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Mercari, Inc. Stock Price

TSE:4385 Community·JP¥729.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

4385 Share Price Performance

JP¥0
-2448.50 (-100.00%)
JP¥4,415.38
Fair Value
JP¥0
-2448.50 (-100.00%)
Price JP¥0

4385 Community Narratives

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Fair Value JP¥4.42k 0.3% overvalued intrinsic discount

Advanced AI And International Expansion Will Drive Future Success

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Fair Value JP¥5.49k 19.3% undervalued intrinsic discount

AI And Circular Economy Trends Will Transform Resale Markets

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Fair Value JP¥2.81k 57.4% overvalued intrinsic discount

Escalating Compliance Costs And Fierce Competition Will Crush Growth

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JP¥4.42k
0.3% overvalued intrinsic discount
Revenue
10.13% p.a.
Profit Margin
14.42%
Future PE
22.09x
Price in 2029
JP¥5.51k
JP¥5.49k
19.3% undervalued intrinsic discount
Revenue
14.08% p.a.
Profit Margin
14.07%
Future PE
25.41x
Price in 2029
JP¥6.88k
JP¥2.81k
57.4% overvalued intrinsic discount
Revenue
4.91% p.a.
Profit Margin
12.4%
Future PE
19.03x
Price in 2029
JP¥3.53k

Trending Discussion

No trending discussion available.

Updated Narratives

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4385: Cross-Border App Expansion And Steady Margins Will Support Cash Flows

Fair Value: JP¥4.42k 0.3% overvalued intrinsic discount
1 users have set this as their fair value
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4385: U.S. Cross-Border App Expansion Will Support A Higher Future Earnings Multiple

Fair Value: JP¥5.49k 19.3% undervalued intrinsic discount
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4385: Raised Revenue Guidance Will Sustain Overvaluation Risk Despite Higher Discount Rate

Fair Value: JP¥2.81k 57.4% overvalued intrinsic discount
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Snowflake Analysis

Proven track record and fair value.

3 Risks
3 Rewards

Mercari, Inc. Key Details

JP¥215.9b

Revenue

JP¥57.4b

Cost of Revenue

JP¥158.4b

Gross Profit

JP¥124.6b

Other Expenses

JP¥33.8b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
204.65
73.40%
15.66%
204.1%
View Full Analysis

About 4385

Founded
2013
Employees
2159
CEO
Shintaro Yamada
WebsiteView website
www.mercari.com

Mercari, Inc. plans, develops, and operates Mercari marketplace applications in Japan and the United States. The company also engages in the payment, finance, and cryptoasset related businesses. Mercari, Inc. was incorporated in 2013 and is based in Tokyo, Japan.

Recent 4385 News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates