Rakuten Group（4755）株式概要
楽天グループは、eコマース、フィンテック、デジタルコンテンツ、コミュニケーションなど様々なサービスを、日本、米州、欧州、アジア、そして世界の様々なユーザーに提供している。 詳細
報酬
リスク分析
リスクチェックの結果、4755 、リスクは検出されなかった。
4755 Community Fair Values
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Analyst Price Targets
Rakuten Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥745.00 |
| 52週高値 | JP¥1,068.50 |
| 52週安値 | JP¥686.10 |
| ベータ | 0.91 |
| 1ヶ月の変化 | -6.65% |
| 3ヶ月変化 | -2.04% |
| 1年変化 | -10.71% |
| 3年間の変化 | 32.96% |
| 5年間の変化 | -33.48% |
| IPOからの変化 | 98.67% |
最新ニュース
ナラティブ更新 • Aug 11
4755: Rich P/E And AI Advertising Tailwinds Will Limit Future Upside
Analysts now see Rakuten Group's fair value at ¥580.83 per share, down from ¥633.55, citing updated assumptions for more moderate revenue growth, a slightly lower profit margin, and a marginally higher future P/E multiple. What’s in the News for Rakuten Group Rakuten Group reported its first net income in six years for the second calendar quarter, with management linking the result to earnings contributions from advertising and artificial intelligence driven services.
ナラティブ更新 • Jul 14
4755: FinTech Reorganization And Partnerships Will Support A Stronger Outlook
Rakuten Group's analyst price target has shifted from about ¥983.57 to about ¥922.86. Analysts point to updated assumptions for revenue growth, profit margins, the discount rate and a lower forward P/E as the key drivers of this change.Recent updates
ナラティブ更新 • Aug 11
4755: Rich P/E And AI Advertising Tailwinds Will Limit Future Upside
Analysts now see Rakuten Group's fair value at ¥580.83 per share, down from ¥633.55, citing updated assumptions for more moderate revenue growth, a slightly lower profit margin, and a marginally higher future P/E multiple. What’s in the News for Rakuten Group Rakuten Group reported its first net income in six years for the second calendar quarter, with management linking the result to earnings contributions from advertising and artificial intelligence driven services.ナラティブ更新 • Jul 14
4755: FinTech Reorganization And Partnerships Will Support A Stronger Outlook
Rakuten Group's analyst price target has shifted from about ¥983.57 to about ¥922.86. Analysts point to updated assumptions for revenue growth, profit margins, the discount rate and a lower forward P/E as the key drivers of this change.ナラティブ更新 • Jun 30
4755: Rich P/E And Sponsorship Push Will Limit Future Upside
Analysts have modestly reduced their price target for Rakuten Group to ¥633.55 from ¥647.25, reflecting updated views on fair value, revenue growth, profit margins, and future P/E assumptions. What's in the News Rakuten Group and Golden State Group extended their multi-year partnership covering the Golden State Warriors, Golden State Valkyries and Santa Cruz Warriors, with a continued focus on fan engagement and community initiatives, including more than $12 million in contributions to the Golden State Community Foundation.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.株主還元
| 4755 | JP Multiline Retail | JP 市場 | |
|---|---|---|---|
| 7D | -11.3% | 5.0% | 3.2% |
| 1Y | -10.7% | 14.8% | 32.5% |
業界別リターン: 4755過去 1 年間で14.8 % の収益を上げたJP Multiline Retail業界を下回りました。
リターン対市場: 4755は、過去 1 年間で32.5 % のリターンを上げたJP市場を下回りました。
価格変動
| 4755 volatility | |
|---|---|
| 4755 Average Weekly Movement | 6.1% |
| Multiline Retail Industry Average Movement | 4.7% |
| Market Average Movement | 4.4% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.2% |
安定した株価: 4755 、 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: 4755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 |
|---|---|---|---|
| 1997 | 29,419 | Mickey Mikitani | global.rakuten.com/corp |
楽天グループは、eコマース、フィンテック、デジタルコンテンツ、コミュニケーションなどの様々なサービスを、日本、米州、欧州、その他のアジア、そして世界の様々なユーザーに提供している。事業セグメントは3つ：インターネットサービス、フィンテック、モバイル。インターネットショッピングモール「楽天市場」、オンラインキャッシュバックサイト、旅行予約サイト、ポータルサイト、デジタルコンテンツサイトなどのEコマースサイトを運営するほか、メッセージングサービスも提供している。また、インターネットを通じたクレジットカード、銀行、証券サービス、暗号資産・仮想通貨スポット取引、生命保険・損害保険サービス、決済サービスも提供している。さらに、広告販売、プロスポーツチームの運営、通信サービス・技術の提供、電力供給サービスの運営、投資活動も行っている。同社は以前は楽天株式会社として知られていたが、2021年4月に楽天グループ株式会社に社名を変更した。楽天グループは1997年に設立され、世田谷区に本社を置いている。
Rakuten Group, Inc. 基礎のまとめ
| 4755 基礎統計学 | |
|---|---|
| 時価総額 | JP¥1.62t |
| 収益（TTM） | -JP¥64.39b |
| 売上高(TTM) | JP¥2.65t |
0.6x
P/Sレシオ-25.2x
PER（株価収益率4755 は割高か？
公正価値と評価分析を参照収益と収入
| 4755 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥2.65t |
| 売上原価 | JP¥2.11t |
| 売上総利益 | JP¥534.14b |
| その他の費用 | JP¥598.53b |
| 収益 | -JP¥64.39b |
直近の収益報告
Jun 30, 2026
次回決算日
Nov 13, 2026
| 一株当たり利益（EPS） | -29.52 |
| グロス・マージン | 20.18% |
| 純利益率 | -2.43% |
| 有利子負債／自己資本比率 | 363.8% |
4755 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 | 2026/08/12 21:29 |
| 終値 | 2026/08/12 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
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
Rakuten Group, Inc. 15 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。28
| アナリスト | 機関 |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |