GPGI, Inc.

GPGI · Other · FY2025 filings · · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

25

2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $268M to $59.8M, decreasing; diluted EPS 0.12 to -1.23, decreasing. Latest-filed diluted EPS remains usable for Business Trend, but an integer share-count change lacks enough evidence to confirm a comparable EPS basis; valuation growth therefore stays at 0%.

85

Median gross margin 52.6% over 7y, very stable.

83

Median ROIC 706.0%, above the 12% hurdle in 50% of years.

55

Net cash position — no leverage risk.

44

Owner earnings changed trend unclear over up to the ten most recent annual observations, share count n/a.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
$8.8M
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
$13.42
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. The recent FY revenue series does not trigger the three-consecutive-declines flag.

Among the current top-score group, the median current price is 238% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.

Score records captured Sep 4, 2026.

Exactly which 50 companies?

FTNT, META, MEDP, IBEX, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, CPRT, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, INTU, DECK, MORN, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE

Missing a usable price or zero-growth estimate: ANF.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

8 years of fundamentals

The business, in plain English

GPGI, Inc. booked $59.8M of revenue in FY2025 in the Other sector and kept 48.1% of it as gross profit — a solid-margin business by that measure. After every other cost, −227.3% of each revenue dollar reached the bottom line.

Across the filed record, revenue shrank from $243M (FY2019) to $59.8M (FY2025) — about −20.8% a year compounded over 6 years.

The balance sheet carried $0 of total debt in FY2025. Balance-Sheet Safety scores it 55/100.

Put together: Pricing Power is the strongest of the five filters (85/100) and Business Trend the weakest (25/100), which is how GPGI lands at 58/100 — a Shallow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2018–FY2025 · 8 fiscal years, normalized from GPGI’s SEC filings

Sales, as filed$59.8M FY2025
$0$200M$400M201820212025
Revenue kept after cost of goods48.1% FY2025
0%25%50%201820212025
Standard ROIC or separately labeled Operating ROICStandard ROIC −26.6% FY2025

Exact FY and FY-1 financing invested-capital inputs are required.. Exact FY and FY-1 Operating Invested Capital inputs are required.

−20%−10%0%201820212025
Cash an owner could take out−$134M FY2025
−$100M$0201820212025

The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Visual explainers

The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.

Moat Score history

1 logged reading since Sep 4, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale58.4 / 100
0406080100WideNarrowShallowNo moatSep 4, 2026

Score history begins Sep 4, 2026 — the record builds forward from here.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

None yet — GPGI has read Shallow moat for every logged capture since Sep 4, 2026.

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

This machine-readable surface covers SEC ownership filings from 2003; it does not represent earlier paper-era records.

Records still being gathered — partial as of retrieval Sep 5, 2026.

Trailing-12-month totals and the 90-day cluster result are withheld because this issuer walk is incomplete.

No reported Form 4 rows were captured for GPGI; the incomplete walk cannot establish zero activity, zero counts, or a negative cluster result.

A filing source-event date will appear when a Form 4 row is captured.

Retrieved .

Other context

#24 of 99 scored Other companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #22OPY OPPENHEIMER HOLDINGS INC.62.8 out of 100, Narrow moatNarrow moat
  2. #23SNFCA Security National Financial Corporation60.0 out of 100, Narrow moatNarrow moat
  3. #25WLTH Wealthfront Corporation57.9 out of 100, Shallow moatShallow moat
  4. #26PGY Pagaya Technologies Ltd.57.9 out of 100, Shallow moatShallow moat

Compare GPGI with its nearest peersAll Other companies on the Index →

Common questions about GPGI

Does GPGI, Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores GPGI, Inc. (GPGI) 58.4 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 25, pricing power 85, returns on capital 83, balance-sheet safety 55, capital allocation 44.
How has GPGI's Moat Score changed over time?
The record logs 1 reading since Sep 4, 2026; the latest reads 58.4 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.