Update shared on 27 Oct 2025
Fair value Increased 1.08%Narrative Update on Rakuten Group: Analyst Price Target Revision
Analysts have modestly increased their fair value estimate for Rakuten Group, raising the price target from ¥987.19 to ¥997.81. This adjustment reflects improved outlooks on profit margins and long-term performance assumptions.
What's in the News
- Rakuten is considering a U.S. IPO of its credit card business, with alternative options including a stake sale to a strategic buyer. Mizuho previously acquired a 15% stake in the card unit for $1.1 billion (Reuters).
- Rakuten Group expects to record an impairment loss of approximately JPY 27 billion in its consolidated financial results for the third quarter of the fiscal year ending December 31, 2025.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥987.19 to ¥997.81.
- Discount Rate remains effectively unchanged at 11.02%.
- Revenue Growth forecast is stable, holding at approximately 7.65%.
- Net Profit Margin has increased marginally from 3.02% to 3.03%.
- Future P/E ratio has edged up from 33.13x to 33.39x.
Disclaimer
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