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GQG Partners Inc. (GQG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

GQG Partners Inc.

GQGMarket cap $2.30BPrice $0.8

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages global investment portfolios for institutions and individuals, betting big on emerging markets others avoid. Founded in 2016, it now oversees over $150 billion, proving contrarian stock-picking can scale fast in a industry obsessed with index funds.

In Bastion Portfolios?

52W Return-18%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+23%9

Revenue Forecast

Rev CAGR (1y)-5%1

Rev CAGR (3y)-7%1

Rev CAGR (5y)-5%1

Earnings Forecast

EPS Growth Y+1-6%3

EPS Growth Y+2-15%2

EPS Growth Y+3-5%3

Quality

Margins

EBIT Margin77%10

Net Income Margin58%10

Free Cash Flow Margin62%10

Debt

Net Debt/EBITDA-0.210

Efficiency

ROE103%10

ROA91%10

Earnings Stability55

GEAR+STRONG76

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)610

P/E Ratio (Forward 3y)710

P/BV5.03

EV Multiples

EV/EBITDA Fwd410

EV/EBIT Fwd410

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return-7%4

3 month return-19%2

YTD return-29%1

Mid term

Price vs 52wHigh60%2

1 year return-21%2

Long term

3 year return+13%3

5 year return-10%3

Risk Shield

Price Risk

Beta0.86

Volatility37%5

Free Cash Flow

Free Cash Flow Margin62%10

Free Cash Flow Yield0.0%10

Quality

ROCE131%10

Earnings Stability55

Net Debt/EBITDA-0.210

02Growth

Is it actually growing, and how fast?

GQGGQG Partners

Revenue FY25$808M

GROWTH RATING↗

VERY WEAK5 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+23%9

Revenue, next 1Y-5%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-5%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-6%3

EPS growth, FY27E-15%2

EPS growth, FY28E-5%3

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 95% of companies worldwide.

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 23%/yr over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 5%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -6%/yr vs revenue -7%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK9 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-19%2

YTD return-29%1

MID & LONG-TERM▾SCORE

% of 52-week high60%2

1-year return-21%2

3-year return+13%3

5-year return-10%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+13% over three years and -10% over five), behind 70% of the market.

It's down 21% over the past year, now 40% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-19%) and so far this year (-29%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on GQG Partners. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

GQGGQG Partners

Revenue FY25$808M

GROWTH RATING↗

VERY WEAK5 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+23%9

Revenue, next 1Y-5%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-5%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-6%3

EPS growth, FY27E-15%2

EPS growth, FY28E-5%3

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 95% of companies worldwide.

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 23%/yr over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 5%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -6%/yr vs revenue -7%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK9 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-19%2

YTD return-29%1

MID & LONG-TERM▾SCORE

% of 52-week high60%2

1-year return-21%2

3-year return+13%3

5-year return-10%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+13% over three years and -10% over five), behind 70% of the market.

It's down 21% over the past year, now 40% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-19%) and so far this year (-29%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on GQG Partners. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community