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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
Improved Cash GenerationThe company reported materially improved operating and free cash flow in 2026 after prior negative or weak years. Strong cash conversion increases funding for live‑ops and content, lowers reliance on external funding, and provides durable flexibility to invest in recurring revenue drivers.
Revenue Re-accelerationTop-line growth re-accelerated in 2026, showing the business can regain momentum. For a live‑service game operator, renewed revenue growth supports scale benefits, steadier monetization from microtransactions and event cadence, and underpins sustainable investment in content.
Balance-Sheet De-riskingLeverage has meaningfully declined over two years, reducing solvency and refinancing risk. A healthier debt/equity ratio preserves strategic optionality for content spending or M&A and lowers interest burden, strengthening long‑term resilience if positive cash flows persist.
Bears Say
Thin, Volatile ProfitabilityEarnings have swung from a large loss in 2025 to a small profit in 2026 and net margins are currently around ~1%. Such volatility and low margins constrain retained earnings, make reinvestment plans harder, and leave operating leverage fragile over the medium term.
Gross Margin CompressionA multi-year drop in gross margin suggests a structural mix shift or higher content/fulfillment costs. Lower gross profitability reduces operating margin headroom, weakens cash flow per revenue dollar, and pressures the company's ability to sustainably fund live‑ops and marketing.
Historic Cash/Earnings LumpinessPrior negative FCF and swings across years point to lumpiness from working capital or investment cycles. That unpredictability hampers long‑term planning for game roadmaps, increases reliance on short‑term financing in weak years, and raises execution risk.

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 ¥574.00 in the past 12 months.
    What is Drecom Co., Ltd.’s market cap?
    Drecom Co., Ltd.’s market cap is ¥11.35B.
      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 21 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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