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Gartner, Inc. (IT) — Structural Peer Analysis

Gartner, Inc. ranks in an above-average position in its peer group, with profitability as the main structural strength, while stability is less supportive than the other dimensions. The market setup has weakened, with clear trend damage and relative performance under pressure.

Updated 2026-05-17 · SP500
Current market signal · 2026-05-15
Quality under pressure

Discounted for Cyclicality, Not for Quality

52w drawdown -67.5% · 21d vs sector -16.2%

View IT situation → All companies with this signal
ENTRY TODAY
Lower price zonebelow norm
TODAY (5y history)2nd pct today
0th50th100th
Today the stock sits in a historically lower range and its multiple is below its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Stability 26
Below median
Weak Growth 38
Below median
Moderate Valuation 76
Top 25% of peers
Strongest Profitability 100
Top 10% of peers
Peer-Relative Score
65
Peer-Score
Above-average peer position
Signal qualityLow
Structural Read

Discounted for Cyclicality, Not for Quality

Gartner provides research and advisory services focused on the IT sector, with a core business in subscription-based insights.

Gartner is priced as a cycle barometer, not a defensive compounder. Despite a 25.1% operating margin indicating efficiency, the market reacts to any dip in Gartner’s heavily subscription-based research revenue by sharply repricing the stock, treating short-term declines as signals for increased volatility—evidenced by a 23.8% one-year drawdown, significantly underperforming peers. The company’s limited diversification intensifies this effect, so Gartner is valued more like a cyclical service provider than a quality compounder. Another quarter of revenue decline is enough to drive further rerating.

AssetNext · 2026-05-08 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.