GMO internet group Gestione
Criteri Gestione verificati 4/4
GMO internet group Il CEO è Masatoshi Kumagai, nominato in Jun2016, e ha un mandato di 9.92 anni. la retribuzione annua totale è ¥ 127.00M, composta da 100% di stipendio e 0% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 45.28% delle azioni della società, per un valore di ¥ 142.52B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 9.9 anni e 10.2 anni.
Informazioni chiave
Masatoshi Kumagai
Amministratore delegato
JP¥127.0m
Compenso totale
| Percentuale dello stipendio del CEO | 100.00% |
| Mandato del CEO | 9.9yrs |
| Proprietà del CEO | 45.3% |
| Durata media del management | 9.9yrs |
| Durata media del Consiglio di amministrazione | 10.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).
Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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 |
Compensazione vs Mercato: La retribuzione totale di Masatoshi ($USD 810.13K ) è circa la media per le aziende di dimensioni simili nel mercato JP ($USD 854.79K ).
Compensazione vs guadagni: La retribuzione di Masatoshi è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Masatoshi Kumagai (62 yo)
9.9yrs
Mandato
JP¥127,000,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | Nessun dato | |
| Executive VP & Head of Group Systems Division | 17.3yrs | JP¥127.00m | Nessun dato | |
| Group Senior Managing Executive Officer & Head of Group Management Support Division | no data | JP¥117.00m | Nessun dato | |
| Group EVP | 17.3yrs | JP¥133.00m | 0.14% ¥ 455.2m | |
| Group Sr Mang Exe Off | 6.3yrs | JP¥106.00m | Nessun dato | |
| Sr. Managing Executive Officer & Head of Group Engineer Recruitment/Technology PR | 18.2yrs | JP¥107.00m | Nessun dato | |
| Group MEO and Head of Domain registration and sales & cloud rental server business | 17.3yrs | Nessun dato | Nessun dato | |
| Executive VP | no data | JP¥189.00m | 0.0071% ¥ 22.3m |
9.9yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di 9449 è esperto e expertise (durata media dell'incarico 9.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | 0.0010% ¥ 3.2m | |
| Independent Outside Director | 10.2yrs | Nessun dato | 0.017% ¥ 54.1m | |
| Director | 3.2yrs | Nessun dato | 0.0071% ¥ 22.3m | |
| Independent Outside Director | less than a year | Nessun dato | Nessun dato |
10.2yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di 9449 è composto da personale esperto e esperto (durata media dell'incarico 10.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/08 09:29 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
GMO internet group, Inc. è coperta da 17 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| null null | CLSA |