Mercari, Inc.
4385株式会社メルカリ
Latest half-year results
First half · fiscal year to 2026-06 · filed 2026-02-13For the first half of the fiscal year to 2026-06: Revenue ¥106.3 billion (+12.8% YoY), Profit before tax ¥19.8 billion (+55.0% YoY), Net income ¥10.6 billion (+43.4% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥106.3bn | +12.8% |
| Profit before tax | ¥19.8bn | +55.0% |
| Net profit to owners | ¥10.6bn | +43.4% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/4385/earnings-releases.
Financials
IFRS · consolidated · fiscal year to 2026-06-30- Revenue
- ¥229.3bn
- Net income
- ¥35.4bn
- ROE
- 30.0%
- Equity ratio
- 18.9%
- Dividend / share
- —
- Employees
- 2,065
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-06-30 | ¥229.3bn | ¥35.4bn | ¥726.6bn | ¥137.1bn | 30.0% | ¥214.74 | −¥9.5bn |
| 2025-06-30 | ¥192.6bn | ¥26.1bn | ¥543.8bn | ¥99.3bn | 30.5% | ¥159.05 | −¥11.9bn |
| 2024-06-30 | ¥187.5bn | ¥13.5bn | ¥501.8bn | ¥73.0bn | 21.2% | ¥82.48 | −¥44.8bn |
| 2023-06-30 | ¥172.1bn | ¥13.1bn | ¥418.3bn | ¥55.2bn | 28.1% | ¥81.28 | −¥36.9bn |
| 2022-06-30 | ¥147.0bn | −¥7.6bn | ¥345.2bn | ¥38.0bn | — | ¥-47.34 | −¥26.2bn |
Indicators
Computed by us from filings · fiscal year to 2026-06-30| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 30 | 95.8 |
| Ordinary margin | 0.1927 | 89.3 |
| Equity ratio, % | 18.9 | 6.7 |
| Revenue growth | 0.1903 | 85.7 |
| Net income growth | 0.3556 | 68.4 |
| Operating cash flow / assets | -0.0131 | 13.2 |
Results wording balance: +1.00. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥266.1bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥1.3bn. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/4385/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/4385/buybacksSegments, votes and tender offers
Stated in EDINET filings/v1/companies/4385/segments/v1/companies/4385/votingOwnership changes
All companies →- 2026-07-22
NOMURA INTERNATIONAL PLC raised holdings in Mercari, Inc. (4385) to 8.38% from 8.02%.
- 2026-04-21
Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in Mercari, Inc. (4385) to 5.23% from 5.27%.
- 2026-03-05
Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in Mercari, Inc. (4385) to 5.27% from 5.97%.
- 2026-02-05
NOMURA INTERNATIONAL PLC raised holdings in Mercari, Inc. (4385) to 8.02% from 7.91%.
- 2026-01-21
Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in Mercari, Inc. (4385) to 5.97% from 6.32%.
- 2026-01-09
Nomura Securities Co.,Ltd. reduced holdings in Mercari, Inc. (4385) to 7.91% from 8.38%.
- 2025-12-02
Nomura Securities Co.,Ltd. raised holdings in Mercari, Inc. (4385) to 8.38% from 8.16%.
- 2025-11-28
individual filer reduced holdings in Mercari, Inc. (4385) to 27.75% from 27.82%.
- 2025-11-20
Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in Mercari, Inc. (4385) to 6.32% from 7.69%.
- 2025-11-07
Nomura Securities Co.,Ltd. reduced holdings in Mercari, Inc. (4385) to 8.16% from 8.62%.
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| individual filer | 2021-12-01 – 2025-11-21 | -3,340,662 | −2.08pt | ¥2,192.41 | ¥82–2,491 |
| individual filer | 2025-05-09 – 2025-11-21 | +3,781,323 | +2.35pt | ¥2,422.46 | ¥2,398–2,491 |
| Oasis Management Company Ltd. | 2024-09-10 – 2024-11-06 | +871,095 | +0.53pt | ¥1,824 | ¥1,824–1,824 |
| individual filer | 2024-09-19 – 2024-09-20 | -35,000 | −0.02pt | ¥2,699.64 | ¥2,692–2,720 |
| Luxor Capital Group, LP | 2022-06-10 – 2022-08-30 | -5,893,330 | −3.66pt | ¥5,594 | ¥5,594–5,594 |
Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/4385/trades.
5% filings
Large shareholding reports on 4385| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-07-22 | NOMURA INTERNATIONAL PLC | 8.38% | +0.36pt | — |
| 2026-04-21 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 5.23% | −0.04pt | — |
| 2026-03-05 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 5.27% | −0.70pt | — |
| 2026-02-05 | NOMURA INTERNATIONAL PLC | 8.02% | +0.11pt | — |
| 2026-01-21 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 5.97% | −0.35pt | — |
| 2026-01-09 | Nomura Securities Co.,Ltd. | 7.91% | −0.47pt | — |
| 2025-12-02 | Nomura Securities Co.,Ltd. | 8.38% | +0.22pt | — |
| 2025-11-28 | individual filer | 27.75% | −0.07pt | — |
| 2025-11-20 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 6.32% | −1.37pt | — |
| 2025-11-07 | Nomura Securities Co.,Ltd. | 8.16% | −0.46pt | — |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- — issues
- Book value
- —
- Sold in the year
- — — issues
- Bought in the year
- — — issues
- Mutual, both reports
- 0
- Held by listed cos.
- 1
Held by: GMO Payment Gateway, Inc. 3769
Purposes, all holdings and mutual flags via /v1/companies/4385/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2026-06-30| Shareholder | Shares | Ratio |
|---|---|---|
| individual holder | 35,435,000 | 21.45% |
| 日本マスタートラスト信託銀行株式会社（信託口） | 28,764,000 | 17.41% |
| 株式会社日本カストディ銀行（信託口） | 12,039,000 | 7.29% |
| 株式会社suadd | 10,348,000 | 6.26% |
| OASIS JAPAN STRATEGIC FUND LTD. | 6,500,000 | 3.93% |
| individual holder | 5,595,000 | 3.39% |
| GOVERNMENT OF NORWAY | 3,202,000 | 1.94% |
| individual holder | 2,907,000 | 1.76% |
| STATE STREET BANK AND TRUST COMPANY 505001 | 1,962,000 | 1.19% |
| CACEIS BANK FOR (EQUITIES) NON TREATY UCITS CLIENTS | 1,761,000 | 1.07% |
U.S. funds holding 4385
SEC Form N-PORT, reports to 2026-07-3157 U.S. funds held 8,744,114 shares worth $232.5m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 1,626,587 | $44.0m | 0.007% | 2026-07-31 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 1,092,730 | $27.6m | 0.009% | 2026-06-30 |
| iShares Core MSCI EAFE ETF iShares Trust | 845,300 | $22.9m | 0.012% | 2026-07-31 |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 776,200 | $20.9m | 0.364% | 2026-07-31 |
| THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 551,401 | $14.9m | 0.372% | 2026-07-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/4385
GET /v1/companies/4385/financials
GET /v1/companies/4385/details
GET /v1/companies/4385/segments
GET /v1/companies/4385/voting
GET /v1/companies/4385/tender-offers
GET /v1/companies/4385/indicators
GET /v1/companies/4385/earnings-releases
GET /v1/events?ticker=4385
GET /v1/companies/4385/trades
GET /v1/companies/4385/cross-holdings
GET /v1/companies/4385/brief