Update shared on27 Aug 2025
Fair value Increased 1.44%Rakuten Group’s forward P/E has risen sharply while net profit margin has declined meaningfully, indicating expectations of reduced profitability and higher valuation multiples, resulting in only a marginal increase in fair value to ¥954.
What's in the News
- Rakuten Advertising introduced new affiliate marketing solutions offering enhanced data transparency, brand safety, and compliance for advertisers and publishers.
- The new Transparency API provides publishers with next-day, order-level insight into their contribution to customers' purchase journeys.
- Rakuten Advertising Detect suite now offers automated fraud and anomaly detection, active program monitoring, and compliance tools using proprietary data science and industry partnerships.
- Storefronts, an influencer marketing solution, enables seamless collaboration between advertisers and selected creators for shoppable product experiences with enhanced reporting and scalability.
- AI-driven 'Insights and Analytics Prompt' tool generates custom real-time reports and visualizations, improving operational efficiency for advertisers and publishers.
Valuation Changes
Summary of Valuation Changes for Rakuten Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥941 to ¥954.
- The Future P/E for Rakuten Group has significantly risen from 28.81x to 36.21x.
- The Net Profit Margin for Rakuten Group has significantly fallen from 3.34% to 2.68%.
Disclaimer
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