Mercari（4385）株式概要
株式会社メルカリは、メルカリのマーケットプレイスアプリを日米で企画・開発・運営しています。 詳細
4385 Community Fair Values
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Analyst Price Targets
Mercari, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥4,239.00 |
| 52週高値 | JP¥4,330.00 |
| 52週安値 | JP¥2,069.00 |
| ベータ | 1 |
| 1ヶ月の変化 | 12.32% |
| 3ヶ月変化 | 15.35% |
| 1年変化 | 77.18% |
| 3年間の変化 | 47.03% |
| 5年間の変化 | -16.56% |
| IPOからの変化 | -20.02% |
最新ニュース
ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...
ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • Aug 08
Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that Mercari, Inc. ( TSE:4385 ) released its yearly result to the market. The early...分析記事 • Aug 06
Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly
TSE:4385 1 Year Share Price vs Fair Value Explore Mercari's Fair Values from the Community and select yours Warren...分析記事 • Jul 21
The Price Is Right For Mercari, Inc. (TSE:4385)
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...分析記事 • Jul 07
Is There An Opportunity With Mercari, Inc.'s (TSE:4385) 33% Undervaluation?
Key Insights Mercari's estimated fair value is JP¥3,842 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • May 10
Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Mercari, Inc. ( TSE:4385 ) had a good week, as its shares rose 5.3% to close at JP¥2,386 following the...分析記事 • Apr 30
Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Apr 16
Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?
While Mercari, Inc. ( TSE:4385 ) might not have the largest market cap around , it led the TSE gainers with a...分析記事 • Apr 03
Mercari, Inc. (TSE:4385) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights Mercari's estimated fair value is JP¥3,289 based on 2 Stage Free Cash Flow to Equity Mercari's JP¥2,305...分析記事 • Mar 07
There's Been No Shortage Of Growth Recently For Mercari's (TSE:4385) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Feb 21
Concerns Surrounding Mercari's (TSE:4385) Performance
The market for Mercari, Inc.'s ( TSE:4385 ) stock was strong after it released a healthy earnings report last week...
新しいナラティブ • 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.分析記事 • Feb 09
Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Mercari, Inc. ( TSE:4385 ) defied analyst predictions to release its interim results, which were ahead of market...分析記事 • Feb 07
Why Investors Shouldn't Be Surprised By Mercari, Inc.'s (TSE:4385) 36% Share Price Surge
Mercari, Inc. ( TSE:4385 ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Jan 07
Here's Why Mercari (TSE:4385) Has A Meaningful Debt Burden
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Dec 24
An Intrinsic Calculation For Mercari, Inc. (TSE:4385) Suggests It's 39% Undervalued
Key Insights The projected fair value for Mercari is JP¥2,938 based on 2 Stage Free Cash Flow to Equity Mercari's...分析記事 • Nov 08
Why We're Not Concerned Yet About Mercari, Inc.'s (TSE:4385) 27% Share Price Plunge
Mercari, Inc. ( TSE:4385 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...分析記事 • Oct 24
Mercari (TSE:4385) Shareholders Will Want The ROCE Trajectory To Continue
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Aug 20
Mercari (TSE:4385) Strong Profits May Be Masking Some Underlying Issues
Mercari, Inc.'s ( TSE:4385 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...分析記事 • Aug 16
Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Mercari, Inc. ( TSE:4385 ) recently reported its annual numbers. It looks like a credible result...分析記事 • Aug 06
Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?
While Mercari, Inc. ( TSE:4385 ) might not have the largest market cap around , it saw significant share price movement...分析記事 • Jul 23
Mercari, Inc.'s (TSE:4385) P/E Is On The Mark
Mercari, Inc.'s ( TSE:4385 ) price-to-earnings (or "P/E") ratio of 22.1x might make it look like a strong sell right...分析記事 • Apr 16
Is Mercari (TSE:4385) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 26
Mercari's (TSE:4385) Returns On Capital Are Heading Higher
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...株主還元
| 4385 | JP Multiline Retail | JP 市場 | |
|---|---|---|---|
| 7D | 0.9% | 1.3% | 1.9% |
| 1Y | 77.2% | 15.6% | 41.5% |
業界別リターン: 4385過去 1 年間で15.6 % の収益を上げたJP Multiline Retail業界を上回りました。
リターン対市場: 4385過去 1 年間で41.5 % の収益を上げたJP市場を上回りました。
価格変動
| 4385 volatility | |
|---|---|
| 4385 Average Weekly Movement | 6.5% |
| Multiline Retail Industry Average Movement | 4.3% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
安定した株価: 4385 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 4385の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 2,159 | Shintaro Yamada | www.mercari.com |
株式会社メルカリは、メルカリのマーケットプレイスアプリを日米で企画・開発・運営しています。また、決済、金融、暗号資産関連の事業も行っている。メルカリは2013年に設立され、東京に本社を置いている。
Mercari, Inc. 基礎のまとめ
| 4385 基礎統計学 | |
|---|---|
| 時価総額 | JP¥699.62b |
| 収益（TTM） | JP¥33.81b |
| 売上高(TTM) | JP¥215.86b |
20.7x
PER（株価収益率3.2x
P/Sレシオ4385 は割高か？
公正価値と評価分析を参照収益と収入
| 4385 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥215.86b |
| 売上原価 | JP¥57.41b |
| 売上総利益 | JP¥158.44b |
| その他の費用 | JP¥124.63b |
| 収益 | JP¥33.81b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | 204.87 |
| グロス・マージン | 73.40% |
| 純利益率 | 15.66% |
| 有利子負債／自己資本比率 | 204.1% |
4385 の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/30 11:57 |
| 終値 | 2026/05/29 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Nagao | BofA Global Research |
| Junko Yamamura | Citigroup Inc |
| Keiichi Yoneshima | Citigroup Inc |