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Mercari, Inc.TSE:4385 Aktierapport

Marknadsvärde JP¥693.3b
Aktiekurs
JP¥4.20k
JP¥3.5k
20.0% övervärderad intrinsisk rabatt
1Y80.9%
7D0.7%
1D
Portföljens värde
Utsikt

Mercari, Inc.

TSE:4385 Aktierapport

Börsvärde: JP¥693.3b

4385 Community Fair Values

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Mercari, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Mercari
Historiska aktiekurser
Aktuell aktiekursJP¥4,201.00
52 veckors högstaJP¥4,330.00
52 veckors lägstaJP¥2,069.00
Beta1
1 månads förändring3.50%
3 månaders förändring17.18%
1 års förändring80.92%
3 års förändring52.60%
5 års förändring-19.83%
Förändring sedan börsintroduktionen-20.74%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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).

Recent updates

Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel Aug 06

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

TSE:4385 1 Year Share Price vs Fair Value Explore Mercari's Fair Values from the Community and select yours Warren...
Analysartikel Jul 21

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

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Analysartikel Jul 07

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

Key Insights Mercari's estimated fair value is JP¥3,842 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysartikel May 10

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

Investors in Mercari, Inc. ( TSE:4385 ) had a good week, as its shares rose 5.3% to close at JP¥2,386 following the...
Analysartikel Apr 30

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Apr 16

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

While Mercari, Inc. ( TSE:4385 ) might not have the largest market cap around , it led the TSE gainers with a...
Analysartikel Apr 03

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

Key Insights Mercari's estimated fair value is JP¥3,289 based on 2 Stage Free Cash Flow to Equity Mercari's JP¥2,305...
Analysartikel Mar 07

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Analysartikel Feb 21

Concerns Surrounding Mercari's (TSE:4385) Performance

The market for Mercari, Inc.'s ( TSE:4385 ) stock was strong after it released a healthy earnings report last week...
User avatar
Ny berättelse 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.
Analysartikel Feb 09

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

Mercari, Inc. ( TSE:4385 ) defied analyst predictions to release its interim results, which were ahead of market...
Analysartikel Feb 07

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

Mercari, Inc. ( TSE:4385 ) shareholders would be excited to see that the share price has had a great month, posting a...
Analysartikel Jan 07

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysartikel Dec 24

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

Key Insights The projected fair value for Mercari is JP¥2,938 based on 2 Stage Free Cash Flow to Equity Mercari's...
Analysartikel Nov 08

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

Mercari, Inc. ( TSE:4385 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
Analysartikel Oct 24

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Analysartikel Aug 20

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

Mercari, Inc.'s ( TSE:4385 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...
Analysartikel Aug 16

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

As you might know, Mercari, Inc. ( TSE:4385 ) recently reported its annual numbers. It looks like a credible result...
Analysartikel Aug 06

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

While Mercari, Inc. ( TSE:4385 ) might not have the largest market cap around , it saw significant share price movement...
Analysartikel Jul 23

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

Mercari, Inc.'s ( TSE:4385 ) price-to-earnings (or "P/E") ratio of 22.1x might make it look like a strong sell right...
Analysartikel Apr 16

Is Mercari (TSE:4385) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Feb 26

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

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...

Aktieägarnas avkastning

4385JP Multiline RetailJP Marknad
7D0.7%1.1%1.2%
1Y80.9%15.7%42.1%

Avkastning vs industri: 4385 översteg JP Multiline Retail branschen som gav 15.7 % under det senaste året.

Avkastning vs Marknaden: 4385 översteg JP marknaden som gav 42.1 % under det senaste året.

Prisvolatilitet

Is 4385's price volatile compared to industry and market?
4385 volatility
4385 Average Weekly Movement6.7%
Multiline Retail Industry Average Movement4.1%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

Stabil aktiekurs: 4385 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för JP.

Volatilitet över tid: 4385 s veckovolatilitet ( 7% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20132,159Shintaro Yamadawww.mercari.com

Mercari, Inc. planerar, utvecklar och driver Mercaris marknadsplatsapplikationer i Japan och USA. Företaget är också verksamt inom betalnings-, finans- och kryptotillgångsrelaterade verksamheter. Företaget bildades 2013 och har sitt säte i Tokyo, Japan.

Mercari, Inc. Sammanfattning av grunderna

Hur förhåller sig Mercari:s resultat och omsättning till dess börsvärde?
4385 grundläggande statistik
BörsvärdeJP¥693.35b
Vinst(TTM)JP¥33.81b
Intäkter(TTM)JP¥215.86b
20.5x
P/E-förhållande
3.2x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
4385 resultaträkning (TTM)
IntäkterJP¥215.86b
Kostnad för intäkterJP¥57.41b
BruttovinstJP¥158.44b
Övriga kostnaderJP¥124.63b
IntäkterJP¥33.81b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

Aug 05, 2026

Vinst per aktie (EPS)204.87
Bruttomarginal73.40%
Nettovinstmarginal15.66%
Skuld/egenkapitalförhållande204.1%

Hur har 4385 utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/23 19:42
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Mercari, Inc. bevakas av 22 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Yoshitaka NagaoBofA Global Research
Junko YamamuraCitigroup Inc
Keiichi YoneshimaCitigroup Inc