View Future GrowthDrecomLtd 과거 순이익 실적과거 기준 점검 1/6DrecomLtd의 수입은 연평균 -67.7%의 비율로 감소해 온 반면, Entertainment 산업은 수입이 연평균 5.9% 증가했습니다. 매출은 연평균 8.3%의 비율로 증가해 왔습니다. DrecomLtd의 자기자본이익률은 4.2%이고 순이익률은 1.2%입니다.핵심 정보-67.73%순이익 성장률-67.69%주당순이익(EPS) 성장률Entertainment 산업 성장률17.91%매출 성장률8.32%자기자본이익률4.24%순이익률1.21%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • May 19DrecomLtd's (TSE:3793) Earnings May Just Be The Starting PointUnsurprisingly, Drecom Co.,Ltd.'s ( TSE:3793 ) stock price was strong on the back of its healthy earnings report...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥7.38 (up from JP¥36.08 loss in FY 2025). Revenue: JP¥17.5b (up 39% from FY 2025). Net income: JP¥213.0m (up JP¥1.25b from FY 2025). Profit margin: 1.2% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥21.48 (vs JP¥6.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.48 (up from JP¥6.93 in 3Q 2025). Revenue: JP¥5.06b (up 21% from 3Q 2025). Net income: JP¥621.0m (up 212% from 3Q 2025). Profit margin: 12% (up from 4.8% in 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.공시 • Dec 27Drecom Co.,Ltd. to Report Q3, 2026 Results on Jan 29, 2026Drecom Co.,Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥19.53 loss per share (vs JP¥30.32 loss in 2Q 2025)Second quarter 2026 results: JP¥19.53 loss per share (improved from JP¥30.32 loss in 2Q 2025). Revenue: JP¥3.77b (up 99% from 2Q 2025). Net loss: JP¥563.0m (loss narrowed 35% from 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.공시 • Sep 01Drecom Co.,Ltd. to Report Q2, 2026 Results on Oct 29, 2025Drecom Co.,Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025모든 업데이트 보기Recent updates분석 기사 • May 19DrecomLtd's (TSE:3793) Earnings May Just Be The Starting PointUnsurprisingly, Drecom Co.,Ltd.'s ( TSE:3793 ) stock price was strong on the back of its healthy earnings report...공시 • May 14Drecom Co.,Ltd. (TSE:3793) announces an Equity Buyback for 1,524,000 shares, representing 5.27% for ¥500 million.Drecom Co.,Ltd. (TSE:3793) announces a share repurchase program. Under the program, the company will repurchase up to 1,524,000 shares, representing 5.27% of its issued share capital, for ¥500 million. The purpose of the program is promoting improved capital efficiency and strengthening investment in human resources. The shares acquired will be used for stock-based compensation aimed at securing excellent talent for future growth and improving employee engagement. The program will continue through May 12, 2027. As of May 12, 2026, the company had 28,929,817 issued shares (excluding treasury stock) and 516,395 treasury shares.Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥7.38 (up from JP¥36.08 loss in FY 2025). Revenue: JP¥17.5b (up 39% from FY 2025). Net income: JP¥213.0m (up JP¥1.25b from FY 2025). Profit margin: 1.2% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.공시 • May 12Drecom Co.,Ltd., Annual General Meeting, Jun 23, 2026Drecom Co.,Ltd., Annual General Meeting, Jun 23, 2026.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥21.48 (vs JP¥6.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.48 (up from JP¥6.93 in 3Q 2025). Revenue: JP¥5.06b (up 21% from 3Q 2025). Net income: JP¥621.0m (up 212% from 3Q 2025). Profit margin: 12% (up from 4.8% in 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.공시 • Dec 27Drecom Co.,Ltd. to Report Q3, 2026 Results on Jan 29, 2026Drecom Co.,Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥19.53 loss per share (vs JP¥30.32 loss in 2Q 2025)Second quarter 2026 results: JP¥19.53 loss per share (improved from JP¥30.32 loss in 2Q 2025). Revenue: JP¥3.77b (up 99% from 2Q 2025). Net loss: JP¥563.0m (loss narrowed 35% from 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.공시 • Sep 01Drecom Co.,Ltd. to Report Q2, 2026 Results on Oct 29, 2025Drecom Co.,Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025분석 기사 • Jul 30We Think DrecomLtd (TSE:3793) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Jul 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.5b (US$91.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (JP¥13.5b market cap, or US$91.4m).공시 • Jul 08Drecom Co.,Ltd. to Report Q1, 2026 Results on Jul 29, 2025Drecom Co.,Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: JP¥36.08 loss per share (down from JP¥3.64 profit in FY 2024). Revenue: JP¥12.7b (up 29% from FY 2024). Net loss: JP¥1.04b (down JP¥1.14b from profit in FY 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • May 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: JP¥36.08 loss per share (down from JP¥3.64 profit in FY 2024). Revenue: JP¥12.7b (up 29% from FY 2024). Net loss: JP¥1.04b (down JP¥1.14b from profit in FY 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.공시 • May 12Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2025Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2025.분석 기사 • Apr 07Positive Sentiment Still Eludes Drecom Co.,Ltd. (TSE:3793) Following 33% Share Price SlumpUnfortunately for some shareholders, the Drecom Co.,Ltd. ( TSE:3793 ) share price has dived 33% in the last thirty...New Risk • Apr 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$98.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$98.4m).분석 기사 • Apr 04Capital Allocation Trends At DrecomLtd (TSE:3793) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...New Risk • Mar 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Mar 01Drecom Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Drecom Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025분석 기사 • Feb 17After Leaping 27% Drecom Co.,Ltd. (TSE:3793) Shares Are Not Flying Under The RadarDespite an already strong run, Drecom Co.,Ltd. ( TSE:3793 ) shares have been powering on, with a gain of 27% in the...Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥6.93 (vs JP¥9.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.93 (down from JP¥9.30 in 3Q 2024). Revenue: JP¥4.18b (up 64% from 3Q 2024). Net income: JP¥199.0m (down 25% from 3Q 2024). Profit margin: 4.8% (down from 10% in 3Q 2024). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.분석 기사 • Jan 24These 4 Measures Indicate That DrecomLtd (TSE:3793) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.3% average weekly change).공시 • Nov 30Drecom Co.,Ltd. to Report Q3, 2025 Results on Jan 30, 2025Drecom Co.,Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025Reported Earnings • Oct 31Second quarter 2025 earnings released: JP¥30.32 loss per share (vs JP¥9.53 profit in 2Q 2024)Second quarter 2025 results: JP¥30.32 loss per share (down from JP¥9.53 profit in 2Q 2024). Revenue: JP¥1.90b (down 31% from 2Q 2024). Net loss: JP¥869.0m (down 420% from profit in 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.분석 기사 • Oct 22Drecom Co.,Ltd.'s (TSE:3793) P/E Is Still On The Mark Following 29% Share Price BounceThe Drecom Co.,Ltd. ( TSE:3793 ) share price has done very well over the last month, posting an excellent gain of 29...분석 기사 • Oct 19DrecomLtd (TSE:3793) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥737, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 42% over the past three years.공시 • Oct 01Drecom Co.,Ltd. to Report Q2, 2025 Results on Oct 29, 2024Drecom Co.,Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (13% average weekly change).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥623, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 17% over the past three years.분석 기사 • Sep 09Here's Why DrecomLtd (TSE:3793) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥951, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 82% over the past three years.분석 기사 • Aug 21Drecom Co.,Ltd.'s (TSE:3793) P/E Is Still On The Mark Following 31% Share Price BounceDrecom Co.,Ltd. ( TSE:3793 ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Reported Earnings • Aug 02First quarter 2025 earnings released: JP¥5.35 loss per share (vs JP¥15.47 loss in 1Q 2024)First quarter 2025 results: JP¥5.35 loss per share (improved from JP¥15.47 loss in 1Q 2024). Revenue: JP¥2.12b (down 9.5% from 1Q 2024). Net loss: JP¥153.0m (loss narrowed 65% from 1Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.공시 • Jun 02Drecom Co.,Ltd. to Report Q1, 2025 Results on Jul 30, 2024Drecom Co.,Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 54% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). High level of non-cash earnings (54% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.1% net profit margin).Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥3.64 (down from JP¥40.69 in FY 2023). Revenue: JP¥9.78b (down 9.5% from FY 2023). Net income: JP¥104.0m (down 91% from FY 2023). Profit margin: 1.1% (down from 11% in FY 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • May 15Drecom Co.,Ltd., Annual General Meeting, Jun 26, 2024Drecom Co.,Ltd., Annual General Meeting, Jun 26, 2024.분석 기사 • May 08Drecom Co.,Ltd.'s (TSE:3793) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Drecom Co.,Ltd. ( TSE:3793 ) share price has fared very poorly over the last month, falling by a substantial 26...분석 기사 • May 07Returns On Capital Are Showing Encouraging Signs At DrecomLtd (TSE:3793)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).공시 • Mar 28Drecom Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Drecom Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024분석 기사 • Feb 27Drecom Co.,Ltd. (TSE:3793) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableDespite an already strong run, Drecom Co.,Ltd. ( TSE:3793 ) shares have been powering on, with a gain of 32% in the...Major Estimate Revision • Feb 08Consensus EPS estimates increase by 380%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥1.25 to JP¥6.00. Revenue forecast steady at JP¥10.1b. Net income forecast to grow 625% next year vs 11% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥900 unchanged from last update. Share price rose 7.5% to JP¥989 over the past week.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥3.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.30 (up from JP¥3.86 in 3Q 2023). Revenue: JP¥2.55b (down 1.3% from 3Q 2023). Net income: JP¥266.0m (up 142% from 3Q 2023). Profit margin: 10% (up from 4.3% in 3Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Nov 26Drecom Co.,Ltd. to Report Q3, 2024 Results on Jan 30, 2024Drecom Co.,Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥9.53 (vs JP¥18.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.53 (down from JP¥18.79 in 2Q 2023). Revenue: JP¥2.75b (down 4.5% from 2Q 2023). Net income: JP¥272.0m (down 49% from 2Q 2023). Profit margin: 9.9% (down from 19% in 2Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Aug 27Drecom Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023Drecom Co.,Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023Major Estimate Revision • Aug 06Consensus EPS estimates fall by 58%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥10.7b to JP¥10.9b. EPS estimate fell from JP¥31.50 to JP¥13.10 per share. Net income forecast to grow 126% next year vs 13% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥900 unchanged from last update. Share price fell 9.3% to JP¥490 over the past week.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥485, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥333 per share.New Risk • Aug 01New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥14.1b market cap, or US$99.4m).New Risk • Jul 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).Reported Earnings • Jul 28First quarter 2024 earnings released: JP¥15.47 loss per share (vs JP¥18.32 profit in 1Q 2023)First quarter 2024 results: JP¥15.47 loss per share (down from JP¥18.32 profit in 1Q 2023). Revenue: JP¥2.35b (down 20% from 1Q 2023). Net loss: JP¥441.0m (down 185% from profit in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jul 28Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥36.78 to JP¥31.50. Revenue forecast unchanged from JP¥10.7b at last update. Net income forecast to shrink 23% next year vs 11% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price fell 18% to JP¥540 over the past week.Major Estimate Revision • Jul 12Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥42.10 to JP¥36.78. Revenue forecast unchanged from JP¥11.9b at last update. Net income forecast to shrink 9.5% next year vs 12% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price fell 10% to JP¥668 over the past week.공시 • May 28Drecom Co.,Ltd. to Report Q1, 2024 Results on Jul 27, 2023Drecom Co.,Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • May 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥40.69 (up from JP¥28.28 in FY 2022). Revenue: JP¥10.8b (up 2.6% from FY 2022). Net income: JP¥1.16b (up 44% from FY 2022). Profit margin: 11% (up from 7.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.공시 • May 13Drecom Co.,Ltd., Annual General Meeting, Jun 28, 2023Drecom Co.,Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 12 June 2023. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).Major Estimate Revision • Feb 16Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥11.5b to JP¥10.9b. EPS estimate also fell from JP¥50.55 per share to JP¥43.92 per share. Net income forecast to grow 12% next year vs 8.5% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥920 to JP¥900. Share price was steady at JP¥746 over the past week.Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥3.86 (vs JP¥8.45 in 3Q 2022)Third quarter 2023 results: EPS: JP¥3.86 (down from JP¥8.45 in 3Q 2022). Revenue: JP¥2.58b (down 11% from 3Q 2022). Net income: JP¥110.0m (down 54% from 3Q 2022). Profit margin: 4.3% (down from 8.3% in 3Q 2022). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Dec 29Drecom Co.,Ltd. to Report Q3, 2023 Results on Jan 30, 2023Drecom Co.,Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Katsuhiko Shimizu was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Nov 09Price target increased to JP¥920Up from JP¥850, the current price target is provided by 1 analyst. New target price is 18% above last closing price of JP¥782. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥49.88 for next year compared to JP¥28.28 last year.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥18.79 (vs JP¥10.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.79 (up from JP¥10.90 in 2Q 2022). Revenue: JP¥2.87b (up 14% from 2Q 2022). Net income: JP¥535.0m (up 72% from 2Q 2022). Profit margin: 19% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Oct 01Drecom Co.,Ltd. Announces the Release of the Co-Op Competitive Action Game for Mobile, GGGGG, Launching on September 30Drecom Co.,Ltd. announced the release of the co-op competitive action game for mobile, GGGGG (pronounced "Jee-jee-jee-jee-jee", hereinafter referred to as GGGGG), launching on September 30. Introduction to GGGGG: GGGGG is an action game with simple mechanics that can be played both cooperatively and competitively with other players. Players can enjoy a variety of different battle modes, such as the 100-Player Battle Royale, where up to 100 players clash at the same time, or Dungeon Run, in which teams of up to 4 players work together to advance. Basic Controls: Swipe to move, tap to attack, and hold to perform a special move. With simple controls, GGGGG is easy to pick up and impossible to put down. A Variety of Battle Modes: 1. 100-Player Battle Royale (Solo/Duo/Squad). A PvP battle with up to 100 players where one fights to be the final survivor. Destroy blocks and collect power up items to defeat opponents and be the last one standing. 2. Battle Royale (Solo/Duo/Squad). Eight-player PvP battles. Play to the strengths of class and work together with allies to triumph inside the confines of the limited playing field. 3. Dungeon Run (Solo - Squad). Play alone or team up with other players in this PvE mode. Defeat monsters and protect the princess as one makes his way deeper into the dungeon and do battle against powerful bosses. Conquer Dungeon Runs to pick up weapons and elite materials. 4. Private Match (Solo - Squad). Share Party ID to enjoy Battle Royales with family and friends. Unique Characters: Fighter: A good balance of attack power and HP. Knight: High HP and capable of defending themselves and others against enemy attacks. Priest: Acts as support by healing themselves and others. Wizard: Boasts extremely high attack power and ranged attacks. Archer: Excels at attacking from a distance. Thief: Runs circles around the enemy at high speed, all while stealing items. A Range of Skins to Transform Appearance. Heroes, hunters, Dancers, turtles, and more. The combinations are endless! Use favorite skins to stand out on the battlefield.공시 • Sep 28Drecom Co.,Ltd. to Report Q2, 2023 Results on Oct 27, 2022Drecom Co.,Ltd. announced that they will report Q2, 2023 results on Oct 27, 2022Major Estimate Revision • Aug 31Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥11.8b to JP¥12.2b. EPS estimate increased from JP¥41.75 to JP¥48.67 per share. Net income forecast to grow 38% next year vs 2.3% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥540 unchanged from last update. Share price rose 2.5% to JP¥847 over the past week.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥758, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥498 per share.Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥18.32 (vs JP¥10.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.32 (up from JP¥10.51 in 1Q 2022). Revenue: JP¥2.93b (up 10.0% from 1Q 2022). Net income: JP¥521.0m (up 74% from 1Q 2022). Profit margin: 18% (up from 11% in 1Q 2022). Over the next year, revenue is forecast to grow 10%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Jul 02Drecom Co.,Ltd. to Report Q1, 2023 Results on Jul 28, 2022Drecom Co.,Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥616, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥994 per share.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥582, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥984 per share.Reported Earnings • May 18Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥28.28 (down from JP¥56.97 in FY 2021). Revenue: JP¥10.5b (down 11% from FY 2021). Net income: JP¥807.0m (down 50% from FY 2021). Profit margin: 7.7% (down from 14% in FY 2021). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 18%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • May 14Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2022Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Katsuhiko Shimizu was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 07Drecom Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Drecom Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 27% share price gain to JP¥516, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,021 per share.Price Target Changed • Feb 23Price target decreased to JP¥540Down from JP¥800, the current price target is an average from 2 analysts. New target price is 36% above last closing price of JP¥397. Stock is down 51% over the past year. The company is forecast to post earnings per share of JP¥37.10 for next year compared to JP¥56.97 last year.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Katsuhiko Shimizu was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥8.45 (down from JP¥16.58 in 3Q 2021). Revenue: JP¥2.89b (down 2.6% from 3Q 2021). Net income: JP¥241.0m (down 49% from 3Q 2021). Profit margin: 8.3% (down from 16% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 6.9%, compared to a 4.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Major Estimate Revision • Dec 11Consensus EPS estimates increase to JP¥36.50The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥10.9b to JP¥11.0b. EPS estimate increased from JP¥32.90 to JP¥36.50 per share. Net income forecast to shrink 21% next year vs 6.2% decline forecast for Entertainment industry in Japan. Consensus price target of JP¥850 unchanged from last update. Share price was steady at JP¥512 over the past week.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥10.90 (vs JP¥12.57 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.52b (down 12% from 2Q 2021). Net income: JP¥312.0m (down 13% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥511, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Entertainment industry in Japan. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥506 per share.Reported Earnings • Jul 30First quarter 2022 earnings released: EPS JP¥10.51 (vs JP¥16.42 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.66b (down 19% from 1Q 2021). Net income: JP¥300.0m (down 36% from 1Q 2021). Profit margin: 11% (down from 14% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jun 12Consensus revenue estimates fall to JP¥11.3bThe consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥13.1b to JP¥11.3b. EPS estimate fell from JP¥44.30 to JP¥43.73 per share. Net income forecast to shrink 23% next year vs 20% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥850 unchanged from last update. Share price rose 3.6% to JP¥660 over the past week.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥56.97 (vs JP¥25.00 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.8b (up 17% from FY 2020). Net income: JP¥1.62b (up 128% from FY 2020). Profit margin: 14% (up from 7.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥873, the stock is trading at a trailing P/E ratio of 15.4x, up from the previous P/E ratio of 12.9x. This compares to an average P/E of 31x in the Entertainment industry in Japan. Total return to shareholders over the past three years is a loss of 32%.Is New 90 Day High Low • Mar 04New 90-day low: JP¥736The company is down 19% from its price of JP¥906 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥709 per share.Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥16.58 (vs JP¥6.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.97b (up 20% from 3Q 2020). Net income: JP¥473.0m (up 167% from 3Q 2020). Profit margin: 16% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Jan 30Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 38%. Over the next year, revenue is forecast to grow 5.2%, compared to a 4.3% growth forecast for the Entertainment industry in Japan.공시 • Jan 29+ 2 more updatesDrecom Co.,Ltd. to Report Q2, 2022 Results on Oct 28, 2021Drecom Co.,Ltd. announced that they will report Q2, 2022 results on Oct 28, 2021Is New 90 Day High Low • Jan 28New 90-day low: JP¥749The company is down 14% from its price of JP¥872 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥440 per share.공시 • Dec 30Drecom Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021Drecom Co., Ltd. announced that they will report Q3, 2021 results on Jan 28, 2021Is New 90 Day High Low • Dec 25New 90-day low: JP¥784The company is down 1.0% from its price of JP¥788 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥447 per share.매출 및 비용 세부 내역DrecomLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3793 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2617,5472134,9759031 Dec 2517,756-1,9534,85120430 Sep 2516,875-2,3754,66820430 Jun 2514,999-2,6813,83320431 Mar 2512,655-1,0353,16120431 Dec 2410,342-8162,46239630 Sep 248,706-7492,02139630 Jun 249,5553922,12139631 Mar 249,7791042,10539631 Dec 2310,057902,24435430 Sep 2310,091-662,25835430 Jun 2310,2191972,10635431 Mar 2310,8001,1591,92235431 Dec 2210,8301,1201,84634530 Sep 2211,1441,2511,85134530 Jun 2210,7941,0281,81634531 Mar 2210,5288071,86034531 Dec 2110,7621,1791,78636630 Sep 2110,8401,4111,70436630 Jun 2111,1981,4571,67036631 Mar 2111,8401,6241,57836631 Dec 2012,3341,6191,62016530 Sep 2011,8461,3231,52116530 Jun 2011,2001,0561,41116531 Mar 2010,1507111,41016531 Dec 199,745501,42619030 Sep 199,648-8441,45219030 Jun 1910,109-1,0861,48319031 Mar 1910,720-1,7121,82119031 Dec 1811,056-1,6512,08113930 Sep 1812,551-8952,31113930 Jun 1813,484-7042,78313931 Mar 1813,192-2042,76613931 Dec 1712,7954722,57921530 Sep 1711,1866792,63421530 Jun 179,2106952,27821531 Mar 178,3888141,90821531 Dec 167,3225691,81925430 Sep 166,607-1491,53825430 Jun 166,650-2691,54825431 Mar 166,534-5371,74725431 Dec 156,554-7991,989030 Sep 156,751-3852,054030 Jun 156,951-2282,0530양질의 수익: 3793는 ¥534.0M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 3793는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3793의 수익은 지난 5년 동안 연평균 67.7% 감소했습니다.성장 가속화: 3793는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: 3793는 지난해 흑자전환하여 지난 해 수익 성장률을 Entertainment 업계(13.8%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 3793의 자본 수익률(4.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/08 03:21종가2026/06/08 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Drecom Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yasuyoshi MimuraIchiyoshi Research Institute Inc.MAYA TANAKAOkasan Securities Co. Ltd.
분석 기사 • May 19DrecomLtd's (TSE:3793) Earnings May Just Be The Starting PointUnsurprisingly, Drecom Co.,Ltd.'s ( TSE:3793 ) stock price was strong on the back of its healthy earnings report...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥7.38 (up from JP¥36.08 loss in FY 2025). Revenue: JP¥17.5b (up 39% from FY 2025). Net income: JP¥213.0m (up JP¥1.25b from FY 2025). Profit margin: 1.2% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥21.48 (vs JP¥6.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.48 (up from JP¥6.93 in 3Q 2025). Revenue: JP¥5.06b (up 21% from 3Q 2025). Net income: JP¥621.0m (up 212% from 3Q 2025). Profit margin: 12% (up from 4.8% in 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
공시 • Dec 27Drecom Co.,Ltd. to Report Q3, 2026 Results on Jan 29, 2026Drecom Co.,Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥19.53 loss per share (vs JP¥30.32 loss in 2Q 2025)Second quarter 2026 results: JP¥19.53 loss per share (improved from JP¥30.32 loss in 2Q 2025). Revenue: JP¥3.77b (up 99% from 2Q 2025). Net loss: JP¥563.0m (loss narrowed 35% from 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
공시 • Sep 01Drecom Co.,Ltd. to Report Q2, 2026 Results on Oct 29, 2025Drecom Co.,Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025
분석 기사 • May 19DrecomLtd's (TSE:3793) Earnings May Just Be The Starting PointUnsurprisingly, Drecom Co.,Ltd.'s ( TSE:3793 ) stock price was strong on the back of its healthy earnings report...
공시 • May 14Drecom Co.,Ltd. (TSE:3793) announces an Equity Buyback for 1,524,000 shares, representing 5.27% for ¥500 million.Drecom Co.,Ltd. (TSE:3793) announces a share repurchase program. Under the program, the company will repurchase up to 1,524,000 shares, representing 5.27% of its issued share capital, for ¥500 million. The purpose of the program is promoting improved capital efficiency and strengthening investment in human resources. The shares acquired will be used for stock-based compensation aimed at securing excellent talent for future growth and improving employee engagement. The program will continue through May 12, 2027. As of May 12, 2026, the company had 28,929,817 issued shares (excluding treasury stock) and 516,395 treasury shares.
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥7.38 (up from JP¥36.08 loss in FY 2025). Revenue: JP¥17.5b (up 39% from FY 2025). Net income: JP¥213.0m (up JP¥1.25b from FY 2025). Profit margin: 1.2% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
공시 • May 12Drecom Co.,Ltd., Annual General Meeting, Jun 23, 2026Drecom Co.,Ltd., Annual General Meeting, Jun 23, 2026.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥21.48 (vs JP¥6.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.48 (up from JP¥6.93 in 3Q 2025). Revenue: JP¥5.06b (up 21% from 3Q 2025). Net income: JP¥621.0m (up 212% from 3Q 2025). Profit margin: 12% (up from 4.8% in 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
공시 • Dec 27Drecom Co.,Ltd. to Report Q3, 2026 Results on Jan 29, 2026Drecom Co.,Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥19.53 loss per share (vs JP¥30.32 loss in 2Q 2025)Second quarter 2026 results: JP¥19.53 loss per share (improved from JP¥30.32 loss in 2Q 2025). Revenue: JP¥3.77b (up 99% from 2Q 2025). Net loss: JP¥563.0m (loss narrowed 35% from 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
공시 • Sep 01Drecom Co.,Ltd. to Report Q2, 2026 Results on Oct 29, 2025Drecom Co.,Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025
분석 기사 • Jul 30We Think DrecomLtd (TSE:3793) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Jul 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.5b (US$91.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (JP¥13.5b market cap, or US$91.4m).
공시 • Jul 08Drecom Co.,Ltd. to Report Q1, 2026 Results on Jul 29, 2025Drecom Co.,Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025
Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: JP¥36.08 loss per share (down from JP¥3.64 profit in FY 2024). Revenue: JP¥12.7b (up 29% from FY 2024). Net loss: JP¥1.04b (down JP¥1.14b from profit in FY 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: JP¥36.08 loss per share (down from JP¥3.64 profit in FY 2024). Revenue: JP¥12.7b (up 29% from FY 2024). Net loss: JP¥1.04b (down JP¥1.14b from profit in FY 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
공시 • May 12Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2025Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2025.
분석 기사 • Apr 07Positive Sentiment Still Eludes Drecom Co.,Ltd. (TSE:3793) Following 33% Share Price SlumpUnfortunately for some shareholders, the Drecom Co.,Ltd. ( TSE:3793 ) share price has dived 33% in the last thirty...
New Risk • Apr 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$98.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$98.4m).
분석 기사 • Apr 04Capital Allocation Trends At DrecomLtd (TSE:3793) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
New Risk • Mar 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Mar 01Drecom Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Drecom Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
분석 기사 • Feb 17After Leaping 27% Drecom Co.,Ltd. (TSE:3793) Shares Are Not Flying Under The RadarDespite an already strong run, Drecom Co.,Ltd. ( TSE:3793 ) shares have been powering on, with a gain of 27% in the...
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥6.93 (vs JP¥9.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.93 (down from JP¥9.30 in 3Q 2024). Revenue: JP¥4.18b (up 64% from 3Q 2024). Net income: JP¥199.0m (down 25% from 3Q 2024). Profit margin: 4.8% (down from 10% in 3Q 2024). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.
분석 기사 • Jan 24These 4 Measures Indicate That DrecomLtd (TSE:3793) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.3% average weekly change).
공시 • Nov 30Drecom Co.,Ltd. to Report Q3, 2025 Results on Jan 30, 2025Drecom Co.,Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025
Reported Earnings • Oct 31Second quarter 2025 earnings released: JP¥30.32 loss per share (vs JP¥9.53 profit in 2Q 2024)Second quarter 2025 results: JP¥30.32 loss per share (down from JP¥9.53 profit in 2Q 2024). Revenue: JP¥1.90b (down 31% from 2Q 2024). Net loss: JP¥869.0m (down 420% from profit in 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
분석 기사 • Oct 22Drecom Co.,Ltd.'s (TSE:3793) P/E Is Still On The Mark Following 29% Share Price BounceThe Drecom Co.,Ltd. ( TSE:3793 ) share price has done very well over the last month, posting an excellent gain of 29...
분석 기사 • Oct 19DrecomLtd (TSE:3793) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥737, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 42% over the past three years.
공시 • Oct 01Drecom Co.,Ltd. to Report Q2, 2025 Results on Oct 29, 2024Drecom Co.,Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (13% average weekly change).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥623, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 17% over the past three years.
분석 기사 • Sep 09Here's Why DrecomLtd (TSE:3793) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥951, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 82% over the past three years.
분석 기사 • Aug 21Drecom Co.,Ltd.'s (TSE:3793) P/E Is Still On The Mark Following 31% Share Price BounceDrecom Co.,Ltd. ( TSE:3793 ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Reported Earnings • Aug 02First quarter 2025 earnings released: JP¥5.35 loss per share (vs JP¥15.47 loss in 1Q 2024)First quarter 2025 results: JP¥5.35 loss per share (improved from JP¥15.47 loss in 1Q 2024). Revenue: JP¥2.12b (down 9.5% from 1Q 2024). Net loss: JP¥153.0m (loss narrowed 65% from 1Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
공시 • Jun 02Drecom Co.,Ltd. to Report Q1, 2025 Results on Jul 30, 2024Drecom Co.,Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024
New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 54% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). High level of non-cash earnings (54% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.1% net profit margin).
Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥3.64 (down from JP¥40.69 in FY 2023). Revenue: JP¥9.78b (down 9.5% from FY 2023). Net income: JP¥104.0m (down 91% from FY 2023). Profit margin: 1.1% (down from 11% in FY 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • May 15Drecom Co.,Ltd., Annual General Meeting, Jun 26, 2024Drecom Co.,Ltd., Annual General Meeting, Jun 26, 2024.
분석 기사 • May 08Drecom Co.,Ltd.'s (TSE:3793) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Drecom Co.,Ltd. ( TSE:3793 ) share price has fared very poorly over the last month, falling by a substantial 26...
분석 기사 • May 07Returns On Capital Are Showing Encouraging Signs At DrecomLtd (TSE:3793)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
공시 • Mar 28Drecom Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Drecom Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
분석 기사 • Feb 27Drecom Co.,Ltd. (TSE:3793) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableDespite an already strong run, Drecom Co.,Ltd. ( TSE:3793 ) shares have been powering on, with a gain of 32% in the...
Major Estimate Revision • Feb 08Consensus EPS estimates increase by 380%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥1.25 to JP¥6.00. Revenue forecast steady at JP¥10.1b. Net income forecast to grow 625% next year vs 11% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥900 unchanged from last update. Share price rose 7.5% to JP¥989 over the past week.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥3.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.30 (up from JP¥3.86 in 3Q 2023). Revenue: JP¥2.55b (down 1.3% from 3Q 2023). Net income: JP¥266.0m (up 142% from 3Q 2023). Profit margin: 10% (up from 4.3% in 3Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Nov 26Drecom Co.,Ltd. to Report Q3, 2024 Results on Jan 30, 2024Drecom Co.,Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥9.53 (vs JP¥18.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.53 (down from JP¥18.79 in 2Q 2023). Revenue: JP¥2.75b (down 4.5% from 2Q 2023). Net income: JP¥272.0m (down 49% from 2Q 2023). Profit margin: 9.9% (down from 19% in 2Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Aug 27Drecom Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023Drecom Co.,Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 58%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥10.7b to JP¥10.9b. EPS estimate fell from JP¥31.50 to JP¥13.10 per share. Net income forecast to grow 126% next year vs 13% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥900 unchanged from last update. Share price fell 9.3% to JP¥490 over the past week.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥485, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥333 per share.
New Risk • Aug 01New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥14.1b market cap, or US$99.4m).
New Risk • Jul 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
Reported Earnings • Jul 28First quarter 2024 earnings released: JP¥15.47 loss per share (vs JP¥18.32 profit in 1Q 2023)First quarter 2024 results: JP¥15.47 loss per share (down from JP¥18.32 profit in 1Q 2023). Revenue: JP¥2.35b (down 20% from 1Q 2023). Net loss: JP¥441.0m (down 185% from profit in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jul 28Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥36.78 to JP¥31.50. Revenue forecast unchanged from JP¥10.7b at last update. Net income forecast to shrink 23% next year vs 11% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price fell 18% to JP¥540 over the past week.
Major Estimate Revision • Jul 12Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥42.10 to JP¥36.78. Revenue forecast unchanged from JP¥11.9b at last update. Net income forecast to shrink 9.5% next year vs 12% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price fell 10% to JP¥668 over the past week.
공시 • May 28Drecom Co.,Ltd. to Report Q1, 2024 Results on Jul 27, 2023Drecom Co.,Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • May 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥40.69 (up from JP¥28.28 in FY 2022). Revenue: JP¥10.8b (up 2.6% from FY 2022). Net income: JP¥1.16b (up 44% from FY 2022). Profit margin: 11% (up from 7.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.
공시 • May 13Drecom Co.,Ltd., Annual General Meeting, Jun 28, 2023Drecom Co.,Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 12 June 2023. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).
Major Estimate Revision • Feb 16Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥11.5b to JP¥10.9b. EPS estimate also fell from JP¥50.55 per share to JP¥43.92 per share. Net income forecast to grow 12% next year vs 8.5% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥920 to JP¥900. Share price was steady at JP¥746 over the past week.
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥3.86 (vs JP¥8.45 in 3Q 2022)Third quarter 2023 results: EPS: JP¥3.86 (down from JP¥8.45 in 3Q 2022). Revenue: JP¥2.58b (down 11% from 3Q 2022). Net income: JP¥110.0m (down 54% from 3Q 2022). Profit margin: 4.3% (down from 8.3% in 3Q 2022). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Dec 29Drecom Co.,Ltd. to Report Q3, 2023 Results on Jan 30, 2023Drecom Co.,Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Katsuhiko Shimizu was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Nov 09Price target increased to JP¥920Up from JP¥850, the current price target is provided by 1 analyst. New target price is 18% above last closing price of JP¥782. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥49.88 for next year compared to JP¥28.28 last year.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥18.79 (vs JP¥10.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.79 (up from JP¥10.90 in 2Q 2022). Revenue: JP¥2.87b (up 14% from 2Q 2022). Net income: JP¥535.0m (up 72% from 2Q 2022). Profit margin: 19% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Oct 01Drecom Co.,Ltd. Announces the Release of the Co-Op Competitive Action Game for Mobile, GGGGG, Launching on September 30Drecom Co.,Ltd. announced the release of the co-op competitive action game for mobile, GGGGG (pronounced "Jee-jee-jee-jee-jee", hereinafter referred to as GGGGG), launching on September 30. Introduction to GGGGG: GGGGG is an action game with simple mechanics that can be played both cooperatively and competitively with other players. Players can enjoy a variety of different battle modes, such as the 100-Player Battle Royale, where up to 100 players clash at the same time, or Dungeon Run, in which teams of up to 4 players work together to advance. Basic Controls: Swipe to move, tap to attack, and hold to perform a special move. With simple controls, GGGGG is easy to pick up and impossible to put down. A Variety of Battle Modes: 1. 100-Player Battle Royale (Solo/Duo/Squad). A PvP battle with up to 100 players where one fights to be the final survivor. Destroy blocks and collect power up items to defeat opponents and be the last one standing. 2. Battle Royale (Solo/Duo/Squad). Eight-player PvP battles. Play to the strengths of class and work together with allies to triumph inside the confines of the limited playing field. 3. Dungeon Run (Solo - Squad). Play alone or team up with other players in this PvE mode. Defeat monsters and protect the princess as one makes his way deeper into the dungeon and do battle against powerful bosses. Conquer Dungeon Runs to pick up weapons and elite materials. 4. Private Match (Solo - Squad). Share Party ID to enjoy Battle Royales with family and friends. Unique Characters: Fighter: A good balance of attack power and HP. Knight: High HP and capable of defending themselves and others against enemy attacks. Priest: Acts as support by healing themselves and others. Wizard: Boasts extremely high attack power and ranged attacks. Archer: Excels at attacking from a distance. Thief: Runs circles around the enemy at high speed, all while stealing items. A Range of Skins to Transform Appearance. Heroes, hunters, Dancers, turtles, and more. The combinations are endless! Use favorite skins to stand out on the battlefield.
공시 • Sep 28Drecom Co.,Ltd. to Report Q2, 2023 Results on Oct 27, 2022Drecom Co.,Ltd. announced that they will report Q2, 2023 results on Oct 27, 2022
Major Estimate Revision • Aug 31Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥11.8b to JP¥12.2b. EPS estimate increased from JP¥41.75 to JP¥48.67 per share. Net income forecast to grow 38% next year vs 2.3% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥540 unchanged from last update. Share price rose 2.5% to JP¥847 over the past week.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥758, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥498 per share.
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥18.32 (vs JP¥10.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.32 (up from JP¥10.51 in 1Q 2022). Revenue: JP¥2.93b (up 10.0% from 1Q 2022). Net income: JP¥521.0m (up 74% from 1Q 2022). Profit margin: 18% (up from 11% in 1Q 2022). Over the next year, revenue is forecast to grow 10%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Jul 02Drecom Co.,Ltd. to Report Q1, 2023 Results on Jul 28, 2022Drecom Co.,Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥616, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥994 per share.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥582, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥984 per share.
Reported Earnings • May 18Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥28.28 (down from JP¥56.97 in FY 2021). Revenue: JP¥10.5b (down 11% from FY 2021). Net income: JP¥807.0m (down 50% from FY 2021). Profit margin: 7.7% (down from 14% in FY 2021). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 18%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • May 14Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2022Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Katsuhiko Shimizu was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 07Drecom Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Drecom Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 27% share price gain to JP¥516, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,021 per share.
Price Target Changed • Feb 23Price target decreased to JP¥540Down from JP¥800, the current price target is an average from 2 analysts. New target price is 36% above last closing price of JP¥397. Stock is down 51% over the past year. The company is forecast to post earnings per share of JP¥37.10 for next year compared to JP¥56.97 last year.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Katsuhiko Shimizu was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥8.45 (down from JP¥16.58 in 3Q 2021). Revenue: JP¥2.89b (down 2.6% from 3Q 2021). Net income: JP¥241.0m (down 49% from 3Q 2021). Profit margin: 8.3% (down from 16% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 6.9%, compared to a 4.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Major Estimate Revision • Dec 11Consensus EPS estimates increase to JP¥36.50The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥10.9b to JP¥11.0b. EPS estimate increased from JP¥32.90 to JP¥36.50 per share. Net income forecast to shrink 21% next year vs 6.2% decline forecast for Entertainment industry in Japan. Consensus price target of JP¥850 unchanged from last update. Share price was steady at JP¥512 over the past week.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥10.90 (vs JP¥12.57 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.52b (down 12% from 2Q 2021). Net income: JP¥312.0m (down 13% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥511, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Entertainment industry in Japan. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥506 per share.
Reported Earnings • Jul 30First quarter 2022 earnings released: EPS JP¥10.51 (vs JP¥16.42 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.66b (down 19% from 1Q 2021). Net income: JP¥300.0m (down 36% from 1Q 2021). Profit margin: 11% (down from 14% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jun 12Consensus revenue estimates fall to JP¥11.3bThe consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥13.1b to JP¥11.3b. EPS estimate fell from JP¥44.30 to JP¥43.73 per share. Net income forecast to shrink 23% next year vs 20% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥850 unchanged from last update. Share price rose 3.6% to JP¥660 over the past week.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥56.97 (vs JP¥25.00 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.8b (up 17% from FY 2020). Net income: JP¥1.62b (up 128% from FY 2020). Profit margin: 14% (up from 7.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥873, the stock is trading at a trailing P/E ratio of 15.4x, up from the previous P/E ratio of 12.9x. This compares to an average P/E of 31x in the Entertainment industry in Japan. Total return to shareholders over the past three years is a loss of 32%.
Is New 90 Day High Low • Mar 04New 90-day low: JP¥736The company is down 19% from its price of JP¥906 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥709 per share.
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥16.58 (vs JP¥6.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.97b (up 20% from 3Q 2020). Net income: JP¥473.0m (up 167% from 3Q 2020). Profit margin: 16% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 38%. Over the next year, revenue is forecast to grow 5.2%, compared to a 4.3% growth forecast for the Entertainment industry in Japan.
공시 • Jan 29+ 2 more updatesDrecom Co.,Ltd. to Report Q2, 2022 Results on Oct 28, 2021Drecom Co.,Ltd. announced that they will report Q2, 2022 results on Oct 28, 2021
Is New 90 Day High Low • Jan 28New 90-day low: JP¥749The company is down 14% from its price of JP¥872 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥440 per share.
공시 • Dec 30Drecom Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021Drecom Co., Ltd. announced that they will report Q3, 2021 results on Jan 28, 2021
Is New 90 Day High Low • Dec 25New 90-day low: JP¥784The company is down 1.0% from its price of JP¥788 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥447 per share.