Gartner, Inc. (IT)

Stalwart

FairStock Score: 60/100 — STEADY

Key Financials

Current Price$235.26
Market Cap$14.9B
P/E Ratio21.14
ROE113.58%
Dividend Yield0%
SectorTechnology

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for businesses that earn high returns on capital, generate cash, and sell at a sensible price. Gartner is a technology-research and advisory firm with three segments—Insights, Conferences and Consulting—and 19,285 employees. The attraction is subscription-like Insights work, which helps explain trailing free cash flow of $1.3B and an 8.8% FCF yield on the $14.6B market cap at the 2026-10-26 close. On quality, FairStock's ROE is 113.58%, but P/B is 157.24, so the return is flattered by a very small equity base; D/E is 52.93. ROCE is 10.17%, more modest. Growth is uneven: in fiscal year 2025 (ended 2025-12-31), revenue was $6.5B and net income $729.2M, versus fiscal year 2024 (ended 2024-12-31) revenue of $6.3B and net income of $1.3B; fiscal year 2023 (ended 2023-12-31) had revenue of $5.9B and net income of $882.5M. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $1.7B and net income $275.5M, compared with fiscal Q2 2025, the quarter ended 2025-06-30, revenue of $1.7B and net income of $240.8M—flat revenue, better profit. The Lynch category is STALWART, with five-year profit growth of 22.3% and revenue growth of 9.6%, though current revenue growth is -0.62%. At $231.03, FairStock-calculated P/E 20.76 and PEG 1.43 look fair rather than bargain; EV/EBITDA 11.95 supports that. Piotroski 6/9 and Altman 2.92 suggest reasonable but not pristine health. I would call it a good cash-generating franchise with a stalled top line, priced roughly fairly.

In plain English: Gartner sells business and technology research, runs conferences, and provides consulting. It makes strong cash flow and profits, but sales have lately been flat, and the share price looks roughly in line with its earnings rather than a clear bargain or obviously overpriced. One caution: the owners' equity on its books is very small, so some headline returns look extreme.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer