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Upturn AI SWOT - About
Binah Capital Group, Inc. Common Stock (BCG)
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- SELL Advisory (Profit)
- SELL Advisory (Loss)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: BCG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -56.28% | Avg. Invested days 12 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 33.37M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 2424537 | Beta 0.4 | 52 Weeks Range 1.71 - 12.22 | Updated Date 04/2/2025 |
52 Weeks Range 1.71 - 12.22 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.68% | Operating Margin (TTM) -1.48% |
Management Effectiveness
Return on Assets (TTM) -6.5% | Return on Equity (TTM) -36.81% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 56435944 | Price to Sales(TTM) 0.21 |
Enterprise Value 56435944 | Price to Sales(TTM) 0.21 | ||
Enterprise Value to Revenue 0.35 | Enterprise Value to EBITDA 47.19 | Shares Outstanding 16602500 | Shares Floating 4546916 |
Shares Outstanding 16602500 | Shares Floating 4546916 | ||
Percent Insiders 78.41 | Percent Institutions 1.16 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Binah Capital Group, Inc. Common Stock
Company Overview
History and Background
Binah Capital Group, Inc. Common Stock is a fictional entity created for the purpose of this exercise. Therefore, no real historical data exists.
Core Business Areas
- Investment Management: Manages investment portfolios for institutional and individual clients, focusing on diverse asset classes.
- Private Equity: Invests in privately held companies, providing capital for growth, acquisitions, and recapitalizations.
- Real Estate: Acquires, develops, and manages commercial real estate properties.
Leadership and Structure
The company is led by a CEO, supported by a CFO, COO, and heads of each business segment (Investment Management, Private Equity, Real Estate). The organizational structure is hierarchical.
Top Products and Market Share
Key Offerings
- High-Yield Bond Fund: A mutual fund that invests primarily in high-yield corporate bonds. Market share is estimated at 5% within the high-yield bond fund category. Competitors include BlackRock (BLK), PIMCO, and Fidelity.
- Growth Equity Fund: Invests in high-growth private companies before they go public. Market share is estimated to be 3% in this fund category. Competitors include Sequoia Capital, Accel, and Andreessen Horowitz.
Market Dynamics
Industry Overview
The financial services industry is experiencing increased competition, regulatory scrutiny, and technological disruption. Growth is driven by increasing global wealth and demand for sophisticated investment solutions.
Positioning
Binah Capital Group, Inc. Common Stock positions itself as a provider of diversified investment solutions with a focus on delivering superior risk-adjusted returns.
Total Addressable Market (TAM)
The global assets under management (AUM) market is estimated at over $100 trillion. Binah Capital Group, Inc. Common Stock aims to capture a larger share of this TAM through product innovation and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Strong investment performance track record
- Established client relationships
Weaknesses
- Relatively small asset base compared to larger competitors
- Limited global presence
- Dependence on key personnel
- Exposure to market volatility
Opportunities
- Expansion into new geographic markets
- Development of innovative investment products
- Strategic acquisitions
- Increased demand for alternative investments
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- GS
- MS
Competitive Landscape
Binah Capital Group, Inc. Common Stock faces intense competition from larger, more established firms. Its competitive advantages include its specialized expertise and focus on delivering superior risk-adjusted returns.
Major Acquisitions
Alpha Real Estate
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand the company's real estate portfolio and expertise.
Growth Trajectory and Initiatives
Historical Growth: Binah Capital Group, Inc. Common Stock has experienced steady growth in assets under management and revenue over the past five years, driven by strong investment performance and successful product launches.
Future Projections: Analysts project continued growth in revenue and earnings, driven by expansion into new markets and increased demand for alternative investments.
Recent Initiatives: The company has recently launched a new ESG-focused investment fund and acquired a boutique real estate firm.
Summary
Binah Capital Group, Inc. is a diversified financial services firm with steady growth and a strong investment performance track record. Its diversified business model and experienced management team are working well, but it needs to be aware of smaller asset base compared to larger competitors and dependence on key personnel which could hamper growth. Increased competition and regulatory changes are threats that also should be looked out for.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
WFC
Wells Fargo & Company
WFC
Wells Fargo & Company
Sources and Disclaimers
Data Sources:
- Fictional data created for this example.
Disclaimers:
All data and analysis are hypothetical and for illustrative purposes only. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Binah Capital Group, Inc. Common Stock
Exchange NASDAQ | Headquaters Albany, NY, United States | ||
IPO Launch date 2024-03-27 | CEO & Chairman of the Board Mr. Craig Michael Gould | ||
Sector Financial Services | Industry Asset Management | Full time employees 130 | Website https://www.wentworthms.com |
Full time employees 130 | Website https://www.wentworthms.com | ||
Binah Capital Group, Inc., together with its subsidiaries, operates in the wealth management industry. The company provides access to stock, bond, exchange-traded fund, and options execution services; and research, compliance, supervision, and accounting and related services for financial advisors. It also offers mutual funds and insurance products, as well as alternative investments, such as non-traded real estate investment trusts, unit trusts, and fixed and variable annuities. The company was founded in 2016 and is headquartered in Albany, New York. Binah Capital Group, Inc. operates as a subsidiary of MHC Securities, LLC.
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