Mercari, Inc.

Informe acción TSE:4385

Capitalización de mercado: JP¥790.5b

Mercari Dividendos y recompras

Dividendo controles de criterios 0/6

Mercari no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-0.002%

Rendimiento de la recompra

Rendimiento total para el accionista-0.002%
Rendimiento futuro de los dividendos0.8%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Actualización de narrativa Jul 02

4385: U.S. Cross-Border App Expansion Will Support A Higher Future Earnings Multiple

Mercari's implied fair value has shifted from ¥3,500.0 to approximately ¥5,488.34, reflecting analysts' updated assumptions for higher revenue growth, a slightly different discount rate, a modestly lower profit margin, and a higher future P/E multiple. What’s in the News for Mercari Mercari Japan launched a new standalone Mercari Japan app in the U.S., offering American users a dedicated cross-border shopping platform to buy items from Japan’s Mercari and Mercari Shops marketplaces.
Actualización de narrativa Jun 18

4385: Revised Guidance And User Trends Will Support Steady Cash Flows

Analysts have lifted their fair value estimate for Mercari to ¥4,176.92 from ¥3,848.46, citing updated assumptions for slightly lower discount rates, modestly higher projected revenue growth and profit margins, as well as a higher future P/E multiple. What’s in the News for Mercari Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million, compared with its previous range of ¥210,000 million to ¥220,000 million.
Actualización de narrativa Jun 03

4385: Raised Revenue Guidance Will Sustain Overvaluation Risk Despite Higher Discount Rate

Analysts have raised Mercari's fair value estimate from ¥2,700 to about ¥2,812, citing updated assumptions around discount rates, revenue, profit margins, and future P/E multiples that refine their overall outlook on the stock. 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 its previous range of ¥210,000 million to ¥220,000 million.
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...
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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.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de 4385 han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de 4385 han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Mercari vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de 4385 con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (4385)n/a
Suelo de mercado 25% (JP)1.8%
Techo de mercado 25% (JP)3.8%
Media de la industria (Multiline Retail)1.4%
Analista de previsiones (4385) (hasta 3 años)0.8%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de 4385 en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de 4385 en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de 4385 para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que 4385 no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/11 00:08
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 contamos con 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 21 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.

AnalistaInstitución
Yoshitaka NagaoBofA Global Research
Junko YamamuraCitigroup Inc
Keiichi YoneshimaCitigroup Inc