GMO Research & AI, Inc.

3695 GMOリサーチ株式会社

Software - Infrastructure · Growth

PRICE: ¥1,602 · MKT CAP: ¥7.1B · P/E: 38.3x · P/B: 2.90x · DIV YIELD: 3.7%

PRICE — 5Y

Characteristics & Business Summary

GMO Product Platform, Inc. provides an audience engagement platform in Japan, Asia, and internationally. It engages in Internet-based market research activities, conducting surveys, tabulation, and analysis activities. The company also offers ASIACloud Panel...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Net Sales	4,086	5,201	5,117	5,026	6,818
Operating Profit	353	420	441	235	341
Ordinary Profit	385	458	428	249	323
Net Profit	274	356	307	183	156
EPS	¥168	¥218	¥188	¥112	¥35
DPS	¥84	¥109	¥115	¥115	¥60

Balance Sheet & Valuation Highlights

Total Assets ¥9B

Net Assets (Equity) ¥2B

Equity Ratio 25.7%

ROE (Return on Equity) 6.6%

Cash & Equivalents ¥3B

Interest-Bearing Debt ¥1B

Capital Expenditure (CapEx) ¥0B

Depreciation & Amort. ¥0B

Major Shareholders

1. ＧＭＯインターネットグループ株式会社 70.4%
2. 荻田剛大 9.6%
3. ＧＭＯインターネット株式会社 3.1%
4. 株式会社ＨＯＳＯＫＡＷＡ 1.4%
5. セントラル短資株式会社 0.9%
6. ＭＳＩＰＣＬＩＥＮＴＳＥＣＵＲＩＴＩＥＳ（常任代理人モルガン・スタンレーＭＵＦＧ証券株式会社） 0.8%
7. 亀山茂 0.6%
8. 細川慎一 0.5%
9. GMOプロダクトプラットフォーム従業員持株会 0.4%
10. 高橋元男 0.4%

Activist Activity

Takehiro Ogita 9.48%

2025-04-10 · correction

Takehiro Ogita 9.48%

2025-04-09 · initial_5pct

GMO internet group, Inc. 72.8%

2025-04-07 · change

GMO internet group, Inc. 53.04%

2023-05-24 · change

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues per share	¥2,504	¥3,185	¥3,132	¥3,076	¥1,548
FCF/Share	¥289	¥79	¥291	¥145	¥224
EPS	¥168	¥218	¥188	¥112	¥35
DPS	¥84	¥109	¥115	¥115	¥60
Capital Spending per share	¥6	¥2	¥0	¥1	¥1
Book Value per share	¥1,027	¥1,161	¥1,240	¥1,237	¥539
Common Shares Outstanding	2M	2M	2M	2M	4M

Financial Aggregates & Margins

Financial Aggregate	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues (Net Sales)	¥4B	¥5B	¥5B	¥5B	¥7B
Operating Margin (%)	8.6%	8.1%	8.6%	4.7%	5.0%
Net Profit (owners)	¥0B	¥0B	¥0B	¥0B	¥0B
Net Profit Margin (%)	6.7%	6.9%	6.0%	3.6%	2.3%
Working Capital	¥1B	¥1B	¥2B	¥1B	¥1B
Total Debt (Interest-bearing)	¥0B	¥0B	¥0B	¥0B	¥1B
Net Worth (Common Equity)	¥2B	¥2B	¥2B	¥2B	¥2B
Return on Total Assets (ROA)	9.8%	11.6%	10.3%	6.1%	1.6%
Return on Common Equity (ROE)	16.3%	18.8%	15.2%	9.1%	6.6%

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.