Guardian Pharmacy Services (GRDN)
Market Price (5/23/2026): $38.49 | Market Cap: $2.4 BilSector: Health Care | Industry: Health Care Facilities
Guardian Pharmacy Services (GRDN)
Market Price (5/23/2026): $38.49Market Cap: $2.4 BilSector: Health CareIndustry: Health Care Facilities
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 41% Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Digital Health & Telemedicine. Themes include Geriatric Care, Health Data Analytics, Show more. | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 31x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x, P/EPrice/Earnings or Price/(Net Income) is 46x Key risksGRDN key risks include [1] margin compression from inflation due to its inability to raise prices for customers whose reimbursements are dictated by the government and PBMs, Show more. |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Digital Health & Telemedicine. Themes include Geriatric Care, Health Data Analytics, Show more. |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 31x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x, P/EPrice/Earnings or Price/(Net Income) is 46x |
| Key risksGRDN key risks include [1] margin compression from inflation due to its inability to raise prices for customers whose reimbursements are dictated by the government and PBMs, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Guardian Pharmacy Services (GRDN) stock has gained about 25% since 1/31/2026 because of the following key factors:
1. Exceeded Q1 2026 Financial Expectations and Raised Full-Year Guidance.
Guardian Pharmacy Services reported robust first-quarter 2026 financial results on May 6, 2026, surpassing analyst estimates. The company's adjusted Earnings Per Share (EPS) reached $0.29, beating the consensus estimate of $0.24 by $0.05. Revenue also exceeded expectations, growing 2.2% year-over-year to $336.6 million, compared to analyst forecasts of $329.89 million. This strong performance was further underscored by a 27% year-over-year increase in Adjusted EBITDA to $29.8 million. Following these results, Guardian Pharmacy Services raised its full-year 2026 Adjusted EBITDA guidance to a range of $123 million to $127 million, up from the prior range of $120 million to $124 million.
2. Successful Navigation of Inflation Reduction Act (IRA) Challenges and Strong Organic Growth.
Despite the significant pricing resets on certain branded medications introduced by the Inflation Reduction Act (IRA), Guardian Pharmacy Services successfully mitigated the profitability impact and maintained margin stability in Q1 2026, primarily through lower drug acquisition costs. The company achieved double-digit gross profit growth, which was up 19% year-over-year. Furthermore, underlying business fundamentals remained solid, with residents served increasing by 10% year-over-year to approximately 207,000 and prescription volumes also growing by 10% year-over-year.
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1. Exceeded Q1 2026 Financial Expectations and Raised Full-Year Guidance.
Guardian Pharmacy Services reported robust first-quarter 2026 financial results on May 6, 2026, surpassing analyst estimates. The company's adjusted Earnings Per Share (EPS) reached $0.29, beating the consensus estimate of $0.24 by $0.05. Revenue also exceeded expectations, growing 2.2% year-over-year to $336.6 million, compared to analyst forecasts of $329.89 million. This strong performance was further underscored by a 27% year-over-year increase in Adjusted EBITDA to $29.8 million. Following these results, Guardian Pharmacy Services raised its full-year 2026 Adjusted EBITDA guidance to a range of $123 million to $127 million, up from the prior range of $120 million to $124 million.
2. Successful Navigation of Inflation Reduction Act (IRA) Challenges and Strong Organic Growth.
Despite the significant pricing resets on certain branded medications introduced by the Inflation Reduction Act (IRA), Guardian Pharmacy Services successfully mitigated the profitability impact and maintained margin stability in Q1 2026, primarily through lower drug acquisition costs. The company achieved double-digit gross profit growth, which was up 19% year-over-year. Furthermore, underlying business fundamentals remained solid, with residents served increasing by 10% year-over-year to approximately 207,000 and prescription volumes also growing by 10% year-over-year.
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Stock Movement Drivers
Fundamental Drivers
The 27.4% change in GRDN stock from 1/31/2026 to 5/22/2026 was primarily driven by a 25.9% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 5222026 | Change |
|---|---|---|---|
| Stock Price ($) | 30.20 | 38.48 | 27.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,390 | 1,456 | 4.8% |
| Net Income Margin (%) | 2.9% | 3.6% | 25.9% |
| P/E Multiple | 46.6 | 45.9 | -1.5% |
| Shares Outstanding (Mil) | 62 | 63 | -1.9% |
| Cumulative Contribution | 27.4% |
Market Drivers
1/31/2026 to 5/22/2026| Return | Correlation | |
|---|---|---|
| GRDN | 27.4% | |
| Market (SPY) | 8.1% | 27.5% |
| Sector (XLV) | -2.7% | 17.3% |
Fundamental Drivers
The 37.2% change in GRDN stock from 10/31/2025 to 5/22/2026 was primarily driven by a 27.6% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5222026 | Change |
|---|---|---|---|
| Stock Price ($) | 28.04 | 38.48 | 37.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,327 | 1,456 | 9.8% |
| P/S Multiple | 1.3 | 1.7 | 27.6% |
| Shares Outstanding (Mil) | 62 | 63 | -2.0% |
| Cumulative Contribution | 37.2% |
Market Drivers
10/31/2025 to 5/22/2026| Return | Correlation | |
|---|---|---|
| GRDN | 37.2% | |
| Market (SPY) | 9.9% | 29.1% |
| Sector (XLV) | 4.8% | 26.4% |
Fundamental Drivers
The 53.7% change in GRDN stock from 4/30/2025 to 5/22/2026 was primarily driven by a 27.1% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5222026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.04 | 38.48 | 53.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,228 | 1,456 | 18.5% |
| P/S Multiple | 1.3 | 1.7 | 27.1% |
| Shares Outstanding (Mil) | 65 | 63 | 2.0% |
| Cumulative Contribution | 53.7% |
Market Drivers
4/30/2025 to 5/22/2026| Return | Correlation | |
|---|---|---|
| GRDN | 53.7% | |
| Market (SPY) | 36.0% | 28.4% |
| Sector (XLV) | 8.6% | 23.9% |
Fundamental Drivers
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Market Drivers
4/30/2023 to 5/22/2026| Return | Correlation | |
|---|---|---|
| GRDN | ||
| Market (SPY) | 86.3% | 27.0% |
| Sector (XLV) | 18.0% | 25.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GRDN Return | - | - | - | 27% | 49% | 28% | 140% |
| Peers Return | 39% | 2% | 18% | 13% | 21% | 2% | 134% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| GRDN Win Rate | - | - | - | 75% | 67% | 80% | |
| Peers Win Rate | 63% | 53% | 57% | 53% | 62% | 32% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| GRDN Max Drawdown | - | - | - | - | -26% | -14% | |
| Peers Max Drawdown | -22% | -37% | -25% | -31% | -30% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ACHC, HCA, THC, ENSG, UHS.
[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] 2026 data is for the year up to 5/22/2026 (YTD)
How Low Can It Go
| Event | GRDN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -12.4% | -18.8% |
| % Gain to Breakeven | 14.1% | 23.1% |
| Time to Breakeven | 12 days | 79 days |
In The Past
Guardian Pharmacy Services's stock fell -12.4% during the 2025 US Tariff Shock. Such a loss loss requires a 14.1% gain to breakeven.
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In The Past
Guardian Pharmacy Services's stock fell -12.4% during the 2025 US Tariff Shock. Such a loss loss requires a 14.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Guardian Pharmacy Services (GRDN)
We are a leading, highly differentiated pharmacy services company that provides an extensive suite of technology-enabled services designed to help residents of long-term health care facilities (“LTCFs”) adhere to their appropriate drug regimen, which in turn helps reduce the cost of care and improve clinical outcomes. We emphasize high-touch, individualized clinical, drug dispensing and administration capabilities that are tailored to serve the needs of residents in historically lower acuity LTCFs, such as assisted living facilities (“ALFs”), and behavioral health facilities and group homes (collectively “BHFs”). More than two-thirds of our annual revenue for each of the past three years has been generated from residents of ALFs and BHFs, which are our target markets, while the remainder has been generated primarily from residents of skilled nursing facilities (“SNFs”). Additionally, our robust capabilities enable us to serve residents in all types of LTCFs. We are a trusted partner to residents, LTCFs and health plan payors because we help reduce errors in drug administration, manage and ensure adherence to drug regimens, and lower overall healthcare costs. As of June 30, 2024, our 50 pharmacies served approximately 174,000 residents in approximately 6,700 LTCFs across 36 states. Within the U.S. LTCF market, we believe the ALF and BHF sectors present the most attractive opportunity and have the highest growth potential for our business. Certain characteristics of ALFs and BHFs, which are not typical of SNFs, create additional challenges and complexities for pharmacy service providers that Guardian is well suited to address. First, residents at ALFs are typically on a variety of different pharmacy benefit plans, each with a distinct formulary and reimbursement process, covering their complex drug regimens. Second, ALFs often lack staff with formal clinical training and usually do not have an on-site medical director or full-time nurse. Because residents of ALFs rely on off-site physicians to oversee and monitor their health conditions, there is an increased need for coordination among ALF operators, each resident’s physicians and pharmacy service providers. Third, residents in these facilities have the right to choose their own pharmacy, which often leads to multiple pharmacy service providers serving a single ALF. We believe that Guardian enjoys a strong competitive position as a large and purpose-built provider of pharmacy services to ALFs and BHFs. We offer a variety of services that we believe address the challenges that ALFs and BHFs face, and differentiate us from our competitors, providing residents, LTCFs and health plan payors with a compelling value proposition. Our centralized corporate support capabilities empower our local pharmacy operators to offer an extensive suite of high-touch, individualized, consultative pharmacy services, using a portfolio of proprietary data analytics systems and technology designed to help ensure that the right dose of the right medication is provided to the right resident at the right time. Examples of our specialized services include: • Assisting residents in optimizing pharmacy benefit plan coverage of their medication by coordinating formulary interchanges with residents’ physicians; • Proactively analyzing potential adverse drug interactions and managing potential risks in medication administration; • Providing robotic dispensing and customized compliance solutions, organized by resident and time of administration; • Integrating a resident’s drug regimen with the LTCF’s Electronic Medication Administration Records (“EMARs”) to help ensure adherence; • Providing training for LTCF caregivers to help them administer medications to residents more safely, efficiently and cost-effectively; • Partnering with LTCF operators to increase the number of residents using our services at each facility we serve, which we refer to as “resident adoption,” in order to streamline drug administration and minimize medication management risk; • Conducting mock audits of LTCFs to monitor compliance with drug administration and government regulation; and • Reviewing periodically the drug regimen for each resident by consulting pharmacists. --- We were originally formed as Guardian Pharmacy, LLC, an Indiana limited liability company, on July 21, 2003. On November 16, 2021, we formed Guardian Pharmacy Services, Inc., or Guardian Inc., as a direct, wholly owned subsidiary of Guardian Pharmacy, LLC. As a result of the Corporate Reorganization, Guardian Inc. will be a holding company and the sole manager of Guardian Pharmacy, LLC, with no material assets other than its 100% interest in Guardian Pharmacy, LLC; and Guardian Pharmacy, LLC will wholly own and be the sole member of each of the Converting Subsidiaries. In addition, Guardian Pharmacy, LLC will continue to be the majority owner of each of the Non-Converting Subsidiaries. Our principal executive offices are located at 300 Galleria Parkway SE, Suite 800, Atlanta, Georgia.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Guardian Pharmacy Services (GRDN):
- ADP for medication management in assisted living facilities.
- Salesforce for medication management in assisted living facilities.
- PillPack by Amazon Pharmacy for assisted living facilities.
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- Medication Dispensing and Adherence Solutions: Provides robotic dispensing and customized medication packaging, integrated with Electronic Medication Administration Records (EMARs), to ensure residents receive their prescribed drugs accurately and on time.
- Clinical Pharmacy Consulting Services: Offers expert consultation including proactive analysis of potential adverse drug interactions and periodic review of resident drug regimens by consulting pharmacists.
- Pharmacy Benefit Plan Optimization: Assists residents in optimizing their pharmacy benefit plan coverage by coordinating formulary interchanges with their physicians.
- Caregiver Training and Education: Delivers training to long-term care facility caregivers to enhance their ability to administer medications safely, efficiently, and cost-effectively.
- Regulatory Compliance Support: Conducts mock audits for long-term care facilities to help monitor and ensure compliance with drug administration and government regulations.
AI Analysis | Feedback
Guardian Pharmacy Services (GRDN) sells primarily to individuals.
The company serves the following categories of customers:
- Residents of Assisted Living Facilities (ALFs)
- Residents of Behavioral Health Facilities and Group Homes (BHFs)
- Residents of Skilled Nursing Facilities (SNFs)
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Fred Burke President & CEO
Fred Burke is the President, CEO, and Co-founder of Guardian Pharmacy Services, which he founded in 2004. Prior to Guardian, he co-founded Central Pharmacy Services, Inc. (CPSI) in 1992, a nuclear pharmacy company that grew to 45 business units and served over 1,000 hospitals and clinics across 22 states. CPSI was recognized on the Inc. 500 lists in 1997 and 1999, and was subsequently acquired by Cardinal Health in 2001. Burke also co-founded Sales Technologies, Inc. (ST) in 1983, a sales force automation company that achieved over 600 employees worldwide before its acquisition by The Dun & Bradstreet Corporation in 1989. His early career includes roles as a consultant with McKinsey & Company and a Brand Manager at Procter & Gamble. Guardian Pharmacy Services has been primarily capitalized by Bindley Capital Partners, LLC, and Cardinal Equity Partners has also made significant capital investments, indicating a pattern of managing companies backed by private equity firms.
David Morris EVP & CFO
David Morris is the EVP and CFO, and a Co-founder of Guardian Pharmacy Services. He served as CFO of Central Pharmacy Services (CPSI) from 1993 to 2001, joining shortly after its inception to build the central support and financial structure, and was part of the team when CPSI was acquired by Cardinal Health. Before that, Morris was the President of the PBM Division at Complete Health and worked as a Certified Public Accountant at Ernst & Young LLP. Guardian Pharmacy Services has been primarily capitalized by Bindley Capital Partners, LLC, and Cardinal Equity Partners has also made significant capital investments, indicating a pattern of managing companies backed by private equity firms.
Kendall Forbes EVP, Sales & Operations
Kendall Forbes is a Co-founder and EVP of Sales & Operations at Guardian Pharmacy Services. With over 35 years of experience, he played a key role in the growth of Guardian and its pharmacy partners. Prior to co-founding Guardian, Forbes was a co-founder and the Executive Vice President of Operations for Central Pharmacy Services (CPSI) from 1993 to 2004, which was acquired by Cardinal Health. He also previously owned Baton Rouge Central Pharmacy from 1985 to 1993. Guardian Pharmacy Services has been primarily capitalized by Bindley Capital Partners, LLC, and Cardinal Equity Partners has also made significant capital investments, indicating a pattern of managing companies backed by private equity firms.
AI Analysis | Feedback
1. Intense Competition and Resident Choice
Guardian Pharmacy Services operates in a highly competitive environment where residents in Assisted Living Facilities (ALFs) have the right to choose their own pharmacy. This often leads to multiple pharmacy service providers within a single ALF, requiring Guardian to continuously strive for "resident adoption" to acquire and retain customers, posing a risk of losing residents to competitors. [cite: background]
2. Reliance on Complex and Evolving Reimbursement Structures
The company navigates a complex landscape of varying pharmacy benefit plans, each with distinct formularies and reimbursement processes. Changes in these plans, formularies, or overall reimbursement policies by health plan payors could significantly impact Guardian's revenue and profitability. [cite: background]
3. Concentration in Assisted Living and Behavioral Health Markets
Over two-thirds of Guardian's annual revenue is generated from residents of Assisted Living Facilities (ALFs) and Behavioral Health Facilities (BHFs). This high concentration means the business is particularly vulnerable to adverse trends, regulatory changes, or shifts in growth potential within these specific long-term care sectors. [cite: background]
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Guardian Pharmacy Services (GRDN) is expected to drive future revenue growth over the next 2-3 years through several key strategies: * Growth in Resident Count: The company anticipates continued expansion in its total resident count, driven by both organic growth and strategic acquisitions. In the fourth quarter of 2025, Guardian Pharmacy Services reported serving over 205,000 residents, a 10% increase year-over-year, with total resident count increasing by 13% year-over-year in Q3 2025. This growth in the number of residents directly contributes to higher revenue. * Increased Script Volume and Higher Acuity Services: Revenue growth is also expected from an increase in script volume, indicating both higher resident utilization and an expanding need for pharmacy services. Script volume grew 14% year-over-year in Q4 2025, reflecting broader resident and utilization expansion. Furthermore, the company notes that organic revenue growth is driven by new resident additions, script growth, and higher acuity residents, suggesting that serving more complex patient needs also contributes to increased revenue per resident. * Geographic Expansion via Greenfield Development and Strategic Acquisitions: Guardian Pharmacy Services is actively expanding its footprint into new regions through a combination of greenfield investments (new pharmacy startups) and strategic acquisitions. Recent acquisitions in areas like the Pacific Northwest have expanded the company's operational presence and are contributing to overall growth. * Enhanced Resident Adoption in Existing Facilities: The company focuses on partnering with long-term care facility operators to increase the number of residents utilizing Guardian's services within each facility. This "resident adoption" strategy aims to streamline drug administration and minimize medication management risks, thereby increasing service penetration and revenue from existing partnerships.AI Analysis | Feedback
Share Repurchases
- Guardian Pharmacy Services announced a plan in May 2025 to buy back 1,457,365 shares in a private transaction, utilizing proceeds from a public offering.
- In 2025, the company completed a "synthetic secondary" transaction, repurchasing 1,440,447 outstanding shares of Class A Common Stock at $21.00 per share, amounting to approximately $30.25 million.
- The 2025 financial results reported repurchases of outstanding Class A common stock totaling $29.039 million.
Share Issuance
- Guardian Pharmacy Services, Inc. completed its Initial Public Offering (IPO) on September 25, 2024, issuing 8,000,000 shares of Class A common stock at $14.00 per share, raising $112 million.
- In May 2025, as part of a non-dilutive "synthetic secondary" transaction, the company issued 1,440,447 new shares of Class A common stock, with the net proceeds used to repurchase an equal number of shares.
- Following the IPO, the company anticipated granting equity awards, including stock options with an aggregate award value of $10.0 million and restricted stock units valued at $9.0 million starting in 2025.
Inbound Investments
- Prior to its IPO, Cardinal Equity Partners, along with founders Fred Burke, David Morris, and Kendall Forbes, made significant capital investments in Guardian.
- As of December 31, 2025, Brown Advisory Inc and its affiliated entities reported a 4.54% beneficial ownership stake in Guardian Pharmacy Services, comprising 1,644,569 shares of Class A common stock.
Outbound Investments
- In the first quarter of 2025, Guardian Pharmacy Services acquired Senior Care Pharmacy in Wichita, Kansas, as part of its growth strategy.
- During the fourth quarter of 2025, the company acquired North Ridge Pharmacy in Missoula, Montana, increasing its total number of full-service pharmacies to 54.
Capital Expenditures
- Guardian Pharmacy Services has demonstrated significant reinvestment in its business, with its return on capital employed increasing to 27% over the last five years and 82% more capital being utilized.
- The company's financial reporting indicates that Adjusted EBITDA does not account for cash capital expenditure requirements related to asset replacements or new capital investments, suggesting ongoing capital expenditure needs for operational maintenance and growth.
- While specific dollar values for general capital expenditures are not detailed in available reports, the acquisitions of Senior Care Pharmacy in Q1 2025 and North Ridge Pharmacy in Q4 2025 represent significant capital deployment for expanding its pharmacy network.
Latest Trefis Analyses
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEHC | GE HealthCare Technologies | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | IQV | IQVIA | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | UHS | Universal Health Services | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | ABT | Abbott Laboratories | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | ZBIO | Zenas BioPharma | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 164.87 |
| Mkt Cap | 9.8 |
| Rev LTM | 11,517 |
| Op Inc LTM | 1,245 |
| FCF LTM | 550 |
| FCF 3Y Avg | 522 |
| CFO LTM | 1,249 |
| CFO 3Y Avg | 1,108 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.6% |
| Rev Chg 3Y Avg | 8.6% |
| Rev Chg Q | 8.6% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Inc Chg LTM | 17.9% |
| Op Inc Chg 3Y Avg | 17.2% |
| Op Mgn LTM | 11.6% |
| Op Mgn 3Y Avg | 12.6% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 11.0% |
| CFO/Rev 3Y Avg | 10.3% |
| FCF/Rev LTM | 4.9% |
| FCF/Rev 3Y Avg | 4.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 9.8 |
| P/S | 0.9 |
| P/Op Inc | 6.3 |
| P/EBIT | 5.9 |
| P/E | 10.9 |
| P/CFO | 9.2 |
| Total Yield | 6.1% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 6.5% |
| D/E | 0.5 |
| Net D/E | 0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -10.9% |
| 3M Rtn | -21.4% |
| 6M Rtn | -8.2% |
| 12M Rtn | 6.5% |
| 3Y Rtn | 69.6% |
| 1M Excs Rtn | -16.2% |
| 3M Excs Rtn | -32.0% |
| 6M Excs Rtn | -19.6% |
| 12M Excs Rtn | -22.6% |
| 3Y Excs Rtn | -11.8% |
FDA Approved Drugs Data
Expand for More| Post-Approval Fwd Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| FDA App # | Brand Name | Generic Name | Dosage Form | FDA Approval | 3M Rtn | 6M Rtn | 1Y Rtn | 2Y Rtn | Total Rtn |
| ANDA216149 | ESOMEPRAZOLE MAGNESIUM | esomeprazole magnesium | capsule, delayed release | 3152023 | |||||
| ANDA214541 | LOPERAMIDE HYDROCHLORIDE AND SIMETHICONE | loperamide hydrochloride | tablet | 5272021 | |||||
| ANDA210755 | IBUPROFEN | ibuprofen | suspension/drops | 9262018 | |||||
| ANDA210149 | IBUPROFEN | ibuprofen | suspension | 8172018 | |||||
| ANDA209215 | GUAIFENESIN | guaifenesin | tablet, extended release | 9062017 | |||||
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Sales of pharmaceutical and medical products | 1,046 | 909 | 792 | |
| Total | 1,046 | 909 | 792 |
| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Sales of pharmaceutical and medical products | 38 | |||
| Total | 38 |
| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Sales of pharmaceutical and medical products | 321 | |||
| Total | 321 |
Price Behavior
Price Behavior
| Market Price | $38.48 | |
| Market Cap ($ Bil) | 2.4 | |
| First Trading Date | 09/26/2024 | |
| Distance from 52W High | -5.3% | |
| 50 Days | 200 Days | |
| DMA Price | $36.83 | $27.89 |
| DMA Trend | up | up |
| Distance from DMA | 4.5% | 38.0% |
| 3M | 1YR | |
| Volatility | 38.8% | 40.6% |
| Downside Capture | 66.30 | 91.47 |
| Upside Capture | 96.98 | 126.69 |
| Correlation (SPY) | 26.1% | 27.1% |
GRDN Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.61 | 0.72 | 0.85 | 0.93 | 1.04 | 0.12 |
| Up Beta | 0.05 | 0.06 | 0.28 | 0.51 | 0.63 | -0.16 |
| Down Beta | 0.04 | 1.96 | 1.80 | 0.41 | 1.16 | 0.18 |
| Up Capture | 55% | 100% | 130% | 179% | 147% | 39% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 12 | 24 | 36 | 67 | 136 | 215 |
| Down Capture | 443% | 44% | 39% | 100% | 107% | 72% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 10 | 19 | 28 | 58 | 115 | 181 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GRDN | |
|---|---|---|---|---|
| GRDN | 73.6% | 40.7% | 1.46 | - |
| Sector ETF (XLV) | 16.0% | 14.5% | 0.80 | 17.2% |
| Equity (SPY) | 29.5% | 12.0% | 1.86 | 27.1% |
| Gold (GLD) | 35.5% | 26.8% | 1.11 | -0.9% |
| Commodities (DBC) | 42.9% | 18.7% | 1.77 | -12.0% |
| Real Estate (VNQ) | 15.2% | 13.1% | 0.82 | 7.7% |
| Bitcoin (BTCUSD) | -29.5% | 41.7% | -0.73 | 6.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GRDN | |
|---|---|---|---|---|
| GRDN | 19.0% | 48.2% | 1.26 | - |
| Sector ETF (XLV) | 5.7% | 14.7% | 0.21 | 25.7% |
| Equity (SPY) | 14.0% | 17.0% | 0.64 | 27.0% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 1.5% |
| Commodities (DBC) | 10.4% | 19.4% | 0.42 | -8.3% |
| Real Estate (VNQ) | 3.8% | 18.8% | 0.10 | 20.3% |
| Bitcoin (BTCUSD) | 12.2% | 55.3% | 0.42 | 6.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GRDN | |
|---|---|---|---|---|
| GRDN | 9.1% | 48.2% | 1.26 | - |
| Sector ETF (XLV) | 9.9% | 16.5% | 0.49 | 25.7% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 27.0% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | 1.5% |
| Commodities (DBC) | 7.8% | 17.9% | 0.35 | -8.3% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 20.3% |
| Bitcoin (BTCUSD) | 67.2% | 66.9% | 1.06 | 6.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/11/2026 | -0.7% | 1.2% | 16.8% |
| 11/10/2025 | 5.0% | -4.8% | 4.8% |
| 8/11/2025 | 13.8% | 24.8% | 45.8% |
| 5/12/2025 | -4.0% | 3.4% | -21.4% |
| 3/3/2025 | -5.4% | -7.7% | 6.3% |
| 11/12/2024 | -10.7% | -2.8% | 13.5% |
| SUMMARY STATS | |||
| # Positive | 2 | 3 | 5 |
| # Negative | 4 | 3 | 1 |
| Median Positive | 9.4% | 3.4% | 13.5% |
| Median Negative | -4.7% | -4.8% | -21.4% |
| Max Positive | 13.8% | 24.8% | 45.8% |
| Max Negative | -10.7% | -7.7% | -21.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/11/2026 | 10-K |
| 09/30/2025 | 11/10/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/26/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 09/16/2024 | 424A |
| 06/30/2023 | 10/03/2023 | S-1 |
| 03/31/2023 | 07/12/2023 | DRS/A |
| 09/30/2021 | 11/22/2021 | DRS/A |
| 03/31/2021 | 07/23/2021 | DRS/A |
| 12/31/2019 | 04/03/2020 | DRS/A |
| 09/30/2019 | 02/13/2020 | DRS |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.40 Bil | 1.41 Bil | 1.42 Bil | 0 | Affirmed | Guidance: 1.41 Bil for 2026 | |
| 2026 Adjusted EBITDA | 123.00 Mil | 125.00 Mil | 127.00 Mil | 2.5% | Raised | Guidance: 122.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 3/11/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.40 Bil | 1.41 Bil | 1.42 Bil | 0 | Affirmed | Guidance: 1.41 Bil for 2026 | |
| 2026 Adjusted EBITDA | 120.00 Mil | 122.00 Mil | 124.00 Mil | 4.7% | Raised | Guidance: 116.50 Mil for 2026 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Pharmacy, Investors, Llc | Direct | Sell | 3242026 | 29.68 | 827,636 | 24,566,306 | 30,748,933 | Form | |
| 2 | Morris, David K | See Remarks | Direct | Sell | 3242026 | 29.68 | 187,855 | 5,576,006 | 7,553,365 | Form |
| 3 | Burke, Fred | See Remarks | Direct | Sell | 3242026 | 29.68 | 671,432 | 19,929,780 | 24,945,559 | Form |
| 4 | Forbes, Kendall | See Remarks | Direct | Sell | 3242026 | 29.68 | 346,672 | 10,290,092 | 13,453,771 | Form |
| 5 | Cardinal, Equity Fund, LP | Direct | Sell | 3242026 | 29.68 | 275,728 | 8,184,296 | 10,244,113 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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