Komori

Mercari,Inc.

4385Information and Communications, Services and OthersLarge cap
3,670JPY+1.8%
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Price history
¥3,670Latest-46.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Mercari Group operates consumer-to-consumer marketplaces and fintech-based services, primarily in Japan and the United States. Consolidated revenue was ¥229.2 billion, core operating profit was ¥44.1 billion, and GMV was ¥1.2856 trillion. Through growth in group-wide GMV and segment revenue, the Group aims to expand cross-border transactions and create new customer experiences. Its main services include the Marketplace business, the Fintech business, overseas operations including the US, global-scale cross-border transactions and the global app, and Mercari Shops.

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Key numbersShowing 8 of 19
PER
17.7How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
4.56How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
25.8%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥627bnShare price × number of shares. The value of the entire company.
Equity ratio
18.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
19.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
10.0%The average annual growth in sales over the past three years.
What to watch next
2026年3月開始：匿名返品機能の寄与確認（返品率/取引成立率/CSコスト）
2026-03Impact MediumLikelihood Medium
2026年6月提供開始：メルカリ グローバルアプリ（米国）拡大による取引/ユーザー獲得の進捗
2026-06Impact MediumLikelihood Medium
業績面：2026年6月期のコア営業利益上方修正/着地（国内フリマ好調の継続度）
2026-06期決算（時期は開示に依存）Impact HighLikelihood Medium
資本政策：自己株式取得・消却（取得期間2026/8/6〜10/30、消却予定日2026/11/12）による需給・EPSへの影響
2026-08〜11Impact MediumLikelihood Medium
Fintechの信用領域：AI与信/債権管理の精度維持（回収率、延滞・不正の抑制）
次四半期〜継続Impact HighLikelihood Medium
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Who owns itTop holders total 65.7%
Listed holders 65.7%Everyone else 34.3%
Yamada Shintaro (山田 進太郎)21.45%
The Master Trust Bank of Japan, Ltd. (Trust Account)17.41%
Custody Bank of Japan, Ltd. (Trust Account).7.29%
株式会社suadd6.26%
OASIS JAPAN STRATEGIC FUND LTD.3.93%
富島 寛3.39%
GOVERNMENT OF NORWAY1.94%
CEP LUX-ORBIS SICAV1.76%
2 other listed holders2.26%
Who owns it
HolderOwnership (%)
Yamada Shintaro (山田 進太郎)21.45
The Master Trust Bank of Japan, Ltd. (Trust Account)17.41
Custody Bank of Japan, Ltd. (Trust Account).7.29
株式会社suadd6.26
OASIS JAPAN STRATEGIC FUND LTD.3.93
富島 寛3.39
GOVERNMENT OF NORWAY1.94
CEP LUX-ORBIS SICAV1.76
2 other listed holders2.26
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