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Upturn AI SWOT - About
GCMG 
GCM Grosvenor Inc (GCMG)
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Upturn Advisory Summary
03/27/2025: GCMG (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 36.57% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.49B USD | Price to earnings Ratio 443.67 | 1Y Target Price 16.12 |
Price to earnings Ratio 443.67 | 1Y Target Price 16.12 | ||
Volume (30-day avg) 428986 | Beta 0.58 | 52 Weeks Range 8.80 - 14.37 | Updated Date 04/2/2025 |
52 Weeks Range 8.80 - 14.37 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.31% | Basic EPS (TTM) 0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.65% | Operating Margin (TTM) 26.41% |
Management Effectiveness
Return on Assets (TTM) 8.22% | Return on Equity (TTM) 98.96% |
Valuation
Trailing PE 443.67 | Forward PE 15.77 | Enterprise Value 990643240 | Price to Sales(TTM) 4.86 |
Enterprise Value 990643240 | Price to Sales(TTM) 4.86 | ||
Enterprise Value to Revenue 1.89 | Enterprise Value to EBITDA 12.76 | Shares Outstanding 186880000 | Shares Floating 43381591 |
Shares Outstanding 186880000 | Shares Floating 43381591 | ||
Percent Insiders 3.24 | Percent Institutions 110.58 |
Analyst Ratings
Rating 3.83 | Target Price 14.3 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
GCM Grosvenor Inc
Company Overview
History and Background
GCM Grosvenor Inc. (GCMG) was founded in 1971 as Grosvenor Capital Management, L.P. It went public in November 2020, becoming GCM Grosvenor Inc. The firm has evolved from a small alternatives investor to a global asset manager.
Core Business Areas
- Hedge Fund Strategies: Offers investments in hedge funds across various strategies and geographies.
- Private Equity: Invests in private equity funds, co-investments, and secondary transactions.
- Real Assets: Focuses on investments in real estate, infrastructure, and natural resources.
- Credit Investments: Offers investments in credit-oriented strategies including distressed debt and direct lending.
Leadership and Structure
Michael J. Sacks serves as the Chairman and CEO. The company operates with a partnership-based structure, with various managing directors overseeing different investment strategies.
Top Products and Market Share
Key Offerings
- Hedge Fund Solutions: Provides customized hedge fund portfolios to institutional investors. Market share is difficult to precisely quantify, but they are a significant player in this space. Competitors include Blackstone Alternative Asset Management and Pacific Alternative Asset Management Company.
- Private Equity Solutions: Offers access to top-tier private equity funds through fund-of-funds, co-investments, and secondaries. Competitors include HarbourVest Partners and Adams Street Partners.
- Real Assets Solutions: Invests in infrastructure, real estate, and natural resources on behalf of clients. Competitors include Brookfield Asset Management and Macquarie Infrastructure and Real Assets.
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by high growth potential, driven by institutional investors seeking diversification and higher returns. The industry is competitive with many players, varying in size, scope and specialization.
Positioning
GCM Grosvenor is a well-established player in the alternative asset management space, known for its diversified offerings and experienced team. Its competitive advantage lies in its long-standing relationships with fund managers and institutional investors.
Total Addressable Market (TAM)
The total global alternatives market is estimated to be in the trillions of dollars. GCMG is positioned to capture a portion of this market by offering differentiated and tailored investment solutions.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified product offerings
- Strong relationships with institutional investors
- Global presence
- Established track record
Weaknesses
- Dependence on key personnel
- Complex investment strategies
- High management fees
- Sensitivity to market volatility
- Relatively small market capitalization compared to competitors
Opportunities
- Growing demand for alternative investments
- Expansion into new geographies
- Launch of new investment strategies
- Acquisitions of smaller asset managers
- Increasing interest from retail investors
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Changes in investor preferences
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
Competitive Landscape
GCM Grosvenor competes with other large alternative asset managers. While GCMG has a strong niche, BlackStone (BX) has significantly higher assets under management. KKR and Apollo also are very competitive.
Major Acquisitions
Custom Fund Solutions
- Year: 2015
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanded GCM Grosvenor's customized fund solutions capabilities.
Growth Trajectory and Initiatives
Historical Growth: GCM Grosvenor has demonstrated steady growth in assets under management (AUM) and revenue over the past years.
Future Projections: Analyst estimates suggest continued growth in AUM and revenue, driven by demand for alternative investments. Projected growth: 5-10% per year.
Recent Initiatives: Recent initiatives include expanding into new asset classes and geographies, as well as strengthening its technology platform.
Summary
GCM Grosvenor is a well-positioned alternative asset manager with a diversified product offering and a strong track record. It benefits from the growing demand for alternative investments. However, it faces competition from larger players and is sensitive to market volatility. Recent strategic initiatives aim to drive future growth and expand its market reach.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BX
Blackstone Group Inc
BX
Blackstone Group Inc
CG
Carlyle Group Inc
CG
Carlyle Group Inc
KKR
KKR & Co LP
KKR
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Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is estimated.
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.
About GCM Grosvenor Inc
Exchange NASDAQ | Headquaters 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 549 | Website https://www.gcmgrosvenor.com |
Full time employees 549 | 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 in hedge fund asset classes, private equity, real estate, and/or infrastructure, credit and absolute return strategies. It also focuses in primary fund investments, secondary fund investments, and co-investments with a focus on buyout, distressed debt, mezzanine, venture capital/growth equity investments. The firm seeks to do seed investments in small, emerging, 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 Ohio and the Midwest region. The firm employs fundamental and quantitative analysis. GCM Grosvenor Inc. was founded in 1971 and is based in Chicago, Illinois with additional offices in North America, Asia, Australia and Europe. It operates as a subsidiary of Grosvenor Capital Management Holdings LLLP.
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