GPGI, Inc.

NYSE:GPGI Lagerbericht

Marktkapitalisierung: US$4.5b

GPGI Zukünftiges Wachstum

Future Kriterienprüfungen 6/6

GPGI wird ein jährliches Gewinn- und Umsatzwachstum von 89.2% bzw. 64% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 110.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 40.6% betragen.

Wichtige Informationen

89.2%

Wachstumsrate der Gewinne

110.32%

EPS-Wachstumsrate

Tech Gewinnwachstum10.2%
Wachstumsrate der Einnahmen64.0%
Zukünftige Eigenkapitalrendite40.59%
Analystenabdeckung

Low

Zuletzt aktualisiert15 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

GPGI: Future Upside Will Rely On Credibility Versus Short Seller Allegations

Analysts have kept their $24.33 price target for GPGI broadly unchanged, reflecting only minor tweaks to the discount rate and forward P/E assumptions rather than any shift in the core outlook. What's in the News Jehoshaphat Research disclosed a short position in GPGI, calling the company a "fundamentally flawed financial scheme" and claiming key metrics and management projections are misleading due to what it describes as a "bizarre" incentive structure (Periodicals).

GPGI: Future Upside Will Depend On Premium Card Issuer Partnerships

Analysts now see GPGI’s fair value edging to about $24.33 from roughly $24.20. The updated price target reflects a higher assumed discount rate, a very large adjustment to projected revenue growth, a lower profit margin outlook, and a higher future P/E, informed in part by recent commentary that JPMorgan Chase taking over the Apple Card program could be a positive readthrough for key suppliers like CompoSecure.

GPGI: Major Issuer Partnerships Will Shape Future Margin Quality And Upside

Analysts kept their GPGI fair value target steady at $22.00. They cited updated assumptions that reflect higher expected revenue growth, a lower profit margin profile, a higher future P/E, and a slightly higher discount rate informed in part by recent research around card-issuing partnerships such as the Chase and Apple Card shift.

GPGI: Issuer Relationships With Premium Card Programs Will Shape Future Upside Potential

Analysts have trimmed their price target on GPGI from $25.50 to $24.20, reflecting slightly lower fair value and modestly softer assumptions on growth and margins, even as they acknowledge potential upside for card manufacturers highlighted in recent Street research. Analyst Commentary Recent Street research on card manufacturers is feeding into the debate around GPGI, especially as large issuers like JPMorgan Chase adjust their credit card partnerships.

GPGI Inc. (GPGI): The Multi-Industry Compounder – Launching the "Permanent Capital" Era in 2026.

GPGI Inc., formerly known as CompoSecure, is navigating a transformative first quarter following its major corporate rebrand and the $5 billion acquisition of Husky Technologies. As of the March 4, 2026, close, the stock is trading at $23.50 , posting a sharp 6.29% gain during the session.

GPGI: Apple Card Transition To Chase Will Shape Future Margin Profile

Narrative Update on GPGI The analyst price target for GPGI remains at $22.00, with analysts keeping their fair value view steady while modestly adjusting assumptions on discount rate, revenue growth, profit margin and future P/E in light of recent bullish Street commentary on CompoSecure's exposure to the Apple Card transition to JPMorgan Chase. Analyst Commentary Street research around CompoSecure, which sits within GPGI's portfolio exposure, has centered on the potential impact of JPMorgan Chase taking over the Apple Card program.

GPGI: Margin Progress And Issuer Partnerships Will Guide Balanced Future Outlook

Narrative Update Analysts lifted their price target on GPGI from US$25.50 to US$26.00, citing sustained margin improvement, stronger organic growth, and potential upside from issuer partnerships similar to the recent street commentary on CompoSecure. Analyst Commentary Recent research on CompoSecure is shaping how investors think about GPGI, particularly where card manufacturing, issuer relationships, and margins intersect.

GPGI: Margin Progress And Husky Deal Will Shape Balanced Future Outlook

Analysts lifted their price target on GPGI by US$4 to US$25, citing updated assumptions around discount rates, revenue growth, margins, and a higher future P/E multiple after reviewing recent research on CompoSecure and related card and equipment deals. Analyst Commentary Bullish Takeaways Bullish analysts point to recent Street work on CompoSecure, including higher price targets in the US$20 to US$26 range, as support for using a higher future P/E multiple in GPGI models tied to premium metal card demand.

CMPO: Husky Deal And Card Contract Shifts Will Shape Future Margin Profile

Analysts have nudged their average price target on CompoSecure to around US$22, reflecting updated views on discount rates, profit margins, and future P/E as they factor in recent research highlighting potential benefits from the Chase Apple Card transition, margin trends, and the Husky Technologies acquisition. Analyst Commentary Recent research on CompoSecure has centered on three themes that matter for equity holders: the potential impact of the Chase Apple Card transition, the trajectory of margins following recent results, and how the Husky Technologies acquisition could influence growth and execution risk.

CMPO: Husky Acquisition Will Drive Long-Term Earnings Power And Margin Expansion

Analysts have lifted their fair value estimate for CompoSecure from $16.00 to $22.00 per share, citing stronger organic revenue growth, materially higher margin expectations, and sustained momentum from recent acquisitions and platform partnerships. Analyst Commentary Street research has grown more constructive on CompoSecure as execution has improved, with multiple firms lifting price targets following stronger than expected quarterly results and the announced acquisition of Husky Technologies.

CMPO: Margin Expansion And Husky Acquisition Will Drive Future Share Price Strength

Analysts have nudged their blended price target for CompoSecure slightly higher, from roughly $25.17 to $25.50. They point to sustained margin expansion, faster organic growth and incremental value from the Husky Technologies acquisition as key drivers.

CMPO: Margin Expansion And Synergy Realization Will Drive Share Price Strength

CompoSecure's average analyst price target has risen notably following positive updates on margin improvements, robust growth, and synergies from its recent acquisition. Targets have increased by $4 to $5 per share as analysts cite sustained business momentum and successful execution.

CMPO: Margin Expansion And Acquisition Integration Will Drive Share Performance

CompoSecure’s consensus analyst price target has increased from $21.33 to $25.17 per share. This move is driven by analysts citing stronger revenue growth forecasts, sustainable margin improvements, and upside from recent acquisitions and partnerships.

CMPO: Card Growth And New Fintech Offerings Will Drive Market Expansion

Analysts have increased their price target for CompoSecure by $0.67 to $21.33. They cite sustained customer growth and recent strategic partnerships as key drivers supporting the company's outlook.

CompoSecure: A Profitable Fintech Supplier That's Fairly Priced

Oct 28

Premium Cards And Digital Security Will Expand Global Markets

Analysts have revised CompoSecure’s price target upwards from $19.00 to $20.67. They cite improved management execution, new strategic partnerships, and continued platform enhancements as key factors supporting the updated outlook.

Premium Cards And Digital Security Will Expand Global Markets

With both the discount rate (8.15%) and consensus revenue growth (33.9% per annum) unchanged, analysts maintained their price target for CompoSecure at $19.00. What's in the News CompoSecure is showcasing its Arculus direct onchain tap-to-pay capability, enabling direct crypto payments at traditional POS terminals without requiring new hardware for providers.

CompoSecure: Taking Profits

Feb 16
User avatar

Tactical Moves And Market Expansion Boost Prospects Amid Margin Concerns

Simplified corporate structure and strategic acquisition likely to enhance investor attraction and positively impact CompoSecure's stock valuation.

CompoSecure: Hitting The Right Notes

Aug 13

We Think CompoSecure's (NASDAQ:CMPO) Robust Earnings Are Conservative

May 13
We Think CompoSecure's (NASDAQ:CMPO) Robust Earnings Are Conservative

CompoSecure, Inc. (NASDAQ:CMPO) Shares Could Be 41% Below Their Intrinsic Value Estimate

Jan 27
CompoSecure, Inc. (NASDAQ:CMPO) Shares Could Be 41% Below Their Intrinsic Value Estimate

CompoSecure: You Can Leave Home Without It

Jan 21

Why CompoSecure, Inc. (NASDAQ:CMPO) Could Be Worth Watching

Nov 12
Why CompoSecure, Inc. (NASDAQ:CMPO) Could Be Worth Watching

CompoSecure, Inc. (NASDAQ:CMPO) Shares Could Be 22% Below Their Intrinsic Value Estimate

Jan 20
CompoSecure, Inc. (NASDAQ:CMPO) Shares Could Be 22% Below Their Intrinsic Value Estimate

Gewinn- und Umsatzwachstumsprognosen

NYSE:GPGI - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20271,152217N/AN/A3
12/31/20261,350241N/AN/A2
12/31/202560-136-23-23N/A
9/30/2025161-2172225N/A
6/30/2025268-756167N/A
3/31/2025376-369299N/A
12/31/2024421-54121130N/A
9/30/2024420-13112122N/A
6/30/202440937109117N/A
3/31/202439923104113N/A
12/31/20233911993104N/A
9/30/2023385198089N/A
6/30/2023391158394N/A
3/31/20233901894106N/A
12/31/2022378198493N/A
9/30/2022360-45104112N/A
6/30/2022323-3095102N/A
3/31/2022288-177884N/A
12/31/202126837378N/A
9/30/2021246665762N/A
6/30/2021244696568N/A
3/31/2021244736770N/A
12/31/2020261788087N/A
12/31/2019243817281N/A
12/31/201815552N/A39N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: GPGI wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.4%).

Ertrag vs. Markt: GPGI wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: GPGI wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: GPGIDie Einnahmen des Unternehmens (64% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.1% pro Jahr).

Hohe Wachstumseinnahmen: GPGIDie Einnahmen des Unternehmens (64% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: GPGIDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (40.6%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/01 05:38
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

GPGI, Inc. wird von 6 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jinli ChanBofA Global Research
Mark PalmerBTIG
Joseph FlynnCompass Point Research & Trading, LLC