Rakuten Group (4755) Panoramica del titolo
Rakuten Group, Inc. fornisce servizi di e-commerce, fintech, contenuti digitali e comunicazioni a vari utenti in Giappone e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
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4755 Community Fair Values
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Analyst Price Targets
Concorrenti di Rakuten Group, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥763.80 |
| Massimo di 52 settimane | JP¥1,068.50 |
| Minimo di 52 settimane | JP¥686.10 |
| Beta | 0.91 |
| Variazione di 1 mese | -5.72% |
| Variazione a 3 mesi | -1.86% |
| Variazione di 1 anno | -11.39% |
| Variazione a 3 anni | 42.77% |
| Variazione a 5 anni | -27.26% |
| Variazione dall'IPO | 103.68% |
Notizie e aggiornamenti recenti
Articolo di analisi • Aug 12
Earnings Beat: Rakuten Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
There's been a notable change in appetite for Rakuten Group, Inc. ( TSE:4755 ) shares in the week since its half-yearly...
Aggiornamento narrativa • Aug 11
4755: Rich P/E And AI Advertising Tailwinds Will Limit Future Upside
Analysts now see Rakuten Group's fair value at ¥580.83 per share, down from ¥633.55, citing updated assumptions for more moderate revenue growth, a slightly lower profit margin, and a marginally higher future P/E multiple. What’s in the News for Rakuten Group Rakuten Group reported its first net income in six years for the second calendar quarter, with management linking the result to earnings contributions from advertising and artificial intelligence driven services.Recent updates
Articolo di analisi • Aug 12
Earnings Beat: Rakuten Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
There's been a notable change in appetite for Rakuten Group, Inc. ( TSE:4755 ) shares in the week since its half-yearly...Aggiornamento narrativa • Aug 11
4755: Rich P/E And AI Advertising Tailwinds Will Limit Future Upside
Analysts now see Rakuten Group's fair value at ¥580.83 per share, down from ¥633.55, citing updated assumptions for more moderate revenue growth, a slightly lower profit margin, and a marginally higher future P/E multiple. What’s in the News for Rakuten Group Rakuten Group reported its first net income in six years for the second calendar quarter, with management linking the result to earnings contributions from advertising and artificial intelligence driven services.
Aggiornamento narrativa • Jul 14
4755: FinTech Reorganization And Partnerships Will Support A Stronger Outlook
Rakuten Group's analyst price target has shifted from about ¥983.57 to about ¥922.86. Analysts point to updated assumptions for revenue growth, profit margins, the discount rate and a lower forward P/E as the key drivers of this change.Aggiornamento narrativa • Jun 30
4755: Rich P/E And Sponsorship Push Will Limit Future Upside
Analysts have modestly reduced their price target for Rakuten Group to ¥633.55 from ¥647.25, reflecting updated views on fair value, revenue growth, profit margins, and future P/E assumptions. What's in the News Rakuten Group and Golden State Group extended their multi-year partnership covering the Golden State Warriors, Golden State Valkyries and Santa Cruz Warriors, with a continued focus on fan engagement and community initiatives, including more than $12 million in contributions to the Golden State Community Foundation.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Rendimenti per gli azionisti
| 4755 | JP Multiline Retail | JP Mercato | |
|---|---|---|---|
| 7D | -13.8% | -2.1% | 2.9% |
| 1Y | -11.4% | 13.1% | 34.0% |
Ritorno vs Industria: 4755 ha avuto una performance inferiore rispetto al JP Multiline Retail che ha registrato un rendimento 13.1 % nell'ultimo anno.
Rendimento vs Mercato: 4755 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 34 % nell'ultimo anno.
Volatilità dei prezzi
| 4755 volatility | |
|---|---|
| 4755 Average Weekly Movement | 6.1% |
| Multiline Retail Industry Average Movement | 4.8% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.2% |
Prezzo delle azioni stabile: 4755 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di 4755 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1997 | 29,419 | Mickey Mikitani | global.rakuten.com/corp |
Rakuten Group, Inc. fornisce servizi di e-commerce, fintech, contenuti digitali e comunicazioni a vari utenti in Giappone e a livello internazionale. L'azienda opera attraverso tre segmenti: Servizi Internet, FinTech e Mobile. L'azienda gestisce una serie di siti di e-commerce, come Rakuten Ichiba, un centro commerciale su Internet, e siti di cash-back online, siti di prenotazione viaggi, portali e siti di contenuti digitali, oltre a offrire servizi di messaggistica.
Rakuten Group, Inc. Riepilogo dei fondamenti
| 4755 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥1.67t |
| Utili (TTM) | -JP¥64.39b |
| Ricavi(TTM) | JP¥2.65t |
0.6x
Rapporto P/S-25.9x
Rapporto P/E4755 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 4755 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥2.65t |
| Costo del fatturato | JP¥2.11t |
| Profitto lordo | JP¥534.14b |
| Altre spese | JP¥598.53b |
| Utili | -JP¥64.39b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Nov 13, 2026
| Utile per azione (EPS) | -29.52 |
| Margine lordo | 20.18% |
| Margine di profitto netto | -2.43% |
| Rapporto debito/patrimonio netto | 363.8% |
Come si è comportato 4755 nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/14 05:18 |
| Prezzo dell'azione a fine giornata | 2026/08/14 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Rakuten Group, Inc. è coperta da 28 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |