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 Megatrend and thematic drivers
Megatrends include Advanced Perception & Future Interfaces. Themes include Spatial Computing, Advanced Machine Vision, and Human-Computer Vision Interfaces.
Weak multi-year price returns
2Y Excs Rtn is -85%, 3Y Excs Rtn is -159%
High stock price volatility
Vol 12M is 249%
0 Megatrend and thematic drivers
Megatrends include Advanced Perception & Future Interfaces. Themes include Spatial Computing, Advanced Machine Vision, and Human-Computer Vision Interfaces.
1 Weak multi-year price returns
2Y Excs Rtn is -85%, 3Y Excs Rtn is -159%
2 High stock price volatility
Vol 12M is 249%

Valuation, Metrics & Events

GV Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

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Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
GV Return97%0%-94%-47%-23%-41%-97%
Peers Return19%-2%-14%-4%0%-9%-12%
S&P 500 Return16%27%-19%24%23%17%112%

Monthly Win Rates [3]
GV Win Rate58%0%17%42%42%30% 
Peers Win Rate22%8%15%20%17%22% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
GV Max Drawdown-35%0%-94%-71%-65%-56% 
Peers Max Drawdown-15%-5%-21%-15%-15%-12% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: LOPE, FCHL, GV, MH, PXED.
[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 12/4/2025 (YTD)

How Low Can It Go

Unique KeyEventGVS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-99.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven21563.8%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-40.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven66.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven70 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-76.1%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven318.5%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven998 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-81.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven429.4%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1264 days1480 days

Compare to LOPE, FCHL, GV, MH, PXED


In The Past

Visionary's stock fell -99.5% during the 2022 Inflation Shock from a high on 5/17/2022. A -99.5% loss requires a 21563.8% 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 Visionary (GV)

Trade Ideas

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

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE11302025BBWIBath & Body WorksDip BuyDB | Insider Buys | Low D/EDip Buy with Strong Insider Buying
Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
9.2%9.2%0.0%
HRB_11262025_Dip_Buyer_FCFYield11262025HRBH&R BlockDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.4%2.4%0.0%
LRN_11262025_Dip_Buyer_FCFYield11262025LRNStrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.1%-4.1%-4.1%
ABNB_11212025_Dip_Buyer_FCFYield11212025ABNBAirbnbDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.1%5.1%0.0%
MTN_11212025_Dip_Buyer_FCFYield11212025MTNVail ResortsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.8%2.8%-1.6%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE11302025BBWIBath & Body WorksDip BuyDB | Insider Buys | Low D/EDip Buy with Strong Insider Buying
Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
9.2%9.2%0.0%
HRB_11262025_Dip_Buyer_FCFYield11262025HRBH&R BlockDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.4%2.4%0.0%
LRN_11262025_Dip_Buyer_FCFYield11262025LRNStrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.1%-4.1%-4.1%
ABNB_11212025_Dip_Buyer_FCFYield11212025ABNBAirbnbDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.1%5.1%0.0%
MTN_11212025_Dip_Buyer_FCFYield11212025MTNVail ResortsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.8%2.8%-1.6%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Visionary

Peers to compare with:

Financials

GVLOPEFCHLMHPXEDMedian
NameVisionaryGrand Ca.Fitness .McGraw H.Phoenix . 
Mkt Price1.45155.720.3417.0534.2717.05
Mkt Cap-4.3---4.3
Rev LTM-1,091-1,948-1,519
Op Inc LTM-297-224-261
FCF LTM-242---242
FCF 3Y Avg-223---223
CFO LTM-279---279
CFO 3Y Avg-262---262

Growth & Margins

GVLOPEFCHLMHPXEDMedian
NameVisionaryGrand Ca.Fitness .McGraw H.Phoenix . 
Rev Chg LTM-7.0%-13.3%-10.2%
Rev Chg 3Y Avg-6.5%---6.5%
Rev Chg Q-9.6%-27.8%-18.7%
QoQ Delta Rev Chg LTM-2.1%-6.4%-4.2%
Op Mgn LTM-27.2%-11.5%-19.4%
Op Mgn 3Y Avg-26.6%-6.2%-16.4%
QoQ Delta Op Mgn LTM-0.1%-4.4%-2.3%
CFO/Rev LTM-25.6%---25.6%
CFO/Rev 3Y Avg-25.8%---25.8%
FCF/Rev LTM-22.2%---22.2%
FCF/Rev 3Y Avg-21.8%---21.8%

Valuation

GVLOPEFCHLMHPXEDMedian
NameVisionaryGrand Ca.Fitness .McGraw H.Phoenix . 
Mkt Cap-4.3---4.3
P/S-5.6---5.6
P/EBIT-19.2---19.2
P/E-28.8---28.8
P/CFO-21.8---21.8
Total Yield-3.5%---3.5%
Dividend Yield-0.0%---0.0%
FCF Yield 3Y Avg-5.1%---5.1%
D/E-0.0---0.0
Net D/E--0.0----0.0

Returns

GVLOPEFCHLMHPXEDMedian
NameVisionaryGrand Ca.Fitness .McGraw H.Phoenix . 
1M Rtn-3.3%-15.8%-16.8%56.4%-1.7%-3.3%
3M Rtn-2.0%-24.1%-92.0%15.0%--13.1%
6M Rtn-29.1%-18.3%----23.7%
12M Rtn2.1%-8.6%----3.2%
3Y Rtn-86.1%44.5%----20.8%
1M Excs Rtn-4.6%-17.0%-18.0%55.2%-2.9%-4.6%
3M Excs Rtn-11.0%-29.6%-98.4%7.9%--20.3%
6M Excs Rtn-44.5%-33.7%----39.1%
12M Excs Rtn-18.0%-20.2%----19.1%
3Y Excs Rtn-158.8%-32.0%----95.4%

Financials

Short Interest

Short Interest: As Of Date11142025
Short Interest: Shares Quantity87,020
Short Interest: % Change Since 10312025-19.5%
Average Daily Volume83,608
Days-to-Cover Short Interest1.04

SEC Filings

Expand for More

Report DateFiling DateFiling
930202440920256-K 9/30/2024
3312024815202420-F 3/31/2024
930202332920246-K 9/30/2023
3312023815202320-F 3/31/2023
930202233120236-K 9/30/2022
3312022812202220-F 3/31/2022
33120215182022424B4 3/31/2021
3312020314202320-F/A 3/31/2020