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Operator of Japan's leading taxi-hailing app, GO, connecting riders with licensed taxis nationwide.
Operator of Japan's leading taxi-hailing app, GO, connecting riders with licensed taxis nationwide.
Takes a fee from taxi operators on rides booked through the app, so growth depends on rides booked and on how many taxi firms join. Advertising on in-taxi screens and fleet software sold to taxi firms add revenue.
In one line: Japan's Uber, but working with licensed taxi fleets rather than private drivers.
Moat: narrow (network effects, brand, data). Leading rider/driver network scale in Japan's tightly regulated taxi-only ride-hailing market.
Headquarters: Tokyo, Japan · Founded: 2011 · Employees: 606
Size GO Inc. (581A.T) is a Japan Information Technology company (Packaged Software) with a market value of $1.45B, the 583rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,790 on 6 Nov 2026.
Growth Revenue grew 31.9% over the last twelve months (peer median +9.2%); the operating margin is 17.0% (peer median 2.8%).
Valuation It trades at 21.9× forward earnings against a peer median of 16.6× (8th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is +32%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|
| Revenue | n/a | ¥41.4B | ¥31.4B | ¥24.0B |
| Revenue growth | — | +32% | +31% | — |
| Gross profit | n/a | ¥22.4B | ¥16.2B | ¥10.6B |
| EBITDA | n/a | ¥7.50B | ¥2.98B | -¥1.64B |
| Net income | n/a | ¥8.84B | ¥2.00B | -¥3.31B |
| Free cash flow | n/a | ¥10.5B | ¥5.44B | -¥2.90B |
| Capital expenditure | n/a | ¥791M | ¥782M | ¥1.08B |
| Total debt | ¥3.01B | ¥3.34B | ¥3.65B | ¥4.11B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 581A.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -24.6% | +0.8% | 2nd lowest of 21 |
| Distance from 52-week high | -39.1% | -45.2% | 8th highest of 21 |
| Revenue growth (TTM) | +31.9% | +9.2% | 5th highest of 21 |
| Operating margin | 17.0% | 2.8% | 4th highest of 21 |
| Forward P/E | 21.9× | 16.6× | 8th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 34.7% | 12.6% | 2nd most demanding of 14 |
| Growth delivered (Del g) | +31.9% | +13.1% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | +2.8 pp | -0.2 pp | 6th most demanding of 14 |
| EV / EBITDA | 25.5× | 12.1× | most expensive of 8 |
| Net debt / EBITDA | -5.4× | -0.9× | 3rd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| GO Inc. 581A.T | Japan | $1.45B | n/a | +32% | 17% | 21.9× | 34.7% | +31.9% |
| NextNav NN | United States | $1.45B | -56% | -36% | -1,900% | n/a | n/a | n/a |
| EverCommerce EVCM | United States | $1.45B | -31% | -7% | 13% | 11.7× | 11.6% | +11.8% |
| Systex 6214.TW | Taiwan | $1.46B | +54% | +34% | 3% | 16.6× | -12.4% | +13.1% |
| PearlAbyss 263750.KS | South Korea | $1.47B | -44% | +114% | 40% | 7.1× | n/a | n/a |
| Exzeo XZO | United States | $1.47B | +21% | +329% | 49% | 14.8× | -8.4% | +59.0% |
| Pagaya Technologies PGY | United States | $1.47B | +15% | +11% | 22% | 7.8× | 4.1% | +68.9% |
| Alkami Technology ALKT | United States | $1.44B | -25% | +24% | -5% | 13.1× | 12.6% | +31.7% |
| Phancy 6682.HK | Hong Kong | $1.48B | -45% | +42% | -5% | 88.0× | n/a | n/a |
| Fractal Analytics FRACTAL.NS | India | $1.49B | -27% | +19% | 12% | 41.5× | 31.4% | +18.5% |
| Shenzhen Kingdom Sci-tech 600446.SS | China | $1.41B | -27% | -22% | -6% | 177.0× | n/a | n/a |
| Wuxi Boton Technology 300031.SZ | China | $1.50B | +8% | +22% | 2% | 32.5× | 30.2% | +5.6% |
| BlackLine BL | United States | $1.50B | -15% | +9% | 7% | 10.0× | 12.1% | +14.8% |
| YGsoft 002063.SZ | China | $1.51B | -16% | +5% | 13% | 31.0× | 16.3% | +8.9% |
| Longshine Technology 300682.SZ | China | $1.39B | -35% | +7% | -9% | 25.9× | 49.4% | +6.0% |
| Playtech PTEC.L | United Kingdom | $1.39B | +7% | -54% | 0% | 11.4× | -6.0% | -7.4% |
| Wondershare Technology 300624.SZ | China | $1.38B | -25% | -8% | -12% | n/a | n/a | n/a |
| Lightspeed Commerce LSPD.TO | Canada | $1.38B | +9% | +11% | -9% | 14.4× | 13.5% | +42.0% |
| Yusys Technologies 300674.SZ | China | $1.53B | -23% | -11% | 8% | 20.8× | 15.6% | +4.0% |
| Digiwin 300378.SZ | China | $1.54B | -2% | +10% | 9% | 32.5× | n/a | n/a |
| CloudWalk Technology 688327.SS | China | $1.54B | -28% | -47% | -165% | n/a | n/a | n/a |