Grindr Inc.
$10.90
-14%Grindr Inc. operates social network platform for the LGBTQ community. Its platform enables gay, bi, trans, and queer people to engage with each other, share content and experiences, and express themselves. It offers a free, ad-supported service and a premium subscription version. The company was founded in 2009 and is based in West Hollywood, California.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is mid-range (P/E 21.8).
Valuation inputs: P/E 21.8, earnings yield +4.6%, momentum -13.6%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is acceptable (ROE +2.0%, ROIC +21.6%).
Profitability stack: net margin +21.5%, ROE +2.0%, ROIC +21.6%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceDownside profile is elevated and scenario stress-testing is essential.
Risk factors: liabilities/assets +91.1%, momentum -13.6%, net margin +21.5%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Grindr Inc. Market vs Earnings Trajectory
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Grindr Inc. Fair Value Envelope
Grindr Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Outstanding operational efficiency. The company generates substantial profit from core operations.
Net Profit Margin
Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.
Effective Tax Rate
Moderate tax rate typical for most corporations. Represents standard tax burden on profits.
Profitability Insight
Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.
Grindr Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.
Cash Flow Quality Insight
Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.
Grindr Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.
Debt-to-Equity Ratio
High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.
Working Capital
Positive working capital, but relatively tight. The company should monitor cash flow carefully.
Asset Composition
Capital-intensive business with significant long-term investments in property, equipment, or intangibles.
Grindr Inc. Street Expectations Map
Wall Street analysts project that GRND stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 16.00, with estimates ranging from a low of 14.00 to a high of 18.00.
The consensus 1-year price target stands at 16.00, with estimates ranging from a low of 14.00 to a high of 18.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Grindr Inc. Insider Positioning
During the last 12 months, insiders have purchased $22.44M and sold $108.46M worth of GRND shares, resulting in $86.02M of net selling activity.
3 Months
0
0.00
16.2K
235.85K
-236K
-$236K
3-6 Months
0
0.00
4.0M
44.96M
-45.0M
-$44.96M
6-9 Months
1.7M
22.44M
4.2M
56.86M
-34.4M
-$34.43M
9-12 Months
0
0.00
287.7K
6.40M
-6.4M
-$6.40M
Top Buyers
Zage George Raymond Iii
Director, 10 Percent Owner:
$22.44M
Top Sellers
Lu James Fu Bin
10 Percent Owner
$100.41M
Balance Austin J
Officer: Chief Product Officer
$3.58M
Mehta-Krantz Vandana
Officer: Chief Financial Officer
$2.31M
Katz Zachary
Officer: Gc And Head Of Global Affairs
$1.92M
Richardson Nathan
Director
$230K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $86.02M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
grnd Dividend History
Learning Layer
Related Guides
Build conviction on GRND by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.