Naspers (NPSNY)
OTHER OTC:NPSNY
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Naspers
(OTC:NPSNY)
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Rating:69Neutral
Price Target:
$11.50
▼(-13.53% Downside)
Action:ReiteratedDate:11/25/25
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
Robust revenue growth
A 70% revenue increase to $530M signals scalable demand across classifieds, delivery and fintech. Sustained top-line momentum supports network effects, improves pricing power and provides a durable base for reinvestment and margin expansion over the medium term.
Negative Factors
Underperforming Jet business
Jet's negative order growth and missed EBITDA guidance point to persistent operational weaknesses in e-commerce. Continued underperformance can absorb cash, require restructuring or investment, and restrain consolidated margins and return profiles over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Robust revenue growth
A 70% revenue increase to $530M signals scalable demand across classifieds, delivery and fintech. Sustained top-line momentum supports network effects, improves pricing power and provides a durable base for reinvestment and margin expansion over the medium term.
Read all positive factors
Naspers (NPSNY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$39.31B
Dividend Yield0.27%
Average Volume (3M)147.84K
Price to Earnings (P/E)6.0
Beta (1Y)1.01
Revenue Growth13.95%
EPS Growth249.74%
CountryUS
Employees25,564
SectorConsumer Cyclical
Sector Strength84
IndustryInternet Content & Information
Share Statistics
EPS (TTM)0.60
Shares Outstanding3,825,466,600
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 Cap1.00
Enterprise Value/Revenue5.02
Enterprise Value/Gross Profit12.10
Enterprise Value/Ebitda4.94
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.15
Revenue Forecast (FY)$12.78B
Naspers Business Overview & Revenue Model
Company Description
Naspers 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 a...
How the Company Makes Money
Naspers makes money through a combination of (1) revenue generated by the operating companies it controls (or consolidates) and (2) investment returns from equity stakes in companies it does not fully operate.
1) Operating company revenues (platf...
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.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.
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.
Read all updates
Q2-2026 Updates
Positive
Negative
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.
Read all positive updates
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
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
82
Very Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 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
11.37
Negative
12.35
Negative
12.81
Negative
Market Momentum
-0.32
Negative
43.40
Neutral
59.22
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 above the 20-day moving average (MA) of 10.80, above the 50-day MA of 11.37, and above the 200-day MA of 12.81, indicating a bearish trend. The MACD of -0.32 indicates Negative momentum. The RSI at 43.40 is Neutral, neither overbought nor oversold. The STOCH value of 59.22 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 |
|---|---|---|---|---|---|---|---|
72 Outperform | $25.98B | 80.88 | 20.89% | ― | 69.71% | ― | |
71 Outperform | $12.76B | 17.48 | 13.77% | 1.02% | 13.86% | 80.97% | |
69 Neutral | $39.31B | 6.05 | 21.96% | 0.27% | 13.95% | 249.74% | |
68 Neutral | $11.65B | 41.90 | 8.74% | ― | 16.79% | 819.94% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
53 Neutral | $7.82B | -29.98 | -20.72% | ― | 11.75% | 49.19% | |
46 Neutral | $36.63B | 62.07 | 1.73% | ― | -2.70% | -56.75% |
* 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.