GMO AD Partners Inc. (JP:4784)
:4784
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GMO AD Partners Inc.
(4784)
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Rating:62Neutral
Price Target:
¥707.00
▼(-29.44% Downside)
Action:ReiteratedDate: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
Sharp 2025 revenue and margin improvement
The company delivered a material step-change in 2025 with strong top-line growth and sustainable operating margins. A larger, more profitable revenue base improves capacity to invest in product, sales and scale economics, increasing the durability of earnings over the medium term.
Negative Factors
Higher leverage than prior years
A step-up in leverage increases financial risk and reduces cushion against cyclical downturns. Higher debt levels constrain strategic flexibility, raise interest and covenant sensitivity, and lengthen recovery time if cash flow weakens, making balance-sheet monitoring essential.
Read all positive and negative factors
Positive Factors
Negative Factors
Sharp 2025 revenue and margin improvement
The company delivered a material step-change in 2025 with strong top-line growth and sustainable operating margins. A larger, more profitable revenue base improves capacity to invest in product, sales and scale economics, increasing the durability of earnings over the medium term.
Read all positive factors
GMO AD Partners Inc. (4784) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥183.35B
Dividend Yield1.76%
Average Volume (3M)1.14M
Price to Earnings (P/E)46.2
Beta (1Y)1.05
Revenue Growth377.76%
EPS GrowthN/A
CountryJP
Employees453
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)5.65
Shares Outstanding274,698,520
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)22.3
Revenue Forecast (FY)¥80.60B
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
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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 | 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
764.26
Negative
783.71
Negative
1152.48
Negative
Market Momentum
-21.08
Positive
41.38
Neutral
15.28
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 730.15, above the 50-day MA of 764.26, and below the 200-day MA of 1152.48, indicating a bearish trend. The MACD of -21.08 indicates Positive momentum. The RSI at 41.38 is Neutral, neither overbought nor oversold. The STOCH value of 15.28 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 | ¥87.92B | 29.14 | 6.41% | ― | 28.88% | 27.51% | |
65 Neutral | ¥9.96B | 13.23 | ― | 2.16% | 2.75% | 25.24% | |
62 Neutral | ¥183.35B | 46.19 | ― | 1.76% | 377.76% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
56 Neutral | ¥74.19B | 30.48 | ― | 0.18% | 25.88% | 80.30% | |
52 Neutral | ¥104.10B | 367.27 | ― | 0.14% | 36.42% | 28.23% | |
49 Neutral | ¥3.37B | -2.24 | ― | 1.17% | -21.76% | -5832.28% |
* Technology Sector Average
JP:4784
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GMO AD Partners Inc. Corporate Events
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...
GMO Internet Reshapes Leadership as Infrastructure Reorganization Advances
Feb 16, 2026
GMO Internet, Inc. has outlined changes to its top management as part of an ongoing reorganization of the GMO Internet Group’s infrastructure business, which was transferred to the company via an absorption-type split effective January 1, 20...
GMO Internet Sets 100% Payout Year-End Dividend and Launches Quarterly Dividend Policy
Feb 16, 2026
GMO Internet, Inc. has proposed a year-end dividend of 5.64 yen per share for the fiscal year ended December 31, 2025, consisting of an ordinary dividend of 3.70 yen and a commemorative dividend of 1.94 yen. The total payout will be 1,546 million ...
GMO Internet Plans Cut to Authorized Shares to Refine Capital Structure
Feb 16, 2026
GMO Internet’s board has approved a proposal to partially amend its Articles of Incorporation, seeking shareholder approval to revise the total number of authorized shares at the upcoming annual general meeting in March 2026. The change is a...
GMO Internet to Invest ¥3.2 Billion in Turing and Supply High-End GPU Cloud for Autonomous Driving AI
Feb 12, 2026
GMO Internet has signed a memorandum of understanding with autonomous driving startup Turing Inc. to form a strategic partnership in the GPU cloud sector, alongside a planned 3.2 billion yen equity investment. Under the deal, GMO will supply Turin...
GMO AD Partners Outlines 2025 Results and 2026 Growth Strategy
Feb 12, 2026
GMO AD Partners Inc., under the umbrella of GMO Internet Group, works in Japan’s digital and internet-related markets, with a focus likely centered on online advertising and associated services for corporate clients. Its operations are tied ...
GMO Internet Lifts 2025 Dividend Forecast and Adopts Aggressive Payout Policy
Feb 12, 2026
GMO Internet has revised its dividend forecast for the fiscal year ending December 31, 2025, raising the planned annual dividend per share to 20.26 yen from 18.20 yen. The new forecast incorporates a year-end dividend of 5.64 yen, following quarte...
GMO Internet Books Extraordinary Losses on Asian Subsidiaries in Portfolio Review
Feb 12, 2026
GMO Internet has recognized extraordinary losses in the fourth quarter of fiscal 2025 tied to three overseas subsidiaries in Mongolia, Thailand, and the Philippines acquired in March 2025. Following a strategic review of business positioning withi...
GMO Internet Profit Soars After Absorbing Parent’s Infrastructure Business
Feb 12, 2026
GMO Internet, Inc. reported a sharp divergence between its non-consolidated financial results for fiscal 2025 and the prior year, with net sales surging to ¥67,015 million and net profit swinging to ¥5,775 million from a ¥272 millio...
GMO Internet Posts Sharp 2025 Profit Rebound and Hikes Dividends
Feb 12, 2026
GMO Internet reported a dramatic rebound in fiscal 2025, with net sales surging more than fivefold to ¥78.5 billion and profit attributable to owners of the parent swinging to ¥5.6 billion from a slight loss a year earlier. Profitability...
GMO Internet Warns of Ongoing Non-Compliance With TSE Prime Free-Float Rules
Jan 21, 2026
GMO Internet, Inc. reported that as of the end of December 2025 it remains non-compliant with one of the Tokyo Stock Exchange Prime Market listing maintenance standards, specifically the minimum 35% ratio of tradable shares, despite now meeting th...
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.