# GCM Grosvenor Inc. (GCMG) fundamentals

Data as of 2026-11-04. NASDAQ, United States. Sector: Financial Services / Capital Markets. Price $12.74, market value $779 million.

## Valuation
- **P/E (trailing): 25.0×** (5-yr avg 116.5×, 3-yr avg 206.2×). GCM Grosvenor Inc. trades at 25.0× trailing earnings, well below its own five-year average of 116.5×: cheap by its own standards. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 11.9×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.01**. A PEG of 0.01 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 1.4×**. Each dollar of revenue is priced at 1.4×.
- **Price / book: 30.7×**. The shares trade at 30.7× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 6.1×**. Enterprise value is 6.1× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: 23.9%** (5-yr avg 9.7%). Free cash flow equals 23.9% of the market value, above its five-year average of 9.7%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 4.0%**. The inverse of the P/E: 4.0% of the price is earned each year.

## Profitability
- **Operating margin: 27.1%**. 27.1% of revenue is left after running the business, an exceptional level.
- **Net margin: 8.1%**. 8.1% of each dollar of sales reaches the bottom line.
- **Return on equity: 168.1%**. A 168.1% return on equity is extremely high; check whether buybacks or debt have shrunk the equity base, which flatters the ratio.
- **Return on invested capital: 57.3%**. Return on all capital, debt included, is 57.3%: comfortably above what that capital costs.
- **Return on assets: 5.5%**. Each dollar of assets produces 5.5% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 8.5%** (3-yr 7.7%/yr, 5-yr 5.3%/yr). Revenue grew 8.5% over the last year, against 5.3% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 1300.0%** (3-yr 14.5%/yr). Earnings per share rose 1300.0%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): -6.7%/yr**. Free cash flow has compounded at -6.7% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.
- **Cash and short-term investments: $242 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 3.77%** ($0.48 per share, trailing). GCM Grosvenor Inc. yields 3.77%, an income-level yield.
- **Payout ratio: 56%**. 56% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 5**. 5 straight years of increases.

## Analyst view
- **Analyst consensus: buy** (4 analysts). 4 analysts cover GCM Grosvenor Inc.; the consensus is buy, with an average price target of $14.88 (+17% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 16.3%** (YTD 17.0%, 3-mo -1.6%). The shares are up 16.3% over twelve months including dividends.
- **From 52-week high: -14.3%** (37.0% above the low). Trading 14% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 55**. An RSI of 55 is neutral.
- **Beta (1 yr): 0.99** (volatility 35%). Beta of 0.99 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=GCMG · Page: https://foliofundamentals.com/stocks/gcmg

Not investment advice.