GMO Internet, Inc. (GMOYF)

GMO Internet, Inc. (GMOYF) — VMCI valuation read

GMOYF screens at VMCI 66/100, a 16-point gap above the Communication Services sector median (50). For a mid-cap GMO Internet, Inc. share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

GMOYF has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: GMOYF trades at 26.0x earnings, 44% above the Communication Services median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Communication Services group. Quality: ROIC of 8.0% trails the Communication Services median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 1.0x leaves covenant headroom, which sets the rate-cycle exposure for GMO Internet, Inc..

GMOYF rose 2.8% over the trailing 7 days, with a -16.6% read on a 30-day basis.