4385 Share Price Performance
JP¥0
-1690.00 (-100.00%)
Price JP¥0
Fair ValueJP¥2,938.33
Share Pricen/a
Investors Will Want Mercari's (TSE:4385) Growth In ROCE To Persist
Dec 23
Mercari, Inc. Stock Price
- 3 Narratives written by author
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- 5 Fair Values set on narratives written by author
4385 Community Narratives
AN
Fair Value JP¥2.94k 8.6% overvalued intrinsic discount
Advanced AI And International Expansion Will Drive Future Success
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Fair Value JP¥2.5k 27.6% overvalued intrinsic discount
Escalating Compliance Costs And Fierce Competition Will Crush Growth
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Fair Value JP¥3.5k 8.9% undervalued intrinsic discount
AI And Circular Economy Trends Will Transform Resale Markets
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Escalating Compliance Costs And Fierce Competition Will Crush Growth
Key Takeaways Slowing growth, escalating costs, and intensifying competition threaten Mercari's profitability and undermine its long-term revenue outlook. Demographic changes and regulatory challenges are likely to structurally limit future marketplace volume and growth opportunities.Read more
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AN
JP¥2.5k
27.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
4.86% p.a.
Profit Margin
10.45%
Future PE
21.77x
Price in 2029
JP¥3.12k
Advanced AI And International Expansion Will Drive Future Success
Key Takeaways AI-driven automation, fintech expansion, and cross-border initiatives aim to boost operational efficiency, user growth, and new revenue streams for Mercari. Shifting consumer preferences for resale and recent U.S. profitability position Mercari for increased platform activity, diversification, and sustained earnings growth.Read more
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JP¥2.94k
8.6% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.41% p.a.
Profit Margin
12.69%
Future PE
20.17x
Price in 2028
JP¥3.66k
AI And Circular Economy Trends Will Transform Resale Markets
Key Takeaways AI-driven transformation, product acceleration, and fintech integration are set to boost operational efficiency, user engagement, and expand high-margin, capital-light revenue streams. International growth, cultural shifts favoring resale, and disciplined capital allocation position Mercari for sustained global market leadership and enhanced shareholder returns.Read more
5
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AN
JP¥3.5k
8.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.91% p.a.
Profit Margin
14.73%
Future PE
19.91x
Price in 2028
JP¥4.4k
Trending Discussion
Recently Updated Narratives
AN
4385: Higher Future P/E Will Eventually Expose Overvaluation Risk
Fair Value: JP¥2.5k 27.6% overvalued intrinsic discount
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AN
4385: Future Cash Flows And Margins Will Gradually Stabilize With Modest Risk Reduction
Fair Value: JP¥2.94k 8.6% overvalued intrinsic discount
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AI And Circular Economy Trends Will Transform Resale Markets
Fair Value: JP¥3.5k 8.9% undervalued intrinsic discount
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Snowflake Analysis
Mercari, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 09, 2026
- 171.02
- 72.47%
- 14.29%
- 186.2%
About 4385
- Founded
- 2013
- Employees
- 2159
- CEO
- WebsiteView website
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.
