GCM Grosvenor Inc. trades at a lower EV/AUM multiple compared to absolute historical averages, and it would appear also to peers. AUM growth is robust and reflects a thawing in the capital markets. A growth in carried interest should also follow as exits become materialised in a more liquid market. Operating leverage on stable SG&A is driving good profit growth and margin growth.
GCM Grosvenor Inc. ( GCMG ) Q3 2025 Earnings Call November 5, 2025 10:00 AM EST Company Participants Stacie Selinger - Head of Investor Relations & MD, Office of the Chairman Michael Sacks - Board Chairman & CEO Jonathan Levin - President & Director Pamela Bentley - Chief Financial Officer Conference Call Participants Kenneth Worthington - JPMorgan Chase & Co, Research Division William Katz - TD Cowen, Research Division Tyler Mulier - William Blair & Company L.L.C., Research Division Presentation Operator " Stacie Selinger Head of Investor Relations & MD, Office of the Chairman " Michael Sacks Board Chairman & CEO " Jonathan Levin President & Director " Pamela Bentley Chief Financial Officer " Kenneth Worthington JPMorgan Chase & Co, Research Division " JPMorgan Chase & Co, Research Division William Katz TD Cowen, Research Division " TD Cowen, Research Division Tyler Mulier William Blair & Company L.L.C.
Although the revenue and EPS for GCM Grosvenor (GCMG) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GCM Grosvenor Inc. (GCMG) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.16 per share a year ago.
GCM Grosvenor (GCMG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
GCM Grosvenor Inc. (NASDAQ:GCMG ) Analyst/Investor Day October 15, 2025 8:00 AM EDT Company Participants Stacie Selinger - Head of Investor Relations & MD, Office of the Chairman Michael Sacks - Board Chairman & CEO Jonathan Levin - President & Director Frederick Pollock - Chief Investment Officer & MD Frederick Pollock - MD & Chief Investment Officer David Richter - MD,Co-Head of Absolute Return Strategies Research & Co-Portfolio Manager Steve McMillan - MD of Credit Investments & Head of Credit Research Scott Litman - Managing Director of Infrastructure Investments Bernard Yancovich - Managing Director of Private Equity Investments Peter Braffman - Managing Director of Real Estate Investments Pamela Bentley - Chief Financial Officer Conference Call Participants Christoph Kotowski - Oppenheimer & Co. Inc., Research Division William Katz - TD Cowen, Research Division Crispin Love - Piper Sandler & Co., Research Division Samir Parikh - GiantLeap Capital Sanjeev Math - Baron Capital Group, Inc. Stephanie Ma - Morgan Stanley, Research Division Kenneth Worthington - JPMorgan Chase & Co, Research Division Jeffrey Schmitt - William Blair & Company L.L.C., Research Division Conversation Stacie Selinger Head of Investor Relations & MD, Office of the Chairman All right.
GCM Grosvenor has all the makings of a long-term compounder. Key short and long-term metrics are trending very positively. The stock is on offer at too wide a relative valuation discount.
GCM Grosvenor (GCMG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
GCM Grosvenor Inc. (NASDAQ:GCMG ) Q2 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Jonathan Reisin Levin - President & Director Michael Jay Sacks - Board Chairman & CEO Pamela Lyn Bentley - Chief Financial Officer Stacie Driebusch Selinger - Head of Investor Relations & MD, Office of the Chairman Conference Call Participants Christoph M. Kotowski - Oppenheimer & Co. Inc., Research Division Crispin Elliot Love - Piper Sandler & Co., Research Division Jeffrey Paul Schmitt - William Blair & Company L.L.C.
While the top- and bottom-line numbers for GCM Grosvenor (GCMG) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
GCM Grosvenor Inc. (GCMG) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.15 per share a year ago.
GCM Grosvenor shares have outperformed the S&P 500, delivering a 73% total return over the past three years. Recent Q1 earnings were strong, and several near-term growth drivers are in place for continued earnings momentum. The stock trades at a significant valuation discount to both the broader market and its peers, despite superior growth prospects.