View Future GrowthMercari 過去の業績過去 基準チェック /46Mercariは、平均年間52.3%の収益成長を遂げていますが、 Multiline Retail業界の収益は、年間 減少しています。収益は、平均年間0.2% 12.2%収益成長率で 成長しています。 Mercariの自己資本利益率は28.1%であり、純利益率は15.7%です。主要情報52.26%収益成長率51.81%EPS成長率Multiline Retail 業界の成長6.54%収益成長率12.22%株主資本利益率28.11%ネット・マージン15.66%次回の業績アップデート05 Aug 2026最近の業績更新お知らせ • Feb 25+ 1 more updateMercari, Inc. to Report Q3, 2026 Results on May 11, 2026Mercari, Inc. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on May 11, 2026お知らせ • Jan 06Mercari, Inc. to Report Q2, 2026 Results on Feb 09, 2026Mercari, Inc. announced that they will report Q2, 2026 results on Feb 09, 2026お知らせ • Oct 02Mercari, Inc. to Report Q1, 2026 Results on Nov 07, 2025Mercari, Inc. announced that they will report Q1, 2026 results on Nov 07, 2025Reported Earnings • Nov 07First quarter 2025 earnings released: EPS: JP¥17.89 (vs JP¥17.27 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.89 (up from JP¥17.27 in 1Q 2024). Revenue: JP¥44.9b (up 1.5% from 1Q 2024). Net income: JP¥2.93b (up 4.3% from 1Q 2024). Profit margin: 6.5% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.お知らせ • Oct 17+ 2 more updatesMercari, Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025Mercari, Inc. announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on Aug 05, 2025お知らせ • Aug 15Mercari, Inc. to Report Q1, 2025 Results on Nov 05, 2024Mercari, Inc. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Nov 05, 2024すべての更新を表示Recent updatesBoard Change • May 20High number of new directorsThere are 9 new directors who have joined the board in the last 3 years. Independent Outside Director Masahiro Kotosaka was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25+ 1 more updateMercari, Inc. to Report Q3, 2026 Results on May 11, 2026Mercari, Inc. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on May 11, 2026お知らせ • Jan 06Mercari, Inc. to Report Q2, 2026 Results on Feb 09, 2026Mercari, Inc. announced that they will report Q2, 2026 results on Feb 09, 2026お知らせ • Oct 02Mercari, Inc. to Report Q1, 2026 Results on Nov 07, 2025Mercari, Inc. announced that they will report Q1, 2026 results on Nov 07, 2025お知らせ • Aug 05Mercari, Inc., Annual General Meeting, Sep 25, 2025Mercari, Inc., Annual General Meeting, Sep 25, 2025.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €10.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 80% over the past three years.Reported Earnings • Nov 07First quarter 2025 earnings released: EPS: JP¥17.89 (vs JP¥17.27 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.89 (up from JP¥17.27 in 1Q 2024). Revenue: JP¥44.9b (up 1.5% from 1Q 2024). Net income: JP¥2.93b (up 4.3% from 1Q 2024). Profit margin: 6.5% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.お知らせ • Oct 17+ 2 more updatesMercari, Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025Mercari, Inc. announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on Aug 05, 2025お知らせ • Aug 15Mercari, Inc. to Report Q1, 2025 Results on Nov 05, 2024Mercari, Inc. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Nov 05, 2024Reported Earnings • Aug 14Full year 2024 earnings released: EPS: JP¥82.47 (vs JP¥81.01 in FY 2023)Full year 2024 results: EPS: JP¥82.47 (up from JP¥81.01 in FY 2023). Revenue: JP¥187.4b (up 8.9% from FY 2023). Net income: JP¥13.5b (up 3.0% from FY 2023). Profit margin: 7.2% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.お知らせ • Aug 13Mercari, Inc., Annual General Meeting, Sep 25, 2024Mercari, Inc., Annual General Meeting, Sep 25, 2024.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €10.80, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €12.36 per share.Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €12.80. The fair value is estimated to be €10.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €12.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €9.91 per share.Buy Or Sell Opportunity • Jul 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €12.20. The fair value is estimated to be €10.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €11.70, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 41% over the past year.Reported Earnings • May 10Third quarter 2024 earnings released: EPS: JP¥25.74 (vs JP¥23.87 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.74 (up from JP¥23.87 in 3Q 2023). Revenue: JP¥48.5b (up 11% from 3Q 2023). Net income: JP¥4.20b (up 9.1% from 3Q 2023). Profit margin: 8.7% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe.お知らせ • May 10Mercari, Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2024Mercari, Inc. provided consolidated earnings guidance for the year ending June 30, 2024. For the year, the company expects revenue to be JPY 190,000 million, operating profit to be JPY 16,500 million, profit attributable to owners of parent to be JPY 12,000 million and Basic earnings per share to be JPY 73.60.New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Apr 03Mercari, Inc. to Report Q4, 2024 Results on Aug 13, 2024Mercari, Inc. announced that they will report Q4, 2024 results at 3:00 PM, Tokyo Standard Time on Aug 13, 2024お知らせ • Mar 28Mercari Becomes to Offer Zero Selling FeesMercari announced the elimination of selling fees as part of an all-new business model. At a time when other marketplaces are raising fees for sellers, Mercari is doing just the opposite by becoming the first and only major U.S. resale marketplace to offer zero selling fees. This new model will be applied to all new listings starting and will roll out sitewide in the coming weeks. In addition to zero selling fees, Mercari is simplifying the buying experience with an all-new returns policy. As part of this policy shift, buyers will be charged a service fee allowing for hassle-free returns. For the first time ever, Mercari shoppers can now initiate a return within three days for any reason with the assurance of a refund, less applicable fees. This new policy applies to all items across the platform including games and toys, collectibles, trading cards, rare vintage finds, fashion, home goods, beauty, and even authenticated luxury goods. This new fee structure is the first of its kind in the U.S. online resale category and makes Mercari the only major marketplace to offer no listing and no selling fees, in addition to the nationwide shipping discounts the company already offers.Reported Earnings • Feb 14Second quarter 2024 earnings released: EPS: JP¥10.67 (vs JP¥4.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.67 (up from JP¥4.90 in 2Q 2023). Revenue: JP¥48.1b (up 8.7% from 2Q 2023). Net income: JP¥1.74b (up 120% from 2Q 2023). Profit margin: 3.6% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.お知らせ • Jan 12+ 1 more updateMercari, Inc. to Report Q2, 2024 Results on Feb 13, 2024Mercari, Inc. announced that they will report Q2, 2024 results on Feb 13, 2024Reported Earnings • Nov 15First quarter 2024 earnings released: EPS: JP¥17.27 (vs JP¥2.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.27 (up from JP¥2.56 in 1Q 2023). Revenue: JP¥44.3b (up 11% from 1Q 2023). Net income: JP¥2.81b (up JP¥2.40b from 1Q 2023). Profit margin: 6.3% (up from 1.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe.Board Change • Oct 06High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Mayumi Tochinoki was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 28Mercari, Inc. to Report Q1, 2024 Results on Nov 13, 2023Mercari, Inc. announced that they will report Q1, 2024 results on Nov 13, 2023Buying Opportunity • Sep 01Now 22% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €25.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Reported Earnings • Aug 11Full year 2023 earnings released: EPS: JP¥81.01 (vs JP¥47.33 loss in FY 2022)Full year 2023 results: EPS: JP¥81.01 (up from JP¥47.33 loss in FY 2022). Revenue: JP¥172.1b (up 17% from FY 2022). Net income: JP¥13.1b (up JP¥20.6b from FY 2022). Profit margin: 7.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.お知らせ • Aug 03Mercari, Inc. Revises Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2023Mercari, Inc. revised consolidated and non-consolidated earnings guidance for the fiscal year ending June 30, 2023. For the year, on consolidated basis, company expects net sales to be ¥172,000 million against the previous guidance of ¥170,000 million. Operating profit to be ¥17,000 million as compared to previous guidance of ¥13,500 million. Net profit attributable to owners of parent to be ¥13,000 million as compared to previous guidance of ¥8,300 million. Basic earnings per share o be ¥80.58 as compared to previous guidance of ¥51.47.For the year, on non-consolidated basis, company expects net sales to be ¥101,600 million against the previous guidance of ¥100,000 million. Operating profit to be ¥27,200 million as compared to previous guidance of ¥25,500 million. Net profit to be ¥7,200 million as compared to previous guidance of ¥5,200 million. Basic earnings per share o be ¥44.63 as compared to previous guidance of ¥32.24.お知らせ • Jun 23Mercari, Inc., Annual General Meeting, Sep 28, 2023Mercari, Inc., Annual General Meeting, Sep 28, 2023. Agenda: To consider transition from a company with a board of corporate auditors to a company with three committees (Nominating Committee, Compensation Committee and Audit Committee).お知らせ • May 12Mercari, Inc. to Report Q4, 2023 Results on Aug 10, 2023Mercari, Inc. announced that they will report Q4, 2023 results at 3:00 PM, Tokyo Standard Time on Aug 10, 2023Reported Earnings • Apr 30Third quarter 2023 earnings released: EPS: JP¥23.87 (vs JP¥31.10 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.87 (up from JP¥31.10 loss in 3Q 2022). Revenue: JP¥43.6b (up 13% from 3Q 2022). Net income: JP¥3.85b (up JP¥8.83b from 3Q 2022). Profit margin: 8.8% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe.Reported Earnings • Feb 08Second quarter 2023 earnings released: EPS: JP¥4.90 (vs JP¥16.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.90 (up from JP¥16.33 loss in 2Q 2022). Revenue: JP¥44.3b (up 18% from 2Q 2022). Net income: JP¥790.0m (up JP¥3.40b from 2Q 2022). Profit margin: 1.8% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in Germany.Board Change • Nov 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Makiko Shinoda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥2.56 (vs JP¥0.75 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥2.56 (up from JP¥0.75 loss in 1Q 2022). Revenue: JP¥40.0b (up 19% from 1Q 2022). Net income: JP¥412.0m (up JP¥531.0m from 1Q 2022). Profit margin: 1.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany.お知らせ • Nov 08Mercari, Inc. to Report Q2, 2023 Results on Feb 07, 2023Mercari, Inc. announced that they will report Q2, 2023 results on Feb 07, 2023Reported Earnings • Nov 02First quarter 2023 earnings released: EPS: JP¥2.56 (vs JP¥0.75 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥2.56 (up from JP¥0.75 loss in 1Q 2022). Revenue: JP¥40.0b (up 19% from 1Q 2022). Net income: JP¥412.0m (up JP¥531.0m from 1Q 2022). Profit margin: 1.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany.Reported Earnings • Aug 09Full year 2022 earnings released: JP¥47.33 loss per share (vs JP¥36.42 profit in FY 2021)Full year 2022 results: JP¥47.33 loss per share (down from JP¥36.42 profit in FY 2021). Revenue: JP¥147.0b (up 39% from FY 2021). Net loss: JP¥7.57b (down 232% from profit in FY 2021). Over the next year, revenue is forecast to grow 14%, compared to a 32% growth forecast for the retail industry in Germany.Reported Earnings • Apr 30Third quarter 2022 earnings released: JP¥31.10 loss per share (vs JP¥3.40 loss in 3Q 2021)Third quarter 2022 results: JP¥31.10 loss per share (down from JP¥3.40 loss in 3Q 2021). Revenue: JP¥38.5b (up 34% from 3Q 2021). Net loss: JP¥4.98b (loss widened JP¥4.45b from 3Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 41% growth forecast for the industry in Germany.Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 50%. The fair value is estimated to be JP¥28.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% per annum over the last 3 years. Earnings per share has grown by 74% per annum over the last 3 years.Buying Opportunity • Feb 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 47%. The fair value is estimated to be JP¥34.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% per annum over the last 3 years. Earnings per share has grown by 74% per annum over the last 3 years.Reported Earnings • Feb 04Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: JP¥16.33 loss per share (down from JP¥1.08 loss in 2Q 2021). Revenue: JP¥37.6b (up 44% from 2Q 2021). Net loss: JP¥2.61b (loss widened JP¥2.44b from 2Q 2021). Revenue exceeded analyst estimates by 18%. Over the next year, revenue is forecast to grow 29%, compared to a 48% growth forecast for the industry in Germany.お知らせ • Dec 17Mercari, Inc. to Launch Its First Ever Experiential Pop-Up ShopMercari, Inc. announced the launch of its first ever experiential pop-up shop, a unique in-person selling experience designed to educate consumers on the ease of selling secondhand goods and its impact on the reuse ecosystem. The shop will be located in the Stonestown Galleria in San Francisco, opening on December 29, 2021. Central to Mercari's mission is the idea of "reimagining reuse." Mercari operates around the ethos that unused items still have value and that it's a win-win for everyone if these items can find a new life with someone else. The San Francisco pop-up shop will feature four experiential zones to help customers do just that—say goodbye to their unused items so they can find a second life. Mercari users can sell almost anything from everyday household items to one-of-a-kind vintage treasures. For a limited time, customers are encouraged to bring their pre-loved items to Mercari's pop-up shop to receive up to $100 on the spot, by Venmo or Paypal. Customers can skip the online listing and shipping process and engage directly with on-site experts who will assess the value of each item. A $30 per item maximum will apply and customers must be at least 18 years of age or accompanied by an adult. Popular categories accepted at the pop-up include: clothing, toys and games, kitchenware, sports gear, home decor items and more. Mercari's pop-up shop will be located on the second floor in the Stonestown Galleria Mall in San Francisco, CA(3251 20th Ave, San Francisco, CA 94132). The in-person storefront will be open for a limited time, beginning December 29, 2021 through February 12, 2022.Reported Earnings • Nov 03First quarter 2022 earnings released: JP¥0.75 loss per share (vs JP¥27.37 profit in 1Q 2021)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥33.6b (up 52% from 1Q 2021). Net loss: JP¥119.0m (down 103% from profit in 1Q 2021).収支内訳Mercari の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:6TP 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26215,85733,813115,979031 Dec 25204,72729,316111,811030 Sep 25197,14928,168110,070030 Jun 25192,63326,114109,654031 Mar 25190,59616,439109,736031 Dec 24189,18216,295110,878030 Sep 24188,06013,583112,494030 Jun 24187,40713,461110,861031 Mar 24185,02916,768108,704031 Dec 23180,16516,418103,240030 Sep 23176,30615,46999,490030 Jun 23172,06413,07096,365031 Mar 23165,2615,19594,191031 Dec 22160,143-3,63998,925030 Sep 22153,444-7,03899,876030 Jun 22147,049-7,56998,500031 Mar 22138,915-5,56494,766031 Dec 21129,093-1,11989,117030 Sep 21117,5931,32080,952030 Jun 21106,1155,72075,815031 Mar 2199,8263,01673,177031 Dec 2091,495-4,55871,759030 Sep 2083,883-11,37872,912030 Jun 2076,275-22,77274,399031 Mar 2067,655-28,63574,382031 Dec 1960,888-23,39265,142030 Sep 1955,679-17,99056,759030 Jun 1951,683-13,76450,099031 Mar 1946,996-10,94844,264030 Jun 1835,765-7,04133,381030 Jun 1722,071-4,20722,126030 Jun 1612,256-34811,5130質の高い収益: 6TP 非現金収入 のレベルが高いです。利益率の向上: 6TPの現在の純利益率 (15.7%)は、昨年(8.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6TPの収益は過去 5 年間で年間52.3%増加しました。成長の加速: 6TPの過去 1 年間の収益成長率 ( 105.7% ) は、5 年間の平均 ( 年間52.3%を上回っています。収益対業界: 6TPの過去 1 年間の収益成長率 ( 105.7% ) はMultiline Retail業界30%を上回りました。株主資本利益率高いROE: 6TPの 自己資本利益率 ( 28.11% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 02:16終値2026/05/25 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mercari, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Yoshitaka NagaoBofA Global ResearchJunko YamamuraCitigroup IncKeiichi YoneshimaCitigroup Inc19 その他のアナリストを表示
お知らせ • Feb 25+ 1 more updateMercari, Inc. to Report Q3, 2026 Results on May 11, 2026Mercari, Inc. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on May 11, 2026
お知らせ • Jan 06Mercari, Inc. to Report Q2, 2026 Results on Feb 09, 2026Mercari, Inc. announced that they will report Q2, 2026 results on Feb 09, 2026
お知らせ • Oct 02Mercari, Inc. to Report Q1, 2026 Results on Nov 07, 2025Mercari, Inc. announced that they will report Q1, 2026 results on Nov 07, 2025
Reported Earnings • Nov 07First quarter 2025 earnings released: EPS: JP¥17.89 (vs JP¥17.27 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.89 (up from JP¥17.27 in 1Q 2024). Revenue: JP¥44.9b (up 1.5% from 1Q 2024). Net income: JP¥2.93b (up 4.3% from 1Q 2024). Profit margin: 6.5% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17+ 2 more updatesMercari, Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025Mercari, Inc. announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on Aug 05, 2025
お知らせ • Aug 15Mercari, Inc. to Report Q1, 2025 Results on Nov 05, 2024Mercari, Inc. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Nov 05, 2024
Board Change • May 20High number of new directorsThere are 9 new directors who have joined the board in the last 3 years. Independent Outside Director Masahiro Kotosaka was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25+ 1 more updateMercari, Inc. to Report Q3, 2026 Results on May 11, 2026Mercari, Inc. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on May 11, 2026
お知らせ • Jan 06Mercari, Inc. to Report Q2, 2026 Results on Feb 09, 2026Mercari, Inc. announced that they will report Q2, 2026 results on Feb 09, 2026
お知らせ • Oct 02Mercari, Inc. to Report Q1, 2026 Results on Nov 07, 2025Mercari, Inc. announced that they will report Q1, 2026 results on Nov 07, 2025
お知らせ • Aug 05Mercari, Inc., Annual General Meeting, Sep 25, 2025Mercari, Inc., Annual General Meeting, Sep 25, 2025.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €10.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 80% over the past three years.
Reported Earnings • Nov 07First quarter 2025 earnings released: EPS: JP¥17.89 (vs JP¥17.27 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.89 (up from JP¥17.27 in 1Q 2024). Revenue: JP¥44.9b (up 1.5% from 1Q 2024). Net income: JP¥2.93b (up 4.3% from 1Q 2024). Profit margin: 6.5% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17+ 2 more updatesMercari, Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025Mercari, Inc. announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on Aug 05, 2025
お知らせ • Aug 15Mercari, Inc. to Report Q1, 2025 Results on Nov 05, 2024Mercari, Inc. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Nov 05, 2024
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: JP¥82.47 (vs JP¥81.01 in FY 2023)Full year 2024 results: EPS: JP¥82.47 (up from JP¥81.01 in FY 2023). Revenue: JP¥187.4b (up 8.9% from FY 2023). Net income: JP¥13.5b (up 3.0% from FY 2023). Profit margin: 7.2% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Aug 13Mercari, Inc., Annual General Meeting, Sep 25, 2024Mercari, Inc., Annual General Meeting, Sep 25, 2024.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €10.80, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €12.36 per share.
Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €12.80. The fair value is estimated to be €10.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €12.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €9.91 per share.
Buy Or Sell Opportunity • Jul 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €12.20. The fair value is estimated to be €10.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €11.70, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 41% over the past year.
Reported Earnings • May 10Third quarter 2024 earnings released: EPS: JP¥25.74 (vs JP¥23.87 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.74 (up from JP¥23.87 in 3Q 2023). Revenue: JP¥48.5b (up 11% from 3Q 2023). Net income: JP¥4.20b (up 9.1% from 3Q 2023). Profit margin: 8.7% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe.
お知らせ • May 10Mercari, Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2024Mercari, Inc. provided consolidated earnings guidance for the year ending June 30, 2024. For the year, the company expects revenue to be JPY 190,000 million, operating profit to be JPY 16,500 million, profit attributable to owners of parent to be JPY 12,000 million and Basic earnings per share to be JPY 73.60.
New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Apr 03Mercari, Inc. to Report Q4, 2024 Results on Aug 13, 2024Mercari, Inc. announced that they will report Q4, 2024 results at 3:00 PM, Tokyo Standard Time on Aug 13, 2024
お知らせ • Mar 28Mercari Becomes to Offer Zero Selling FeesMercari announced the elimination of selling fees as part of an all-new business model. At a time when other marketplaces are raising fees for sellers, Mercari is doing just the opposite by becoming the first and only major U.S. resale marketplace to offer zero selling fees. This new model will be applied to all new listings starting and will roll out sitewide in the coming weeks. In addition to zero selling fees, Mercari is simplifying the buying experience with an all-new returns policy. As part of this policy shift, buyers will be charged a service fee allowing for hassle-free returns. For the first time ever, Mercari shoppers can now initiate a return within three days for any reason with the assurance of a refund, less applicable fees. This new policy applies to all items across the platform including games and toys, collectibles, trading cards, rare vintage finds, fashion, home goods, beauty, and even authenticated luxury goods. This new fee structure is the first of its kind in the U.S. online resale category and makes Mercari the only major marketplace to offer no listing and no selling fees, in addition to the nationwide shipping discounts the company already offers.
Reported Earnings • Feb 14Second quarter 2024 earnings released: EPS: JP¥10.67 (vs JP¥4.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.67 (up from JP¥4.90 in 2Q 2023). Revenue: JP¥48.1b (up 8.7% from 2Q 2023). Net income: JP¥1.74b (up 120% from 2Q 2023). Profit margin: 3.6% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Jan 12+ 1 more updateMercari, Inc. to Report Q2, 2024 Results on Feb 13, 2024Mercari, Inc. announced that they will report Q2, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15First quarter 2024 earnings released: EPS: JP¥17.27 (vs JP¥2.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.27 (up from JP¥2.56 in 1Q 2023). Revenue: JP¥44.3b (up 11% from 1Q 2023). Net income: JP¥2.81b (up JP¥2.40b from 1Q 2023). Profit margin: 6.3% (up from 1.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe.
Board Change • Oct 06High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Mayumi Tochinoki was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 28Mercari, Inc. to Report Q1, 2024 Results on Nov 13, 2023Mercari, Inc. announced that they will report Q1, 2024 results on Nov 13, 2023
Buying Opportunity • Sep 01Now 22% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €25.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Aug 11Full year 2023 earnings released: EPS: JP¥81.01 (vs JP¥47.33 loss in FY 2022)Full year 2023 results: EPS: JP¥81.01 (up from JP¥47.33 loss in FY 2022). Revenue: JP¥172.1b (up 17% from FY 2022). Net income: JP¥13.1b (up JP¥20.6b from FY 2022). Profit margin: 7.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Aug 03Mercari, Inc. Revises Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2023Mercari, Inc. revised consolidated and non-consolidated earnings guidance for the fiscal year ending June 30, 2023. For the year, on consolidated basis, company expects net sales to be ¥172,000 million against the previous guidance of ¥170,000 million. Operating profit to be ¥17,000 million as compared to previous guidance of ¥13,500 million. Net profit attributable to owners of parent to be ¥13,000 million as compared to previous guidance of ¥8,300 million. Basic earnings per share o be ¥80.58 as compared to previous guidance of ¥51.47.For the year, on non-consolidated basis, company expects net sales to be ¥101,600 million against the previous guidance of ¥100,000 million. Operating profit to be ¥27,200 million as compared to previous guidance of ¥25,500 million. Net profit to be ¥7,200 million as compared to previous guidance of ¥5,200 million. Basic earnings per share o be ¥44.63 as compared to previous guidance of ¥32.24.
お知らせ • Jun 23Mercari, Inc., Annual General Meeting, Sep 28, 2023Mercari, Inc., Annual General Meeting, Sep 28, 2023. Agenda: To consider transition from a company with a board of corporate auditors to a company with three committees (Nominating Committee, Compensation Committee and Audit Committee).
お知らせ • May 12Mercari, Inc. to Report Q4, 2023 Results on Aug 10, 2023Mercari, Inc. announced that they will report Q4, 2023 results at 3:00 PM, Tokyo Standard Time on Aug 10, 2023
Reported Earnings • Apr 30Third quarter 2023 earnings released: EPS: JP¥23.87 (vs JP¥31.10 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.87 (up from JP¥31.10 loss in 3Q 2022). Revenue: JP¥43.6b (up 13% from 3Q 2022). Net income: JP¥3.85b (up JP¥8.83b from 3Q 2022). Profit margin: 8.8% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe.
Reported Earnings • Feb 08Second quarter 2023 earnings released: EPS: JP¥4.90 (vs JP¥16.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.90 (up from JP¥16.33 loss in 2Q 2022). Revenue: JP¥44.3b (up 18% from 2Q 2022). Net income: JP¥790.0m (up JP¥3.40b from 2Q 2022). Profit margin: 1.8% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in Germany.
Board Change • Nov 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Makiko Shinoda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥2.56 (vs JP¥0.75 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥2.56 (up from JP¥0.75 loss in 1Q 2022). Revenue: JP¥40.0b (up 19% from 1Q 2022). Net income: JP¥412.0m (up JP¥531.0m from 1Q 2022). Profit margin: 1.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany.
お知らせ • Nov 08Mercari, Inc. to Report Q2, 2023 Results on Feb 07, 2023Mercari, Inc. announced that they will report Q2, 2023 results on Feb 07, 2023
Reported Earnings • Nov 02First quarter 2023 earnings released: EPS: JP¥2.56 (vs JP¥0.75 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥2.56 (up from JP¥0.75 loss in 1Q 2022). Revenue: JP¥40.0b (up 19% from 1Q 2022). Net income: JP¥412.0m (up JP¥531.0m from 1Q 2022). Profit margin: 1.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany.
Reported Earnings • Aug 09Full year 2022 earnings released: JP¥47.33 loss per share (vs JP¥36.42 profit in FY 2021)Full year 2022 results: JP¥47.33 loss per share (down from JP¥36.42 profit in FY 2021). Revenue: JP¥147.0b (up 39% from FY 2021). Net loss: JP¥7.57b (down 232% from profit in FY 2021). Over the next year, revenue is forecast to grow 14%, compared to a 32% growth forecast for the retail industry in Germany.
Reported Earnings • Apr 30Third quarter 2022 earnings released: JP¥31.10 loss per share (vs JP¥3.40 loss in 3Q 2021)Third quarter 2022 results: JP¥31.10 loss per share (down from JP¥3.40 loss in 3Q 2021). Revenue: JP¥38.5b (up 34% from 3Q 2021). Net loss: JP¥4.98b (loss widened JP¥4.45b from 3Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 41% growth forecast for the industry in Germany.
Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 50%. The fair value is estimated to be JP¥28.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% per annum over the last 3 years. Earnings per share has grown by 74% per annum over the last 3 years.
Buying Opportunity • Feb 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 47%. The fair value is estimated to be JP¥34.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% per annum over the last 3 years. Earnings per share has grown by 74% per annum over the last 3 years.
Reported Earnings • Feb 04Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: JP¥16.33 loss per share (down from JP¥1.08 loss in 2Q 2021). Revenue: JP¥37.6b (up 44% from 2Q 2021). Net loss: JP¥2.61b (loss widened JP¥2.44b from 2Q 2021). Revenue exceeded analyst estimates by 18%. Over the next year, revenue is forecast to grow 29%, compared to a 48% growth forecast for the industry in Germany.
お知らせ • Dec 17Mercari, Inc. to Launch Its First Ever Experiential Pop-Up ShopMercari, Inc. announced the launch of its first ever experiential pop-up shop, a unique in-person selling experience designed to educate consumers on the ease of selling secondhand goods and its impact on the reuse ecosystem. The shop will be located in the Stonestown Galleria in San Francisco, opening on December 29, 2021. Central to Mercari's mission is the idea of "reimagining reuse." Mercari operates around the ethos that unused items still have value and that it's a win-win for everyone if these items can find a new life with someone else. The San Francisco pop-up shop will feature four experiential zones to help customers do just that—say goodbye to their unused items so they can find a second life. Mercari users can sell almost anything from everyday household items to one-of-a-kind vintage treasures. For a limited time, customers are encouraged to bring their pre-loved items to Mercari's pop-up shop to receive up to $100 on the spot, by Venmo or Paypal. Customers can skip the online listing and shipping process and engage directly with on-site experts who will assess the value of each item. A $30 per item maximum will apply and customers must be at least 18 years of age or accompanied by an adult. Popular categories accepted at the pop-up include: clothing, toys and games, kitchenware, sports gear, home decor items and more. Mercari's pop-up shop will be located on the second floor in the Stonestown Galleria Mall in San Francisco, CA(3251 20th Ave, San Francisco, CA 94132). The in-person storefront will be open for a limited time, beginning December 29, 2021 through February 12, 2022.
Reported Earnings • Nov 03First quarter 2022 earnings released: JP¥0.75 loss per share (vs JP¥27.37 profit in 1Q 2021)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥33.6b (up 52% from 1Q 2021). Net loss: JP¥119.0m (down 103% from profit in 1Q 2021).