---
title: Gartner (IT) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/it
ticker: IT
as_of: 2026-10-17
sector: Technology
industry: Information Technology Services
---
# Gartner (IT)

Gartner (IT) closed at $205.35 on Oct 16, 2026, undervalued by 14% vs its model value of $238.16 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $205.35 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $238.16 |
| Price vs model | undervalued by 14% vs model |
| Range of that model | $151.05 – $564.33 |
| Market value | $13.0B |
| P/E (fiscal 2025) | 21.3 |
| Net margin (fiscal 2025) | 11.2% |
| Free cash flow (fiscal 2025) | $1.2B |
| Dividend yield (trailing twelve months) | 0.00% |
| Beta | 0.98 |
| Cost of capital (WACC) | 8.17% |
| Business classification | Mature & Stable (Low/slowing growth (~5% recent), Moderate margins (11% net margin), Highly cyclical earnings, High leverage (D/E 9.3x), Strong FCF yield (9.1%)) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Highest free cash flow yield | #45 | 9.1% | https://sweetvaluelab.com/lists/highest-free-cash-flow-yield |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $238.16 | $151.05 | $564.33 |
| DCF · Perpetuity growth · 10y | cross check | $247.04 | $161.59 | $561.54 |
| DCF · EBITDA exit · 5y | cross check | $362.05 | $275.20 | $463.81 |
| DCF · EBITDA exit · 10y | cross check | $347.87 | $253.78 | $471.76 |
| P/E · peers | cross check | $409.82 | $165.21 | $469.52 |
| P/E · own history | cross check | $388.52 | $294.65 | $477.83 |
| PEG | sanity check | $361.70 | $361.70 | $361.70 |
| EV/EBITDA · peers | cross check | $325.92 | $176.65 | $368.10 |
| EV/Revenue · peers | cross check | $95.86 | $55.04 | $429.52 |
| Earnings power value | cross check | $66.63 | $53.71 | $85.35 |
| Dividend discount | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 5 open-market sales ($1.4M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 1, 2026 | FERGUSON DIANA SUE | Director | Other | 139 | $0 |
| Oct 1, 2026 | FERGUSON DIANA SUE | Director | Other | 139 | $0 |
| Oct 1, 2026 | FERGUSON DIANA SUE | Director | Grant / award | 139 | $26,799.2 |
| Oct 1, 2026 | PAGLIUCA STEPHEN G | Director | Grant / award | 130 | $25,064 |
| Oct 1, 2026 | PAGLIUCA STEPHEN G | Director | Other | 130 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Oct 8, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers | https://www.sec.gov/Archives/edgar/data/749251/000119312526417937/d158580d8k.htm |
| Aug 4, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/749251/000074925126000245/it-20260630.htm |
| Aug 4, 2026 | 8-K | 2.02 Results of Operations (Earnings); 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/749251/000074925126000243/it-20260730.htm |
| Jun 2, 2026 | 8-K | 5.07 Submission of Matters to a Shareholder Vote | https://www.sec.gov/Archives/edgar/data/749251/000074925126000198/it-20260528.htm |
| May 5, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/749251/000074925126000167/it-20260331.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Bill Nygren | 2026-06-30 | 2,846,799 | $369.0M |
| Bridgewater | 2026-06-30 | 17,444 | $2.3M |

2 tracked managers in all.

## About

Gartner, Inc. functions as a premier research and advisory enterprise, extending its reach across the United States, Canada, Europe, the Middle East, Africa, and various international markets. Its operations are structured into three main divisions: Research, Conferences, and Consulting. The Research division primarily offers a subscription service, enabling on-demand access to extensive published studies, data, industry benchmarks, and direct consultations with its expert network. The Conferences segment provides a platform for business professionals to acquire new knowledge, share insights, and foster connections. Lastly, the Consulting segment furnishes clients with market research, bespoke analyses, and direct, on-site support services. This segment specifically addresses critical IT challenges, offering practical strategies for areas such as optimizing IT expenditures, managing digi…

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Source: https://sweetvaluelab.com/stocks/it (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.
