tiprankstipranks
Drecom Co., Ltd. (JP:3793)
:3793
Japanese Market
Want to see JP:3793 full AI Analyst Report?

Drecom Co., Ltd. (3793) Price & Analysis

0 Followers

3793 Stock Chart & Stats

¥400.00
¥44.00(5.49%)
At close: 4:00 PM EST
¥400.00
¥44.00(5.49%)

Bulls Say, Bears Say

Bulls Say
Revenue RecoveryA ~17% YoY revenue rebound in 2026 shows the company can re-accelerate top-line growth after a soft period. Durable revenue recovery implies resilient product demand and effective live-operations, supporting multi-month visibility if the firm sustains content cadence and player retention.
Improved Cash GenerationOperating and free cash flow turning strongly positive in 2026 materially improves funding flexibility versus prior negative years. Reliable FCF underpins reinvestment in game development and live-ops, reduces refinancing risk, and supports steady capital allocation over the medium term.
Deleveraging / Balance Sheet StrengthDebt-to-equity falling to ~0.62 signals balance-sheet de-risking and greater headroom to absorb cyclical swings. Lower leverage increases resilience to episodic earnings volatility, enabling continued investment in hit-driven content while preserving optionality for strategic partnerships or acquisitions.
Bears Say
Thin, Volatile ProfitabilityThe swing from a large loss to only a small profit with net margins near 1% highlights fragile profitability. Such volatility weakens internal funding for content and marketing, raises execution risk, and means sustained margin improvement is required before earnings can reliably support growth or shareholder returns.
Compressed Gross MarginsA multi-year drop in gross margin to ~31% suggests adverse product mix or higher content and operating costs. Structural margin pressure reduces operating leverage from revenue growth, meaning higher top-line gains are needed to produce meaningful profit and cash-flow expansion over time.
Modest Returns On EquityROE around 4% after a sharp negative prior year indicates low capital efficiency and sensitivity to earnings swings. Modest ROE limits the company's ability to generate attractive shareholder returns or fund aggressive reinvestment unless profitability stabilizes and scales sustainably.

3793 FAQ

What was Drecom Co., Ltd.’s price range in the past 12 months?
Drecom Co., Ltd. lowest stock price was ¥372.00 and its highest was ¥581.00 in the past 12 months.
    What is Drecom Co., Ltd.’s market cap?
    Drecom Co., Ltd.’s market cap is ¥11.24B.
      When is Drecom Co., Ltd.’s upcoming earnings report date?
      Drecom Co., Ltd.’s upcoming earnings report date is Jul 23, 2026 which is in 35 days.
        How were Drecom Co., Ltd.’s earnings last quarter?
        Drecom Co., Ltd. released its earnings results on May 12, 2026. The company reported ¥67.82 earnings per share for the quarter, beating the consensus estimate of N/A by ¥67.82.
          Is Drecom Co., Ltd. overvalued?
          According to Wall Street analysts Drecom Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Drecom Co., Ltd. pay dividends?
            Drecom Co., Ltd. pays a Annually dividend of ¥4.961 which represents an annual dividend yield of N/A. See more information on Drecom Co., Ltd. dividends here
              What is Drecom Co., Ltd.’s EPS estimate?
              Drecom Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Drecom Co., Ltd. have?
              Drecom Co., Ltd. has 29,446,213 shares outstanding.
                What happened to Drecom Co., Ltd.’s price movement after its last earnings report?
                Drecom Co., Ltd. reported an EPS of ¥67.82 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 1.951%.
                  Which hedge fund is a major shareholder of Drecom Co., Ltd.?
                  Currently, no hedge funds are holding shares in JP:3793
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Drecom Co., Ltd.

                    Drecom Co.,Ltd. is a Japanese company, based in Tokyo, that specializes in the ideation and development of content for smartphones. Its operations encompass both the gaming and media sectors. The firm commenced its business activities in 2001.

                    Drecom Co., Ltd. (3793) Earnings & Revenues

                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    KLab Inc.
                    gumi, Inc.
                    Aiming, Inc.
                    Akatsuki, Inc.
                    coly Inc.
                    Popular Stocks