Rakuten Group, Inc.

TSE:4755 Lagerbericht

Marktkapitalisierung: JP¥1.5t

Rakuten Group Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Rakuten Group wird ein jährliches Gewinn- und Umsatzwachstum von 61.8% bzw. 6.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 61.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 7% betragen.

Wichtige Informationen

61.8%

Wachstumsrate der Gewinne

61.13%

EPS-Wachstumsrate

Multiline Retail Gewinnwachstum18.1%
Wachstumsrate der Einnahmen6.3%
Zukünftige Eigenkapitalrendite7.03%
Analystenabdeckung

Good

Zuletzt aktualisiert24 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • Feb 14

Analysts Are Updating Their Rakuten Group, Inc. (TSE:4755) Estimates After Its Full-Year Results

Rakuten Group, Inc. ( TSE:4755 ) shareholders are probably feeling a little disappointed, since its shares fell 6.7% to...

Recent updates

Narrativ-Update • Jun 15

4755: FinTech Reorganization Will Tighten Control Yet Constrain Future Upside

Analysts have trimmed their price target for Rakuten Group to around ¥647 from about ¥670, pointing to updated assumptions for slightly faster revenue growth, higher profit margins, and a lower forward P/E multiple. What's in the News Board meeting scheduled for May 20, 2026, to review an integrated agreement on reorganizing Rakuten Group's FinTech business, including Rakuten Bank, through share deliveries that would make Rakuten Card and Rakuten Securities Holdings subsidiaries.
Narrativ-Update • Jun 01

4755: FinTech Reorganization Will Pressure Margins And Limit Upside Potential

Analysts now estimate Rakuten Group's fair value at about ¥670, a reduction from roughly ¥692, reflecting adjustments to revenue growth, profit margin, discount rate, and a higher assumed future P/E multiple. What's in the News Board meeting scheduled for May 20, 2026 to consider an integrated agreement on reorganizing Rakuten Group's FinTech business, including Rakuten Bank, through share deliveries that would make Rakuten Card and Rakuten Securities Holdings subsidiaries of Rakuten Bank, among other agenda items (Key Developments).
Narrativ-Update • May 02

4755: FinTech Reorganization And Governance Changes Will Support A Stronger Outlook

Analysts have kept their fair value estimate for Rakuten Group steady at about ¥984 per share. This reflects largely unchanged assumptions around revenue growth, profit margins, discount rate and future P/E multiples in their refreshed price target work.
Narrativ-Update • Apr 17

4755: FinTech Reorganization And Governance Changes Will Support A Stronger Outlook

Analysts have trimmed their price target on Rakuten Group to ¥983.57 from ¥1,014.64, reflecting updated assumptions that pair slightly higher forecast revenue growth with modestly lower profit margins and a marginally adjusted future P/E estimate. What's in the News A board meeting is scheduled for February 25, 2026, to consider restarting discussions on reorganizing Rakuten's FinTech business and to address other items on the agenda (company event filing).
Narrativ-Update • Apr 02

4755: FinTech Reorganization Talks And CFO Succession Will Shape Balanced Outlook

Analysts have trimmed their price target on Rakuten Group to ¥691.85. This reflects updated assumptions that now point to slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple.
Narrativ-Update • Mar 19

4755: Slightly Higher P/E Will Likely Offset Modest Margin And CFO Transition

Analysts have slightly raised their price target on Rakuten Group to ¥691.85 from ¥674.07, reflecting updated assumptions for revenue growth, profit margin, and future P/E multiples. What's in the News Rakuten Group plans for Group CFO Kenji Hirose to retire from the CFO role on March 27, 2026, with a move to Executive Fellow, signaling an upcoming transition in financial leadership (Key Developments).
Narrativ-Update • Mar 04

4755: Higher Future P/E Will Likely Outrun Softer Profit Margin Outlook

Analysts now see slightly lower upside for Rakuten Group, trimming their price target from around ¥692 to about ¥674. They are factoring in modestly softer revenue growth and profit margin assumptions, along with a higher future P/E expectation.
Narrativ-Update • Feb 18

4755: Connectivity Partnerships And Margin Improvement Will Support A Stronger Outlook

Analysts have trimmed their fair value estimate for Rakuten Group from ¥1,019.69 to ¥1,014.64. This reflects slightly lower assumed revenue growth and a modestly reduced future P/E, partly offset by a small uplift in projected profit margins and a lower discount rate.
Analyseartikel • Feb 14

Analysts Are Updating Their Rakuten Group, Inc. (TSE:4755) Estimates After Its Full-Year Results

Rakuten Group, Inc. ( TSE:4755 ) shareholders are probably feeling a little disappointed, since its shares fell 6.7% to...
Narrativ-Update • Feb 04

4755: Connectivity Ambitions And Higher P/E Will Likely Overstate Future Profit Margin Upside

Analysts have nudged their fair value estimate for Rakuten Group higher to ¥692.01 from ¥672.93, citing small uplifts in modeled revenue growth, profit margin assumptions, and the forward P/E multiple. What's in the News Rakuten Group, through Rakuten Symphony, signed a Memorandum of Understanding with VEON Ltd.'s Beeline Kazakhstan to explore collaboration on next generation connectivity and digital services in Kazakhstan (Key Developments).
Narrativ-Update • Jan 20

4755: Future Profit Margin Reliance Will Likely Overstate Merger And Connectivity Upside

Analysts have lifted their fair value estimate for Rakuten Group from ¥616.12 to ¥672.93 per share, reflecting updated views on the discount rate, revenue growth, profit margin outlook, and a revised future P/E assumption. What's in the News VEON Ltd.
Narrativ-Update • Jan 06

4755: U S Card IPO Review And Partnerships Will Shape Balanced Outlook

Analysts have maintained their fair value estimate for Rakuten Group at ¥1,019.69. This indicates no change in their overall price target, as their underlying assumptions for discount rate, revenue growth, profit margin and future P/E remain essentially consistent with prior views.
Narrativ-Update • Dec 23

4755: U S Card IPO Plans And Impairment Will Shape Outlook

Analysts have nudged their fair value estimate for Rakuten Group slightly higher from ¥1,018.13 to ¥1,019.69. This reflects modestly stronger revenue growth expectations that more than offset a small downward revision in long term profit margin assumptions.
Narrativ-Update • Dec 08

4755: U S Listing Plans And Impairment Charge Will Shape Outlook

Analysts have modestly raised their price target on Rakuten Group from ¥1,007.50 to ¥1,018.13, citing slightly stronger expected revenue growth, improving profit margins, and a lower anticipated future P/E multiple that together support a marginally higher fair value. What's in the News Rakuten is exploring a potential U.S. IPO of its credit card business, alongside alternatives such as a partial stake sale to a strategic investor, following Mizuho’s earlier purchase of a 15% stake for about $1.1 billion (Reuters).
Analyseartikel • Dec 03

What You Can Learn From Rakuten Group, Inc.'s (TSE:4755) P/S

There wouldn't be many who think Rakuten Group, Inc.'s ( TSE:4755 ) price-to-sales (or "P/S") ratio of 0.8x is worth a...
Narrativ-Update • Nov 24

4755: U S Listing Plans and Impairment Loss Will Influence Future Performance

Analysts have slightly increased their fair value estimate for Rakuten Group to ¥1,007.50 from ¥997.81. This adjustment reflects updated forecasts for profit margin improvements, despite minor downward revisions to revenue growth expectations.
Narrativ-Update • Nov 10

4755: U S Listing Discussions and Impairment Charge Will Shape Outlook

Analysts have maintained their price target for Rakuten Group at ¥997.81, citing continued stability in key valuation factors and minimal changes in financial assumptions. What's in the News Rakuten is considering a U.S. IPO of its credit card unit.
Narrativ-Update • Oct 27

Credit Card IPO Plans And Improved Margins Will Drive Future Performance

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.
Narrativ-Update • Oct 13

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group's analyst price target has seen a modest increase from ¥979.06 to ¥987.19. This reflects analysts' expectations for slightly higher revenue growth and stable profit margins in upcoming periods.
Narrativ-Update • Sep 29

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group’s fair value estimate was revised only slightly higher to ¥979, as both future P/E and net profit margin projections remained virtually unchanged. Valuation Changes Summary of Valuation Changes for Rakuten Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥968 to ¥979.
Narrativ-Update • Sep 14

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group's valuation has improved due to a notable increase in net profit margin and a significant decline in future P/E, leading analysts to revise their consensus price target slightly upward from ¥955 to ¥968. Valuation Changes Summary of Valuation Changes for Rakuten Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥955 to ¥968.
Narrativ-Update • Aug 27

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

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.
Analyseartikel • Aug 13

Results: Rakuten Group, Inc. Delivered A Surprise Loss And Now Analysts Have New Forecasts

It's been a pretty great week for Rakuten Group, Inc. ( TSE:4755 ) shareholders, with its shares surging 11% to JP¥838...
Analyseartikel • Aug 09

Why Investors Shouldn't Be Surprised By Rakuten Group, Inc.'s (TSE:4755) P/S

There wouldn't be many who think Rakuten Group, Inc.'s ( TSE:4755 ) price-to-sales (or "P/S") ratio of 0.7x is worth a...
User avatar
Neues Narrativ • Nov 24

Critical Growth In Global Markets And AI Innovation To Drive Revenue And Profitability

AI-driven efficiencies and international expansion are expected to boost revenue and competitive advantages through improved margins and personalized customer retention.

Gewinn- und Umsatzwachstumsprognosen

TSE:4755 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (JPY Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20283,122,47399,153433,834886,03410
12/31/20272,927,16048,289308,106753,54713
12/31/20262,730,103-45,126183,601472,67113
3/31/20262,577,454-123,063452,495674,750N/A
12/31/20252,496,575-177,886218,125424,093N/A
9/30/20252,449,247-163,37886,863290,138N/A
6/30/20252,387,398-210,915184,874391,245N/A
3/31/20252,328,313-193,51993,782304,291N/A
12/31/20242,279,233-162,442947,6451,190,882N/A
9/30/20242,197,697-281,3841,100,2491,382,032N/A
6/30/20242,149,423-275,450845,6291,150,092N/A
3/31/20242,109,304-299,300658,068995,624N/A
12/31/20232,071,315-339,473373,035724,192N/A
9/30/20232,054,409-323,241-21,086351,133N/A
6/30/20232,007,080-336,252-185,294212,888N/A
3/31/20231,966,386-364,039-606,910-171,452N/A
12/31/20221,927,878-372,884-697,360-257,947N/A
9/30/20221,845,891-299,656-733,201-282,494N/A
6/30/20221,781,684-245,007-336,496109,119N/A
3/31/20221,727,371-200,097-58,206360,692N/A
12/31/20211,681,757-133,828172,066582,707N/A
9/30/20211,615,922-134,990194,820611,066N/A
6/30/20211,570,441-152,152299,602711,215N/A
3/31/20211,515,608-104,023519,537910,549N/A
12/31/20201,455,538-114,199656,3171,041,391N/A
9/30/20201,398,341-89,242731,6561,060,637N/A
6/30/20201,356,056-159,622504,044784,883N/A
3/31/20201,315,081-172,188267,873520,138N/A
12/31/20191,263,932-31,888N/A318,320N/A
9/30/20191,216,93120,242N/A190,795N/A
6/30/20191,175,963178,009N/A301,504N/A
3/31/20191,139,903229,842N/A191,157N/A
12/31/20181,101,480142,282N/A145,615N/A
9/30/20181,058,327145,861N/A135,807N/A
6/30/20181,016,545134,792N/A65,026N/A
3/31/2018974,268102,946N/A120,450N/A
12/31/2017944,474110,585N/A162,056N/A
9/30/2017899,03666,700N/A57,314N/A
6/30/2017853,10051,742N/A99,706N/A
3/31/2017813,69351,310N/A-97,708N/A
12/31/2016781,91637,995N/A30,700N/A
9/30/2016758,20145,723N/A108,937N/A
6/30/2016750,45543,232N/A-24,066N/A
3/31/2016735,03641,986N/A137,084N/A
12/31/2015713,55544,436N/A78,245N/A
9/30/2015689,06070,946N/A70,384N/A
6/30/2015653,96975,300N/A147,349N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 4755 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (0.8%).

Ertrag vs. Markt: 4755 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: 4755 wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: 4755Die Einnahmen des Unternehmens (6.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt JP (6.4% pro Jahr).

Hohe Wachstumseinnahmen: 4755Die Einnahmen des Unternehmens (6.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 4755Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (7%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/25 19:37
Aktienkurs zum Tagesende2026/06/25 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Rakuten Group, Inc. wird von 28 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc