GLOO

Gloo Holdings

Fundamental data last updated:April 13, 2026

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company profile

SECTOR

Technology

industry

Software - Application

Exchange

Nasdaq

County of HQ

United States

Next Earnings Date

04/14/26

Business Summary

Gloo Holdings operates as a software application platform, monetizing through subscription-based and enterprise software models typical of the sector. The business likely generates recurring revenue by embedding its applications into customer workflows, creating switching costs and data stickiness over time. High operating margins suggest scalable infrastructure where incremental revenue carries strong contribution margins once fixed costs are absorbed. The moat, if it holds, is rooted in platform integration, ecosystem entrenchment, and the compounding economics of recurring software revenue rather than hard assets or balance sheet strength.

 


VALUATION

P/E

-

Market Cap ($M USD)

$417

Forward P/E

-

PEG

-

PRICE TO SALES

5.2

PRICE TO BOOK

-

EV / EBITDA

-3.8

5-Year Average P/E

Free Cash Flow Yield

DCF Value

Graham Number

Price to FCF

EV to FCF

Earnings Yield

FCF Yield

DIVIDEND

Yield

-

Annual Payout

-

Payout Ratio

-

Consecutive Years of Dividend Growth

0

5-Year Dividend Growth Rate

-

Financial Health & Profitability

Earnings Per Share

-$2.14

Next Year EPS Growth Estimate

-$0.41

Next Year Revenue Growth Estimate

-

Return on Equity (ROE)

37.80%

FREE CASH FLOW

Operating Margin

-117.00%

Debt-to-Equity

-

Piotroski F-Score

-

Altman Z-Score

-3.9

Return on Invested Capital (ROIC)

58.60%

Current Ratio

0.8

Quick Ratio

Net Debt to EBITDA

Interest Coverage

Gross Profit margin

FCF PER SHARE

REVENUE PER SHARE

Gainseekers Quantitative Analysis

Summary

At a $417M market cap with no P/E, no Forward P/E, and EPS at -3.8 improving to an estimated -2.14 next year, this is not a valuation story — it’s a balance sheet survival story. The Altman Z-Score of -3.9 signals extreme financial distress risk, and the absence of positive earnings removes any traditional GARP framework from consideration. However, a 37.80% operating margin paired with a 58.60% ROIC is highly unusual for a company posting negative EPS, suggesting accounting distortions or capital structure complexity rather than pure operational weakness. The market is pricing this as a distressed tech asset, not a growth compounder, and based strictly on solvency metrics, that skepticism is justified.

AI Exposure / Tech Reliance

Operating in Software – Application within the Technology sector, the company sits in a segment that is inherently positioned to integrate AI-driven analytics, automation, and workflow optimization. Software application businesses typically benefit from scalable architectures, which makes AI integration margin-accretive rather than capital-intensive. If execution stabilizes financially, this industry backdrop provides structural resilience and optionality.

The Bull Case

A value-oriented investor looking purely at operating efficiency metrics would be forced to pay attention. A 37.80% operating margin and 58.60% ROIC imply that core operations, at least on paper, are generating exceptional returns on invested capital. Price/Sales at 5.2 is not extreme for a software company with that level of operating profitability, particularly if EPS improves from -3.8 to -2.14 next year. If the operating engine is real and losses are narrowing, this becomes a high-operating-leverage turnaround where modest revenue stabilization could dramatically shift bottom-line optics. In that scenario, the current $417M valuation could represent asymmetric upside relative to normalized earnings power.

The Bear Case

Now the reality check: Debt/Equity at -117.00% combined with a 0.8 current ratio is a flashing red light. Negative equity and sub-1 liquidity coverage materially elevate recapitalization or dilution risk. The Altman Z-Score of -3.9 places the company deep in the distress zone, meaning solvency risk is not theoretical. There is no PEG, no earnings base, no dividend support, and no positive EPS anchor — investors are underwriting hope, not cash flow stability. Any macro tightening or revenue disruption could force capital raises that impair equity holders.

Market Sentiment & Smart Money

Short Interest %

0.70%

Analyst Consensus

1.33

Average Analyst Price Target

$13.40

Institutional Ownership %

35.70%

1-Year Beta

0.11

Insider Buying % (6 Mo)

41.40%%

Distance to 52-Week High

51.70%

Distance to 52-Week Low

111.50%

EARNINGS SURPRISE %

50-DAY SMA

200-DAY SMA

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.