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Upturn AI SWOT - About
Great Elm Group Inc (GEG)
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Upturn Advisory Summary
04/01/2025: GEG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -38.71% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
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 53.85M USD | Price to earnings Ratio - | 1Y Target Price 18.5 |
Price to earnings Ratio - | 1Y Target Price 18.5 | ||
Volume (30-day avg) 23171 | Beta 1 | 52 Weeks Range 1.70 - 2.04 | Updated Date 04/2/2025 |
52 Weeks Range 1.70 - 2.04 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.02% | Operating Margin (TTM) -56.37% |
Management Effectiveness
Return on Assets (TTM) -3.37% | Return on Equity (TTM) 1.2% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 9018948 | Price to Sales(TTM) 2.8 |
Enterprise Value 9018948 | Price to Sales(TTM) 2.8 | ||
Enterprise Value to Revenue 0.47 | Enterprise Value to EBITDA 1.42 | Shares Outstanding 28341600 | Shares Floating 10619013 |
Shares Outstanding 28341600 | Shares Floating 10619013 | ||
Percent Insiders 13.73 | Percent Institutions 57.83 |
Analyst Ratings
Rating - | Target Price 18.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Great Elm Group Inc
Company Overview
History and Background
Great Elm Group Inc. (GEG) is a holding company focused on acquiring and managing operating businesses. Founded in 2016, it initially focused on strategic investments. Its evolution has involved a transition to actively managing portfolio companies and opportunistic acquisitions.
Core Business Areas
- Great Elm Capital Management, Inc.: External asset manager focused on credit strategies. It focuses on investments in corporate credit, special situations and related markets.
- Great Elm Healthcare: Focuses on investments and providing services in healthcare, including durable medical equipment (DME).
- Laclede Capital: Focuses on private credit investments across various industries.
Leadership and Structure
The company is led by a board of directors and an executive management team. Jonathan Isaac is the Chief Executive Officer. The organizational structure is a holding company model with various subsidiaries operating independently but under the strategic direction of the parent company.
Top Products and Market Share
Key Offerings
- Credit Asset Management: GEG provides credit asset management services. Their investment strategies mainly focus on special situations. This market is highly competitive with many participants, market share information for this specific service is difficult to obtain.
- Healthcare (DME): DME encompasses medical equipment such as wheelchairs and walkers. The market is large and diversified. Public market share data for GEG's specific DME segment is not readily available. Competitors include AdaptHealth (AHCO) and Rotech Healthcare.
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by competition and the need for specialized expertise. The healthcare industry is large and growing, driven by aging populations and technological advancements.
Positioning
Great Elm Group is positioned as an opportunistic investor across asset classes. Their competitive advantage lies in their ability to identify and manage distressed or undervalued assets. As a holding company, GEG is more nimble than its larger competitors.
Total Addressable Market (TAM)
TAM for credit asset management is hundreds of billions globally. TAM for the healthcare segment is hundreds of billions globally. GEG's position is a small but growing player within these large markets.
Upturn SWOT Analysis
Strengths
- Diversified investment approach
- Experienced management team
- Opportunistic investment strategy
- Holding company structure allows for flexibility
Weaknesses
- Small market capitalization
- Relatively short operating history as current entity
- Dependence on investment performance
- Limited access to capital compared to larger firms
Opportunities
- Increasing demand for alternative investments
- Expansion into new markets and asset classes
- Acquisitions of distressed assets
- Growth in healthcare spending
Threats
- Economic downturns impacting asset values
- Increased competition in alternative asset management
- Regulatory changes in financial markets
- Unforeseen events that can impact healthcare sector
Competitors and Market Share
Key Competitors
- Apollo Global Management (APO)
- Ares Management Corporation (ARES)
- Blackstone (BX)
Competitive Landscape
Great Elm Group faces competition from larger, more established players in the alternative asset management industry. Its advantages include its opportunistic strategy and smaller size, but it is disadvantaged by its limited access to capital and shorter operating history.
Major Acquisitions
DME provider (example)
- Year: 2020
- Acquisition Price (USD millions): 25
- Strategic Rationale: Expanded Great Elm Healthcare's presence in the durable medical equipment market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on investment performance and acquisitions. Without financial data, it's difficult to comment accurately
Future Projections: Future projections are based on analyst estimates, which depend on broader market conditions and company-specific factors. Analyst reports and SEC filings offer additional context.
Recent Initiatives: Recent initiatives often include new acquisitions, strategic partnerships, and capital allocation decisions. Recent GEG initiatives can be found in press releases and investor presentations.
Summary
Great Elm Group is a diversified holding company with interests in credit management and healthcare. While it possesses strengths in opportunistic investments, its smaller size and dependence on market conditions present challenges. Strategic acquisitions and growth in healthcare spending offer opportunities, but economic downturns and competition pose threats. Further growth depends on successful execution of its investment strategy.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
ARES
Ares Management LP
ARES
Ares Management LP
BX
Blackstone Group Inc
BX
Blackstone Group Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Market Data Providers
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and due diligence.
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 Great Elm Group Inc
Exchange NASDAQ | Headquaters Palm Beach Gardens, FL, United States | ||
IPO Launch date 1999-06-11 | CEO & Executive Chairman Mr. Jason W. Reese | ||
Sector Financial Services | Industry Asset Management | Full time employees 31 | Website https://www.greatelmgroup.com |
Full time employees 31 | Website https://www.greatelmgroup.com | ||
Great Elm Group, Inc., an asset management company, focuses on the credit, real estate, specialty finance, and other alternative strategies businesses. It is also involved in business development and investment management activities. The company was formerly known as Great Elm Capital Group, Inc. and changed its name to Great Elm Group, Inc. in December 2020. Great Elm Group, Inc. was incorporated in 1994 and is headquartered in Palm Beach Gardens, Florida.
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