GCM Grosvenor remains attractively valued, trading at a 2.6% EV/AUM versus peers like Partners Group at 15%. Fundraising is at record levels, driven by successful cross-selling and a strong hedge fund performance. Carried interest recovery is expected to be a latent driver, benefiting 2026 figures as market liquidity and sponsor activity normalize.
Investors need to pay close attention to GCMG stock based on the movements in the options market lately.
GCM Grosvenor Inc. (GCMG) Presents at UBS Financial Services Conference 2026 Transcript
GCM Grosvenor Inc. (GCMG) Presents at Bank of America Financial Services Conference 2026 Transcript
GCM Grosvenor Inc. (GCMG) Q4 2025 Earnings Call Transcript
The headline numbers for GCM Grosvenor (GCMG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
GCM Grosvenor (GCMG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
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.