GMO internet group Résultats passés
Passé contrôle des critères 4/6
Les bénéfices de GMO internet group ont diminué à un taux annuel moyen de -0.9%, tandis que le secteur IT a vu ses bénéfices augmenter de en à 11.8% par an. Les revenus ont augmenté de en à un taux moyen de 5.3% par an. Le rendement des capitaux propres de GMO internet group est 16% et ses marges nettes sont de 5.9%.
Informations clés
-0.91%
Taux de croissance des bénéfices
0.71%
Taux de croissance du BPA
| IT Croissance de l'industrie | 14.26% |
| Taux de croissance des recettes | 5.34% |
| Rendement des fonds propres | 16.00% |
| Marge nette | 5.95% |
| Prochaine mise à jour des résultats | 14 Aug 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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).
Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment GMO internet group gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 295,434 | 17,576 | 100,612 | 0 |
| 31 Dec 25 | 285,377 | 16,749 | 100,164 | 0 |
| 30 Sep 25 | 285,118 | 16,778 | 107,905 | 0 |
| 30 Jun 25 | 283,478 | 16,366 | 110,508 | 0 |
| 31 Mar 25 | 280,093 | 13,380 | 114,620 | 0 |
| 31 Dec 24 | 277,407 | 13,373 | 112,019 | 0 |
| 30 Sep 24 | 272,202 | 14,766 | 108,504 | 0 |
| 30 Jun 24 | 265,080 | 15,569 | 104,937 | 0 |
| 31 Mar 24 | 261,911 | 15,779 | 101,190 | 0 |
| 31 Dec 23 | 258,643 | 14,191 | 102,591 | 0 |
| 30 Sep 23 | 255,107 | 8,988 | 103,345 | 0 |
| 30 Jun 23 | 250,183 | 4,048 | 102,817 | 0 |
| 31 Mar 23 | 255,224 | 10,709 | 101,112 | 0 |
| 31 Dec 22 | 245,696 | 13,209 | 96,839 | 0 |
| 30 Sep 22 | 247,629 | 18,081 | 94,568 | 0 |
| 30 Jun 22 | 246,522 | 23,329 | 89,397 | 0 |
| 31 Mar 22 | 236,265 | 18,302 | 84,379 | 0 |
| 31 Dec 21 | 241,446 | 17,527 | 81,689 | 0 |
| 30 Sep 21 | 230,199 | 16,843 | 77,986 | 0 |
| 30 Jun 21 | 224,539 | 15,806 | 76,072 | 0 |
| 31 Mar 21 | 218,106 | 13,684 | 74,106 | 0 |
| 31 Dec 20 | 210,559 | 10,284 | 72,705 | 0 |
| 30 Sep 20 | 206,469 | 8,463 | 71,329 | 0 |
| 30 Jun 20 | 206,633 | 8,483 | 69,543 | 0 |
| 31 Mar 20 | 203,007 | 8,569 | 68,040 | 0 |
| 31 Dec 19 | 196,171 | 8,337 | 66,464 | 0 |
| 30 Sep 19 | 195,026 | -20,241 | 66,746 | 0 |
| 30 Jun 19 | 189,945 | -20,903 | 66,277 | 0 |
| 31 Mar 19 | 188,335 | -20,770 | 65,909 | 0 |
| 31 Dec 18 | 185,177 | -20,707 | 65,166 | 0 |
| 30 Sep 18 | 179,011 | 10,395 | 63,375 | 0 |
| 30 Jun 18 | 171,186 | 10,309 | 61,070 | 0 |
| 31 Mar 18 | 161,921 | 8,966 | 58,336 | 0 |
| 31 Dec 17 | 154,256 | 8,030 | 55,339 | 0 |
| 30 Sep 17 | 147,551 | 5,068 | 53,696 | 0 |
| 30 Jun 17 | 142,659 | 5,579 | 51,405 | 0 |
| 31 Mar 17 | 137,893 | 7,024 | 49,703 | 0 |
| 31 Dec 16 | 135,026 | 7,234 | 48,757 | 0 |
| 30 Sep 16 | 131,386 | 10,816 | 47,771 | 0 |
| 30 Jun 16 | 129,473 | 9,930 | 48,651 | 0 |
| 31 Mar 16 | 126,927 | 12,918 | 48,352 | 0 |
| 31 Dec 15 | 126,337 | 13,419 | 48,359 | 0 |
| 30 Sep 15 | 124,294 | 10,422 | 46,774 | 0 |
| 30 Jun 15 | 120,485 | 10,214 | 45,016 | 0 |
Des revenus de qualité: 9449 a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 9449 sont plus élevées que l'année dernière 9449. (5.9%) sont plus élevées que l'année dernière (4.8%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de 9449 ont diminué de 0.9% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de 9449 au cours de l'année écoulée ( 31.4% ) dépasse sa moyenne sur 5 ans ( -0.9% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices 9449 au cours de l'année écoulée ( 31.4% ) a dépassé celle du secteur IT 14%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de 9449 ( 16% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 05:04 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
GMO internet group, Inc. est couverte par 17 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| null null | CLSA |