Rakuten Group, Inc.

Report azionario TSE:4755

Capitalizzazione di mercato: JP¥1.6t

Rakuten Group Crescita futura

Criteri Future verificati 3/6

Rakuten Group prevede che gli utili e i ricavi cresceranno rispettivamente di 62.3% e 6.3% all'anno. Si prevede che l'EPS crescerà di 61.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7% in 3 anni.

Informazioni chiave

62.3%

Tasso di crescita degli utili

61.54%

Tasso di crescita dell'EPS

Multiline Retail crescita degli utili18.5%
Tasso di crescita dei ricavi6.3%
Rendimento futuro del capitale proprio7.03%
Copertura analitica

Good

Ultimo aggiornamento18 Jun 2026

Aggiornamenti recenti sulla crescita futura

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...

Recent updates

Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

TSE:4755 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283,122,47393,103550,704886,03410
12/31/20272,927,16048,289396,883753,54713
12/31/20262,730,103-45,126174,425472,67113
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che 4755 diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 0.8% ).

Guadagni vs Mercato: Si prevede che 4755 diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede 4755 diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di 4755 ( 6.3% all'anno) crescerà più lentamente rispetto al mercato JP ( 6.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 4755 ( 6.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 4755 sarà basso tra 3 anni ( 7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/22 09:58
Prezzo dell'azione a fine giornata2026/06/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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. 13 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.

AnalistaIstituzione
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc