Grindr Gestion
Gestion contrôle des critères 2/4
Le PDG Grindr est George Arison, nommé en Oct2022, a un mandat de 3.67 ans. La rémunération annuelle totale est $ 56.17M, composée du salaire de 1.8% et des bonus 98.2%, y compris les actions et options de la société. détient directement 0.33% des actions de la société, d'une valeur de $ 7.91M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.2 ans et 2.3 ans.
Informations clés
George Arison
Directeur général
US$56.2m
Rémunération totale
| Pourcentage du salaire du PDG | 1.78% |
| Durée du mandat du directeur général | 3.7yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 2.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 2.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 22
GRND: Buybacks And Higher Earnings Guidance Will Support Future Upside
Analysts have maintained their Grindr fair value estimate at $18.20 per share, making only slight adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E that support the updated price target rationale. What's in the News for Grindr Grindr shares recently rose 5.8%, with the move linked in news reports to revenue trends tied to product changes, monetization efforts, advertising partnerships, and user engagement.Article d’analyse • Jun 21
Grindr (GRND) Stock Could Be 26.6% Undervalued As Growth Momentum Meets Fresh Doubts
Recent commentary on Grindr (GRND) has pulled investors in two directions, with bullish views citing strong revenue growth and engagement, and a contrasting bearish thesis warning of weakening fundamentals and rising competitive and pricing pressures. See our latest analysis for Grindr. Grindr’s recent 14.69% 7 day share price return and 5.62% 90 day share price return suggest short term momentum is building, although the 1 year total shareholder return is still down 40.90% against a stronger...Mise à jour du récit • Jun 03
GRND: Ongoing Buybacks And Higher Guidance Will Support Future Upside Potential
Analysts have kept their Grindr fair value target steady at $18.20, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning this unchanged view. What's in the News Grindr completed a share repurchase tranche, buying 3,439,381 shares from January 1 to March 31, 2026, for US$50 million, and has now repurchased a total of 28,568,670 shares for US$500.51 million under the program announced on March 5, 2025.Seeking Alpha • May 25
Grindr Is Producing Unusual Results For A Dating App
Summary Grindr rejected an $18/share takeover bid, as the board deemed it undervalued the company's growth potential. GRND continues to deliver revenue growth exceeding 30% YoY, bucking the deceleration trend seen in peers like MTCH and BMBL. Management raised 2026 guidance to at least $535M in revenue and $227M EBITDA, citing accelerating momentum. A premium tier, Edge, is expected to launch in late 2026 or early 2027, providing a new growth catalyst. Read the full article on Seeking AlphaMise à jour du récit • May 20
GRND: Expanded Buyback Program Will Support Future Upside Potential
Analysts now cite slightly higher profit margin assumptions and a lower future P/E outlook as key reasons for nudging their Grindr price target from $18.00 to $18.20. What's in the News Grindr increased its equity buyback authorization by US$400 million to a total of US$900 million and extended the program through March 2029, which signals an ongoing commitment to returning capital to shareholders (Buyback, Change in Plan Terms).Mise à jour du récit • Apr 27
GRND: Expanded Buyback And Stable Long Term Outlook Will Drive Future Upside
Analysts have kept their $18.00 price target for Grindr unchanged, citing a largely consistent view on long term revenue growth, profit margins and future P/E, with only minor adjustments to discount rate assumptions. What's in the News Grindr for Equality launched "Out in the Open," a new content series focused on chemsex, created with UK-based LGBTQ+ peer-support non-profit You Are Loved and other partners.Mise à jour du récit • Apr 13
GRND: Expanded Buyback And 2026 Revenue Outlook Will Drive Future Upside
Analysts now see Grindr's fair value holding at $18.00, with only modest tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E. This supports a largely unchanged price target view.Mise à jour du récit • Mar 29
GRND: Expanded Buyback Authorization And 2026 Revenue Outlook Will Support Upside
Analysts have kept their Grindr price target steady at $18.00, reflecting largely unchanged assumptions on growth, profitability, and future P/E, while making only minor tweaks to the discount rate in their valuation work. What's in the News Grindr Inc.
Nouveau récit • Mar 13
AI And Health Service Execution Risks Will Constrain Margins Yet Support A Modest Upside
Catalysts About Grindr Grindr operates a global LGBTQ+ social networking platform that monetizes primarily through paid subscriptions, advertising, and emerging health related services. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 10
GRND: Expanded Buyback And 2026 Outlook Will Underpin Future Upside
Analysts have trimmed their price target on Grindr from $21.75 to $18.00. This reflects updated assumptions for revenue growth, profit margins, discount rate and future P/E that point to a more conservative outlook on the stock's fair value.
Nouveau récit • Feb 26
Future AI Features And Young User Base Will Drive A Powerful Long Term Upside Narrative
Catalysts About Grindr Grindr operates a global social networking app focused on connections for gay and bi men, monetized through subscriptions and advertising. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 24
GRND: Cancelled Takeover And Refined Assumptions Will Support Future Upside
Analysts now set their fair value estimate for Grindr at $21.75 per share, with only minor model adjustments to the discount rate, long term revenue growth, profit margin, and future P/E supporting a slightly refined price target framework. What's in the News Tiga Investments, Big Timber Holdings, Longview Capital Group and related entities, along with James Fu Bin Lu and Zage George Raymond III, submitted a non binding proposal to acquire Grindr Inc.Mise à jour du récit • Feb 10
GRND: Cancelled Take Private Proposal Will Support Future Upside
Analysts have kept their price target for Grindr steady at US$21.75, with only minimal tweaks to assumptions such as discount rate, long term revenue growth, profit margin, and future P/E. This reflects largely unchanged views on the company’s valuation drivers.Mise à jour du récit • Jan 27
GRND: Share Repurchases And Cancelled Take Private Proposal Will Support Future Upside
Analysts have maintained their fair value estimate for Grindr at US$21.75 per share, with only slight tweaks to the discount rate and long term P/E inputs. This reflects steady underlying assumptions rather than a material shift in the thesis.Mise à jour du récit • Jan 10
GRND: Share Repurchases And Cancelled Take Private Proposal Will Support Future Upside
Analysts have kept their fair value estimate for Grindr steady at US$21.75 per share, with only minor tweaks to inputs such as the discount rate and assumed future P/E. These changes reflect small refinements to their valuation framework rather than a shift in their overall view.Mise à jour du récit • Dec 23
GRND: Share Repurchases Will Support Stronger Future Earnings Power
Analysts have nudged their price target on Grindr slightly higher to 21.75 dollars, citing marginal improvements in the company’s discount rate assumptions and long term profitability outlook that support maintaining a robust multiple on future earnings. What's in the News Shareholders ended talks on a planned 3.5 billion dollar take private deal, with the special committee citing concerns over financing certainty after initially reviewing a leveraged bid backed by a 1.0 billion dollar term loan and up to 100 million dollars in new equity (company filings).Mise à jour du récit • Dec 09
GRND: Share Repurchases And Canceled Takeover Will Support Higher Future Price
Narrative Update Analysts have modestly refined their assumptions on Grindr, resulting in a largely unchanged fair value estimate of $21.75 per share. A slightly lower discount rate and adjusted forward valuation expectations largely offset each other in their updated model.Mise à jour du récit • Nov 25
GRND: Upcoming Buyout Offer Will Drive Shares Toward Higher Levels
Narrative Update on Grindr: Analyst Price Target Adjustment Analysts have slightly lowered their price target for Grindr from $22.25 to $21.75 per share, citing modest shifts in financial forecasts and valuation metrics. What's in the News Grindr Inc.Mise à jour du récit • Nov 07
GRND: Buyout Proposal And Margin Gains Will Drive Shares Higher
Analysts have slightly reduced their fair value estimate for Grindr from $22.75 to $22.25 per share. This change is attributed to diminished revenue growth forecasts, which are partially offset by improved profit margin expectations.Article d’analyse • Aug 14
Grindr Inc.'s (NYSE:GRND) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
NYSE:GRND 1 Year Share Price vs Fair Value Explore Grindr's Fair Values from the Community and select yours...Mise à jour du récit • Aug 08
Emerging Markets And AI Will Unlock Future Opportunities
Grindr's price target has been revised downward to $23.75, primarily driven by a decline in net profit margin despite a modest uptick in revenue growth expectations. What's in the News Grindr reaffirmed full-year 2025 guidance, projecting 26% or greater revenue growth based on strong user trends and second quarter performance.Article d’analyse • Jul 22
Grindr Inc.'s (NYSE:GRND) Intrinsic Value Is Potentially 84% Above Its Share Price
Key Insights The projected fair value for Grindr is US$36.46 based on 2 Stage Free Cash Flow to Equity Current share...Nouveau récit • May 05
Rapid Product Launches And Global Expansion Will Create Future Opportunities
Rapid product innovation and global brand expansion drive strong growth, enhancing revenue and market positioning.Article d’analyse • May 04
Investors Appear Satisfied With Grindr Inc.'s (NYSE:GRND) Prospects As Shares Rocket 35%
The Grindr Inc. ( NYSE:GRND ) share price has done very well over the last month, posting an excellent gain of 35%. The...Seeking Alpha • Mar 07
Grindr: Still Growing, But Deceleration Is A Good Time To Pause On This Investment (Rating Downgrade)
Summary Shares of Grindr dropped ~15% after reporting Q4 results, with investors reacting harshly to a slowdown in paid user adds and a slight margin pullback. The company's FY25 outlook also calls for a 10+ point deceleration in revenue growth to 24%, though we have to take this in context against the broader dating app industry. Grindr still maintains a healthy growth premium over its peers, with both Bumble and Match recently hitting negative revenue comps. Still, Grindr looks expensive at ~20x forward revenue. I'm taking the opportunity to reduce my position, but would add back at ~$12.50 (16x adjusted EBITDA). Read the full article on Seeking AlphaSeeking Alpha • Feb 16
Grindr: AI Innovation Grinds Higher; Increase Price Target To $22/Share
Summary Grindr expects revenue growth of 32-33% for 2024, driven by strong direct ad sales and subscriptions, maintaining an adj. EBITDA margin of at least 42%. The company redeemed public and private warrants, increasing stock float, which may attract institutional investors and reduce overhang over time. GRND's focus on product innovation and AI integration is expected to enhance platform stickiness and ARPPU growth, with a new target price of $22/share. Key new products like AI-powered chat summaries, A-List, Heat Map, and Travel Pass differentiate GRND from competitors and support its long-term valuation. Read the full article on Seeking AlphaArticle d’analyse • Jan 25
Investors Should Be Encouraged By Grindr's (NYSE:GRND) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Seeking Alpha • Jan 15
Grindr: How AI Is Poised To Become The Dating World's Ultimate Wingman
Summary Grindr's investment in AI aims to enhance user experience, increase pricing power, and drive revenue growth, positioning it as a leader in the LGBTQ dating app market. The AI agent feature could significantly boost GRND's revenue, with an estimated 3% and 5% upside for 2025 and 2026, respectively. GRND's employee-centric model and innovative approach attract top talent, further solidifying its competitive edge in the global internet sector. Potential regulatory risks and AI compliance issues could impact GRND's revenue outlook, but the company remains well-positioned to capitalize on the growing LGBTQ economy. Read the full article on Seeking AlphaSeeking Alpha • Oct 18
Grindr: The Untapped Value Of The Overlooked Rainbow Economy
Summary Grindr is the largest LGBTQ app globally, with significant user engagement and ARPU potential, making it an attractive investment with a $16/share target. GRND's predictable subscription-based revenue model and industry consolidation drive ARPU growth, positioning it favorably compared to traditional dating apps like Tinder and Bumble. Increasing broker coverage and investor interest in the LGBTQ vertical will likely boost fund flow and investment in GRND, enhancing its market position. Non-membership services in e-commerce, healthcare, and lifestyle present long-term growth opportunities, potentially transforming GRND into a super-app for the LGBTQ community. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Grindr Continues To Outmuscle The Competition
Summary Grindr has outperformed competitors like Match and Bumble, with shares up over 40% YTD due to strong user growth and high revenue generation. Grindr's brand recognition, feature innovation, and international growth opportunities distinguish it from generalist dating apps, driving its market momentum. With higher EBITDA margins than peers and a compelling valuation, I'm setting a price target of $16 for Grindr, or ~30% above current levels. Stay long on Grindr to capitalize on its continued market share gains and robust financial performance. Read the full article on Seeking AlphaArticle d’analyse • Aug 21
Why The 21% Return On Capital At Grindr (NYSE:GRND) Should Have Your Attention
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Jul 03
Grindr: Expensive, But Growth Is Lapping Peers
Summary Grindr stock has surged nearly 40% year to date, with impressive user growth rates and higher EBITDA margins compared to peers. Grindr's user growth and revenue growth outperform Match and Bumble, even though the company spends a negligible amount on sales and marketing, especially relative to peers. Grindr's recent uptick in paid users and ARPU is attributed to premium subscription offerings, improved chat features, and upcoming new features. Though expensive, Grindr's premium growth rates will continue to drive more upside for the stock. Initiating the stock at a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Jun 21
Grindr: Close To Fully Valued Despite Attractive Growth Prospects
Summary The company has leveraged the strength of its brand to demonstrate strong revenue growth. Margins are forecasted to remain above 40%, while its balance sheet health is expected to improve. However, increased competition and execution risks related to monetization make me conclude that shares are close to fully valued. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$85m |
| Dec 31 2025 | US$56m | US$1m | US$85m |
| Sep 30 2025 | n/a | n/a | -US$49m |
| Jun 30 2025 | n/a | n/a | -US$56m |
| Mar 31 2025 | n/a | n/a | -US$95m |
| Dec 31 2024 | US$7m | US$1m | -US$131m |
| Sep 30 2024 | n/a | n/a | -US$52m |
| Jun 30 2024 | n/a | n/a | -US$77m |
| Mar 31 2024 | n/a | n/a | -US$32m |
| Dec 31 2023 | US$6m | US$1m | -US$56m |
| Sep 30 2023 | n/a | n/a | -US$6m |
| Jun 30 2023 | n/a | n/a | -US$10m |
| Mar 31 2023 | n/a | n/a | -US$37m |
| Dec 31 2022 | US$44m | US$213k | US$852k |
Rémunération vs marché: La rémunération totale de George ($USD 56.17M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.28M ).
Rémunération et revenus: La rémunération de George a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
George Arison (47 yo)
3.7yrs
Titularisation
US$56,168,082
Compensation
Mr. George Arison serves as Chief Executive Officer of Grindr Inc. (formerly known as Grindr LLC) since October 15, 2022 and as its Executive Director since November 2022. He served as Chief Executive Offi...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Executive Director | 3.7yrs | US$56.17m | 0.33% $ 7.9m | |
| Chief Financial Officer | less than a year | US$16.19m | 0.0077% $ 181.7k | |
| Chief Legal Officer | 2.8yrs | US$6.08m | 0.039% $ 922.5k | |
| Chief Product Officer | 4.5yrs | US$7.94m | 0.51% $ 12.2m | |
| Chief Accounting Officer | 1.6yrs | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Chief Marketing Officer | less than a year | pas de données | pas de données | |
| Senior Vice President of Engineering | no data | pas de données | pas de données |
2.2yrs
Durée moyenne de l'emploi
48yo
Âge moyen
Gestion expérimentée: L'équipe de direction de GRND est considérée comme expérimentée (ancienneté moyenne 2.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Executive Director | 3.6yrs | US$56.17m | 0.33% $ 7.9m | |
| Lead Independent Director | 3.6yrs | US$315.36k | 6.52% $ 154.6m | |
| Independent Director | no data | pas de données | pas de données | |
| Independent Director | no data | pas de données | pas de données | |
| Director | 3.6yrs | US$160.83k | 53.69% $ 1.3b | |
| Independent Director | 1yr | US$407.82k | 0.0048% $ 114.1k | |
| Independent Director | 3.6yrs | US$321.55k | 0.017% $ 410.0k | |
| Independent Director | no data | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
53.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la GRND n'est pas considéré comme expérimenté ( 2.3 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/22 07:35 |
| Cours de l'action en fin de journée | 2026/06/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Grindr Inc. est couverte par 6 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Boone | Citizens JMP Securities, LLC |
| Nicholas Jones | Citizens JMP Securities, LLC |
| Eric Sheridan | Goldman Sachs |