Mercari (4385) Resumen de Acciones
Mercari, Inc. planifica, desarrolla y explota aplicaciones de mercado de Mercari en Japón y Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
4385 Community Fair Values
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Analyst Price Targets
Competidores de Mercari, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥4,201.00 |
| Máximo en las últimas 52 semanas | JP¥4,330.00 |
| Mínimo de 52 semanas | JP¥2,069.00 |
| Beta | 1 |
| Cambio en 1 mes | 3.22% |
| Variación en 3 meses | 17.18% |
| Cambio de 1 año | 80.92% |
| Variación en 3 años | 52.60% |
| Variación en 5 años | -19.83% |
| Variación desde la OPV | -20.74% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 19
4385: Revised Guidance And User Retention Will Support Steady Cash Flows
Analysts have lifted their fair value estimate for Mercari from about ¥3,303 to roughly ¥3,848, reflecting updated assumptions around revenue growth, profit margins, and future P/E ratios. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million compared with the prior range of ¥210,000 million to ¥220,000 million (company guidance).Artículo de análisis • May 19
There May Be Underlying Issues With The Quality Of Mercari's (TSE:4385) Earnings
Despite posting some strong earnings, the market for Mercari, Inc.'s ( TSE:4385 ) stock hasn't moved much. Our analysis...Artículo de análisis • May 14
Earnings Beat: Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Mercari, Inc. ( TSE:4385 ) defied analyst predictions to release its third-quarter results, which were ahead of market...
Actualización de narrativa • May 03
4385: Raised Guidance Will Sustain Overvaluation Risk Despite Stable Profitability Assumptions
Analysts have reaffirmed Mercari's price target at ¥2,700, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that are broadly consistent with prior views. What's in the News Mercari raised consolidated revenue guidance for the year ending June 30, 2026 to ¥210,000 million to ¥220,000 million, compared with the previous range of ¥200,000 million to ¥210,000 million (company guidance).Recent updates
Actualización de narrativa • May 19
4385: Revised Guidance And User Retention Will Support Steady Cash Flows
Analysts have lifted their fair value estimate for Mercari from about ¥3,303 to roughly ¥3,848, reflecting updated assumptions around revenue growth, profit margins, and future P/E ratios. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million compared with the prior range of ¥210,000 million to ¥220,000 million (company guidance).Artículo de análisis • May 19
There May Be Underlying Issues With The Quality Of Mercari's (TSE:4385) Earnings
Despite posting some strong earnings, the market for Mercari, Inc.'s ( TSE:4385 ) stock hasn't moved much. Our analysis...Artículo de análisis • May 14
Earnings Beat: Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Mercari, Inc. ( TSE:4385 ) defied analyst predictions to release its third-quarter results, which were ahead of market...Actualización de narrativa • May 03
4385: Raised Guidance Will Sustain Overvaluation Risk Despite Stable Profitability Assumptions
Analysts have reaffirmed Mercari's price target at ¥2,700, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that are broadly consistent with prior views. What's in the News Mercari raised consolidated revenue guidance for the year ending June 30, 2026 to ¥210,000 million to ¥220,000 million, compared with the previous range of ¥200,000 million to ¥210,000 million (company guidance).Actualización de narrativa • Apr 18
4385: Raised Guidance And Higher P/E Assumptions Will Sustain Overvaluation Risk
Analysts have lifted their price target on Mercari from ¥2,500 to ¥2,700, citing adjustments to the discount rate, revenue growth, profit margin assumptions, and a higher future P/E multiple in their updated models. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, providing updated revenue and core operating profit ranges.Artículo de análisis • Apr 07
At JP¥3,930, Is Mercari, Inc. (TSE:4385) Worth Looking At Closely?
Mercari, Inc. ( TSE:4385 ), is not the largest company out there, but it led the TSE gainers with a relatively large...Actualización de narrativa • Apr 04
4385: Raised Guidance And Rich Margin Assumptions Will Sustain Overvaluation Risk
Analysts have kept Mercari's price target at ¥2,500.00. They point to slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that still support the same overall valuation view.Actualización de narrativa • Mar 21
4385: Rich Profit Assumptions And Lower Future P/E Will Sustain Overvaluation Risk
Mercari's analyst price target is held at ¥2,500, as analysts balance a slightly higher discount rate with updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Mercari raised its consolidated revenue guidance for the year ending June 30, 2026 to a range of ¥210,000 million to ¥220,000 million, compared with the previous range of ¥200,000 million to ¥210,000 million (Key Developments).Actualización de narrativa • Mar 06
4385: Earnings Guidance Updates Will Gradually Support Stable Cash Flows And Margins
Analysts have nudged their fair value estimate for Mercari to ¥3,303 from ¥3,288, reflecting slightly adjusted views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, updating both its revenue and core operating profit ranges.Actualización de narrativa • Feb 20
4385: Future Cash Flows And Margins Will Gradually Stabilize With Modest Risk Reduction
Analysts have lifted their fair value estimate for Mercari from about ¥3,097 to roughly ¥3,288, citing updated assumptions for revenue growth, profit margins, and future P/E that slightly adjust the discount rate used in their models. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, providing updated ranges for revenue and core operating profit.Artículo de análisis • Feb 11
Mercari, Inc. (TSE:4385) Just Reported And Analysts Have Been Lifting Their Price Targets
Shareholders of Mercari, Inc. ( TSE:4385 ) will be pleased this week, given that the stock price is up 12% to JP¥3,567...Actualización de narrativa • Feb 06
4385: Future Cash Flows And Margins Will Gradually Stabilize With Modest Risk Reduction
Analysts have nudged their fair value estimate for Mercari higher from ¥2,938 to ¥3,097 as they factor in slightly lower discount rates, moderately stronger revenue growth assumptions, a firmer profit margin outlook, and a small adjustment to future P/E expectations. Valuation Changes Fair Value Estimate was raised from ¥2,938 to ¥3,097, reflecting a modest upward adjustment to the intrinsic value per share.Artículo de análisis • Feb 01
Here's Why We Think Mercari (TSE:4385) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Actualización de narrativa • Jan 23
4385: Lower Forward P/E And Rich Profit Assumptions Will Sustain Overvaluation Risk
Analysts have modestly adjusted their price target setup for Mercari, reflecting updated assumptions around revenue growth of 5.02%, a profit margin of 11.90% and a future P/E of 19.03x, while keeping fair value at ¥2,500. Valuation Changes Fair Value: Unchanged at ¥2,500, indicating the updated assumptions did not alter the overall valuation anchor.Actualización de narrativa • Jan 08
4385: Higher Future P/E Will Eventually Expose Overvaluation Risk
Analysts have increased their fair value estimate for Mercari to ¥2,500 from ¥1,984, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value Estimate was raised from ¥1,984 to ¥2,500, reflecting the updated model assumptions.Artículo de análisis • Dec 23
Investors Will Want Mercari's (TSE:4385) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Actualización de narrativa • Dec 18
4385: Future Cash Flows And Margins Will Gradually Stabilize With Modest Risk Reduction
Analysts have modestly raised their price target on Mercari from ¥2,773.85 to ¥2,938.33, citing slightly lower perceived risk, firmer expectations for mid single digit revenue growth, a gradual improvement in profit margins, and a marginally higher future earnings multiple. Valuation Changes The fair value estimate has risen slightly from ¥2,773.85 to ¥2,938.33, reflecting a modestly higher intrinsic valuation.Actualización de narrativa • Dec 04
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.Artículo de análisis • Nov 27
Is It Time To Consider Buying Mercari, Inc. (TSE:4385)?
Mercari, Inc. ( TSE:4385 ), is not the largest company out there, but it led the TSE gainers with a relatively large...Artículo de análisis • Nov 13
Mercari, Inc.'s (TSE:4385) 26% Price Boost Is Out Of Tune With Earnings
Mercari, Inc. ( TSE:4385 ) shareholders would be excited to see that the share price has had a great month, posting a...Artículo de análisis • Nov 11
Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next
Mercari, Inc. ( TSE:4385 ) just released its latest quarterly results and things are looking bullish. It was overall a...Artículo de análisis • Nov 02
Do Mercari's (TSE:4385) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Oct 04
Impressive Earnings May Not Tell The Whole Story For Mercari (TSE:4385)
Mercari, Inc. ( TSE:4385 ) announced strong profits, but the stock was stagnant. Our analysis suggests that this might...Actualización de narrativa • Sep 13
Advanced AI And International Expansion Will Drive Future Success
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.Artículo de análisis • Aug 08
Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that Mercari, Inc. ( TSE:4385 ) released its yearly result to the market. The early...Artículo de análisis • Aug 06
Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly
TSE:4385 1 Year Share Price vs Fair Value Explore Mercari's Fair Values from the Community and select yours Warren...Artículo de análisis • Jul 21
The Price Is Right For Mercari, Inc. (TSE:4385)
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...Artículo de análisis • Jul 07
Is There An Opportunity With Mercari, Inc.'s (TSE:4385) 33% Undervaluation?
Key Insights Mercari's estimated fair value is JP¥3,842 based on 2 Stage Free Cash Flow to Equity Current share price...Artículo de análisis • May 10
Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Mercari, Inc. ( TSE:4385 ) had a good week, as its shares rose 5.3% to close at JP¥2,386 following the...Artículo de análisis • Apr 30
Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Apr 16
Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?
While Mercari, Inc. ( TSE:4385 ) might not have the largest market cap around , it led the TSE gainers with a...Artículo de análisis • Apr 03
Mercari, Inc. (TSE:4385) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights Mercari's estimated fair value is JP¥3,289 based on 2 Stage Free Cash Flow to Equity Mercari's JP¥2,305...Artículo de análisis • Mar 07
There's Been No Shortage Of Growth Recently For Mercari's (TSE:4385) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Artículo de análisis • Feb 21
Concerns Surrounding Mercari's (TSE:4385) Performance
The market for Mercari, Inc.'s ( TSE:4385 ) stock was strong after it released a healthy earnings report last week...
Nueva narrativa • Feb 09
Transitioning Hallo To Paid Service Will Generate New Revenue Streams
Enhancing user experience and implementing user safety measures may boost engagement, trust, and retention, positively impacting revenue and margins.Artículo de análisis • Feb 09
Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Mercari, Inc. ( TSE:4385 ) defied analyst predictions to release its interim results, which were ahead of market...Artículo de análisis • Feb 07
Why Investors Shouldn't Be Surprised By Mercari, Inc.'s (TSE:4385) 36% Share Price Surge
Mercari, Inc. ( TSE:4385 ) shareholders would be excited to see that the share price has had a great month, posting a...Artículo de análisis • Jan 07
Here's Why Mercari (TSE:4385) Has A Meaningful Debt Burden
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Artículo de análisis • Dec 24
An Intrinsic Calculation For Mercari, Inc. (TSE:4385) Suggests It's 39% Undervalued
Key Insights The projected fair value for Mercari is JP¥2,938 based on 2 Stage Free Cash Flow to Equity Mercari's...Artículo de análisis • Nov 08
Why We're Not Concerned Yet About Mercari, Inc.'s (TSE:4385) 27% Share Price Plunge
Mercari, Inc. ( TSE:4385 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...Artículo de análisis • Oct 24
Mercari (TSE:4385) Shareholders Will Want The ROCE Trajectory To Continue
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Artículo de análisis • Aug 20
Mercari (TSE:4385) Strong Profits May Be Masking Some Underlying Issues
Mercari, Inc.'s ( TSE:4385 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...Artículo de análisis • Aug 16
Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Mercari, Inc. ( TSE:4385 ) recently reported its annual numbers. It looks like a credible result...Artículo de análisis • Aug 06
Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?
While Mercari, Inc. ( TSE:4385 ) might not have the largest market cap around , it saw significant share price movement...Artículo de análisis • Jul 23
Mercari, Inc.'s (TSE:4385) P/E Is On The Mark
Mercari, Inc.'s ( TSE:4385 ) price-to-earnings (or "P/E") ratio of 22.1x might make it look like a strong sell right...Artículo de análisis • Apr 16
Is Mercari (TSE:4385) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Feb 26
Mercari's (TSE:4385) Returns On Capital Are Heading Higher
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Rentabilidad de los accionistas
| 4385 | JP Multiline Retail | Mercado JP | |
|---|---|---|---|
| 7D | 0.7% | -0.7% | -0.5% |
| 1Y | 80.9% | 13.6% | 41.3% |
Rentabilidad vs. Industria: 4385 superó a la industria JP Multiline Retail, que obtuvo un rendimiento del 13.6% el año pasado.
Rentabilidad vs. Mercado: 4385 superó al mercado JP, que obtuvo un rendimiento del 41.3% el año pasado.
Volatilidad de los precios
| 4385 volatility | |
|---|---|
| 4385 Average Weekly Movement | 6.7% |
| Multiline Retail Industry Average Movement | 4.2% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.7% |
| 10% least volatile stocks in JP Market | 2.5% |
Precio estable de las acciones: 4385 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado JP.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 4385 (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2013 | 2,159 | Shintaro Yamada | www.mercari.com |
Mercari, Inc. planifica, desarrolla y opera aplicaciones de mercado Mercari en Japón y Estados Unidos. También se dedica a negocios relacionados con pagos, finanzas y criptoactivos. La empresa se constituyó en 2013 y tiene su sede en Tokio (Japón).
Resumen de fundamentos de Mercari, Inc.
| Estadísticas fundamentales de 4385 | |
|---|---|
| Capitalización bursátil | JP¥693.35b |
| Beneficios(TTM) | JP¥33.81b |
| Ingresos (TTM) | JP¥215.86b |
20.5x
Ratio precio-beneficio (PE)3.2x
Ratio precio-ventas (PS)¿Está 4385 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 4385 | |
|---|---|
| Ingresos | JP¥215.86b |
| Coste de los ingresos | JP¥57.41b |
| Beneficio bruto | JP¥158.44b |
| Otros gastos | JP¥124.63b |
| Beneficios | JP¥33.81b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 05, 2026
| Beneficios por acción (BPA) | 204.87 |
| Margen bruto | 73.40% |
| Margen de beneficio neto | 15.66% |
| Ratio deuda/patrimonio | 204.1% |
¿Cómo se ha desempeñado 4385 a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 19:56 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Mercari, Inc. está cubierta por 22 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Junko Yamamura | Citigroup Inc |
| Keiichi Yoneshima | Citigroup Inc |