Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
194480.KQ
STRONG SELLREMOVEDevsisters corporation · Communication Services · South Korea · $110M · Avg Vol: $614K/d
Mobile game developer with highly volatile, hit-driven revenues and weak momentum (M: 15). It lacks the recurring revenue, high ROIC, and long reinvestment runway required by our quality compounder lens.
COMPANY DESCRIPTION
Devsisters Corporation is a South Korean mobile game developer and publisher, globally recognized for its highly successful Cookie Run intellectual property. The company's competitive moat is built on the strong brand equity, character licensing potential, and loyal global player base of its core franchise. It is a prominent creative gaming studio focused on expanding its signature IP into diverse genres and media.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 139.6M | 104.9M | 153.8M | 192.5M | 11.3% |
| EPS | -0.41 | -3.02 | 1.69 | 0.62 | -63.3% |
| Shares | 11.9M | 12.0M | 12.0M | 11.0M | -7.5% |
| Debt | 10.8M | 8.7M | 5.3M | 30.7M | 41.7% |
| Equity | 117.2M | 86.3M | 98.4M | 108.3M | -2.6% |
| Op CF | -8.9M | -17.0M | 29.3M | 5.4M | -81.6% |
| Inv CF | -4.0M | 4.5M | -22.5M | -22.7M | — |
| Fin CF | 6.6M | 3.7M | -5.4M | 18.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 194480.KQ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 194480.KQ | Devsisters corporation(you) | $110M | 17 | STRONG SELL |
| 217270.KQ | Neptune Company | $75M | 15 | STRONG SELL |
| 067000.KQ | JOYCITY Corporation | $66M | 7 | STRONG SELL |
| 205500.KQ | NEXUS Co., Ltd. | $81M | 1 | STRONG SELL |
| 201490.KQ | Me2on Co., Ltd. | $53M | 26 | SELL |
| 078340.KQ | Com2uS Corporation | $181M | 34 | SELL |
| 225570.KQ | Nat Games Co.,Ltd. | $411M | 5 | STRONG SELL |
| 293490.KQ | Kakao Games Corp. | $581M | 2 | STRONG SELL |
| 215000.KQ | GOLFZON Co., Ltd. | $155M | 80 | BUY |
| 181710.KS | NHN Corporation | $766M | 49 | HOLD |
Peer medians: ROE 5.9% · P/E 10.3x · Gross margin 68.6%