Gesher Acquisition Corp. II (GSHR)

Gesher Acquisition Corp. II (GSHR) — VMCI valuation read

GSHR screens at VMCI 42/100, a 8-point gap below the Financial Services sector median (50). For a mid-cap Gesher Acquisition Corp. II share, that placement says the multi-pillar composite is richer or lower quality than the typical peer on a like-for-like basis.

GSHR has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: GSHR trades at 18.0x earnings, 0% above the Financial Services median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Financial Services group. Quality: ROIC of 16.0% sits 6.0pp above the Financial Services median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of -1.1x leaves covenant headroom, which sets the rate-cycle exposure for Gesher Acquisition Corp. II.

GSHR rose 3.2% over the trailing 7 days, with a +0.5% read on a 30-day basis.