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NCsoft Corp (036570) Fair Value & Analysis

Communication Services · KR · Market cap 4.3T KRW (≈ $3.0B) · ISIN KR7036570000

What is NCsoft Corp really worth?

NC NCsoft Corp 036570 · KO
Price222,000 KRW
Fair Value171,808 KRW
Upside−22.6%
Quality64/100

A solid business, but trading 29% above our fair value of 171,808 KRW.

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Strengths

Highly profitable · 26.9% net margin
Low debt · generates free cash flow
Ranks above peers (6/10)

Risks

!Weak Growth (revenue 5y −9.0 %/yr)
!Moderate moat 62/100
!Evidence only medium, so the estimate is less certain
!Weak on valuation: 3 out of 100
!Weak on dividend: 10 out of 100

For context

·0.52% dividend yield
Evidence: Medium Range 153,437 KRW – 285,662 KRW

Fair value as of: Aug 13, 2026

From 23 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from 178,457 KRW to 171,808 KRW (−3.7%) since Jul 17, 2026. Share price −4.3% over the past month.

What runs behind every stock

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

What matters now

  • Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (153,437 KRW to 285,662 KRW) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

878,455 KRW 135,121 KRW Fair Value 171,808 KRW Apr 2021 Sep 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 135,121 KRW – 878,455 KRW · fair‑value band 153,437 KRW – 285,662 KRW · the 222,000 KRW price screens above the 171,808 KRW 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

NCsoft Corp (036570) currently trades at 222,000 KRW, while our model-based Fair Value estimate is 171,808 KRW, implying the stock looks roughly 29.2% overvalued today. The Quality Score stands at 64/100 (solid quality), in the Communication Services sector. Bull case: the Growth Earnings group reads highest at a median of 326,442 KRW per share, and 8 of the 23 models we run sit above the 222,000 KRW price. Bear case: the Economic Profit group reads lowest at 28,663 KRW, and 15 of the 23 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, NCsoft Corp generated revenue of 1.7T KRW at a net margin of 26.9%. Revenue grew 54.7% year over year. It earns a return on equity of 14.1%. Net debt stands at 44.4B KRW. Fundamentals as of Aug 13, 2026

Our scenario range runs from 153,437 KRW (bear case) to 285,662 KRW (bull case); at 222,000 KRW, the current price sits within 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 35% below its 52-week high and 32% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −46% fair-value upside, at −23%, 036570 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
FCF DCF best evidence 51,467 KRW 65,769 KRW 87,720 KRW 82
Growth DCF 52,276 KRW 65,446 KRW 84,696 KRW 80
Owner Earnings 216,731 KRW 316,484 KRW 469,587 KRW 76
All 23 models by family
DCF Models
FCF DCF best evidence 51,467 KRW 65,769 KRW 87,720 KRW 82
Owner Earnings 216,731 KRW 316,484 KRW 469,587 KRW 76
5Y Revenue Exit 37,973 KRW 42,680 KRW 48,235 KRW 74
5Y EBITDA Exit 63,162 KRW 88,292 KRW 116,904 KRW 76
5Y P/E Exit 203,180 KRW 341,835 KRW 483,975 KRW 70
10Y Revenue Exit 42,302 KRW 47,582 KRW 53,811 KRW 68
10Y EBITDA Exit 58,748 KRW 79,424 KRW 105,856 KRW 69
10Y P/E Exit 148,884 KRW 256,424 KRW 384,065 KRW 63
Earnings-Based
Graham-Dodd 121,059 KRW 316,113 KRW 412,379 KRW 65
PEG = 1.0 60,191 KRW 85,987 KRW 111,783 KRW 57
EPV 27,935 KRW 28,663 KRW 29,311 KRW 74
Multiples
P/E Multiple 293,745 KRW 391,660 KRW 489,575 KRW 63
P/S Multiple 203,138 KRW 270,850 KRW 338,563 KRW 58
P/B Multiple 226,985 KRW 302,646 KRW 378,308 KRW 55
EV/EBIT 33,714 KRW 37,017 KRW 40,320 KRW 66
EV/EBITDA 75,416 KRW 92,619 KRW 109,823 KRW 67
EV/Revenue 31,320 KRW 34,540 KRW 37,760 KRW 54
Asset-Based
NCAV (Graham) 86,399 KRW 115,774 KRW 172,798 KRW 54
Growth DCF
Growth DCF 52,276 KRW 65,446 KRW 84,696 KRW 80
Rev-Margin DCF 37,973 KRW 43,113 KRW 48,937 KRW 74
Economic Profit
Residual Income 155,542 KRW 176,196 KRW 311,971 KRW 74
ROIC Compounder 27,935 KRW 28,663 KRW 29,311 KRW 72
Growth Earnings
Growth-Adj P/E 228,510 KRW 326,442 KRW 424,375 KRW 67

Widest divergence: Growth Earnings (326,442 KRW) versus Economic Profit (28,663 KRW). Highest evidence: FCF DCF (82).

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Key figures & financial health

P/S ratio 3.22 TTM
Dividend yield 0.5%
Net margin 23.0% FY2025
Return on equity 14.1% TTM
Return on assets (EBIT) 4.3% avg 5y
Operating margin 20.3% TTM
More key figures
Growth
Revenue (TTM) 1.7T KRW TTM
Revenue growth (YoY) +54.7% 3y avg −16.3%
EPS growth (YoY) +294%
Balance sheet & cash flow
Free cash flow 46.9B KRW FY2025
Net debt 44.4B KRW FY2023 · ≈ 0.9 yrs of FCF

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

Quality Score breakdown

Overall quality 64/100

Of which business quality 60 · Market factors (momentum, volatility) 35

Profitability 55
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 18
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 39
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 34
Distance to the 52-week high (market factor)
Net Issuance 99
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

NC Corporation, together with its subsidiaries, develops and publishes online games in Korea, Japan, Taiwan, the United States of America, Europe, and Canada. It also engages in software development, call center management, professional baseball team, creation of 3D resources, and mutual fund activities.

Full company description

NC Corporation, together with its subsidiaries, develops and publishes online games in Korea, Japan, Taiwan, the United States of America, Europe, and Canada. It also engages in software development, call center management, professional baseball team, creation of 3D resources, and mutual fund activities. The company was formerly known as NCSOFT Corporation and change its name to NC Corporation in April 2026. NC Corporation was incorporated in 1997 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

NCsoft Corp reported revenue of 1.5T KRW in FY2025 versus 2.3T KRW in FY2021, a compound −10.1%/yr. Reported net income was 347B KRW in FY2025, compounding −3.3%/yr from FY2021.

Growth Quality 36/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.5T KRW
Latest YoY
−4.5%
Avg. revenue 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.
−16.3%
Avg. revenue 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.
−9.0%
Avg. revenue growth/yr (23Y) 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.
+10.4%
Value creation/yr (5Y, in KRW) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in KRW: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
−1.1% (−1.6 + 0.5)
Revenue −10.1%/yr
FY21 2.3T KRW
FY22 2.6T KRW
FY23 1.8T KRW
FY24 1.6T KRW
FY25 1.5T KRW
Net income −3.3%/yr
FY21 397B KRW
FY22 436B KRW
FY23 212B KRW
FY24 94.2B KRW
FY25 347B KRW

036570 screens 29% overvalued. Compare with Konami Group →

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Cite: Fair Value Calculator (2026). "NCsoft Corp Fair Value". https://www.fairvalue-calculator.com/stock/036570

Peer Group

Electronic Gaming & Multimedia · 150 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 64 · Above median
Fair Value upside −23% · Below median
Return on equity (TTM) 14% · Above median
Return on assets 2% · Below median
Net margin (TTM) 27% · Top 25%
Operating margin (TTM) 20% · Above median
Revenue growth 55% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.01× · Higher than median

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

P/FCF 0.1× · Cheaper than 75% of peers

Strength profile in five axes (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
VALUE3 · sector 16
FUTURE100 · sector 6
PAST56 · sector 18
HEALTH99 · sector 100
DIVIDEND10 · sector 55

Insider activity: 40/100

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

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
Konami Group KNM £221.05 £71.97 −67%
NetEase, Inc 9999 HK$188.80 HK$263.39 +40%
Electronic Arts Inc EA $209.70 $76.57 −63%
Take-Two Interactive Software, Inc TTWO $233.00 $60.20 −74%
Roblox Corporation RBLX $41.29 $21.20 −49%
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%
CD Projekt S.A CDR 234.40 PLN 64.48 PLN −72%

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Frequently asked questions

Is NCsoft Corp (036570) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 171,808 KRW versus a price of 222,000 KRW, about −23% upside (overvalued).
What is the fair value of 036570?
Our model-based fair value for NCsoft Corp is 171,808 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price: 222,000 KRW.
What is the quality score of 036570?
NCsoft Corp has a Quality Score of 64/100. 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 NCsoft Corp (036570)?
NCsoft Corp reported trailing-twelve-month revenue of about 1.7T KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 036570?
The net profit margin of NCsoft Corp is about 26.9%, meaning it keeps roughly 26.9% of revenue as net income. Based on the latest reported figures.
Does NCsoft Corp pay a dividend?
NCsoft Corp currently shows a dividend yield of about 0.52% relative to its recent price (as of Aug 13, 2026).
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