View ValuationGMO internet group 향후 성장Future 기준 점검 4/6GMO internet group (는) 각각 연간 18% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.4% 로 예상됩니다.핵심 정보18.0%이익 성장률16.48%EPS 성장률IT 이익 성장12.6%매출 성장률7.9%향후 자기자본이익률24.39%애널리스트 커버리지Low마지막 업데이트15 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Junko Kotakemori was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 09+ 1 more updateGMO internet group, Inc. to Report Q3, 2026 Results on Nov 13, 2026GMO internet group, Inc. announced that they will report Q3, 2026 results on Nov 13, 2026공시 • Apr 15GMO internet group, Inc. to Report Q1, 2026 Results on May 15, 2026GMO internet group, Inc. announced that they will report Q1, 2026 results at 3:31 PM, Tokyo Standard Time on May 15, 2026공시 • Feb 16GMO Internet Group, Inc. Announces the Retirement of Keigo Ogura as Director (Independent Director) and Audit and Supervisory Committee Member, Effective March 19, 2026GMO internet group, Inc. announced the retirement of Keigo Ogura as Director (Independent Director) and Audit and Supervisory Committee Member. Mr. Ogura will retire upon expiration of his term at the end of the Annual General Shareholders Meeting to be held on March 19, 2026.공시 • Feb 12+ 1 more updateGMO internet group, Inc., Annual General Meeting, Mar 19, 2026GMO internet group, Inc., Annual General Meeting, Mar 19, 2026.공시 • Dec 03GMO internet group, Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026GMO internet group, Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026공시 • Nov 25+ 1 more updateGMO internet group, Inc. (TSE:9449) proposed to acquire 59.99% stake in Prime Strategy Co., Ltd. (TSE:5250) from Kengyu Nakamura and others for ¥3.5 billion.GMO internet group, Inc. (TSE:9449) proposed to acquire 59.99% stake in Prime Strategy Co., Ltd. (TSE:5250) from Kengyu Nakamura and others for ¥3.5 billion on November 25, 2025. A cash consideration of ¥3.54 billion valued at ¥1600 per share will be paid by GMO internet group, Inc. As part of consideration, ¥3.54 billion is paid towards common equity of Prime Strategy Co., Ltd. The transaction is subject to minimum render and is expected to close on December 23, 2025. Clifford Chance LLP acted as legal advisor to Prime Strategy Co., Ltd. Nishimura & Asahi acted as legal advisor to GMO internet group, Inc. Mita Securities Co., Ltd. acted as tender offer agent.공시 • Aug 14GMO Internet Group's White- Hat Team "GMO Ierae" Claims First Place at Def Con 33's Cloud Village CTF, Securing Third Consecutive World TitleGMO Internet Group announced that its white-hat hacker team "GMO Ierae" has captured first place in the prestigious Cloud Village Capture The Flag (CTF) competition at DEF CON 33, one of the world's largest and most influential cybersecurity conferences. This victory marks the team's historic third consecutive world championship.DEF CON 33 brought together top hackers and security experts from around the globe. Three elite teams represented GMO Internet Group across multiple categories: GMO Ierae -- 1st place in Cloud Village CTF, achieving a historic third consecutive title. GMO Flatt Security -- Competed in multiple categories, placing 3rd in AppSec Village CTF and 5th in Hardware Hacking Village. Blue Water -- 2nd place in the highly competitive DEF CON CTF Finals, as part of an international team of top hackers from multiple countries. GMO Internet Group views CTF competitions not merely as contests, but as essential training grounds for strengthening real-world cybersecurity defenses. The Group continues to invest in world-class talent development and initiatives to create a safer internet for all.공시 • Mar 29+ 1 more updateGMO internet group, Inc. to Report Q2, 2025 Results on Aug 08, 2025GMO internet group, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025공시 • Feb 12+ 1 more updateGMO internet group, Inc., Annual General Meeting, Mar 21, 2025GMO internet group, Inc., Annual General Meeting, Mar 21, 2025.공시 • Dec 03GMO internet group, Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025GMO internet group, Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025공시 • Mar 29+ 2 more updatesGMO internet group, Inc. to Report Q1, 2024 Results on May 10, 2024GMO internet group, Inc. announced that they will report Q1, 2024 results on May 10, 2024공시 • Mar 08GMO internet group, Inc., Annual General Meeting, Mar 22, 2024GMO internet group, Inc., Annual General Meeting, Mar 22, 2024, at 10:00 Tokyo Standard Time.공시 • Feb 15GMO internet group, Inc. (TSE:9449) agreed to acquire an unknown minority stake in Flatt Security Co., Ltd. from Koki Ide for ¥1.3 billion.GMO internet group, Inc. (TSE:9449) agreed to acquire an unknown minority stake in Flatt Security Co., Ltd. from Koki Ide for ¥1.3 billion on February 13, 2024. As of April 30, 2023, Flatt Security Co., Ltd. reported Net assets of ¥71 million, total assets of ¥180 million, revenues of ¥280 million, Operating income of -¥12 million, and Net income of -¥12 million. The deal is expected to be completed on February 29, 2024.공시 • Feb 14+ 1 more updateGMO internet group, Inc. to Report Fiscal Year 2023 Final Results on Mar 22, 2024GMO internet group, Inc. announced that they will report fiscal year 2023 final results on Mar 22, 2024공시 • Feb 13GMO internet group, Inc. (TSE:9449) announces an Equity Buyback for 1,100,000 shares, representing 1% for ¥2,410 million.GMO internet group, Inc. (TSE:9449) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, representing 1% of its issued share capital, for ¥2,410 million. The purpose of the program is to enhance shareholder returns. The program will continue through February 7, 2025. As of December 31, 2023, the company had 110,113,337 issued shares (excluding treasury stock) and 3,951,867 treasury shares.공시 • Dec 05GMO internet group, Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024GMO internet group, Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024공시 • Jun 14+ 1 more updateGMO internet group, Inc. to Report Q2, 2023 Results on Aug 09, 2023GMO internet group, Inc. announced that they will report Q2, 2023 results on Aug 09, 2023공시 • Feb 14+ 1 more updateGMO internet group, Inc., Annual General Meeting, Mar 24, 2023GMO internet group, Inc., Annual General Meeting, Mar 24, 2023.공시 • Dec 06GMO internet group, Inc. to Report Fiscal Year 2022 Results on Feb 13, 2023GMO internet group, Inc. announced that they will report fiscal year 2022 results on Feb 13, 2023공시 • Jun 08+ 1 more updateGMO Internet, Inc. to Report Q2, 2022 Results on Aug 08, 2022GMO Internet, Inc. announced that they will report Q2, 2022 results on Aug 08, 2022공시 • Apr 09GMO Internet, Inc. to Report Q1, 2022 Results on May 12, 2022GMO Internet, Inc. announced that they will report Q1, 2022 results at 3:31 PM, Tokyo Standard Time on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €22.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the IT industry in Germany. Total returns to shareholders of 58% over the past three years.Buying Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥24.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% per annum over the last 3 years. The company has become profitable over the last 3 years.공시 • Feb 16GMO Internet, Inc., Annual General Meeting, Mar 20, 2022GMO Internet, Inc., Annual General Meeting, Mar 20, 2022.공시 • Feb 11GMO Internet, Inc. (TSE:9449) announces an Equity Buyback for 3,000,000 shares, representing 2.74% for ¥5,000 million.GMO Internet, Inc. (TSE:9449) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 2.74% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to enhance shareholder returns through improvement of capital efficiency. The program will continue through February 10, 2023. As of December 31, 2021, the company had 109,609,685 issued shares (excluding treasury stock) and 2,283,361 treasury shares.Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥160 (up from JP¥92.99 in FY 2020). Revenue: JP¥241.4b (up 15% from FY 2020). Net income: JP¥17.5b (up 70% from FY 2020). Profit margin: 7.3% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Jan 26GMO Internet, Inc. (TSE:9449) agreed to acquire 50% stake in Ierae Security Inc. from Yuya Kuratomi and other for ¥9.2 billion.GMO Internet, Inc. (TSE:9449) agreed to acquire 50% stake in Ierae Security Inc. from Yuya Kuratomi and other for ¥9.2 billion on January 24, 2022. After the transaction, Ierae Security Inc. will be renamed to GMO Cybersecurity by lerae, Inc. The transaction is subject to approval from shareholders of GMO. The transaction is expected to close on February 28, 2022.공시 • Nov 24GMO Internet, Inc. (TSE:9449) agreed to acquire Setagaya Business Square from Tokyu Real Estate Investment Management Inc. for ¥22.8 billion.GMO Internet, Inc. (TSE:9449) agreed to acquire Setagaya Business Square from Tokyu Real Estate Investment Management Inc. for ¥22.8 billion on November 22, 2021. Transaction is expected to close on December 1, 2021.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS JP¥32.61 (vs JP¥23.43 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥56.5b (up 11% from 3Q 2020). Net income: JP¥3.60b (up 41% from 3Q 2020). Profit margin: 6.4% (up from 5.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공시 • Jun 23GMO Internet, Inc. (TSE:9449) completed the acquisition of OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki.GMO Internet, Inc. (TSE:9449) agreed to acquire OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki for ¥8.3 billion on May 24, 2021. As per terms of transaction, The GMO Internet, Inc. will allocate and deliver 3.677 shares of the GMO Internet, Inc. common stock and ¥371 for each share of the common stock of OMAKASE. The GMO Internet, Inc. plans to allocate 1,029,166 shares of treasury stock held by the GMO Internet, Inc. to the shares of OMAKASE and the common stock of the GMO Internet, Inc. to be delivered as an allotment for stock acquisition rights through the Share Delivery, and will not issue new shares. GMO INternet,Inc. will acquire 35.49% stake from Shunpei Asai, 32.78% stake from Kenta Takahashi, 11.47% stake from Shuhei Ogata and 11.10% stake from Hirotatsu Suzuki. Transaction is expected to complete on June 18, 2021. KPMG FAS Co., Ltd. acted as fairness opinion provider to GMO Internet, Inc. GMO Internet, Inc. (TSE:9449) completed the acquisition of OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki on June 21, 2021.공시 • May 25GMO Internet, Inc. (TSE:9449) agreed to acquire OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki for ¥8.3 billion.GMO Internet, Inc. (TSE:9449) agreed to acquire OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki for ¥8.3 billion on May 24, 2021. As per terms of transaction, The GMO Internet, Inc. will allocate and deliver 3.677 shares of the GMO Internet, Inc. common stock and ¥371 for each share of the common stock of OMAKASE. The GMO Internet, Inc. plans to allocate 1,029,166 shares of treasury stock held by the GMO Internet, Inc. to the shares of OMAKASE and the common stock of the GMO Internet, Inc. to be delivered as an allotment for stock acquisition rights through the Share Delivery, and will not issue new shares. GMO INternet,Inc. will acquire 35.49% stake from Shunpei Asai, 32.78% stake from Kenta Takahashi, 11.47% stake from Shuhei Ogata and 11.10% stake from Hirotatsu Suzuki. Transaction is expected to complete on June 18, 2021. KPMG FAS Co., Ltd. acted as fairness opinion provider to GMO Internet, Inc.Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥51.77 (vs JP¥19.92 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥61.2b (up 14% from 1Q 2020). Net income: JP¥5.66b (up 151% from 1Q 2020). Profit margin: 9.2% (up from 4.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 24Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.1%).공시 • Mar 03GMO-Z.com Trust Company Launches First Regulated JPY-Pegged StablecoinGMO Internet Group has launched the world's first regulated JPY-pegged stablecoin, (Ticker: GYEN), as part of a move to digitize the most traded currencies and fuel blockchain technology. With the launch, GMO Trust delivers a digital asset that meets the stringent standards of federal banking regulations and is backed by one of the world's most popular currencies. GMO Trust joins the ranks of Paxos, Gemini, Coinbase Custody, NYDIG, Bakkt and Fidelity Digital Assets as the seventh company to be granted a limited purpose trust charter by the New York Department of Financial Services to offer a stablecoin, which occurred on December 29, 2020.Institutional firms and retail traders can leverage GYEN for trading, institutional hedging, arbitrage, settlements and payments with lower fees and near instant settlement. The stablecoins are 100% fiat-backed and always redeemable 1:1. They are powered by Ethereum's leading blockchain-based technology. They are available on exchanges globally among the most liquid digital assets.공시 • Feb 16GMO Internet, Inc., Annual General Meeting, Mar 20, 2021GMO Internet, Inc., Annual General Meeting, Mar 20, 2021.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥92.99 (vs JP¥73.16 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥210.6b (up 7.3% from FY 2019). Net income: JP¥10.3b (up 23% from FY 2019). Profit margin: 4.9% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 9.2%, compared to a 12% growth forecast for the IT industry in Germany.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥28.40, the stock is trading at a trailing P/E ratio of 46.8x, up from the previous P/E ratio of 40.2x. This compares to an average P/E of 33x in the IT industry in Germany. Total returns to shareholders over the past three years are 134%.Is New 90 Day High Low • Feb 10New 90-day high: €28.40The company is up 25% from its price of €22.80 on 11 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 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.56 per share.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥26.60, the stock is trading at a trailing P/E ratio of 45.4x, up from the previous P/E ratio of 39.2x. This compares to an average P/E of 30x in the IT industry in Germany. Total returns to shareholders over the past three years are 91%.Is New 90 Day High Low • Jan 09New 90-day high: €26.60The company is up 12% from its price of €23.80 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.11 per share.공시 • Jan 07GMO Internet, Inc. to Report Q4, 2020 Results on Feb 12, 2021GMO Internet, Inc. announced that they will report Q4, 2020 results on Feb 12, 2021Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.5%, compared to a 10% growth forecast for the IT industry in Germany.Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS JP¥23.43The company reported a soft third quarter result with weaker profit margins, although earnings and revenues were flat. Third quarter 2020 results: Revenue: JP¥50.8b (flat on 3Q 2019). Net income: JP¥2.56b (flat on 3Q 2019). Profit margin: 5.0% (down from 5.1% in 3Q 2019). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS JP¥23.43The company reported a soft third quarter result with weaker profit margins, although earnings and revenues were flat. Third quarter 2020 results: Revenue: JP¥50.8b (flat on 3Q 2019). Net income: JP¥2.56b (flat on 3Q 2019). Profit margin: 5.0% (down from 5.1% in 3Q 2019). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 14Revenue misses expectationsRevenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.5%, compared to a 10% growth forecast for the IT industry in Germany.공시 • Oct 10GMO Internet, Inc. to Report Q3, 2020 Results on Nov 11, 2020GMO Internet, Inc. announced that they will report Q3, 2020 results on Nov 11, 2020이익 및 매출 성장 예측DB:IQ3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028367,39528,79762,452N/A212/31/2027334,35525,55757,649N/A512/31/2026310,29615,41352,100N/A33/31/2026295,43417,576N/AN/AN/A12/31/2025285,37716,74943,48955,537N/A9/30/2025285,11816,778N/AN/AN/A6/30/2025283,47816,36683,990100,299N/A3/31/2025280,09313,380N/AN/AN/A12/31/2024277,40713,37353,76984,735N/A9/30/2024272,20214,766N/AN/AN/A6/30/2024265,08015,5697,71632,693N/A3/31/2024261,91115,779N/AN/AN/A12/31/2023258,64314,191-7,52714,914N/A9/30/2023255,1078,988N/AN/AN/A6/30/2023250,1834,048-13,4529,887N/A3/31/2023255,22410,709N/AN/AN/A12/31/2022245,69613,20915,24025,641N/A9/30/2022247,62918,081N/AN/AN/A6/30/2022246,52223,3297,71316,338N/A3/31/2022236,26518,302N/AN/AN/A12/31/2021241,44617,527-32,279-23,783N/A9/30/2021230,19916,843N/AN/AN/A6/30/2021224,53915,806-26,650-18,879N/A3/31/2021218,10613,684N/AN/AN/A12/31/2020210,55910,28430,79138,277N/A9/30/2020206,4698,463N/AN/AN/A6/30/2020206,6338,48326,46436,082N/A3/31/2020203,0078,569N/AN/AN/A12/31/2019196,1718,337N/A7,502N/A9/30/2019195,026-20,241N/AN/AN/A6/30/2019189,945-20,903N/A16,408N/A3/31/2019188,335-20,770N/AN/AN/A12/31/2018185,177-20,707N/A13,127N/A9/30/2018179,01110,395N/A15,145N/A6/30/2018171,18610,309N/A9,334N/A3/31/2018161,9218,966N/A8,414N/A12/31/2017154,2568,030N/A5,481N/A9/30/2017147,5515,068N/A10,830N/A6/30/2017142,6595,579N/A14,757N/A3/31/2017137,8937,024N/A12,615N/A12/31/2016135,0267,234N/A3,118N/A9/30/2016131,38610,816N/A11,843N/A6/30/2016129,4739,930N/A-33,551N/A3/31/2016126,92712,918N/A-26,813N/A12/31/2015126,33713,419N/A-12,624N/A9/30/2015124,29410,422N/A-17,466N/A6/30/2015120,48510,214N/A18,228N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: IQ3 의 연간 예상 수익 증가율(18%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: IQ3 의 연간 수익(18%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: IQ3 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: IQ3 의 수익(연간 7.9%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: IQ3 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: IQ3의 자본 수익률은 3년 후 24.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 10:57종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 internet group, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Keiichi YoneshimaBarclaysYoshitaka NagaoBofA Global Researchnull nullCLSA14명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Junko Kotakemori was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 09+ 1 more updateGMO internet group, Inc. to Report Q3, 2026 Results on Nov 13, 2026GMO internet group, Inc. announced that they will report Q3, 2026 results on Nov 13, 2026
공시 • Apr 15GMO internet group, Inc. to Report Q1, 2026 Results on May 15, 2026GMO internet group, Inc. announced that they will report Q1, 2026 results at 3:31 PM, Tokyo Standard Time on May 15, 2026
공시 • Feb 16GMO Internet Group, Inc. Announces the Retirement of Keigo Ogura as Director (Independent Director) and Audit and Supervisory Committee Member, Effective March 19, 2026GMO internet group, Inc. announced the retirement of Keigo Ogura as Director (Independent Director) and Audit and Supervisory Committee Member. Mr. Ogura will retire upon expiration of his term at the end of the Annual General Shareholders Meeting to be held on March 19, 2026.
공시 • Feb 12+ 1 more updateGMO internet group, Inc., Annual General Meeting, Mar 19, 2026GMO internet group, Inc., Annual General Meeting, Mar 19, 2026.
공시 • Dec 03GMO internet group, Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026GMO internet group, Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
공시 • Nov 25+ 1 more updateGMO internet group, Inc. (TSE:9449) proposed to acquire 59.99% stake in Prime Strategy Co., Ltd. (TSE:5250) from Kengyu Nakamura and others for ¥3.5 billion.GMO internet group, Inc. (TSE:9449) proposed to acquire 59.99% stake in Prime Strategy Co., Ltd. (TSE:5250) from Kengyu Nakamura and others for ¥3.5 billion on November 25, 2025. A cash consideration of ¥3.54 billion valued at ¥1600 per share will be paid by GMO internet group, Inc. As part of consideration, ¥3.54 billion is paid towards common equity of Prime Strategy Co., Ltd. The transaction is subject to minimum render and is expected to close on December 23, 2025. Clifford Chance LLP acted as legal advisor to Prime Strategy Co., Ltd. Nishimura & Asahi acted as legal advisor to GMO internet group, Inc. Mita Securities Co., Ltd. acted as tender offer agent.
공시 • Aug 14GMO Internet Group's White- Hat Team "GMO Ierae" Claims First Place at Def Con 33's Cloud Village CTF, Securing Third Consecutive World TitleGMO Internet Group announced that its white-hat hacker team "GMO Ierae" has captured first place in the prestigious Cloud Village Capture The Flag (CTF) competition at DEF CON 33, one of the world's largest and most influential cybersecurity conferences. This victory marks the team's historic third consecutive world championship.DEF CON 33 brought together top hackers and security experts from around the globe. Three elite teams represented GMO Internet Group across multiple categories: GMO Ierae -- 1st place in Cloud Village CTF, achieving a historic third consecutive title. GMO Flatt Security -- Competed in multiple categories, placing 3rd in AppSec Village CTF and 5th in Hardware Hacking Village. Blue Water -- 2nd place in the highly competitive DEF CON CTF Finals, as part of an international team of top hackers from multiple countries. GMO Internet Group views CTF competitions not merely as contests, but as essential training grounds for strengthening real-world cybersecurity defenses. The Group continues to invest in world-class talent development and initiatives to create a safer internet for all.
공시 • Mar 29+ 1 more updateGMO internet group, Inc. to Report Q2, 2025 Results on Aug 08, 2025GMO internet group, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
공시 • Feb 12+ 1 more updateGMO internet group, Inc., Annual General Meeting, Mar 21, 2025GMO internet group, Inc., Annual General Meeting, Mar 21, 2025.
공시 • Dec 03GMO internet group, Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025GMO internet group, Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025
공시 • Mar 29+ 2 more updatesGMO internet group, Inc. to Report Q1, 2024 Results on May 10, 2024GMO internet group, Inc. announced that they will report Q1, 2024 results on May 10, 2024
공시 • Mar 08GMO internet group, Inc., Annual General Meeting, Mar 22, 2024GMO internet group, Inc., Annual General Meeting, Mar 22, 2024, at 10:00 Tokyo Standard Time.
공시 • Feb 15GMO internet group, Inc. (TSE:9449) agreed to acquire an unknown minority stake in Flatt Security Co., Ltd. from Koki Ide for ¥1.3 billion.GMO internet group, Inc. (TSE:9449) agreed to acquire an unknown minority stake in Flatt Security Co., Ltd. from Koki Ide for ¥1.3 billion on February 13, 2024. As of April 30, 2023, Flatt Security Co., Ltd. reported Net assets of ¥71 million, total assets of ¥180 million, revenues of ¥280 million, Operating income of -¥12 million, and Net income of -¥12 million. The deal is expected to be completed on February 29, 2024.
공시 • Feb 14+ 1 more updateGMO internet group, Inc. to Report Fiscal Year 2023 Final Results on Mar 22, 2024GMO internet group, Inc. announced that they will report fiscal year 2023 final results on Mar 22, 2024
공시 • Feb 13GMO internet group, Inc. (TSE:9449) announces an Equity Buyback for 1,100,000 shares, representing 1% for ¥2,410 million.GMO internet group, Inc. (TSE:9449) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, representing 1% of its issued share capital, for ¥2,410 million. The purpose of the program is to enhance shareholder returns. The program will continue through February 7, 2025. As of December 31, 2023, the company had 110,113,337 issued shares (excluding treasury stock) and 3,951,867 treasury shares.
공시 • Dec 05GMO internet group, Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024GMO internet group, Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024
공시 • Jun 14+ 1 more updateGMO internet group, Inc. to Report Q2, 2023 Results on Aug 09, 2023GMO internet group, Inc. announced that they will report Q2, 2023 results on Aug 09, 2023
공시 • Feb 14+ 1 more updateGMO internet group, Inc., Annual General Meeting, Mar 24, 2023GMO internet group, Inc., Annual General Meeting, Mar 24, 2023.
공시 • Dec 06GMO internet group, Inc. to Report Fiscal Year 2022 Results on Feb 13, 2023GMO internet group, Inc. announced that they will report fiscal year 2022 results on Feb 13, 2023
공시 • Jun 08+ 1 more updateGMO Internet, Inc. to Report Q2, 2022 Results on Aug 08, 2022GMO Internet, Inc. announced that they will report Q2, 2022 results on Aug 08, 2022
공시 • Apr 09GMO Internet, Inc. to Report Q1, 2022 Results on May 12, 2022GMO Internet, Inc. announced that they will report Q1, 2022 results at 3:31 PM, Tokyo Standard Time on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €22.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the IT industry in Germany. Total returns to shareholders of 58% over the past three years.
Buying Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥24.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% per annum over the last 3 years. The company has become profitable over the last 3 years.
공시 • Feb 16GMO Internet, Inc., Annual General Meeting, Mar 20, 2022GMO Internet, Inc., Annual General Meeting, Mar 20, 2022.
공시 • Feb 11GMO Internet, Inc. (TSE:9449) announces an Equity Buyback for 3,000,000 shares, representing 2.74% for ¥5,000 million.GMO Internet, Inc. (TSE:9449) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 2.74% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to enhance shareholder returns through improvement of capital efficiency. The program will continue through February 10, 2023. As of December 31, 2021, the company had 109,609,685 issued shares (excluding treasury stock) and 2,283,361 treasury shares.
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥160 (up from JP¥92.99 in FY 2020). Revenue: JP¥241.4b (up 15% from FY 2020). Net income: JP¥17.5b (up 70% from FY 2020). Profit margin: 7.3% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Jan 26GMO Internet, Inc. (TSE:9449) agreed to acquire 50% stake in Ierae Security Inc. from Yuya Kuratomi and other for ¥9.2 billion.GMO Internet, Inc. (TSE:9449) agreed to acquire 50% stake in Ierae Security Inc. from Yuya Kuratomi and other for ¥9.2 billion on January 24, 2022. After the transaction, Ierae Security Inc. will be renamed to GMO Cybersecurity by lerae, Inc. The transaction is subject to approval from shareholders of GMO. The transaction is expected to close on February 28, 2022.
공시 • Nov 24GMO Internet, Inc. (TSE:9449) agreed to acquire Setagaya Business Square from Tokyu Real Estate Investment Management Inc. for ¥22.8 billion.GMO Internet, Inc. (TSE:9449) agreed to acquire Setagaya Business Square from Tokyu Real Estate Investment Management Inc. for ¥22.8 billion on November 22, 2021. Transaction is expected to close on December 1, 2021.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS JP¥32.61 (vs JP¥23.43 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥56.5b (up 11% from 3Q 2020). Net income: JP¥3.60b (up 41% from 3Q 2020). Profit margin: 6.4% (up from 5.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공시 • Jun 23GMO Internet, Inc. (TSE:9449) completed the acquisition of OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki.GMO Internet, Inc. (TSE:9449) agreed to acquire OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki for ¥8.3 billion on May 24, 2021. As per terms of transaction, The GMO Internet, Inc. will allocate and deliver 3.677 shares of the GMO Internet, Inc. common stock and ¥371 for each share of the common stock of OMAKASE. The GMO Internet, Inc. plans to allocate 1,029,166 shares of treasury stock held by the GMO Internet, Inc. to the shares of OMAKASE and the common stock of the GMO Internet, Inc. to be delivered as an allotment for stock acquisition rights through the Share Delivery, and will not issue new shares. GMO INternet,Inc. will acquire 35.49% stake from Shunpei Asai, 32.78% stake from Kenta Takahashi, 11.47% stake from Shuhei Ogata and 11.10% stake from Hirotatsu Suzuki. Transaction is expected to complete on June 18, 2021. KPMG FAS Co., Ltd. acted as fairness opinion provider to GMO Internet, Inc. GMO Internet, Inc. (TSE:9449) completed the acquisition of OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki on June 21, 2021.
공시 • May 25GMO Internet, Inc. (TSE:9449) agreed to acquire OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki for ¥8.3 billion.GMO Internet, Inc. (TSE:9449) agreed to acquire OMAKASE Co., Ltd from Shunpei Asai, Kenta Takahashi, Shuhei Ogata and Hirotatsu Suzuki for ¥8.3 billion on May 24, 2021. As per terms of transaction, The GMO Internet, Inc. will allocate and deliver 3.677 shares of the GMO Internet, Inc. common stock and ¥371 for each share of the common stock of OMAKASE. The GMO Internet, Inc. plans to allocate 1,029,166 shares of treasury stock held by the GMO Internet, Inc. to the shares of OMAKASE and the common stock of the GMO Internet, Inc. to be delivered as an allotment for stock acquisition rights through the Share Delivery, and will not issue new shares. GMO INternet,Inc. will acquire 35.49% stake from Shunpei Asai, 32.78% stake from Kenta Takahashi, 11.47% stake from Shuhei Ogata and 11.10% stake from Hirotatsu Suzuki. Transaction is expected to complete on June 18, 2021. KPMG FAS Co., Ltd. acted as fairness opinion provider to GMO Internet, Inc.
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥51.77 (vs JP¥19.92 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥61.2b (up 14% from 1Q 2020). Net income: JP¥5.66b (up 151% from 1Q 2020). Profit margin: 9.2% (up from 4.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.1%).
공시 • Mar 03GMO-Z.com Trust Company Launches First Regulated JPY-Pegged StablecoinGMO Internet Group has launched the world's first regulated JPY-pegged stablecoin, (Ticker: GYEN), as part of a move to digitize the most traded currencies and fuel blockchain technology. With the launch, GMO Trust delivers a digital asset that meets the stringent standards of federal banking regulations and is backed by one of the world's most popular currencies. GMO Trust joins the ranks of Paxos, Gemini, Coinbase Custody, NYDIG, Bakkt and Fidelity Digital Assets as the seventh company to be granted a limited purpose trust charter by the New York Department of Financial Services to offer a stablecoin, which occurred on December 29, 2020.Institutional firms and retail traders can leverage GYEN for trading, institutional hedging, arbitrage, settlements and payments with lower fees and near instant settlement. The stablecoins are 100% fiat-backed and always redeemable 1:1. They are powered by Ethereum's leading blockchain-based technology. They are available on exchanges globally among the most liquid digital assets.
공시 • Feb 16GMO Internet, Inc., Annual General Meeting, Mar 20, 2021GMO Internet, Inc., Annual General Meeting, Mar 20, 2021.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥92.99 (vs JP¥73.16 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥210.6b (up 7.3% from FY 2019). Net income: JP¥10.3b (up 23% from FY 2019). Profit margin: 4.9% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 9.2%, compared to a 12% growth forecast for the IT industry in Germany.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥28.40, the stock is trading at a trailing P/E ratio of 46.8x, up from the previous P/E ratio of 40.2x. This compares to an average P/E of 33x in the IT industry in Germany. Total returns to shareholders over the past three years are 134%.
Is New 90 Day High Low • Feb 10New 90-day high: €28.40The company is up 25% from its price of €22.80 on 11 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 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.56 per share.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥26.60, the stock is trading at a trailing P/E ratio of 45.4x, up from the previous P/E ratio of 39.2x. This compares to an average P/E of 30x in the IT industry in Germany. Total returns to shareholders over the past three years are 91%.
Is New 90 Day High Low • Jan 09New 90-day high: €26.60The company is up 12% from its price of €23.80 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.11 per share.
공시 • Jan 07GMO Internet, Inc. to Report Q4, 2020 Results on Feb 12, 2021GMO Internet, Inc. announced that they will report Q4, 2020 results on Feb 12, 2021
Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.5%, compared to a 10% growth forecast for the IT industry in Germany.
Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS JP¥23.43The company reported a soft third quarter result with weaker profit margins, although earnings and revenues were flat. Third quarter 2020 results: Revenue: JP¥50.8b (flat on 3Q 2019). Net income: JP¥2.56b (flat on 3Q 2019). Profit margin: 5.0% (down from 5.1% in 3Q 2019). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS JP¥23.43The company reported a soft third quarter result with weaker profit margins, although earnings and revenues were flat. Third quarter 2020 results: Revenue: JP¥50.8b (flat on 3Q 2019). Net income: JP¥2.56b (flat on 3Q 2019). Profit margin: 5.0% (down from 5.1% in 3Q 2019). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue misses expectationsRevenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.5%, compared to a 10% growth forecast for the IT industry in Germany.
공시 • Oct 10GMO Internet, Inc. to Report Q3, 2020 Results on Nov 11, 2020GMO Internet, Inc. announced that they will report Q3, 2020 results on Nov 11, 2020