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PLAYWITH Inc (023770) Fair Value & Analysis

Technology · KR · Market cap 20.7B KRW

PI PLAYWITH Inc 023770 · KQ
Price2,395 KRW
Fair Value7,119 KRW
Upside+197.2%
Quality64/100
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Weak Growth
Loss-making · -66.2% net margin
Low debt · generates free cash flow
Trails peers (3/8)
Narrow moat 10/100
Evidence: Medium Range 5,171 KRW – 9,067 KRW Share as image

Fair value as of: Aug 13, 2026

From 13 valuation models · updated today

Share price −2.4% over the past month.

A solid business, screening 197% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (5,171 KRW). The market is more pessimistic than our downside scenario.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

17,550 KRW 2,290 KRW Fair Value 7,119 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 2,290 KRW – 17,550 KRW · fair‑value band 5,171 KRW – 9,067 KRW · the 2,395 KRW price screens below the 7,119 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

PLAYWITH Inc (023770) currently trades at 2,395 KRW, while our model-based Fair Value estimate is 7,119 KRW, implying the stock looks roughly 197.2% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, PLAYWITH Inc generated revenue of 13.3B KRW at a net margin of -66.2%. Revenue declined 12.3% year over year. Net debt stands at 6.0B KRW. Fundamentals as of Aug 13, 2026

Our scenario range runs from 5,171 KRW (bear case) to 9,067 KRW (bull case); at 2,395 KRW, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 65% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at 8% fair-value upside, at 197%, 023770 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 5,987 KRW 10,418 KRW 18,302 KRW 80
Rev-Margin DCF 4,873 KRW 7,969 KRW 12,184 KRW 74
Gordon GGM 2,680 KRW 5,572 KRW 8,839 KRW 70
All 13 models by family
DCF Models
FCF DCF 6,094 KRW 10,942 KRW 20,526 KRW 38
Owner Earnings 5,552 KRW 10,080 KRW 18,496 KRW 31
5Y Revenue Exit 4,873 KRW 8,064 KRW 12,496 KRW 39
5Y EBITDA Exit 6,256 KRW 11,059 KRW 17,310 KRW 41
10Y Revenue Exit 5,105 KRW 8,356 KRW 13,588 KRW 36
10Y EBITDA Exit 6,168 KRW 10,614 KRW 17,816 KRW 37
Dividend Discount
Gordon GGM 2,680 KRW 5,572 KRW 8,839 KRW 70
DDM Multi-Stage 2,680 KRW 4,698 KRW 5,848 KRW 61
Multiples
EV/EBITDA 6,673 KRW 8,621 KRW 10,569 KRW 54
EV/Revenue 4,304 KRW 5,793 KRW 7,282 KRW 43
Asset-Based
NCAV (Graham) 1,002 KRW 1,342 KRW 2,003 KRW 50
Growth DCF
Growth DCF 5,987 KRW 10,418 KRW 18,302 KRW 80
Rev-Margin DCF 4,873 KRW 7,969 KRW 12,184 KRW 74

Widest divergence: DCF Models (10,080 KRW) versus Asset-Based (1,342 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 13.3B KRW
Revenue growth (YoY) -12.3%
Net margin -66.2%
Return on equity -4,221%
Free cash flow 3.4B KRW FY2025
Operating margin -30.5%
More key figures
Net debt 6.0B KRW FY2019

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 66 · Market factors (momentum, volatility) 18

Profitability 37
Margins and returns on capital today
Quality Growth 73
Are margins and returns improving?
Cashflow 58
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 26
Calm price path (market factor)
Momentum 20
Price trend over the last 3–12 months (market factor)
52W Momentum 4
Distance to the 52-week high (market factor)
Net Issuance 62
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

PLAYWITH Inc. develops, manufactures, and supplies game software in South Korea and internationally. The company develops and publishes online, mobile, and PC games. It is also involved in the marketing and licensing, and game development support businesses. PLAYWITH Inc. was founded in 1984 and is headquartered in Seongnam, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PLAYWITH Inc reported revenue of 34.7B KRW in FY2025 versus 13.3B KRW in FY2021, a compound +27.1%/yr. Reported net income was −2.0B KRW in FY2025.

Growth Quality 21/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
34.7B KRW
Latest YoY
+7.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+33.7%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−4.2%
Avg. growth/yr (19Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.5%
Revenue +27.1%/yr
FY21 13.3B KRW
FY22 14.5B KRW
FY23 28.6B KRW
FY24 32.3B KRW
FY25 34.7B KRW
Net income
FY21 1.8B KRW
FY22 −879M KRW
FY23 −6.0B KRW
FY24 −6.9B KRW
FY25 −2.0B KRW

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Cite: Fair Value Calculator (2026). "PLAYWITH Inc Fair Value". https://www.fairvalue-calculator.com/stock/023770

Peer Group

Software & IT Services · 34 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 64 · Top 25%
Fair Value upside +197% · Top 25%
Return on assets -3% · Bottom 25%
Net margin (TTM) -66% · Bottom 25%
Operating margin (TTM) -30% · Bottom 25%
Revenue growth -12% · Below median
Debt / equity 0.06× · Higher than median

Valuation Multiples vs Software & IT Services median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 56
FUTURE 0 · sector 2
PAST 0 · sector 100
HEALTH 97 · sector 99
DIVIDEND 0 · sector 25

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Software & IT Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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Webzen Inc 069080 11,830 KRW 12,748 KRW +8%
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Wemade Max Co 101730 4,560 KRW 1,014 KRW -78%
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DAEA TI Co 045390 2,635 KRW 4,940 KRW +87%
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Frequently asked questions

Is PLAYWITH Inc (023770) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 7,119 KRW versus a price of 2,395 KRW, about +197% (undervalued).
What is the fair value of 023770?
Our model-based fair value for PLAYWITH Inc is 7,119 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price is 2,395 KRW.
What is the quality score of 023770?
PLAYWITH Inc has a Quality Score of 64/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of PLAYWITH Inc (023770)?
PLAYWITH Inc reported trailing-twelve-month revenue of about 13.3B KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 023770?
The net profit margin of PLAYWITH Inc is about -66.2%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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