Stock 3793 DRECOM CO.,LTD.
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Financials Drecom Co.,Ltd.

Equities

3793

JP3639570005

Software

Market Closed - Japan Exchange
Other stock markets
 02:00:00 2024-07-11 am EDT 		5-day change 1st Jan Change
719 JPY +2.71% Intraday chart for Drecom Co.,Ltd. -3.36% -15.51%
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 2020 2021 2022 2023 2024 2025 2026 2027
Capitalization 1 12,779 22,582 15,668 22,293 30,071 20,584 - -
Enterprise Value (EV) 1 12,710 20,484 13,904 20,085 30,607 20,584 20,584 20,584
P/E ratio 17.9 x 13.9 x 19.5 x 19.2 x 289 x 41.1 x 22.8 x 20.5 x
Yield - - 0.91% 0.64% - 0.7% 0.7% 0.7%
Capitalization / Revenue 1.26 x 1.91 x 1.49 x 2.06 x 3.08 x 1.52 x 1.35 x 1.26 x
EV / Revenue 1.26 x 1.91 x 1.49 x 2.06 x 3.08 x 1.52 x 1.35 x 1.26 x
EV / EBITDA 12,788,813 x 8,348,129 x 7,364,300 x 8,740,304 x 28,696,931 x - - -
EV / FCF 21,630,246 x 8,592,744 x -96,044,094 x 34,371,639 x -12,042,689 x - - -
FCF Yield 0% 0% -0% 0% -0% - - -
Price to Book 6.05 x 5.95 x 3.46 x 4 x 5.35 x 3.37 x 2.98 x 2.64 x
Nbr of stocks (in thousands) 28,461 28,548 28,435 28,508 28,611 28,628 - -
Reference price 2 449.0 791.0 551.0 782.0 1,051 719.0 719.0 719.0
Announcement Date 5/14/20 5/13/21 5/12/22 5/11/23 5/13/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: Marzo 2020 2021 2022 2023 2024 2025 2026 2027
Net sales 1 10,150 11,840 10,528 10,800 9,779 13,500 15,200 16,300
EBITDA 999.2 2,705 2,128 2,551 1,048 - - -
EBIT 1 617 2,052 1,591 2,281 903 1,100 1,400 1,500
Operating Margin 6.08% 17.33% 15.11% 21.12% 9.23% 8.15% 9.21% 9.2%
Earnings before Tax (EBT) 718 2,019 1,164 1,806 46 - - -
Net income 1 711 1,624 807 1,159 104 500 900 1,000
Net margin 7% 13.72% 7.67% 10.73% 1.06% 3.7% 5.92% 6.13%
EPS 2 25.02 57.00 28.29 40.70 3.640 17.50 31.50 35.00
Free Cash Flow 590.8 2,628 -163.1 648.6 -2,497 - - -
FCF margin 5.82% 22.2% -1.55% 6.01% -25.53% - - -
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 5.000
Announcement Date 5/14/20 5/13/21 5/12/22 5/11/23 5/13/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: March 2021 S1 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 2025 Q1 2025 Q2 2025 Q3 2025 Q4
Net sales 1 6,184 5,184 2,894 2,450 2,927 2,873 5,800 2,580 2,420 2,346 2,745 5,091 2,546 2,142 2,600 2,900 3,850 4,150
EBITDA - - - - - - - - - - - - - - - - - -
EBIT 1 1,052 967 452 172 817 790 1,607 493 181 8 464 472 317 114 110 110 450 430
Operating Margin 17.01% 18.65% 15.62% 7.02% 27.91% 27.5% 27.71% 19.11% 7.48% 0.34% 16.9% 9.27% 12.45% 5.32% 4.23% 3.79% 11.69% 10.36%
Earnings before Tax (EBT) 1,032 936 373 - 810 - 1,547 142 - -413 - -155 275 - - - - -
Net income 1 825 612 241 -46 521 535 1,056 110 -7 -441 272 -169 266 7 60 60 200 180
Net margin 13.34% 11.81% 8.33% -1.88% 17.8% 18.62% 18.21% 4.26% -0.29% -18.8% 9.91% -3.32% 10.45% 0.33% 2.31% 2.07% 5.19% 4.34%
EPS 29.01 21.41 8.460 - 18.35 - 37.13 3.850 - -15.50 - -5.940 9.350 - - - - -
Dividend per Share - - - - - - - - - - - - - - - - - -
Announcement Date 10/29/20 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 5/13/24 - - - -
1JPY in Million
Estimates

Balance Sheet Analysis

Fiscal Period: March 2020 2021 2022 2023 2024 2025 2026 2027
Net Debt - - - - 536 - - -
Net Cash position 69 2,098 1,764 2,208 - - - -
Leverage (Debt/EBITDA) - - - - 0.5115 x - - -
Free Cash Flow 591 2,628 -163 649 -2,497 - - -
ROE (net income / shareholders' equity) 41% 55% 19.4% 22.9% 1.9% - - -
ROA (Net income/ Total Assets) 9.5% 25.2% 16% 20% 6.01% - - -
Assets 1 7,485 6,448 5,044 5,784 1,729 - - -
Book Value Per Share 2 74.20 133.0 159.0 196.0 196.0 213.0 241.0 273.0
Cash Flow per Share 38.40 78.90 47.10 50.10 8.680 - - -
Capex 1 795 568 1,775 2,027 2,024 279 144 144
Capex / Sales 7.83% 4.8% 16.86% 18.77% 20.7% 2.07% 0.95% 0.88%
Announcement Date 5/14/20 5/13/21 5/12/22 5/11/23 5/13/24 - - -
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
719
Average target price
-
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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