GMO internet group Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de GMO internet group de 15.9% y 8.2% por año respectivamente. Se prevé que el BPA crezca en un 17.1% al año. Se espera que la rentabilidad financiera sea de 24.6% en 3 años.
Información clave
15.9%
Tasa de crecimiento de los beneficios
17.12%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de IT | 10.8% |
| Tasa de crecimiento de los ingresos | 8.2% |
| Rentabilidad financiera futura | 24.60% |
| Cobertura de analistas | Low |
| Última actualización | 22 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • 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.Actualización del análisis • 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).
Actualización del análisis • 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).Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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).Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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).Actualización del análisis • 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).Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nuevo análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 367,395 | 28,797 | 62,452 | 79,635 | 2 |
| 12/31/2027 | 334,535 | 25,277 | 57,649 | 70,844 | 5 |
| 12/31/2026 | 306,733 | 19,917 | 52,100 | 71,800 | 3 |
| 12/31/2025 | 285,377 | 16,749 | 43,489 | 55,537 | N/A |
| 9/30/2025 | 285,118 | 16,778 | N/A | N/A | N/A |
| 6/30/2025 | 283,478 | 16,366 | 83,990 | 100,299 | N/A |
| 3/31/2025 | 280,093 | 13,380 | N/A | N/A | N/A |
| 12/31/2024 | 277,407 | 13,373 | 53,769 | 84,735 | N/A |
| 9/30/2024 | 272,202 | 14,766 | N/A | N/A | N/A |
| 6/30/2024 | 265,080 | 15,569 | 7,716 | 32,693 | N/A |
| 3/31/2024 | 261,911 | 15,779 | N/A | N/A | N/A |
| 12/31/2023 | 258,643 | 14,191 | -7,527 | 14,914 | N/A |
| 9/30/2023 | 255,107 | 8,988 | N/A | N/A | N/A |
| 6/30/2023 | 250,183 | 4,048 | -13,452 | 9,887 | N/A |
| 3/31/2023 | 255,224 | 10,709 | N/A | N/A | N/A |
| 12/31/2022 | 245,696 | 13,209 | 15,240 | 25,641 | N/A |
| 9/30/2022 | 247,629 | 18,081 | N/A | N/A | N/A |
| 6/30/2022 | 246,522 | 23,329 | 7,713 | 16,338 | N/A |
| 3/31/2022 | 236,265 | 18,302 | N/A | N/A | N/A |
| 12/31/2021 | 241,446 | 17,527 | -32,279 | -23,783 | N/A |
| 9/30/2021 | 230,199 | 16,843 | N/A | N/A | N/A |
| 6/30/2021 | 224,539 | 15,806 | -26,650 | -18,879 | N/A |
| 3/31/2021 | 218,106 | 13,684 | N/A | N/A | N/A |
| 12/31/2020 | 210,559 | 10,284 | 30,791 | 38,277 | N/A |
| 9/30/2020 | 206,469 | 8,463 | N/A | N/A | N/A |
| 6/30/2020 | 206,633 | 8,483 | 26,464 | 36,082 | N/A |
| 3/31/2020 | 203,007 | 8,569 | N/A | N/A | N/A |
| 12/31/2019 | 196,171 | 8,337 | -3,672 | 7,502 | N/A |
| 9/30/2019 | 195,026 | -20,241 | N/A | N/A | N/A |
| 6/30/2019 | 189,945 | -20,903 | N/A | 16,408 | N/A |
| 3/31/2019 | 188,335 | -20,770 | N/A | N/A | N/A |
| 12/31/2018 | 185,177 | -20,707 | N/A | 13,127 | N/A |
| 9/30/2018 | 179,011 | 10,395 | N/A | 15,145 | N/A |
| 6/30/2018 | 171,186 | 10,309 | N/A | 9,334 | N/A |
| 3/31/2018 | 161,921 | 8,966 | N/A | 8,414 | N/A |
| 12/31/2017 | 154,256 | 8,030 | N/A | 5,481 | N/A |
| 9/30/2017 | 147,551 | 5,068 | N/A | 10,830 | N/A |
| 6/30/2017 | 142,659 | 5,579 | N/A | 14,757 | N/A |
| 3/31/2017 | 137,893 | 7,024 | N/A | 12,615 | N/A |
| 12/31/2016 | 135,026 | 7,234 | N/A | 3,118 | N/A |
| 9/30/2016 | 131,386 | 10,816 | N/A | 11,843 | N/A |
| 6/30/2016 | 129,473 | 9,930 | N/A | -33,551 | N/A |
| 3/31/2016 | 126,927 | 12,918 | N/A | -26,813 | N/A |
| 12/31/2015 | 126,337 | 13,419 | N/A | -12,624 | N/A |
| 9/30/2015 | 124,294 | 10,422 | N/A | -17,466 | N/A |
| 6/30/2015 | 120,485 | 10,214 | N/A | 18,228 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (15.9% al año) de 9449 es superior a la tasa de ahorro (0.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (15.9% al año) de 9449 crezcan más rápidamente que el mercado JP (10.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de 9449 crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (8.2% al año) de 9449 crezcan más rápidamente que los del mercado JP (5.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 8.2% al año) de 9449 crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 9449 sea alta dentro de 3 años (24.6%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/08 00:09 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
GMO internet group, Inc. está cubierta por 17 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| null null | CLSA |