Mercari (4385) Aktievy
Mercari, Inc. planerar, utvecklar och driver Mercaris marknadsplatsapplikationer i Japan och USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
4385 Community Fair Values
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Analyst Price Targets
Mercari, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | JP¥4,693.00 |
| 52 veckors högsta | JP¥4,860.00 |
| 52 veckors lägsta | JP¥2,069.00 |
| Beta | 1.06 |
| 1 månads förändring | 26.16% |
| 3 månaders förändring | 18.75% |
| 1 års förändring | 97.52% |
| 3 års förändring | 30.69% |
| 5 års förändring | -17.38% |
| Förändring sedan börsintroduktionen | -11.45% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.
Uppdatering av berättelse • Jun 18
4385: Revised Guidance And User Trends Will Support Steady Cash Flows
Analysts have lifted their fair value estimate for Mercari to ¥4,176.92 from ¥3,848.46, citing updated assumptions for slightly lower discount rates, modestly higher projected revenue growth and profit margins, as well as a higher future P/E multiple. What’s in the News for Mercari Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million, compared with its previous range of ¥210,000 million to ¥220,000 million.Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • Jun 18
4385: Revised Guidance And User Trends Will Support Steady Cash Flows
Analysts have lifted their fair value estimate for Mercari to ¥4,176.92 from ¥3,848.46, citing updated assumptions for slightly lower discount rates, modestly higher projected revenue growth and profit margins, as well as a higher future P/E multiple. What’s in the News for Mercari Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, and now expects revenue of ¥220,000 million, compared with its previous range of ¥210,000 million to ¥220,000 million.
Uppdatering av berättelse • Jun 03
4385: Raised Revenue Guidance Will Sustain Overvaluation Risk Despite Higher Discount Rate
Analysts have raised Mercari's fair value estimate from ¥2,700 to about ¥2,812, citing updated assumptions around discount rates, revenue, profit margins, and future P/E multiples that refine their overall outlook on the stock. 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 its previous range of ¥210,000 million to ¥220,000 million.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...
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...Aktieägarnas avkastning
| 4385 | JP Multiline Retail | JP Marknad | |
|---|---|---|---|
| 7D | 0.6% | 4.6% | -0.7% |
| 1Y | 97.5% | 21.1% | 42.6% |
Avkastning vs industri: 4385 översteg JP Multiline Retail branschen som gav 21.1 % under det senaste året.
Avkastning vs Marknaden: 4385 översteg JP marknaden som gav 42.6 % under det senaste året.
Prisvolatilitet
| 4385 volatility | |
|---|---|
| 4385 Average Weekly Movement | 6.7% |
| Multiline Retail Industry Average Movement | 4.5% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.1% |
Stabil aktiekurs: 4385 s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för JP.
Volatilitet över tid: 4385 s veckovolatilitet ( 7% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av JP aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2013 | 2,159 | Shintaro Yamada | www.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
| 4385 grundläggande statistik | |
|---|---|
| Börsvärde | JP¥775.27b |
| Vinst(TTM) | JP¥33.81b |
| Intäkter(TTM) | JP¥215.86b |
22.9x
P/E-förhållande3.6x
P/S-förhållandeÄr 4385 övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| 4385 resultaträkning (TTM) | |
|---|---|
| Intäkter | JP¥215.86b |
| Kostnad för intäkter | JP¥57.41b |
| Bruttovinst | JP¥158.44b |
| Övriga kostnader | JP¥124.63b |
| Intäkter | JP¥33.81b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Aug 05, 2026
| Vinst per aktie (EPS) | 204.68 |
| Bruttomarginal | 73.40% |
| Nettovinstmarginal | 15.66% |
| Skuld/egenkapitalförhållande | 204.1% |
Hur har 4385 utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/15 19:27 |
| Aktiekurs vid dagens slut | 2026/07/15 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/06/30 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar 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.
| Analytiker | Institution |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Junko Yamamura | Citigroup Inc |
| Keiichi Yoneshima | Citigroup Inc |