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GMGMYTF

GMO Payment Gateway, Inc.

$GMYTF·$3.9B·Software - Infrastructure·Technology
$50.760.0%1Y-13.0%
Mentions · last 7 days
2026-08-18: 0 posts2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts0
Price updated 12h ago·X counts updated 4d ago
GMGMYTF
$GMYTFGMO Payment Gateway, Inc.
$50.760.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $GMYTF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-28

The move is getting stronger, with heavier trading behind it.

Japan's payment-processing infrastructure at 39% operating margins — growing 16% while the stock sits at 20% of its range.

GMO Payment Gateway processes online card, convenience-store and bank-transfer payments for Japanese merchants, public bodies including the National Tax Agency and Tokyo Metropolitan Government, and financial institutions. The business quality is high: 66.6% gross margin, 39.2% operating margin, 21.4% ROE and 12.2% ROIC, with a 6.0% FCF yield. Growth has accelerated modestly — fiscal Q2 revenue of ¥23.7B grew 16.0% YoY, up from 10.9%, 11.3% and 11.9% in prior quarters — with operating margin improving to 42.7%. Three of the last four results beat estimates, by 6.6%, 11.1% and 30.9%, with one 3.1% miss. Twelve analysts, deep coverage for a Japanese mid-cap, model revenue rising from ¥96.4B in fiscal 2026 to ¥173.8B by fiscal 2030 — roughly 16% annual growth sustained for four years, with EPS more than doubling. That is a demanding forecast, and the 32.1x trailing earnings multiple with 8.8x sales prices much of it. Debt-to-equity of 0.63 partly reflects the lending and early-payment products the company offers merchants, which is a credit business layered onto processing. The structural puzzle is the price: despite accelerating growth and strong margins, the stock is down 13% over twelve months and sits at 20% of its 52-week range, 7.5% below its 200-day. Japanese e-commerce penetration is the underlying growth driver and it is maturing, which may be what the market is discounting.

Differs from X sentimentNo X sentiment snapshot is available and the news set is empty. Japanese payment infrastructure quoted OTC in the US produces no retail chatter and no US press coverage, so the assessment rests entirely on reported financials.

What to watch: Japanese e-commerce transaction volume growth is the direct driver. Fiscal Q4 on 2026-11-16 against a $0.45 estimate. Whether the 16% growth rate holds is what the analyst models assume for four straight years; the gap between that and a stock near its 52-week lows is the tension to resolve.

On the calendar: Fiscal Q4 earnings, 2026-11-16

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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese payment processing company offering merchant acquiring, digital banking, and money services for online businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $GMYTF.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
39.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$0.56$0.53+6.6%
Q1 2026May 15, 2026$0.57$0.51+11.1%
Q4 2025Feb 12, 2026$0.43$0.45-3.1%
Q3 2025Nov 10, 2025$0.55$0.42+30.9%
Next earningsMon, Nov 16·consensus EPS $0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$23.7B+16.0%65.0%42.7%$91.07$2.4B
Q1 FY26$22.5B+10.9%67.4%37.4%$67.45$16.8B
Q4 FY25$21.8B+11.3%65.9%36.6%$84.00$20.2B
Q3 FY25$20.2B+11.9%68.1%40.2%$75.65$7.2B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$96.4B$93.4B – $99.1B$333.83$316.21 – $351.4312
FY27$112.9B$107.3B – $118.7B$409.81$388.17 – $431.4012
FY28$132.7B$127.3B – $138.1B$505.63$478.93 – $532.275
FY29$155.6B$149.2B – $161.9B$621.25$588.45 – $653.999
FY30$173.8B$166.7B – $180.8B$762.42$722.16 – $802.596

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

No standout posts about $GMYTF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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