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Drecom Co., Ltd. (3793) Stock Price & Analysis
3793 Stock Chart & Stats
- Day’s Range
- JPY 445.00 - JPY 478.00
- 52-Week Range
- JPY 372.00 - JPY 579.00
- Previous Close
- JPY 487.00
- Volume
- 1.67M
- Average Volume (3M)
- 92.52K
- Market Cap
- JPY 13.16B
- Enterprise Value
- JPY 12.38B
- Total Cash (Recent Filing)
- JPY 5.45B
- Total Debt (Recent Filing)
- JPY 2.69B
- Price to Earnings (P/E)
- 4.2
- Beta
- 0.90
- Next Earnings
- Feb 04, 2027 (Est.)
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- Mar 31, 2027
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Reacceleration
Revenue growth of about 17% in 2026 demonstrates a meaningful reacceleration after a softer 2024. For a digital entertainment business, renewed top-line expansion can support content investment, user engagement, and operating scale over the next several quarters.
Cash Flow Recovery
The return to strong positive operating and free cash flow improves Drecom’s ability to fund ongoing game operations, content investment, and other needs internally. Better cash conversion also provides greater flexibility to manage volatility without relying as heavily on external financing.
Lower Leverage
Meaningfully lower debt-to-equity indicates balance-sheet de-risking and gives Drecom more financial flexibility than in the prior two years. Reduced leverage can lessen financing pressure and leave greater capacity to sustain operations or pursue growth while earnings recover.
Bears Say
Thin Profitability
Although Drecom returned to profit in 2026, a net margin of roughly 1% leaves limited protection against operating setbacks or cost increases. The sharp swing from a large loss in 2025 also shows that earnings power remains fragile rather than consistently established.
Gross Margin Compression
The sustained decline in gross margin points to a less favorable earnings structure than Drecom achieved in earlier years. At about 31%, less revenue converts into gross profit, which can constrain reinvestment and make future profitability more dependent on controlling operating costs.
Lumpy Cash Generation
The historical swings in free cash flow indicate that cash generation is not yet consistently predictable across periods. Even with the 2026 recovery, uneven working-capital or investment cycles can complicate planning and reduce confidence in internally funded growth.
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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.
- Sector
- Communicationservices
- Industry
- Electronic Gaming & Multimedia
- CEO
- Yuki Naito
- Employees
- 275
- Website
- www.drecom.co.jp
- Address
- ThinkPark Tower, Tokyo, TY, 141-6019, JP
Drecom Co., Ltd. (3793) Earnings & Revenues
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 2 | 13 |
| Technical Analysis | 6 | 2 | 2 |
| Moving Averages | 1 | 0 | 11 |