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GMO AD Partners Inc.
(4784)
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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-change revenue and margin improvement
A large, durable step-up in revenue (+74.7% in 2025) alongside improved EBIT and net margins indicates stronger product-market fit and scale economics. If these operating improvements persist, they underpin sustainable earnings power and capacity to fund growth, dividends or deleveraging.
Negative Factors
Historic earnings volatility
Volatile historical results and a near-breakeven net income in 2024 reduce confidence that 2025's strong performance is durable. This instability increases execution risk: a rollback in growth or margin could quickly erode cash flow and the recent earnings improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
Step-change revenue and margin improvement
A large, durable step-up in revenue (+74.7% in 2025) alongside improved EBIT and net margins indicates stronger product-market fit and scale economics. If these operating improvements persist, they underpin sustainable earnings power and capacity to fund growth, dividends or deleveraging.
Read all positive factors
GMO AD Partners Inc. (4784) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥170.38B
Dividend Yield3.91%
Average Volume (3M)1.14M
Price to Earnings (P/E)25.8
Beta (1Y)0.56
Revenue Growth178.95%
EPS Growth4567.63%
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
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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
Negative
1002.00
Price Trends
494.73
Positive
582.15
Negative
695.62
Negative
Market Momentum
13.11
Negative
51.49
Neutral
56.46
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4784, the sentiment is Negative. The current price of 1002 is above the 20-day moving average (MA) of 532.40, above the 50-day MA of 494.73, and above the 200-day MA of 695.62, indicating a neutral trend. The MACD of 13.11 indicates Negative momentum. The RSI at 51.49 is Neutral, neither overbought nor oversold. The STOCH value of 56.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 | ¥87.64B | 35.80 | 6.90% | ― | 61.41% | -14.56% | |
71 Outperform | ¥9.15B | 10.78 | ― | 2.16% | -1.76% | 25.65% | |
70 Outperform | ¥170.38B | 25.81 | ― | 1.76% | 178.95% | 4567.63% | |
66 Neutral | ¥97.93B | 37.43 | ― | 0.18% | 29.01% | -10.58% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
53 Neutral | ¥3.33B | -1.92 | ― | 1.17% | -7.26% | -128.69% | |
53 Neutral | ¥122.93B | 88.16 | ― | 0.14% | 18.12% | -45.73% |
* Technology Sector Average
JP:4784
GMO AD Partners Inc.
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GMO AD Partners Inc. Corporate Events
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.