Mercari Yönetim
Yönetim kriter kontrolleri 2/4
Mercari CEO'su Shintaro Yamada, Apr2017 tarihinde atandı, in görev süresi 9.33 yıldır. in toplam yıllık tazminatı ¥ 231.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.9% maaş ve 93.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 27.69% ine doğrudan sahiptir ve bu hisseler ¥ 216.53B değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.8 yıl ve 2.9 yıldır.
Anahtar bilgiler
Shintaro Yamada
İcra Kurulu Başkanı
JP¥231.0m
Toplam tazminat
| CEO maaş yüzdesi | 6.93% |
| CEO görev süresi | 9.3yrs |
| CEO sahipliği | 27.7% |
| Yönetim ortalama görev süresi | 5.8yrs |
| Yönetim Kurulu ortalama görev süresi | 2.9yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Jul 30
4385: Cross Border App Expansion Will Sustain Overvaluation Risk Despite Higher Earnings Assumptions
Analysts have raised their price target for Mercari from ¥2,812 to ¥3,400, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modestly higher future P/E multiple. What’s in the News for Mercari Mercari Japan launched a new standalone Mercari Japan app in the United States, creating a dedicated cross border shopping platform for American customers to buy items from Mercari and Mercari Shops in Japan.
Anlatı Güncellemesi • Jul 16
4385: Cross-Border App Expansion And Steady Margins Will Support Cash Flows
Analysts have modestly raised their Mercari price target from about ¥4,177 to roughly ¥4,415, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that slightly adjust their valuation framework. What's in the News Mercari Japan launched a new standalone Mercari Japan app for U.S. users, offering a dedicated cross-border shopping platform that connects American buyers with items listed on Mercari and Mercari Shops in Japan.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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.
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.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | JP¥35b |
| Mar 31 2026 | n/a | n/a | JP¥34b |
| Dec 31 2025 | n/a | n/a | JP¥29b |
| Sep 30 2025 | n/a | n/a | JP¥28b |
| Jun 30 2025 | JP¥231m | JP¥16m | JP¥26b |
| Mar 31 2025 | n/a | n/a | JP¥16b |
| Dec 31 2024 | n/a | n/a | JP¥16b |
| Sep 30 2024 | n/a | n/a | JP¥14b |
| Jun 30 2024 | JP¥237m | JP¥22m | JP¥13b |
| Mar 31 2024 | n/a | n/a | JP¥17b |
| Dec 31 2023 | n/a | n/a | JP¥16b |
| Sep 30 2023 | n/a | n/a | JP¥15b |
| Jun 30 2023 | JP¥237m | JP¥22m | JP¥13b |
Tazminat ve Piyasa: Shintaro 'nin toplam tazminatı ($USD 1.45M ), JP pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.02M ).
Tazminat ve Kazançlar: Shintaro 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Shintaro Yamada (49 yo)
9.3yrs
Görev süresi
JP¥231,000,000
Tazminat
Mr. Shintaro Yamada is Co-Founder of Mercari, Inc. and serves as its Global Chief Executive Officer since April 2017 and served as its Representative Director since February 2013. Mr. Yamada serves as Repr...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 9.3yrs | JP¥231.00m | 27.69% ¥ 216.5b | |
| Executive Officer | 5.6yrs | JP¥121.00m | 0.027% ¥ 208.7m | |
| Executive Officer & Senior VP of Japan Business | no data | JP¥105.00m | 0.0087% ¥ 68.0m | |
| President & Chairman of the Board | 12.4yrs | JP¥100.00m | 0.60% ¥ 4.7b | |
| VP, CTO | less than a year | Veri yok | Veri yok | |
| VP & Chief Information Officer | 3.6yrs | Veri yok | Veri yok | |
| Chief Compliance Officer | no data | Veri yok | Veri yok | |
| Vice President of Sales | no data | Veri yok | Veri yok | |
| VP, CHRO & Chief AI Officer | less than a year | Veri yok | Veri yok | |
| Senior Vice President of Special Projects | no data | Veri yok | Veri yok | |
| Senior VP & Chief Innovation Officer | 5.9yrs | Veri yok | Veri yok | |
| Head of US Communications | 7.5yrs | Veri yok | Veri yok |
5.8yrs
Ortalama Görev Süresi
45.5yo
Ortalama Yaş
Deneyimli Yönetim: 4385 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.8 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 13.5yrs | JP¥231.00m | 27.69% ¥ 216.5b | |
| Executive Officer | 2.9yrs | JP¥121.00m | 0.027% ¥ 208.7m | |
| President & Chairman of the Board | 12.4yrs | JP¥100.00m | 0.60% ¥ 4.7b | |
| Lead Independent Director | 2.9yrs | Veri yok | 0.00036% ¥ 2.8m | |
| Independent Outside Director | 1.9yrs | Veri yok | 0.00030% ¥ 2.3m | |
| Independent Outside Director | 1.9yrs | Veri yok | Veri yok | |
| Independent Outside Director | less than a year | Veri yok | 0.000060% ¥ 469.2k | |
| Independent Outside Director | 5.9yrs | Veri yok | 0.00036% ¥ 2.8m | |
| Independent Outside Director | 2.9yrs | Veri yok | 0.00036% ¥ 2.8m | |
| Director | 2.9yrs | Veri yok | 0.0012% ¥ 9.5m | |
| Independent Outside Director | 1.9yrs | Veri yok | Veri yok | |
| Independent Outside Director | 1.9yrs | Veri yok | Veri yok |
2.9yrs
Ortalama Görev Süresi
52.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: 4385 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.9 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/12 23:50 |
| Gün Sonu Hisse Fiyatı | 2026/08/12 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/06/30 |
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 |
|
|
| 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 kullanacağınıza dair 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. 17 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |
| Shingo Kumazawa | Daiwa Securities Co. Ltd. |