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GMO Payment Gateway Inc 3769

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Stock XTKS Rating as of
¥8,484.00 −117.00 (1.36%)
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As of Delayed Price Closed

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GMO Payment Gateway Shares Still Overvalued Despite Raising Our Fair Value Estimate

Shaun Ler

GMO Payment Gateway is a major Japanese payment services provider catering to a broad range of industries. These include digital content and telecommunications, utilities, retail and hospitality, financial services, healthcare, and education. Users range from online retailers to large enterprises and government organizations. The firm has expanded its capabilities beyond card payments to various other payment methods, such as mobile wallets, while providing a growing suite of ancillary services. These include lending, salary prepayment, advertising, and medical payment solutions, to name just a few. The firm is building a payment ecosystem, where these ancillary services complement and drive growth in its core payment-processing business. GMO is also gradually expanding globally, making smaller investments in or partnering with localized firms.

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Price vs Fair Value

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3769 is trading at a LOCK|%jBtCr premium.
Price
¥8,484.00
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

The growing adoption of cashless and e-commerce payments in Japan—which has a longer runway for growth than the US and European markets—supports growth in transaction volumes and revenue.

Bears

The growing cashless payments market is likely to attract both domestic and international competitors, increasing competitive pressures that could slow revenue growth and compress margins.

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Trading Information

Previous Close Price
¥8,601.00
Day Range
¥8,410.00–8,550.00
52-Week Range
¥6,885.00–10,455.00
Bid/Ask
¥8,483.00 / ¥8,520.00
Shares Outstanding
75.94M
Market Cap
¥644.30B
Volume/Avg
262,300 / 293,287

Key Statistics

Price/Earnings (Normalized)
27.42
Price/Sales
7.52
Dividend Yield (Trailing)
2.00%
Dividend Yield (Forward)
2.00%
Dividend Payment Schedule
Dec
Total Yield
2.00%

Company Profile

GMO Payment Gateway is a major Japanese provider of cashless and online payment infrastructure, serving many sectors including digital content and telecommunications, utilities, retail and hospitality, financial services, healthcare, and education. It serves a wide array of clients, from government agencies and municipalities to enterprises and merchants, across online and offline channels, including e-commerce platforms, physical stores, and unattended machines. Its services encompass payment processing, settlement solutions, and ancillary offerings such as early or deferred settlement services, transaction lending, buy now, pay later, online advertising, and internet security. GMO is expanding into adjacent financial technology operations, and gradually across Asia and North America.
Sector
Technology
Industry
Software - Infrastructure
Stock Style Box
Mid Growth
Total Number of Employees
909
Website
https://www.gmo-pg.com

Competitors

Valuation

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Metric
3769
PYPL
FISV
Price/Earnings (Normalized)
 27.4210.036.20
Price/Book Value
 5.222.310.90
Price/Sales
 7.521.441.17
Price/Cash Flow
 24.626.504.61
Price/Earnings
3769
PYPL
FISV

Financial Strength

Metric
3769
PYPL
FISV
Quick Ratio
 1.061.250.18
Current Ratio
 1.361.291.04
Interest Coverage
 37.9412.753.10
Quick Ratio
3769
PYPL
FISV

Profitability

Metric
3769
PYPL
FISV
Return on Assets (Normalized)
 —7.54%5.11%
Return on Equity (Normalized)
 —30.25%15.91%
Return on Invested Capital (Normalized)
 —19.54%9.72%
Return on Assets
3769
PYPL
FISV

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