GPGI, Inc.

Informe acción NYSE:GPGI

Capitalización de mercado: US$4.5b

GPGI Crecimiento futuro

Future controles de criterios 6/6

Se prevé un crecimiento anual de los beneficios y los ingresos de GPGI de 89.2% y 64% por año respectivamente. Se prevé que el BPA crezca en un 110.3% al año. Se espera que la rentabilidad financiera sea de 40.6% en 3 años.

Información clave

89.2%

Tasa de crecimiento de los beneficios

110.32%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Tech11.0%
Tasa de crecimiento de los ingresos64.0%
Rentabilidad financiera futura40.59%
Cobertura de analistas

Low

Última actualización15 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

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

Previsiones de crecimiento de beneficios e ingresos

NYSE:GPGI - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que GPGI sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que GPGI sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que GPGI sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (64% al año) de GPGI crezcan más rápidamente que los del mercado US (11.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (64% al año) de GPGI crezcan más rápidamente que un 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de GPGI sea muy elevada dentro de 3 años (40.6%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 03:24
Precio de las acciones al final del día2026/05/04 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

GPGI, Inc. está cubierta por 6 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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