Grandstand Limited (GRSD) AI Stock Analysis

Grandstand Limited, formerly known as Gambling.com Group Limited, provides marketing and sports data services for the gambling sector internationally. It delivers digital marketing alongside consumer and enterprise data subscription services for iGaming and social casino operators. The company also offers intra group and ticketing services, as well as fantasy data. Through its proprietary sports data platform and brands including OddsJam, OpticOdds, and RotoWire, it delivers sports betting and fantasy sports content. It also operates websites such as Gambling.com, Bookies.com, Casinos.com, Freebets.com, BonusFinder.com, and Spotlight.Vegas, alongside localized websites across individual U.S. and Canadian states.

Revenue grew at a 3-year CAGR of 29.3% from $76.5M in FY2022 to $165.4M in FY2025, driven by 42.0% growth in FY2023, 17.1% in FY2024, and 30.1% in FY2025. Gross margin was 96.1% in FY2022, 91.6% in FY2023, 94.1% in FY2024, and 90.8% in FY2025. Operating margin declined from 29.7% in FY2024 to 19.2% in FY2025, while net income shifted from $30.7M to -$32.9M. Over the trailing twelve months, revenue reached $163.4M with an operating margin of 6.5% and a net profit margin of -22.4%. For the latest quarter ended June 30, 2026, revenue fell 4.6% year-over-year.

As of June 30, 2026, Grandstand Limited held $9.4M in cash and short-term investments against total debt of $126.5M, resulting in net debt of $117.1M. Shareholders' equity stood at $104.6M against total assets of $284.4M, resulting in a debt-to-equity ratio of 1.21 and a current ratio of 0.59. In FY2025, the company generated $19.1M in operating cash flow and $14.3M in free cash flow. Capital allocation in FY2025 included $4.8M for capital expenditures and $5.6M for share buybacks.

Grandstand Limited has a market capitalization of $48.1M and an enterprise value of $172.1M. Its forward P/E ratio of 17.7x sits above the 14.1x median of its US-listed Consumer Cyclical peers. However, its price-to-sales ratio of 0.3x and EV-to-EBITDA multiple of 11.0x trade below the peer group medians of 0.7x and 11.1x, respectively. The stock closed at $1.35 on October 16, 2026, trading near its 52-week low of $1.32 and well below its 52-week high of $2.41, while the S&P 500 (SPY) returned 16.8% over the past year.

Wall Street analysts maintain 5 Strong Buy, 1 Buy, and 2 Hold ratings on the stock. The mean price target is $4.43, representing a 228.0% premium over the last close of $1.35. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $165.4M and EPS of $0.43, which marks an EPS decline of 65.5%. For the next fiscal year, 4 analysts estimate revenue of $179.3M and EPS of $0.59. Grandstand Limited beat EPS expectations in 2 of the last 4 quarters, with its next earnings report scheduled for November 12, 2026.

This page is an AI-written research summary of Grandstand Limited (GRSD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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