A Rare Chance to Own a Compounding Information Powerhouse (16% average IRR, high quality score of 50) - Gartner, Inc.
5 months ago
Heavy Moat Investments
"IT: Leading info economy provider with 15% 10-yr return, high switching costs. 34% 5-yr EPS CAGR, 22% CFO CAGR, >15% FCF margin, 130% NI-FCF conversion, >25% ROIC. AI likely tailwind despite disintermediation risk. 35% price drop below 10-yr multiples. 7-23% IRR potential. Current growth slowed to 1.9% organic."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
A Rare Chance to Own a Compounding Information Powerhouse (16% average IRR, high quality score of 50) - Gartner, Inc.
Source:
Heavy Moat Investments
Published:
July 23, 2025
Idea Type:
Stock Idea