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GMO AD Partners Inc. (JP:4784)
:4784
Japanese Market
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GMO AD Partners Inc. (4784) Price & Analysis

3 Followers

4784 Stock Chart & Stats

¥1002.00
-¥32.00(-3.55%)
At close: 4:00 PM EST
¥1002.00
-¥32.00(-3.55%)

Bulls Say, Bears Say

Bulls Say
Step-change 2025 Revenue And Margin ImprovementA sharp revenue rebound with material operating and net margin gains in 2025 indicates the business regained scale and pricing leverage. Durable implications: stronger unit economics and reinvestment capacity support sustained product development, sales expansion, and competitive positioning over the next 2–6 months.
Robust Free Cash Flow GenerationHigh operating and free cash flow in 2025, with FCF nearly matching net income, signals real cash generation ability. This durable cash profile supports capital allocation: funding organic growth, paying dividends, and reducing reliance on external financing, improving financial flexibility over coming quarters.
High Returns On Equity Reflecting Earnings PowerA ~40% ROE indicates efficient capital use and strong profitability core to the ad business. Persistently high ROE implies competitive advantages in targeting or operations that convert revenue into shareholder returns, supporting sustainable internal funding for growth and strategic initiatives.
Bears Say
Notable Rise In Leverage From Prior No-debt YearsThe shift from no reported debt to a moderate debt load raises the company's financial risk profile. Over a multi-month horizon this reduces flexibility for cyclical downturns in ad spending, increases interest obligations, and could constrain opportunistic investment or M&A absent stronger, sustained cash generation.
Historic Earnings And Cash-flow VolatilityPrior volatility—including negative operating/free cash flow in 2023 and near-breakeven 2024—signals that 2025's improvement may not be fully structural. For investors this raises execution risk: durable growth depends on consistent ad demand and client retention, which have proven uneven historically.
Low Operating Cash Flow Conversion Vs RevenueA low operating cash coverage ratio suggests working-capital timing or collection issues despite high headline FCF. Persisting weak cash conversion can limit the company's ability to self-fund expansion and heighten reliance on debt or equity, increasing vulnerability if revenue growth ebbs.

GMO AD Partners Inc. News

4784 FAQ

What was GMO AD Partners Inc.’s price range in the past 12 months?
GMO AD Partners Inc. lowest stock price was ¥616.00 and its highest was ¥3675.00 in the past 12 months.
    What is GMO AD Partners Inc.’s market cap?
    GMO AD Partners Inc.’s market cap is ¥192.39B.
      When is GMO AD Partners Inc.’s upcoming earnings report date?
      GMO AD Partners Inc.’s upcoming earnings report date is May 15, 2026 which is in 20 days.
        How were GMO AD Partners Inc.’s earnings last quarter?
        GMO AD Partners Inc. released its earnings results on Feb 12, 2026. The company reported ¥5.65 earnings per share for the quarter, beating the consensus estimate of N/A by ¥5.65.
          Is GMO AD Partners Inc. overvalued?
          According to Wall Street analysts GMO AD Partners Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does GMO AD Partners Inc. pay dividends?
            GMO AD Partners Inc. pays a Notavailable dividend of ¥3.58 which represents an annual dividend yield of 1.76%. See more information on GMO AD Partners Inc. dividends here
              What is GMO AD Partners Inc.’s EPS estimate?
              GMO AD Partners Inc.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does GMO AD Partners Inc. have?
              GMO AD Partners Inc. has 274,698,520 shares outstanding.
                What happened to GMO AD Partners Inc.’s price movement after its last earnings report?
                GMO AD Partners Inc. reported an EPS of ¥5.65 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 11.765%.
                  Which hedge fund is a major shareholder of GMO AD Partners Inc.?
                  Currently, no hedge funds are holding shares in JP:4784
                  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 AD Partners Inc.

                    GMO internet, Inc. engages in internet infrastructure business in Japan. The company offers cloud /hosting and domain registration services. It is also involved in online advertisement, data technology, and agency related business. The company was formerly known as GMO AD Partners Inc. and changed its name to GMO internet, Inc. in January 2025. GMO internet, Inc. was incorporated in 1999 and is based in Tokyo, Japan.

                    GMO AD Partners Inc. (4784) Earnings & Revenues

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