Grindr Inc.

NYSE:GRND 株式レポート

時価総額:US$2.3b

Grindr バランスシートの健全性

財務の健全性 基準チェック /36

Grindrの総株主資本は$839.0K 、総負債は$391.1Mで、負債比率は46613.8%となります。総資産と総負債はそれぞれ$470.9Mと$470.1Mです。 Grindrの EBIT は$149.5Mで、利息カバレッジ比率7.3です。現金および短期投資は$23.8Mです。

主要情報

46,613.83%

負債資本比率

US$391.09m

負債

インタレスト・カバレッジ・レシオ7.3x
現金US$23.81m
エクイティUS$839.00k
負債合計US$470.09m
総資産US$470.92m

財務の健全性に関する最新情報

更新なし

Recent updates

ナラティブの更新 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).
Seeking Alpha May 11

Grindr: Steady Growth And High Insider Ownership Lead To A GARP Play

Summary Grindr remains the dominant dating app for gay men since its 2009 launch. GRND's user base is expanding rapidly, with MAUs up 38% over four years and paying users up 130% since year-end 2021. 2026 has gotten off to a hot start with 38% revenue growth YoY and top and bottom-line guidance being revised upward. Insider ownership is very high at above 60% and the CEO has high skin in the game and a history of success as a public company CEO. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
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新しいナラティブ 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.
分析記事 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 Alpha
Seeking 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 Alpha
分析記事 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 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 Alpha
Seeking 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 Alpha
分析記事 May 06

We Like These Underlying Return On Capital Trends At Grindr (NYSE:GRND)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...

財務状況分析

短期負債: GRNDの 短期資産 ( $104.5M ) が 短期負債 ( $79.4M ) を超えています。

長期負債: GRNDの短期資産 ( $104.5M ) は 長期負債 ( $390.6M ) をカバーしていません。


デット・ツー・エクイティの歴史と分析

負債レベル: GRNDの 純負債対資本比率 ( 43775.9% ) は 高い と見なされます。

負債の削減: GRNDの負債対資本比率は、過去 5 年間で69.7%から46613.8%に増加しました。

債務返済能力: GRNDの負債は 営業キャッシュフロー によって 十分にカバー されています ( 38.7% )。

インタレストカバレッジ: GRNDの負債に対する 利息支払いEBIT ( 7.3 x coverage) によって 十分にカバーされています


貸借対照表


健全な企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 23:41
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Grindr Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Andrew BooneCitizens JMP Securities, LLC
Nicholas JonesCitizens JMP Securities, LLC
Eric SheridanGoldman Sachs