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Upturn AI SWOT - About
P10 Inc (PX)
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Upturn Advisory Summary
03/27/2025: PX (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 38.52% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.32B USD | Price to earnings Ratio 74.06 | 1Y Target Price 15.57 |
Price to earnings Ratio 74.06 | 1Y Target Price 15.57 | ||
Volume (30-day avg) 588728 | Beta 0.86 | 52 Weeks Range 6.99 - 14.24 | Updated Date 03/27/2025 |
52 Weeks Range 6.99 - 14.24 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 1.16% | Basic EPS (TTM) 0.16 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.31% | Operating Margin (TTM) 54.36% |
Management Effectiveness
Return on Assets (TTM) 7.12% | Return on Equity (TTM) 4.84% |
Valuation
Trailing PE 74.06 | Forward PE 13.07 | Enterprise Value 1617306143 | Price to Sales(TTM) 4.44 |
Enterprise Value 1617306143 | Price to Sales(TTM) 4.44 | ||
Enterprise Value to Revenue 5.46 | Enterprise Value to EBITDA 20.11 | Shares Outstanding 74793000 | Shares Floating 58257888 |
Shares Outstanding 74793000 | Shares Floating 58257888 | ||
Percent Insiders 16 | Percent Institutions 58.06 |
Analyst Ratings
Rating 3.86 | Target Price 14.71 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
P10 Inc
Company Overview
History and Background
P10 Inc. is a multi-asset class private markets solutions provider. Formerly known as RCP Acquisition Corp, it was founded in 2017. It focuses on acquiring and developing specialized private equity investment firms.
Core Business Areas
- Private Equity: P10 invests in and manages private equity assets through its various subsidiary firms, offering access to a diversified range of strategies and investment opportunities.
- Venture Capital: P10 provides venture capital investment strategies.
- Other Alternative Investments: P10 expands into real estate, private credit and infrastructure.
Leadership and Structure
Luke Sarsfield is the Chief Executive Officer. The company operates with a decentralized structure, allowing its subsidiary firms to maintain their autonomy while benefiting from P10's overall resources and platform.
Top Products and Market Share
Key Offerings
- RCP Advisors: RCP Advisors is a provider of Small Market Private Equity access with $12.8 billion AUM.
- TrueBridge Capital Partners: TrueBridge Capital Partners is an established venture capital access with $4.7 billion AUM.
- Capital Dynamics: Capital Dynamics is a middle market private credit business with $13.4 billion AUM.
Market Dynamics
Industry Overview
The private equity industry is characterized by high growth, driven by increasing demand for alternative investments. It is also competitive with both large cap and small cap players.
Positioning
P10 Inc. is positioned as a multi-asset class provider with a focus on small to mid-sized private equity and venture capital. Its competitive advantage lies in its diversified platform and specialized investment expertise.
Total Addressable Market (TAM)
The total addressable market for alternative investments is estimated to be in the trillions of dollars. P10 is positioned to capture a portion of this market through its diversified platform and specialized investment strategies.
Upturn SWOT Analysis
Strengths
- Diversified platform across multiple asset classes
- Specialized expertise in private equity and venture capital
- Decentralized operating model promoting autonomy
- Strong track record of investment performance
Weaknesses
- Reliance on key personnel at subsidiary firms
- Potential for conflicts of interest among subsidiary firms
- Dependence on favorable market conditions for private equity
- High management costs
Opportunities
- Expanding into new alternative asset classes
- Acquiring complementary private equity firms
- Increasing penetration in international markets
- Developing new investment strategies to meet changing investor needs
Threats
- Increased competition from larger private equity firms
- Economic downturn impacting private equity valuations
- Changes in regulatory environment impacting private equity
- Difficulty attracting and retaining top talent
Competitors and Market Share
Key Competitors
- BLK
- PGIM
- APO
Competitive Landscape
P10 Inc. is a smaller player compared to larger asset managers like BlackRock. P10 differentiates itself through specialization and a focus on the lower and middle market for private equity.
Major Acquisitions
Enhanced Capital Group
- Year: 2021
- Acquisition Price (USD millions): 31
- Strategic Rationale: ECG expands P10's business credit and impact investing strategies and strengthens the firm's direct lending capabilities.
Capital Dynamics
- Year: 2021
- Acquisition Price (USD millions): 234
- Strategic Rationale: Capital Dynamics gives P10 a foothold in private credit.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions of private equity firms and organic growth in AUM.
Future Projections: Future growth is expected to be driven by continued acquisitions and organic growth in AUM. Analyst estimates require review of financial news outlets.
Recent Initiatives: Recent initiatives include acquiring new private equity firms and expanding into new alternative asset classes.
Summary
P10 Inc. is a growing multi-asset class firm specializing in private markets. Its strength lies in its diverse portfolio of acquired firms. It must effectively manage the complexities of integrating multiple entities. Future success depends on disciplined investment strategies and capital allocation as well as economic factors.
Similar Companies
- BLK
- PGIM
- APO
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Company Investor Presentation
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share percentages are approximations. Financial data may be subject to change.
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 P10 Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2021-10-21 | Chairman of the Board, President & CEO Mr. Luke A. Sarsfield III | ||
Sector Financial Services | Industry Asset Management | Full time employees 267 | Website https://www.p10alts.com |
Full time employees 267 | Website https://www.p10alts.com | ||
P10, Inc. operates as a multi-asset class private market solutions provider in the alternative asset management industry in the United States. The company's portfolio of private solutions includes private equity, venture capital, impact investing, and private credit, as well as primary fund of funds, secondary investment, and direct and co-investments services. It markets its private equity solutions under the RCP Advisors, Bonaccord Capital, and P10 Advisors brands; venture capital solution under the TrueBridge brand; impact investing solution under the Enhanced brand; and private credit solutions under the Five Points, Hark Capital, and WTI brands. P10, Inc. was founded in 1992 and is headquartered in Dallas, Texas.
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