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GMO Pepabo, Inc. (3633.T)

JPY1,751.00 +24.00 (+1.39%)
JP JPX Technology Software - Infrastructure
Address Cerulean Tower 150-8512
Tokyo, JP
CEO Masatoshi Kumagai
Website pepabo.com
IPO 2008-12-19
ISIN JP3836100002

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Description

GMO Pepabo, Inc. delivers a variety of internet-based services tailored for individual consumers across Japan. The firm organizes its activities into four core divisions. Its Hosting segment supplies foundational services, including domain registration and web hosting for personal use. In its Ecommerce Support segment, GMO Pepabo provides robust platform solutions designed for online sales operations. The Customer-to-Customer (C2C) division runs an online marketplace specializing in handcrafted items. Furthermore, the Community segment promotes user communication through its blogging services. Founded in 2003, the company initially operated as Paperboy&Co., Inc. before adopting its current name, GMO Pepabo, Inc., in March 2014. The Tokyo, Japan-based entity functions as a subsidiary of GMO Internet, Inc.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY1,751.00 +24.00 (+1.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
7.6K
Beta
0.67
Float Shares
1.73M
Free Float %
33.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.19% -4.84% -6.82% -12.22% -19.38% -18.50% +15.12% +6.49% -65.60% -27.94% +88.32%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1,751.00
DCF (Unlevered) 3,707.05 +111.7%
DCF (Levered) 7,477.90 +327.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.49
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +0.3% Q1'26: -4.8% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    +50.6% Q1'26: -18.8% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    +9.4% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    +8.5% Q1'26: +9.8% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    Q1'26: +88.4% (vs Q1'25)
  • Share dilution Software - Infrastructure: +0.0%
    -1.3% Q1'26: -2.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    0.60× Q1'26: 0.27× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.66) × ERP
WACC = 92% × Ke + 8% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3,711.43 Current price: 1,751.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
8.94B
est: 9.20B (-2.8%)
11.01B
est: 10.99B (+0.3%)
11.88B
est: 11.79B (+0.8%)
10.53B
est: 10.46B (+0.7%)
10.90B
est: 10.88B (+0.2%)
10.92B
est: 10.89B (+0.3%)
10.96B
est: 10.95B (+0.1%)
10.92B
10.92B – 10.92B
-0.3% YoY
11.17B
11.17B – 11.17B
+2.3% YoY
EBITDA
1.03B
est: 866.99M (+18.5%)
1.18B
est: 1.04B (+14.1%)
1.36B
est: 1.11B (+22.7%)
1.12B
est: 985.73M (+13.9%)
84.16M
est: 1.03B (-91.8%)
1.47B
est: 1.75B (-16.0%)
1.44B
est: 1.76B (-18.5%)
1.76B
1.76B – 1.76B
-0.3% YoY
1.80B
1.80B – 1.80B
+2.3% YoY
EBIT
783.87M
est: 552.68M (+41.8%)
927.25M
est: 659.98M (+40.5%)
1.07B
est: 708.34M (+50.5%)
776.11M
est: 628.38M (+23.5%)
-370.72M
est: 653.43M (-156.7%)
947.53M
est: 946.78M (+0.1%)
932.64M
est: 952.17M (-2.1%)
949.39M
949.39M – 949.39M
-0.3% YoY
971.13M
971.13M – 971.13M
+2.3% YoY
Net Income
542.75M
est: 684.43M (-20.7%)
829.92M
est: 701.84M (+18.2%)
715.42M
est: 798.94M (-10.5%)
510.09M
est: 534.03M (-4.5%)
-628.79M
est: -720.99M (+12.8%)
591.63M
est: 576.50M (+2.6%)
878.44M
est: 845.74M (+3.9%)
746.79M
746.79M – 746.79M
-11.7% YoY
878.02M
878.02M – 878.02M
+17.6% YoY
SGA
4.47B
est: 4.64B (-3.7%)
5.52B
est: 5.54B (-0.3%)
5.81B
est: 5.95B (-2.2%)
5.31B
est: 5.27B (+0.8%)
6.24B
est: 5.48B (+13.8%)
4.95B
est: 5.40B (-8.3%)
5.03B
est: 5.43B (-7.3%)
5.41B
5.41B – 5.41B
-0.3% YoY
5.54B
5.54B – 5.54B
+2.3% YoY
EPS
104.11
est: 129.70 (-19.7%)
159.07
est: 133.00 (+19.6%)
135.22
est: 151.40 (-10.7%)
96.37
est: 101.20 (-4.8%)
-119.16
est: -136.63 (+12.8%)
112.00
est: 110.70 (+1.2%)
168.68
est: 162.40 (+3.9%)
143.40
143.40 – 143.40
-11.7% YoY
168.60
168.60 – 168.60
+17.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-05-14 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-05-13 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-05-12 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-05-11 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-05-08 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-05-07 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-05-01 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-30 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-28 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-27 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-24 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-23 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-22 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-21 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-20 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-17 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5
2026-04-16 A- 4/5 4/5 5/5 4/5 2/5 4/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
21.09M
OE per share TTM
4.00
Owner's Yield
0.22%
Maintenance CapEx ratio
17.04%
Maint CapEx / Avg PPE
4.9%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 2 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Amundi Japan TOPIX II UCITS ETF EUR Dist JPNU.L 0.00% 6.4K 0.45%
2 iShares Core TOPIX ETF 1475.T 0.00% 54.2K 0.05%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
2.76M
Shares Outstanding
5.16M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Hayato Hoshi Executive Vice President, GM of SUZURI Business Division & Director male
Hideaki Terai Executive Officer
Hironori Nagashii Executive Officer & Fukuoka Branch President male
Kenichi Takahashi Executive Officer & VP of Engineering
Kentaro Kuribayashi Chief Technology Officer, GM of Business Development Department & Director male
Kentaro Sato President & Representative Director male
Kosuke Fuchino Executive Officer
Maho Nogami Head of Business Administration & Director female
Masaki Arai Executive Officer & Head of Corporate Communications male
Masatoshi Kumagai Executive Chairman male
Yoshito Igashima MD, Director & CFO male
Yukio Sugino CFO, Head of Corporate Strategy Department & HR Division, and Director
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits