FNKOFunko, Inc.
Games, Toys & Children's Vehicles (no Dolls & Bicycles)
- Revenue
- $908M
- 13% YoY
- Operating margin
- -5.0%
- 505% YoY
- EBITDA
- $14M
- 82% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.6×
- $36M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear20% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.0B | $1.3B | $1.1B | $1.0B | $908M | 13% |
| Operating income | $95M | −$12M | −$104M | $13M | −$46M | 451% |
| Net income | $44M | −$8M | −$154M | −$15M | −$67M | 359% |
| Operating cash flow | $87M | −$40M | $31M | $124M | −$5M | 104% |
| Capex | $28M | $59M | $35M | $33M | $33M | 0.5% |
| Stock-based comp | $13M | $17M | $11M | $14M | $12M | 15% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 33 | 118 |
| FY2024 | — | — | 78 | 154 |
| FY2023 | — | — | 45 | 142 |
| FY2022 | — | — | 64 | 113 |
| FY2021 | — | — | 110 | 163 |