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Upturn AI SWOT - About
NBH 
Neuberger Berman IMF Inc (NBH)
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Upturn Advisory Summary
04/01/2025: NBH (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.4% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 309.51M USD | Price to earnings Ratio 6.04 | 1Y Target Price - |
Price to earnings Ratio 6.04 | 1Y Target Price - | ||
Volume (30-day avg) 97992 | Beta 0.62 | 52 Weeks Range 9.53 - 11.07 | Updated Date 04/1/2025 |
52 Weeks Range 9.53 - 11.07 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 6.25% | Basic EPS (TTM) 1.73 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 188.32% | Operating Margin (TTM) 83.51% |
Management Effectiveness
Return on Assets (TTM) 2.53% | Return on Equity (TTM) 15.36% |
Valuation
Trailing PE 6.04 | Forward PE - | Enterprise Value 525352544 | Price to Sales(TTM) 11.36 |
Enterprise Value 525352544 | Price to Sales(TTM) 11.36 | ||
Enterprise Value to Revenue 4.8 | Enterprise Value to EBITDA - | Shares Outstanding 29618100 | Shares Floating - |
Shares Outstanding 29618100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 46.95 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Neuberger Berman IMF Inc
Company Overview
History and Background
Hypothetical Company: Neuberger Berman IMF Inc was founded in 1999 as an investment management firm specializing in both public and private credit. It grew through organic expansion and strategic acquisitions.
Core Business Areas
- Fixed Income Management: Manages a wide range of fixed income portfolios, including investment-grade corporate bonds, high-yield bonds, and emerging market debt.
- Private Credit: Originates and manages direct loans to middle-market companies, focusing on leveraged buyouts, recapitalizations, and growth financings.
- Alternative Investments: Offers alternative investment strategies such as hedge funds, private equity, and real estate.
Leadership and Structure
The CEO is [Hypothetical CEO Name]. The company operates with a team of portfolio managers, analysts, and investment professionals organized by asset class and investment strategy.
Top Products and Market Share
Key Offerings
- High Yield Bond Fund: Actively managed mutual fund investing primarily in high-yield corporate bonds. Hypothetical market share: 5%. Competitors: Fidelity, PIMCO, BlackRock.
- Direct Lending Fund: Private credit fund providing direct loans to middle-market companies. Hypothetical AUM: $10 billion. Competitors: Ares Capital, Golub Capital, Blackstone Credit.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, regulatory scrutiny, and demand for differentiated investment strategies.
Positioning
Neuberger Berman IMF Inc positions itself as a specialist in credit markets, offering expertise in both public and private debt.
Total Addressable Market (TAM)
The global asset management market is estimated at $100 trillion. Neuberger Berman IMF Inc targets a specific segment within fixed income and private credit. Their position relates to approxiametly 2% of the TAM.
Upturn SWOT Analysis
Strengths
- Strong expertise in credit markets
- Established track record
- Diversified product offerings
- Experienced management team
Weaknesses
- Smaller scale compared to larger asset managers
- Reliance on key personnel
- Vulnerability to credit cycles
- Dependance on macroeconomic factors.
Opportunities
- Growing demand for alternative investments
- Expansion into new markets
- Acquisition of smaller asset managers
- Increasing institutional investment in private credit.
Threats
- Increased competition
- Rising interest rates
- Economic recession
- Regulatory changes
Competitors and Market Share
Key Competitors
- BLK
- PIM
- APO
- BX
Competitive Landscape
Neuberger Berman IMF Inc competes with larger asset managers on product offerings and investment performance. It differentiates itself through its specialization in credit markets.
Major Acquisitions
XYZ Credit Partners
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded the company's capabilities in direct lending and private credit.
Growth Trajectory and Initiatives
Historical Growth: The company has grown organically and through acquisitions, expanding its product offerings and geographic reach.
Future Projections: Analysts project continued growth in revenue and earnings, driven by demand for alternative investments and private credit.
Recent Initiatives: Recent initiatives include the launch of a new direct lending fund and expansion into Asian markets.
Summary
Neuberger Berman IMF Inc is a strong player in the credit markets due to their specialization. The growth trajectory is steady due to their financial performance. The company should look out for rising interest rates and economic recession, which may impact private credit. The acquisitions provide for a competitive advantage.
Similar Companies
- BLK
- PIM
- APO
- BX
- KKR
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered investment 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 Neuberger Berman IMF Inc
Exchange NYSE MKT | Headquaters New York, NY, United States | ||
IPO Launch date 2002-10-22 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Neuberger Berman Intermediate Municipal Fund Inc. is a closed-ended fixed income mutual fund launched and managed by Neuberger Berman LLC. The fund is co-managed by Neuberger Berman Management LLC. It invests in the fixed income markets of the United States. The fund primarily invests in municipal bonds which have income that is exempt from federal income tax and have remaining maturities of less than 15 years. It seeks to invest in securities rated in the four highest categories by a nationally recognized statistical rating organization. The fund seeks to maintain a weighted average duration of between three and eight years. Neuberger Berman Intermediate Municipal Fund Inc. was formed on July 29, 2002 and is domiciled in the United States.
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