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GCMG vs SRCE

GCMG
GCM Grosvenor Inc.
NEUTRAL
Price
$9.79
Market Cap
$1.83B
Sector
Financial Services
AI Confidence
80%
SRCE
1st Source Corporation
BULLISH
Price
$74.65
Market Cap
$1.82B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
GCMG
23.31
SRCE
11.65
Forward P/E
GCMG
9.22
SRCE
10.91
P/B Ratio
GCMG
22.0
SRCE
1.43
P/S Ratio
GCMG
3.3
SRCE
4.33
EV/EBITDA
GCMG
6.85
SRCE
--

Profitability

Gross Margin
GCMG
42.4%
SRCE
0.0%
Operating Margin
GCMG
31.01%
SRCE
49.97%
Profit Margin
GCMG
8.18%
SRCE
37.58%
ROE
GCMG
765.86%
SRCE
12.66%
ROA
GCMG
11.69%
SRCE
1.76%

Growth

Revenue Growth
GCMG
6.8%
SRCE
16.8%
Earnings Growth
GCMG
104.4%
SRCE
31.5%

Financial Health

Debt/Equity
GCMG
3.85
SRCE
--
Current Ratio
GCMG
2.99
SRCE
--
Quick Ratio
GCMG
2.87
SRCE
--

Dividends

Dividend Yield
GCMG
4.9%
SRCE
2.14%
Payout Ratio
GCMG
107.14%
SRCE
23.71%

AI Verdict

GCMG NEUTRAL

GCMG presents a complex profile with a stable but mediocre Piotroski F-Score of 4/9 and a significant disconnect between its Graham Number ($2.05) and Intrinsic Value ($12.39). While the company exhibits explosive earnings growth (104.4% YoY) and an attractive forward P/E of 9.22, these strengths are offset by a critical dividend payout ratio of 107.14%, indicating an unsustainable yield. Technicals are currently heavily bearish (0/100), suggesting the market is discounting the strong earnings surprises in favor of broader sector headwinds or balance sheet concerns.

Strengths
Exceptional earnings growth (104.4% YoY and 149.2% Q/Q)
Strong operating margin of 31.01%
Attractive forward P/E ratio of 9.22 compared to trailing P/E of 23.31
Risks
Unsustainable dividend payout ratio (107.14%)
High Debt/Equity ratio of 3.85
Severe bearish technical trend (0/100) with 1-year price decline of 19%
SRCE BULLISH

SRCE exhibits strong fundamental growth and valuation appeal, trading significantly below both its Graham Number ($86.87) and estimated Intrinsic Value ($189.09). While the Piotroski F-Score of 4/9 indicates stable but not exceptional financial health, the company's earnings track record is exemplary, with consistent beats over 25 quarters and 31.5% YoY earnings growth. Despite bearish insider sentiment and a low technical trend score, the low P/E ratio relative to the sector and sustainable dividend payout ratio support a bullish outlook.

Strengths
Exceptional earnings track record with consistent surprises over 25 quarters
Strong YoY earnings growth of 31.5% and revenue growth of 16.8%
Trading at a discount to the Graham Number ($86.87) and Intrinsic Value ($189.09)
Risks
Bearish insider activity with recent officer sales
Moderate Piotroski F-Score (4/9) suggesting room for balance sheet improvement
Low dividend yield (2.14%) compared to some regional bank peers

Compare Another Pair

GCMG vs SRCE: Head-to-Head Comparison

This page compares GCM Grosvenor Inc. (GCMG) and 1st Source Corporation (SRCE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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