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GRX

STRONG SELLREMOVE

The Gabelli Healthcare & Wellness Trust · Financial Services · United States · $137M · Avg Vol: $191K/d

4
StockRank
Q
23
V
21
M
35
P/E (TTM)
61.4x
ROE
—
D/E
—
Dividend %
—
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Closed-end fund focused on healthcare and wellness. Lacks a proprietary operational moat or direct exposure to the CDMO pricing power cycle.

COMPANY DESCRIPTION

The Gabelli Healthcare & Wellness Trust is a closed-end management investment company primarily targeting equity securities in the healthcare and wellness industries. Managed by Gabelli Funds, the trust utilizes a proprietary value-investing methodology to identify undervalued companies with long-term growth potential. It offers investors concentrated exposure to global healthcare, pharmaceutical, and consumer wellness trends.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue-46.7M1.2M0.3M3.0M54.7%
EPS-2.760.080.020.1536.9%
Shares17.0M16.0M15.5M15.1M-11.7%
Debt44.0M38410,10383.4M23.7%
Equity204.7M184.8M170.9M158.5M-8.2%
Op CF58.1M6.6M13.1M-2.1M-52.5%
Inv CF—————
Fin CF-58.1M-6.7M-13.1M2.1M—
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PRICE (1Y)-1.4%
8.878.959.049.139.21May 7May 29Jun 18
SMA 50SMA 200
Close
$8.89
RSI (14)
52.9
52W High
$9.69
From 52W High
0.9%

SCORE BREAKDOWN

Quality
23
ROIC (ROA)
—N/A
ROE
—N/A
GP/Assets
—N/A
Op. Margin
0.0%12.9
FCF/Assets
—N/A
Piotroski
—20.6
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
21
P/E (TTM)
61.4x5.3
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
—N/A
Div Yield
—N/A
Momentum
35
52W High %
92%52.6
RS 6M
-13%33.2
SMA 50/200
0.99x31.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$137M
P/E (Forward)
—
Gross Margin
0.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of GRX are excluded.

TickerCompanyMkt CapStockRankSignal
GRXThe Gabelli Healthcare & Wellness Trust(you)$137M4STRONG SELL
BGXBlackstone Long-Short Credit Income Fund$139M6STRONG SELL
JZCP.LJZ Capital Partners Limited$141M2STRONG SELL
DFDVDeFi Development Corp.$118M1STRONG SELL
HSDTSolana Company$119M7STRONG SELL
BMNBlackrock 2037 Municipal Target Term Trust$157M9STRONG SELL
HGLBHighland Global Allocation Fund$191M2STRONG SELL
BWGLegg Mason BW Global Income Opportunities Fund Inc.$133M13STRONG SELL
CYPHCypherpunk Technologies Inc.$119M13STRONG SELL
CPZCalamos Long/Short Equity & Dynamic Income Term Trust$254M4STRONG SELL

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

The Gabelli Healthcare & Wellness Trust (GRX) — Stock Score Summary

The Gabelli Healthcare & Wellness Trust (GRX) has a MoatMap StockRank of 4/100 based on Quality (23/100), Value (21/100), and Momentum (35/100) factor scores. The current signal is STRONG SELL. Closed-end fund focused on healthcare and wellness. Lacks a proprietary operational moat or direct exposure to the CDMO pricing power cycle.

The Gabelli Healthcare & Wellness Trust is a closed-end management investment company primarily targeting equity securities in the healthcare and wellness industries. Managed by Gabelli Funds, the trust utilizes a proprietary value-investing methodology to identify undervalued companies with long-term growth potential. It offers investors concentrated exposure to global healthcare, pharmaceutical, and consumer wellness trends.

Key Financial Metrics

Price$8.89
Market Cap$137M
P/E (TTM)61.40
Gross Margin0.0%
Operating Margin0.0%

The Gabelli Healthcare & Wellness Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is The Gabelli Healthcare & Wellness Trust’s (GRX) StockRank?
MoatMap’s StockRank for The Gabelli Healthcare & Wellness Trust (GRX) is 4/100, with a Strong Sell signal. It is a composite of Quality (23), Value (21), and Momentum (35) factor ranks across MoatMap’s 20,000+ stock universe.
Does The Gabelli Healthcare & Wellness Trust have an economic moat?
The Gabelli Healthcare & Wellness Trust (GRX) has a Quality factor score of 23/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is The Gabelli Healthcare & Wellness Trust a buy, hold, or sell?
MoatMap’s current signal for The Gabelli Healthcare & Wellness Trust (GRX) is Strong Sell, based on a StockRank of 4/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is The Gabelli Healthcare & Wellness Trust in?
The Gabelli Healthcare & Wellness Trust (GRX) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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