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3788.T Tokyo Stock Exchange IT Services & Consulting

GMO GlobalSign Holdings KK

¥1 935,00
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JPY
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Mcap
22,2B JPY
P/E
EV / Rev
Div yield
2,96 %
Op margin
6,8 %
ROE
9,7 %
Net margin
4,9 %
Debt / equity
0,26
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

GMO GlobalSign Holdings KK provides IT services and consulting, primarily focused on digital security and identity solutions, generating revenue through software licensing, professional services, and subscription-based offerings.

Business. GMO GlobalSign Holdings KK (3788.T) is a Japanese IT services and consulting firm operating within the Software & IT Services sector. The company provides technology-related services, though specific operating segments and geographic breakdowns are not disclosed in the available data. GMO GlobalSign Holdings KK is primarily listed on the Tokyo Stock Exchange under the ticker 3788.T.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryIT Services & Consulting
ActivityIT Services
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target2 550,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
2 550,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
92
composite score
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
9,7 %
return on equity
Quality
58
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 3788.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 3788.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score92 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    GMO GlobalSign Holdings KK (3788.T) is a Japanese IT services and consulting firm operating within the Software & IT Services sector. The company provides technology-related services, though specific operating segments and geographic breakdowns are not disclosed in the available data. GMO GlobalSign Holdings KK is primarily listed on the Tokyo Stock Exchange under the ticker 3788.T.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustryIT Services & Consulting
    ActivityIT Services
    AI synthesis
    GENERATED

    GMO GlobalSign maintains a strong liquidity position, with cash and equivalents amounting to ¥8.94 billion, representing 47.1% of total assets. The company's liquidity FPT (free cash flow to total liabilities) is robust, with free cash flow of ¥702.13 million and a current ratio of 2.12, indicating a solid ability to meet short-term obligations.

    Profitability metrics show a return on equity (ROE) of 9.73% and a return on assets (ROA) of 5.3%, both above the industry median for IT Services & Consulting. The company's operating margin of 6.82% (¥1.41 billion operating income on ¥20.67 billion revenue) is in line with sector norms, but its net margin of 4.86% is slightly below the median, suggesting some pressure from operating expenses.

    The company's revenue is concentrated in a few key markets, with Japan representing the largest geographic segment. No detailed breakdown of revenue by product or service is available in the latest financials, but the company's primary offerings include digital certificate services, identity and access management, and cybersecurity solutions.

    Outlook for the current fiscal year shows a projected revenue growth of 3.2%, with a net income growth of 4.1%. The company is expected to maintain a stable capital structure, with no significant changes in debt or equity expected in the near term. The mean price target of ¥2,550 implies a potential upside of 30% from the current market price of ¥1,973.

    Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company's debt-to-equity ratio of 0.26 is well below the industry median, and the absence of near-term dilution pressures supports a stable capital structure. No significant regulatory or geopolitical risks are currently flagged in the risk assessment.

    Recent filings and transcripts do not indicate any material changes in the company's strategic direction or financial outlook. The company continues to focus on expanding its digital security offerings and maintaining a strong balance sheet. Analysts have issued a single "buy" recommendation, with no "strong buy" or "hold" ratings, suggesting a cautiously optimistic outlook.

    Key takeaways
    • GMO GlobalSign has a strong liquidity position with ¥8.94 billion in cash and equivalents.
    • The company's ROE of 9.73% and ROA of 5.3% are above the industry median for IT Services & Consulting.
    • Revenue is concentrated in Japan, with no detailed breakdown of product or service segments.
    • Analysts project a 3.2% revenue growth and a 4.1% net income growth for the current fiscal year.
    • The company has low liquidity and dilution risk, with no immediate filing-based flags detected.
    • The mean price target of ¥2,550 implies a potential upside of 30% from the current market price.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 935,00
    Market cap
    ¥22.63B
    Enterprise value
    ¥16.39B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    5.8x
    P / B
    2.2x
    P / Tangible book
    2.2x
    Tangible book
    ¥10.33B
    Net cash
    ¥6.24B
    Current ratio
    2.1
    Debt / equity
    0.3
    ROA
    5.3%
    ROE
    9.7%
    Cash conversion
    283.0%
    CapEx / revenue
    -7.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    93,30
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-13 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate93,30
    Revenueno estimateno estimate22,2B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥2 550,00 · Median ¥2 550,00
    Low ¥2 550,00High ¥2 550,00
    EPS surprise
    −6,2 %
    reported vs consensus · miss
    Revenue surprise
    −6,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥2 550,00
    Mean¥2 550,00
    Median¥2 550,00
    High¥2 550,00
    Spot¥1 935,00
    +31.8 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin6,8 %Above median
    Net Margin4,9 %Above median
    ROE9,7 %Above median
    Capex / Rev-7,7 %Bottom quartile
    D/E0,26Below median
    Cash Conv2,83Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • GMO GlobalSign Holdings KK Market data — financials · 2026-05-26
    • GMO GlobalSign Holdings KK Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3788.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage