Mobirix Co. Ltd. (348030) fair value: what the stock is really worth
As of Oct 6, 2026: fair value of Mobirix Co. Ltd. KRW 5,030, price KRW 3,085, upside +63.0%, quality 57 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
MOBIRIX Corporation develops, publishes, and supplies mobile games worldwide. The company was founded in 2004 and is headquartered in Seoul, South Korea.
Stock analysis
Mobirix Co. Ltd. (348030) currently trades at 3,085 KRW, while our model-based Fair Value estimate is 5,030 KRW, implying the stock looks roughly 38.7% undervalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of 5,012 KRW per share, and 7 of the 7 models we run sit above the 3,085 KRW price.
Bear case: the Asset-Based group reads lowest at 3,948 KRW, and 0 of the 7 models stay below the price. Evidence for this calculation is low.
Scenario range: 4,586 KRW (bear) to 5,642 KRW (bull), the price of 3,085 KRW sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 57/100 (solid quality), in the Communication Services sector.
Weak Growth: Revenue is shrinking: the last year, the last three and the last five years are all negative.
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.
Key figures
Market cap 29.6B KRW (≈ $22.1M) · P/S ratio 0.50 · Net margin −28.6% · Return on equity −20.7% · Return on assets (EBIT) −3.7% · Operating margin −8.4% · Revenue (TTM) 43.0B KRW · Revenue growth (YoY) −23.8%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (medium confidence).
What moves the price
The share trades about 23% below its 52-week high and 42% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Communication Services peers we cover trades at 44% fair-value upside, at 63%, 348030 screens cheaper than that median.
Fair Value models
Bear 4,586 KRWFair Value 5,030 KRWBull 5,642 KRW
Price 3,085 KRW · Upside +63.0%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single 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. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.18/100
Revenue is shrinking: the last year, the last three and the last five years are all negative.
Revenue growth 1 year
−29.1%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
−17.6%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
−1.9%
Start year 2020 (pandemic)
Revenue growth 8 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+12.7%
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Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
23.5% (2020) → −22.4% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−12.4%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (South Korea: IMF forecast 2.1% a year to 2030, 2.1% from 2016 to 2025) that is about −14.2% a year for the price.
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Electronic Gaming & Multimedia · 141 stocks
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Is Mobirix Co. Ltd. (348030) overvalued or undervalued?
As of Oct 3, 2026, our model estimates a fair value of 5,030 KRW versus a price of 3,085 KRW, about +63% upside (undervalued).
What is the fair value of 348030?
Our model-based fair value for Mobirix Co. Ltd. is 5,030 KRW (as of Oct 3, 2026), built from audited fundamentals. The current price: 3,085 KRW.
What is the quality score of 348030?
Mobirix Co. Ltd. has a Quality Score of 57/100. 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 price target for Mobirix Co. Ltd. (348030)?
Our model-based price target is the fair value of 5,030 KRW (as of Oct 3, 2026) from 7 valuation models. Cautious scenario 4,586 KRW, optimistic scenario 5,642 KRW. It is a calculation from audited fundamentals, not an analyst target.
What is the Mobirix Co. Ltd. stock forecast for 2026?
Our models put fair value at 5,030 KRW, about +63% upside versus a price of 3,085 KRW (undervalued). Cautious scenario 4,586 KRW, optimistic scenario 5,642 KRW. The calculation is refreshed regularly with new filings.
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 Oct 3, 2026).
What growth is priced into Mobirix Co. Ltd. (348030)?
For today's price to be fair in a discounted-cash-flow model, Mobirix Co. Ltd. would have to grow free cash flow by -12.4 % per year for five years (discount rate 8.9 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew -1.9 % per year. As of Oct 3, 2026.
What discount rate (WACC) does the fair value of 348030 use?
Our models discount Mobirix Co. Ltd. at 8.9 %: a base by market capitalisation (nano), damped by beta 0.28, country premium for South Korea. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Mobirix Co. Ltd. that is -12.4 % per year a year over ten years, using the same discount rate (8.9 %) and the same formula as our fair value.
How much growth has Mobirix Co. Ltd. (348030) delivered so far?
Over the past 5 years revenue at Mobirix Co. Ltd. grew -1.9 % a year. The price currently implies -12.4 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Mobirix Co. Ltd. (348030) growing?
The median revenue growth in the sector is +11.1 % a year. That is the yardstick for the growth priced into Mobirix Co. Ltd. (-12.4 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Mobirix Co. Ltd. (348030)?
The free-cash-flow yield on the price is 3.16 %: that much free cash flow Mobirix Co. Ltd. produces per unit of market value. When it exceeds the discount rate of our models (8.9 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Mobirix Co. Ltd. (348030)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Mobirix Co. Ltd. it is 5,030 KRW per share (as of Oct 3, 2026), against a price of 3,085 KRW. It is the blended result of 7 valuation models (cash flow, earnings, asset, dividend).
Is Mobirix Co. Ltd. stock overvalued or undervalued in 2026?
As of Oct 3, 2026, 348030 trades below its calculated fair value: price 3,085 KRW, fair value 5,030 KRW, a gap of about +63% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 348030?
No. The price is what the market pays today (3,085 KRW); the fair value is what the company's own numbers justify (5,030 KRW). For Mobirix Co. Ltd. the two are 1,945 KRW per share apart. That gap is exactly why we show both numbers side by side.
How much is Mobirix Co. Ltd. worth?
The market values Mobirix Co. Ltd. at about 29.6B KRW (market capitalisation, as of Oct 3, 2026). Per share that is 3,085 KRW; our models calculate a fair value of 5,030 KRW per share.
What do the bullish and bearish scenarios say about 348030?
Our models span a range for Mobirix Co. Ltd.: cautious scenario 4,586 KRW, base 5,030 KRW, optimistic 5,642 KRW per share (as of Oct 3, 2026, price 3,085 KRW). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Mobirix Co. Ltd. (348030)?
Balance-sheet figures for Mobirix Co. Ltd. (as of Oct 3, 2026): return on equity −20.7%, debt of 0.08 per unit of equity. They feed the Quality Score of 57/100, which measures business quality independently of the share price.
How far is 348030 from its 52-week high?
Mobirix Co. Ltd. trades at 3,085 KRW, about 23% below its 52-week high of 4,005 KRW and 42% above the low of 2,175 KRW (as of Oct 6, 2026). Distance from the high says nothing about value: that is what the fair value of 5,030 KRW is for.
Which stocks are comparable to Mobirix Co. Ltd.?
From the same area (Communication Services) we also value NetEase, Inc, Take-Two Interactive Software, Inc, Roblox Corporation, Zhejiang Century Huatong Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Mobirix Co. Ltd. stock attractive at the current price?
The data as of Oct 3, 2026: price 3,085 KRW, calculated fair value 5,030 KRW (+63%), Quality Score 57/100, from 7 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 348030 calculated?
We run Mobirix Co. Ltd. through 7 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 5,030 KRW, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.4 % above its aggregate fair value. Mobirix Co. Ltd. currently trades 39 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Mobirix Co. Ltd. (348030)?
The closing price on Oct 6, 2026 was 3,085 KRW. Our model-based fair value is 5,030 KRW, about +63% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Mobirix Co. Ltd. right now?
The price is below even our cautious bear case (4,586 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 (57/100) at a price below fair value, the discount is the argument here, not the business quality.
Key figures of Mobirix Co. Ltd.
How large is the market capitalisation of Mobirix Co. Ltd. (348030)?
The market capitalisation of Mobirix Co. Ltd. is 29.6B KRW (≈ $22.1M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Mobirix Co. Ltd. (348030)?
The price-to-sales ratio of Mobirix Co. Ltd. is 0.50 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What is the net margin of Mobirix Co. Ltd. (348030)?
The net margin of Mobirix Co. Ltd. is −28.6% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Mobirix Co. Ltd. (348030)?
The return on equity (ROE) of Mobirix Co. Ltd. is −20.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Mobirix Co. Ltd. (348030)?
On an EBIT basis the return on assets of Mobirix Co. Ltd. is −3.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Mobirix Co. Ltd. (348030)?
The operating margin of Mobirix Co. Ltd. is −8.4% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Mobirix Co. Ltd. (348030)?
Revenue at Mobirix Co. Ltd. is growing −23.8% versus a year earlier (3y avg −17.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Mobirix Co. Ltd. (348030)?
Earnings per share at Mobirix Co. Ltd. are growing −9.8% versus a year earlier. How much earnings per share grew versus a year earlier.
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