819.94% | |
75 Outperform | $43.78B | 127.24 | 15.22% | ― | 69.71% | ― | |
71 Outperform | $23.23B | 16.98 | 14.47% | 1.02% | 13.86% | 80.97% | |
69 Neutral | $52.11B | 9.39 | 25.30% | 0.27% | 13.95% | 249.74% | |
68 Neutral | $51.35B | 47.76 | 3.31% | ― | -2.70% | -56.75% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
55 Neutral | $12.95B | -25.54 | -22.38% | ― | 11.75% | 49.19% |
* Consumer Cyclical Sector Average
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.