Rakuten Group, Inc.

TSE:4755 Stok Raporu

Piyasa değeri: JP¥1.9t

Rakuten Group Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Rakuten Group kazanç ve gelirin sırasıyla yıllık 62.5% ve 6.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 63.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 7.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

62.5%

Kazanç büyüme oranı

63.72%

EPS büyüme oranı

Multiline Retail kazanç büyümesi19.3%
Gelir büyüme oranı6.5%
Gelecekteki özkaynak getirisi7.68%
Analist kapsamı

Good

Son güncelleme06 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jul 14

4755: FinTech Reorganization And Partnerships Will Support A Stronger Outlook

Rakuten Group's analyst price target has shifted from about ¥983.57 to about ¥922.86. Analysts point to updated assumptions for revenue growth, profit margins, the discount rate and a lower forward P/E as the key drivers of this change.
Anlatı Güncellemesi • Jun 30

4755: Rich P/E And Sponsorship Push Will Limit Future Upside

Analysts have modestly reduced their price target for Rakuten Group to ¥633.55 from ¥647.25, reflecting updated views on fair value, revenue growth, profit margins, and future P/E assumptions. What's in the News Rakuten Group and Golden State Group extended their multi-year partnership covering the Golden State Warriors, Golden State Valkyries and Santa Cruz Warriors, with a continued focus on fan engagement and community initiatives, including more than $12 million in contributions to the Golden State Community Foundation.
Anlatı Güncellemesi • Jun 15

4755: FinTech Reorganization Will Tighten Control Yet Constrain Future Upside

Analysts have trimmed their price target for Rakuten Group to around ¥647 from about ¥670, pointing to updated assumptions for slightly faster revenue growth, higher profit margins, and a lower forward P/E multiple. What's in the News Board meeting scheduled for May 20, 2026, to review an integrated agreement on reorganizing Rakuten Group's FinTech business, including Rakuten Bank, through share deliveries that would make Rakuten Card and Rakuten Securities Holdings subsidiaries.
Anlatı Güncellemesi • Jun 01

4755: FinTech Reorganization Will Pressure Margins And Limit Upside Potential

Analysts now estimate Rakuten Group's fair value at about ¥670, a reduction from roughly ¥692, reflecting adjustments to revenue growth, profit margin, discount rate, and a higher assumed future P/E multiple. What's in the News Board meeting scheduled for May 20, 2026 to consider an integrated agreement on reorganizing Rakuten Group's FinTech business, including Rakuten Bank, through share deliveries that would make Rakuten Card and Rakuten Securities Holdings subsidiaries of Rakuten Bank, among other agenda items (Key Developments).
Anlatı Güncellemesi • May 02

4755: FinTech Reorganization And Governance Changes Will Support A Stronger Outlook

Analysts have kept their fair value estimate for Rakuten Group steady at about ¥984 per share. This reflects largely unchanged assumptions around revenue growth, profit margins, discount rate and future P/E multiples in their refreshed price target work.
Anlatı Güncellemesi • Apr 17

4755: FinTech Reorganization And Governance Changes Will Support A Stronger Outlook

Analysts have trimmed their price target on Rakuten Group to ¥983.57 from ¥1,014.64, reflecting updated assumptions that pair slightly higher forecast revenue growth with modestly lower profit margins and a marginally adjusted future P/E estimate. What's in the News A board meeting is scheduled for February 25, 2026, to consider restarting discussions on reorganizing Rakuten's FinTech business and to address other items on the agenda (company event filing).
Anlatı Güncellemesi • Apr 02

4755: FinTech Reorganization Talks And CFO Succession Will Shape Balanced Outlook

Analysts have trimmed their price target on Rakuten Group to ¥691.85. This reflects updated assumptions that now point to slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple.
Anlatı Güncellemesi • Mar 19

4755: Slightly Higher P/E Will Likely Offset Modest Margin And CFO Transition

Analysts have slightly raised their price target on Rakuten Group to ¥691.85 from ¥674.07, reflecting updated assumptions for revenue growth, profit margin, and future P/E multiples. What's in the News Rakuten Group plans for Group CFO Kenji Hirose to retire from the CFO role on March 27, 2026, with a move to Executive Fellow, signaling an upcoming transition in financial leadership (Key Developments).
Anlatı Güncellemesi • Mar 04

4755: Higher Future P/E Will Likely Outrun Softer Profit Margin Outlook

Analysts now see slightly lower upside for Rakuten Group, trimming their price target from around ¥692 to about ¥674. They are factoring in modestly softer revenue growth and profit margin assumptions, along with a higher future P/E expectation.
Anlatı Güncellemesi • Feb 18

4755: Connectivity Partnerships And Margin Improvement Will Support A Stronger Outlook

Analysts have trimmed their fair value estimate for Rakuten Group from ¥1,019.69 to ¥1,014.64. This reflects slightly lower assumed revenue growth and a modestly reduced future P/E, partly offset by a small uplift in projected profit margins and a lower discount rate.
Analiz Makalesi • Feb 14

Analysts Are Updating Their Rakuten Group, Inc. (TSE:4755) Estimates After Its Full-Year Results

Rakuten Group, Inc. ( TSE:4755 ) shareholders are probably feeling a little disappointed, since its shares fell 6.7% to...
Anlatı Güncellemesi • Feb 04

4755: Connectivity Ambitions And Higher P/E Will Likely Overstate Future Profit Margin Upside

Analysts have nudged their fair value estimate for Rakuten Group higher to ¥692.01 from ¥672.93, citing small uplifts in modeled revenue growth, profit margin assumptions, and the forward P/E multiple. What's in the News Rakuten Group, through Rakuten Symphony, signed a Memorandum of Understanding with VEON Ltd.'s Beeline Kazakhstan to explore collaboration on next generation connectivity and digital services in Kazakhstan (Key Developments).
Anlatı Güncellemesi • Jan 20

4755: Future Profit Margin Reliance Will Likely Overstate Merger And Connectivity Upside

Analysts have lifted their fair value estimate for Rakuten Group from ¥616.12 to ¥672.93 per share, reflecting updated views on the discount rate, revenue growth, profit margin outlook, and a revised future P/E assumption. What's in the News VEON Ltd.
Anlatı Güncellemesi • Jan 06

4755: U S Card IPO Review And Partnerships Will Shape Balanced Outlook

Analysts have maintained their fair value estimate for Rakuten Group at ¥1,019.69. This indicates no change in their overall price target, as their underlying assumptions for discount rate, revenue growth, profit margin and future P/E remain essentially consistent with prior views.
Anlatı Güncellemesi • Dec 23

4755: U S Card IPO Plans And Impairment Will Shape Outlook

Analysts have nudged their fair value estimate for Rakuten Group slightly higher from ¥1,018.13 to ¥1,019.69. This reflects modestly stronger revenue growth expectations that more than offset a small downward revision in long term profit margin assumptions.
Anlatı Güncellemesi • Dec 08

4755: U S Listing Plans And Impairment Charge Will Shape Outlook

Analysts have modestly raised their price target on Rakuten Group from ¥1,007.50 to ¥1,018.13, citing slightly stronger expected revenue growth, improving profit margins, and a lower anticipated future P/E multiple that together support a marginally higher fair value. What's in the News Rakuten is exploring a potential U.S. IPO of its credit card business, alongside alternatives such as a partial stake sale to a strategic investor, following Mizuho’s earlier purchase of a 15% stake for about $1.1 billion (Reuters).
Analiz Makalesi • Dec 03

What You Can Learn From Rakuten Group, Inc.'s (TSE:4755) P/S

There wouldn't be many who think Rakuten Group, Inc.'s ( TSE:4755 ) price-to-sales (or "P/S") ratio of 0.8x is worth a...
Anlatı Güncellemesi • Nov 24

4755: U S Listing Plans and Impairment Loss Will Influence Future Performance

Analysts have slightly increased their fair value estimate for Rakuten Group to ¥1,007.50 from ¥997.81. This adjustment reflects updated forecasts for profit margin improvements, despite minor downward revisions to revenue growth expectations.
Anlatı Güncellemesi • Nov 10

4755: U S Listing Discussions and Impairment Charge Will Shape Outlook

Analysts have maintained their price target for Rakuten Group at ¥997.81, citing continued stability in key valuation factors and minimal changes in financial assumptions. What's in the News Rakuten is considering a U.S. IPO of its credit card unit.
Anlatı Güncellemesi • Oct 27

Credit Card IPO Plans And Improved Margins Will Drive Future Performance

Narrative Update on Rakuten Group: Analyst Price Target Revision Analysts have modestly increased their fair value estimate for Rakuten Group, raising the price target from ¥987.19 to ¥997.81. This adjustment reflects improved outlooks on profit margins and long-term performance assumptions.
Anlatı Güncellemesi • Oct 13

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group's analyst price target has seen a modest increase from ¥979.06 to ¥987.19. This reflects analysts' expectations for slightly higher revenue growth and stable profit margins in upcoming periods.
Anlatı Güncellemesi • Sep 29

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group’s fair value estimate was revised only slightly higher to ¥979, as both future P/E and net profit margin projections remained virtually unchanged. Valuation Changes Summary of Valuation Changes for Rakuten Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥968 to ¥979.
Anlatı Güncellemesi • Sep 14

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group's valuation has improved due to a notable increase in net profit margin and a significant decline in future P/E, leading analysts to revise their consensus price target slightly upward from ¥955 to ¥968. Valuation Changes Summary of Valuation Changes for Rakuten Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥955 to ¥968.
Anlatı Güncellemesi • Aug 27

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group’s forward P/E has risen sharply while net profit margin has declined meaningfully, indicating expectations of reduced profitability and higher valuation multiples, resulting in only a marginal increase in fair value to ¥954. What's in the News Rakuten Advertising introduced new affiliate marketing solutions offering enhanced data transparency, brand safety, and compliance for advertisers and publishers.
Analiz Makalesi • Aug 13

Results: Rakuten Group, Inc. Delivered A Surprise Loss And Now Analysts Have New Forecasts

It's been a pretty great week for Rakuten Group, Inc. ( TSE:4755 ) shareholders, with its shares surging 11% to JP¥838...
Analiz Makalesi • Aug 09

Why Investors Shouldn't Be Surprised By Rakuten Group, Inc.'s (TSE:4755) P/S

There wouldn't be many who think Rakuten Group, Inc.'s ( TSE:4755 ) price-to-sales (or "P/S") ratio of 0.7x is worth a...
User avatar
Yeni Anlatı • Nov 24

Critical Growth In Global Markets And AI Innovation To Drive Revenue And Profitability

AI-driven efficiencies and international expansion are expected to boost revenue and competitive advantages through improved margins and personalized customer retention.

Kazanç ve Gelir Büyüme Tahminleri

TSE:4755 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20283,161,063102,516421,384749,80113
12/31/20272,952,52446,432290,956645,46014
12/31/20262,760,698-46,091171,776483,11115
3/31/20262,577,454-123,063452,495674,750N/A
12/31/20252,496,575-177,886218,125424,093N/A
9/30/20252,449,247-163,37886,863290,138N/A
6/30/20252,387,398-210,915184,874391,245N/A
3/31/20252,328,313-193,51993,782304,291N/A
12/31/20242,279,233-162,442947,6451,190,882N/A
9/30/20242,197,697-281,3841,100,2491,382,032N/A
6/30/20242,149,423-275,450845,6291,150,092N/A
3/31/20242,109,304-299,300658,068995,624N/A
12/31/20232,071,315-339,473373,035724,192N/A
9/30/20232,054,409-323,241-21,086351,133N/A
6/30/20232,007,080-336,252-185,294212,888N/A
3/31/20231,966,386-364,039-606,910-171,452N/A
12/31/20221,927,878-372,884-697,360-257,947N/A
9/30/20221,845,891-299,656-733,201-282,494N/A
6/30/20221,781,684-245,007-336,496109,119N/A
3/31/20221,727,371-200,097-58,206360,692N/A
12/31/20211,681,757-133,828172,066582,707N/A
9/30/20211,615,922-134,990194,820611,066N/A
6/30/20211,570,441-152,152299,602711,215N/A
3/31/20211,515,608-104,023519,537910,549N/A
12/31/20201,455,538-114,199656,3171,041,391N/A
9/30/20201,398,341-89,242731,6561,060,637N/A
6/30/20201,356,056-159,622504,044784,883N/A
3/31/20201,315,081-172,188267,873520,138N/A
12/31/20191,263,932-31,888N/A318,320N/A
9/30/20191,216,93120,242N/A190,795N/A
6/30/20191,175,963178,009N/A301,504N/A
3/31/20191,139,903229,842N/A191,157N/A
12/31/20181,101,480142,282N/A145,615N/A
9/30/20181,058,327145,861N/A135,807N/A
6/30/20181,016,545134,792N/A65,026N/A
3/31/2018974,268102,946N/A120,450N/A
12/31/2017944,474110,585N/A162,056N/A
9/30/2017899,03666,700N/A57,314N/A
6/30/2017853,10051,742N/A99,706N/A
3/31/2017813,69351,310N/A-97,708N/A
12/31/2016781,91637,995N/A30,700N/A
9/30/2016758,20145,723N/A108,937N/A
6/30/2016750,45543,232N/A-24,066N/A
3/31/2016735,03641,986N/A137,084N/A
12/31/2015713,55544,436N/A78,245N/A
9/30/2015689,06070,946N/A70,384N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 4755 önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 0.9% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: 4755 önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: 4755 önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: 4755 şirketinin gelirinin (yıllık 6.5% ) JP pazarından (yıllık 6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 4755 şirketinin gelirinin (yıllık 6.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 4755 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 7.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/08 22:09
Gün Sonu Hisse Fiyatı2026/08/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

Rakuten Group, Inc. 28 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc