Loading...
4755 logo

Rakuten Group, Inc.TSE:4755 주식 보고서

시가총액 JP¥1.6t
주가
JP¥739.70
JP¥983.57
24.8% 저평가 내재 할인율
1Y-8.5%
7D-0.2%
1D
포트폴리오 가치
보기

Rakuten Group, Inc.

TSE:4755 주식 리포트

시가총액: JP¥1.6t

Rakuten Group (4755) 주식 개요

는 일본 및 전 세계의 다양한 사용자에게 이커머스, 핀테크, 디지털 콘텐츠, 커뮤니케이션 분야의 서비스를 제공합니다. 자세히 보기

4755 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장4/6
과거 실적0/6
재무 건전성3/6
배당0/6

강점

위험 분석

우리의 위험 점검에서 4755에 대한 위험이 감지되지 않았습니다.

4755 Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

Rakuten Group, Inc. 경쟁사

가격 이력 및 성과

Rakuten Group 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가JP¥739.70
52주 최고가JP¥1,068.50
52주 최저가JP¥710.80
베타0.90
1개월 변동-4.96%
3개월 변동-4.11%
1년 변동-8.50%
3년 변동43.85%
5년 변동-40.68%
IPO 이후 변동97.25%

최근 뉴스 및 업데이트

내러티브 업데이트 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).

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 Aug 09

Why Investors Shouldn't Be Surprised By 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 0.7x is worth a...
User avatar
새로운 내러티브 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.

주주 수익률

4755JP Multiline RetailJP 시장
7D-0.2%2.7%-1.4%
1Y-8.5%12.8%41.1%

수익률 대 산업: 4755은 지난 1년 동안 12.8%의 수익을 기록한 JP Multiline Retail 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: 4755은 지난 1년 동안 41.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is 4755's price volatile compared to industry and market?
4755 volatility
4755 Average Weekly Movement4.8%
Multiline Retail Industry Average Movement4.5%
Market Average Movement4.6%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

안정적인 주가: 4755는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 4755의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
199729,419Mickey Mikitaniglobal.rakuten.com/corp

는 일본 및 전 세계의 다양한 사용자에게 이커머스, 핀테크, 디지털 콘텐츠, 커뮤니케이션 분야의 서비스를 제공합니다. 회사는 세 가지 부문을 통해 운영됩니다: 인터넷 서비스, 핀테크, 모바일의 세 가지 부문으로 운영됩니다. 인터넷 쇼핑몰인 라쿠텐 이치바, 온라인 캐시백 사이트, 여행 예약 사이트, 포털 사이트, 디지털 콘텐츠 사이트 등 다양한 전자상거래 사이트를 운영하고 있으며 메시징 서비스도 제공합니다.

Rakuten Group, Inc. 기초 지표 요약

Rakuten Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
4755 기초 통계
시가총액JP¥1.61t
순이익 (TTM)-JP¥123.06b
매출 (TTM)JP¥2.58t
0.6x
주가매출비율(P/S)
-13.1x
주가수익비율(P/E)

4755는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
4755 손익계산서 (TTM)
매출JP¥2.58t
매출원가JP¥2.09t
총이익JP¥487.97b
기타 비용JP¥611.03b
순이익-JP¥123.06b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 10, 2026

주당순이익(EPS)-56.59
총이익률18.93%
순이익률-4.77%
부채/자본 비율442.9%

4755의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 20:24
종가2026/06/15 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 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

Rakuten Group, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc