4385 Share Price Performance
JP¥0
-2227.00 (-100.00%)
Price JP¥0
Fair ValueJP¥4,681.54
Share Pricen/a
Narrative Update • Aug 13
Mercari, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 5 Fair Values set on narratives written by author
4385 Community Narratives
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Fair Value
·Fair Value JP¥4.68k 2.4% overvalued intrinsic discount
Advanced AI And International Expansion Will Drive Future Success
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AN
Fair Value
·Fair Value JP¥3.4k 41.0% overvalued intrinsic discount
Escalating Compliance Costs And Fierce Competition Will Crush Growth
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AN
Fair Value
·Fair Value JP¥5.49k 12.6% undervalued intrinsic discount
AI And Circular Economy Trends Will Transform Resale Markets
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Advanced AI And International Expansion Will Drive Future Success
Mercari is leaning on AI tools, new payment features, and cross-border selling to make its marketplace safer, smoother, and less costly to run. But with growth slowing at home and tougher competition abroad, the big question is whether these bets can keep shoppers and sellers coming back while protecting profits.Read more
AN
JP¥4.68k
2.4% overvalued intrinsic discount
Fair Value
Revenue
10.38% p.a.
Profit Margin
15.26%
Future PE
20.86x
Price in 2029
JP¥5.87k
Escalating Compliance Costs And Fierce Competition Will Crush Growth
Mercari faces a tough squeeze as growth slows and new rules and rivals make it harder to keep profits moving in the right direction. The big question is whether its push into smarter tech, overseas shopping, and financial services can offset those pressures—or if the headwinds win.Read more
AN
JP¥3.4k
41.0% overvalued intrinsic discount
Fair Value
Revenue
6.43% p.a.
Profit Margin
13.66%
Future PE
19.88x
Price in 2029
JP¥4.24k
AI And Circular Economy Trends Will Transform Resale Markets
Mercari is leaning hard into AI and built-in financial tools to make its resale app faster, safer, and more habit-forming—while riding a cultural shift toward buying secondhand. But slowing activity, fraud problems, and heavy dependence on an aging home market could hold back its push to become a truly global resale leader.Read more
AN
JP¥5.49k
12.6% undervalued intrinsic discount
Fair Value
Revenue
14.08% p.a.
Profit Margin
14.07%
Future PE
25.41x
Price in 2029
JP¥6.88k
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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4385: Buybacks And Cross-Border Expansion Will Support Future Cash Flows
Fair Value: JP¥4.68k 2.4% overvalued intrinsic discount
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AN
4385: Cross Border App Expansion Will Sustain Overvaluation Risk Despite Higher Earnings Assumptions
Fair Value: JP¥3.4k 41.0% overvalued intrinsic discount
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AN
4385: U.S. Cross-Border App Expansion Will Support A Higher Future Earnings Multiple
Fair Value: JP¥5.49k 12.6% undervalued intrinsic discount
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Snowflake Analysis
Mercari, Inc. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
- 214.17
- 73.66%
- 15.44%
- 193.6%
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.
