Advisor OS LLC Makes Significant Investment in Gartner, During First Quarter

July 11, 2023

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Gartner ($NYSE:IT), Inc. is a prominent information technology research and advisory firm that provides technology-related insight for businesses and government agencies. Gartner, Inc. provides its clients with actionable advice to help make informed decisions and has earned a reputation for helping clients make the right decisions for their business.

Market Price

On Monday, Gartner, Inc., the world’s leading research and advisory company, saw its stock open at $347.4 and close at $351.8, up by 1.2% from last closing price of 347.7. The investment is seen as a major endorsement of Gartner’s growth potential and future success. With such a strong vote of confidence from Advisor OS, investors and customers alike feel more secure in Gartner’s future prospects. Live Quote…

About the Company

  • Gartner_During_First_Quarter”>Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Gartner. More…

    Total Revenues Net Income Net Margin
    5.62k 931.07 14.7%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Gartner. More…

    Operations Investing Financing
    1.1k 37.35 -683.28
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Gartner. More…

    Total Assets Total Liabilities Book Value Per Share
    7.38k 6.91k 5.95
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Gartner are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    9.4% 36.7% 23.4%
    FCF Margin ROE ROA
    17.5% 234.7% 11.1%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Analysis

    GoodWhale has analyzed GARTNER’s financials and based on the Star Chart, GARTNER can be classified as a ‘gorilla’. This is a type of company that has achieved stable and high revenue or earning growth due to its strong competitive advantage. As GARTNER is strong in growth and profitability, yet weak in asset and dividend, it is likely that investors who are interested in capital appreciation may find it attractive. Additionally, GARTNER has a high health score of 8/10 considering its cashflows and debt, so it is likely to be able to sustain future operations in times of crisis. Gartner_During_First_Quarter”>More…

  • Risk Rating Analysis
  • Star Chart Analysis
  • Valuation Analysis




  • Peers

    The competition among Gartner Inc, Shenzhen Farben Information Technology Co Ltd, Beijing Philisense Technology Co Ltd, and Beijing E-techstar Co Ltd is heating up as the global market for information technology research and advisory services continues to grow. These companies are all leaders in the industry, with Gartner Inc having the largest market share.

    However, its competitors are not far behind and are constantly innovating to catch up. The competition between these companies is beneficial for the industry as a whole, as it drives innovation and growth.

    – Shenzhen Farben Information Technology Co Ltd ($SZSE:300925)

    Shenzhen Farben Information Technology Co Ltd is a leading provider of information technology services in China. The company has a market cap of 4.66B as of 2022 and a return on equity of 7.31%. Shenzhen Farben Information Technology Co Ltd offers a wide range of services, including software development, website design and development, e-commerce, and data mining. The company has a strong focus on the Chinese market and has a strong customer base.

    – Beijing Philisense Technology Co Ltd ($SZSE:300287)

    Beijing Philisense Technology Co Ltd is a Beijing-based company that specializes in the production of sensors and other related technology. The company has a market cap of 5.41B as of 2022 and a Return on Equity of -12.14%. Despite its negative ROE, the company’s market cap indicates that it is a large and successful operation. Beijing Philisense Technology Co Ltd’s sensors are used in a variety of industries, including automotive, aerospace, and medical. The company’s products are known for their accuracy and reliability.

    – Beijing E-techstar Co Ltd ($SZSE:300513)

    Beijing E-techstar Co Ltd is a Chinese holding company. The company operates through its subsidiaries in the areas of real estate development, construction, and management; property investment; hotel operation; and provision of information technology services. As of 2022, the company had a market capitalization of 3.58 billion US dollars and a return on equity of -3.95%.

    Summary

    Gartner, Inc. is a reputable provider of research and advisory services for the technology industry. Investing analysis on the company has been largely positive, with advisors such as OS LLC investing in the company. As outlined in their 13F filing, Gartner’s first quarter performance seems to indicate a positive outlook for their future. Analysts have noted Gartner’s strong focus on its customers and its commitment to providing comprehensive research, insights, and solutions.

    Additionally, Gartner has been successful in expanding its reach to new markets and creating strategic partnerships with other industry players. With its robust portfolio of services and its ability to enter new markets, Gartner is well positioned to continue its growth trajectory.

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