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Flags

Earnings warning

Rakuten

TYO:4755 · JP3967200001
IT ServicesX-Large

360

45
EV / EBIT59
Price / Owner Earnings63
Owner Earnings Yield64
Dividend Yield1
Price/Sales90
EV / Gross Profit33
Price/Book58
Return on Capital22
Cash Return on Capital40
Return on Equity10
EBIT Margin40
Gross Profitability1
Accruals27
Owner Earnings Margin42
Sales growth64
Profit Growth5
Long-Term EPS Growth43
Owner Earnings Growth100
Reinvestment32
Price momentum66
Debt load3
Refinancing100
Debt Payback27
Liquidity13
Analyst ratings33
Opinion Changes28
Price Target Upside71
Market mood25
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Rakuten doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryJapan
IndustryIT Services
SizeX-Large
TypePublic Company
ExchangeTSE
Founded1997
Employees6,151
Websitecorp.rakuten.co.jp
ISINJP3967200001
Last UpdateApr 2, 2026
Indices
Nikkei 225 (Japan)
Themes
Ad NetworkDigital MediaCryptocurrencyOnline PaymentsFintechVirtual Currency

Description

Rakuten Group, Inc. (Rakuten) provides services in e-commerce, fintech, digital content, and communications to various users. The company engages primarily in three main areas: Internet Services, FinTech, and Mobile. The company's Internet Services s…

Analysis

Weak and unloved

Rakuten Group, Inc. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 12.8×; owner earnings: the cash an owner could take out each year.

Growth is solid; the safety picture is adequate. The company scores 6/20 on our value-creation score: not creating value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
11
2023202420252026

All-time high

27

Mar 2026

All-time low

6

Jan 2023

Average rank

11

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
90
38
57
53
Price/Earnings
1
—
—
—
Price/Book
58
33
60
55
Dividend Yield
1
1
1
18
Value (overall)
53
21
23
37

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →