Drecom Co., Ltd. (JP:3793)
:3793
Want to see JP:3793 full AI Analyst Report?
Top Page
Drecom Co., Ltd.
(3793)
Select Model
Select Model
Rating:58Neutral
Price Target:
¥408.00
▲(2.00% Upside)
Action:Reiterated
Date:05/15/26
The score is driven primarily by improving financial performance (better cash generation and reduced leverage in 2026) but is held back by volatile and currently thin profitability. Technicals are supportive but appear overbought, while a high P/E with no dividend yield provided weighs on valuation.
Positive Factors
Revenue Recovery
A ~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.
Negative Factors
Thin, Volatile Profitability
The 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.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Recovery
A ~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.
Read all positive factors
Drecom Co., Ltd. (3793) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥11.41B
Dividend YieldN/A
Average Volume (3M)106.72K
Price to Earnings (P/E)52.9
Beta (1Y)0.84
Revenue Growth38.66%
EPS GrowthN/A
CountryJP
Employees369
SectorCommunication Services
Sector Strength97
IndustryElectronic Gaming & Multimedia
Share Statistics
EPS (TTM)-93.37
Shares Outstanding29,446,213
10 Day Avg. Volume96,340
30 Day Avg. Volume106,716
Financial Highlights & Ratios
PEG Ratio-0.44
Price to Book (P/B)2.23
Price to Sales (P/S)0.64
P/FCF Ratio5.16
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)32.8
Revenue Forecast (FY)¥19.60B
Drecom Co., Ltd. Business Overview & Revenue Model
Company Description
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....
How the Company Makes Money
Drecom primarily generates revenue from (1) in-game spending (microtransactions) and related live-operations monetization in its mobile/online games, where ongoing content updates and events drive recurring player purchases; and (2) game-related s...
Drecom Co., Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
63
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 15.00B | 17.55B | 12.66B | 9.78B | 10.80B | 10.53B |
| Gross Profit | 4.14B | 5.43B | 3.48B | 3.40B | 4.56B | 3.80B |
| EBITDA | 1.01B | 1.53B | 638.46M | 1.05B | 2.55B | 2.13B |
| Net Income | -2.68B | 213.67M | -1.04B | 104.05M | 1.16B | 807.30M |
Balance Sheet | ||||||
| Total Assets | 10.89B | 11.88B | 13.53B | 14.17B | 12.25B | 9.68B |
| Cash, Cash Equivalents and Short-Term Investments | 3.93B | 6.38B | 3.93B | 5.94B | 6.04B | 4.74B |
| Total Debt | 4.29B | 3.12B | 4.73B | 6.47B | 3.84B | 3.01B |
| Total Liabilities | 7.95B | 6.83B | 8.81B | 8.51B | 6.62B | 5.11B |
| Stockholders Equity | 2.94B | 5.04B | 4.72B | 5.66B | 5.63B | 4.57B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 2.18B | 626.38M | -475.64M | 2.64B | 1.53B |
| Operating Cash Flow | 0.00 | 2.20B | 634.08M | -473.24M | 2.67B | 1.60B |
| Investing Cash Flow | 0.00 | 1.87B | -899.38M | -2.05B | -2.02B | -1.77B |
| Financing Cash Flow | 0.00 | -1.62B | -1.74B | 2.41B | 658.83M | -387.77M |
Drecom Co., Ltd. Technical Analysis
Negative
400.00
Price Trends
417.30
Negative
412.70
Negative
432.26
Negative
Market Momentum
-8.00
Positive
36.68
Neutral
18.26
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3793, the sentiment is Negative. The current price of 400 is below the 20-day moving average (MA) of 416.95, below the 50-day MA of 417.30, and below the 200-day MA of 432.26, indicating a bearish trend. The MACD of -8.00 indicates Positive momentum. The RSI at 36.68 is Neutral, neither overbought nor oversold. The STOCH value of 18.26 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3793.
Drecom Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥42.03B | 7.24 | ― | 4.06% | 9.32% | 243.34% | |
63 Neutral | ¥8.97B | 9.99 | ― | ― | -21.20% | 141.82% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | ¥11.41B | 52.88 | ― | ― | 38.66% | ― | |
54 Neutral | ¥13.04B | 8.44 | ― | ― | 2.70% | -30.63% | |
51 Neutral | ¥10.97B | -24.06 | ― | ― | 2.67% | -203.45% | |
42 Neutral | ¥18.47B | -4.17 | ― | ― | -17.15% | -70.83% |
* Communication Services Sector Average
JP:3793
Drecom Co., Ltd.
392.00
-146.00
-27.14%
JP:3656
KLab Inc.
227.00
111.00
95.69%
JP:3903
gumi, Inc.
259.00
-547.00
-67.87%
JP:3911
Aiming, Inc.
190.00
-82.00
-30.15%
JP:3932
Akatsuki, Inc.
2,835.00
-83.50
-2.86%
JP:4175
coly Inc.
1,946.00
203.00
11.65%
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.