Funko: Still Cheap Despite +100% Share Price Increase
Funko Inc. (FNKO) is rated BUY, trading at a 5.4x forward EV/EBITDA despite a 114% 1-year share price gain. FNKO's 2Q26 earnings showed strong EBITDA growth, margin expansion, and improved leverage, with positive operating cash flow and debt reduction. Management raised 2026 EBITDA guidance to $105M, nearly 3x year-over-year, driven by tariff benefits and operational improvements.
Funko Q2 Earnings Call Highlights
Funko NASDAQ: FNKO reported higher second-quarter sales, improved profitability and a raised adjusted EBITDA outlook as the collectible-products company said its “Make Culture POP!” strategy is gaining traction across regions, product categories and fan communities.
Funko, Inc. (FNKO) Q2 2026 Earnings Call Transcript
Funko, Inc. (FNKO) Q2 2026 Earnings Call Transcript
Funko Expands ‘KPop Demon Hunters' Pops! Line With Demon Saja Boys And SDCC Experience
The KPop Demon Hunters Funko Pops! line will soon expand to include the demon versions of the Saja Boys as the company plans to launch its Pop!
Funko Is Making An ‘Obsession' Pop! Figure Of Nikki
Collectibles company Funko is producing a freaky Pop! figure of Inde Navarrette's spellbinding character, Nikki, from Curry Barker's horror movie blockbuster Obsession.
‘Heated Rivalry' Funko Pops! Revealed And Go On Pre-Sale
Exclusive: Heated Rivalry Funko Pops! figures of Connor Storrie's Ilya Rozanov and Hudson Williams' Shane Hollander are on the way from the pop culture collectibles company.
Funko's Surge Shows Management's Not Playing Around
Funko has rebounded strongly, with shares up 52% since March and profitability metrics improving, justifying a continued ‘strong buy' rating. Core Collectible revenue surged, driven by renewed demand for Pop! Products and successful launches like KPop Demon Hunters and Pop! Yourself. Management guides for flat to 3% revenue growth in 2026 but expects EBITDA to rise from $26.6M to $70–80M, supporting a compelling valuation.
Funko, Inc. (FNKO) Q1 2026 Earnings Call Transcript
Funko, Inc. (FNKO) Q1 2026 Earnings Call Transcript
Funko: The Storm Has Passed
Funko remains a 'strong buy' despite a 21.6% post-earnings selloff and recent underperformance versus the S&P 500. Management forecasts flat to 3% revenue growth in 2026, with core collectibles expected to grow high single digits and EBITDA projected at $70–80 million. Net debt has fallen to $183.2 million, inventories are down, and near-term 'going concern' risk has been alleviated through credit agreement extension.
Head to Head Contrast: Funko (NASDAQ:FNKO) & Creative Global Technology (NASDAQ:CGTL)
Creative Global Technology (NASDAQ: CGTL - Get Free Report) and Funko (NASDAQ: FNKO - Get Free Report) are both small-cap consumer discretionary companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, dividends and valuation. Profitability This table compares Creative Global
Funko, Inc. (FNKO) Q4 2025 Earnings Call Transcript
Funko, Inc. (FNKO) Q4 2025 Earnings Call Transcript
Toymaker Funko pushed by investor Pleasant Lake to explore strategic options
Pleasant Lake Partners disclosed a roughly 10% stake in toymaker Funko and said the company should consider strategic alternatives, including the possibility of a sale, according to a regulatory filing from Thursday.
