mit Abstand unterbewerteste Internetwert
Earnings and valuation comparison of global internet companies (Wbn, x, %)
Company
Market cap
Revenue Operating profit Net profit P/E EV/EBITDA P/B ROE
17F 18F 17F 18F 17F 18F 17F 18F 17F 18F 17F 18F 17F 18F
NAVER (KR) 26,667 4,679 5,461 1,179 1,431 770 993 37.1 26.8 18.4 13.9 4.8 3.9 18.5 19.0
Kakao 10,449 1,972 2,361 165 182 128 131 83.8 81.8 31.3 30.2 2.3 1.8 3.0 2.5
Cafe24 878 143 - 7 - 5 - 158.6 - - - 65.7 - 52.2 -
Interpark 316 485 528 28 31 16 18 20.8 18.4 5.8 5.0 1.8 1.7 8.7 9.4
Yahoo Japan (JP) 29,783 9,066 9,109 2,039 1,946 1,450 1,342 21.4 22.6 11.0 11.2 3.1 2.9 15.4 13.5
Rakuten 13,317 9,523 10,679 1,506 1,296 1,115 769 12.9 16.4 6.0 6.4 2.0 1.7 16.2 10.4
LINE 10,289 1,685 2,007 253 209 81 107 125.5 71.7 30.2 30.3 5.9 5.0 4.7 7.2
Alphabet (US) 843,173 125,340 114,057 29,562 46,755 14,316 39,401 31.2 22.4 19.2 13.5 4.8 4.3 8.7 15.8
Amazon 818,602 201,107 248,582 4,643 6,658 3,429 8,056 256.6 94.8 37.2 29.1 20.4 21.6 12.9 13.2
Facebook 567,305 45,965 58,964 22,843 26,561 18,016 26,286 28.7 21.7 20.3 14.5 6.9 5.8 23.8 24.2
Netflix 145,946 13,221 16,888 948 1,705 632 1,549 143.8 102.8 95.4 73.2 23.2 29.8 17.9 26.0
eBay 46,142 10,817 11,638 2,561 3,220 -1,149 2,474 30.4 18.7 14.6 12.8 4.8 5.7 -10.9 26.6
Twitter 27,271 2,763 2,874 44 599 -122 420 62.1 58.0 35.3 24.1 3.6 4.7 -2.2 8.1
Shopify 16,307 761 1,062 -56 6 -45 12 - 1,345.6 - 438.1 - 10.8 -5.7 1.6
Tencent (CH) 588,163 40,252 56,468 14,162 17,361 11,013 14,441 53.5 40.9 37.9 29.1 14.9 11.0 31.1 30.2
Alibaba 513,773 27,030 41,409 8,207 12,107 7,459 14,557 47.1 36.3 29.4 28.1 6.7 8.1 17.6 20.9
Baidu 95,768 14,203 17,013 2,628 3,091 3,065 3,470 28.0 27.1 24.3 19.4 4.6 4.5 17.6 15.1
JD.com 67,401 60,678 79,076 -140 444 -25 1,262 - 56.7 111.5 47.1 7.4 7.2 -0.4 6.2
Weibo 30,525 1,300 1,906 461 723 399 682 65.4 46.9 51.4 38.4 19.0 14.7 36.2 39.8
Average 36.5 34.6 24.8 20.4 11.2 8.1 14.0 16.1
Note: Data for NAVER, Kakao, and Interpark are based on our estimates, and others are based on the consensus Source: Bloomberg, Mirae Asset Daewoo Research
Quelle: siehe letztes Posting