GMO AD Partners Inc. (JP:4784)
:4784
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GMO AD Partners Inc.
(4784)
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Rating:62Neutral
Price Target:
¥510.00
▼(-49.10% Downside)
Action:Reiterated
Date:03/24/26
The score is supported primarily by markedly improved 2025 financial performance and strong cash generation. It is held back by bearish technical conditions (price below key moving averages and negative MACD) and a demanding valuation (high P/E) despite a moderate dividend yield.
Positive Factors
Revenue and profitability improvement
A pronounced step-change in 2025 revenue and margins indicates the company can scale its digital-ad offerings and convert higher sales into operating profit. Sustained revenue growth with mid-single-digit operating margins supports reinvestment, client retention, and longer-term earnings power if execution continues.
Negative Factors
Rising leverage versus prior years
The step-up to a debt-to-equity of ~0.64 increases financial risk relative to earlier no‑debt years, raising interest and refinancing sensitivity. Higher leverage can constrain strategic flexibility, magnify earnings volatility in downturns and increase the importance of consistent cash generation to service obligations.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and profitability improvement
A pronounced step-change in 2025 revenue and margins indicates the company can scale its digital-ad offerings and convert higher sales into operating profit. Sustained revenue growth with mid-single-digit operating margins supports reinvestment, client retention, and longer-term earnings power if execution continues.
Read all positive factors
GMO AD Partners Inc. (4784) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥146.34B
Dividend Yield1.76%
Average Volume (3M)1.14M
Price to Earnings (P/E)22.2
Beta (1Y)1.09
Revenue Growth178.95%
EPS Growth4567.63%
CountryJP
Employees453
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)13.81
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. 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...
How the Company Makes Money
GMO AD Partners Inc. generates revenue by offering digital advertising services, primarily through programmatic advertising platforms that utilize real-time bidding technology for targeted ad placements. The company also earns income from consulti...
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 | 44.97B | 78.55B | 13.00B | 14.90B | 16.63B | 34.52B |
| Gross Profit | 15.68B | 25.97B | 5.97B | 6.33B | 7.20B | 6.16B |
| EBITDA | 3.30B | 13.17B | 273.00M | 331.00M | 855.00M | 699.00M |
| Net Income | 2.49B | 5.56B | -4.00M | 40.00M | 395.00M | 328.00M |
Balance Sheet | ||||||
| Total Assets | 49.37B | 51.53B | 10.36B | 10.85B | 12.42B | 11.63B |
| Cash, Cash Equivalents and Short-Term Investments | 10.86B | 13.89B | 4.92B | 5.04B | 6.20B | 5.57B |
| Total Debt | 8.17B | 8.87B | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 36.01B | 37.46B | 5.11B | 5.61B | 6.99B | 6.43B |
| Stockholders Equity | 13.28B | 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
646.27
Negative
711.25
Negative
866.60
Negative
Market Momentum
-48.66
Positive
26.77
Positive
4.18
Positive
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 566.45, above the 50-day MA of 646.27, and above the 200-day MA of 866.60, indicating a bearish trend. The MACD of -48.66 indicates Positive momentum. The RSI at 26.77 is Positive, neither overbought nor oversold. The STOCH value of 4.18 is Positive, 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 |
|---|---|---|---|---|---|---|---|
68 Neutral | ¥90.19B | 36.83 | 6.41% | ― | 61.41% | -14.56% | |
66 Neutral | ¥96.26B | 36.85 | ― | 0.18% | 29.01% | -10.58% | |
65 Neutral | ¥8.96B | 10.53 | ― | 2.16% | -1.76% | 25.65% | |
62 Neutral | ¥146.34B | 22.16 | ― | 1.76% | 178.95% | 4567.63% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
53 Neutral | ¥3.78B | -2.14 | ― | 1.17% | -7.26% | -128.69% | |
45 Neutral | ¥115.06B | 533.12 | ― | 0.14% | 12.38% | -92.66% |
* Technology Sector Average
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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...
GMO Internet Sets Terms for ¥21.3bn Share Issue and Large Secondary Offering
Apr 20, 2026
GMO Internet, Inc. has set the issue price for a new public share offering at JPY 710 per share, raising JPY 21.3 billion in gross proceeds, with JPY 20.38 billion in paid-in capital to be split evenly between capital and capital reserves. The pay...
GMO Internet to Invest 6.9 Billion Yen in NVIDIA GPU Servers for Cloud Expansion
Apr 10, 2026
GMO Internet, Inc. will significantly expand its GPU infrastructure by acquiring up to 42 NVIDIA B300 GPU servers at a planned cost of 6.9 billion yen, including ancillary equipment, to meet rising demand for its GMO GPU Cloud service. The servers...
GMO Internet to Issue New Shares and Expand GPU Cloud Amid TSE Prime Compliance Push
Apr 10, 2026
GMO Internet, Inc. has approved a major issuance of 30 million new shares and a secondary offering to fund aggressive expansion of its GMO GPU Cloud service and strengthen its capital structure. Proceeds will be used for new GPU server investments...
GMO AD Partners Details Governance Ties to Controlling Shareholder GMO Internet Group
Mar 27, 2026
GMO AD Partners Inc., a key subsidiary in the GMO Internet Group, is positioned as the core operator for the group’s Internet Infrastructure and Online Advertising and Media businesses. The parent group, GMO Internet Group, Inc., listed on t...
GMO Internet to Exit Loss-Making Thai Digital Asset Business
Mar 18, 2026
GMO Internet has decided to withdraw from the digital asset business in Thailand conducted through its consolidated subsidiary GMO-Z.com Cryptonomics (Thailand), reflecting a strategic review of its group portfolio and the challenging environment ...
GMO Internet Invests ¥3.2 Billion in Turing for Strategic GPU Cloud Alliance
Mar 18, 2026
GMO Internet has formalized a capital and business alliance with autonomous driving startup Turing Inc., signing a strategic partnership and share subscription agreement that includes a 3.2 billion yen investment. Under the deal, GMO will supply T...
GMO Internet outlines plan to restore TSE Prime Market free-float compliance by 2026
Mar 9, 2026
GMO Internet has been deemed non-compliant with the Tokyo Stock Exchange Prime Market’s listing maintenance standards due to its low 7.7% ratio of tradable shares, far below the 35% threshold, and will spend an improvement period through the...
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.