Added to YB: 2026-06-01
Pitch date: 2026-05-28
4755.T [neutral]
Rakuten Group, Inc.
Author Info
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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 1.6T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.93
P/E
-13.12
EV/Sales
1.01
Sector
Broadline Retail
Category
turnaround
Show full summary:
Rakuten Q1 2026, Leverage Down & Rakuten Bank Restructuring
4755.T (earnings): Q1'26 rev +14.4% to $4.05B, adj EBITDA +36.2% to $684.5M. Mobile turning profitable (10.4M subs, +$6.3M EBITDA); non-fintech net debt/EBITDA down 11.4x→5.7x. Rakuten Bank restructuring + Mizuho alliance. 20% OCF yield, ~15% IRR. FCF positive 2027-28. Stock -25% YTD.
Read full article (6 min)