Mercari Inkomsten in het verleden
Verleden criteriumcontroles 3/6
Mercari heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 52.4%, terwijl de Multiline Retail-industrie de winst zag groeien met 8.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 11.5%. Het rendement op eigen vermogen van Mercari is 25.8%, en het heeft een nettomarge van 15.4%.
Belangrijke informatie
52.36%
Groei van de winst
51.98%
Groei van de winst per aandeel
| Multiline Retail Groei van de industrie | 9.72% |
| Inkomstengroei | 11.47% |
| Rendement op eigen vermogen | 25.77% |
| Nettomarge | 15.44% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...
Nieuw narratief • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Mercari geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 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 |
Kwaliteitswinsten: 4385 heeft een hoog niveau van non-cash earnings.
Groeiende winstmarge: De huidige netto winstmarges (15.4%) 4385 } zijn hoger dan vorig jaar (13.6%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van 4385 is de afgelopen 5 jaar aanzienlijk gegroeid met 52.4% per jaar.
Versnelling van de groei: De winstgroei van 4385 over het afgelopen jaar ( 35.6% ) ligt onder het 5-jarig gemiddelde ( 52.4% per jaar).
Winst versus industrie: De winstgroei 4385 over het afgelopen jaar ( 35.6% ) overtrof de Multiline Retail -sector 31.5%.
Rendement op eigen vermogen
Hoge ROE: Hoewel het rendement op eigen vermogen ( 25.77% ) van 4385 hoog is, is deze metriek vertekend vanwege hun hoge schuldenniveau.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/07 15:58 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Mercari, Inc. wordt gevolgd door 17 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |
| Shingo Kumazawa | Daiwa Securities Co. Ltd. |