Tearsheet

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Key risks
GLOO key risks include [1] its severe unprofitability and operational inefficiencies, Show more.
0 Key risks
GLOO key risks include [1] its severe unprofitability and operational inefficiencies, Show more.

Valuation, Metrics & Events

GLOO Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

Here are the key points for Gloo's stock movement from August 31, 2025, to December 20, 2025:

1. Initial Public Offering (IPO) in November 2025: Gloo priced its initial public offering at $8.00 per share on November 18, 2025, and subsequently began trading on the Nasdaq Global Select Market under the symbol "GLOO" on November 19, 2025. The company raised $72.8 million through this IPO.

2. Strong Q3 2025 Revenue Growth: Gloo reported its fiscal third-quarter 2025 financial results on December 17, 2025, showing a significant 432% year-over-year revenue increase, reaching $32.6 million, which exceeded market expectations. This strong revenue performance contributed to a positive premarket stock movement, with shares rising 2.56%.

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Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
GLOO Return
Peers Return-1%-20%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
GLOO Win Rate0% 
Peers Win Rate58%52%37% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
GLOO Max Drawdown 
Peers Max Drawdown-29%-35% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: BLKB, GXAI, WK, CRM, MSFT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/19/2025 (YTD)

How Low Can It Go

GLOO has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.

Unique KeyEventXLKS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-34.0%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven51.6%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven278 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-31.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven46.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven79 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-24.1%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven31.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven105 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-53.6%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven115.3%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1,183 days1,480 days

Compare to


In The Past

SPDR Select Sector Fund's stock fell -34.0% during the 2022 Inflation Shock from a high on 12/27/2021. A -34.0% loss requires a 51.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Gloo (GLOO)

Trade Ideas

Select past ideas related to GLOO. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
15.3%15.3%-0.9%
PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
10.2%10.2%0.0%
CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
14.6%14.6%-0.1%
HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
9.6%9.6%0.0%
FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
8.4%8.4%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
15.3%15.3%-0.9%
PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
10.2%10.2%0.0%
CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
14.6%14.6%-0.1%
HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
9.6%9.6%0.0%
FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
8.4%8.4%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Gloo

Peers to compare with:

Financials

GLOOBLKBGXAIWKCRMMSFTMedian
NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
Mkt Price6.3963.631.0687.93259.91485.9275.78
Mkt Cap-3.00.05.0246.43,611.85.0
Rev LTM-1,136184640,317293,8121,136
Op Inc LTM-171-5-648,880135,937171
FCF LTM-219-413012,89578,017219
FCF 3Y Avg-174-48011,19471,302174
CFO LTM-281-413313,502147,039281
CFO 3Y Avg-239-38211,882121,384239

Growth & Margins

GLOOBLKBGXAIWKCRMMSFTMedian
NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
Rev Chg LTM--1.0%23,205.7%19.9%8.4%15.6%15.6%
Rev Chg 3Y Avg-3.3%-18.0%10.0%13.2%11.6%
Rev Chg Q--1.9%18,327.2%20.8%8.6%18.4%18.4%
QoQ Delta Rev Chg LTM--0.5%249.4%4.8%2.1%4.3%4.3%
Op Mgn LTM-15.0%-660.9%-7.5%22.0%46.3%15.0%
Op Mgn 3Y Avg-8.6%--11.3%19.2%44.6%13.9%
QoQ Delta Op Mgn LTM-1.2%1,442.5%2.6%0.8%0.6%1.2%
CFO/Rev LTM-24.7%-560.1%15.7%33.5%50.0%24.7%
CFO/Rev 3Y Avg-21.3%-10.9%31.8%47.2%26.6%
FCF/Rev LTM-19.3%-644.9%15.4%32.0%26.6%19.3%
FCF/Rev 3Y Avg-15.5%-10.6%30.0%28.0%21.8%

Valuation

GLOOBLKBGXAIWKCRMMSFTMedian
NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
Mkt Cap-3.00.05.0246.43,611.85.0
P/S-2.710.95.96.112.36.1
P/EBIT--13.6-1.6-173.527.727.7-1.6
P/E--12.1-2.0-105.934.134.4-2.0
P/CFO-10.8-1.937.218.224.618.2
Total Yield--8.3%-50.1%-0.9%3.4%3.6%-0.9%
Dividend Yield-0.0%0.0%0.0%0.5%0.7%0.0%
FCF Yield 3Y Avg-4.9%-84.6%1.7%4.9%2.3%2.3%
D/E-0.40.00.20.00.00.0
Net D/E-0.3-1.7-0.0-0.0-0.0-0.0

Returns

GLOOBLKBGXAIWKCRMMSFTMedian
NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
1M Rtn-21.1%11.1%-7.8%-1.0%14.2%-0.2%-0.6%
3M Rtn--4.3%-38.0%10.4%5.4%-6.0%-4.3%
6M Rtn-3.5%-23.2%34.4%0.1%2.1%2.1%
12M Rtn--16.5%-58.8%-21.1%-22.2%12.0%-21.1%
3Y Rtn-10.8%-5.5%104.8%105.8%57.8%
1M Excs Rtn-24.0%8.2%-10.7%-3.9%11.3%-3.1%-3.5%
3M Excs Rtn--6.7%-45.7%4.1%2.2%-7.5%-6.7%
6M Excs Rtn--14.9%-31.9%19.3%-14.4%-13.1%-14.4%
12M Excs Rtn--31.0%-83.8%-32.5%-38.3%-5.2%-32.5%
3Y Excs Rtn--62.5%--66.3%24.2%22.4%-20.1%

Financials

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity27,628
Short Interest: % Change Since 11152025100.0%
Average Daily Volume416,033
Days-to-Cover Short Interest1

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
12/17/2025-3.0%  
SUMMARY STATS   
# Positive000
# Negative111
Median Positive   
Median Negative-3.0%  
Max Positive   
Max Negative-3.0%  

SEC Filings

Expand for More

Report DateFiling DateFiling
131202510172025S-1 1/31/2025

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0GELSINGER PATRICK PSee Remarks11202025Buy8.00125,0001,000,0001,000,000Form
1FURST JACK D11202025Buy8.00250,0002,000,0002,000,000Form
2Green Derek Todd11202025Buy8.00250,0002,000,0002,000,000Form
3Gotschall MatthewSee Remarks11202025Buy8.002502,0002,000Form
4Beck Scott ArthurPresident and CEO11202025Buy8.00412,5003,300,0003,300,000Form