i-Scream Media아이스크림미디어

i-Scream Media posts strong trailing profits and trades at a low multiple, but the share price is down over the past month.

The company runs an education platform used by most Korean elementary school teachers, with trailing twelve-month revenue of ₩210B and operating income of ₩71B as of H1 2026. Revenue grew 28.7% in 2025 and the shares trade near ₩17,170, about 14% below the 52-week high of ₩20,050. The data shows a P/E of 3.2 and a dividend yield of 9.1%, but it does not explain why the market values the company so low.

What stands out

• Trailing operating margin is 33.8% and net margin is 34.2%, up from 30.3% and 2024 levels in the annual figures.
• Net income for 2025 was ₩49B versus ₩31B in 2024, and trailing net income is about ₩72B, so the 2026 figures run ahead of 2025.
• The DCF fair value model gives a base of ₩125,148, with a bear case of ₩91,035 and a bull case of ₩179,515; these are model outputs, not forecasts.
• Net cash is positive on the data given: cash of ₩64B against borrowings of ₩11B, with free cash flow of ₩61B.
• Recent filings include a cash dividend decision, a buyback trust contract and a half-year report, but the news list is empty so no press coverage is available in the data.

What to watch

• The half-year report for June 2026 is already filed; the next scheduled results and full-year guidance are not in the data.
• Insider shareholding reports and 5%+ holding reports were filed repeatedly in recent months, which may be worth checking in the underlying filings.
• Foreign ownership rose from 6.0% to 7.1% over 60 days, while retail investors were net sellers over the last 20 days; the data does not explain the drivers.