Mercari (6TP0) AI Stock Analysis
Mercari
(Frankfurt:6TP0)
No summary available
Mercari (6TP0) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 3.30B
- Dividend Yield
- ―
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 16.6
- Beta (1Y)
- 0.35
- Revenue Growth
- 7.30%
- EPS Growth
- 20.98%
- Country
- Germany
- Employees
- 2,065
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Specialty Retail
Mercari Business Overview & Revenue Model
Company Description
Mercari, Inc. is a company that designs, builds, and oversees its digital commerce applications, known as Mercari. These platforms serve customers in both Japan and the United States. The organization was established in 2013 and its main office is si...
Mercari Earnings Call Summary
The earnings call presented a mix of strong financial performance and significant challenges. Record profitability across all segments and notable fintech growth were overshadowed by underwhelming revenue growth and challenges in the U.S. market.
Q4-2025 Updates
Positive Updates
Negative Updates
Company Guidance
During Mercari's FY 2025 Full Year Financial Results Presentation, the company revealed that their core operating profit reached JPY 27.5 billion, surpassing forecasts with a year-on-year growth of 46%. However, revenue was JPY 192.6 billion, marking a 3% increase, but fell short of expectations due to a slowdown in marketplace and U.S. business growth. Despite these challenges, all three core segments—Marketplace, Fintech, and U.S.—achieved profitability, with cross-border transaction GMV surpassing JPY 90 billion and Mercard issuances exceeding 5 million. The company aims for a double-digit CAGR in revenue and over 25% CAGR in core operating profit by FY 2027, driven by Marketplace enhancements and Fintech growth, including a 32% increase in credit balance. For FY 2026, Mercari forecasts revenue of JPY 200-210 billion and core operating profit of JPY 28-32 billion, with plans to capitalize on AI to enhance user experience and maintain robust growth across all segments.
Mercari Peers Comparison
Overall Rating
EBAY71Outperform
DIBS68Neutral
ETSY67Neutral
RERE62Neutral
TDUP62Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| EBAY | 71Outperform | $53.40B | 26.05 | 46.11% | 1.00% | 15.33% | -0.34% |
| DIBS | 68Neutral | $166.06M | -22.60 | -8.97% | ― | 2.26% | 61.28% |
| ETSY | 67Neutral | $7.67B | 8.29 | -91.69% | ― | 0.69% | 521.02% |
| RERE | 62Neutral | $856.08M | 17.83 | 12.22% | 2.56% | 34.75% | 138.72% |
| TDUP | 62Neutral | $273.18M | -11.65 | -37.30% | ― | 15.58% | 64.75% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:6TP0 | Mercari, Inc. | 8.95 | 3.95 | 79.00% | |
| EBAY | Ebay Inc | 121.64 | 39.91 | 48.84% | |
| ETSY | Etsy Inc | 88.96 | 27.88 | 45.65% | |
| TDUP | Thredup, Inc. | 2.08 | -6.42 | -75.53% | |
| DIBS | 1Stdibs.Com, Inc. | 4.94 | 1.31 | 36.09% | |
| RERE | ATRenew Inc. Sponsored ADR | 3.90 | 0.03 | 0.78% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.