- By the end of 2021, the company surpassed the Wall Street consensus, management expectations, and my predictions on all key financial indicators.
- Gartner can preserve long-term sustainable growth with both GTS and GBS. There is also potential for profitability growth through offline conferences in the relevant segment.
- We will probably see a negative equity balance in the next six months.
- Potentially, if the company reduces its balance of assets by $1 billion and net income remains at a comparable level, ROA will exceed 30%.
- The company is trading at a 19% discount to our estimate of fair value.
For further details see:
Gartner: A 2-Engine Company