GMO internet group, Inc.

TSE:9449 株式レポート

時価総額：JP¥337.5b

GMO internet group マネジメント

マネジメント 基準チェック /44

GMO internet groupの CEO はMasatoshi Kumagaiで、 Jun2016年に任命され、 の在任期間は 9.92年です。 の年間総報酬は¥ 131.00Mで、 100%給与と0%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の45.28%を直接所有しており、その価値は¥ 152.82B 。経営陣と取締役会の平均在任期間はそれぞれ9.9年と10.2年です。

主要情報

Masatoshi Kumagai

最高経営責任者

JP¥131.0m

報酬総額

CEO給与比率100.00%
CEO在任期間9.9yrs
CEOの所有権45.3%
経営陣の平均在職期間9.9yrs
取締役会の平均在任期間10.2yrs

経営陣の近況

Recent updates

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...
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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...

CEO報酬分析

GMO internet group の収益と比較して、Masatoshi Kumagai の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

JP¥18b

Dec 31 2025JP¥131mJP¥131m

JP¥17b

Sep 30 2025n/an/a

JP¥17b

Jun 30 2025n/an/a

JP¥16b

Mar 31 2025n/an/a

JP¥13b

Dec 31 2024JP¥127mJP¥127m

JP¥13b

Sep 30 2024n/an/a

JP¥15b

Jun 30 2024n/an/a

JP¥16b

Mar 31 2024n/an/a

JP¥16b

Dec 31 2023JP¥126mJP¥126m

JP¥14b

Sep 30 2023n/an/a

JP¥9b

Jun 30 2023n/an/a

JP¥4b

Mar 31 2023n/an/a

JP¥11b

Dec 31 2022JP¥133mJP¥133m

JP¥13b

Sep 30 2022n/an/a

JP¥18b

Jun 30 2022n/an/a

JP¥23b

Mar 31 2022n/an/a

JP¥18b

Dec 31 2021JP¥236mJP¥125m

JP¥18b

Sep 30 2021n/an/a

JP¥17b

Jun 30 2021n/an/a

JP¥16b

Mar 31 2021n/an/a

JP¥14b

Dec 31 2020JP¥204mJP¥122m

JP¥10b

Sep 30 2020n/an/a

JP¥8b

Jun 30 2020n/an/a

JP¥8b

Mar 31 2020n/an/a

JP¥9b

Dec 31 2019JP¥119mJP¥119m

JP¥8b

報酬と市場: Masatoshiの 総報酬 ($USD 823.20K ) は、 JP市場 ($USD 842.99K ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Masatoshiの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Masatoshi Kumagai (62 yo)

9.9yrs
在職期間
JP¥131,000,000
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Masatoshi Kumagai
Founder9.9yrsJP¥131.00m45.28%
¥ 152.8b
Masashi Yasuda
Executive VP7.3yrsJP¥134.00m0.039%
¥ 133.1m
Hiroyuki Nishiyama
EVP, Dep.to Grp CEO7.3yrsJP¥134.00m0.056%
¥ 187.7m
Noriko Inagaki
Group Managing Executive Officer & Group Finance and IR Directorno dataデータなしデータなし
Yuki Kawasaki
Group Executive Officer & GM of Group Legal Department5.2yrsデータなしデータなし
Hirofumi Yamashita
Executive VP & Head of Group Systems Division17.3yrsJP¥127.00mデータなし
Katsumi Arisawa
Group Senior Managing Executive Officer & Head of Group Management Support Divisionno dataJP¥117.00mデータなし
Tadashi Ito
Group EVP17.3yrsJP¥133.00m0.14%
¥ 488.1m
Teruhiro Arai
Group Sr Mang Exe Off6.3yrsJP¥106.00mデータなし
Toshiaki Horiuchi
Sr. Managing Executive Officer & Head of Group Engineer Recruitment/Technology PR18.2yrsJP¥107.00mデータなし
Kimihiro Kodama
Group MEO and Head of Domain registration and sales & cloud rental server business17.3yrsデータなしデータなし
Issei Ainoura
Executive VPno dataJP¥189.00m0.0071%
¥ 23.9m
9.9yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: 9449の経営陣は経験豊富で経験豊富です（平均在職期間は9.9年）。

取締役

名称ポジション在職期間報酬所有権
Masatoshi Kumagai
Founder4.2yrsJP¥131.00m45.28%
¥ 152.8b
Masashi Yasuda
Executive VP24.2yrsJP¥134.00m0.039%
¥ 133.1m
Hiroyuki Nishiyama
EVP, Dep.to Grp CEO25.2yrsJP¥134.00m0.056%
¥ 187.7m
Tadashi Ito
Group EVP18.1yrsJP¥133.00m0.14%
¥ 488.1m
Issei Ainoura
Executive VP20.2yrsJP¥189.00m0.0071%
¥ 23.9m
Eiji Masuda
Independent Outside Director10.2yrsデータなし0.0010%
¥ 3.4m
Takashi Gunjikake
Independent Outside Director10.2yrsデータなし0.017%
¥ 58.0m
Hideyuki Matsui
Director3.2yrsデータなし0.0071%
¥ 23.9m
Junko Kotakemori
Independent Outside Directorless than a yearデータなしデータなし
10.2yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: 9449の 取締役会 は経験豊富で 経験豊富 です ( 10.2年の平均在任期間)。

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2026/05/26 22:57
終値2026/05/26 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
  • 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
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