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
Reliance Global Group Inc (RELIW)
- 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
03/11/2025: RELIW (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 -58.62% | Avg. Invested days 16 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.24M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 5766 | Beta 0.08 | 52 Weeks Range 0.02 - 0.11 | Updated Date 03/29/2025 |
52 Weeks Range 0.02 - 0.11 | Updated Date 03/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 2034852 |
Shares Outstanding - | Shares Floating 2034852 | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
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 has grown through acquisitions to offer a range of insurance services. Significant milestones include strategic acquisitions and expanding its service offerings.
Core Business Areas
- Insurance Agency: Provides retail insurance brokerage services to individuals and businesses.
- Insurance Program Management: Develops and manages niche insurance programs targeting specific industries or risks.
Leadership and Structure
The company is led by Ezra Beyman (CEO). Organizational structure is centered on the insurance agency and program management divisions.
Top Products and Market Share
Key Offerings
- Retail Insurance Policies: Provides various insurance policies like home, auto, and business. Market share is fragmented; competitors include major national and regional agencies. Revenue details not publicly available for product level granularity. Competitors: Brown & Brown (BRO), Arthur J. Gallagher (AJG), Marsh & McLennan (MMC).
- Program Management Insurance: Develops and manages specialized insurance programs. Market share details are niche-specific and not readily available. Competitors depend on the niche. Revenue details not publicly available for product level granularity. Competitors: Depends on the niche; potentially smaller, specialized program managers.
Market Dynamics
Industry Overview
The insurance industry is highly competitive, with evolving regulations and technological advancements driving change.
Positioning
Reliance Global Group positions itself through niche program management and retail services. Competitive advantages may include specialized expertise and customer relationships.
Total Addressable Market (TAM)
The total US insurance market is estimated in the trillions of dollars. Reliance Global Group's positioning targets specific segments, capturing a small percentage of the vast TAM.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Acquisition-based growth
- Experienced management team
- Niche program expertise
Weaknesses
- Relatively small market capitalization
- High Debt Levels
- Limited brand recognition
- Dependence on acquisitions for growth
Opportunities
- Expanding niche program offerings
- Technological integrations
- Strategic partnerships
- Market consolidation opportunities
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BRO
- AJG
- MMC
Competitive Landscape
Reliance Global Group faces competition from larger, more established insurance brokers. Its advantage lies in niche specialization.
Major Acquisitions
J.P. Kush & Associates, Inc.
- Year: 2021
- Acquisition Price (USD millions): 4.5
- Strategic Rationale: Expand the company's insurance services offerings and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven primarily through acquisitions. Specific growth rates require financial data.
Future Projections: Future growth projections require analyst estimates which are not available without specific financial data retrieval.
Recent Initiatives: Recent initiatives may include new acquisitions, program launches, or technology implementations.
Summary
Reliance Global Group is a smaller player in the insurance market focusing on niche programs and retail brokerage. The company's growth is largely dependent on acquisitions. High debt levels and significant competition are key challenges. Future success hinges on successful integration of acquired companies and organic growth in niche markets.
Similar Companies
AJG
Arthur J Gallagher & Co
AJG
Arthur J Gallagher & Co
BRO
Brown & Brown Inc
BRO
Brown & Brown Inc
MMC
Marsh & McLennan Companies Inc
MMC
Marsh & McLennan Companies Inc
WTW
Willis Towers Watson PLC
WTW
Willis Towers Watson PLC
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate. Financial data requires real-time updates.
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 2021-02-09 | 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.