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GMO internet group, Inc.TSE:9449 Stok Raporu

Piyasa Değeri JP¥301.1b
Hisse Fiyatı
JP¥3.05k
JP¥5k
39.1% değerinin altında içsel indirim
1Y-10.0%
7D-3.4%
Portföy Değeri
Görünüm

GMO internet group, Inc.

TSE:9449 Stok Raporu

Piyasa değeri: JP¥301.1b

GMO internet group (9449) Hisse Özeti

GMO internet group, Inc. dünya çapında çeşitli internet hizmetleri sunmaktadır. Daha fazla detay

9449 Community Fair Values

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Software opportunity

GMO internet group, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti GMO internet group
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıJP¥3,045.00
52 Haftanın En Yüksek SeviyesiJP¥4,118.00
52 Haftanın En Düşük SeviyesiJP¥2,731.50
Beta0.46
1 Aylık Değişim1.58%
3 Aylık Değişim-19.85%
1 Yıllık Değişim-10.02%
3 Yıllık Değişim13.24%
5 Yıllık Değişim-1.77%
Halka arzdan bu yana değişim28.21%

Son Haberler & Güncellemeler

9449: AI Alliance And GPU Cloud Investment Will Drive Upside-Skewed Outlook

Analysts kept their fair value estimate for GMO Internet Group steady at ¥4,122, citing unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for leaving price targets aligned with prior views. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc.

9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook

Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).

9449: Share Repurchases And AI Fintech Expansion Will Support Future Returns

Analysts have maintained their ¥5,000 price target for GMO Internet Group, citing slightly revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as the main factors behind the updated view. What's in the News Board meeting on March 19, 2026, to consider continuation of the policy toward large scale purchases of the company’s shares, described as takeover defense measures (Board Meeting).

Recent updates

9449: AI Alliance And GPU Cloud Investment Will Drive Upside-Skewed Outlook

Analysts kept their fair value estimate for GMO Internet Group steady at ¥4,122, citing unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for leaving price targets aligned with prior views. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc.

9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook

Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).

9449: Share Repurchases And AI Fintech Expansion Will Support Future Returns

Analysts have maintained their ¥5,000 price target for GMO Internet Group, citing slightly revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as the main factors behind the updated view. What's in the News Board meeting on March 19, 2026, to consider continuation of the policy toward large scale purchases of the company’s shares, described as takeover defense measures (Board Meeting).

9449: Buybacks And AI Alliances Will Shape A More Upside-Skewed Outlook

Analysts have kept their average price target for GMO Internet Group unchanged at ¥4,062.50. They cite slightly higher modeled revenue growth of 8.75%, a marginally stronger profit margin of 7.84%, and a modestly higher future P/E assumption of 18.51x in their updated forecasts.

9449: Share Repurchases And New AI Authorizations Will Support Future Shareholder Returns

Analysts have maintained their fair value estimate for GMO Internet Group at ¥5,000. Only minor adjustments have been made to assumptions on revenue growth, profit margins, and the future P/E used to support the unchanged price target.

9449: Share Repurchases And AI Expansion Will Support Stronger Shareholder Returns

Analysts have kept their ¥5,000 price target on GMO Internet Group steady, citing a slightly lower discount rate, a modestly softer revenue growth outlook, and a small improvement in expected profit margin and future P/E assumptions as reasons for only fine tuning their models rather than changing the headline target. What's in the News The board approved a proposal to amend the Articles of Incorporation, aiming to expand and reinforce operations in AI, robotics and cybersecurity, and to add new purposes related to insurance and small-amount and short-term insurance businesses, subject to approval at the FY2025 AGM on March 19, 2026 (Changes in Company Bylaws/Rules, Feb 16, 2026).

9449: Buybacks And Alliance Plans Will Guide A Measured Outlook

Analysts have kept their fair value estimate for GMO Internet Group unchanged at ¥4,062.50 while modestly adjusting inputs such as the discount rate and assumed future P/E. This reflects updated views on the stock's risk profile rather than a shift in their headline price target.

9449: Share Buybacks And Alliance Plans Will Shape A Balanced Outlook

Analysts have lifted their fair value estimate for GMO Internet Group from ¥3,670 to ¥4,062.50, citing adjustments to the discount rate, revenue growth, profit margin assumptions and a higher future P/E as the main drivers of this change. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million.

9449: Share Repurchases And Alliance Moves Will Support Stronger Shareholder Returns

Analysts have lifted their price target on GMO Internet Group to ¥5,000, citing updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million, with the program running through February 12, 2026 (Key Developments).

9449: Share Buybacks And Higher Margins Will Drive Stronger Shareholder Returns

Analysts have raised their fair value estimate for GMO Internet Group from ¥4,500 to ¥5,000, citing a modest uplift in expected profit margins and a slightly higher justified future earnings multiple, despite largely unchanged growth assumptions and discount rate. What's in the News The Board of Directors authorized a new share buyback plan on November 25, 2025, signaling ongoing commitment to shareholder returns (Key Developments).

GMO internet group, Inc. (TSE:9449) Shares Could Be 45% Below Their Intrinsic Value Estimate

Nov 03
GMO internet group, Inc. (TSE:9449) Shares Could Be 45% Below Their Intrinsic Value Estimate

Market Participants Recognise GMO internet group, Inc.'s (TSE:9449) Earnings

Oct 16
Market Participants Recognise GMO internet group, Inc.'s (TSE:9449) Earnings

Is There An Opportunity With GMO internet group, Inc.'s (TSE:9449) 40% Undervaluation?

Aug 05
Is There An Opportunity With GMO internet group, Inc.'s (TSE:9449) 40% Undervaluation?

Is GMO internet group (TSE:9449) A Risky Investment?

Jul 10
Is GMO internet group (TSE:9449) A Risky Investment?

GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00

Jun 19
GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00

Why Investors Shouldn't Be Surprised By GMO internet group, Inc.'s (TSE:9449) 25% Share Price Surge

May 07
Why Investors Shouldn't Be Surprised By GMO internet group, Inc.'s (TSE:9449) 25% Share Price Surge

GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00

Mar 20
GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00

GMO internet group's (TSE:9449) Dividend Will Be ¥14.00

Mar 06
GMO internet group's (TSE:9449) Dividend Will Be ¥14.00
User avatar

Launch Of Net Security Project Will Address Global Cybersecurity Needs

The transition to a holding structure and security project launch can drive revenue growth by enhancing operational efficiency and creating new revenue streams.

GMO internet group (TSE:9449) Has Announced A Dividend Of ¥12.30

Dec 18
GMO internet group (TSE:9449) Has Announced A Dividend Of ¥12.30

Investors Interested In GMO internet group, Inc.'s (TSE:9449) Earnings

Nov 08
Investors Interested In GMO internet group, Inc.'s (TSE:9449) Earnings

It's Down 26% But GMO internet group, Inc. (TSE:9449) Could Be Riskier Than It Looks

Aug 06
It's Down 26% But GMO internet group, Inc. (TSE:9449) Could Be Riskier Than It Looks

Is GMO internet group (TSE:9449) A Risky Investment?

Jun 27
Is GMO internet group (TSE:9449) A Risky Investment?

With GMO internet group, Inc. (TSE:9449) It Looks Like You'll Get What You Pay For

Apr 19
With GMO internet group, Inc. (TSE:9449) It Looks Like You'll Get What You Pay For

GMO internet group (TSE:9449) Takes On Some Risk With Its Use Of Debt

Feb 29
GMO internet group (TSE:9449) Takes On Some Risk With Its Use Of Debt

Hissedar Getirileri

9449JP ITJP Pazar
7D-3.4%-9.9%0.3%
1Y-10.0%-5.1%37.6%

Getiri vs. Endüstri: 9449 geçen yıl % -5.1 oranında getiri sağlayan JP IT sektörünün gerisinde kaldı.

Getiri vs Piyasa: 9449 geçen yıl % 37.6 oranında getiri sağlayan JP Piyasasının altında performans gösterdi.

Fiyat Oynaklığı

Is 9449's price volatile compared to industry and market?
9449 volatility
9449 Average Weekly Movement6.6%
IT Industry Average Movement5.3%
Market Average Movement4.8%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.4%

İstikrarlı Hisse Senedi Fiyatı: 9449 son 3 ayda JP piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: 9449 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
19766,484Masatoshi Kumagaigroup.gmo

GMO internet group, Inc. dünya çapında çeşitli internet hizmetleri sunmaktadır. Şirket, alan adı, barındırma, bulut, güvenlik, ödemeler, e-ticaret desteği, web sitesi üretim desteği, WiFi sağlayıcıları, müşteri desteği, elektronik mühürler, çevrimiçi alışveriş ve diğer alanlarda İnternet altyapı hizmetleri sunmaktadır. Ayrıca medya hizmetleri, araştırma, kuponlar, web pazarlama ve reklam teknolojisi hizmetleri gibi çevrimiçi reklamcılık ve medya hizmetleri ve internet menkul kıymetleri ve FX ve internet bankacılığı hizmetleri dahil olmak üzere internet finansal hizmetleri sunmaktadır.

GMO internet group, Inc. Temel Bilgiler Özeti

GMO internet group'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
9449 temel i̇stati̇sti̇kler
Piyasa değeriJP¥301.13b
Kazançlar(TTM)JP¥16.75b
Gelir(TTM)JP¥285.38b
18.0x
F/K Oranı
1.1x
P/S Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
9449 gelir tablosu (TTM)
GelirJP¥285.38b
Gelir MaliyetiJP¥114.21b
Brüt KârJP¥171.17b
Diğer GiderlerJP¥154.42b
KazançlarJP¥16.75b

Son Raporlanan Kazançlar

Dec 31, 2025

Sonraki Kazanç Tarihi

May 15, 2026

Hisse başına kazanç (EPS)169.36
Brüt Marj59.98%
Net Kâr Marjı5.87%
Borç/Özkaynak Oranı250.6%

9449 uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

1.7%
Mevcut Temettü Verimi
32%
Ödeme Oranı

9449 güvenilir bir temettü ödüyor mu?

9449 temettü geçmişine ve kıyaslamalara bakın
Yaklaşan bir temettüyü almak için ne zaman 9449 satın almanız gerekir?
GMO internet group temettü tari̇hleri̇
Eski Temettü TarihiMar 30 2026
Temettü Ödeme TarihiJun 18 2026
Eski temettüye kadar geçen günler35 days
Temettü ödeme tarihine kadar geçen günler45 days

9449 güvenilir bir temettü ödüyor mu?

9449 temettü geçmişine ve kıyaslamalara bakın

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 07:21
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

GMO internet group, Inc. 17 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
null nullCLSA