kakaopay Corp. (377300) Fair Value & Analysis
Technology · KR · Market cap 5.5T KRW (≈ $3.9B) · ISIN KR7377300009
What is kakaopay Corp. really worth?
A solid business, but trading 223% above our fair value of 14,643 KRW.
Strengths
Risks
Fair value as of: Sep 2, 2026
From 24 valuation models · updated 2 days ago
Share price +10.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (16,044 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.
How to read this chart
58‑month range 21,700 KRW – 238,500 KRW · fair‑value band 8,996 KRW – 16,044 KRW · the 47,300 KRW price screens above the 14,643 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.
Analysis
kakaopay Corp. (377300) currently trades at 47,300 KRW, while our model-based Fair Value estimate is 14,643 KRW, implying the stock looks roughly 223.0% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of 31,593 KRW per share, and 0 of the 24 models we run sit above the 47,300 KRW price. Bear case: the Earnings-Based group reads lowest at 9,068 KRW, and 24 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, kakaopay Corp. generated revenue of 1.0T KRW at a net margin of 5.8%. Revenue grew 41.7% year over year. It earns a return on equity of 3.9%. Fundamentals as of Sep 2, 2026
Our scenario range runs from 8,996 KRW (bear case) to 16,044 KRW (bull case); at 47,300 KRW, 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. The share trades about 59% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −32% fair-value upside, at −69%, 377300 screens richer 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.
All 24 models by family
Widest divergence: DCF Models (31,593 KRW) versus Earnings-Based (9,068 KRW). Highest evidence: FCF DCF (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 12
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
Kakao Pay Corp. operates a mobile payment system in South Korea. It operates in two segments, Non-financial Services and Financial Services. Its products include, money transfer, payment, membership, PFM, bill payment, investment, loan, insurance, and other recommended products. It serves the internet and smart devices users.
Full company description
Kakao Pay Corp. operates a mobile payment system in South Korea. It operates in two segments, Non-financial Services and Financial Services. Its products include, money transfer, payment, membership, PFM, bill payment, investment, loan, insurance, and other recommended products. It serves the internet and smart devices users. The company was founded in 2017 and is based in Seongnam-si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
kakaopay Corp. reported revenue of 958B KRW in FY2025 versus 459B KRW in FY2021, a compound +20.2%/yr. Reported net income was 45.2B KRW in FY2025.
377300 screens 223% overvalued. Compare with Microsoft Corporation →
Peer Group
Software - Infrastructure · 369 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 Software - Infrastructure median · lower = cheaper
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.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Microsoft Corporation MSFT | $480.35 | $365.74 | −24% |
| Oracle Corporation ORCL | $151.94 | $117.84 | −22% |
| Fortinet, Inc FTNT | $166.00 | $61.46 | −63% |
| Synopsys, Inc SNPS | $442.61 | $101.19 | −77% |
| Block, Inc XYZ | A$111.01 | A$70.69 | −36% |
| CoreWeave, Inc CRWV | $105.26 | $71.79 | −32% |
| NetApp, Inc NTAP | $190.64 | $154.83 | −19% |
| Adyen N.V ADYEN | €1,007 | €707.53 | −30% |
| MongoDB, Inc MDB | $440.58 | $93.91 | −79% |
| Okta, Inc OKTA | $166.23 | $30.50 | −82% |
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