GMO internet group, Inc (GMOYF) Fair Value & Analysis

Communication Services · US · Market cap $1.9B

A solid business, currently priced close to our fair value.

What matters now

• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• Our model range runs from $17.42 (bear) to $29.03 (bull), base $23.22. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 64/100 (solid quality) with medium evidence: read the verdict with care.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range $9.50 – $31.95 · fair‑value band $17.42 – $29.03 · the $25.00 price screens above the $23.22 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

GMO internet group, Inc (GMOYF) currently trades at $25.00, while our model-based Fair Value estimate is $23.22, implying the stock looks roughly 7.1% fairly valued today. We read business quality at 64/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, GMO internet group, Inc generated revenue of $295B at a net margin of 6.0%. Revenue grew 14.1% year over year. It earns a return on equity of 18.7%. Net debt stands at $49.1B. Fundamentals as of Jul 17, 2026

Our scenario range runs from $17.42 (bear case) to $29.03 (bull case); at $25.00, the current price sits within that range. The share trades about 2% below its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 32% fair-value upside, at -7%, GMOYF screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: Growth DCF ($84.16) versus Asset-Based ($4.73). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

GMO internet group, Inc. provides various internet services in Japan and internationally. It operates through Internet Infrastructure Business, Internet Security Business, Internet Advertising and Media Business, Internet Financial Business, Crypto Asset Business, and Others Segments.

Full company description

GMO internet group, Inc. provides various internet services in Japan and internationally. It operates through Internet Infrastructure Business, Internet Security Business, Internet Advertising and Media Business, Internet Financial Business, Crypto Asset Business, and Others Segments. The company offers domain, hosting, cloud, payment processing, e-commerce support, EC platform, customer attraction support, provider, free WiFi, web development support, electronic contracts, financial services, AI, and robotics services; and SSL and encryption, brand security, and cybersecurity. It also provides customer attraction support, startup support, user participation media, game platforms, games, research, SEO measures, and advertising support; online securities and FX trading; and online banking services. In addition, the company offers business support and venture capital and art as well as engages in cryptocurrency trading and NFT marketplace-related activities. The company was formerly known as GMO Internet, Inc. and changed its name to GMO internet group, Inc. in September 2022. GMO internet group, Inc. was incorporated in 1976 and is headquartered in Shibuya, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

GMO internet group, Inc reported revenue of $286B in FY2025 versus $241B in FY2021, a compound +4.3%/yr. Reported net income was $16.7B in FY2025, compounding −1.1%/yr from FY2021.

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Peer Group

Telecom Services · 266 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Telecom Services median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.