Stock 3793 DRECOM CO.,LTD.
Add to a list
To use this feature you must be a member
Log inSign up

Financials Drecom Co.,Ltd.

Equities

3793

JP3639570005

Software

Delayed Japan Exchange
Other stock markets
 02:00:00 2024-05-02 am EDT 		5-day change 1st Jan Change
1,035 JPY +3.50% Intraday chart for Drecom Co.,Ltd. +2.17% +21.62%
2023 Drecom Co.,Ltd. Reports Earnings Results for the Full Year Ended March 31, 2023 CI
2023 Character Bank Co., Ltd. announced that it has received ¥350 million in funding from FreakOut Shinsei Fund Co., Ltd., NetEase Games, Drecom Co.,Ltd., SAWADA Investment Inc., SMBC Venture Capital Co., Ltd., and other investors CI

Valuation

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 15,558 12,779 22,582 15,668 22,293 29,613 - -
Enterprise Value (EV) 1 16,043 12,710 20,484 13,904 20,085 29,613 29,613 29,613
P/E ratio -9.06 x 17.9 x 13.9 x 19.5 x 19.2 x 296 x 48.3 x 45.6 x
Yield - - - 0.91% 0.64% - 0.48% 0.48%
Capitalization / Revenue 1.45 x 1.26 x 1.91 x 1.49 x 2.06 x 2.93 x 2.58 x 2.39 x
EV / Revenue 1.45 x 1.26 x 1.91 x 1.49 x 2.06 x 2.93 x 2.58 x 2.39 x
EV / EBITDA -135 x 12.8 x 8.35 x 7.36 x 8.74 x 18.8 x 24.5 x 25.3 x
EV / FCF -31,429,665 x 21,630,246 x 8,592,744 x -96,044,094 x 34,371,639 x - - -
FCF Yield -0% 0% 0% -0% 0% - - -
Price to Book 11.4 x 6.05 x 5.95 x 3.46 x 4 x 5.29 x 4.63 x 4.11 x
Nbr of stocks (in thousands) 28,390 28,461 28,548 28,435 28,508 28,611 - -
Reference price 2 548.0 449.0 791.0 551.0 782.0 1,035 1,035 1,035
Announcement Date 5/13/19 5/14/20 5/13/21 5/12/22 5/11/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 10,720 10,150 11,840 10,528 10,800 10,100 11,500 12,400
EBITDA 1 -115.6 999.2 2,705 2,128 2,551 1,576 1,211 1,169
EBIT 1 -577 617 2,052 1,591 2,281 950 941.5 998
Operating Margin -5.38% 6.08% 17.33% 15.11% 21.12% 9.41% 8.19% 8.05%
Earnings before Tax (EBT) -1,671 718 2,019 1,164 1,806 - - -
Net income 1 -1,712 711 1,624 807 1,159 150 800 900
Net margin -15.97% 7% 13.72% 7.67% 10.73% 1.49% 6.96% 7.26%
EPS 2 -60.46 25.02 57.00 28.29 40.70 3.500 21.41 22.71
Free Cash Flow -495 590.8 2,628 -163.1 648.6 - - -
FCF margin -4.62% 5.82% 22.2% -1.55% 6.01% - - -
FCF Conversion (EBITDA) - 59.12% 97.15% - 25.43% - - -
FCF Conversion (Net income) - 83.09% 161.82% - 55.96% - - -
Dividend per Share 2 - - - 5.000 5.000 - 5.000 5.000
Announcement Date 5/13/19 5/14/20 5/13/21 5/12/22 5/11/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: March 2020 S1 2021 S1 2022 Q2 2022 S1 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4
Net sales 1 4,488 6,184 2,523 5,184 2,894 2,450 2,927 2,873 5,800 2,580 2,420 2,346 2,745 5,091 2,546 2,363
EBITDA - - - - - - - - - - - - - - - -
EBIT 1 332 1,052 463 967 452 172 817 790 1,607 493 181 8 464 472 317 111
Operating Margin 7.4% 17.01% 18.35% 18.65% 15.62% 7.02% 27.91% 27.5% 27.71% 19.11% 7.48% 0.34% 16.9% 9.27% 12.45% 4.7%
Earnings before Tax (EBT) 242 1,032 - 936 373 - 810 - 1,547 142 - -413 - -155 275 -
Net income 1 213 825 312 612 241 -46 521 535 1,056 110 -7 -441 272 -169 266 3
Net margin 4.75% 13.34% 12.37% 11.81% 8.33% -1.88% 17.8% 18.62% 18.21% 4.26% -0.29% -18.8% 9.91% -3.32% 10.45% 0.13%
EPS 7.520 29.01 - 21.41 8.460 - 18.35 - 37.13 3.850 - -15.50 - -5.940 9.350 -
Dividend per Share - - - - - - - - - - - - - - - -
Announcement Date 10/31/19 10/29/20 10/28/21 10/28/21 1/27/22 5/12/22 7/28/22 10/27/22 10/27/22 1/30/23 5/11/23 7/27/23 10/26/23 10/26/23 1/30/24 -
1JPY in Million
Estimates

Balance Sheet Analysis

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 485 - - - - - - -
Net Cash position - 69 2,098 1,764 2,208 - - -
Leverage (Debt/EBITDA) -4.195 x - - - - - - -
Free Cash Flow -495 591 2,628 -163 649 - - -
ROE (net income / shareholders' equity) -78.2% 41% 55% 19.4% 22.9% - - -
ROA (Net income/ Total Assets) -16.8% 9.5% 25.2% 16% 20% - - -
Assets 1 10,180 7,485 6,448 5,044 5,784 - - -
Book Value Per Share 2 47.90 74.20 133.0 159.0 196.0 196.0 224.0 252.0
Cash Flow per Share -44.20 38.40 78.90 47.10 50.10 - - -
Capex 1 573 795 568 1,775 2,027 373 269 269
Capex / Sales 5.35% 7.83% 4.8% 16.86% 18.77% 3.69% 2.34% 2.17%
Announcement Date 5/13/19 5/14/20 5/13/21 5/12/22 5/11/23 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Drecom Co.,Ltd.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
1
Last Close Price
1,035
Average target price
-
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Mobile Application Software

1st Jan change Capi.
DRECOM CO.,LTD. Stock Drecom Co.,Ltd.
+21.62% 193M
SNAP INC. Stock Snap Inc.
-3.72% 26.75B
DIDI GLOBAL INC. Stock DiDi Global Inc.
+30.13% 24.89B
BEIJING ULTRAPOWER SOFTWARE CO., LTD. Stock Beijing Ultrapower Software Co., Ltd.
+9.49% 2.62B
ZHEJIANG JINKE TOM CULTURE INDUSTRY CO., LTD. Stock Zhejiang Jinke Tom Culture Industry Co., Ltd.
-18.22% 1.96B
LIFE360, INC. Stock Life360, Inc.
+95.77% 1.99B
ZX INC. Stock ZX Inc.
-54.95% 1.37B
SHANGHAI YAOJI TECHNOLOGY CO., LTD. Stock Shanghai Yaoji Technology Co., Ltd.
+16.47% 1.47B
KAKAO GAMES CORP. Stock Kakao Games Corp.
-15.67% 1.31B
FINVOLUTION GROUP Stock FinVolution Group
+2.65% 1.31B
Mobile Application Software
  1. Stock Market
  2. Equities
  3. 3793 Stock
  4. Financials Drecom Co.,Ltd.