Mercari 향후 성장

Future 기준 점검 2/6

Mercari (는) 각각 연간 4.1% 및 5.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.6% 로 예상됩니다.

핵심 정보

4.1%

이익 성장률

4.04%

EPS 성장률

Multiline Retail 이익 성장	19.9%
매출 성장률	5.4%
향후 자기자본이익률	17.63%
애널리스트 커버리지	Good
마지막 업데이트	07 Jan 2026

최근 향후 성장 업데이트

Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

Nov 11

Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next

Aug 08

Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

May 10

Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 09

Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 16

Recent updates

Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

Nov 11

Do Mercari's (TSE:4385) Earnings Warrant Your Attention?

Nov 02

Impressive Earnings May Not Tell The Whole Story For Mercari (TSE:4385)

Oct 04

Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next

Aug 08

Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Aug 06

The Price Is Right For Mercari, Inc. (TSE:4385)

Jul 21

Is There An Opportunity With Mercari, Inc.'s (TSE:4385) 33% Undervaluation?

Jul 07

Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

May 10

Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Apr 30

Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Apr 16

Mercari, Inc. (TSE:4385) Shares Could Be 30% Below Their Intrinsic Value Estimate

Apr 03

There's Been No Shortage Of Growth Recently For Mercari's (TSE:4385) Returns On Capital

Mar 07

Concerns Surrounding Mercari's (TSE:4385) Performance

Feb 21

Transitioning Hallo To Paid Service Will Generate New Revenue Streams

Feb 09 Enhancing user experience and implementing user safety measures may boost engagement, trust, and retention, positively impacting revenue and margins.

Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 09

Why Investors Shouldn't Be Surprised By Mercari, Inc.'s (TSE:4385) 36% Share Price Surge

Feb 07

Here's Why Mercari (TSE:4385) Has A Meaningful Debt Burden

Jan 07

An Intrinsic Calculation For Mercari, Inc. (TSE:4385) Suggests It's 39% Undervalued

Dec 24

Why We're Not Concerned Yet About Mercari, Inc.'s (TSE:4385) 27% Share Price Plunge

Nov 08

Mercari (TSE:4385) Shareholders Will Want The ROCE Trajectory To Continue

Oct 24

Mercari (TSE:4385) Strong Profits May Be Masking Some Underlying Issues

Aug 20

Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 16

Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Aug 06

Mercari, Inc.'s (TSE:4385) P/E Is On The Mark

Jul 23

Is Mercari (TSE:4385) A Risky Investment?

Apr 16

Mercari's (TSE:4385) Returns On Capital Are Heading Higher

Feb 26

이익 및 매출 성장 예측

TSE:4385 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
6/30/2028	236,491	30,404	11,000	20,640	12
6/30/2027	224,646	27,551	7,000	14,497	13
6/30/2026	208,522	23,785	-19,000	19,675	12
9/30/2025	197,149	28,168	13,602	14,932	N/A
6/30/2025	192,633	26,114	-12,249	-11,949	N/A
3/31/2025	190,596	16,439	2,493	2,857	N/A
12/31/2024	189,182	16,295	-7,034	-6,763	N/A
9/30/2024	188,060	13,583	-39,750	-39,524	N/A
6/30/2024	187,407	13,461	-43,492	-43,337	N/A
3/31/2024	185,029	16,768	N/A	N/A	N/A
12/31/2023	180,165	16,418	-45,238	-45,012	N/A
9/30/2023	176,306	15,469	N/A	N/A	N/A
6/30/2023	172,064	13,070	-37,354	-36,883	N/A
3/31/2023	165,261	5,195	N/A	N/A	N/A
12/31/2022	160,143	-3,639	-23,064	-22,297	N/A
9/30/2022	153,444	-7,038	N/A	N/A	N/A
6/30/2022	147,049	-7,569	-26,886	-26,217	N/A
3/31/2022	138,915	-5,564	N/A	N/A	N/A
12/31/2021	129,093	-1,119	-24,630	-24,321	N/A
9/30/2021	117,593	1,320	N/A	N/A	N/A
6/30/2021	106,115	5,720	2,947	3,367	N/A
3/31/2021	99,826	3,016	N/A	N/A	N/A
12/31/2020	91,495	-4,558	16,091	16,703	N/A
9/30/2020	83,883	-11,378	N/A	N/A	N/A
6/30/2020	76,275	-22,772	11,760	12,533	N/A
3/31/2020	67,655	-28,635	N/A	N/A	N/A
12/31/2019	60,888	-23,392	-4,653	-3,437	N/A
9/30/2019	55,679	-17,990	N/A	N/A	N/A
6/30/2019	51,683	-13,764	N/A	-7,289	N/A
3/31/2019	46,996	-10,948	N/A	N/A	N/A
6/30/2018	35,765	-7,041	N/A	-3,437	N/A
6/30/2017	22,071	-4,207	N/A	N/A	N/A
6/30/2016	12,256	-348	N/A	N/A	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 4385 의 연간 예상 수익 증가율(4.1%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: 4385 의 연간 수익(4.1%)이 JP 시장(8.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 4385 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 4385 의 수익(연간 5.4%)이 JP 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 4385 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 4385의 자본 수익률은 3년 후 17.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/01/08 08:12
종가	2026/01/08 00:00
수익	2025/09/30
연간 수익	2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Mercari, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Yoshitaka Nagao	BofA Global Research
Junko Yamamura	Citigroup Inc
Keiichi Yoneshima	Citigroup Inc

Mercari 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next

Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Price target decreased by 8.8% to JP¥2,280

Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Recent updates

Mercari, Inc. to Report Q2, 2026 Results on Feb 09, 2026

Investors Will Want Mercari's (TSE:4385) Growth In ROCE To Persist

Is It Time To Consider Buying Mercari, Inc. (TSE:4385)?

Investor sentiment improves as stock rises 19%

Mercari, Inc.'s (TSE:4385) 26% Price Boost Is Out Of Tune With Earnings

Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

New major risk - Financial position

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Do Mercari's (TSE:4385) Earnings Warrant Your Attention?

Impressive Earnings May Not Tell The Whole Story For Mercari (TSE:4385)

Mercari, Inc. to Report Q1, 2026 Results on Nov 07, 2025

New minor risk - Share price stability

Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next

Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Full year 2025 earnings: EPS exceeds analyst expectations

Mercari, Inc., Annual General Meeting, Sep 25, 2025

The Price Is Right For Mercari, Inc. (TSE:4385)

Is There An Opportunity With Mercari, Inc.'s (TSE:4385) 33% Undervaluation?

Now 20% undervalued

Now 22% undervalued

Now 21% undervalued

Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Third quarter 2025 earnings: EPS exceeds analyst expectations

Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Now 20% undervalued

Investor sentiment deteriorates as stock falls 17%

Mercari, Inc. (TSE:4385) Shares Could Be 30% Below Their Intrinsic Value Estimate

There's Been No Shortage Of Growth Recently For Mercari's (TSE:4385) Returns On Capital

Concerns Surrounding Mercari's (TSE:4385) Performance

Investor sentiment improves as stock rises 24%

Now 21% undervalued

Transitioning Hallo To Paid Service Will Generate New Revenue Streams

Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Why Investors Shouldn't Be Surprised By Mercari, Inc.'s (TSE:4385) 36% Share Price Surge

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Price target decreased by 8.8% to JP¥2,280

Here's Why Mercari (TSE:4385) Has A Meaningful Debt Burden

An Intrinsic Calculation For Mercari, Inc. (TSE:4385) Suggests It's 39% Undervalued

Investor sentiment deteriorates as stock falls 17%

Why We're Not Concerned Yet About Mercari, Inc.'s (TSE:4385) 27% Share Price Plunge

First quarter 2025 earnings released: EPS: JP¥17.89 (vs JP¥17.27 in 1Q 2024)

Mercari (TSE:4385) Shareholders Will Want The ROCE Trajectory To Continue

Mercari, Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025

Investor sentiment improves as stock rises 16%

Mercari (TSE:4385) Strong Profits May Be Masking Some Underlying Issues

Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Mercari, Inc. to Report Q1, 2025 Results on Nov 05, 2024

Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates fall by 13%

Mercari, Inc., Annual General Meeting, Sep 25, 2024

Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Investor sentiment deteriorates as stock falls 22%

Now 22% overvalued after recent price rise

Mercari, Inc.'s (TSE:4385) P/E Is On The Mark

New major risk - Share price stability

Now 24% overvalued after recent price rise

Investor sentiment improves as stock rises 21%

Investor sentiment improves as stock rises 18%

Third quarter 2024 earnings released: EPS: JP¥25.74 (vs JP¥23.87 in 3Q 2023)

Mercari, Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2024

New minor risk - Share price stability

Is Mercari (TSE:4385) A Risky Investment?

Mercari, Inc. to Report Q4, 2024 Results on Aug 13, 2024

Mercari Becomes to Offer Zero Selling Fees

Price target decreased by 7.9% to JP¥3,065

Mercari's (TSE:4385) Returns On Capital Are Heading Higher

Second quarter 2024 earnings: EPS misses analyst expectations

Mercari, Inc. to Report Q2, 2024 Results on Feb 13, 2024