|GRND Overview
GRND

Grindr Inc.

Technology • CIK: 0001820144

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Market Cap
$2.82B
P/E (TTM)
-46.9x
Rev Growth (TTM)
+29.0%
Net Margin (TTM)
-12.0%
FCF Yield (TTM)
5.2%
FCF Margin (TTM)
35.4%

LATEST EARNINGS

Q4 FY2025
7 days ago
View source
Revenue
N/A
Net Income
N/A
EPS
N/A
Net
21.5% +59.5%
  • Full year 2025 revenue grew 28% year-over-year to $439.9 million.
  • Full year 2025 Adjusted EBITDA increased to $195.6 million, up from $147.3 million in the prior year.
  • Adjusted EBITDA margin improved to 44.5% in 2025 from 42.7% in 2024.
  • Net income turned positive to $94.8 million in 2025, compared to a net loss of $131.0 million in 2024.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$146M
Q3 '25
$55M+48%
Q2 '25
$37M+58%
FCF Margin
TTM35.4%
Q3 '2547.7%+33%
Sector: 10.0%Top 10%
OCF Margin35.5%
OCF/NI-2.96x
CapEx Coverage190.0x
FCF Yield5.2%
FCF Growth (2Y)+43%
Cash Conversion Cycle
38 days
DSO: 47+DIO: 0DPO: 9

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM16.0%
Div Yield0.0%
+
Buyback (TTM)16.0%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$145.5M
Stock Repurchases (TTM)$450.5M
Capital Return / FCF309.6%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
39.9%
Moderate
+0.0% YoY-13.0%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
43.8%
8Q: 24.6%
Asset Turnover
0.76x
8Q: 0.72x
Leverage (1+D/E)
Asset & CapEx Efficiency
Fixed Asset Turn
261.55x
8Q:234.13x
+3307.4%
Invested Cap Turn
0.91x
8Q:0.93x
-15.7%
CapEx Intensity
0.2%
8Q:0.2%
CapEx/Depreciation
0.06x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$411.5M
$115.8M11.1%
$104.2M10.9%
$93.9M3.8%
$97.6M9.3%
$89.3M8.5%
$82.3M9.3%
$75.3M4.5%
$72.1M
Operating Income
$115.4M
$45.2M85.8%
$24.3M4.1%
$25.4M24.5%
$20.4M28.1%
$28.4M15.6%
$24.6M27.5%
$19.3M17.7%
$16.4M
Net Income
$-49.4M
$30.8M85.3%
$16.6M38.4%
$27.0M121.8%
$-123.9M601.8%
$24.7M210.1%
$-22.4M138.4%
$-9.4M79.0%
$-44.8M
Operating Cash Flow
$146.3M
$55.4M47.8%
$37.5M57.7%
$23.8M19.4%
$29.5M1.4%
$29.1M83.8%
$15.8M22.5%
$20.4M56.9%
$13.0M
Free Cash Flow
$145.5M
$55.2M48.0%
$37.3M57.7%
$23.7M19.2%
$29.3M1.7%
$28.8M83.8%
$15.7M22.6%
$20.3M58.7%
$12.8M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-46.9x
Volatile
8Q: 29.9x+32338%
Multiple expansion without fundamental improvement
Valuation Lenses
Earnings
-46.9x
vs sector
Cash Flow
20.6x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: 39.9%
Shareholder Returns
Dividend
Buyback
16.0%
Total Yield
16.0%
Market Cap$2.82B
EV$3.00B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
48/100
Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)
8Q:
Return on Invested Capital (ROIC)Top 25%
39.9%
8Q:
-13.0%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 43.8%
Asset Turnover: 0.76x

Earnings Quality

Cash Conversion

-2.96x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin74.5%

Capital Efficiency

Invested Capital Turnover0.91x

Working Capital

Cash Conversion Cycle38 days

Growth Quality & Momentum

Quality Growth
Growth Quality Score
80/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
29.0%
OpInc Growth YoY
59.4%
EPS Growth YoY
-5.7%
FCF 3Y CAGR
42.6%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue
Sustainability Index: 8.5/10 - Highly sustainable growth

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
74.5%
Operating
28.0%
Top 25% in sector
Net
-12.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+47.4 pts
FCF: 35.4% | Net: -12.0%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Net Debt / EBITDA
Net Debt: $272.98M
Interest Coverage
Leverage Metrics
Debt-to-Equity
x
Balance sheet risk & solvency analysis