Update shared on 12 Dec 2025
Fair value Increased 7.07%Analysts have modestly raised their fair value estimate for Studio Dragon from KRW 35,200 to approximately KRW 37,700. This reflects their view that improving profit margins more than offset slightly slower expected revenue growth and a lower future P E multiple.
What's in the News
- Studio Dragon held an Analyst and Investor Day, providing institutional investors and analysts with updates on its strategy and financial outlook (Key Developments).
Valuation Changes
- Fair value estimate increased modestly from approximately ₩35,200 to approximately ₩37,700, reflecting a slightly higher intrinsic valuation.
- Discount rate remained effectively unchanged, edging up only marginally from about 9.18 percent to about 9.18 percent.
- Revenue growth was reduced meaningfully in the model, moving from roughly 7.6 percent to about 5.2 percent, indicating more conservative top line expectations.
- Net profit margin was raised from around 7.4 percent to about 8.9 percent, signaling an improved outlook for profitability.
- Future P/E multiple was lowered from about 31.6 times to roughly 27.6 times, implying a more conservative valuation multiple on future earnings.
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