ROUND ONE Corporation (JP:4680)
:4680
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ROUND ONE
(4680)
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Rating:61Neutral
Price Target:
¥853.00
▼(-14.65% Downside)
Action:Reiterated
Date:05/15/26
The score is driven by solid fundamentals (revenue growth, recovered profitability, and positive cash generation) tempered by elevated leverage and weakening free cash flow. Technicals are a major drag, with the stock trading below key moving averages and negative momentum indicators. Valuation is supportive with a moderate P/E and a modest dividend yield.
Positive Factors
Revenue & profit recovery
Sustained revenue expansion and normalized profitability (operating ~16%, net ~9% in 2026) indicate the core location-based business regained scale and pricing power. Durable revenue and margin recovery supports reinvestment in stores and long-term cash generation even amid cyclical demand.
Negative Factors
Elevated leverage
Debt-to-equity of ~2.3x raises refinancing and interest-rate sensitivity for a discretionary-leisure operator. High leverage limits flexibility for expansions, increases fixed costs, and magnifies downside in demand slowdowns, making capital structure a medium-term risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue & profit recovery
Sustained revenue expansion and normalized profitability (operating ~16%, net ~9% in 2026) indicate the core location-based business regained scale and pricing power. Durable revenue and margin recovery supports reinvestment in stores and long-term cash generation even amid cyclical demand.
Read all positive factors
ROUND ONE (4680) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥248.33B
Dividend Yield1.51%
Average Volume (3M)2.72M
Price to Earnings (P/E)12.9
Beta (1Y)0.98
Revenue GrowthN/A
EPS GrowthN/A
CountryJP
Employees2,108
SectorConsumer Cyclical
Sector Strength84
IndustryLeisure
Share Statistics
EPS (TTM)N/A
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)N/A
Revenue Forecast (FY)N/A
ROUND ONE Business Overview & Revenue Model
Company Description
Round One Corporation operates indoor complex leisure facilities. It operates bowling, amusement, karaoke, and sports leisure facilities. The company was founded in 1980 and is headquartered in Osaka, Japan....
How the Company Makes Money
ROUND ONE makes money primarily through revenue generated at its entertainment venues. Key revenue streams include: (1) amusement/arcade income from customers paying to play coin-operated and prize-based games (including crane/prize games) and oth...
ROUND ONE Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
57
Neutral
Cash Flow
68
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 180.15B | 189.55B | 177.06B | 159.18B | 142.05B | 96.42B |
| Gross Profit | 37.89B | 39.75B | 34.74B | 30.60B | 21.36B | 2.02B |
| EBITDA | 68.29B | 72.79B | 71.84B | 65.60B | 36.74B | 14.72B |
| Net Income | 15.44B | 16.62B | 15.40B | 14.66B | 9.74B | 3.94B |
Balance Sheet | ||||||
| Total Assets | 255.23B | 309.89B | 293.95B | 272.83B | 183.24B | 160.53B |
| Cash, Cash Equivalents and Short-Term Investments | 51.71B | 54.95B | 51.15B | 36.46B | 29.11B | 46.32B |
| Total Debt | 157.72B | 187.99B | 157.22B | 141.25B | 99.41B | 74.61B |
| Total Liabilities | 186.99B | 227.25B | 227.06B | 207.17B | 122.06B | 105.92B |
| Stockholders Equity | 68.25B | 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 Technical Analysis
Neutral
999.40
Price Trends
881.61
Positive
977.95
Negative
1113.42
Negative
Market Momentum
-9.79
Negative
52.22
Neutral
71.46
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4680, the sentiment is Neutral. The current price of 999.4 is above the 20-day moving average (MA) of 869.45, above the 50-day MA of 881.61, and below the 200-day MA of 1113.42, indicating a neutral trend. The MACD of -9.79 indicates Negative momentum. The RSI at 52.22 is Neutral, neither overbought nor oversold. The STOCH value of 71.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:4680.
ROUND ONE Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥2.38T | 17.78 | 15.67% | 1.94% | 8.60% | 10.04% | |
71 Outperform | ¥180.24B | 11.00 | ― | 3.40% | 6.49% | -11.12% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | ¥248.33B | 12.92 | ― | 1.51% | ― | ― | |
60 Neutral | ¥3.51T | 49.78 | 12.54% | 0.48% | 3.70% | -1.69% | |
53 Neutral | ¥91.67B | 32.53 | ― | ― | 52.78% | -7.69% | |
51 Neutral | ¥49.79B | 17.63 | ― | ― | 6.93% | ― |
* Consumer Cyclical Sector Average
JP:4680
ROUND ONE
895.00
-180.15
-16.76%
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ROUND ONE Corporate Events
Round One Shifts to IFRS to Align With Global Reporting Standards
May 13, 2026
Round One Corporation has announced that it has voluntarily adopted International Financial Reporting Standards in place of Japanese GAAP for its consolidated financial statements beginning with the fiscal year ended March 31, 2025. The company ai...
Round One posts 11% April sales growth across Japan outlets
May 13, 2026
Round One Corporation reported solid growth in April 2026 domestic sales, with total revenue from existing stores in Japan rising 11.0% year-on-year to ¥8,868 million. All core segments posted gains, led by karaoke up 16.0%, amusement up 12.0...
Round One Subsidiary Confidentially Files for U.S. IPO
May 7, 2026
Round One Corporation has disclosed that its U.S.-focused subsidiary, Round One Entertainment Inc., has confidentially filed a draft registration statement with the U.S. Securities and Exchange Commission for a proposed initial public offering of ...
Round One Posts Solid March Sales Growth Across Japan Entertainment Centers
Apr 9, 2026
Round One reported continued sales growth across its Japanese operations in March 2026, with total sales at existing stores up 3.7% year on year and cumulative sales for the fiscal year rising 6.6%. Management noted that, after adjusting for calen...
Round One’s Japan Sales Edge Higher in February, Fiscal-Year Growth Remains Solid
Mar 5, 2026
Round One reported February 2026 total sales in Japan of ¥8.2 billion, up 0.4% year on year at existing stores, with bowling and karaoke posting solid gains while amusement and Spo-cha saw modest declines. Cumulatively for the fiscal year to ...
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.