Quality Investor

Guardian Pharmacy Services, Inc.

Rank #39Op. Leverage

GRDN · NYSE · Healthcare

Guardian Pharmacy Services, Inc. (GRDN) — Rank #39 by gross profitability (GP/assets 0.66) · ROE 19.1% · Piotroski F-Score N/A.

As-of 2026-09-15 · CIK 0001802255 · all metrics point-in-time as of the filing date.

About

Guardian Pharmacy Services, Inc., a pharmacy service company, provides a suite of technology-enabled services to help residents of long-term health care facilities (LTCFs) in the United States.

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The company's individualized clinical, drug dispensing, and administration capabilities are used to serve the needs of residents in lower acuity LTCFs, such as assisted living facilities, behavioral health facilities, and group homes. Its Guardian Compass includes dashboards created using data from its data warehouse to help its local pharmacies plan, track, and optimize their business operations; GuardianShield Programs for LTCFs; Order Entry QA Analyzer, which utilizes real-time rules- engine technology to examine prescriptions and detect omissions and/or errors before they become a customer service problem; and Medication Spend Analyzer to break down the monthly drug spending for each of the LTCFs. Guardian Pharmacy Services, Inc.

was founded in 2003 and is headquartered in Atlanta, Georgia.

Industry
Medical Care Facilities
Sector
Healthcare
State
GA
Filer Category
Accelerated filer
Fiscal Year End
December 31

Price History

GRDN+172.8% · +67.4% CAGRSPY+36.3% · +17.2% CAGR

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

$2.98B

P/E (annual)

P/S (annual)

2.1

P/B

11.6

P/OCF (annual)

29.8

Shareholder Yield

Employees

3,600

Industry

Medical Care Facilities

Exchange

NYSE

Quality Profile

Profitability

1/1 pass
GP / assets
0.66
Return on equity
19.1%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.72
Current ratio
1.65×
Net cash
$89.81M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
1.0%

Growth

1/1 pass
Revenue growth
17.9%
Piotroski F-Score
N/A
Share dilution

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

Operating margin expansion and free cash flow are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.66

Primary signal (Novy-Marx).

6th of 14 SIC 59 peers

Return on equity

19.1%

Gross margin

20.2%

12th of 14 SIC 59 peers

Revenue growth (YoY)

17.9%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

20242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.72

2nd of 10 SIC 59 peers (best = lowest)

Current ratio

1.65×

8th of 14 SIC 59 peers

Quick ratio

1.26×

Net cash

$89.81M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$86.84M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.76

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

1.0%

Stock-based comp intensity.

Piotroski F-Score

F-Score

N/A

Only 8/9 components determinable.

Lifecycle Phase History

20242025
Op. Leverage