Mercari 過去の業績
過去 基準チェック /36
Mercariは、平均年間52.4%の収益成長を遂げていますが、 Multiline Retail業界の収益は、年間 成長しています。収益は、平均年間8.2% 11.5%収益成長率で 成長しています。 Mercariの自己資本利益率は25.8%であり、純利益率は15.4%です。
主要情報
52.36%
収益成長率
51.98%
EPS成長率
| Multiline Retail 業界の成長 | 9.72% |
| 収益成長率 | 11.47% |
| 株主資本利益率 | 25.77% |
| ネット・マージン | 15.44% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
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 • 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...Recent updates
ナラティブ更新 • Jul 30
4385: Cross Border App Expansion Will Sustain Overvaluation Risk Despite Higher Earnings Assumptions
Analysts have raised their price target for Mercari from ¥2,812 to ¥3,400, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modestly higher future P/E multiple. What’s in the News for Mercari Mercari Japan launched a new standalone Mercari Japan app in the United States, creating a dedicated cross border shopping platform for American customers to buy items from Mercari and Mercari Shops in Japan.
ナラティブ更新 • Jul 16
4385: Cross-Border App Expansion And Steady Margins Will Support Cash Flows
Analysts have modestly raised their Mercari price target from about ¥4,177 to roughly ¥4,415, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that slightly adjust their valuation framework. What's in the News Mercari Japan launched a new standalone Mercari Japan app for U.S. users, offering a dedicated cross-border shopping platform that connects American buyers with items listed on Mercari and Mercari Shops in Japan.
ナラティブ更新 • Jul 02
4385: U.S. Cross-Border App Expansion Will Support A Higher Future Earnings Multiple
Mercari's implied fair value has shifted from ¥3,500.0 to approximately ¥5,488.34, reflecting analysts' updated assumptions for higher revenue growth, a slightly different discount rate, a modestly lower profit margin, and a higher future P/E multiple. What’s in the News for Mercari Mercari Japan launched a new standalone Mercari Japan app in the U.S., offering American users a dedicated cross-border shopping platform to buy items from Japan’s Mercari and Mercari Shops marketplaces.ナラティブ更新 • Jun 18
4385: Revised Guidance And User Trends Will Support Steady Cash Flows
Analysts have lifted their fair value estimate for Mercari to ¥4,176.92 from ¥3,848.46, citing updated assumptions for slightly lower discount rates, modestly higher projected revenue growth and profit margins, as well as a higher future P/E multiple. What’s in the News for Mercari Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million, compared with its previous range of ¥210,000 million to ¥220,000 million.ナラティブ更新 • Jun 03
4385: Raised Revenue Guidance Will Sustain Overvaluation Risk Despite Higher Discount Rate
Analysts have raised Mercari's fair value estimate from ¥2,700 to about ¥2,812, citing updated assumptions around discount rates, revenue, profit margins, and future P/E multiples that refine their overall outlook on the stock. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million, compared with its previous range of ¥210,000 million to ¥220,000 million.ナラティブ更新 • 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...
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.収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 229,293 | 35,401 | 124,724 | 0 |
| 31 Mar 26 | 215,857 | 33,813 | 115,979 | 0 |
| 31 Dec 25 | 204,727 | 29,316 | 111,811 | 0 |
| 30 Sep 25 | 197,149 | 28,168 | 110,070 | 0 |
| 30 Jun 25 | 192,633 | 26,114 | 109,654 | 0 |
| 31 Mar 25 | 190,596 | 16,439 | 109,736 | 0 |
| 31 Dec 24 | 189,182 | 16,295 | 110,878 | 0 |
| 30 Sep 24 | 188,060 | 13,583 | 112,494 | 0 |
| 30 Jun 24 | 187,407 | 13,461 | 110,861 | 0 |
| 31 Mar 24 | 185,029 | 16,768 | 108,704 | 0 |
| 31 Dec 23 | 180,165 | 16,418 | 103,240 | 0 |
| 30 Sep 23 | 176,306 | 15,469 | 99,490 | 0 |
| 30 Jun 23 | 172,064 | 13,070 | 96,365 | 0 |
| 31 Mar 23 | 165,261 | 5,195 | 94,191 | 0 |
| 31 Dec 22 | 160,143 | -3,639 | 98,925 | 0 |
| 30 Sep 22 | 153,444 | -7,038 | 99,876 | 0 |
| 30 Jun 22 | 147,049 | -7,569 | 98,500 | 0 |
| 31 Mar 22 | 138,915 | -5,564 | 94,766 | 0 |
| 31 Dec 21 | 129,093 | -1,119 | 89,117 | 0 |
| 30 Sep 21 | 117,593 | 1,320 | 80,952 | 0 |
| 30 Jun 21 | 106,115 | 5,720 | 75,815 | 0 |
| 31 Mar 21 | 99,826 | 3,016 | 73,177 | 0 |
| 31 Dec 20 | 91,495 | -4,558 | 71,759 | 0 |
| 30 Sep 20 | 83,883 | -11,378 | 72,912 | 0 |
| 30 Jun 20 | 76,275 | -22,772 | 74,399 | 0 |
| 31 Mar 20 | 67,655 | -28,635 | 74,382 | 0 |
| 31 Dec 19 | 60,888 | -23,392 | 65,142 | 0 |
| 30 Sep 19 | 55,679 | -17,990 | 56,759 | 0 |
| 30 Jun 19 | 51,683 | -13,764 | 50,099 | 0 |
| 31 Mar 19 | 46,996 | -10,948 | 44,264 | 0 |
| 30 Jun 18 | 35,765 | -7,041 | 33,381 | 0 |
| 30 Jun 17 | 22,071 | -4,207 | 22,126 | 0 |
| 30 Jun 16 | 12,256 | -348 | 11,513 | 0 |
質の高い収益: 4385 非現金収入 のレベルが高いです。
利益率の向上: 4385の現在の純利益率 (15.4%)は、昨年(13.6%)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: 4385の収益は過去 5 年間で年間52.4%増加しました。
成長の加速: 4385の過去 1 年間の収益成長率 ( 35.6% ) は、5 年間の平均 ( 年間52.4%を下回っています。
収益対業界: 4385の過去 1 年間の収益成長率 ( 35.6% ) はMultiline Retail業界32.4%を上回りました。
株主資本利益率
高いROE: 4385の 自己資本利益率 ( 25.77% ) 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
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 | 2026/08/06 15:07 |
| 終値 | 2026/08/06 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/06/30 |
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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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。18
| アナリスト | 機関 |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |
| Shingo Kumazawa | Daiwa Securities Co. Ltd. |