Gladstone Investment stock
GAINNASDAQGladstone Investment Corp., Financial ServicesISIN US3765461070
77Score 77 out of 100, Strong
Price and trend
64 / 100
Price history
+6.4% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 3.4% below it.
Since April 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 53).
The price is 13% below its 52-week high. Largest decline in 20 years: 85% (January 2007 to March 2009).
Chart figures for advanced users
- SMA 50$15.44
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$15.40
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)53
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$13.48
- The lowest closing price of the last twelve months.
- Resistance$17.00
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Gladstone Investment Corp. belongs to the Asset Management industry (United States) and, with a market value of $592.15M, is number 108 of 131 companies in its industry on MEQIRI.
- In fiscal 2026 it reported revenue of $71.48M (up 16% year on year) and earnings of $184.75M (up 182.8%).
- MEQIRI Score 77 out of 100 (Strong): rank 150 of 975 in Financial Services, median 68.
Show more
- The P/E is 3.9 (Asset Management median 14, own median of recent years 5.7).
- Our model puts fair value at $49.08, with the price 70% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Modestly valuedP/E 3.9, Asset Management median 14, own median 5.7.Valuation 100
- High return on equityReturn on equity 23.9% over the last 12 months.Profitability 88
- Earnings per share growingUp 30.1% a year since 2021.Growth 77
Weaknesses
- DilutionShare count up 17% since 2021.Capital allocation 52
Its standout strengths are valuation and fundamentals, while momentum holds the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 78 to 77.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among smaller stocks.
From 2016 to 2025, 14 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- solid fundamentals
- calm price action
Valuation
Valuation signal
Significantly undervaluedIn our model the price counts as cheap below $40.90 and expensive above $61.34 (uncertainty low, based on the price swings of the past year).
The two parts of the fair value come to $44.31 (excess return model) and $53.84 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $45.38, at 7.8% it would be $54.61.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue fell 2.3% on the twelve months before. Revenue swung sharply, with 2 of 20 years negative.
Margins
- Operating margin
- Net margin
In fiscal 2026: operating 316%, net 258%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 100%.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 2 Feb 2027in 81 days
- Last reported
- 9 Nov 2026EPS reported $0.18 (expected $0.26)below expectations
Analyst estimates
Analysts have cut their 2028 earnings estimate by 6.3% since 15 Oct 2026. Falling estimates often precede bad news.
- Earnings per share
- $0.96−3.8%
- Revenue
- $106.91M−0.8%
- Earnings per share
- $0.99−6.3%
- Revenue
- $113.08M−1.2%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −3.0%No guidance; the portfolio weighted average yield is expected to increase modestly from new investments, and an exit is expected to close in the coming months.
“Given our recent investment activity, we expect the portfolio's weighted average yield to increase modestly as the investments originated subsequent to quarter end include interest rate floors above the weighted average of our existing portfolio.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 7 Aug 2026 (fiscal Q1 2027), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
One insider bought on the open market in the last 6 months, $39,248 in total.
- Ritchie TaylorPurchase
18 Aug 2026, Chief Financial Officer
- Shares
- 1,500
- Price
- $16.20
- Value
- $24,300
- Ritchie TaylorPurchase
19 May 2026, Chief Financial Officer
- Shares
- 315
- Price
- $16.13
- Value
- $5,080
- Ritchie TaylorPurchase
18 May 2026, Chief Financial Officer
- Shares
- 150
- Price
- $16.29
- Value
- $2,444
Show 1 more
- Ritchie TaylorPurchase
15 May 2026, Chief Financial Officer
- Shares
- 450
- Price
- $16.50
- Value
- $7,425
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Gladstone Investment
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 77
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- EvliEVLI.HE $636.85M70
- SvolderSVOL-B.ST $633.47M53
- New Mountain FinanceNMFC $630M40
- SLR InvestmentSLRC $623.12M60
- Vinci Compass InvestmentsVINP $578.39M55
- Nuveen Churchill Direct LendingNCDL $577.03M54
- TINCTINC.BR $568.42M60
- MSC Income FundMSIF $561.2M67
ETFs that hold Gladstone Investment
Held by 1 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Listed Private Equity UCITS ETFIQQL | 0.22% | 0.75% | €685.36M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 31 Mar 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 18 Oct 2026)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.