Category 04

Cannabis

Public cannabis operators, cultivators, retailers, and cannabis-specific real-estate businesses with direct industry revenue.

Classification and underwriting

Category definition
Public cannabis operators, cultivators, retailers, and cannabis-specific real-estate businesses with direct industry revenue.
Inclusion rules
  • cannabis operators
  • cannabis retail
  • cultivation
  • cannabis real estate
Exclusion rules
  • pharmacies or retailers with incidental cannabis exposure
Value-chain roles
  • cultivator
  • processor
  • brand owner
  • retailer
  • cannabis real-estate owner
Exposure measurement
Cannabis revenue share by state, medical or adult-use channel, retail or wholesale mix, and licensed footprint.
Core operating signals
  • store count
  • same-store sales
  • gross margin
  • free cash flow
  • wholesale pricing
  • state footprint
Underwriting variables
  • tax treatment
  • license value
  • vertical integration
  • cash access
  • balance-sheet capacity
Failure conditions
  • license loss
  • price compression
  • cash burn
  • dilution
  • adverse federal or state action
Monitoring triggers
  • state rule changes
  • store openings and closures
  • gross-margin shifts
  • financing events
  • tax arrears
Portfolio use
Policy-sensitive growth exposure constrained by liquidity, cash generation, and balance-sheet survival.

Cannabis company research

Latest annual filing available through SEC EDGAR. Fiscal periods and currencies remain separate.

CompanyRevenueOperating marginNet marginOperating cash flowAssetsLiabilitiesAnnual filing
CURLF · Curaleaf Holdings, Inc. USD 1.3 B 2% -18.2% USD 138 M USD 2.8 B USD 2 B 40-F · 2025-12-31
GTBIF · Green Thumb Industries Inc. USD 311 M 6.1% 26.7% USD 295 M USD 2.8 B USD 879 M 10-K · 2025-12-31
TLRY · Tilray Brands, Inc. USD 915 M -6.9% -13.3% USD -69.1 M USD 2.3 B USD 733 M 10-K · 2026-05-31
IIPR · INNOVATIVE INDUSTRIAL PROPERTIES INC USD 266 M 46.7% 44.5% USD 198 M USD 2.4 B USD 523 M 10-K · 2025-12-31
SNDL · SNDL Inc. CAD 946 M -0.7% -1.7% CAD 70.9 M CAD 1.3 B CAD 235 M 40-F · 2025-12-31

Research coverage only. No row identifies a holding, ranking, recommendation, target price, or performance result.