GMO internet (4784) 주식 개요는 일본에서 인터넷 인프라 사업을 하고 있습니다. 자세히 보기4784 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장1/6과거 실적6/6재무 건전성5/6배당4/6강점공정 가치 추정치보다 낮은 44.6% 에서 거래수익은 매년 7.94% 증가할 것으로 예상됩니다.지난 1년간 수익이 396.3% 증가했습니다.위험 분석불안정한 배당 실적지난 3개월 동안 주가 변동성이 JP 시장과 비교해 높았습니다.모든 위험 점검 보기4784 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥583.0026.7% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-86m80b2016201920222025202620282031Revenue JP¥80.1bEarnings JP¥6.0bAdvancedSet Fair ValueView all narrativesGMO internet, Inc. 경쟁사Ai RoboticsSymbol: TSE:247AMarket cap: JP¥50.6bSepteni HoldingsSymbol: TSE:4293Market cap: JP¥100.0bKurashiruSymbol: TSE:299AMarket cap: JP¥46.8bHakuhodo DY HoldingsSymbol: TSE:2433Market cap: JP¥431.9b가격 이력 및 성과GMO internet 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥583.0052주 최고가JP¥3,675.0052주 최저가JP¥539.00베타-0.00601개월 변동-20.68%3개월 변동-19.48%1년 변동-82.62%3년 변동36.22%5년 변동10.63%IPO 이후 변동-68.49%최근 뉴스 및 업데이트Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥6.02 (vs JP¥4.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.02 (up from JP¥4.61 in 1Q 2025). Revenue: JP¥20.4b (up 6.8% from 1Q 2025). Net income: JP¥1.65b (up 31% from 1Q 2025). Profit margin: 8.1% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.New Risk • May 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥603, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 43% over the past three years.공시 • Apr 15GMO internet, Inc. to Report Q1, 2026 Results on May 15, 2026GMO internet, Inc. announced that they will report Q1, 2026 results at 3:31 PM, Tokyo Standard Time on May 15, 2026Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥793, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 90% over the past three years.Declared Dividend • Mar 20Fourth quarter dividend of JP¥4.65 announcedShareholders will receive a dividend of JP¥4.65. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.더 많은 업데이트 보기Recent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥6.02 (vs JP¥4.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.02 (up from JP¥4.61 in 1Q 2025). Revenue: JP¥20.4b (up 6.8% from 1Q 2025). Net income: JP¥1.65b (up 31% from 1Q 2025). Profit margin: 8.1% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.New Risk • May 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥603, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 43% over the past three years.공시 • Apr 15GMO internet, Inc. to Report Q1, 2026 Results on May 15, 2026GMO internet, Inc. announced that they will report Q1, 2026 results at 3:31 PM, Tokyo Standard Time on May 15, 2026Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥793, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 90% over the past three years.Declared Dividend • Mar 20Fourth quarter dividend of JP¥4.65 announcedShareholders will receive a dividend of JP¥4.65. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.공시 • Feb 16+ 1 more updateGMO internet, Inc. Announces Commemorative Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 23, 2026GMO Internet, Inc. (the "Company") hereby announced that it has resolved, at a meeting of the Board of Directors held on February 16, 2026, to submit a proposal concerning the payment of dividends of surplus with a record date of December 31, 2025 (the end of the fiscal year ended December 31, 2025) to the Annual General Meeting of Shareholders for the fiscal year ended December 31, 2025, scheduled to be held on March 18, 2026. The details are described below. For the period, the company announced JPY 1.94 per share. Effective date is March 23, 2026.New Risk • Feb 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 116% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (over 16x increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (116% cash payout ratio).Reported Earnings • Feb 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥20.29 (up from JP¥0.25 loss in FY 2024). Revenue: JP¥78.5b (up JP¥65.6b from FY 2024). Net income: JP¥5.56b (up JP¥5.57b from FY 2024). Profit margin: 7.1% (up from 0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 12GMO internet, Inc., Annual General Meeting, Mar 18, 2026GMO internet, Inc., Annual General Meeting, Mar 18, 2026.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥893, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 107% over the past three years.분석 기사 • Jan 16These 4 Measures Indicate That GMO internet (TSE:4784) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Dec 25Market Participants Recognise GMO internet, Inc.'s (TSE:4784) Revenues Pushing Shares 33% HigherGMO internet, Inc. ( TSE:4784 ) shareholders are no doubt pleased to see that the share price has bounced 33% in the...Declared Dividend • Dec 23Third quarter dividend of JP¥3.58 announcedShareholders will receive a dividend of JP¥3.58. Ex-date: 29th December 2025 Payment date: 24th March 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥759, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 18x in the Media industry in Japan. Total returns to shareholders of 71% over the past three years.공시 • Dec 03GMO internet, Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026GMO internet, Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: JP¥5.85 (vs JP¥2.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥5.85 (up from JP¥2.30 in 3Q 2024). Revenue: JP¥19.8b (up JP¥16.8b from 3Q 2024). Net income: JP¥1.60b (up JP¥1.57b from 3Q 2024). Profit margin: 8.1% (up from 1.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.분석 기사 • Nov 07GMO internet, Inc.'s (TSE:4784) Stock Retreats 25% But Revenues Haven't Escaped The Attention Of InvestorsUnfortunately for some shareholders, the GMO internet, Inc. ( TSE:4784 ) share price has dived 25% in the last thirty...분석 기사 • Oct 28GMO internet (TSE:4784) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...분석 기사 • Sep 04GMO internet, Inc. (TSE:4784) Stocks Pounded By 25% But Not Lagging Industry On Growth Or PricingTo the annoyance of some shareholders, GMO internet, Inc. ( TSE:4784 ) shares are down a considerable 25% in the last...공시 • Sep 01GMO internet, Inc. to Report Q3, 2025 Results on Nov 13, 2025GMO internet, Inc. announced that they will report Q3, 2025 results on Nov 13, 2025분석 기사 • Aug 20Statutory Profit Doesn't Reflect How Good GMO internet's (TSE:4784) Earnings AreDespite announcing strong earnings, GMO internet, Inc.'s ( TSE:4784 ) stock was sluggish. Our analysis uncovered some...Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: JP¥4.18 (vs JP¥9.06 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.18 (up from JP¥9.06 loss in 2Q 2024). Revenue: JP¥19.4b (up JP¥16.3b from 2Q 2024). Net income: JP¥1.15b (up JP¥1.29b from 2Q 2024). Profit margin: 5.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 7.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 7.5% per year over the past 5 years. Shareholders have been substantially diluted in the past year (over 16x increase in shares outstanding).분석 기사 • Jul 09With A 48% Price Drop For GMO internet, Inc. (TSE:4784) You'll Still Get What You Pay ForGMO internet, Inc. ( TSE:4784 ) shareholders won't be pleased to see that the share price has had a very rough month...분석 기사 • Jul 08GMO internet (TSE:4784) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...분석 기사 • Jun 16Is GMO internet (TSE:4784) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • May 31GMO internet, Inc. to Report Q2, 2025 Results on Aug 08, 2025GMO internet, Inc. announced that they will report Q2, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 08, 2025분석 기사 • May 25Investors Appear Satisfied With GMO internet, Inc.'s (TSE:4784) Prospects As Shares Rocket 28%Despite an already strong run, GMO internet, Inc. ( TSE:4784 ) shares have been powering on, with a gain of 28% in the...Reported Earnings • May 18First quarter 2025 earnings released: EPS: JP¥4.61 (vs JP¥3.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.61 (up from JP¥3.78 in 1Q 2024). Revenue: JP¥19.1b (up 452% from 1Q 2024). Net income: JP¥1.26b (up JP¥1.20b from 1Q 2024). Profit margin: 6.6% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 46% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 169 percentage points per year, which is a significant difference in performance.분석 기사 • Apr 07Revenues Tell The Story For GMO internet, Inc. (TSE:4784) As Its Stock Soars 44%Despite an already strong run, GMO internet, Inc. ( TSE:4784 ) shares have been powering on, with a gain of 44% in the...New Risk • Mar 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 16x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (over 16x increase in shares outstanding).Reported Earnings • Mar 27Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥0.25 loss per share (down from JP¥2.48 profit in FY 2023). Revenue: JP¥13.0b (down 13% from FY 2023). Net loss: JP¥4.00m (down 110% from profit in FY 2023). Profit margin: 0% (down from 0.3% in FY 2023). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 60% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.공시 • Mar 18GMO internet, Inc. to Report Q1, 2025 Results on May 14, 2025GMO internet, Inc. announced that they will report Q1, 2025 results on May 14, 2025분석 기사 • Feb 14GMO internet (TSE:4784) Could Be At Risk Of Shrinking As A CompanyWhat financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...Reported Earnings • Feb 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥0.25 loss per share (down from JP¥2.48 profit in FY 2023). Revenue: JP¥13.0b (down 13% from FY 2023). Net loss: JP¥4.00m (down 110% from profit in FY 2023). Profit margin: 0% (down from 0.3% in FY 2023). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 59% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance.공시 • Feb 12GMO internet, Inc., Annual General Meeting, Mar 19, 2025GMO internet, Inc., Annual General Meeting, Mar 19, 2025.분석 기사 • Jan 09A Piece Of The Puzzle Missing From GMO internet, Inc.'s (TSE:4784) 31% Share Price ClimbGMO internet, Inc. ( TSE:4784 ) shares have continued their recent momentum with a 31% gain in the last month alone...Upcoming Dividend • Dec 20Upcoming dividend of JP¥6.90 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 24 March 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.3%).공시 • Dec 06GMO AD Partners Inc. to Report Fiscal Year 2024 Results on Feb 05, 2025GMO AD Partners Inc. announced that they will report fiscal year 2024 results on Feb 05, 2025분석 기사 • Nov 21GMO AD Partners Inc. (TSE:4784) Stock Rockets 28% But Many Are Still Ignoring The CompanyThe GMO AD Partners Inc. ( TSE:4784 ) share price has done very well over the last month, posting an excellent gain of...Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥2.30 (vs JP¥3.72 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.30 (up from JP¥3.72 loss in 3Q 2023). Revenue: JP¥3.08b (down 11% from 3Q 2023). Net income: JP¥37.0m (up JP¥97.0m from 3Q 2023). Profit margin: 1.2% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 76% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • Sep 27GMO AD Partners Inc. to Report Q3, 2024 Results on Nov 06, 2024GMO AD Partners Inc. announced that they will report Q3, 2024 results on Nov 06, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (JP¥7.51b market cap, or US$53.4m).Reported Earnings • Aug 13Second quarter 2024 earnings released: JP¥9.06 loss per share (vs JP¥0.43 loss in 2Q 2023)Second quarter 2024 results: JP¥9.06 loss per share (further deteriorated from JP¥0.43 loss in 2Q 2023). Revenue: JP¥3.08b (down 21% from 2Q 2023). Net loss: JP¥146.0m (loss widened JP¥139.0m from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.분석 기사 • Aug 10Risks Still Elevated At These Prices As GMO AD Partners Inc. (TSE:4784) Shares Dive 33%GMO AD Partners Inc. ( TSE:4784 ) shares have retraced a considerable 33% in the last month, reversing a fair amount of...분석 기사 • Jun 26GMO AD Partners Inc.'s (TSE:4784) 27% Price Boost Is Out Of Tune With RevenuesThe GMO AD Partners Inc. ( TSE:4784 ) share price has done very well over the last month, posting an excellent gain of...New Risk • Jun 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% 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: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (JP¥6.88b market cap, or US$42.9m).공시 • Jun 08GMO AD Partners Inc. to Report Q2, 2024 Results on Aug 06, 2024GMO AD Partners Inc. announced that they will report Q2, 2024 results on Aug 06, 2024Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥3.78 (vs JP¥7.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.78 (down from JP¥7.02 in 1Q 2023). Revenue: JP¥3.45b (down 19% from 1Q 2023). Net income: JP¥61.0m (down 46% from 1Q 2023). Profit margin: 1.8% (down from 2.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: JP¥2.48 (vs JP¥24.93 in FY 2022)Full year 2023 results: EPS: JP¥2.48 (down from JP¥24.93 in FY 2022). Revenue: JP¥14.9b (down 10% from FY 2022). Net income: JP¥40.0m (down 90% from FY 2022). Profit margin: 0.3% (down from 2.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.공시 • Feb 29GMO AD Partners Inc. to Report Q1, 2024 Results on May 08, 2024GMO AD Partners Inc. announced that they will report Q1, 2024 results on May 08, 2024Reported Earnings • Feb 08Full year 2023 earnings released: EPS: JP¥2.48 (vs JP¥24.93 in FY 2022)Full year 2023 results: EPS: JP¥2.48 (down from JP¥24.93 in FY 2022). Revenue: JP¥14.9b (down 10% from FY 2022). Net income: JP¥40.0m (down 90% from FY 2022). Profit margin: 0.3% (down from 2.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공시 • Feb 07GMO AD Partners Inc., Annual General Meeting, Mar 19, 2024GMO AD Partners Inc., Annual General Meeting, Mar 19, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥2.40 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 25 March 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).공시 • Dec 05GMO AD Partners Inc. to Report Fiscal Year 2023 Results on Feb 05, 2024GMO AD Partners Inc. announced that they will report fiscal year 2023 results on Feb 05, 2024New Risk • Nov 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.2% Last year net profit margin: 2.2% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 3.3% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥6.30b market cap, or US$41.9m).Reported Earnings • Nov 07Third quarter 2023 earnings released: JP¥3.72 loss per share (vs JP¥7.68 profit in 3Q 2022)Third quarter 2023 results: JP¥3.72 loss per share (down from JP¥7.68 profit in 3Q 2022). Revenue: JP¥3.46b (down 18% from 3Q 2022). Net loss: JP¥60.0m (down 149% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공시 • Sep 29GMO AD Partners Inc. to Report Q3, 2023 Results on Nov 06, 2023GMO AD Partners Inc. announced that they will report Q3, 2023 results on Nov 06, 2023New Risk • Aug 05New major risk - Revenue and earnings growthEarnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (96% payout ratio). Market cap is less than US$100m (JP¥6.77b market cap, or US$47.7m).Reported Earnings • Aug 04Second quarter 2023 earnings released: JP¥0.43 loss per share (vs JP¥6.16 profit in 2Q 2022)Second quarter 2023 results: JP¥0.43 loss per share (down from JP¥6.16 profit in 2Q 2022). Revenue: JP¥3.88b (down 12% from 2Q 2022). Net loss: JP¥7.00m (down 107% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Jun 02GMO AD Partners Inc. to Report Q2, 2023 Results on Aug 03, 2023GMO AD Partners Inc. announced that they will report Q2, 2023 results on Aug 03, 2023Reported Earnings • May 09First quarter 2023 earnings released: EPS: JP¥7.02 (vs JP¥12.44 in 1Q 2022)First quarter 2023 results: EPS: JP¥7.02 (down from JP¥12.44 in 1Q 2022). Revenue: JP¥4.27b (up 7.1% from 1Q 2022). Net income: JP¥113.0m (down 42% from 1Q 2022). Profit margin: 2.6% (down from 4.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.Buying Opportunity • Apr 13Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 8.2%.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: JP¥24.93 (vs JP¥20.51 in FY 2021)Full year 2022 results: EPS: JP¥24.93 (up from JP¥20.51 in FY 2021). Revenue: JP¥16.6b (down 52% from FY 2021). Net income: JP¥395.0m (up 20% from FY 2021). Profit margin: 2.4% (up from 1.0% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Buying Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.8%. The fair value is estimated to be JP¥549, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 8.2%.Buying Opportunity • Feb 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be JP¥550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 8.2%.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥24.93 (vs JP¥20.51 in FY 2021)Full year 2022 results: EPS: JP¥24.93 (up from JP¥20.51 in FY 2021). Revenue: JP¥16.6b (down 52% from FY 2021). Net income: JP¥395.0m (up 20% from FY 2021). Profit margin: 2.4% (up from 1.0% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.공시 • Feb 08GMO AD Partners Inc., Annual General Meeting, Mar 23, 2023GMO AD Partners Inc., Annual General Meeting, Mar 23, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 22 March 2023. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).공시 • Dec 06GMO AD Partners Inc. to Report Fiscal Year 2022 Results on Feb 06, 2023GMO AD Partners Inc. announced that they will report fiscal year 2022 results on Feb 06, 2023Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: JP¥7.68 (vs JP¥1.31 in 3Q 2021)Third quarter 2022 results: EPS: JP¥7.68 (up from JP¥1.31 in 3Q 2021). Revenue: JP¥4.24b (down 45% from 3Q 2021). Net income: JP¥122.0m (up 481% from 3Q 2021). Profit margin: 2.9% (up from 0.3% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.공시 • Sep 02GMO AD Partners Inc. to Report Q3, 2022 Results on Nov 07, 2022GMO AD Partners Inc. announced that they will report Q3, 2022 results on Nov 07, 2022Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥6.16 (vs JP¥5.85 in 2Q 2021)Second quarter 2022 results: EPS: JP¥6.16 (up from JP¥5.85 in 2Q 2021). Revenue: JP¥4.40b (down 47% from 2Q 2021). Net income: JP¥97.0m (up 3.2% from 2Q 2021). Profit margin: 2.2% (up from 1.1% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥483, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 26% over the past three years.공시 • Jul 01GMO AD Partners Inc. to Report Q2, 2022 Results on Aug 04, 2022GMO AD Partners Inc. announced that they will report Q2, 2022 results on Aug 04, 2022Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥12.44 (vs JP¥10.34 in 1Q 2021)First quarter 2022 results: EPS: JP¥12.44 (up from JP¥10.34 in 1Q 2021). Revenue: JP¥3.99b (down 59% from 1Q 2021). Net income: JP¥196.0m (up 18% from 1Q 2021). Profit margin: 4.9% (up from 1.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.공시 • Apr 08GMO AD Partners Inc. to Report Q1, 2022 Results on May 09, 2022GMO AD Partners Inc. announced that they will report Q1, 2022 results on May 09, 2022공시 • Feb 09GMO AD Partners Inc., Annual General Meeting, Mar 19, 2022GMO AD Partners Inc., Annual General Meeting, Mar 19, 2022.Reported Earnings • Feb 08Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥21.76 (up from JP¥16.20 in FY 2020). Revenue: JP¥34.5b (flat on FY 2020). Net income: JP¥348.0m (up 34% from FY 2020). Profit margin: 1.0% (up from 0.8% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.80 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 22 March 2022. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥1.31 (vs JP¥4.92 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.75b (down 8.6% from 3Q 2020). Net income: JP¥21.0m (down 73% from 3Q 2020). Profit margin: 0.3% (down from 0.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Sep 24GMO AD Partners Inc. (JASDAQ:4784) announces an Equity Buyback for 350,000 shares, representing 2.18% for ¥195.3 million.GMO AD Partners Inc. (JASDAQ:4784) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 2.18% of its issued share capital (excluding treasury stock), for a total purchase price of ¥195.3 million. The purpose of the program is to contribute to shareholder value. As of June 30, 2021, the company had 16,087,033 issued shares (excluding treasury stock) and 670,167 treasury shares.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS JP¥5.85 (vs JP¥3.61 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥8.32b (up 3.9% from 2Q 2020). Net income: JP¥94.0m (up 62% from 2Q 2020). Profit margin: 1.1% (up from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • May 08First quarter 2021 earnings released: EPS JP¥10.34 (vs JP¥16.20 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¥9.69b (up 6.0% from 1Q 2020). Net income: JP¥166.0m (down 36% from 1Q 2020). Profit margin: 1.7% (down from 2.8% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.분석 기사 • May 05Is GMO AD Partners Inc. (TYO:4784) A Smart Pick For Income Investors?Today we'll take a closer look at GMO AD Partners Inc. ( TYO:4784 ) from a dividend investor's perspective. Owning a...분석 기사 • Mar 18What Do The Returns On Capital At GMO AD Partners (TYO:4784) Tell Us?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • Feb 25Does GMO AD Partners' (TYO:4784) Share Price Gain of 58% Match Its Business Performance?It hasn't been the best quarter for GMO AD Partners Inc. ( TYO:4784 ) shareholders, since the share price has fallen...Is New 90 Day High Low • Feb 24New 90-day low: JP¥557The company is down 19% from its price of JP¥690 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 11% over the same period.공시 • Feb 10GMO AD Partners Inc., Annual General Meeting, Mar 21, 2021GMO AD Partners Inc., Annual General Meeting, Mar 21, 2021.Reported Earnings • Feb 10Full year 2020 earnings released: EPS JP¥16.20 (vs JP¥14.88 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: JP¥34.5b (flat on FY 2019). Net income: JP¥260.0m (up 8.3% from FY 2019). Profit margin: 0.8% (up from 0.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.분석 기사 • Feb 04Three Things You Should Check Before Buying GMO AD Partners Inc. (TYO:4784) For Its DividendDividend paying stocks like GMO AD Partners Inc. ( TYO:4784 ) tend to be popular with investors, and for good reason...분석 기사 • Jan 14Is Weakness In GMO AD Partners Inc. (TYO:4784) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?With its stock down 19% over the past three months, it is easy to disregard GMO AD Partners (TYO:4784). But if you pay...분석 기사 • Dec 24Three Days Left To Buy GMO AD Partners Inc. (TYO:4784) Before The Ex-Dividend DateSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Upcoming Dividend • Dec 22Upcoming Dividend of JP¥12.80 Per ShareWill be paid on the 25th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.1% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%).분석 기사 • Dec 15Should You Be Impressed By GMO AD Partners' (TYO:4784) Returns on Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...분석 기사 • Nov 24Should GMO AD Partners (TYO:4784) Be Disappointed With Their 77% Profit?Passive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥722, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 27.8x. This compares to an average P/E of 24x in the Media industry in Japan. Total returns to shareholders over the past three years are 59%.주주 수익률4784JP MediaJP 시장7D-10.7%-0.06%-3.1%1Y-82.6%5.9%38.2%전체 주주 수익률 보기수익률 대 산업: 4784은 지난 1년 동안 5.9%의 수익을 기록한 JP Media 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 4784은 지난 1년 동안 38.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 4784's price volatile compared to industry and market?4784 volatility4784 Average Weekly Movement8.9%Media Industry Average Movement5.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 4784의 주가는 지난 3개월 동안 JP 시장보다 변동성이 컸습니다.시간에 따른 변동성: 4784의 주간 변동성(9%)은 지난 1년 동안 안정적이었지만 JP 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트19991,826Tadashi Itointernet.gmo는 일본에서 인터넷 인프라 사업을 하고 있습니다. 이 회사는 클라우드/호스팅 및 도메인 등록 서비스를 제공합니다. 또한 온라인 광고, 데이터 기술 및 대행사 관련 사업에도 관여하고 있습니다.더 보기GMO internet, Inc. 기초 지표 요약GMO internet의 순이익과 매출은 시가총액과 어떻게 비교됩니까?4784 기초 통계시가총액JP¥176.46b순이익 (TTM)JP¥5.95b매출 (TTM)JP¥79.85b29.8x주가수익비율(P/E)2.2x주가매출비율(P/S)4784는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표4784 손익계산서 (TTM)매출JP¥79.85b매출원가JP¥53.37b총이익JP¥26.48b기타 비용JP¥20.52b순이익JP¥5.95b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)19.56총이익률33.16%순이익률7.45%부채/자본 비율94.6%4784의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.7%현재 배당 수익률47%배당 성향4784는 안정적으로 배당을 지급합니까?4784 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 4784를 매수해야 하나요?GMO internet 배당 일정배당락일Mar 30 2026배당 지급일Jun 22 2026배당락일까지 남은 일수53 days배당 지급일까지 남은 일수31 days4784는 안정적으로 배당을 지급합니까?4784 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 16:18종가2026/05/21 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, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDaiwa Securities Co. Ltd.Kazuki TokunagaDaiwa Securities Co. Ltd.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥6.02 (vs JP¥4.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.02 (up from JP¥4.61 in 1Q 2025). Revenue: JP¥20.4b (up 6.8% from 1Q 2025). Net income: JP¥1.65b (up 31% from 1Q 2025). Profit margin: 8.1% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
New Risk • May 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥603, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 43% over the past three years.
공시 • Apr 15GMO internet, Inc. to Report Q1, 2026 Results on May 15, 2026GMO internet, Inc. announced that they will report Q1, 2026 results at 3:31 PM, Tokyo Standard Time on May 15, 2026
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥793, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 90% over the past three years.
Declared Dividend • Mar 20Fourth quarter dividend of JP¥4.65 announcedShareholders will receive a dividend of JP¥4.65. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥6.02 (vs JP¥4.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.02 (up from JP¥4.61 in 1Q 2025). Revenue: JP¥20.4b (up 6.8% from 1Q 2025). Net income: JP¥1.65b (up 31% from 1Q 2025). Profit margin: 8.1% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
New Risk • May 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥603, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 43% over the past three years.
공시 • Apr 15GMO internet, Inc. to Report Q1, 2026 Results on May 15, 2026GMO internet, Inc. announced that they will report Q1, 2026 results at 3:31 PM, Tokyo Standard Time on May 15, 2026
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥793, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 90% over the past three years.
Declared Dividend • Mar 20Fourth quarter dividend of JP¥4.65 announcedShareholders will receive a dividend of JP¥4.65. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
공시 • Feb 16+ 1 more updateGMO internet, Inc. Announces Commemorative Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 23, 2026GMO Internet, Inc. (the "Company") hereby announced that it has resolved, at a meeting of the Board of Directors held on February 16, 2026, to submit a proposal concerning the payment of dividends of surplus with a record date of December 31, 2025 (the end of the fiscal year ended December 31, 2025) to the Annual General Meeting of Shareholders for the fiscal year ended December 31, 2025, scheduled to be held on March 18, 2026. The details are described below. For the period, the company announced JPY 1.94 per share. Effective date is March 23, 2026.
New Risk • Feb 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 116% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (over 16x increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (116% cash payout ratio).
Reported Earnings • Feb 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥20.29 (up from JP¥0.25 loss in FY 2024). Revenue: JP¥78.5b (up JP¥65.6b from FY 2024). Net income: JP¥5.56b (up JP¥5.57b from FY 2024). Profit margin: 7.1% (up from 0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 12GMO internet, Inc., Annual General Meeting, Mar 18, 2026GMO internet, Inc., Annual General Meeting, Mar 18, 2026.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥893, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 107% over the past three years.
분석 기사 • Jan 16These 4 Measures Indicate That GMO internet (TSE:4784) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Dec 25Market Participants Recognise GMO internet, Inc.'s (TSE:4784) Revenues Pushing Shares 33% HigherGMO internet, Inc. ( TSE:4784 ) shareholders are no doubt pleased to see that the share price has bounced 33% in the...
Declared Dividend • Dec 23Third quarter dividend of JP¥3.58 announcedShareholders will receive a dividend of JP¥3.58. Ex-date: 29th December 2025 Payment date: 24th March 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥759, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 18x in the Media industry in Japan. Total returns to shareholders of 71% over the past three years.
공시 • Dec 03GMO internet, Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026GMO internet, Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: JP¥5.85 (vs JP¥2.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥5.85 (up from JP¥2.30 in 3Q 2024). Revenue: JP¥19.8b (up JP¥16.8b from 3Q 2024). Net income: JP¥1.60b (up JP¥1.57b from 3Q 2024). Profit margin: 8.1% (up from 1.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
분석 기사 • Nov 07GMO internet, Inc.'s (TSE:4784) Stock Retreats 25% But Revenues Haven't Escaped The Attention Of InvestorsUnfortunately for some shareholders, the GMO internet, Inc. ( TSE:4784 ) share price has dived 25% in the last thirty...
분석 기사 • Oct 28GMO internet (TSE:4784) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 • Sep 04GMO internet, Inc. (TSE:4784) Stocks Pounded By 25% But Not Lagging Industry On Growth Or PricingTo the annoyance of some shareholders, GMO internet, Inc. ( TSE:4784 ) shares are down a considerable 25% in the last...
공시 • Sep 01GMO internet, Inc. to Report Q3, 2025 Results on Nov 13, 2025GMO internet, Inc. announced that they will report Q3, 2025 results on Nov 13, 2025
분석 기사 • Aug 20Statutory Profit Doesn't Reflect How Good GMO internet's (TSE:4784) Earnings AreDespite announcing strong earnings, GMO internet, Inc.'s ( TSE:4784 ) stock was sluggish. Our analysis uncovered some...
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: JP¥4.18 (vs JP¥9.06 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.18 (up from JP¥9.06 loss in 2Q 2024). Revenue: JP¥19.4b (up JP¥16.3b from 2Q 2024). Net income: JP¥1.15b (up JP¥1.29b from 2Q 2024). Profit margin: 5.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 7.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 7.5% per year over the past 5 years. Shareholders have been substantially diluted in the past year (over 16x increase in shares outstanding).
분석 기사 • Jul 09With A 48% Price Drop For GMO internet, Inc. (TSE:4784) You'll Still Get What You Pay ForGMO internet, Inc. ( TSE:4784 ) shareholders won't be pleased to see that the share price has had a very rough month...
분석 기사 • Jul 08GMO internet (TSE:4784) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
분석 기사 • Jun 16Is GMO internet (TSE:4784) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • May 31GMO internet, Inc. to Report Q2, 2025 Results on Aug 08, 2025GMO internet, Inc. announced that they will report Q2, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 08, 2025
분석 기사 • May 25Investors Appear Satisfied With GMO internet, Inc.'s (TSE:4784) Prospects As Shares Rocket 28%Despite an already strong run, GMO internet, Inc. ( TSE:4784 ) shares have been powering on, with a gain of 28% in the...
Reported Earnings • May 18First quarter 2025 earnings released: EPS: JP¥4.61 (vs JP¥3.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.61 (up from JP¥3.78 in 1Q 2024). Revenue: JP¥19.1b (up 452% from 1Q 2024). Net income: JP¥1.26b (up JP¥1.20b from 1Q 2024). Profit margin: 6.6% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 46% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 169 percentage points per year, which is a significant difference in performance.
분석 기사 • Apr 07Revenues Tell The Story For GMO internet, Inc. (TSE:4784) As Its Stock Soars 44%Despite an already strong run, GMO internet, Inc. ( TSE:4784 ) shares have been powering on, with a gain of 44% in the...
New Risk • Mar 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 16x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (over 16x increase in shares outstanding).
Reported Earnings • Mar 27Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥0.25 loss per share (down from JP¥2.48 profit in FY 2023). Revenue: JP¥13.0b (down 13% from FY 2023). Net loss: JP¥4.00m (down 110% from profit in FY 2023). Profit margin: 0% (down from 0.3% in FY 2023). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 60% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.
공시 • Mar 18GMO internet, Inc. to Report Q1, 2025 Results on May 14, 2025GMO internet, Inc. announced that they will report Q1, 2025 results on May 14, 2025
분석 기사 • Feb 14GMO internet (TSE:4784) Could Be At Risk Of Shrinking As A CompanyWhat financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...
Reported Earnings • Feb 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥0.25 loss per share (down from JP¥2.48 profit in FY 2023). Revenue: JP¥13.0b (down 13% from FY 2023). Net loss: JP¥4.00m (down 110% from profit in FY 2023). Profit margin: 0% (down from 0.3% in FY 2023). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 59% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance.
공시 • Feb 12GMO internet, Inc., Annual General Meeting, Mar 19, 2025GMO internet, Inc., Annual General Meeting, Mar 19, 2025.
분석 기사 • Jan 09A Piece Of The Puzzle Missing From GMO internet, Inc.'s (TSE:4784) 31% Share Price ClimbGMO internet, Inc. ( TSE:4784 ) shares have continued their recent momentum with a 31% gain in the last month alone...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥6.90 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 24 March 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.3%).
공시 • Dec 06GMO AD Partners Inc. to Report Fiscal Year 2024 Results on Feb 05, 2025GMO AD Partners Inc. announced that they will report fiscal year 2024 results on Feb 05, 2025
분석 기사 • Nov 21GMO AD Partners Inc. (TSE:4784) Stock Rockets 28% But Many Are Still Ignoring The CompanyThe GMO AD Partners Inc. ( TSE:4784 ) share price has done very well over the last month, posting an excellent gain of...
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥2.30 (vs JP¥3.72 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.30 (up from JP¥3.72 loss in 3Q 2023). Revenue: JP¥3.08b (down 11% from 3Q 2023). Net income: JP¥37.0m (up JP¥97.0m from 3Q 2023). Profit margin: 1.2% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 76% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • Sep 27GMO AD Partners Inc. to Report Q3, 2024 Results on Nov 06, 2024GMO AD Partners Inc. announced that they will report Q3, 2024 results on Nov 06, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (JP¥7.51b market cap, or US$53.4m).
Reported Earnings • Aug 13Second quarter 2024 earnings released: JP¥9.06 loss per share (vs JP¥0.43 loss in 2Q 2023)Second quarter 2024 results: JP¥9.06 loss per share (further deteriorated from JP¥0.43 loss in 2Q 2023). Revenue: JP¥3.08b (down 21% from 2Q 2023). Net loss: JP¥146.0m (loss widened JP¥139.0m from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
분석 기사 • Aug 10Risks Still Elevated At These Prices As GMO AD Partners Inc. (TSE:4784) Shares Dive 33%GMO AD Partners Inc. ( TSE:4784 ) shares have retraced a considerable 33% in the last month, reversing a fair amount of...
분석 기사 • Jun 26GMO AD Partners Inc.'s (TSE:4784) 27% Price Boost Is Out Of Tune With RevenuesThe GMO AD Partners Inc. ( TSE:4784 ) share price has done very well over the last month, posting an excellent gain of...
New Risk • Jun 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% 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: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (JP¥6.88b market cap, or US$42.9m).
공시 • Jun 08GMO AD Partners Inc. to Report Q2, 2024 Results on Aug 06, 2024GMO AD Partners Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥3.78 (vs JP¥7.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.78 (down from JP¥7.02 in 1Q 2023). Revenue: JP¥3.45b (down 19% from 1Q 2023). Net income: JP¥61.0m (down 46% from 1Q 2023). Profit margin: 1.8% (down from 2.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: JP¥2.48 (vs JP¥24.93 in FY 2022)Full year 2023 results: EPS: JP¥2.48 (down from JP¥24.93 in FY 2022). Revenue: JP¥14.9b (down 10% from FY 2022). Net income: JP¥40.0m (down 90% from FY 2022). Profit margin: 0.3% (down from 2.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.
공시 • Feb 29GMO AD Partners Inc. to Report Q1, 2024 Results on May 08, 2024GMO AD Partners Inc. announced that they will report Q1, 2024 results on May 08, 2024
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: JP¥2.48 (vs JP¥24.93 in FY 2022)Full year 2023 results: EPS: JP¥2.48 (down from JP¥24.93 in FY 2022). Revenue: JP¥14.9b (down 10% from FY 2022). Net income: JP¥40.0m (down 90% from FY 2022). Profit margin: 0.3% (down from 2.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공시 • Feb 07GMO AD Partners Inc., Annual General Meeting, Mar 19, 2024GMO AD Partners Inc., Annual General Meeting, Mar 19, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥2.40 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 25 March 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).
공시 • Dec 05GMO AD Partners Inc. to Report Fiscal Year 2023 Results on Feb 05, 2024GMO AD Partners Inc. announced that they will report fiscal year 2023 results on Feb 05, 2024
New Risk • Nov 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.2% Last year net profit margin: 2.2% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 3.3% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥6.30b market cap, or US$41.9m).
Reported Earnings • Nov 07Third quarter 2023 earnings released: JP¥3.72 loss per share (vs JP¥7.68 profit in 3Q 2022)Third quarter 2023 results: JP¥3.72 loss per share (down from JP¥7.68 profit in 3Q 2022). Revenue: JP¥3.46b (down 18% from 3Q 2022). Net loss: JP¥60.0m (down 149% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공시 • Sep 29GMO AD Partners Inc. to Report Q3, 2023 Results on Nov 06, 2023GMO AD Partners Inc. announced that they will report Q3, 2023 results on Nov 06, 2023
New Risk • Aug 05New major risk - Revenue and earnings growthEarnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (96% payout ratio). Market cap is less than US$100m (JP¥6.77b market cap, or US$47.7m).
Reported Earnings • Aug 04Second quarter 2023 earnings released: JP¥0.43 loss per share (vs JP¥6.16 profit in 2Q 2022)Second quarter 2023 results: JP¥0.43 loss per share (down from JP¥6.16 profit in 2Q 2022). Revenue: JP¥3.88b (down 12% from 2Q 2022). Net loss: JP¥7.00m (down 107% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Jun 02GMO AD Partners Inc. to Report Q2, 2023 Results on Aug 03, 2023GMO AD Partners Inc. announced that they will report Q2, 2023 results on Aug 03, 2023
Reported Earnings • May 09First quarter 2023 earnings released: EPS: JP¥7.02 (vs JP¥12.44 in 1Q 2022)First quarter 2023 results: EPS: JP¥7.02 (down from JP¥12.44 in 1Q 2022). Revenue: JP¥4.27b (up 7.1% from 1Q 2022). Net income: JP¥113.0m (down 42% from 1Q 2022). Profit margin: 2.6% (down from 4.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.
Buying Opportunity • Apr 13Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 8.2%.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: JP¥24.93 (vs JP¥20.51 in FY 2021)Full year 2022 results: EPS: JP¥24.93 (up from JP¥20.51 in FY 2021). Revenue: JP¥16.6b (down 52% from FY 2021). Net income: JP¥395.0m (up 20% from FY 2021). Profit margin: 2.4% (up from 1.0% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Buying Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.8%. The fair value is estimated to be JP¥549, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 8.2%.
Buying Opportunity • Feb 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be JP¥550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 8.2%.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥24.93 (vs JP¥20.51 in FY 2021)Full year 2022 results: EPS: JP¥24.93 (up from JP¥20.51 in FY 2021). Revenue: JP¥16.6b (down 52% from FY 2021). Net income: JP¥395.0m (up 20% from FY 2021). Profit margin: 2.4% (up from 1.0% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
공시 • Feb 08GMO AD Partners Inc., Annual General Meeting, Mar 23, 2023GMO AD Partners Inc., Annual General Meeting, Mar 23, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 22 March 2023. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
공시 • Dec 06GMO AD Partners Inc. to Report Fiscal Year 2022 Results on Feb 06, 2023GMO AD Partners Inc. announced that they will report fiscal year 2022 results on Feb 06, 2023
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: JP¥7.68 (vs JP¥1.31 in 3Q 2021)Third quarter 2022 results: EPS: JP¥7.68 (up from JP¥1.31 in 3Q 2021). Revenue: JP¥4.24b (down 45% from 3Q 2021). Net income: JP¥122.0m (up 481% from 3Q 2021). Profit margin: 2.9% (up from 0.3% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
공시 • Sep 02GMO AD Partners Inc. to Report Q3, 2022 Results on Nov 07, 2022GMO AD Partners Inc. announced that they will report Q3, 2022 results on Nov 07, 2022
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥6.16 (vs JP¥5.85 in 2Q 2021)Second quarter 2022 results: EPS: JP¥6.16 (up from JP¥5.85 in 2Q 2021). Revenue: JP¥4.40b (down 47% from 2Q 2021). Net income: JP¥97.0m (up 3.2% from 2Q 2021). Profit margin: 2.2% (up from 1.1% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥483, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 26% over the past three years.
공시 • Jul 01GMO AD Partners Inc. to Report Q2, 2022 Results on Aug 04, 2022GMO AD Partners Inc. announced that they will report Q2, 2022 results on Aug 04, 2022
Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥12.44 (vs JP¥10.34 in 1Q 2021)First quarter 2022 results: EPS: JP¥12.44 (up from JP¥10.34 in 1Q 2021). Revenue: JP¥3.99b (down 59% from 1Q 2021). Net income: JP¥196.0m (up 18% from 1Q 2021). Profit margin: 4.9% (up from 1.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
공시 • Apr 08GMO AD Partners Inc. to Report Q1, 2022 Results on May 09, 2022GMO AD Partners Inc. announced that they will report Q1, 2022 results on May 09, 2022
공시 • Feb 09GMO AD Partners Inc., Annual General Meeting, Mar 19, 2022GMO AD Partners Inc., Annual General Meeting, Mar 19, 2022.
Reported Earnings • Feb 08Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥21.76 (up from JP¥16.20 in FY 2020). Revenue: JP¥34.5b (flat on FY 2020). Net income: JP¥348.0m (up 34% from FY 2020). Profit margin: 1.0% (up from 0.8% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.80 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 22 March 2022. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥1.31 (vs JP¥4.92 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.75b (down 8.6% from 3Q 2020). Net income: JP¥21.0m (down 73% from 3Q 2020). Profit margin: 0.3% (down from 0.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Sep 24GMO AD Partners Inc. (JASDAQ:4784) announces an Equity Buyback for 350,000 shares, representing 2.18% for ¥195.3 million.GMO AD Partners Inc. (JASDAQ:4784) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 2.18% of its issued share capital (excluding treasury stock), for a total purchase price of ¥195.3 million. The purpose of the program is to contribute to shareholder value. As of June 30, 2021, the company had 16,087,033 issued shares (excluding treasury stock) and 670,167 treasury shares.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS JP¥5.85 (vs JP¥3.61 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥8.32b (up 3.9% from 2Q 2020). Net income: JP¥94.0m (up 62% from 2Q 2020). Profit margin: 1.1% (up from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 08First quarter 2021 earnings released: EPS JP¥10.34 (vs JP¥16.20 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¥9.69b (up 6.0% from 1Q 2020). Net income: JP¥166.0m (down 36% from 1Q 2020). Profit margin: 1.7% (down from 2.8% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
분석 기사 • May 05Is GMO AD Partners Inc. (TYO:4784) A Smart Pick For Income Investors?Today we'll take a closer look at GMO AD Partners Inc. ( TYO:4784 ) from a dividend investor's perspective. Owning a...
분석 기사 • Mar 18What Do The Returns On Capital At GMO AD Partners (TYO:4784) Tell Us?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 • Feb 25Does GMO AD Partners' (TYO:4784) Share Price Gain of 58% Match Its Business Performance?It hasn't been the best quarter for GMO AD Partners Inc. ( TYO:4784 ) shareholders, since the share price has fallen...
Is New 90 Day High Low • Feb 24New 90-day low: JP¥557The company is down 19% from its price of JP¥690 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 11% over the same period.
공시 • Feb 10GMO AD Partners Inc., Annual General Meeting, Mar 21, 2021GMO AD Partners Inc., Annual General Meeting, Mar 21, 2021.
Reported Earnings • Feb 10Full year 2020 earnings released: EPS JP¥16.20 (vs JP¥14.88 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: JP¥34.5b (flat on FY 2019). Net income: JP¥260.0m (up 8.3% from FY 2019). Profit margin: 0.8% (up from 0.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
분석 기사 • Feb 04Three Things You Should Check Before Buying GMO AD Partners Inc. (TYO:4784) For Its DividendDividend paying stocks like GMO AD Partners Inc. ( TYO:4784 ) tend to be popular with investors, and for good reason...
분석 기사 • Jan 14Is Weakness In GMO AD Partners Inc. (TYO:4784) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?With its stock down 19% over the past three months, it is easy to disregard GMO AD Partners (TYO:4784). But if you pay...
분석 기사 • Dec 24Three Days Left To Buy GMO AD Partners Inc. (TYO:4784) Before The Ex-Dividend DateSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥12.80 Per ShareWill be paid on the 25th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.1% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%).
분석 기사 • Dec 15Should You Be Impressed By GMO AD Partners' (TYO:4784) Returns on Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
분석 기사 • Nov 24Should GMO AD Partners (TYO:4784) Be Disappointed With Their 77% Profit?Passive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥722, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 27.8x. This compares to an average P/E of 24x in the Media industry in Japan. Total returns to shareholders over the past three years are 59%.
