Advanced AI And International Expansion Will Drive Future Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

04 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

62.6%

7D

4.2%

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1Y

62.6%

7D

4.2%

You can edit this narrative until Dec 5 5:10 AM. Then, changes will post as Updates.

Author's Valuation

JP¥2.77k10.6% overvalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 2.23%

4385: Future Cash Flows And Margins Are Expected To Gradually Stabilize

Analysts modestly raised their price target on Mercari, with fair value estimates increasing from approximately ¥2,713 to ¥2,774, as they refine discount rate and valuation assumptions despite slightly softer long term growth and margin expectations. Analyst Commentary Analyst views on Mercari remain generally constructive, with the modest price target increase reflecting confidence in the platform’s ability to sustain cash flow generation while navigating a more normalized growth environment.

Shared on 13 Sep 25

Fair value Decreased 1.51%

Mercari's consensus price target saw a slight decrease to ¥2713, as modestly improved revenue growth forecasts were offset by an essentially unchanged net profit margin. What's in the News Mercari provided consolidated earnings guidance for the year ending June 30, 2026, expecting revenue of JPY 200,000 million to JPY 210,000 million and core operating profit of JPY 28,000 million to JPY 32,000 million.

Shared on 01 May 25

Fair value Increased 2.07%

Shared on 23 Apr 25

Fair value Increased 4.42%

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget has increased discount rate from 6.8% to 7.6%.

Shared on 02 Apr 25

Fair value Increased 3.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 3.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 8.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

JP¥2.77k

10.6% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.41%

General Merchandise and Department Stores revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.59%

Calculation

JP¥29.40b

Earnings '28

x

19.59x

PE Ratio '28

=

JP¥575.99b

Market Cap '28

JP¥575.99b

Market Cap '28

/

166.13m

No. shares '28

=

JP¥3.47k

Share Price '28

JP¥3.47k Share Price '28

Discounted to 2025 @ 7.75% p.a.

=

JP¥2.77k

Fair Value '25