Financial Gravity Companies, Inc (FGCO) Fair Value & Analysis
Financial Services · US · Market cap $6.6M
Financial Gravity Companies, Inc
FGCO · US
Fair value as of: Jul 31, 2026
From 1 valuation models · updated 11 days ago
Fair value updated Jul 31, 2026, revised from $0.0420 to $0.0386 (−8.1%) since Jun 26, 2026. Share price +5.0% over the past month.
Below-average quality, and screening another 54% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($0.0386). The favourable scenario is already priced in.
- Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.
How to read this chart
60‑month range $0.0100 – $2.50 · fair‑value band $0.0302 – $0.0386 · the $0.0840 price screens above the $0.0386 fair value. Dashed = 300-day average. As of Jul 31, 2026.
Analysis
Financial Gravity Companies, Inc (FGCO) currently trades at $0.0840, while our model-based Fair Value estimate is $0.0386, implying the stock looks roughly 54.1% overvalued today. The Quality Score stands at 42/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
Over the trailing twelve months, Financial Gravity Companies, Inc generated revenue of $6.1M at a net margin of -7.2%. Revenue declined 19.7% year over year. It earns a return on equity of -44.7%. Fundamentals as of Jul 31, 2026
Our scenario range runs from $0.0302 (bear case) to $0.0386 (bull case); at $0.0840, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 50% below its 52-week high and 110% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -15% fair-value upside, at -54%, FGCO screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 1 models by family
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 51 · Market factors (momentum, volatility) 43
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Financial Gravity Companies, Inc. is a publicly owned investment manager. Through its subsidiaries, it provides wealth management, family office services, risk management, asset management, retirement planning, risk mitigation, estate planning, business development solutions, business and personal tax planning, marketing services, administrative support, …
Full company description
Financial Gravity Companies, Inc. is a publicly owned investment manager. Through its subsidiaries, it provides wealth management, family office services, risk management, asset management, retirement planning, risk mitigation, estate planning, business development solutions, business and personal tax planning, marketing services, administrative support, tax compliance and strategic tax planning, compliance and legal, legal services, business consulting and financial advisor services. The firm online portal provides technical training, client-facing tax planning materials, implementation guides, education and coaching. Financial Gravity Companies, Inc. was founded in 2005 and is based in Lakeway, Texas.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Financial Gravity Companies, Inc reported revenue of $9.0M in FY2025 versus $6.7M in FY2021, a compound +7.8%/yr. Reported net income was −$192K in FY2025.
FGCO screens 54% overvalued. Compare with ORIX Corporation →
Peer Group
Financial Conglomerates · 55 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Financial Conglomerates median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 30/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Financial Conglomerates stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ORIX Corporation IX | $40.31 | $35.05 | -13% |
| Bajaj Finserv Ltd BAJAJFINSV | ₹2,065 | ₹682.29 | -67% |
| Yuanta Financial Holding 2885 | 66.70 TWD | 35.75 TWD | -46% |
| China Galaxy Securities Co 601881 | ¥12.94 | ¥18.92 | +46% |
| Guosen Securities Co 002736 | ¥10.34 | ¥17.96 | +74% |
| CNPC Capital Company 000617 | ¥6.80 | ¥5.78 | -15% |
| Aditya Birla Capital Limited ABCAPITAL | ₹399.25 | ₹176.15 | -56% |
| Freedom Holding FRHC | $152.69 | $32.75 | -79% |
| Voya Financial, Inc VOYA | $98.49 | $76.48 | -22% |
| Guangzhou Yuexiu Capital Holdings 000987 | ¥7.77 | ¥9.27 | +19% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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