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GMO Pepabo, Inc. (JP:3633)
:3633
Japanese Market
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GMO Pepabo, Inc. (3633) Price & Analysis

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3633 Stock Chart & Stats

¥2232.00
-¥46.00(-3.17%)
At close: 4:00 PM EST
¥2232.00
-¥46.00(-3.17%)

Bulls Say, Bears Say

Bulls Say
Profitability RecoveryProfitability rebounded materially after a 2023 loss, with operating and net margins around 8–8.5% in 2025 and stable gross margins (~53–58%). These sustained margin levels imply resilient unit economics for subscription platforms, supporting reinvestment, dividend capacity, and long‑term earnings stability if revenue holds.
Strong Cash GenerationOperating and free cash flow were solid in 2025 and free cash flow roughly matched net income (~0.94x), indicating high earnings quality. Durable cash generation from recurring subscription fees supports capital allocation flexibility—debt reduction, platform investment, or shareholder returns—if the company sustains these flows.
Improved Leverage And Balance SheetLeverage has materially improved, lowering financial risk and interest burden versus the 2022–2023 peak. A healthier balance sheet increases resilience to cyclical shocks, provides capacity for strategic investment or M&A, and reduces refinancing pressures—benefits that persist over multiple quarters if earnings remain stable.
Bears Say
Lack Of Top-line GrowthRevenue has been essentially flat for several years and edged down in 2025, signaling limited organic growth. For a subscription-based platform, stagnating top line constrains scalability of profits and leaves the firm dependent on cost control and share gains in a competitive SMB market, which may limit long-term value creation.
Cash-flow VolatilityDespite a strong 2025, historical swings—including negative operating and free cash flow in 2022—show working-capital and timing sensitivity. This variability can complicate capital planning, dividend reliability, and sustained deleveraging, making long-term financial commitments riskier during episodic downturns.
Concentrated SMB-focused ModelThe company’s core exposure to consumer and small-business hosting, e-commerce, and creator services narrows its TAM and increases exposure to intense price competition. Reliance on unspecified group synergies for growth is an execution dependency; limited diversification raises structural risk to sustained revenue expansion.

GMO Pepabo, Inc. News

3633 FAQ

What was GMO Pepabo, Inc.’s price range in the past 12 months?
GMO Pepabo, Inc. lowest stock price was ¥1556.00 and its highest was ¥2675.00 in the past 12 months.
    What is GMO Pepabo, Inc.’s market cap?
    GMO Pepabo, Inc.’s market cap is ¥9.15B.
      When is GMO Pepabo, Inc.’s upcoming earnings report date?
      GMO Pepabo, Inc.’s upcoming earnings report date is Aug 13, 2026 which is in 6 days.
        How were GMO Pepabo, Inc.’s earnings last quarter?
        GMO Pepabo, Inc. released its earnings results on May 14, 2026. The company reported ¥36.52 earnings per share for the quarter, beating the consensus estimate of N/A by ¥36.52.
          Is GMO Pepabo, Inc. overvalued?
          According to Wall Street analysts GMO Pepabo, Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does GMO Pepabo, Inc. pay dividends?
            GMO Pepabo, Inc. pays a Notavailable dividend of ¥93 which represents an annual dividend yield of 3.87%. See more information on GMO Pepabo, Inc. dividends here
              What is GMO Pepabo, Inc.’s EPS estimate?
              GMO Pepabo, Inc.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does GMO Pepabo, Inc. have?
              GMO Pepabo, Inc. has 5,468,700 shares outstanding.
                What happened to GMO Pepabo, Inc.’s price movement after its last earnings report?
                GMO Pepabo, Inc. reported an EPS of ¥36.52 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -1.555%.
                  Which hedge fund is a major shareholder of GMO Pepabo, Inc.?
                  Currently, no hedge funds are holding shares in JP:3633
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    GMO Pepabo, Inc.

                    GMO Pepabo, Inc. delivers a variety of internet-based services tailored for individual consumers across Japan. The firm organizes its activities into four core divisions. Its Hosting segment supplies foundational services, including domain registration and web hosting for personal use. In its Ecommerce Support segment, GMO Pepabo provides robust platform solutions designed for online sales operations. The Customer-to-Customer (C2C) division runs an online marketplace specializing in handcrafted items. Furthermore, the Community segment promotes user communication through its blogging services. Founded in 2003, the company initially operated as Paperboy&Co., Inc. before adopting its current name, GMO Pepabo, Inc., in March 2014. The Tokyo, Japan-based entity functions as a subsidiary of GMO Internet, Inc.

                    GMO Pepabo, Inc. (3633) Earnings & Revenues

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