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GMO AD Partners Inc.
(4784)
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Rating:70Outperform
Price Target:
¥663.00
▼(-33.83% Downside)
Action:Reiterated
Date:08/19/26
The score is led by improved 2025 financial performance (strong growth, margins, and free cash flow), tempered by prior-year volatility and higher leverage. Technicals are moderately positive in the near term but still below the 200-day average, and valuation is somewhat demanding despite a supportive dividend yield.
Positive Factors
Revenue growth and profitability
The sharp 2025 expansion combined with positive operating and net margins indicates stronger commercial scale and earnings power. If the company sustains customer demand and cost discipline, this can support durable improvements in profitability over the next several quarters.
Negative Factors
Earnings durability remains unproven
The 2025 step-change is encouraging, but the recent history of weak and uneven results makes it difficult to establish a stable earnings base. A normalization in demand, margins, or execution could expose the company to renewed profitability volatility.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth and profitability
The sharp 2025 expansion combined with positive operating and net margins indicates stronger commercial scale and earnings power. If the company sustains customer demand and cost discipline, this can support durable improvements in profitability over the next several quarters.
Read all positive factors
GMO AD Partners Inc. (4784) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥173.73B
Dividend Yield3.79%
Average Volume (3M)1.14M
Price to Earnings (P/E)26.4
Beta (1Y)0.21
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)20.1
Revenue Forecast (FY)¥82.30B
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
Positive
1002.00
Price Trends
517.18
Positive
565.61
Positive
665.30
Negative
Market Momentum
14.55
Negative
54.59
Neutral
48.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4784, the sentiment is Positive. The current price of 1002 is above the 20-day moving average (MA) of 558.25, above the 50-day MA of 517.18, and above the 200-day MA of 665.30, indicating a neutral trend. The MACD of 14.55 indicates Negative momentum. The RSI at 54.59 is Neutral, neither overbought nor oversold. The STOCH value of 48.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 | ¥99.53B | 38.85 | 6.90% | ― | 73.78% | -16.12% | |
73 Outperform | ¥13.33B | 8.63 | ― | 2.16% | -3.72% | 138.33% | |
70 Outperform | ¥173.73B | 26.38 | ― | 1.76% | 80.85% | 61.80% | |
70 Outperform | ¥130.92B | 39.39 | ― | 0.18% | 28.35% | 8.72% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
51 Neutral | ¥3.33B | -1.97 | ― | 1.17% | 3.59% | -65.47% | |
50 Neutral | ¥141.33B | 104.79 | ― | 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 Outlines Q2 2026 Results, Growth Strategy and Shareholder Returns
Aug 14, 2026
GMO AD Partners Inc., under the GMO Internet umbrella, reported its financial results for the second quarter of the fiscal year ending December 31, 2026. The release outlines headline performance metrics alongside management’s view of progre...
GMO Internet Sets Q2 FY2026 Dividend at 4.85 Yen With 100% Payout Ratio
Aug 14, 2026
GMO Internet, Inc. has approved a Q2 FY2026 dividend of 4.85 yen per share, comprising an ordinary dividend of 3.20 yen and a commemorative dividend of 1.65 yen, with a total payout of 1,475 million yen from retained earnings and an effective paym...
GMO Internet Delivers Strong Interim Earnings and Boosts Equity Base
Aug 14, 2026
GMO Internet reported solid interim results for the six months to June 30, 2026, with net sales rising 7.2% year-on-year to ¥41.3 billion and operating profit surging 46.2% to ¥4.8 billion. Profit attributable to owners of the parent cli...
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...
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.