Mercari Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Mercari kazanç ve gelirin sırasıyla yıllık 7.6% ve 8.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 18.7% olacağı tahmin edilmektedir.
Anahtar bilgiler
7.6%
Kazanç büyüme oranı
7.56%
EPS büyüme oranı
| Multiline Retail kazanç büyümesi | 18.9% |
| Gelir büyüme oranı | 8.1% |
| Gelecekteki özkaynak getirisi | 18.74% |
| Analist kapsamı | Good |
| Son güncelleme | 18 May 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Recent updates
Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 6/30/2028 | 260,980 | 37,696 | 1,750 | 27,504 | 12 |
| 6/30/2027 | 242,566 | 33,708 | -3,250 | 19,264 | 13 |
| 6/30/2026 | 222,520 | 27,916 | -95,000 | 6,498 | 11 |
| 3/31/2026 | 215,857 | 33,813 | -42,597 | -39,349 | N/A |
| 12/31/2025 | 204,727 | 29,316 | -23,082 | -20,237 | N/A |
| 9/30/2025 | 197,149 | 28,168 | 13,602 | 14,932 | N/A |
| 6/30/2025 | 192,633 | 26,114 | -12,249 | -11,949 | N/A |
| 3/31/2025 | 190,596 | 16,439 | 2,493 | 2,857 | N/A |
| 12/31/2024 | 189,182 | 16,295 | -7,034 | -6,763 | N/A |
| 9/30/2024 | 188,060 | 13,583 | -39,750 | -39,524 | N/A |
| 6/30/2024 | 187,407 | 13,461 | -43,492 | -43,337 | N/A |
| 3/31/2024 | 185,029 | 16,768 | N/A | N/A | N/A |
| 12/31/2023 | 180,165 | 16,418 | -45,238 | -45,012 | N/A |
| 9/30/2023 | 176,306 | 15,469 | N/A | N/A | N/A |
| 6/30/2023 | 172,064 | 13,070 | -37,354 | -36,883 | N/A |
| 3/31/2023 | 165,261 | 5,195 | N/A | N/A | N/A |
| 12/31/2022 | 160,143 | -3,639 | -23,064 | -22,297 | N/A |
| 9/30/2022 | 153,444 | -7,038 | N/A | N/A | N/A |
| 6/30/2022 | 147,049 | -7,569 | -26,886 | -26,217 | N/A |
| 3/31/2022 | 138,915 | -5,564 | N/A | N/A | N/A |
| 12/31/2021 | 129,093 | -1,119 | -24,630 | -24,321 | N/A |
| 9/30/2021 | 117,593 | 1,320 | N/A | N/A | N/A |
| 6/30/2021 | 106,115 | 5,720 | 2,947 | 3,367 | N/A |
| 3/31/2021 | 99,826 | 3,016 | N/A | N/A | N/A |
| 12/31/2020 | 91,495 | -4,558 | 16,091 | 16,703 | N/A |
| 9/30/2020 | 83,883 | -11,378 | N/A | N/A | N/A |
| 6/30/2020 | 76,275 | -22,772 | 11,760 | 12,533 | N/A |
| 3/31/2020 | 67,655 | -28,635 | N/A | N/A | N/A |
| 12/31/2019 | 60,888 | -23,392 | N/A | -3,437 | N/A |
| 9/30/2019 | 55,679 | -17,990 | N/A | N/A | N/A |
| 6/30/2019 | 51,683 | -13,764 | N/A | -7,289 | N/A |
| 3/31/2019 | 46,996 | -10,948 | N/A | N/A | N/A |
| 6/30/2018 | 35,765 | -7,041 | N/A | -3,437 | N/A |
| 6/30/2017 | 22,071 | -4,207 | N/A | N/A | N/A |
| 6/30/2016 | 12,256 | -348 | N/A | N/A | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 4385 'nin tahmini kazanç büyümesi (yıllık 7.6% ) tasarruf oranının ( 0.8% ) üzerindedir.
Kazançlar ve Piyasa: 4385 şirketinin kazançlarının (yıllık 7.6% ) JP pazarından (yıllık 8.8% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 4385 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: 4385 şirketinin gelirinin (yıllık 8.1% ) JP pazarından (yıllık 5.3% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 4385 şirketinin gelirinin (yıllık 8.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 4385 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 18.7 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 11:45 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Mercari, Inc. 22 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Junko Yamamura | Citigroup Inc |
| Keiichi Yoneshima | Citigroup Inc |