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Upturn AI Summary - About
GCM Grosvenor Inc(GCMG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GCMG
09/25/2026: GCMG (3-star) is a SELL. SELL for 2 days. Simulated Profits (-7.81%). Updated daily EoD!
GCM Grosvenor is a global alternative asset manager specializing in customized investment portfolios for large institutions, including pension funds and sovereign wealth funds. The company's primary strength lies in its ability to build bespoke solutions across private equity, infrastructure, and credit, fostering long-term client stickiness. Its growth strategy centers on expanding its footprint in private credit and infrastructure to capture institutional demand for diversified, yield-generating assets. Key risks include significant fee pressure from larger global competitors and potential volatility in performance-based incentive fees. Suited for income-focused investors, the stock offers a reliable dividend, though interested parties should closely monitor institutional asset flow trends and management fee sustainability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely dependent on institutional market trends and the company's ability to win new complex mandates. |
| Momentum investor | Weak fit | The stock often lacks the high-velocity price momentum typically sought by momentum traders. |
| Value investor | Strong fit | Current valuations may be attractive for long-term investors focused on cash-generative management fee streams. |
| Dividend investor | Strong fit | The company provides a reliable dividend yield that is attractive for income-focused portfolios. |
| Low-risk investor | Mixed fit | Exposure to public market sentiment and institutional asset flow volatility introduces a moderate risk profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is subject to broader asset management industry fluctuations. |
| Valuation risk | Medium | Market mispricing of future growth potential remains a constant factor. |
| Competition risk (Alternative Asset Management) | High | Intense competition from well-capitalized global firms puts pressure on fee structures. |
| Business quality | Medium | The business relies heavily on human capital and long-term institutional relationships. |
| Dividend income | Medium | Dividend sustainability depends on the stability of management fee cash flows. |
| Execution risk | Medium | Expanding into new, complex asset classes requires significant operational and investment discipline. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 20.68% | Avg. Invested days 64 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 772.02M USD | Price to earnings Ratio 24.76 | 1Y Target Price 15.5 |
Price to earnings Ratio 24.76 | 1Y Target Price 15.5 | ||
Volume (30-day avg) 471.3K shares | Beta 0.84 | 52 Weeks Range 9.12 - 14.74 | Updated Date 09/25/2026 |
52 Weeks Range 9.12 - 14.74 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 3.71% | Basic EPS (TTM) 0.51 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Fees | Recurring fees based on assets under management (AUM) across private equity, infrastructure, and hedge fund strategies. | The company earns the majority of its predictable income from the total value of assets managed for clients. |
| Incentive Fees | Performance-based fees earned when funds exceed specified return hurdles. | Additional revenue is generated only when the company successfully delivers strong investment performance. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 24.76 | Forward PE 11.86 | Enterprise Value 1.06B | Price to Sales(TTM) 1.36 |
Enterprise Value 1.06B | Price to Sales(TTM) 1.36 | ||
Enterprise Value to Revenue 1.84 | Enterprise Value to EBITDA 5.49 | Shares Outstanding 61.13M | Shares Floating 59.40M |
Shares Outstanding 61.13M | Shares Floating 59.40M | ||
Percent Insiders 2.95 | Percent Institutions 100.61 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About GCM Grosvenor Inc
Exchange NASDAQ | Headquarters Chicago, IL, United States | ||
IPO Launch date 2020-11-18 | Board Chairman & CEO Mr. Michael Jay Sacks J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees 550 | Website https://www.gcmgrosvenor.com |
Full time employees 550 | Website https://www.gcmgrosvenor.com | ||
GCM Grosvenor Inc. is global alternative asset management solutions provider. The firm primarily provides its services to pooled investment vehicles. It also provides its services to investment companies, high net worth individuals, pension and profit sharing plans and state or municipal government entities. The firm invests in equity and alternative investment markets of the United States and internationally. The firm invests in multi-strategy, credit-focused, equity-focused, macro-focused, commodity-focused, and other specialty portfolios. It focuses on hedge fund asset classes, private equity, real estate, and/or infrastructure, credit and absolute return strategies. It also focuses on primary fund investments, secondary fund investments, and co-investments with a focus on buyout, distressed debt, early venture, mid venture, late venture, turnaround, mature, mezzanine, venture capital/growth equity investments. The firm seeks to do seed investments in small, emerging growth, and diverse private equity firms. The firm seeks to make regionally-focused investments in middle-market buyout. It prefers to invest in aerospace and defense, advanced electronics, information technology, biosciences, and advanced materials. It focuses on Europe, Michigan, North Carolina, Colorado, Idaho, Montana, Oregon and Washington. The firm employs fundamental and quantitative analysis. It prefers to have majority stakes in its portfolio companies. GCM Grosvenor Inc. was founded in 1971 and is based in Chicago, Illinois with additional offices across North America, Asia, Australia and Europe. GCM Grosvenor Inc. operates as a subsidiary of Grosvenor Capital Management Holdings, LLLP.
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