Want to see JP:4784 full AI Analyst Report?
Top Page
GMO AD Partners Inc.
(4784)
Select Model
Select Model
Rating:70Outperform
Price Target:
¥634.00
▼(-36.73% Downside)
Action:Upgraded
Date:08/04/26
The score is primarily supported by the strong 2025 financial step-change in growth, profitability, and free cash flow, partially offset by prior-year volatility and higher leverage. Technicals add a moderate tailwind with improving short-term momentum, while valuation is a constraint due to a ~25.8 P/E despite a ~3.9% dividend yield.
Positive Factors
Step-up Revenue Growth
The 74.7% revenue jump in 2025 represents a material scale inflection and stronger product-market fit. A larger revenue base improves operating leverage potential, supports repeatable margins and provides a structural platform for continued investment in market expansion if the company sustains execution.
Negative Factors
Earnings Volatility
Historic earnings swung from weak or near-breakeven to a 2025 step-up, indicating an inconsistent performance pattern. This volatility reduces confidence in the sustainability of 2025 results, complicates forecasting and capital planning, and raises execution risk if growth drivers prove cyclical or one-off.
Read all positive and negative factors
Positive Factors
Negative Factors
Step-up Revenue Growth
The 74.7% revenue jump in 2025 represents a material scale inflection and stronger product-market fit. A larger revenue base improves operating leverage potential, supports repeatable margins and provides a structural platform for continued investment in market expansion if the company sustains execution.
Read all positive factors
GMO AD Partners Inc. (4784) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥173.12B
Dividend Yield3.84%
Average Volume (3M)1.14M
Price to Earnings (P/E)26.2
Beta (1Y)0.36
Revenue Growth80.85%
EPS Growth61.80%
CountryJP
Employees1,826
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)21.70
Shares Outstanding304,698,520
10 Day Avg. Volume1,443,000
30 Day Avg. Volume1,143,720
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)18.49
Price to Sales (P/S)3.27
P/FCF Ratio20.18
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)21.6
Revenue Forecast (FY)¥79.60B
GMO AD Partners Inc. Business Overview & Revenue Model
Company Description
GMO internet, Inc. operates primarily in Japan's internet infrastructure sector, delivering core services including cloud computing, hosting solutions, and domain name registration. The company's operations also extend to online advertising, data ...
How the Company Makes Money
null...
GMO AD Partners Inc. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
70
Positive
Cash Flow
73
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 79.85B | 78.55B | 13.00B | 14.90B | 16.63B | 34.52B |
| Gross Profit | 26.48B | 25.97B | 5.97B | 6.33B | 7.20B | 6.16B |
| EBITDA | 10.32B | 13.17B | 273.00M | 331.00M | 855.00M | 699.00M |
| Net Income | 5.95B | 5.56B | -4.00M | 40.00M | 395.00M | 328.00M |
Balance Sheet | ||||||
| Total Assets | 56.85B | 51.53B | 10.36B | 10.85B | 12.42B | 11.63B |
| Cash, Cash Equivalents and Short-Term Investments | 14.97B | 13.89B | 4.92B | 5.04B | 6.20B | 5.57B |
| Total Debt | 18.60B | 8.87B | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 42.73B | 37.46B | 5.11B | 5.61B | 6.99B | 6.43B |
| Stockholders Equity | 13.88B | 13.89B | 5.20B | 5.21B | 5.40B | 5.17B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 12.73B | 21.01M | -789.82M | 897.38M | 230.69M |
| Operating Cash Flow | 0.00 | 13.71B | 30.46M | -768.47M | 910.77M | 257.92M |
| Investing Cash Flow | 0.00 | -749.00M | -168.18M | -212.36M | -226.78M | -268.54M |
| Financing Cash Flow | 0.00 | -6.33B | -22.82M | -177.09M | -55.58M | -285.80M |
GMO AD Partners Inc. Technical Analysis
Neutral
1002.00
Price Trends
499.62
Positive
573.83
Negative
683.78
Negative
Market Momentum
13.32
Negative
60.52
Neutral
71.52
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4784, the sentiment is Neutral. The current price of 1002 is above the 20-day moving average (MA) of 538.45, above the 50-day MA of 499.62, and above the 200-day MA of 683.78, indicating a neutral trend. The MACD of 13.32 indicates Negative momentum. The RSI at 60.52 is Neutral, neither overbought nor oversold. The STOCH value of 71.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:4784.
GMO AD Partners Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥99.68B | 40.72 | 6.90% | ― | 73.78% | -16.12% | |
71 Outperform | ¥11.64B | 13.71 | ― | 2.16% | -3.72% | 138.33% | |
70 Outperform | ¥173.12B | 26.22 | ― | 1.76% | 80.85% | 61.80% | |
66 Neutral | ¥116.32B | 34.32 | ― | 0.18% | 28.35% | 8.72% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
53 Neutral | ¥3.34B | -1.99 | ― | 1.17% | 3.59% | -65.47% | |
53 Neutral | ¥154.72B | 110.95 | ― | 0.14% | 18.12% | -45.73% |
* Technology Sector Average
JP:4784
GMO AD Partners Inc.
569.00
-885.41
-60.88%
JP:3993
PKSHA Technology
3,170.00
-485.00
-13.27%
JP:3633
GMO Pepabo, Inc.
2,200.00
641.81
41.19%
JP:3680
Hotto Link, Inc.
213.00
-77.01
-26.56%
JP:3778
SAKURA Internet Inc.
3,870.00
825.82
27.13%
JP:4180
Appier Group, Inc.
1,132.00
-397.89
-26.01%
GMO AD Partners Inc. Corporate Events
GMO Internet to Invest 10.1 Billion Yen in NVIDIA GPU Servers for Cloud Expansion
Aug 10, 2026
GMO Internet, Inc. has approved a major investment to expand its GPU-based cloud computing capacity, resolving to acquire up to 64 NVIDIA B300 GPU servers and related equipment at an estimated cost of 10.1 billion yen. The purchase will be made se...
GMO AD Partners Flags Q1 2026 Results and Strategy Priorities
May 15, 2026
GMO AD Partners Inc., under the umbrella of GMO Internet, disclosed headline information tied to its financial results for the first quarter of the fiscal year ending December 31, 2026. The release outlines a high-level view of Q1 2026 performance...
GMO Internet Sets 100% Payout First-Quarter Dividend and Extends Commemorative Policy
May 15, 2026
GMO Internet, Inc. has approved a first-quarter dividend of 6.02 yen per share for the fiscal year ending December 31, 2026, with a record date of March 31, 2025 and an effective payment date of June 22, 2025. The payout totals 1.65 billion yen an...
GMO Internet Lifts Q1 FY2026 Profit and Confirms Growth Outlook
May 15, 2026
GMO Internet reported first-quarter fiscal 2026 consolidated net sales of ¥20.4 billion, up 6.8% year on year, with operating profit surging 49.5% to ¥2.44 billion and profit attributable to owners of the parent rising 30.7% to ¥1.6...
GMO Internet Regains Full TSE Prime Compliance via Share Offering and GPU Cloud Push
May 14, 2026
GMO Internet, Inc., a Japan-based internet services and infrastructure company listed on the TSE Prime Market, is broadening its business portfolio with investment in a new GPU cloud business. The group is also targeting a wider shareholder base a...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.