Added to YB: 2026-02-18
Pitch date: 2026-02-14
GRVY [bullish]
Gravity Co., Ltd.
-1.73%
current return
Author Info
No bio for this author
Company Info
Gravity Co., Ltd. develops and publishes online and mobile games worldwide. It offers massively multiplayer online role-playing games, including Ragnarok Online, Dragonica, Ragnarok Online II, and Ragnarok Landverse.
Market Cap
$664.7B
Pitch Price
$66.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.71
P/E
8.49
EV/Sales
0.10
Sector
Entertainment
Category
special_situation
Gravity (GRVY) – Secretly OP
GRVY: Korean mobile game dev, 80%+ rev from Ragnarok IP (license til 2063). $400M cash, $70M EV = 1.3x 2025 op profit (~$53M). ~10% earnings yield. Main catalyst: activist campaign at 59% owner GungHo may force cash return via dividends/buybacks. Risks: continued cash hoarding, IP relevance fade, minority squeeze-out.
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