Rakuten Group, Inc.

TSE:4755 주식 리포트

시가총액: JP¥1.7t

Rakuten Group 향후 성장

Future 기준 점검 4/6

Rakuten Group (는) 각각 연간 62.3% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 63.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.7% 로 예상됩니다.

핵심 정보

62.3%

이익 성장률

63.59%

EPS 성장률

Multiline Retail 이익 성장19.0%
매출 성장률6.5%
향후 자기자본이익률7.73%
애널리스트 커버리지

Good

마지막 업데이트13 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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...
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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.

이익 및 매출 성장 예측

TSE:4755 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,140,490102,968421,384749,80112
12/31/20272,936,75346,432290,956645,46013
12/31/20262,747,325-45,320171,776483,11113
3/31/20262,577,454-123,063452,495674,750N/A
12/31/20252,496,575-177,886218,125424,093N/A
9/30/20252,449,247-163,37886,863290,138N/A
6/30/20252,387,398-210,915184,874391,245N/A
3/31/20252,328,313-193,51993,782304,291N/A
12/31/20242,279,233-162,442947,6451,190,882N/A
9/30/20242,197,697-281,3841,100,2491,382,032N/A
6/30/20242,149,423-275,450845,6291,150,092N/A
3/31/20242,109,304-299,300658,068995,624N/A
12/31/20232,071,315-339,473373,035724,192N/A
9/30/20232,054,409-323,241-21,086351,133N/A
6/30/20232,007,080-336,252-185,294212,888N/A
3/31/20231,966,386-364,039-606,910-171,452N/A
12/31/20221,927,878-372,884-697,360-257,947N/A
9/30/20221,845,891-299,656-733,201-282,494N/A
6/30/20221,781,684-245,007-336,496109,119N/A
3/31/20221,727,371-200,097-58,206360,692N/A
12/31/20211,681,757-133,828172,066582,707N/A
9/30/20211,615,922-134,990194,820611,066N/A
6/30/20211,570,441-152,152299,602711,215N/A
3/31/20211,515,608-104,023519,537910,549N/A
12/31/20201,455,538-114,199656,3171,041,391N/A
9/30/20201,398,341-89,242731,6561,060,637N/A
6/30/20201,356,056-159,622504,044784,883N/A
3/31/20201,315,081-172,188267,873520,138N/A
12/31/20191,263,932-31,888N/A318,320N/A
9/30/20191,216,93120,242N/A190,795N/A
6/30/20191,175,963178,009N/A301,504N/A
3/31/20191,139,903229,842N/A191,157N/A
12/31/20181,101,480142,282N/A145,615N/A
9/30/20181,058,327145,861N/A135,807N/A
6/30/20181,016,545134,792N/A65,026N/A
3/31/2018974,268102,946N/A120,450N/A
12/31/2017944,474110,585N/A162,056N/A
9/30/2017899,03666,700N/A57,314N/A
6/30/2017853,10051,742N/A99,706N/A
3/31/2017813,69351,310N/A-97,708N/A
12/31/2016781,91637,995N/A30,700N/A
9/30/2016758,20145,723N/A108,937N/A
6/30/2016750,45543,232N/A-24,066N/A
3/31/2016735,03641,986N/A137,084N/A
12/31/2015713,55544,436N/A78,245N/A
9/30/2015689,06070,946N/A70,384N/A

애널리스트 향후 성장 전망

수입 대 저축률: 4755 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(0.8%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: 4755 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: 4755 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: 4755 의 수익(연간 6.5%)이 JP 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 4755 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 4755의 자본 수익률은 3년 후 7.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/14 07:26
종가2026/07/14 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.

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산업 및 섹터 지표

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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