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Analyst Estimates: Here's What Brokers Think Of Round One Corporation (TSE:4680) After Its Full-Year Report

Simply Wall St·05/17/2026 00:54:51
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Last week, you might have seen that Round One Corporation (TSE:4680) released its annual result to the market. The early response was not positive, with shares down 4.5% to JP¥826 in the past week. Revenues of JP¥190b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at JP¥63.30, missing estimates by 5.0%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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TSE:4680 Earnings and Revenue Growth May 17th 2026

Following the latest results, Round One's six analysts are now forecasting revenues of JP¥212.0b in 2027. This would be a notable 12% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to grow 19% to JP¥75.22. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥208.4b and earnings per share (EPS) of JP¥75.43 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

View our latest analysis for Round One

There were no changes to revenue or earnings estimates or the price target of JP¥1,372, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Round One analyst has a price target of JP¥1,500 per share, while the most pessimistic values it at JP¥1,210. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Round One's revenue growth is expected to slow, with the forecast 12% annualised growth rate until the end of 2027 being well below the historical 18% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 8.6% per year. Even after the forecast slowdown in growth, it seems obvious that Round One is also expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at JP¥1,372, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Round One going out to 2029, and you can see them free on our platform here.

We also provide an overview of the Round One Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.