GMO internet group（9449）株式概要
GMOインターネットグループ株式会社は、国内外で様々なインターネットサービスを提供しています。 詳細
9449 Community Fair Values
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Analyst Price Targets
GMO internet group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥3,908.00 |
| 52週高値 | JP¥4,118.00 |
| 52週安値 | JP¥2,731.50 |
| ベータ | 0 |
| 1ヶ月の変化 | 23.24% |
| 3ヶ月変化 | 31.83% |
| 1年変化 | 8.62% |
| 3年間の変化 | 40.85% |
| 5年間の変化 | 30.57% |
| IPOからの変化 | 64.55% |
最新ニュース
ナラティブの更新 • Jun 17
9449: Buybacks And Higher Dividends Will Support Future Share Returns
Analysts have left their ¥5,000 price target for GMO Internet Group unchanged, citing only marginal tweaks to revenue growth, profit margin, and future P/E assumptions as reasons for maintaining their prior view. What’s in the News for GMO Internet Group Completed share repurchase of 828,000 shares, representing 0.84% of outstanding shares, for ¥2,739.95 million between April 1, 2026 and June 11, 2026 under the buyback announced on February 12, 2026.ナラティブの更新 • Jun 03
9449: Takeover Defense And Subsidiary Actions Will Support Future Share Returns
Analysts kept GMO Internet Group's fair value estimate steady at ¥5,000. Modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions reflect a slightly more cautious but still balanced outlook on the stock's risk and earnings profile.Recent updates
ナラティブの更新 • Jun 17
9449: Buybacks And Higher Dividends Will Support Future Share Returns
Analysts have left their ¥5,000 price target for GMO Internet Group unchanged, citing only marginal tweaks to revenue growth, profit margin, and future P/E assumptions as reasons for maintaining their prior view. What’s in the News for GMO Internet Group Completed share repurchase of 828,000 shares, representing 0.84% of outstanding shares, for ¥2,739.95 million between April 1, 2026 and June 11, 2026 under the buyback announced on February 12, 2026.ナラティブの更新 • Jun 03
9449: Takeover Defense And Subsidiary Actions Will Support Future Share Returns
Analysts kept GMO Internet Group's fair value estimate steady at ¥5,000. Modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions reflect a slightly more cautious but still balanced outlook on the stock's risk and earnings profile.
ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| 9449 | JP IT | JP 市場 | |
|---|---|---|---|
| 7D | 8.3% | 3.8% | 0.2% |
| 1Y | 8.6% | -3.0% | 42.8% |
業界別リターン: 9449過去 1 年間で-3 % の収益を上げたJP IT業界を上回りました。
リターン対市場: 9449は、過去 1 年間で42.8 % のリターンを上げたJP市場を下回りました。
価格変動
| 9449 volatility | |
|---|---|
| 9449 Average Weekly Movement | 7.4% |
| IT Industry Average Movement | 4.8% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
安定した株価: 9449の株価は、 JP市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 9449の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1976 | 6,484 | Masatoshi Kumagai | group.gmo |
GMOインターネットグループ株式会社は、国内外において様々なインターネットサービスを提供しています。インターネットインフラ事業、インターネットセキュリティ事業、インターネット広告・メディア事業、インターネット金融事業、暗号資産事業、その他事業を展開。ドメイン、ホスティング、クラウド、決済代行、Eコマース支援、ECプラットフォーム、集客支援、プロバイダー、フリーWiFi、Web制作支援、電子契約、金融サービス、AI、ロボティクスサービス、SSL・暗号化、ブランドセキュリティ、サイバーセキュリティを提供。また、集客支援、スタートアップ支援、ユーザー参加型メディア、ゲームプラットフォーム、ゲーム、リサーチ、SEO対策、広告支援、オンライン証券・FX取引、オンラインバンキングサービスを提供している。さらに、事業支援やベンチャーキャピタル、アートの提供、暗号通貨取引やNFTマーケットプレイス関連事業も行っている。旧社名はGMOインターネット株式会社で、2022年9月にGMOインターネットグループ株式会社に商号変更した。GMOインターネットグループは1976年に設立され、渋谷に本社を置いている。
GMO internet group, Inc. 基礎のまとめ
| 9449 基礎統計学 | |
|---|---|
| 時価総額 | JP¥386.48b |
| 収益（TTM） | JP¥17.51b |
| 売上高(TTM) | JP¥294.98b |
22.1x
PER（株価収益率1.3x
P/Sレシオ9449 は割高か？
公正価値と評価分析を参照収益と収入
| 9449 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥294.98b |
| 売上原価 | JP¥118.10b |
| 売上総利益 | JP¥176.88b |
| その他の費用 | JP¥159.38b |
| 収益 | JP¥17.51b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 14, 2026
| 一株当たり利益（EPS） | 177.02 |
| グロス・マージン | 59.96% |
| 純利益率 | 5.93% |
| 有利子負債／自己資本比率 | 248.6% |
9449 の長期的なパフォーマンスは？
過去の実績と比較を見る| GMO internet group 配当日 | |
|---|---|
| 配当落ち日 | Jun 29 2026 |
| 配当支払日 | Sep 17 2026 |
| 配当落ちまでの日数 | 12 days |
| 配当支払日までの日数 | 68 days |
9449 配当は確実ですか？
9449 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 16:39 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
GMO internet group, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| null null | CLSA |