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ROUND ONE
(4680)
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Rating:71Outperform
Price Target:
¥1,458.00
▲(10.50% Upside)
Action:Reiterated
Date:06/26/26
The score is driven primarily by solid financial performance—revenue growth and improved profitability—tempered by elevated balance-sheet leverage and weakening recent free cash flow. Technicals are a clear positive with a strong uptrend and supportive momentum, while valuation is reasonable but not especially compelling given the moderate P/E and modest dividend yield.
Positive Factors
Revenue and Profitability Growth
Sustained revenue expansion alongside restored operating and net profitability indicates stronger venue economics and customer demand. Healthy margins provide a durable earnings base, although future performance remains linked to traffic and spending at entertainment facilities.
Negative Factors
Elevated Leverage
Leverage of about 2.3x debt-to-equity increases financial sensitivity for a discretionary leisure business. Weaker venue traffic or higher refinancing costs could place greater pressure on cash flow, reduce flexibility and constrain investment in facilities.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Profitability Growth
Sustained revenue expansion alongside restored operating and net profitability indicates stronger venue economics and customer demand. Healthy margins provide a durable earnings base, although future performance remains linked to traffic and spending at entertainment facilities.
Read all positive factors
ROUND ONE (4680) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥390.95B
Dividend Yield1.36%
Average Volume (3M)2.72M
Price to Earnings (P/E)20.9
Beta (1Y)0.85
Revenue GrowthN/A
EPS GrowthN/A
CountryJP
Employees2,364
SectorConsumer Cyclical
Sector Strength84
IndustryLeisure
Share Statistics
EPS (TTM)63.13
Shares Outstanding289,161,960
10 Day Avg. Volume2,737,220
30 Day Avg. Volume2,717,036
Financial Highlights & Ratios
PEG Ratio1.25
Price to Book (P/B)2.60
Price to Sales (P/S)1.13
P/FCF Ratio7.16
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)72.79
Revenue Forecast (FY)¥216.69B
ROUND ONE Business Overview & Revenue Model
Company Description
Round One Corporation is a Japanese company that manages a variety of indoor entertainment centers. Their facilities provide a wide array of leisure activities such as bowling, arcade games, karaoke, and other sports-related recreation. Establishe...
How the Company Makes Money
ROUND ONE primarily makes money by operating entertainment venues and collecting customer spending across in-store attractions and related services. Key revenue streams generally include: (1) Amusement/arcade revenue, where customers pay to play c...
ROUND ONE Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
57
Neutral
Cash Flow
68
Positive
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 197.44B | 189.55B | 177.06B | 159.18B | 142.05B | 96.42B |
| Gross Profit | 41.70B | 39.75B | 34.74B | 30.60B | 21.36B | 2.02B |
| EBITDA | 74.11B | 73.23B | 70.45B | 65.34B | 35.68B | 21.55B |
| Net Income | 16.58B | 16.62B | 15.40B | 14.66B | 9.74B | 3.94B |
Balance Sheet | ||||||
| Total Assets | 328.32B | 309.89B | 293.95B | 272.83B | 183.24B | 160.53B |
| Cash, Cash Equivalents and Short-Term Investments | 64.18B | 54.95B | 51.15B | 36.46B | 29.11B | 46.32B |
| Total Debt | 203.24B | 187.99B | 157.22B | 141.25B | 99.41B | 74.61B |
| Total Liabilities | 242.52B | 227.25B | 227.06B | 207.17B | 122.06B | 105.92B |
| Stockholders Equity | 85.79B | 82.64B | 66.88B | 65.66B | 61.18B | 54.60B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 29.99B | 42.60B | 47.40B | 24.00B | 21.05B |
| Operating Cash Flow | 0.00 | 60.46B | 63.95B | 62.89B | 35.83B | 28.30B |
| Investing Cash Flow | 0.00 | -31.25B | -23.99B | -15.39B | -11.91B | -8.47B |
| Financing Cash Flow | 0.00 | -26.15B | -25.09B | -41.05B | -42.11B | -19.30B |
ROUND ONE Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | ¥3.64T | 23.72 | 16.78% | 1.99% | 9.12% | 16.20% | |
75 Outperform | ¥197.17B | 12.55 | ― | 3.40% | 4.38% | -13.98% | |
74 Outperform | ¥4.98T | 36.44 | 11.59% | 0.56% | 3.86% | 6.84% | |
71 Outperform | ¥390.95B | 20.90 | 22.01% | 1.46% | ― | ― | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
55 Neutral | ¥146.18B | 53.19 | ― | ― | 53.43% | 1.83% | |
45 Neutral | ¥57.13B | 15.47 | ― | 0.55% | 8.13% | ― |
* Consumer Cyclical Sector Average
JP:4680
ROUND ONE
1,319.50
-229.73
-14.83%
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ROUND ONE Corporate Events
ROUND ONE Expands with Yokosuka Opening and Shifts to IFRS Reporting
Aug 10, 2026
ROUND ONE Corporation has opened a new Saikaya Yokosuka entertainment facility in Yokosuka, Kanagawa, as of May 28, 2026, expanding its leisure footprint ahead of its FY2027.3 reporting period. The opening underscores the company’s continuin...
ROUND ONE lifts quarterly revenue and profit while keeping dividend and outlook steady
Aug 10, 2026
ROUND ONE Corporation reported consolidated revenue of ¥27.45 billion for the three months ended June 30, 2026, an 8.0% year-on-year increase, with operating profit rising 9.9% to ¥4.266 billion and EBITDA and adjusted EBITDA also improv...
Round One Reports Double-Digit Sales Growth Across Japan Entertainment Business in July
Aug 6, 2026
Round One Corporation, a leading Japanese operator of bowling alleys, amusement arcades, karaoke facilities, and Spo-cha sports entertainment centers, reported robust year-on-year sales growth in July 2026 across its domestic portfolio. The compan...
Round One Posts Double-Digit Sales Growth Across Japan Entertainment Operations in June
Jul 9, 2026
Round One reported that total domestic sales in June 2026 rose 14.8% year on year at existing stores, with all major segments, including bowling, amusement, karaoke and Spo-cha, recording growth. Amusement led the expansion with a 21.4% increase, ...
Round One Posts Double-Digit Sales Surge at Japan Entertainment Centers in May
Jun 4, 2026
Round One reported strong domestic revenue growth for May 2026, with total sales at existing stores in Japan rising 21.6% year on year, led by a 26.2% jump in amusement and double-digit gains in bowling, karaoke, and Spo-cha. The company noted tha...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.