32   2    9    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
NDBNK금융지주  79.5 11,280( 0.45)
12,300 / 7,320
-2.34
9.04
-6.55
-35.11
-0.7 6.52
54.1
17.75 24269 26494 24852 22849 26118 7.6% 14.3% -678 0 3115 11.8 2943 11.8 2415 10.6 1280 4.9 흑전 -47% 36,331억
NDDB금융투자 83 5,850( 1.21)
6,280 / 3,745
5.22
7.35
7.93
-35.98
9.96 10.59
56.21
5.03 2960 3654 3172 2742 3639 22.9% 32.7% -122 0 257 7 240 7.6 25 0.9 76 2.1 흑전 204% 2,483억
NDDB손해보험  54.9 102,100( 3.87)
124,000 / 75,400
1.49
21.45
3.34
-26.15
8.85 -1.92
35.41
-8.68 45964 53315 54708 47236 62949 37% 33.3% 3913 8.5 7592 14.2 7868 14.4 6290 13.3 2583 4.1 -34% -58.9% 72,286억
NDDGB금융지주  85.4 9,610( 2.56)
9,980 / 7,440
3.33
3.85
5.37
-22.58
8.1 14.27
29.17
18.2 18476 20535 19437 17754 22783 23.3% 28.3% -453 0 1585 7.7 335 1.7 1136 6.4 -345 0 적자 적전 16,254억
NDJB금융지주  75.4 18,050( 1.06)
20,500 / 10,540
-1.58
13.57
-7.44
-41.61
-0.93 9.33
71.25
6.8 11134 11402 11737 11455 11602 4.2% 1.3% 1263 11.3 2280 20 2588 22 2610 22.8 1583 13.6 25.3% -39.3% 35,212억
NDKB금융  56 79,700( 0.38)
103,900 / 48,900
-6.12
30.36
-10.25
-38.64
-10.05 -8.29
62.99
-14.76 183846 233155 199180 154916 264520 43.9% 70.8% 3042 1.7 23554 10.1 23023 11.6 23576 15.2 10300 3.9 238.6% -56.3% 321,598억
NDLS증권 18.4 3,930( 1.03)
5,840 / 3,500
0.13
48.6
-0.25
-10.94
-1.63 -2.72
12.29
-10.58 2811 3789 4033 4338 4375 55.6% 0.9% 31 1.1 205 5.4 161 4 -22 0 -125 0 적전 적자 2,180억
NDNH투자증권  96.1 14,740( 1.59)
14,900 / 10,800
1.38
1.09
3.51
-26.73
5.97 6.27
36.48
6.58 27656 28944 19977 23660 1354 4.9 2769 9.6 2688 13.5 1882 8 48,272억
NDSK증권 12 478(0)
669 / 452
1.06
39.96
2.36
-5.44
-1.04 -0.83
5.75
-4.78 2446 3018 2599 2088 3307 35.2% 58.4% -239 0 -139 0 -612 0 -13 0 -325 0 적자 적자 2,258억
ND교보증권 95.4 5,980(0)
6,040 / 4,745
0.5
1
11.78
-20.65
10.13 4.18
26.03
5.1 10822 11332 4400 5351 67 0.6 401 3.5 350 8 805 15 6,814억
ND기업은행  85.8 15,350( 0.2)
16,010 / 11,350
0.59
4.3
1.32
-26.06
4.35 6.15
35.24
6.01 66539 85764 53481 54646 6995 10.5 10297 12 8276 15.5 11261 20.6 122,404억
ND다올투자증권 23.2 2,710( -0.55)
3,915 / 2,345
-0.18
44.46
-4.41
-13.47
-7.51 -6.87
15.57
-8.29 3846 3650 2997 2814 4966 29.1% 76.5% 46 1.2 65 1.8 -389 0 24 0.9 -455 0 적전 적전 1,650억
ND대신증권 69.9 16,830( 0.9)
18,100 / 13,880
1.02
7.55
1.63
-17.53
4.15 3
21.25
-0.88 9736 10760 9406 9891 10818 11.1% 9.4% -299 0 730 6.8 362 3.8 36 0.4 -412 0 적자 적전 8,545억
ND동양생명  7.4 4,625( 1.76)
9,440 / 4,240
1.43
104.11
-0.54
-8.32
-2.32 0.87
9.08
-15.76 7655 9613 8979 5489 10913 42.6% 98.8% 795 10.4 997 10.4 1134 12.6 1167 21.3 382 3.5 -51.9% -67.3% 7,462억
ND롯데손해보험 2 1,781( 0.91)
4,090 / 1,734
-1.17
129.65
-6.95
-2.64
-12.7 -11.39
2.71
-22.06 6634 7803 8156 7089 514 7.7 511 6.5 328 4 239 3.4 5,527억
ND메리츠금융지주 98.5 117,700( 3.16)
118,400 / 71,000
6.9
0.59
5.66
-39.68
5.28 17.23
65.77
11.14 152138 125638 112228 109069 118811 -21.9% 8.9% 5580 3.7 7708 6.1 10056 9 9015 8.3 5109 4.3 -8.4% -43.3% 224,477억
ND미래에셋생명 10.6 4,530( 5.1)
6,430 / 4,305
2.95
41.94
-8.67
-4.97
-14.85 -13.71
5.23
-13.71 14812 15491 10938 6532 -334 0 544 3.5 221 2 69 1.1 8,018억
ND미래에셋증권  71 8,460( 1.08)
9,300 / 6,400
3.93
9.93
3.17
-24.35
4.19 0.12
32.19
-4.94 49435 62758 47247 54489 58185 17.7% 6.8% -904 0 2705 4.3 2733 5.8 3708 6.8 2443 4.2 흑전 -34.1% 50,363억
ND부국증권 59.1 26,800( -0.56)
30,500 / 21,450
-0.92
13.81
-1.83
-19.96
-2.01 1.52
24.94
-6.46 2006 1676 1861 2033 2220 10.7% 9.2% 96 4.8 197 11.8 99 5.3 84 4.1 -16 0 적전 적전 2,779억
ND삼성생명  71.8 96,600( 7.33)
111,000 / 60,000
7.57
14.91
5.46
-37.89
6.04 -1.93
61
-5.11 76049 93190 79119 81412 6018 7.9 7463 8 9055 11.4 7962 9.8 193,200억
ND삼성증권  84.3 48,250( 3.21)
50,700 / 35,100
3.65
5.08
5.58
-27.25
10.92 1.05
37.46
2.12 29166 37226 30712 27677 -23 0 3316 8.9 3392 11 3241 11.7 43,087억
ND삼성카드  75.9 42,450( 1.07)
46,000 / 31,250
1.92
8.36
0
-26.38
4.69 5.2
35.84
4.43 9333 11060 10897 8833 13042 39.7% 47.7% 2388 25.6 2412 21.8 2486 22.8 2238 25.3 1718 13.2 -28.1% -23.2% 49,182억
ND삼성화재  78.9 392,000( 9.34)
435,000 / 231,000
7.1
10.97
4.95
-41.07
7.25 6.23
69.7
12.32 51103 55068 55343 59709 62793 22.9% 5.2% 2034 4 8971 16.3 7823 14.1 7175 12 2528 4 24.3% -64.8% 185,709억
ND상상인증권 2.7 413( -1.2)
850 / 401
-4.4
105.81
-2.59
-2.91
-3.73 -3.73
2.99
-12.68 603 864 699 1059 -27 0 -47 0 -200 0 -110 0 447억
ND신영증권 81.5 80,900( 3.19)
86,000 / 58,500
2.02
6.3
7.44
-27.69
6.87 7.87
38.29
-1.46 6322 7525 8619 5629 349 5.5 436 5.8 597 6.9 373 6.6 13,299억
32   2    9    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
ND신한지주  43 48,350( -0.21)
64,600 / 36,100
-2.13
33.61
-3.69
-25.34
-2.22 -1.02
33.93
-13.35 115924 96841 101345 100129 9045 7.8 20682 21.4 18525 18.3 18699 18.7 246,291억
ND우리금융지주  94.9 17,050( -0.81)
17,300 / 12,380
4.54
1.47
9.44
-27.39
10 10.07
37.72
3.71 87473 128388 108765 74405 155440 77.7% 108.9% 1333 1.5 11507 9 12532 11.5 11760 15.8 6741 4.3 405.7% -42.7% 126,611억
ND유안타증권 40.3 2,680( 0.94)
3,140 / 2,370
0.19
17.16
0.94
-11.57
0.75 -2.55
13.08
-8.53 6362 7456 5953 6723 6995 9.9% 4% 376 5.9 419 5.6 119 2 182 2.7 226 3.2 -39.9% 24.2% 5,349억
ND유진투자증권 4.6 2,495( 0.81)
6,460 / 2,305
4.39
158.92
8.01
-7.62
1.84 -3.29
8.24
-39.81 4711 4099 3610 3811 5004 6.2% 31.3% 44 0.9 176 4.3 261 7.2 65 1.7 79 1.6 79.5% 21.5% 2,416억
ND인카금융서비스 65.8 5,590( 2.76)
6,750 / 3,360
-7.91
20.75
-0.89
-39.89
-5.25 -0.53
66.37
8.54 1643 1860 2104 2351 2007 22.2% -14.6% 168 10.2 184 9.9 210 10 284 12.1 184 9.2 9.5% -35.2% 2,872억
ND제주은행 13.4 8,110( 1)
16,900 / 6,750
2.01
108.38
1.63
-16.77
0.37 0.5
20.15
-1.58 979 957 924 996 944 -3.6% -5.2% -94 0 53 5.5 19 2.1 32 3.2 10 1.1 흑전 -68.8% 2,605억
ND카카오뱅크  38.9 23,550( 0.43)
31,500 / 18,490
1.73
33.76
11.35
-21.49
14.04 4.2
27.37
4.9 6636 7179 7341 7463 7473 12.6% 0.1% 1027 15.5 1484 20.7 1698 23.1 1737 23.3 1149 15.4 11.9% -33.9% 112,316억
ND코리안리 85.8 8,160( 0.49)
8,550 / 5,796
0
4.78
-0.61
-28.97
-1.09 2
40.79
-6.64 17590 15983 18240 15082 19678 11.9% 30.5% -8 0 760 4.8 1274 7 1171 7.8 886 4.5 흑전 -24.3% 13,493억
ND키움증권  50.4 119,000( 1.28)
146,400 / 91,200
2.06
23.03
-3.88
-23.36
-2.22 -3.25
30.48
-12.56 21454 26433 22805 27148 36416 69.7% 34.1% -2771 0 3377 12.8 3123 13.7 2680 9.9 1802 4.9 흑전 -32.8% 30,376억
ND하나금융지주  70.2 60,800( 0.33)
69,300 / 40,800
0.16
13.98
2.53
-32.89
6.11 4.11
49.02
-6.32 142635 224384 197131 109773 285014 99.8% 159.6% 6490 4.6 15631 7 13590 6.9 13314 12.1 6016 2.1 -7.3% -54.8% 177,752억
ND한국금융지주  97.1 80,100( 2.56)
80,900 / 53,400
2.69
1
3.09
-33.33
5.81 7.66
50
2.56 32428 66818 57555 63035 44878 38.4% -28.8% 286 0.9 3816 5.7 2995 5.2 3635 5.8 1549 3.5 441.6% -57.4% 44,636억
ND한양증권 29.7 11,990( 0.5)
19,410 / 8,850
1.61
61.88
1.44
-26.19
2.22 -5.37
35.48
-4.23 2278 1928 2056 2128 92 4 196 10.2 164 8 107 5 1,526억
ND한화생명  16.5 2,650( -1.85)
3,815 / 2,420
6.64
43.96
7.72
-8.68
5.16 6.64
9.5
-8.46 54070 65278 60147 47222 73198 35.4% 55% -234 0 4009 6.1 3796 6.3 1282 2.7 1882 2.6 흑전 46.8% 23,016억
ND한화손해보험  7.6 3,985( -1.48)
6,230 / 3,800
0.25
56.34
0
-4.64
-4.21 -3.74
4.87
-20.14 14509 16098 16394 14221 17778 22.5% 25% 131 0.9 1558 9.7 1480 9 1206 8.5 115 0.6 -12.2% -90.5% 4,652억
ND한화투자증권 33.3 3,690( 1.79)
5,330 / 2,870
10.98
44.44
8.37
-22.22
-2.51 -0.27
28.57
1.1 4092 6662 4842 4610 -214 0 259 3.9 -216 0 55 1.2 7,916억
ND현대차증권 0 6,120( -0.33)
8,763 / 6,120
-3.32
43.19
-5.41 -6.56 -19.37
0
-32.38 4478 4739 4355 2521 2 131 2.8 194 4.5 146 5.8 1,940억
ND현대해상  5.7 24,400( 2.95)
36,750 / 23,650
2.95
50.61
1.46
-3.07
-3.94 -7.92
3.17
-19.74 38186 43420 42861 38200 47188 23.6% 23.5% -1179 0 5582 12.9 4652 10.9 2956 7.7 -750 0 적자 적전 21,813억
ND흥국화재 10.3 3,235( -0.46)
6,600 / 2,850
-5.13
104.02
1.57
-11.9
-4.71 -0.61
13.51
-4.57 8682 8391 8539 6556 1727 19.9 688 8.2 681 8 1418 21.6 2,078억