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Fragbite Group (FRAG) Fair Value & Analysis

Communication Services · SE · Market cap 40.4M SEK

FG Fragbite Group FRAG · ST
Pricekr 5.98
Fair Valuekr 16.05
Upside+168.4%
Quality39/100
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Expensive Growth
Solidly profitable · 16.5% net margin
Low debt · negative free cash flow
Ranks above peers (7/11)
Moderate moat 48/100
Evidence: Medium Range kr 12.03 – kr 20.06 Share as image

Fair value as of: Aug 13, 2026

From 11 valuation models · updated today

Share price +20.3% over the past month.

Below-average quality, screening 168% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (39/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (kr 12.03). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

kr 617.38 kr 3.98 Fair Value kr 16.05 Jul 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 kr 3.98 – kr 617.38 · fair‑value band kr 12.03 – kr 20.06 · the kr 5.98 price screens below the kr 16.05 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

Fragbite Group (FRAG) currently trades at kr 5.98, while our model-based Fair Value estimate is kr 16.05, implying the stock looks roughly 168.4% undervalued today. The Quality Score stands at 39/100 (below-average 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: medium), always confirm before acting.

Over the trailing twelve months, Fragbite Group generated revenue of 112M SEK at a net margin of 16.5%. It earns a return on equity of 28.8%. The balance sheet holds a net cash position of 38.1M SEK. The stock trades on a trailing P/E of 2.4. Fundamentals as of Aug 13, 2026

Our scenario range runs from kr 12.03 (bear case) to kr 20.06 (bull case); at kr 5.98, 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 70% below its 52-week high and 68% 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 168%, FRAG 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-Adj P/E kr 30.70 kr 43.85 kr 57.01 68
P/E Multiple kr 15.57 kr 20.77 kr 25.96 63
Residual Income kr 6.78 kr 7.41 kr 9.18 61
All 11 models by family
DCF Models
Owner Earnings kr 88.93 kr 170.14 kr 311.87 31
Earnings-Based
Graham-Dodd kr 6.42 kr 44.76 kr 62.82 54
Lynch FV kr 23.13 kr 33.04 kr 42.95 50
PEG = 1.0 kr 23.13 kr 33.04 kr 42.95 46
Multiples
P/E Multiple kr 15.57 kr 20.77 kr 25.96 63
P/S Multiple kr 12.03 kr 16.05 kr 20.06 58
P/B Multiple kr 12.03 kr 16.05 kr 20.06 55
EV/EBITDA kr 5.77 kr 6.12 kr 6.47 54
Asset-Based
NCAV (Graham) kr 4.14 kr 5.54 kr 8.28 50
Economic Profit
Residual Income kr 6.78 kr 7.41 kr 9.18 61
Growth Earnings
Growth-Adj P/E kr 30.70 kr 43.85 kr 57.01 68

Widest divergence: DCF Models (kr 170.14) versus Asset-Based (kr 5.54). Highest evidence: Growth-Adj P/E (68).

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Key figures & financial health

Revenue (TTM) 112M SEK
Revenue growth (YoY) -91.7%
Net margin 16.5%
Return on equity 28.8%
Free cash flow −41.0M SEK FY2025
P/E ratio 2.4
More key figures
Operating margin -156%
EPS (TTM) kr 2.49
Net cash 38.1M SEK FY2025

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

Quality Score breakdown

Overall quality 39/100

Of which business quality 40 · Market factors (momentum, volatility) 23

Profitability 47
Margins and returns on capital today
Quality Growth 44
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 43
Calm price path (market factor)
Momentum 20
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 0
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

Fragbite Group AB (publ) develops and publishes games, game engines, game products, and esports content in Sweden. The company develops Ips; and operates tournament concepts and an editorial business. It also offers marketing services in esports and gaming, as well as operates an advertising network.

Full company description

Fragbite Group AB (publ) develops and publishes games, game engines, game products, and esports content in Sweden. The company develops Ips; and operates tournament concepts and an editorial business. It also offers marketing services in esports and gaming, as well as operates an advertising network. The company was formerly known as FunRock AB and changed its name to Fragbite Group AB (publ) in June 2021. Fragbite Group AB (publ) was founded in 2002 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Fragbite Group reported revenue of kr 144M in FY2025 versus kr 124M in FY2021, a compound +3.8%/yr. Reported net income was kr 7.6M in FY2025.

Growth Quality 56/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
144M SEK
Latest YoY
−32.5%
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.
−17.3%
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.
+99.1%
Avg. growth/yr (6Y) 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.
+120.8%
Revenue +3.8%/yr
FY21 kr 124M
FY22 kr 254M
FY23 kr 237M
FY24 kr 213M
FY25 kr 144M
Net income
FY21 −kr 50.4M
FY22 −kr 103M
FY23 −kr 53.1M
FY24 −kr 129M
FY25 kr 7.6M

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Cite: Fair Value Calculator (2026). "Fragbite Group Fair Value". https://www.fairvalue-calculator.com/stock/FRAG

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 39 · Bottom 25%
Fair Value upside +168% · Top 25%
Return on equity (TTM) 29% · Top 25%
Return on assets -40% · Bottom 25%
Net margin (TTM) 17% · Above median
Operating margin (TTM) -156% · Bottom 25%
Revenue growth -92% · Bottom 25%

Valuation Multiples vs Electronic Gaming & Multimedia median · lower = cheaper

P/E (TTM) 2.4× · Cheaper than 75% of peers
P/B 0.60× · Cheaper than median
P/S (TTM) 0.36× · Cheaper than median

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 16
FUTURE 0 · sector 7
PAST 100 · sector 9
HEALTH 100 · sector 99
DIVIDEND 0 · sector 42

Insider activity: 45/100

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 Electronic Gaming & Multimedia stocks, each showing price versus our Fair Value estimate (as of Aug 13, 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 $243.00 $60.20 -75%
Roblox Corporation RBLX $36.22 $21.20 -41%
Zhejiang Century Huatong Group 002602 ¥14.29 ¥14.68 +3%
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 Fragbite Group (FRAG) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of kr 16.05 versus a price of kr 5.98, about +168% (undervalued).
What is the fair value of FRAG?
Our model-based fair value for Fragbite Group is kr 16.05 (as of Aug 13, 2026), built from audited fundamentals. The current price is kr 5.98.
What is the quality score of FRAG?
Fragbite Group has a Quality Score of 39/100. 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 Fragbite Group (FRAG)?
Fragbite Group reported trailing-twelve-month revenue of about 112M SEK (latest available figure, as of Aug 13, 2026).
What is the net profit margin of FRAG?
The net profit margin of Fragbite Group is about 16.5%, meaning it keeps roughly 16.5% of revenue as net income. 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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