Mercari, Inc.

TSE:4385 Stock Report

Market Cap: JP¥639.2b

Mercari Dividends and Buybacks

Dividend criteria checks 0/6

Mercari does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-0.002%

Buyback Yield

Total Shareholder Yield-0.002%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

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.

At JP¥3,930, Is Mercari, Inc. (TSE:4385) Worth Looking At Closely?

Apr 07
At JP¥3,930, Is Mercari, Inc. (TSE:4385) Worth Looking At Closely?

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.

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).

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.

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.

Mercari, Inc. (TSE:4385) Just Reported And Analysts Have Been Lifting Their Price Targets

Feb 11
Mercari, Inc. (TSE:4385) Just Reported And Analysts Have Been Lifting Their Price Targets

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.

Here's Why We Think Mercari (TSE:4385) Is Well Worth Watching

Feb 01
Here's Why We Think Mercari (TSE:4385) Is Well Worth Watching

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.

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.

Investors Will Want Mercari's (TSE:4385) Growth In ROCE To Persist

Dec 23
Investors Will Want Mercari's (TSE:4385) Growth In ROCE To Persist

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.

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.

Is It Time To Consider Buying Mercari, Inc. (TSE:4385)?

Nov 27
Is It Time To Consider Buying Mercari, Inc. (TSE:4385)?

Mercari, Inc.'s (TSE:4385) 26% Price Boost Is Out Of Tune With Earnings

Nov 13
Mercari, Inc.'s (TSE:4385) 26% Price Boost Is Out Of Tune With Earnings

Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

Nov 11
Mercari, Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

Do Mercari's (TSE:4385) Earnings Warrant Your Attention?

Nov 02
Do Mercari's (TSE:4385) Earnings Warrant Your Attention?

Impressive Earnings May Not Tell The Whole Story For Mercari (TSE:4385)

Oct 04
Impressive Earnings May Not Tell The Whole Story For Mercari (TSE:4385)

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.

Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next

Aug 08
Mercari, Inc. Just Beat EPS By 46%: Here's What Analysts Think Will Happen Next

Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Aug 06
Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

The Price Is Right For Mercari, Inc. (TSE:4385)

Jul 21
The Price Is Right For Mercari, Inc. (TSE:4385)

Is There An Opportunity With Mercari, Inc.'s (TSE:4385) 33% Undervaluation?

Jul 07
Is There An Opportunity With Mercari, Inc.'s (TSE:4385) 33% Undervaluation?

Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

May 10
Mercari, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Apr 30
Here's Why Mercari (TSE:4385) Can Manage Its Debt Responsibly

Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Apr 16
Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Mercari, Inc. (TSE:4385) Shares Could Be 30% Below Their Intrinsic Value Estimate

Apr 03
Mercari, Inc. (TSE:4385) Shares Could Be 30% Below Their Intrinsic Value Estimate

There's Been No Shortage Of Growth Recently For Mercari's (TSE:4385) Returns On Capital

Mar 07
There's Been No Shortage Of Growth Recently For Mercari's (TSE:4385) Returns On Capital

Concerns Surrounding Mercari's (TSE:4385) Performance

Feb 21
Concerns Surrounding Mercari's (TSE:4385) Performance
User avatar

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.

Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 09
Mercari, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Why Investors Shouldn't Be Surprised By Mercari, Inc.'s (TSE:4385) 36% Share Price Surge

Feb 07
Why Investors Shouldn't Be Surprised By Mercari, Inc.'s (TSE:4385) 36% Share Price Surge

Here's Why Mercari (TSE:4385) Has A Meaningful Debt Burden

Jan 07
Here's Why Mercari (TSE:4385) Has A Meaningful Debt Burden

An Intrinsic Calculation For Mercari, Inc. (TSE:4385) Suggests It's 39% Undervalued

Dec 24
An Intrinsic Calculation For Mercari, Inc. (TSE:4385) Suggests It's 39% Undervalued

Why We're Not Concerned Yet About Mercari, Inc.'s (TSE:4385) 27% Share Price Plunge

Nov 08
Why We're Not Concerned Yet About Mercari, Inc.'s (TSE:4385) 27% Share Price Plunge

Mercari (TSE:4385) Shareholders Will Want The ROCE Trajectory To Continue

Oct 24
Mercari (TSE:4385) Shareholders Will Want The ROCE Trajectory To Continue

Mercari (TSE:4385) Strong Profits May Be Masking Some Underlying Issues

Aug 20
Mercari (TSE:4385) Strong Profits May Be Masking Some Underlying Issues

Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 16
Mercari, Inc. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Aug 06
Is There Now An Opportunity In Mercari, Inc. (TSE:4385)?

Mercari, Inc.'s (TSE:4385) P/E Is On The Mark

Jul 23
Mercari, Inc.'s (TSE:4385) P/E Is On The Mark

Is Mercari (TSE:4385) A Risky Investment?

Apr 16
Is Mercari (TSE:4385) A Risky Investment?

Mercari's (TSE:4385) Returns On Capital Are Heading Higher

Feb 26
Mercari's (TSE:4385) Returns On Capital Are Heading Higher

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if 4385's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if 4385's dividend payments have been increasing.


Dividend Yield vs Market

Mercari Dividend Yield vs Market
How does 4385 dividend yield compare to the market?
SegmentDividend Yield
Company (4385)n/a
Market Bottom 25% (JP)1.7%
Market Top 25% (JP)3.7%
Industry Average (Multiline Retail)1.5%
Analyst forecast (4385) (up to 3 years)0%

Notable Dividend: Unable to evaluate 4385's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate 4385's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate 4385's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as 4385 has not reported any payouts.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 14:05
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Mercari, Inc. is covered by 21 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yoshitaka NagaoBofA Global Research
Kota EzawaCitigroup Inc
Keiichi YoneshimaCitigroup Inc