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Drecom Co., Ltd. (JP:3793)
:3793
Japanese Market
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Drecom Co., Ltd. (3793) Price & Analysis

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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
Recurring Live-ops MonetizationThe company's core live-operations, microtransaction-driven model produces recurring revenues tied to ongoing player engagement. Over the medium term this supports predictable cash inflows for content updates and marketing, enabling reinvestment into successful titles and sustaining revenue durability versus one-time sales.
Improved Cash Generation (2026)Operating and free cash flow turning strongly positive in 2026 restores internal funding capacity for development and live-ops support. Stronger cash conversion reduces reliance on external financing, increases strategic flexibility for content investment, and lowers refinancing risk during cyclical game revenue swings.
De-risked Balance Sheet / Lower LeverageA materially lower debt-to-equity ratio signals balance-sheet de-risking and greater resilience to revenue volatility. Reduced leverage lowers interest burden and gives management capacity to fund content cadence, absorb temporary downturns, or pursue strategic investments without immediate financing pressure.
Bears Say
Volatile And Thin ProfitabilityEarnings have swung sharply (large loss in 2025 to a small profit in 2026) and current net margins are near ~1%. Such thin, volatile profitability provides little buffer versus rising content or marketing costs, making long-term ROE improvement contingent on sustainable margin recovery.
Compressed Gross MarginsA multi-percentage-point decline in gross margin indicates weaker product mix or higher content and platform costs. Persistently lower gross margins reduce operating leverage, force larger top-line growth to hit profit targets, and constrain free cash flow available for reinvestment or deleveraging.
Earnings And Cash Flow LumpinessHistorical swings into negative free cash flow and earnings volatility point to lumpiness from working capital or investment cycles. Persistent lumpiness complicates multi-period planning, may force external funding in downturns, and raises execution risk for sustaining content roadmaps.

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 ¥588.00 in the past 12 months.
    What is Drecom Co., Ltd.’s market cap?
    Drecom Co., Ltd.’s market cap is ¥11.70B.
      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 42 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

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