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   Stock price has recently run up significantly
6M Rtn6 month market price return is 251%, 12M Rtn12 month market price return is 251%
1   High stock price volatility
Vol 12M is 502%
0 Stock price has recently run up significantly
6M Rtn6 month market price return is 251%, 12M Rtn12 month market price return is 251%
1 High stock price volatility
Vol 12M is 502%

Market Valuation & Key Metrics

GRAN Stock


Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
GRAN Return0%0%0%0%0%251%292%
Peers Return-1%0%0%0%-18%16%-6%
S&P 500 Return16%27%-19%24%23%16%110%

Monthly Win Rates [3]
GRAN Win Rate0%0%0%0%0%11% 
Peers Win Rate2%0%0%0%10%19% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
GRAN Max Drawdown0%0%0%0%0%0% 
Peers Max Drawdown-1%0%0%0%-19%-36% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: ABTC, FIGR, GEMI, GRAN, GSIW.
[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 10/30/2025 (YTD)

How Low Can It Go

Unique KeyEventGRANS&P 500
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-97.9%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven4582.9%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1480 days

Compare to ABTC, FIGR, GEMI, GRAN, GSIW


In The Past

Grande's stock fell -97.9% during the 2008 Global Financial Crisis from a high on 2/2/2007. A -97.9% loss requires a 4582.9% 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 Grande (GRAN)

Trade Ideas

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

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
HLNE_9302025_Dip_Buyer_FCFYield09302025HLNEHamilton LaneDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-14.4%-14.4%-14.4%
CNS_9302025_Dip_Buyer_ValueBuy09302025CNSCohen & SteersDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.9%5.9%-1.6%
JKHY_9262025_Monopoly_xInd_xCD_Getting_Cheaper09262025JKHYJack Henry & AssociatesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.3%0.3%-2.1%
FDS_9192025_Monopoly_xInd_xCD_Getting_Cheaper09192025FDSFactSet Research SystemsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-7.7%-7.7%-7.7%
IBKR_9052025_Quality_Momentum_RoomToRun_10%09052025IBKRInteractive BrokersQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
15.0%15.0%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
HLNE_9302025_Dip_Buyer_FCFYield09302025HLNEHamilton LaneDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-14.4%-14.4%-14.4%
CNS_9302025_Dip_Buyer_ValueBuy09302025CNSCohen & SteersDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.9%5.9%-1.6%
JKHY_9262025_Monopoly_xInd_xCD_Getting_Cheaper09262025JKHYJack Henry & AssociatesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.3%0.3%-2.1%
FDS_9192025_Monopoly_xInd_xCD_Getting_Cheaper09192025FDSFactSet Research SystemsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-7.7%-7.7%-7.7%
IBKR_9052025_Quality_Momentum_RoomToRun_10%09052025IBKRInteractive BrokersQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
15.0%15.0%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Grande

Financials

GRANABTCFIGRGEMIGSIWMedian
NameGrande American.Figure T.Gemini S.Garden S. 
Mkt Price2.705.1540.6617.490.165.15
Mkt Cap------
Rev LTM------
Op Inc LTM------
FCF LTM------
FCF 3Y Avg------
CFO LTM------
CFO 3Y Avg------

Growth & Margins

GRANABTCFIGRGEMIGSIWMedian
NameGrande American.Figure T.Gemini S.Garden S. 
Rev Chg LTM------
Rev Chg 3Y Avg------
Rev Chg Q------
QoQ Delta Rev Chg LTM------
Op Mgn LTM------
Op Mgn 3Y Avg------
QoQ Delta Op Mgn LTM------
CFO/Rev LTM------
CFO/Rev 3Y Avg------
FCF/Rev LTM------
FCF/Rev 3Y Avg------

Valuation

GRANABTCFIGRGEMIGSIWMedian
NameGrande American.Figure T.Gemini S.Garden S. 
Mkt Cap------
P/S------
P/EBIT------
P/E------
P/CFO------
Total Yield------
Dividend Yield------
FCF Yield 3Y Avg------
D/E------
Net D/E------

Returns

GRANABTCFIGRGEMIGSIWMedian
NameGrande American.Figure T.Gemini S.Garden S. 
1M Rtn-6.9%-23.6%11.8%-27.0%6.7%-6.9%
3M Rtn-40.9%--92.3%-41.6%-40.9%
6M Rtn250.6%--92.3%--62.8%-62.8%
12M Rtn250.6%--92.3%--85.4%-85.4%
3Y Rtn250.6%--92.3%--79.2%
1M Excs Rtn-11.7%-30.1%5.9%-25.0%1.0%-11.7%
3M Excs Rtn-49.6%--101.7%-31.4%-49.6%
6M Excs Rtn228.9%--114.1%--84.5%-84.5%
12M Excs Rtn233.5%--109.5%--103.6%-103.6%
3Y Excs Rtn173.9%--169.1%--2.4%

Financials

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity40,484
Short Interest: % Change Since 9302025110.5%
Average Daily Volume172,245
Days-to-Cover Short Interest1

SEC Filings

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Report DateFiling DateFiling
3312025731202520-F 3/31/2025
33120247012025424B4 3/31/2024

Insider Activity

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