GMO AD Partners Inc. AI Stock Analysis
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GMO AD Partners Inc. (4784) AI Stock Analysis
GMO AD Partners Inc.
(TSE/TYO:4784)
The company's financial performance is a major strength, driven by a remarkable turnaround in revenue, profitability, and cash flow. However, the stock's technical picture is severely weak, with price trading below all key moving averages and deeply oversold momentum indicators, creating a significant headwind. Valuation is a neutral-to-positive factor, with a reasonable P/E and a high dividend yield that may attract income seekers. The overall score reflects a strong fundamental business facing considerable negative market sentiment.
GMO AD Partners Inc. (4784) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 118.66B
- Dividend Yield
- 5.46%
- Average Volume (3M)
- 2.18M
- Price to Earnings (P/E)
- 17.7
- Beta (1Y)
- 0.41
- Revenue Growth
- 80.85%
- EPS Growth
- 61.80%
- Country
- Japan
- Employees
- 1,826
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Infrastructure
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 ana...
GMO AD Partners Inc. Financial Statement Overview
Summary
FY2025 financials show a dramatic transformation with explosive revenue growth, solid margins, robust cash flow generation, and a high return on equity. The overall financial health is excellent, though the sustainability of acquisition-driven growth introduces some uncertainty.
Income Statement
88Very PositiveBalance Sheet
82Very PositiveCash Flow
90Very Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 81.32B | 78.55B | 13.00B | 14.90B | 16.63B | 34.52B |
| Gross Profit | 28.80B | 25.97B | 5.97B | 6.33B | 7.20B | 6.16B |
| EBITDA | 14.57B | 13.17B | 273.00M | 332.02M | 847.97M | 700.41M |
| Net Income | 6.24B | 5.56B | -4.00M | 40.00M | 395.00M | 328.00M |
Balance Sheet | ||||||
| Total Assets | 75.24B | 51.53B | 10.36B | 10.85B | 12.42B | 11.63B |
| Cash, Cash Equivalents and Short-Term Investments | 33.49B | 13.89B | 4.92B | 5.04B | 6.20B | 5.57B |
| Total Debt | 15.35B | 8.87B | 0 | 0 | 0 | 0 |
| Total Liabilities | 40.92B | 37.46B | 5.11B | 5.61B | 6.99B | 6.43B |
| Stockholders Equity | 34.09B | 13.89B | 5.20B | 5.21B | 5.40B | 5.17B |
Cash Flow | ||||||
| Free Cash Flow | 0 | 12.73B | 21.01M | -789.82M | 897.38M | 230.69M |
| Operating Cash Flow | 0 | 13.71B | 30.46M | -768.47M | 910.77M | 257.92M |
| Investing Cash Flow | 0 | -749.00M | -168.18M | -212.36M | -226.78M | -268.54M |
| Financing Cash Flow | 0 | -6.33B | -22.82M | -177.09M | -55.58M | -285.80M |
GMO AD Partners Inc. Technical Analysis
Price Trends
Market Momentum
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 390.00 is below the 20-day moving average (MA) of 439.85, below the 50-day MA of 494.23, and below the 200-day MA of 586.03, indicating a bearish trend. The MACD of -31.37 indicates Positive momentum. The RSI at 34.38 is Neutral, neither overbought nor oversold. The STOCH value of 42.98 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
Overall Rating
JP:399375Outperform
JP:418070Outperform- JP:478469Neutral
JP:363367Neutral
JP:368056Neutral
JP:377847Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:3993 | 75Outperform | JPY 102.36B | 37.31 | 7.39% | 0.32% | 77.74% | 23.27% |
| JP:4180 | 70Outperform | JPY 156.16B | 44.12 | ― | 0.15% | 28.35% | 8.72% |
| JP:4784 | 69Neutral | JPY 123.22B | 17.73 | ― | 5.46% | 80.85% | 61.80% |
| JP:3633 | 67Neutral | JPY 12.73B | 7.71 | ― | 2.78% | -3.72% | 138.33% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| JP:3680 | 56Neutral | JPY 2.73B | -1.57 | ― | 3.63% | 3.59% | -65.47% |
| JP:3778 | 47Neutral | JPY 126.33B | 46.06 | ― | 0.16% | 25.84% | 71.45% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:4784 | GMO AD Partners Inc. | 390.00 | -401.64 | -50.74% | |
| JP:3993 | PKSHA Technology, Inc. | 3335.00 | -293.43 | -8.09% | |
| JP:3633 | GMO Pepabo, Inc. | 2326.00 | 198.23 | 9.32% | |
| JP:3680 | Hotto Link, Inc. | 166.00 | -93.85 | -36.12% | |
| JP:3778 | SAKURA Internet Inc. | 3080.00 | 60.77 | 2.01% | |
| JP:4180 | Appier Group, Inc. | 1451.00 | 436.06 | 42.96% |
GMO AD Partners Inc. Corporate Events
GMO Internet Offers Payouts and Migration After Desktop Cloud Security Breach
GMO Internet is moving to address a significant security incident affecting its Onamae.com Desktop Cloud service, after confirming unauthorized third-party access, data exfiltration, and unrecognized transactions in some customers’ trading accounts....
GMO Internet Halts Cloud Service After Major Security Breach
GMO Internet, Inc. has disclosed a major security incident involving unauthorized third-party access to its Onamae.com Desktop Cloud service, affecting up to 26,739 servers. The breach may have exposed information stored by customers, including login...
GMO Internet invests ¥26.1bn in NVIDIA-powered GPU cloud data center
GMO Internet, Inc. has approved the acquisition of up to 116 NVIDIA B300 GPU servers and related equipment, alongside the construction of a new data center in Ishikari City, Hokkaido, for its GMO GPU Cloud service. The planned investment totals appro...
GMO Internet to Exit Loss-Making Thai Digital Asset Business
GMO Internet, Inc. is a Japan-based technology group listed on the TSE Prime Market that operates across internet infrastructure, online advertising, and digital asset-related services. Through subsidiaries in Thailand, it has provided digital asset...
GMO Internet Restructures Online Ad Business Around GMO Commerce
GMO Internet, Inc. has resolved to acquire 65.96% of GMO Commerce, Inc. from its parent GMO Internet Group to make GMO Commerce a consolidated subsidiary. As part of the same intra-group reorganization, GMO Internet will transfer all shares of its wh...
GMO AD Partners Outlines Q2 2026 Results, Growth Strategy and Shareholder Returns
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 progress in cor...
GMO Internet Sets Q2 FY2026 Dividend at 4.85 Yen With 100% Payout Ratio
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 payment...
GMO Internet Delivers Strong Interim Earnings and Boosts Equity Base
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 climbed 28.1% to...
GMO Internet to Invest 10.1 Billion Yen in NVIDIA GPU Servers for Cloud Expansion
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 seque...
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.
Date of analysis: Oct 27, 2026