Komori
G

GMO Media,Inc.

6180Information and Communications, Services and OthersMicro cap
3,690JPY-2.4%
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Price history
¥3,690Latest+88.3%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group operates digital businesses focused primarily on learning and aesthetic medicine. With its media business at the core, it employs a revenue model combining advertising-based flow revenue and fee-based recurring revenue. By expanding recurring-revenue services in the learning sector, the Group is gradually reducing the proportion of flow revenue and promoting a shift toward a structure centered on recurring revenue. Specifically, it is expanding recurring-revenue businesses, including DX services for aesthetic clinics, and building up recurring-revenue services in the learning sector. As of the end of the interim period of the fiscal year ending December 2025, total assets were ¥5,815,075 thousand, equity was ¥2,906,445 thousand, shareholders’ equity was ¥2,882,597 thousand, and cash and cash equivalents stood at ¥2,973,984 thousand. For the interim period of the fiscal year ending June 2026, revenue was ¥3,376,387 thousand, operating profit was ¥345,778 thousand, ordinary profit was ¥349,445 thousand, and interim net income attributable to owners of the parent was ¥243,885 thousand. The principal segments are the Media Business and the Solutions Business. The Media Business continues to expand recurring revenue, while the Solutions Business has been affected by factors including the impact of revisions to customer contract terms. Going forward, the Group aims to increase its contribution to revenue by strengthening measures for AIO (AI optimization) and expanding its network of partner media outlets.

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Key numbersShowing 8 of 20
PER
28.76How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.41How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
8.4%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥7.0bnShare price × number of shares. The value of the entire company.
Equity ratio
49.5%The proportion of assets funded by money that does not have to be repaid.
Operating margin
10.2%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.1%The average annual growth in sales over the past three years.
What to watch next
Greater earnings contribution from stronger AIO (AI optimization) measures and expansion of the partner media network
Impact MediumLikelihood Medium
Expansion of stock-based services in the learning business, reducing the weighting of flow revenue and shifting to a stock-centered structure
From 2026Impact HighLikelihood Medium
Progress in integrating and monetizing the GMOビューティー/メディベース-related businesses, including consolidation, and the outlook for recovering the investment
From 2026Impact MediumLikelihood Low
Growth and expansion of services using stablecoins with LINE NEXT, including development following the basic agreement
Impact MediumLikelihood Low
Initial traction from the business partnership with ジャパンデザイン on heatstroke prevention support
From August 2026Impact LowLikelihood Medium
Continuation of shareholder returns following the introduction of DOE and consistency with the dividend funding source, FCF
From the fiscal year ending December 2026 onwardImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 76.5%
Listed holders 76.5%Everyone else 23.5%
GMO Internet Group, Inc.62.87%
Mori Teruyuki (森 輝幸)6.11%
Akimoto Toshiki (秋元 利規)1.66%
松尾 志郎1.21%
PHILLIP SECURITIES CLIENTS (RETAIL) (常任代理人 フィリップ証券)1.20%
岡本 高城0.92%
高橋 良輔0.86%
澤田 益臣0.61%
2 other listed holders1.03%
Who owns it
HolderOwnership (%)
GMO Internet Group, Inc.62.87
Mori Teruyuki (森 輝幸)6.11
Akimoto Toshiki (秋元 利規)1.66
松尾 志郎1.21
PHILLIP SECURITIES CLIENTS (RETAIL) (常任代理人 フィリップ証券)1.20
岡本 高城0.92
高橋 良輔0.86
澤田 益臣0.61
2 other listed holders1.03
This company's documents
Timely disclosures
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