What is WEBTOON Entertainment's current valuation?

WEBTOON Entertainment's fair value estimate has decreased from $19.38 to $18.31, reflecting a more conservative outlook on the company's near-term prospects.

How are analysts reacting to WEBTOON Entertainment's partnership with Disney?

Analysts have a mixed outlook on WEBTOON's partnership with Disney. Citi analyst John Yu sees it as a key driver for potential future growth, while UBS analyst Jennifer Han expresses uncertainty about the timing, terms, and monetization of the deal.

What is the overall sentiment around WEBTOON Entertainment's growth trajectory?

The article suggests that there is a divide between bullish and bearish analysts. The bullish camp is optimistic about WEBTOON's ability to secure high-profile partnerships, while the bearish camp remains cautious about the near-term impact and visibility of these initiatives.

Home / Business and Economy / WEBTOON Entertainment's Valuation Drops as Analysts Debate Growth Outlook

WEBTOON Entertainment's Valuation Drops as Analysts Debate Growth Outlook

16 Nov

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Summary

WEBTOON's fair value estimate decreases from $19.38 to $18.31
Discount rate used in analyst models rises from 7.89% to 8.26%
Bullish analysts cite Disney partnership as growth driver, bearish cite near-term uncertainty

WEBTOON Entertainment's Valuation Drops as Analysts Debate Growth Outlook

As of November 16th, 2025, WEBTOON Entertainment has seen its fair value estimate decrease from $19.38 to $18.31, while the discount rate used in analyst models has ticked up slightly from 7.89% to 8.26%. These revisions reflect a more conservative outlook on the company's near-term prospects.

However, long-term optimism remains tied to WEBTOON's strategic partnership growth. Citi analyst John Yu significantly increased his price target on WEBTOON from $12 to $30, citing the company's enhanced partnership with Disney as a key driver for potential future growth. Similarly, Deutsche Bank raised its price target from $18 to $25 and maintained a Buy rating, expressing confidence in WEBTOON's execution and ongoing partnership strategies.