Mercari, Inc.

TSE:4385 Rapport sur les actions

Capitalisation boursière : JP¥831.1b

Mercari Dividendes et rachats

Dividende contrôle des critères 0/6

Mercari n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-0.002%

Rendement des rachats

Rendement total pour l'actionnaire-0.002%
Rendement futur des dividendes0.8%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit Jul 30

4385: Cross Border App Expansion Will Sustain Overvaluation Risk Despite Higher Earnings Assumptions

Analysts have raised their price target for Mercari from ¥2,812 to ¥3,400, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modestly higher future P/E multiple. What’s in the News for Mercari Mercari Japan launched a new standalone Mercari Japan app in the United States, creating a dedicated cross border shopping platform for American customers to buy items from Mercari and Mercari Shops in Japan.
Mise à jour du récit Jul 16

4385: Cross-Border App Expansion And Steady Margins Will Support Cash Flows

Analysts have modestly raised their Mercari price target from about ¥4,177 to roughly ¥4,415, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that slightly adjust their valuation framework. What's in the News Mercari Japan launched a new standalone Mercari Japan app for U.S. users, offering a dedicated cross-border shopping platform that connects American buyers with items listed on Mercari and Mercari Shops in Japan.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
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Nouveau récit 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.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de 4385 ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de 4385 ont augmenté.


Rendement des dividendes par rapport au marché

Mercari Rendement des dividendes par rapport au marché
Comment le rendement du dividende de 4385 se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (4385)n/a
25% du marché (JP)1.8%
25% du marché (JP)3.8%
Moyenne du secteur (Multiline Retail)1.3%
Analyste prévisionnel (4385) (jusqu'à 3 ans)0.8%

Dividende notable: Impossible d'évaluer le rendement des dividendes de 4385 par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de 4385 par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de 4385 afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car 4385 n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/09 16:11
Cours de l'action en fin de journée2026/08/07 00:00
Les revenus2026/06/30
Revenus annuels2026/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Mercari, Inc. est couverte par 17 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc
Shingo KumazawaDaiwa Securities Co. Ltd.