GrowGeneration Corp
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GrowGeneration Corp AI Insights
Informational only. Not investment advice.Snapshot
- Operating margin -21.9% TTM vs industry median +3.8% - burning cash while peers profit. OpEx 47% of revenue.[Operating Margin]
- Gross profit grew 18.9% YoY despite -5.5% revenue decline - cost restructuring gaining traction.[Gross Profit 1Y Growth]
- P/B 1.2x with tangible book 98M vs 117M market cap - trading near liquidation value with 27M cash.[Price to Book]
Watch Triggers
- Operating Margin: Improves to -10% or better — Would signal path to profitability; currently -21.9% vs +3.8% industry
- Total Revenue 1Y Growth: Turns positive (>0%) — Revenue declined 3 straight years; growth inflection critical for turnaround
- Cash and Equivalents: Falls below 15M — At -6.7M FCF burn, would signal <2yr runway without capital raise
Bull Case
Trading at 0.73x P/S vs 0.57x median with 98M tangible book providing downside floor. Zero debt interest burden.
Gross margin expansion (+18.9% GP growth on -5.5% revenue) signals operational turnaround potential.
Bear Case
Burning 6.7M FCF annually with only 27M cash. Revenue declined 3 consecutive years (-12.6% 3Y CAGR).
ROE -32% and ROIC -25% TTM destroying shareholder value. Industry median ROE +8.8%.
Bull vs Bear Balance
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Forward Thesis
Path to breakeven requires 15-20% revenue growth OR 800bps OpEx reduction
- OpEx at 75.5M TTM vs 161M revenue unsustainable
- Gross margin 25% improving but below 36% industry median
- Zero interest expense provides runway for restructuring
Valuation Context
Caveats
Public Strategies Rankings
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GRWG Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$0 | — | ||
$0 | — | ||
0.00 | — | ||
$161.74M | -14.4% | — | |
$0.00 | — | ||
-15.7% | +8.1% | — | |
-14.9% | +11.3% | — | |
$-9.98M | — | ||
-22.1% | +11.6% | — | |
Beta 5Y (Monthly) | unknown | — |
GRWG Dividend History
GRWG Stock Splits
GRWG SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
03/20/26 | 12/31/25 | 10-K | |
11/06/25 | 09/30/25 | 10-Q | |
08/11/25 | 06/30/25 | 10-Q | |
05/08/25 | 03/31/25 | 10-Q | |
03/13/25 | 12/31/24 | Unknown | |
11/12/24 | 09/30/24 | 10-Q | |
08/08/24 | 06/30/24 | 10-Q | |
05/08/24 | 03/31/24 | 10-Q | |
03/13/24 | 12/31/23 | 10-K | |
11/08/23 | 09/30/23 | 10-Q | |
08/08/23 | 06/30/23 | 10-Q | |
05/09/23 | 03/31/23 | 10-Q | |
03/16/23 | 12/31/22 | 10-K | |
11/07/22 | 09/30/22 | 10-Q | |
08/09/22 | 06/30/22 | 10-Q | |
05/16/22 | 03/31/22 | 10-Q | |
03/10/22 | 12/31/21 | 10-K | |
11/12/21 | 09/30/21 | 10-Q | |
08/12/21 | 06/30/21 | 10-Q | |
05/13/21 | 03/31/21 | 10-Q | |
03/29/21 | 12/31/20 | 10-K | |
11/12/20 | 09/30/20 | 10-Q | |
08/13/20 | 06/30/20 | 10-Q | |
05/14/20 | 03/31/20 | 10-Q | |
03/27/20 | 12/31/19 | 10-K | |
11/12/19 | 09/30/19 | 10-Q | |
08/08/19 | 06/30/19 | 10-Q | |
05/07/19 | 03/31/19 | 10-Q | |
04/01/19 | 12/31/18 | 10-K | |
11/09/18 | 09/30/18 | 10-Q | |
08/14/18 | 06/30/18 | 10-Q | |
05/15/18 | 03/31/18 | 10-Q | |
03/27/18 | 12/31/17 | 10-K | |
11/08/17 | 09/30/17 | 10-Q | |
08/02/17 | 06/30/17 | 10-Q | |
05/15/17 | 03/31/17 | 10-Q | |
03/31/17 | 12/31/16 | 10-K | |
11/14/16 | 09/30/16 | 10-Q | |
08/19/16 | 06/30/16 | 10-Q | |
05/15/17 | 03/31/16 | 10-Q | |
03/31/17 | 12/31/15 | 10-K | |
11/14/16 | 09/30/15 | 10-Q | |
08/19/16 | 06/30/15 | 10-Q |