TNL Mediagene (TNMG) Fair Value & Analysis

Communication Services · US · Market cap $1.4M

Below-average quality, and screening another 67% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($0.2635). The favourable scenario is already priced in.
• Weak quality (16/100) and above fair value at the same time, the margin of safety is missing on both counts.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• A fairly wide model range ($0.1360 to $0.2635) leaves room in how you read the outcome.

Price vs Fair Value (20 months)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

20‑month range $0.3250 – $340.00 · fair‑value band $0.1360 – $0.2635 · the $0.5330 price screens above the $0.1785 fair value. Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

TNL Mediagene (TNMG) currently trades at $0.5330, while our model-based Fair Value estimate is $0.1785, implying the stock looks roughly 66.5% overvalued today. The Quality Score stands at 16/100 (below-average 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 $49.7M. Revenue grew 5.7% year over year. Net debt stands at $19.7M. Fundamentals as of Jul 24, 2026

Our scenario range runs from $0.1360 (bear case) to $0.2635 (bull case); at $0.5330, the current price sits above 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. For context, the median of 10 Communication Services peers we cover trades at 9% fair-value upside, at -67%, TNMG screens richer 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.

Key figures & financial health

Quality Score breakdown

About the company

TNL Mediagene operates as a media company in Taiwan and Japan. The company operates The News Lens, a news site; Business Insider Japan and Business Insider Taiwan, a news site focused on developments inside and outside Japan and Taiwan in business, finance, politics, and technology; DIGIDAY JAPAN, a publication for Japanese and international digital …

Full company description

TNL Mediagene operates as a media company in Taiwan and Japan. The company operates The News Lens, a news site; Business Insider Japan and Business Insider Taiwan, a news site focused on developments inside and outside Japan and Taiwan in business, finance, politics, and technology; DIGIDAY JAPAN, a publication for Japanese and international digital marketing news; MASHING UP, a conference and event series; Modern Retail, a site for retail marketing; Becoming Aces, a site to promote young entrepreneurs; and GLOSSY JAPAN, a site for beauty and fashion industry. It also operates Gizmodo Japan, a weblog site that publishes news, reviews, and buying guides of latest technology and consumer gadgets; Cool3c, a gadget weblog site; Tech Insider, a site publishing stories on technology and business of technology; INSIDE, an online news publication focused on internet and software startups, blockchain, technology industry trends, digital life, and future technology. In addition, the company offers iCook, a food site; Lifehacker Japan, a weblog site about lifestyle advice, and software tips and news; ROOMIE, a site offering lifestyle items and ideas; ROOMIE KITCHEN, a cooking site; Life Insider Japan and Money Insider Japan; iGood for shopping; and Sports Vision, a site that presents news and analysis on sports, athletes, sports policy, and business of sport. It also involved digital advertising, integrated marketing, marketing survey, artificial intelligence technology, data analysis, content service platform, and production of audio-visual programs. The company is based in Tokyo, Japan.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

TNL Mediagene reported revenue of $45.0M in FY2025 versus $20.0M in FY2022, a compound +31.0%/yr. Reported net income was −$44.6M in FY2025.

TNMG screens 67% overvalued. Compare with The New York Times Company →

Peer Group

Publishing · 111 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 Publishing 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.

VALUE 0: the price sits above our fair-value range.

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.

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Frequently asked questions

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.