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GLASF
GLASF·Drug Manufacturers - Specialty & Generic·United States
Glass House Brands Inc. operates as an integrated cannabis company in the United States. The company operates in three segments: Retail; Wholesale Biomass; and Cannabis-Related Consumer Packaged Goods...
1 Total1 External0 In-site
GLASFGLASF
2026-03-26🏥 HealthcarePitch
Externalby chewy · Other
chewy on GLASF (GLASF)
公司名称
Glass House Brands Inc.
主要经营地
🇺🇸 美国
详细生意模式
加州大麻种植商，$90/磅COGS vs MSO $500+。当前加州业务：$300M销售，$90M EBITDA，$0.50 EPS（4Q26）。Schedule III重分类后期权价值巨大：国际大麻（+$0.60 EPS）、欧盟医用（+$2.20 EPS）、OTC CBD JV、Medicare报销。
护城河
🟡中
估值水平
成本优势显著但受政策不确定性制约
EV/Market Cap
EPS范围$1-8/股=PT $20-80
网络观点
Bullish：$90/磅极低COGS+多重政策催化剂
AI观点
⚠️ GLASF的$90/磅COGS优势真实且难以复制，但投资论点高度依赖Schedule III重分类、SAFE Banking法案、州际商务等政策催化剂。估值范围$20-80反映了极端的二元结果。高conviction投资者的特殊情况机会。
原文日期
2026-01-29