Added to YB: 2026-03-10
Pitch date: 2026-03-07
4755.T [bullish]
Rakuten Group, Inc.
+2.73%
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 762.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.56
P/E
-9.79
EV/Sales
0.74
Sector
Broadline Retail
Category
turnaround
Rakuten Full Year 2025 The Capex Dilemma
4755.T: Mobile EBITDA turned positive for first time since 2019 launch, but increased capex to ¥200B ($1.27B) for Tokyo subway connectivity sent stock -18%. FY25 rev: Internet $6.61B (+5.8%), Fintech card $2.3B (+13.2%), Mobile $2.4B (+32%). Debt/EBITDA improved to 6.5x from 11.4x, targeting 5.0x by 2027. ASTS stake worth $2.91B. Consolidating fintech into one entity. AI strategy leveraging ecosystem data for ad sales & conversion. $2B non-fintech CFO. Trades $11.2B mcap. 15%+ IRR target over 2-3yrs as mobile scales, debt derisks, fintech re-rates.
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