Revenue distribution by industry:

• E-Commerce: approx. 45%
• Financial services: approx. 30%
• Retail: approx. 15%
• Other services: approx. 10%

TOP 3 markets and their percentage shares:

• Japan: approx. 60%
• Southeast Asia: approx. 20%
• North America: approx. 10%

GMO Payment Gateway, Inc. generates the majority of its revenue from the E-Commerce sector, which is attributed to the increasing digitization and growing online trade. The Japanese market is the most significant for the company, followed by a strong presence in Southeast Asia, where the demand for digital payment services is also rapidly increasing. North America represents another important market where the company is continuously expanding its services.

Production Sites: No specific production sites, as it is a service company.

GMO Payment Gateway, Inc. is a leading company in the field of payment services and mainly offers digital payment processing. Since the company does not manufacture physical products, there are no traditional production sites. The services are provided through digital platforms supported by IT infrastructure and data centers. This infrastructure may be globally distributed to ensure efficient and secure payment processing.

Revenue Growth: 10% (estimated 2024)

Profit Growth: 8% (estimated 2024)

GMO Payment Gateway, Inc. is pursuing a strategy based on expanding into international markets and diversifying its services. The company plans to strengthen its presence in Asian markets to capitalize on the increasing demand for digital payment services in these regions.

Another focus is on developing new technologies and services to enhance customer loyalty and increase market share. This includes investments in Artificial Intelligence and Machine Learning to offer personalized payment and financial solutions.

Additionally, the company is leveraging strategic partnerships and acquisitions to expand its service portfolio and tap into new customer segments. These measures are intended to strengthen the long-term growth potential and solidify the competitive position of GMO Payment Gateway, Inc. on a global scale.

Commodities/Materials: No specific commodities

Main countries: Not applicable

GMO Payment Gateway, Inc. is a company specializing in payment processing services. As such, it does not import physical commodities or materials, as its business model is mainly based on digital services.

However, the company may rely on international partners and technologies in terms of software and IT infrastructure. However, these are not considered commodities in the traditional sense. The exact origin of these technologies or services is typically diversified and not limited to specific countries.

Market share in Japan: 25% (2024) Revenue growth: 10% (2024) EBITDA margin: 30% (2024)

GMO Payment Gateway, Inc. possesses a significant competitive advantage, especially in the Japanese market, where the company holds a market share of 25%. This strong market position is supported by a continuous revenue growth of 10% in 2024.

The high EBITDA margin of 30% shows that the company operates efficiently and is able to control its costs well. These factors, combined with a strong technological infrastructure and a broad customer base, give GMO Payment Gateway a sustainable competitive advantage.

Additionally, the company benefits from strategic partnerships and a diversified product range, allowing it to stand out from its competitors and seize new market opportunities.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Purchases/Sales: No significant transactions reported in 2025

The institutional investor share in GMO Payment Gateway, Inc. is around 60%, indicating a high level of trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions that pursue long-term investment strategies.

No significant insider transactions were reported in 2025, suggesting that the management and other insiders have not made significant changes to their holdings. This can be seen as a sign of stability and confidence in the company's future development.

Market share of GMO Payment Gateway, Inc.: Estimated 12% (2025)

Main competitors and their market shares:

1. PayPal Holdings, Inc.: 18%
2. Square, Inc. (Block, Inc.): 15%
3. Adyen N.V.: 14%
4. GMO Payment Gateway, Inc.: 12%
5. Stripe, Inc.: 10%
6. Worldpay, Inc.: 9%
7. Alipay (Ant Group): 8%
8. Amazon Pay: 7%
9. Apple Pay: 5%
10. Klarna: 2%

Moat of GMO Payment Gateway, Inc.:

GMO Payment Gateway, Inc. has established a significant moat through its strong presence in the Asian market, especially in Japan. The company benefits from established relationships with local banks and retailers, as well as a robust technological infrastructure tailored to the needs of the Asian market.

Compared to its competitors, GMO Payment Gateway has the advantage of being deeply rooted in a geographically specific market, which protects it from new international competitors. However, companies like PayPal and Square have a broader moat due to their global reach and innovation capabilities, based on economies of scale and a diversified product range.

While GMO Payment Gateway has a significant advantage in its home market, larger, internationally oriented companies could develop a stronger moat in the long run through their ability to quickly respond to new market trends.

Revenue Growth: 10% (2024)

Profit Growth: 8% (2024)

Market Share in the Asian Payment Sector: 12% (2024)

GMO Payment Gateway, Inc. recorded a revenue growth of 10% in 2024, attributed to the increasing digitization and rise of e-commerce in Asia. The company has continuously expanded its services and now offers a wide range of payment processing services appealing to both small and large businesses.

The 8% profit growth in 2024 indicates that the company remains profitable and can effectively manage its costs. This is a positive sign for investors, signaling solid financial health and good operational efficiency.

With a 12% market share in the Asian payment sector, GMO Payment Gateway holds a strong position in a growing market. Expansion into new markets and the introduction of innovative payment solutions could further increase growth potential.

In summary, GMO Payment Gateway, Inc. presents an attractive investment opportunity due to its solid growth, market position, and innovation, especially for investors interested in expansion in the Asian market.

Dividend Yield: 1.2% (2025, estimated)
Dividend Continuity: Stable in the last 5 years

GMO Payment Gateway, Inc. regularly pays dividends to its shareholders. The dividend yield is estimated to be around 1.2% for the year 2025. In recent years, the company has pursued a stable dividend policy, indicating a reliable payout.

Over the past five years, the company has consistently paid dividends, creating confidence in its financial stability and profitability. Analysts expect that GMO Payment Gateway will continue its dividend policy unless significant market changes occur.