GMO internet group Management
Management Kriterienprüfungen 4/4
GMO internet group CEO ist Masatoshi Kumagai , ernannt in Jun 2016, hat eine Amtszeit von 9.92 Jahren. Die jährliche Gesamtvergütung beträgt ¥127.00M , bestehend aus 100% Gehalt und 0% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 45.28% der Aktien des Unternehmens, im Wert von ¥142.52B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 9.9 Jahre bzw. 10.2 Jahre.
Wichtige Informationen
Masatoshi Kumagai
Geschäftsführender
JP¥127.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 100.00% |
| Amtszeit als Geschäftsführer | 9.9yrs |
| Eigentum des Geschäftsführers | 45.3% |
| Durchschnittliche Amtszeit des Managements | 9.9yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 10.2yrs |
Jüngste Management Updates
Recent updates
Analyse-Update • May 02
9449: AI Alliance And GPU Cloud Investment Will Drive Upside-Skewed Outlook
Analysts kept their fair value estimate for GMO Internet Group steady at ¥4,122, citing unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for leaving price targets aligned with prior views. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc.Analyse-Update • Apr 17
9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook
Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).
Analyse-Update • Apr 03
9449: Share Repurchases And AI Fintech Expansion Will Support Future Returns
Analysts have maintained their ¥5,000 price target for GMO Internet Group, citing slightly revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as the main factors behind the updated view. What's in the News Board meeting on March 19, 2026, to consider continuation of the policy toward large scale purchases of the company’s shares, described as takeover defense measures (Board Meeting).Analyse-Update • Mar 20
9449: Buybacks And AI Alliances Will Shape A More Upside-Skewed Outlook
Analysts have kept their average price target for GMO Internet Group unchanged at ¥4,062.50. They cite slightly higher modeled revenue growth of 8.75%, a marginally stronger profit margin of 7.84%, and a modestly higher future P/E assumption of 18.51x in their updated forecasts.Analyse-Update • Mar 06
9449: Share Repurchases And New AI Authorizations Will Support Future Shareholder Returns
Analysts have maintained their fair value estimate for GMO Internet Group at ¥5,000. Only minor adjustments have been made to assumptions on revenue growth, profit margins, and the future P/E used to support the unchanged price target.Analyse-Update • Feb 19
9449: Share Repurchases And AI Expansion Will Support Stronger Shareholder Returns
Analysts have kept their ¥5,000 price target on GMO Internet Group steady, citing a slightly lower discount rate, a modestly softer revenue growth outlook, and a small improvement in expected profit margin and future P/E assumptions as reasons for only fine tuning their models rather than changing the headline target. What's in the News The board approved a proposal to amend the Articles of Incorporation, aiming to expand and reinforce operations in AI, robotics and cybersecurity, and to add new purposes related to insurance and small-amount and short-term insurance businesses, subject to approval at the FY2025 AGM on March 19, 2026 (Changes in Company Bylaws/Rules, Feb 16, 2026).Analyse-Update • Feb 05
9449: Buybacks And Alliance Plans Will Guide A Measured Outlook
Analysts have kept their fair value estimate for GMO Internet Group unchanged at ¥4,062.50 while modestly adjusting inputs such as the discount rate and assumed future P/E. This reflects updated views on the stock's risk profile rather than a shift in their headline price target.Analyse-Update • Jan 22
9449: Share Buybacks And Alliance Plans Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for GMO Internet Group from ¥3,670 to ¥4,062.50, citing adjustments to the discount rate, revenue growth, profit margin assumptions and a higher future P/E as the main drivers of this change. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million.Analyse-Update • Jan 07
9449: Share Repurchases And Alliance Moves Will Support Stronger Shareholder Returns
Analysts have lifted their price target on GMO Internet Group to ¥5,000, citing updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million, with the program running through February 12, 2026 (Key Developments).Analyse-Update • Dec 13
9449: Share Buybacks And Higher Margins Will Drive Stronger Shareholder Returns
Analysts have raised their fair value estimate for GMO Internet Group from ¥4,500 to ¥5,000, citing a modest uplift in expected profit margins and a slightly higher justified future earnings multiple, despite largely unchanged growth assumptions and discount rate. What's in the News The Board of Directors authorized a new share buyback plan on November 25, 2025, signaling ongoing commitment to shareholder returns (Key Developments).Analyseartikel • Nov 03
GMO internet group, Inc. (TSE:9449) Shares Could Be 45% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, GMO internet group fair value estimate is JP¥6,260 GMO...Analyseartikel • Oct 16
Market Participants Recognise GMO internet group, Inc.'s (TSE:9449) Earnings
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider GMO...Analyseartikel • Aug 05
Is There An Opportunity With GMO internet group, Inc.'s (TSE:9449) 40% Undervaluation?
TSE:9449 1 Year Share Price vs Fair Value Explore GMO internet group's Fair Values from the Community and select yours...Analyseartikel • Jul 10
Is GMO internet group (TSE:9449) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Jun 19
GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00
GMO internet group, Inc. ( TSE:9449 ) has announced that it will pay a dividend of ¥14.00 per share on the 18th of...Analyseartikel • May 07
Why Investors Shouldn't Be Surprised By GMO internet group, Inc.'s (TSE:9449) 25% Share Price Surge
GMO internet group, Inc. ( TSE:9449 ) shareholders have had their patience rewarded with a 25% share price jump in the...Analyseartikel • Mar 20
GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00
GMO internet group, Inc.'s ( TSE:9449 ) investors are due to receive a payment of ¥14.00 per share on 17th of June...Analyseartikel • Mar 06
GMO internet group's (TSE:9449) Dividend Will Be ¥14.00
GMO internet group, Inc.'s ( TSE:9449 ) investors are due to receive a payment of ¥14.00 per share on 17th of June...
Neue Analyse • Feb 23
Launch Of Net Security Project Will Address Global Cybersecurity Needs
The transition to a holding structure and security project launch can drive revenue growth by enhancing operational efficiency and creating new revenue streams.Analyseartikel • Dec 18
GMO internet group (TSE:9449) Has Announced A Dividend Of ¥12.30
The board of GMO internet group, Inc. ( TSE:9449 ) has announced that it will pay a dividend of ¥12.30 per share on the...Analyseartikel • Nov 08
Investors Interested In GMO internet group, Inc.'s (TSE:9449) Earnings
With a price-to-earnings (or "P/E") ratio of 18.1x GMO internet group, Inc. ( TSE:9449 ) may be sending bearish signals...Analyseartikel • Aug 06
It's Down 26% But GMO internet group, Inc. (TSE:9449) Could Be Riskier Than It Looks
GMO internet group, Inc. ( TSE:9449 ) shareholders that were waiting for something to happen have been dealt a blow...Analyseartikel • Jun 27
Is GMO internet group (TSE:9449) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Apr 19
With GMO internet group, Inc. (TSE:9449) It Looks Like You'll Get What You Pay For
GMO internet group, Inc.'s ( TSE:9449 ) price-to-earnings (or "P/E") ratio of 19.5x might make it look like a sell...Analyseartikel • Feb 29
GMO internet group (TSE:9449) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | JP¥17b |
| Sep 30 2025 | n/a | n/a | JP¥17b |
| Jun 30 2025 | n/a | n/a | JP¥16b |
| Mar 31 2025 | n/a | n/a | JP¥13b |
| Dec 31 2024 | JP¥127m | JP¥127m | JP¥13b |
| Sep 30 2024 | n/a | n/a | JP¥15b |
| Jun 30 2024 | n/a | n/a | JP¥16b |
| Mar 31 2024 | n/a | n/a | JP¥16b |
| Dec 31 2023 | JP¥126m | JP¥126m | JP¥14b |
| Sep 30 2023 | n/a | n/a | JP¥9b |
| Jun 30 2023 | n/a | n/a | JP¥4b |
| Mar 31 2023 | n/a | n/a | JP¥11b |
| Dec 31 2022 | JP¥133m | JP¥133m | JP¥13b |
| Sep 30 2022 | n/a | n/a | JP¥18b |
| Jun 30 2022 | n/a | n/a | JP¥23b |
| Mar 31 2022 | n/a | n/a | JP¥18b |
| Dec 31 2021 | JP¥236m | JP¥125m | JP¥18b |
| Sep 30 2021 | n/a | n/a | JP¥17b |
| Jun 30 2021 | n/a | n/a | JP¥16b |
| Mar 31 2021 | n/a | n/a | JP¥14b |
| Dec 31 2020 | JP¥204m | JP¥122m | JP¥10b |
| Sep 30 2020 | n/a | n/a | JP¥8b |
| Jun 30 2020 | n/a | n/a | JP¥8b |
| Mar 31 2020 | n/a | n/a | JP¥9b |
| Dec 31 2019 | JP¥119m | JP¥119m | JP¥8b |
Vergütung im Vergleich zum Markt: MasatoshiDie Gesamtvergütung ($USD810.13K) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt JP ($USD854.79K).
Entschädigung vs. Einkommen: MasatoshiDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Masatoshi Kumagai (62 yo)
9.9yrs
Amtszeit
JP¥127,000,000
Vergütung
Mr. Masatoshi Kumagai was Chairman of Gmo Tech Holdings,Inc. until 2025. Mr. Kumagai serves as Chief Executive Officer of GMO Venture Tsushin Startup Support Co. Ltd.He serves as the Chairman of the Board...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 9.9yrs | JP¥127.00m | 45.28% ¥ 142.5b | |
| Executive VP | 7.3yrs | JP¥134.00m | 0.039% ¥ 124.1m | |
| EVP, Dep.to Grp CEO | 7.3yrs | JP¥134.00m | 0.056% ¥ 175.1m | |
| Group Executive Officer & GM of Group Legal Department | 5.2yrs | keine Daten | keine Daten | |
| Executive VP & Head of Group Systems Division | 17.3yrs | JP¥127.00m | keine Daten | |
| Group Senior Managing Executive Officer & Head of Group Management Support Division | no data | JP¥117.00m | keine Daten | |
| Group EVP | 17.3yrs | JP¥133.00m | 0.14% ¥ 455.2m | |
| Group Sr Mang Exe Off | 6.3yrs | JP¥106.00m | keine Daten | |
| Sr. Managing Executive Officer & Head of Group Engineer Recruitment/Technology PR | 18.2yrs | JP¥107.00m | keine Daten | |
| Group MEO and Head of Domain registration and sales & cloud rental server business | 17.3yrs | keine Daten | keine Daten | |
| Executive VP | no data | JP¥189.00m | 0.0071% ¥ 22.3m |
9.9yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von 9449 ist erfahren und erfahren (durchschnittliche Amtszeit von 9.9 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 4.2yrs | JP¥127.00m | 45.28% ¥ 142.5b | |
| Executive VP | 24.2yrs | JP¥134.00m | 0.039% ¥ 124.1m | |
| EVP, Dep.to Grp CEO | 25.2yrs | JP¥134.00m | 0.056% ¥ 175.1m | |
| Group EVP | 18.1yrs | JP¥133.00m | 0.14% ¥ 455.2m | |
| Executive VP | 20.2yrs | JP¥189.00m | 0.0071% ¥ 22.3m | |
| Independent Outside Director | 10.2yrs | keine Daten | 0.0010% ¥ 3.2m | |
| Independent Outside Director | 10.2yrs | keine Daten | 0.017% ¥ 54.1m | |
| Director | 3.2yrs | keine Daten | 0.0071% ¥ 22.3m | |
| Independent Outside Director | less than a year | keine Daten | keine Daten |
10.2yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrener Vorstand: 9449Die Vorstandsmitglieder sind sehr erfahren ( 10.2 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/08 06:58 |
| Aktienkurs zum Tagesende | 2026/05/08 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
GMO internet group, Inc. wird von 17 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| null null | CLSA |