PlayD Co (237820) Fair Value & Analysis
Communication Services · KR · Market cap 35.9B KRW
Fair value as of: Jul 22, 2026
From 23 valuation models · updated 19 days ago
Share price −13.6% over the past month.
A solid business, screening 149% undervalued on our models.
What matters now
- The price is below even our cautious bear case (4,807 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.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.
How to read this chart
60‑month range 2,290 KRW – 11,220 KRW · fair‑value band 4,807 KRW – 7,925 KRW · the 2,575 KRW price screens below the 6,410 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.
Analysis
PlayD Co (237820) currently trades at 2,575 KRW, while our model-based Fair Value estimate is 6,410 KRW, implying the stock looks roughly 148.9% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Communication Services 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: high), always confirm before acting.
Over the trailing twelve months, PlayD Co generated revenue of 36.8B KRW at a net margin of 12.0%. Revenue declined 1.3% year over year. It earns a return on equity of 5.2%. Fundamentals as of Jul 22, 2026
Our scenario range runs from 4,807 KRW (bear case) to 7,925 KRW (bull case); at 2,575 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 54% below its 52-week high, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -1% fair-value upside, at 149%, 237820 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.
All 23 models by family
Widest divergence: DCF Models (6,379 KRW) versus Asset-Based (4,750 KRW). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 62 · Market factors (momentum, volatility) 21
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
PlayD Co., Ltd. provides marketing solutions in South Korea. The company offers services for campaign strategy, media strategy, and creative contents. It also provides techHUB, which offers integrated marketing management, improving advertising operation efficiency, data visualization, marketing activity analysis, market trend analysis, and AI automation.
Full company description
PlayD Co., Ltd. provides marketing solutions in South Korea. The company offers services for campaign strategy, media strategy, and creative contents. It also provides techHUB, which offers integrated marketing management, improving advertising operation efficiency, data visualization, marketing activity analysis, market trend analysis, and AI automation. The company is based in Seongnam-si, South Korea. As of April 3, 2025, PlayD Co., Ltd. operates as a subsidiary of Soop Co., Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
PlayD Co reported revenue of 40.2B KRW in FY2025 versus 34.7B KRW in FY2021, a compound +3.8%/yr. Reported net income was 5.9B KRW in FY2025, compounding +18.6%/yr from FY2021.
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Peer Group
Advertising Agencies · 199 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.
Valuation Multiples vs Advertising Agencies median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| AppLovin Corporation APP | $506.98 | $181.37 | -64% |
| Publicis Groupe S.A PUB | €87.16 | €146.36 | +68% |
| Omnicom Group OMC | $80.75 | $99.84 | +24% |
| Focus Media Information Technology Co 002027 | ¥5.00 | ¥4.08 | -18% |
| The Trade Desk, Inc TTD | $19.37 | $20.76 | +7% |
| BlueFocus Intelligent Communications Group 300058 | ¥13.81 | ¥1.50 | -89% |
| JCDecaux SE DEC | €21.28 | €20.99 | -1% |
| WPP plc WPP | $18.13 | $18.56 | +2% |
| Easy Click Worldwide Network Technology Co 301171 | ¥28.85 | ¥5.62 | -81% |
| Magnite, Inc MGNI | $19.91 | $17.17 | -14% |
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Frequently asked questions
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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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