Added to YB: 2025-12-03
Pitch date: 2025-11-30
4755.T [bullish]
Rakuten Group, Inc.
-19.68%
current return
Author Info
No bio for this author
Company Info
Rakuten Group, Inc. provides various services in e-commerce, fintech, digital content, and communications to various users in Japan, the Americas, Europe, rest of Asia, and internationally.
Market Cap
JPY 1.7T
Pitch Price
JPY 946.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.56
P/E
-9.79
EV/Sales
0.74
Sector
Broadline Retail
Category
growth
Rakuten: A Japanese Conglomerate
4755.T: Japanese e-commerce/fintech giant w/ Rakuten Points ecosystem moat. Q3 rev +10.5% to ¥628B, non-GAAP op income +212% to ¥38.6B. Mobile EBITDA turned positive, debt/EBITDA improving from 11.4x to 8.3x, targeting 6x by 2026. Trading at ¥2T mkt cap vs ¥400B projected EBITDA. Risk: high leverage, yen volatility.
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