View ValuationGMO Payment Gateway 향후 성장Future 기준 점검 4/6GMO Payment Gateway (는) 각각 연간 16.1% 및 13.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.1% 로 예상됩니다.핵심 정보16.1%이익 성장률16.05%EPS 성장률Diversified Financial 이익 성장54.2%매출 성장률13.3%향후 자기자본이익률24.10%애널리스트 커버리지Good마지막 업데이트17 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jul 16GMO Payment Gateway, Inc. to Report Q3, 2026 Results on Aug 14, 2026GMO Payment Gateway, Inc. announced that they will report Q3, 2026 results on Aug 14, 2026Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €48.20, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 10x in the Diversified Financial industry in Germany. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.45 per share.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €46.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Diversified Financial industry in Germany. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.08 per share.Reported Earnings • May 20Second quarter 2026 earnings released: EPS: JP¥90.73 (vs JP¥69.67 in 2Q 2025)Second quarter 2026 results: EPS: JP¥90.73 (up from JP¥69.67 in 2Q 2025). Revenue: JP¥23.6b (up 15% from 2Q 2025). Net income: JP¥6.89b (up 30% from 2Q 2025). Profit margin: 29% (up from 26% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공고 • Apr 16GMO Payment Gateway, Inc. to Report Q2, 2026 Results on May 15, 2026GMO Payment Gateway, Inc. announced that they will report Q2, 2026 results on May 15, 2026공고 • Jan 06GMO Payment Gateway, Inc. to Report Q1, 2026 Results on Feb 12, 2026GMO Payment Gateway, Inc. announced that they will report Q1, 2026 results on Feb 12, 2026공고 • Nov 13GMO Payment Gateway, Inc., Annual General Meeting, Dec 14, 2025GMO Payment Gateway, Inc., Annual General Meeting, Dec 14, 2025.공고 • Oct 17GMO Payment Gateway, Inc. to Report Fiscal Year 2025 Results on Nov 13, 2025GMO Payment Gateway, Inc. announced that they will report fiscal year 2025 results on Nov 13, 2025공고 • Jul 17GMO Payment Gateway, Inc. to Report Q3, 2025 Results on Aug 08, 2025GMO Payment Gateway, Inc. announced that they will report Q3, 2025 results After-Market on Aug 08, 2025공고 • Apr 25GMO Payment Gateway, Inc. to Report Q2, 2025 Results on May 14, 2025GMO Payment Gateway, Inc. announced that they will report Q2, 2025 results on May 14, 2025공고 • Jan 16GMO Payment Gateway, Inc. to Report Q1, 2025 Results on Feb 12, 2025GMO Payment Gateway, Inc. announced that they will report Q1, 2025 results on Feb 12, 2025공고 • Jan 09GMO Payment Gateway, Inc. (TSE:3769) acquired an additional unknown stake in enpay Inc.GMO Payment Gateway, Inc. (TSE:3769) acquired an additional unknown stake in enpay Inc. on January 8, 2025. Upon completion, enpay Inc. will be a consolidated subsidiary of GMO Payment Gateway, Inc. GMO Payment Gateway, Inc. (TSE:3769) completed the acquisition of an additional unknown stake in enpay Inc. on January 8, 2025.Reported Earnings • Nov 16Full year 2024 earnings released: EPS: JP¥247 (vs JP¥178 in FY 2023)Full year 2024 results: EPS: JP¥247 (up from JP¥178 in FY 2023). Revenue: JP¥73.8b (up 17% from FY 2023). Net income: JP¥18.7b (up 39% from FY 2023). Profit margin: 25% (up from 21% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €42.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Diversified Financial industry in Germany. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.66 per share.공고 • Nov 12GMO Payment Gateway, Inc., Annual General Meeting, Dec 15, 2024GMO Payment Gateway, Inc., Annual General Meeting, Dec 15, 2024.Buy Or Sell Opportunity • Oct 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €51.50. The fair value is estimated to be €42.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공고 • Oct 18GMO Payment Gateway, Inc. to Report Fiscal Year 2024 Results on Nov 12, 2024GMO Payment Gateway, Inc. announced that they will report fiscal year 2024 results on Nov 12, 2024Buy Or Sell Opportunity • Sep 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €55.00. The fair value is estimated to be €45.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Upcoming Dividend • Sep 20Upcoming dividend of JP¥103 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 19 December 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €56.50, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.36 per share.Reported Earnings • Aug 14Third quarter 2024 earnings released: EPS: JP¥78.06 (vs JP¥57.83 in 3Q 2023)Third quarter 2024 results: EPS: JP¥78.06 (up from JP¥57.83 in 3Q 2023). Revenue: JP¥18.1b (up 9.4% from 3Q 2023). Net income: JP¥5.92b (up 35% from 3Q 2023). Profit margin: 33% (up from 27% in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 11Dividend of JP¥103 announcedShareholders will receive a dividend of JP¥103. Ex-date: 27th September 2024 Payment date: 19th December 2024 Dividend yield will be 221%, which is higher than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Aug 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to €51.00. The fair value is estimated to be €41.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공고 • Jul 18GMO Payment Gateway, Inc. to Report Q3, 2024 Results on Aug 08, 2024GMO Payment Gateway, Inc. announced that they will report Q3, 2024 results at 3:31 PM, Tokyo Standard Time on Aug 08, 2024New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (23% net profit margin).Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥64.35 (vs JP¥48.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.35 (up from JP¥48.54 in 2Q 2023). Revenue: JP¥18.3b (up 17% from 2Q 2023). Net income: JP¥4.88b (up 33% from 2Q 2023). Profit margin: 27% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공고 • Apr 13GMO Payment Gateway, Inc. to Report Q2, 2024 Results on May 10, 2024GMO Payment Gateway, Inc. announced that they will report Q2, 2024 results on May 10, 2024Reported Earnings • Feb 14First quarter 2024 earnings released: EPS: JP¥45.45 (vs JP¥32.26 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.45 (up from JP¥32.26 in 1Q 2023). Revenue: JP¥17.8b (up 20% from 1Q 2023). Net income: JP¥3.45b (up 41% from 1Q 2023). Profit margin: 19% (up from 17% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.공고 • Jan 26GMO Payment Gateway, Inc. to Report Q1, 2024 Results on Feb 13, 2024GMO Payment Gateway, Inc. announced that they will report Q1, 2024 results on Feb 13, 2024Reported Earnings • Nov 15Full year 2023 earnings released: EPS: JP¥178 (vs JP¥318 in FY 2022)Full year 2023 results: EPS: JP¥178 (down from JP¥318 in FY 2022). Revenue: JP¥63.1b (up 26% from FY 2022). Net income: JP¥13.5b (down 44% from FY 2022). Profit margin: 21% (down from 48% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.공고 • Nov 15GMO Payment Gateway, Inc., Annual General Meeting, Dec 17, 2023GMO Payment Gateway, Inc., Annual General Meeting, Dec 17, 2023.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €44.20, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.28 per share.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €37.40, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 10x in the Diversified Financial industry in Germany. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.98 per share.공고 • Oct 21GMO Payment Gateway, Inc. to Report Fiscal Year 2023 Results on Nov 13, 2023GMO Payment Gateway, Inc. announced that they will report fiscal year 2023 results on Nov 13, 2023New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (22% net profit margin).New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 48% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 10Third quarter 2023 earnings released: EPS: JP¥57.83 (vs JP¥206 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.83 (down from JP¥206 in 3Q 2022). Revenue: JP¥16.5b (up 28% from 3Q 2022). Net income: JP¥4.39b (down 72% from 3Q 2022). Profit margin: 27% (down from 121% in 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공고 • Jun 28GMO Payment Gateway, Inc. to Report Q3, 2023 Results on Aug 09, 2023GMO Payment Gateway, Inc. announced that they will report Q3, 2023 results on Aug 09, 2023Reported Earnings • May 14Second quarter 2023 earnings released: EPS: JP¥48.55 (vs JP¥39.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.55 (up from JP¥39.57 in 2Q 2022). Revenue: JP¥15.6b (up 28% from 2Q 2022). Net income: JP¥3.68b (up 23% from 2Q 2022). Profit margin: 24% (down from 25% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 14First quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥33.19 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.26 (down from JP¥33.19 in 1Q 2022). Revenue: JP¥14.8b (up 25% from 1Q 2022). Net income: JP¥2.45b (down 2.8% from 1Q 2022). Profit margin: 17% (down from 21% in 1Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공고 • Dec 21GMO Payment Gateway, Inc. to Report Q1, 2023 Results on Feb 13, 2023GMO Payment Gateway, Inc. announced that they will report Q1, 2023 results on Feb 13, 2023공고 • Nov 16GMO Payment Gateway, Inc., Annual General Meeting, Dec 18, 2022GMO Payment Gateway, Inc., Annual General Meeting, Dec 18, 2022.공고 • Sep 28GMO Payment Gateway, Inc. to Report Fiscal Year 2022 Results on Nov 14, 2022GMO Payment Gateway, Inc. announced that they will report fiscal year 2022 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.8%).Reported Earnings • Aug 09Third quarter 2022 earnings released: EPS: JP¥206 (vs JP¥36.80 in 3Q 2021)Third quarter 2022 results: EPS: JP¥206 (up from JP¥36.80 in 3Q 2021). Revenue: JP¥12.9b (up 21% from 3Q 2021). Net income: JP¥15.6b (up 464% from 3Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to €77.60, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 21x in the IT industry in Germany. Total returns to shareholders of 39% over the past three years.공고 • Jul 03GMO Payment Gateway, Inc. to Report Q3, 2022 Results on Aug 08, 2022GMO Payment Gateway, Inc. announced that they will report Q3, 2022 results on Aug 08, 2022Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €58.35, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the IT industry in Germany. Total returns to shareholders of 1.1% over the past three years.Reported Earnings • May 15Second quarter 2022 earnings released: EPS: JP¥39.57 (vs JP¥33.15 in 2Q 2021)Second quarter 2022 results: EPS: JP¥39.57 (up from JP¥33.15 in 2Q 2021). Revenue: JP¥12.2b (up 21% from 2Q 2021). Net income: JP¥3.00b (up 22% from 2Q 2021). Profit margin: 25% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Germany.공고 • Apr 20+ 1 more updateADVANCED NEW TECHNOLOGIES (SINGAPORE) HOLDINGS PTE. LTD. acquired 29.34 percentage of shares of 2C2P Pte. Ltd. from GMO Payment Gateway, Inc. (TSE:3769).ADVANCED NEW TECHNOLOGIES (SINGAPORE) HOLDINGS PTE. LTD. entered into a share purchase agreement to acquire 29.34 percentage of shares of 2C2P Pte. Ltd. from GMO Payment Gateway, Inc. (TSE:3769) on April 18, 2022. The transaction is expected to close by June 2022. ADVANCED NEW TECHNOLOGIES (SINGAPORE) HOLDINGS PTE. LTD. completed the acquisition of 29.34 percentage of shares of 2C2P Pte. Ltd. from GMO Payment Gateway, Inc. (TSE:3769) on April 19, 2022공고 • Apr 07GMO Payment Gateway, Inc. to Report Q2, 2022 Results on May 12, 2022GMO Payment Gateway, Inc. announced that they will report Q2, 2022 results on May 12, 2022Reported Earnings • Feb 11First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: EPS: JP¥33.19 (up from JP¥23.15 in 1Q 2021). Revenue: JP¥11.9b (up 21% from 1Q 2021). Net income: JP¥2.52b (up 48% from 1Q 2021). Profit margin: 21% (up from 17% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Germany.Reported Earnings • Dec 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥118 (up from JP¥106 in FY 2020). Revenue: JP¥41.7b (up 26% from FY 2020). Net income: JP¥8.82b (up 13% from FY 2020). Profit margin: 21% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 21%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • Nov 13Full year 2021 earnings released: EPS JP¥118 (vs JP¥106 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥41.7b (up 26% from FY 2020). Net income: JP¥8.82b (up 13% from FY 2020). Profit margin: 21% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 21 December 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.8%).공고 • Mar 21GMO Payment Gateway, Inc. to Report Q2, 2021 Results on May 12, 2021GMO Payment Gateway, Inc. announced that they will report Q2, 2021 results on May 12, 2021Is New 90 Day High Low • Feb 16New 90-day high: €129The company is up 24% from its price of €104 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.88 per share.Reported Earnings • Feb 13First quarter 2021 earnings released: EPS JP¥23.15 (vs JP¥23.50 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: JP¥9.77b (up 8.2% from 1Q 2020). Net income: JP¥1.70b (down 1.4% from 1Q 2020). Profit margin: 17% (down from 19% in 1Q 2020). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 27%, compared to a 12% growth forecast for the IT industry in Germany.Is New 90 Day High Low • Jan 27New 90-day high: €128The company is up 23% from its price of €104 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.42 per share.Reported Earnings • Dec 26Full year 2020 earnings released: EPS JP¥106The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥33.0b (up 2.9% from FY 2019). Net income: JP¥7.80b (up 48% from FY 2019). Profit margin: 24% (up from 16% in FY 2019). The increase in margin was primarily driven by lower expenses.Analyst Estimate Surprise Post Earnings • Dec 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 22%, compared to a 11% growth forecast for the IT industry in Germany.공고 • Dec 26GMO Payment Gateway, Inc. to Report Q1, 2021 Results on Feb 10, 2021GMO Payment Gateway, Inc. announced that they will report Q1, 2021 results on Feb 10, 2021Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 24%, compared to a 9.8% growth forecast for the IT industry in Germany.Reported Earnings • Nov 13Full year 2020 earnings released: EPS JP¥106The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥33.0b (up 2.9% from FY 2019). Net income: JP¥7.80b (up 48% from FY 2019). Profit margin: 24% (up from 16% in FY 2019). The increase in margin was primarily driven by lower expenses.Is New 90 Day High Low • Nov 05New 90-day high: €114The company is up 18% from its price of €96.50 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.78 per share.Is New 90 Day High Low • Oct 08New 90-day high: €98.00The company is up 2.0% from its price of €96.00 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.21 per share.공고 • Sep 19GMO Payment Gateway, Inc. to Report Fiscal Year 2020 Results on Nov 11, 2020GMO Payment Gateway, Inc. announced that they will report fiscal year 2020 results on Nov 11, 2020이익 및 매출 성장 예측DB:3RH - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/2028128,66936,59044,83354,533129/30/2027110,47430,16037,65848,528129/30/202694,71724,78028,37436,220123/31/202687,82624,02242,15946,112N/A12/31/202584,69522,41442,90346,732N/A9/30/202582,49921,82950,11253,759N/A6/30/202580,59120,04448,14152,229N/A3/31/202578,44320,22638,39742,217N/A12/31/202476,29419,82246,68150,940N/A9/30/202473,78518,70545,02649,472N/A6/30/202470,31517,20923,33127,592N/A3/31/202468,76415,67416,87921,362N/A12/31/202366,09114,4757,83112,269N/A9/30/202363,11913,4751,5016,128N/A6/30/202360,34213,5384,1908,862N/A3/31/202356,69324,7632,4046,599N/A12/31/202253,25424,0824,2917,833N/A9/30/202250,29824,1524,6867,656N/A6/30/202248,08823,0108,88211,298N/A3/31/202245,83810,16713,00415,452N/A12/31/202143,7579,6314,3516,627N/A9/30/202141,6678,818-8,265-6,343N/A6/30/202139,4638,811-5,534-3,751N/A3/31/202137,4398,55529,09730,696N/A12/31/202033,7837,77833,49635,229N/A9/30/202033,0467,80347,25249,188N/A6/30/202032,2786,94445,05047,086N/A3/31/202031,6016,10611,86413,851N/A12/31/201932,9055,917N/A8,299N/A9/30/201932,1215,267N/A1,311N/A6/30/201931,2565,491N/A-276N/A3/31/201929,8744,871N/A4,724N/A12/31/201828,5654,474N/A5,161N/A9/30/201826,4174,255N/A4,701N/A6/30/201825,2084,451N/A3,298N/A3/31/201824,3603,826N/A3,646N/A12/31/201723,5463,211N/A4,601N/A9/30/201721,7942,948N/A1,749N/A6/30/201719,0012,614N/A-2,466N/A3/31/201716,3752,843N/A-2,280N/A12/31/201613,7272,911N/A88N/A9/30/201612,1132,910N/A-748N/A6/30/201611,4232,208N/A-1,080N/A3/31/201610,5982,067N/A299N/A12/31/20159,8041,973N/A5,060N/A9/30/20159,0301,853N/A3,709N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3RH 의 연간 예상 수익 증가율(16.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 3RH 의 연간 수익(16.1%)이 German 시장(15.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3RH 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3RH 의 수익(연간 13.3%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3RH 의 수익(연간 13.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3RH의 자본 수익률은 3년 후 24.1%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YDiversified-financials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 02:15종가2026/07/23 00:00수익2026/03/31연간 수익2025/09/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GMO Payment Gateway, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuki YaginumaBofA Global ResearchHideo NodaCLSAKazuki TokunagaDaiwa Securities Co. Ltd.18명의 분석가 더 보기
공고 • Jul 16GMO Payment Gateway, Inc. to Report Q3, 2026 Results on Aug 14, 2026GMO Payment Gateway, Inc. announced that they will report Q3, 2026 results on Aug 14, 2026
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €48.20, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 10x in the Diversified Financial industry in Germany. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.45 per share.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €46.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Diversified Financial industry in Germany. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.08 per share.
Reported Earnings • May 20Second quarter 2026 earnings released: EPS: JP¥90.73 (vs JP¥69.67 in 2Q 2025)Second quarter 2026 results: EPS: JP¥90.73 (up from JP¥69.67 in 2Q 2025). Revenue: JP¥23.6b (up 15% from 2Q 2025). Net income: JP¥6.89b (up 30% from 2Q 2025). Profit margin: 29% (up from 26% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공고 • Apr 16GMO Payment Gateway, Inc. to Report Q2, 2026 Results on May 15, 2026GMO Payment Gateway, Inc. announced that they will report Q2, 2026 results on May 15, 2026
공고 • Jan 06GMO Payment Gateway, Inc. to Report Q1, 2026 Results on Feb 12, 2026GMO Payment Gateway, Inc. announced that they will report Q1, 2026 results on Feb 12, 2026
공고 • Nov 13GMO Payment Gateway, Inc., Annual General Meeting, Dec 14, 2025GMO Payment Gateway, Inc., Annual General Meeting, Dec 14, 2025.
공고 • Oct 17GMO Payment Gateway, Inc. to Report Fiscal Year 2025 Results on Nov 13, 2025GMO Payment Gateway, Inc. announced that they will report fiscal year 2025 results on Nov 13, 2025
공고 • Jul 17GMO Payment Gateway, Inc. to Report Q3, 2025 Results on Aug 08, 2025GMO Payment Gateway, Inc. announced that they will report Q3, 2025 results After-Market on Aug 08, 2025
공고 • Apr 25GMO Payment Gateway, Inc. to Report Q2, 2025 Results on May 14, 2025GMO Payment Gateway, Inc. announced that they will report Q2, 2025 results on May 14, 2025
공고 • Jan 16GMO Payment Gateway, Inc. to Report Q1, 2025 Results on Feb 12, 2025GMO Payment Gateway, Inc. announced that they will report Q1, 2025 results on Feb 12, 2025
공고 • Jan 09GMO Payment Gateway, Inc. (TSE:3769) acquired an additional unknown stake in enpay Inc.GMO Payment Gateway, Inc. (TSE:3769) acquired an additional unknown stake in enpay Inc. on January 8, 2025. Upon completion, enpay Inc. will be a consolidated subsidiary of GMO Payment Gateway, Inc. GMO Payment Gateway, Inc. (TSE:3769) completed the acquisition of an additional unknown stake in enpay Inc. on January 8, 2025.
Reported Earnings • Nov 16Full year 2024 earnings released: EPS: JP¥247 (vs JP¥178 in FY 2023)Full year 2024 results: EPS: JP¥247 (up from JP¥178 in FY 2023). Revenue: JP¥73.8b (up 17% from FY 2023). Net income: JP¥18.7b (up 39% from FY 2023). Profit margin: 25% (up from 21% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €42.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Diversified Financial industry in Germany. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.66 per share.
공고 • Nov 12GMO Payment Gateway, Inc., Annual General Meeting, Dec 15, 2024GMO Payment Gateway, Inc., Annual General Meeting, Dec 15, 2024.
Buy Or Sell Opportunity • Oct 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €51.50. The fair value is estimated to be €42.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공고 • Oct 18GMO Payment Gateway, Inc. to Report Fiscal Year 2024 Results on Nov 12, 2024GMO Payment Gateway, Inc. announced that they will report fiscal year 2024 results on Nov 12, 2024
Buy Or Sell Opportunity • Sep 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €55.00. The fair value is estimated to be €45.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥103 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 19 December 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €56.50, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.36 per share.
Reported Earnings • Aug 14Third quarter 2024 earnings released: EPS: JP¥78.06 (vs JP¥57.83 in 3Q 2023)Third quarter 2024 results: EPS: JP¥78.06 (up from JP¥57.83 in 3Q 2023). Revenue: JP¥18.1b (up 9.4% from 3Q 2023). Net income: JP¥5.92b (up 35% from 3Q 2023). Profit margin: 33% (up from 27% in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 11Dividend of JP¥103 announcedShareholders will receive a dividend of JP¥103. Ex-date: 27th September 2024 Payment date: 19th December 2024 Dividend yield will be 221%, which is higher than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Aug 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to €51.00. The fair value is estimated to be €41.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공고 • Jul 18GMO Payment Gateway, Inc. to Report Q3, 2024 Results on Aug 08, 2024GMO Payment Gateway, Inc. announced that they will report Q3, 2024 results at 3:31 PM, Tokyo Standard Time on Aug 08, 2024
New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (23% net profit margin).
Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥64.35 (vs JP¥48.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.35 (up from JP¥48.54 in 2Q 2023). Revenue: JP¥18.3b (up 17% from 2Q 2023). Net income: JP¥4.88b (up 33% from 2Q 2023). Profit margin: 27% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공고 • Apr 13GMO Payment Gateway, Inc. to Report Q2, 2024 Results on May 10, 2024GMO Payment Gateway, Inc. announced that they will report Q2, 2024 results on May 10, 2024
Reported Earnings • Feb 14First quarter 2024 earnings released: EPS: JP¥45.45 (vs JP¥32.26 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.45 (up from JP¥32.26 in 1Q 2023). Revenue: JP¥17.8b (up 20% from 1Q 2023). Net income: JP¥3.45b (up 41% from 1Q 2023). Profit margin: 19% (up from 17% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
공고 • Jan 26GMO Payment Gateway, Inc. to Report Q1, 2024 Results on Feb 13, 2024GMO Payment Gateway, Inc. announced that they will report Q1, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15Full year 2023 earnings released: EPS: JP¥178 (vs JP¥318 in FY 2022)Full year 2023 results: EPS: JP¥178 (down from JP¥318 in FY 2022). Revenue: JP¥63.1b (up 26% from FY 2022). Net income: JP¥13.5b (down 44% from FY 2022). Profit margin: 21% (down from 48% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
공고 • Nov 15GMO Payment Gateway, Inc., Annual General Meeting, Dec 17, 2023GMO Payment Gateway, Inc., Annual General Meeting, Dec 17, 2023.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €44.20, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.28 per share.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €37.40, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 10x in the Diversified Financial industry in Germany. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.98 per share.
공고 • Oct 21GMO Payment Gateway, Inc. to Report Fiscal Year 2023 Results on Nov 13, 2023GMO Payment Gateway, Inc. announced that they will report fiscal year 2023 results on Nov 13, 2023
New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (22% net profit margin).
New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 48% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 10Third quarter 2023 earnings released: EPS: JP¥57.83 (vs JP¥206 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.83 (down from JP¥206 in 3Q 2022). Revenue: JP¥16.5b (up 28% from 3Q 2022). Net income: JP¥4.39b (down 72% from 3Q 2022). Profit margin: 27% (down from 121% in 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공고 • Jun 28GMO Payment Gateway, Inc. to Report Q3, 2023 Results on Aug 09, 2023GMO Payment Gateway, Inc. announced that they will report Q3, 2023 results on Aug 09, 2023
Reported Earnings • May 14Second quarter 2023 earnings released: EPS: JP¥48.55 (vs JP¥39.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.55 (up from JP¥39.57 in 2Q 2022). Revenue: JP¥15.6b (up 28% from 2Q 2022). Net income: JP¥3.68b (up 23% from 2Q 2022). Profit margin: 24% (down from 25% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 14First quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥33.19 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.26 (down from JP¥33.19 in 1Q 2022). Revenue: JP¥14.8b (up 25% from 1Q 2022). Net income: JP¥2.45b (down 2.8% from 1Q 2022). Profit margin: 17% (down from 21% in 1Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공고 • Dec 21GMO Payment Gateway, Inc. to Report Q1, 2023 Results on Feb 13, 2023GMO Payment Gateway, Inc. announced that they will report Q1, 2023 results on Feb 13, 2023
공고 • Nov 16GMO Payment Gateway, Inc., Annual General Meeting, Dec 18, 2022GMO Payment Gateway, Inc., Annual General Meeting, Dec 18, 2022.
공고 • Sep 28GMO Payment Gateway, Inc. to Report Fiscal Year 2022 Results on Nov 14, 2022GMO Payment Gateway, Inc. announced that they will report fiscal year 2022 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.8%).
Reported Earnings • Aug 09Third quarter 2022 earnings released: EPS: JP¥206 (vs JP¥36.80 in 3Q 2021)Third quarter 2022 results: EPS: JP¥206 (up from JP¥36.80 in 3Q 2021). Revenue: JP¥12.9b (up 21% from 3Q 2021). Net income: JP¥15.6b (up 464% from 3Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to €77.60, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 21x in the IT industry in Germany. Total returns to shareholders of 39% over the past three years.
공고 • Jul 03GMO Payment Gateway, Inc. to Report Q3, 2022 Results on Aug 08, 2022GMO Payment Gateway, Inc. announced that they will report Q3, 2022 results on Aug 08, 2022
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €58.35, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the IT industry in Germany. Total returns to shareholders of 1.1% over the past three years.
Reported Earnings • May 15Second quarter 2022 earnings released: EPS: JP¥39.57 (vs JP¥33.15 in 2Q 2021)Second quarter 2022 results: EPS: JP¥39.57 (up from JP¥33.15 in 2Q 2021). Revenue: JP¥12.2b (up 21% from 2Q 2021). Net income: JP¥3.00b (up 22% from 2Q 2021). Profit margin: 25% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Germany.
공고 • Apr 20+ 1 more updateADVANCED NEW TECHNOLOGIES (SINGAPORE) HOLDINGS PTE. LTD. acquired 29.34 percentage of shares of 2C2P Pte. Ltd. from GMO Payment Gateway, Inc. (TSE:3769).ADVANCED NEW TECHNOLOGIES (SINGAPORE) HOLDINGS PTE. LTD. entered into a share purchase agreement to acquire 29.34 percentage of shares of 2C2P Pte. Ltd. from GMO Payment Gateway, Inc. (TSE:3769) on April 18, 2022. The transaction is expected to close by June 2022. ADVANCED NEW TECHNOLOGIES (SINGAPORE) HOLDINGS PTE. LTD. completed the acquisition of 29.34 percentage of shares of 2C2P Pte. Ltd. from GMO Payment Gateway, Inc. (TSE:3769) on April 19, 2022
공고 • Apr 07GMO Payment Gateway, Inc. to Report Q2, 2022 Results on May 12, 2022GMO Payment Gateway, Inc. announced that they will report Q2, 2022 results on May 12, 2022
Reported Earnings • Feb 11First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: EPS: JP¥33.19 (up from JP¥23.15 in 1Q 2021). Revenue: JP¥11.9b (up 21% from 1Q 2021). Net income: JP¥2.52b (up 48% from 1Q 2021). Profit margin: 21% (up from 17% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Germany.
Reported Earnings • Dec 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥118 (up from JP¥106 in FY 2020). Revenue: JP¥41.7b (up 26% from FY 2020). Net income: JP¥8.82b (up 13% from FY 2020). Profit margin: 21% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 21%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • Nov 13Full year 2021 earnings released: EPS JP¥118 (vs JP¥106 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥41.7b (up 26% from FY 2020). Net income: JP¥8.82b (up 13% from FY 2020). Profit margin: 21% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 21 December 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.8%).
공고 • Mar 21GMO Payment Gateway, Inc. to Report Q2, 2021 Results on May 12, 2021GMO Payment Gateway, Inc. announced that they will report Q2, 2021 results on May 12, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €129The company is up 24% from its price of €104 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.88 per share.
Reported Earnings • Feb 13First quarter 2021 earnings released: EPS JP¥23.15 (vs JP¥23.50 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: JP¥9.77b (up 8.2% from 1Q 2020). Net income: JP¥1.70b (down 1.4% from 1Q 2020). Profit margin: 17% (down from 19% in 1Q 2020). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 27%, compared to a 12% growth forecast for the IT industry in Germany.
Is New 90 Day High Low • Jan 27New 90-day high: €128The company is up 23% from its price of €104 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.42 per share.
Reported Earnings • Dec 26Full year 2020 earnings released: EPS JP¥106The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥33.0b (up 2.9% from FY 2019). Net income: JP¥7.80b (up 48% from FY 2019). Profit margin: 24% (up from 16% in FY 2019). The increase in margin was primarily driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Dec 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 22%, compared to a 11% growth forecast for the IT industry in Germany.
공고 • Dec 26GMO Payment Gateway, Inc. to Report Q1, 2021 Results on Feb 10, 2021GMO Payment Gateway, Inc. announced that they will report Q1, 2021 results on Feb 10, 2021
Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 24%, compared to a 9.8% growth forecast for the IT industry in Germany.
Reported Earnings • Nov 13Full year 2020 earnings released: EPS JP¥106The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥33.0b (up 2.9% from FY 2019). Net income: JP¥7.80b (up 48% from FY 2019). Profit margin: 24% (up from 16% in FY 2019). The increase in margin was primarily driven by lower expenses.
Is New 90 Day High Low • Nov 05New 90-day high: €114The company is up 18% from its price of €96.50 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.78 per share.
Is New 90 Day High Low • Oct 08New 90-day high: €98.00The company is up 2.0% from its price of €96.00 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.21 per share.
공고 • Sep 19GMO Payment Gateway, Inc. to Report Fiscal Year 2020 Results on Nov 11, 2020GMO Payment Gateway, Inc. announced that they will report fiscal year 2020 results on Nov 11, 2020