GMO internet group, Inc.

TSE:9449 株式レポート

時価総額：JP¥314.8b

GMO internet group 将来の成長

Future 基準チェック /46

GMO internet group利益と収益がそれぞれ年間15.9%と8.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.6% 17.1%なると予測されています。

主要情報

15.9%

収益成長率

17.12%

EPS成長率

IT 収益成長10.8%
収益成長率8.2%
将来の株主資本利益率24.60%
アナリストカバレッジ

Low

最終更新日22 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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...
User avatar
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...

業績と収益の成長予測

TSE:9449 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028367,39528,79762,45279,6352
12/31/2027334,53525,27757,64970,8445
12/31/2026306,73319,91752,10071,8003
12/31/2025285,37716,74943,48955,537N/A
9/30/2025285,11816,778N/AN/AN/A
6/30/2025283,47816,36683,990100,299N/A
3/31/2025280,09313,380N/AN/AN/A
12/31/2024277,40713,37353,76984,735N/A
9/30/2024272,20214,766N/AN/AN/A
6/30/2024265,08015,5697,71632,693N/A
3/31/2024261,91115,779N/AN/AN/A
12/31/2023258,64314,191-7,52714,914N/A
9/30/2023255,1078,988N/AN/AN/A
6/30/2023250,1834,048-13,4529,887N/A
3/31/2023255,22410,709N/AN/AN/A
12/31/2022245,69613,20915,24025,641N/A
9/30/2022247,62918,081N/AN/AN/A
6/30/2022246,52223,3297,71316,338N/A
3/31/2022236,26518,302N/AN/AN/A
12/31/2021241,44617,527-32,279-23,783N/A
9/30/2021230,19916,843N/AN/AN/A
6/30/2021224,53915,806-26,650-18,879N/A
3/31/2021218,10613,684N/AN/AN/A
12/31/2020210,55910,28430,79138,277N/A
9/30/2020206,4698,463N/AN/AN/A
6/30/2020206,6338,48326,46436,082N/A
3/31/2020203,0078,569N/AN/AN/A
12/31/2019196,1718,337-3,6727,502N/A
9/30/2019195,026-20,241N/AN/AN/A
6/30/2019189,945-20,903N/A16,408N/A
3/31/2019188,335-20,770N/AN/AN/A
12/31/2018185,177-20,707N/A13,127N/A
9/30/2018179,01110,395N/A15,145N/A
6/30/2018171,18610,309N/A9,334N/A
3/31/2018161,9218,966N/A8,414N/A
12/31/2017154,2568,030N/A5,481N/A
9/30/2017147,5515,068N/A10,830N/A
6/30/2017142,6595,579N/A14,757N/A
3/31/2017137,8937,024N/A12,615N/A
12/31/2016135,0267,234N/A3,118N/A
9/30/2016131,38610,816N/A11,843N/A
6/30/2016129,4739,930N/A-33,551N/A
3/31/2016126,92712,918N/A-26,813N/A
12/31/2015126,33713,419N/A-12,624N/A
9/30/2015124,29410,422N/A-17,466N/A
6/30/2015120,48510,214N/A18,228N/A

アナリストによる今後の成長予測

収入対貯蓄率: 9449の予測収益成長率 (年間15.9% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 9449の収益 ( 15.9% ) はJP市場 ( 10.1% ) よりも速いペースで成長すると予測されています。

高成長収益: 9449の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 9449の収益 ( 8.2% ) JP市場 ( 5.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: 9449の収益 ( 8.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 9449の 自己資本利益率 は、3年後には高くなると予測されています ( 24.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/08 01:02
終値2026/05/08 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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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. 5 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 YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
null nullCLSA