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Mobirix Co. Ltd. (348030) Fair Value & Analysis

Communication Services · KR · Market cap 29.2B KRW

MC Mobirix Co. Ltd. 348030 · KQ
Price3,135 KRW
Fair Value4,254 KRW
Upside+35.7%
Quality58/100
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Strengths

Trades 36% below our fair value of 4,254 KRW
Low debt · generates free cash flow

Risks

!Weak Growth
!Loss-making · -28.4% net margin
!Trails peers (3/9)
!Narrow moat 16/100
Weak Growth
Loss-making · -28.4% net margin
Low debt · generates free cash flow
Trails peers (3/9)
Narrow moat 16/100
Evidence: Low Range 3,875 KRW – 4,634 KRW Share as image

Fair value as of: Aug 17, 2026

From 7 valuation models · updated 6 days ago

Share price +3.1% over the past month.

A solid business, screening 36% undervalued on our models.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price is below even our cautious bear case (3,875 KRW). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid quality (58/100) 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)

26,700 KRW 2,175 KRW Fair Value 4,254 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 17, 2026.

How to read this chart

60‑month range 2,175 KRW – 26,700 KRW · fair‑value band 3,875 KRW – 4,634 KRW · the 3,135 KRW price screens below the 4,254 KRW fair value. Dashed = 300-day average. As of Aug 17, 2026.

Full chart & analysis →

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Analysis

Mobirix Co. Ltd. (348030) currently trades at 3,135 KRW, while our model-based Fair Value estimate is 4,254 KRW, implying the stock looks roughly 35.7% undervalued today. The Quality Score stands at 58/100 (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: low), always confirm before acting.

Over the trailing twelve months, Mobirix Co. Ltd. generated revenue of 43.0B KRW at a net margin of -28.4%. Revenue declined 23.8% year over year. It earns a return on equity of -20.7%. Fundamentals as of Aug 17, 2026

Our scenario range runs from 3,875 KRW (bear case) to 4,634 KRW (bull case); at 3,135 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 33% below its 52-week high and 49% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -25% fair-value upside, at 36%, 348030 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 4,031 KRW 4,408 KRW 4,956 KRW 80
Rev-Margin DCF 3,881 KRW 4,304 KRW 4,772 KRW 74
NCAV (Graham) 2,534 KRW 3,396 KRW 5,069 KRW 50
All 7 models by family
DCF Models
FCF DCF 3,995 KRW 4,391 KRW 4,995 KRW 38
5Y Revenue Exit 3,881 KRW 4,289 KRW 4,810 KRW 39
10Y Revenue Exit 3,891 KRW 4,258 KRW 4,691 KRW 36
Multiples
EV/Revenue 3,875 KRW 4,254 KRW 4,634 KRW 43
Asset-Based
NCAV (Graham) 2,534 KRW 3,396 KRW 5,069 KRW 50
Growth DCF
Growth DCF 4,031 KRW 4,408 KRW 4,956 KRW 80
Rev-Margin DCF 3,881 KRW 4,304 KRW 4,772 KRW 74

Widest divergence: Growth DCF (4,304 KRW) versus Asset-Based (3,396 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 43.0B KRW
Revenue growth (YoY) -23.8%
Net margin -28.4%
Return on equity -20.7%
Free cash flow 935M KRW FY2025
Operating margin -8.4%
More key figures
EPS growth (YoY) -9.8%

Figures from reported company fundamentals · as of Aug 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 60 · Market factors (momentum, volatility) 43

Profitability 31
Margins and returns on capital today
Quality Growth 18
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 24
Distance to the 52-week high (market factor)
Net Issuance 82
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

MOBIRIX Corporation develops, publishes, and supplies mobile games worldwide. The company was founded in 2004 and is headquartered in Seoul, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Mobirix Co. Ltd. reported revenue of 39.7B KRW in FY2025 versus 56.7B KRW in FY2021, a compound −8.5%/yr. Reported net income was −11.4B KRW in FY2025.

Growth Quality 18/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
39.7B KRW
Latest YoY
−29.1%
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.
−17.6%
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.
−1.9%
Avg. growth/yr (8Y) 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.
+12.7%
Revenue −8.5%/yr
FY21 56.7B KRW
FY22 70.9B KRW
FY23 90.8B KRW
FY24 56.0B KRW
FY25 39.7B KRW
Net income
FY21 9.9B KRW
FY22 5.7B KRW
FY23 −4.9B KRW
FY24 −11.9B KRW
FY25 −11.4B KRW

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Cite: Fair Value Calculator (2026). "Mobirix Co. Ltd. Fair Value". https://www.fairvalue-calculator.com/stock/348030

Peer Group

Electronic Gaming & Multimedia · 155 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 58 · Above median
Fair Value upside +36% · Above median
Return on assets -12% · Bottom 25%
Net margin (TTM) -28% · Bottom 25%
Operating margin (TTM) -8% · Bottom 25%
Revenue growth -24% · Bottom 25%
Debt / equity 0.08× · Higher than median

Valuation Multiples vs Electronic Gaming & Multimedia 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE81 · sector 31
FUTURE0 · sector 7
PAST0 · sector 9
HEALTH96 · sector 99
DIVIDEND0 · sector 56

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

Similar stocks

10 more Electronic Gaming & Multimedia stocks, each showing price versus our Fair Value estimate (as of Aug 17, 2026).

Stock Price Fair Value vs Fair Value
NetEase, Inc 9999 HK$192.50 HK$262.75 +36%
Electronic Arts Inc EA $209.70 $76.57 -63%
Take-Two Interactive Software, Inc TTWO $240.15 $60.20 -75%
Roblox Corporation RBLX $37.67 $21.20 -44%
Zhejiang Century Huatong Group 002602 ¥13.90 ¥14.68 +6%
KRAFTON, Inc 259960 234,500 KRW 356,218 KRW +52%
Giant Network Group 002558 ¥28.57 ¥15.50 -46%
International Games System Co 3293 762.00 TWD 568.16 TWD -25%
37 Interactive Entertainment Network Technology Group 002555 ¥19.21 ¥22.29 +16%
Kingnet Network Co 002517 ¥17.36 ¥12.86 -26%

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Frequently asked questions

Is Mobirix Co. Ltd. (348030) overvalued or undervalued?
As of Aug 17, 2026, our model estimates a fair value of 4,254 KRW versus a price of 3,135 KRW, about +36% (undervalued).
What is the fair value of 348030?
Our model-based fair value for Mobirix Co. Ltd. is 4,254 KRW (as of Aug 17, 2026), built from audited fundamentals. The current price: 3,135 KRW.
What is the quality score of 348030?
Mobirix Co. Ltd. has a Quality Score of 58/100. 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 Mobirix Co. Ltd. (348030)?
Mobirix Co. Ltd. reported trailing-twelve-month revenue of about 43.0B KRW (latest available figure, as of Aug 17, 2026).
What is the net profit margin of 348030?
The net profit margin of Mobirix Co. Ltd. is about -28.4%, 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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