Side-by-Side Fundamental Comparison
NAVER vs 카카오
Comparative valuation and economic moat breakdown for NAVER (035420.KS) and 카카오 (035720.KS).
Key Fundamental Metrics Comparison
Latest Fiscal Year| Metric | NAVER (035420.KS) ↗ | 카카오 (035720.KS) ↗ |
|---|---|---|
| Revenue (Annual) | 12.0조원 | 8.1조원 |
| Operating Income | 2.2조원 | 7,320억원 |
| Net Income | 2.0조원 | 5,180억원 |
| ROE (Return on Equity) | 6.7% | 3.4% |
| ROIC (Capital Efficiency) | 6.0% | 3.0% |
| Gross Margin | 36.3% | 9.0% |
| Operating Margin | 18.3% | 9.0% |
| FCF Yield | - | 8.0% |
| Economic Moat Rating | Narrow (55점) | None (35점) |
| Top Revenue Segment | 서치플랫폼 (34.6%) | 톡비즈 (광고/커머스) (28%) |
| Detailed Analysis | 035420.KS DCF Model | 035720.KS DCF Model |