Thumbage Co (208640) Fair Value & Analysis
Communication Services · KR · Market cap 1.7B KRW
Fair value as of: Jul 7, 2026
From 1 valuation models · updated today
Fair value updated Jul 7, 2026 — revised from 2,785 KRW to 144.40 KRW (−94.8%) since Jun 24, 2026. Share price +420.5% over the past month.
Price vs Fair Value (12 months)
12‑month range 121.00 KRW – 911.00 KRW · fair‑value band 95.30 KRW – 180.50 KRW · the 812.00 KRW price screens above the 144.40 KRW fair value. As of Jul 7, 2026.
✦ Which stocks are undervalued right now? Check free Discover now →Analysis
Thumbage Co (208640) currently trades at 812.00 KRW, while our model-based Fair Value estimate is 144.40 KRW — implying the stock looks roughly 82.2% overvalued today. We read business quality at 59/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).
Trailing-twelve-month revenue stands at 5.1B KRW. Revenue declined 48.5% year over year. It earns a return on equity of -50.5%. Fundamentals as of Jul 7, 2026
Our scenario range runs from 95.30 KRW (bear case) to 180.50 KRW (bull case); at 812.00 KRW, the current price sits above that range. The share trades near its 52-week high. For context, the median of 10 Communication Services peers we cover trades at 12% fair-value upside — at -82%, 208640 screens richer than that median.
Key figures & financial health
Figures from reported company fundamentals (EODHD) · as of Jul 7, 2026. TTM = trailing twelve months.
About the company
Thumbage Co., Ltd. develops and sells online and mobile games in South Korea. Thumbage Co., Ltd. was founded in 2013 and is headquartered in Seongnam-si, South Korea.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Thumbage Co reported revenue of 6.0B KRW in FY2025 versus 36.2B KRW in FY2021, a compound −36.2%/yr. Reported net income was −9.3B KRW in FY2025.
Is 208640 fairly valued? → Check now
Similar stocks
10 more Electronic Gaming & Multimedia stocks, each showing price versus our Fair Value estimate (as of Jul 7, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Konami Group KNM | £193.85 | £0.7300 | -100% |
| NetEase, Inc NTES | $125.82 | $153.10 | +22% |
| Nintendo Co NTDOY | $11.18 | $15.81 | +41% |
| Electronic Arts Inc EA | $203.20 | $58.78 | -71% |
| Take-Two Interactive Software, Inc TTWO | $214.39 | $102.48 | -52% |
| Zhejiang Century Huatong Group 002602 | ¥13.46 | ¥27.63 | +105% |
| NEXON Co NEXOF | $14.13 | $15.90 | +12% |
| KRAFTON, Inc 259960 | 232,000 KRW | 399,190 KRW | +72% |
| Capcom Co CCOEF | $19.28 | $14.52 | -25% |
| Kunlun Tech Co 300418 | ¥44.42 | ¥35.91 | -19% |
Explore undervalued stocks
More undervalued Communication Services stocks →
Frequently asked questions
Is Thumbage Co (208640) undervalued?
What is the fair value of 208640?
What is the quality score of 208640?
What is the revenue of Thumbage Co (208640)?
What is the net profit margin of 208640?
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.
Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.