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No institutional (13F) filings cover this company, so the Overview and 13F tabs are thin. Everything drawn from its SEC filings is here.
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $0.20 today, the market must believe free cash flow compounds -27.4%/yr for a decade (off $7M normalized FCF).
The market's -27.4% is more conservative than its 8-yr track record.
2-stage DCF · 0.03B shares · net debt $10M
mean -174.9% · volatility σ 518% · implied rate exceeded in 1/6 yrs
Central path = implied -27.4%/yr growth; shaded band = ±1σ (518%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 238 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BHP | $439.4B | — | — | — | — | — | — | — | — | — | 713 |
| LIN | $215.3B | 31.4× | 19.3× | 6.3× | 3.0% | — | 20.3% | 18.0% | 10.9% | 2.1× | 2,148 |
| SCCO | $162.1B | 37.4× | 20.9× | 12.1× | 17.4% | 60.1% | 32.4% | 39.4% | 24.4% | 0.9× | 791 |
| CX | $147.8B | — | — | — | — | — | — | — | — | — | 297 |
| TX | $116.5B | — | — | — | — | — | — | — | — | — | 139 |
| FCX | $101.8B | — | 12.3× | 3.9× | 1.8% | 28.2% | 16.0% | 22.0% | 14.7% | 1.1× | 1,775 |
| AEM | $100.7B | — | — | — | — | — | — | — | — | — | 1,066 |
| SHW | $79.5B | 31.3× | — | 3.4× | 2.1% | 48.8% | 10.9% | 55.9% | 17.0% | — | 1,610 |
| ECL | $76.6B | 37.3× | 22.5× | 4.8× | 2.2% | 44.5% | 12.9% | 21.2% | 19.5% | 0.3× | 1,619 |
| B | $73.2B | — | — | — | — | — | — | — | — | — | 979 |
| WPM | $69.1B | — | — | — | — | — | — | — | — | — | 809 |
| APD | $63.7B | — | 90.0× | 5.3× | -0.5% | 31.4% | -3.3% | -2.6% | -2.6% | 0.1× | 1,702 |
| VALE | $61.6B | — | — | — | — | — | — | — | — | — | 537 |
| NUE | $61.2B | 35.3× | — | 1.9× | 5.7% | 11.9% | 5.4% | 8.3% | 8.3% | — | 1,325 |
| CRH | $58.0B | 15.7× | 9.3× | 1.6× | 5.3% | 36.1% | 10.0% | 15.6% | 9.2% | 2.2× | 9 |
| MT | $57.2B | — | — | — | — | — | — | — | — | — | 286 |
| DD | $53.6B | — | — | 7.8× | 1.9% | 34.5% | -11.4% | -5.6% | -5.6% | — | 1,172 |
| AU | $51.7B | — | — | — | — | — | — | — | — | — | 537 |
| FNV | $51.4B | — | — | — | — | — | — | — | — | — | 614 |
| NTR | $37.7B | — | — | — | — | — | — | — | — | — | 718 |
| STLD | $35.6B | 30.7× | 19.2× | 2.0× | 3.6% | 13.2% | 6.5% | 13.2% | 9.0% | 2.1× | 893 |
| KGC | $34.2B | — | — | — | — | — | — | — | — | — | 630 |
| VMC | $31.9B | 30.1× | 15.3× | 4.0× | 7.1% | 27.4% | 13.6% | 12.6% | 8.4% | 1.8× | 981 |
| MLM | $29.8B | 26.3× | 16.9× | 4.8× | 8.6% | 30.7% | 18.5% | 11.3% | 7.4% | 2.6× | 1,022 |
| PPG | $23.6B | 15.2× | — | 1.5× | 0.2% | 41.3% | 9.9% | 19.8% | 10.3% | — | 1,003 |
| GLGI | $5M | 2.9× | 1.5× | 0.1× | -6.3% | 16.4% | 4.1% | 11.8% | 7.6% | 1.1× | — |
Peers = companies sharing GLGI's sector (Basic Materials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $57.9M 100.0% | $61.8M 100.0% | $60.8M 100.0% | $74.2M 100.0% | $64.9M 100.0% | $76.2M 100.0% | $3.4M 100.0% | $48.6M 100.0% | $40.0M 100.0% | $26.3M 100.0% |
| Cost of Revenue | $48.4M 83.6% | $50.1M 81.0% | $51.4M 84.6% | $66.4M 89.5% | $53.5M 82.4% | $64.7M 84.9% | $62.8M 1845.8% | $41.6M 85.5% | $32.6M 81.3% | $21.6M 82.0% |
| Cost of Products | — | — | — | — | — | — | — | — | $32.6M 81.3% | $21.6M 82.0% |
| Gross Profit | $9.5M 16.4% | $11.7M 19.0% | $9.3M 15.4% | $7.8M 10.5% | $11.5M 17.6% | $11.5M 15.1% | $8.2M 242.0% | $7.0M 14.5% | $7.5M 18.7% | $4.7M 18.0% |
| Selling, General & Admin | $5.9M 10.2% | $5.2M 8.4% | $5.1M 8.4% | $5.2M 7.0% | $5.2M 8.0% | $4.6M 6.1% | $3.9M 115.2% | $3.0M 6.2% | $3.0M 7.5% | $2.6M 9.7% |
| Operating Income | $4.3M 7.5% | $7.1M 11.6% | $4.2M 7.0% | $2.6M 3.5% | $6.3M 9.6% | $6.9M 9.0% | $4.3M 126.8% | $4.0M 8.2% | $4.5M 11.1% | $2.2M 8.3% |
| Interest Expense | $1.0M 1.8% | $1.3M 2.1% | $1.2M 2.0% | — | — | — | — | — | — | — |
| Other Income (Expense), net | — | — | — | — | — | — | — | $12K 0.0% | $17K 0.0% | -$862K -3.3% |
| Pretax Income | $3.5M 6.0% | $6.1M 9.8% | $8.8M 14.6% | $5.1M 6.9% | $5.1M 7.9% | $5.2M 6.8% | $2.5M 73.2% | $2.6M 5.4% | $3.3M 8.1% | $1.3M 5.1% |
| Income Tax Expense | $1.1M 1.9% | $1.0M 1.7% | $2.5M 4.1% | $535K 0.7% | $1.5M 2.3% | $209K 0.3% | $436K 12.8% | $772K 1.6% | $1.0M 2.5% | $496K 1.9% |
| Net Income | $2.4M 4.1% | $5.0M 8.1% | $6.4M 10.5% | $4.5M 6.1% | $3.6M 5.6% | $5.0M 6.5% | $2.1M 60.4% | $1.9M 3.8% | $2.2M 5.6% | $836K 3.2% |
| Per Share | ||||||||||
| EPS (Basic) | $0.07 | $0.16 | $0.21 | $0.14 | $0.11 | $0.15 | $0.05 | — | — | — |
| EPS (Diluted) | $0.07 | $0.15 | $0.20 | $0.13 | $0.10 | $0.15 | $0.05 | — | — | — |
| Weighted Avg Shares (Basic) | 28.1M | 28.3M | 28.3M | 28.4M | 28.4M | 28.4M | 28.4M | 28.4M | 28.3M | 27.7M |
| Weighted Avg Shares (Diluted) | 28.6M | 28.8M | 32.1M | 32.3M | 32.4M | 32.3M | 29.0M | 29.0M | 28.9M | 28.0M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 9% of free cash flow, leaving room to grow it and fund buybacks. Last year: $427103 dividends + $606737 buybacks = $1M returned on $5M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 8%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $2M is below the $2M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2023-05-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~9.2% on $11M of debt.
Cash of $2M is below short-term debt of $2M — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 6.3× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 85.5 | 1845.8 | 84.9 | 82.4 | 89.5 | 84.6 | 81.0 | 83.6 |
| Gross Profit | 14.5 | 242.0 | 15.1 | 17.6 | 10.5 | 15.4 | 19.0 | 16.4 |
| SG&A | 6.2 | 115.2 | 6.1 | 8.0 | 7.0 | 8.4 | 8.4 | 10.2 |
| Operating Income | 8.2 | 126.8 | 9.0 | 9.6 | 3.5 | 7.0 | 11.6 | 7.5 |
| Income Tax | 1.6 | 12.8 | 0.3 | 2.3 | 0.7 | 4.1 | 1.7 | 1.9 |
| Net Income | 3.8 | 60.4 | 6.5 | 5.6 | 6.1 | 10.5 | 8.1 | 4.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on GLGI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.