Rakuten Group, Inc.

TSE:4755 Stock Report

Market Cap: JP¥1.6t

Rakuten Group Valuation

Is 4755 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of 4755 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

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Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 4755 (¥723.1) is trading below our estimate of future cash flow value (¥4441.46)

Significantly Below Future Cash Flow Value: 4755 is trading below future cash flow value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 4755?

Key metric: As 4755 is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 4755. This is calculated by dividing 4755's market cap by their current revenue.
What is 4755's PS Ratio?
PS Ratio0.6x
SalesJP¥2.50t
Market CapJP¥1.57t

Price to Sales Ratio vs Peers

How does 4755's PS Ratio compare to its peers?

The above table shows the PS ratio for 4755 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1.6x
7453 Ryohin Keikaku
2.2x7.80%JP¥1.8t
3099 Isetan Mitsukoshi Holdings
1.8x1.94%JP¥1.0t
7532 Pan Pacific International Holdings
1.2x4.74%JP¥2.9t
3086 J. Front Retailing
1.3x0.88%JP¥599.9b
4755 Rakuten Group
0.6x6.13%JP¥1.6t

Price-To-Sales vs Peers: 4755 is good value based on its Price-To-Sales Ratio (0.6x) compared to the peer average (1.6x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 4755's PS Ratio compare vs other companies in the JP Multiline Retail Industry?

7 CompaniesPrice / SalesEstimated GrowthMarket Cap
2653 Aeon Kyushu
0.2xn/aUS$596.81m
8203 Mr Max Holdings
0.2xn/aUS$154.83m
2735 Watts
0.1x0.87%US$50.12m
8165 Senshukai
0.2xn/aUS$40.12m
4755 0.6xIndustry Avg. 0.6xNo. of Companies7PS00.81.62.43.24+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 4755 is expensive based on its Price-To-Sales Ratio (0.6x) compared to the JP Multiline Retail industry average (0.6x).

Price to Sales Ratio vs Fair Ratio

What is 4755's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

4755 PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.6x
Fair PS Ratio0.8x

Price-To-Sales vs Fair Ratio: 4755 is good value based on its Price-To-Sales Ratio (0.6x) compared to the estimated Fair Price-To-Sales Ratio (0.8x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 4755 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥723.10
JP¥1,006.15
+39.14%
15.62%JP¥1,190.00JP¥575.00n/a13
Mar ’27JP¥828.10
JP¥1,011.92
+22.20%
16.69%JP¥1,190.00JP¥510.00n/a13
Feb ’27JP¥925.00
JP¥1,018.93
+10.15%
15.89%JP¥1,190.00JP¥510.00n/a14
Jan ’27JP¥1,004.00
JP¥1,019.69
+1.56%
16.51%JP¥1,200.00JP¥510.00n/a16
Dec ’26JP¥934.00
JP¥1,013.75
+8.54%
16.04%JP¥1,200.00JP¥510.00n/a16
Nov ’26JP¥1,009.50
JP¥997.81
-1.16%
16.28%JP¥1,200.00JP¥510.00n/a16
Oct ’26JP¥949.60
JP¥979.06
+3.10%
16.94%JP¥1,200.00JP¥510.00n/a16
Sep ’26JP¥910.40
JP¥953.67
+4.75%
17.86%JP¥1,200.00JP¥510.00n/a15
Aug ’26JP¥787.10
JP¥948.20
+20.47%
18.06%JP¥1,200.00JP¥510.00n/a15
Jul ’26JP¥785.00
JP¥950.93
+21.14%
18.00%JP¥1,200.00JP¥510.00n/a14
Jun ’26JP¥798.60
JP¥983.53
+23.16%
16.95%JP¥1,200.00JP¥510.00n/a15
May ’26JP¥831.40
JP¥977.77
+17.61%
15.94%JP¥1,200.00JP¥510.00n/a13
Apr ’26JP¥845.00
JP¥977.77
+15.71%
15.94%JP¥1,200.00JP¥510.00JP¥723.1013
Mar ’26JP¥920.70
JP¥991.50
+7.69%
16.83%JP¥1,200.00JP¥510.00JP¥828.1014
Feb ’26JP¥982.60
JP¥963.23
-1.97%
20.10%JP¥1,200.00JP¥400.00JP¥925.0013
Jan ’26JP¥858.90
JP¥963.23
+12.15%
20.10%JP¥1,200.00JP¥400.00JP¥1,004.0013
Dec ’25JP¥858.40
JP¥969.33
+12.92%
21.51%JP¥1,300.00JP¥400.00JP¥934.0012
Nov ’25JP¥903.60
JP¥967.69
+7.09%
21.37%JP¥1,300.00JP¥400.00JP¥1,009.5013
Oct ’25JP¥917.50
JP¥964.08
+5.08%
21.55%JP¥1,300.00JP¥400.00JP¥949.6013
Sep ’25JP¥1,033.50
JP¥935.53
-9.48%
20.80%JP¥1,300.00JP¥400.00JP¥910.4015
Aug ’25JP¥855.00
JP¥882.53
+3.22%
19.19%JP¥1,190.00JP¥400.00JP¥787.1015
Jul ’25JP¥861.40
JP¥851.20
-1.18%
20.53%JP¥1,190.00JP¥400.00JP¥785.0015
Jun ’25JP¥816.00
JP¥852.27
+4.44%
20.71%JP¥1,190.00JP¥400.00JP¥798.6015
May ’25JP¥755.00
JP¥834.80
+10.57%
21.77%JP¥1,190.00JP¥400.00JP¥831.4015
Apr ’25JP¥875.60
JP¥786.31
-10.20%
24.99%JP¥1,190.00JP¥400.00JP¥845.0016
JP¥1.01k
Fair Value
28.1% undervalued intrinsic discount
13
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/31 22:56
End of Day Share Price 2026/03/31 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Rakuten Group, Inc. is covered by 30 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc