Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
RELI 
Reliance Global Group Inc (RELI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: RELI (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 -24.89% | Avg. Invested days 26 | 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 3.30M USD | Price to earnings Ratio - | 1Y Target Price 7 |
Price to earnings Ratio - | 1Y Target Price 7 | ||
Volume (30-day avg) 31878 | Beta -0.31 | 52 Weeks Range 1.11 - 11.86 | Updated Date 04/4/2025 |
52 Weeks Range 1.11 - 11.86 | Updated Date 04/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -9.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-03-07 | When - | Estimate - | Actual -0.6214 |
Profitability
Profit Margin -64.55% | Operating Margin (TTM) -30.48% |
Management Effectiveness
Return on Assets (TTM) -11.55% | Return on Equity (TTM) -178.85% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 16218840 | Price to Sales(TTM) 0.23 |
Enterprise Value 16218840 | Price to Sales(TTM) 0.23 | ||
Enterprise Value to Revenue 1.15 | Enterprise Value to EBITDA -5.28 | Shares Outstanding 2869870 | Shares Floating 2034852 |
Shares Outstanding 2869870 | Shares Floating 2034852 | ||
Percent Insiders 10.18 | Percent Institutions 2.44 |
Analyst Ratings
Rating 5 | Target Price 7 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Reliance Global Group Inc
Company Overview
History and Background
Reliance Global Group, Inc. was founded in 2013. It focuses on acquiring and growing insurance agencies. The company has expanded through acquisitions and organic growth.
Core Business Areas
- Insurance Agency: Provides insurance products and services, including personal and commercial lines of insurance. Focused on growing footprint through mergers and aquisitions
Leadership and Structure
Ezra Beyman is the CEO. The company operates with a typical corporate structure.
Top Products and Market Share
Key Offerings
- Commercial Lines Insurance: Offers commercial property, liability, and casualty insurance. Competitors include large national brokers such as Marsh & McLennan and Aon, as well as smaller regional agencies. Market share data is not publicly available on a product-specific basis.
- Personal Lines Insurance: Includes auto, home, and life insurance. Competitors include State Farm, GEICO, and Progressive. Market share data is not publicly available on a product-specific basis.
Market Dynamics
Industry Overview
The insurance industry is highly competitive and subject to regulatory changes. It is growing modestly with technological transformation.
Positioning
Reliance Global Group aims to consolidate smaller insurance agencies to achieve economies of scale. Focused on acquiring established and scalable insurance companies.
Total Addressable Market (TAM)
The US insurance market is estimated to be worth over $1 trillion. Reliance Global Group is positioned to gain a fraction of this market through acquisitions and organic growth, concentrating on specific niche markets.
Upturn SWOT Analysis
Strengths
- Acquisition strategy for growth
- Experienced management team
- Diverse insurance product offerings
Weaknesses
- Relatively small market capitalization
- Integration risks from acquisitions
- Dependence on acquisition for growth
Opportunities
- Further consolidation in the insurance agency market
- Expansion into new geographic regions
- Increased demand for specialized insurance products
Threats
- Economic downturn affecting insurance demand
- Increased competition from larger insurance brokers
- Regulatory changes impacting insurance pricing
Competitors and Market Share
Key Competitors
- MMC
- AON
- WLTW
Competitive Landscape
Reliance Global Group is much smaller than its larger competitors. Its strategy is to consolidate smaller agencies to compete more effectively.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by acquisitions.
Future Projections: Future projections are based on continued acquisitions and organic growth.
Recent Initiatives: Focusing on acquiring strategic insurance agencies and expanding into new markets.
Summary
Reliance Global Group focuses on growing through acquisitions and mergers in insurance industry. This strategy presents both opportunities and risks. Overall Reliance Global Group is a small player aiming to grow in a competitive environment. The company should carefully integrate the acquired companies for cost efficiencies and to look out for larger players in the market.
Similar Companies
AJG
Arthur J Gallagher & Co
AJG
Arthur J Gallagher & Co
AON
Aon PLC
AON
Aon PLC
BROG
Brooge Holdings Ltd
BROG
Brooge Holdings Ltd
MMC
Marsh & McLennan Companies Inc
MMC
Marsh & McLennan Companies Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. The market share data is based on estimates and may not be exact.
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 Reliance Global Group Inc
Exchange NASDAQ | Headquaters Lakewood, NJ, United States | ||
IPO Launch date 2016-02-02 | CEO & Executive Chairman Mr. Ezra Beyman | ||
Sector Financial Services | Industry Insurance Brokers | Full time employees 64 | |
Full time employees 64 | |||
Reliance Global Group, Inc. focuses on the acquisition and management of wholesale and retail insurance agencies in the United States. It provides agency services for insurance products in healthcare and medicare, personal and commercial, trucking, property and casualty, and insurance brokerage. The company was formerly known as Ethos Media Network, Inc. and changed its name to Reliance Global Group, Inc. in October 2018. Reliance Global Group, Inc. was incorporated in 2013 and is headquartered in Lakewood, New Jersey.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.