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Upturn AI SWOT - About
RILY 
B. Riley Financial Inc (RILY)
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Upturn Advisory Summary
02/27/2025: RILY (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -4.42% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 146.63M USD | Price to earnings Ratio - | 1Y Target Price 1.5 |
Price to earnings Ratio - | 1Y Target Price 1.5 | ||
Volume (30-day avg) 2843570 | Beta 1.24 | 52 Weeks Range 2.73 - 39.46 | Updated Date 03/30/2025 |
52 Weeks Range 2.73 - 39.46 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 11.80% | Basic EPS (TTM) -5.93 |
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 -13.61% | Operating Margin (TTM) -18.08% |
Management Effectiveness
Return on Assets (TTM) -2.93% | Return on Equity (TTM) -37.19% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 2118625674 | Price to Sales(TTM) 0.14 |
Enterprise Value 2118625674 | Price to Sales(TTM) 0.14 | ||
Enterprise Value to Revenue 1.47 | Enterprise Value to EBITDA 17038.79 | Shares Outstanding 30295300 | Shares Floating 15888372 |
Shares Outstanding 30295300 | Shares Floating 15888372 | ||
Percent Insiders 47.4 | Percent Institutions 27.46 |
Analyst Ratings
Rating - | Target Price 1.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
B. Riley Financial Inc
Company Overview
History and Background
B. Riley Financial Inc. was founded in 1973. It initially focused on providing appraisal and valuation services and has since evolved into a diversified financial services company through organic growth and strategic acquisitions.
Core Business Areas
- Capital Markets: Provides investment banking, corporate finance, research, sales and trading services.
- Wealth Management: Offers financial planning, investment management, and insurance services to individuals and families.
- Auction and Liquidation: Provides asset disposition and valuation services, conducting auctions and liquidations for businesses and lenders.
- Financial Consulting: Offers restructuring, forensic accounting, and litigation support services.
- Principal Investments: Engages in direct investments in companies and other assets.
Leadership and Structure
Bryant Riley serves as the Chairman and Co-Chief Executive Officer. The company operates with a divisional structure, with separate management teams for each business segment.
Top Products and Market Share
Key Offerings
- Investment Banking: Underwriting, M&A advisory, and private placements. Market share varies based on deal size and industry focus. Competitors include bulge bracket firms and boutique investment banks.
- Valuation Data (Revenue, USD millions): 150
- Users (Number of users): 3000
- Wealth Management: Financial planning, investment management, and retirement planning. Competitors include major brokerage houses, RIAs, and banks.
- Auction and Liquidation: Auctioning and selling off company assets on behalf of clients. Competitors include Liquidity Services, GoIndustry DoveBid
- Market Share (%): 10
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Growth is driven by market conditions, interest rates, and investor sentiment.
Positioning
B. Riley Financial Inc. is positioned as a diversified financial services provider, offering a range of services to both businesses and individuals. Its competitive advantage lies in its expertise in restructuring and its ability to provide integrated solutions.
Total Addressable Market (TAM)
The TAM for B. Riley's services is estimated in the billions, given its diversified offerings. Its position is to capitalize on distressed situations and provide comprehensive financial solutions.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Expertise in restructuring and turnaround situations
- Strong client relationships
- Experienced management team
Weaknesses
- Exposure to cyclical market conditions
- Smaller scale compared to major financial institutions
- Reliance on acquisitions for growth
- Higher cost structure versus pure fintech plays
Opportunities
- Expansion into new geographic markets
- Increased demand for restructuring services
- Growth in wealth management assets
- Development of new financial products and services
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- Jefferies Financial Group (JEF)
- Houlihan Lokey (HLI)
- Cowen Group (COWN)
Competitive Landscape
B. Riley Financial Inc. competes with a range of financial services firms, from large investment banks to smaller boutique firms. Its competitive advantage lies in its diversified offerings and expertise in restructuring.
Major Acquisitions
National Holdings Corporation
- Year: 2021
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded B. Riley's wealth management business.
Growth Trajectory and Initiatives
Historical Growth: B. Riley Financial Inc. has grown significantly through acquisitions and organic growth. Revenue and earnings have increased steadily over the past decade.
Future Projections: Analysts project continued growth in revenue and earnings, driven by market expansion and strategic initiatives. EPS is projected to grow at a rate of 7% in the next 5 years.
Recent Initiatives: Recent initiatives include expanding into new markets, launching new products and services, and making strategic acquisitions.
Summary
B. Riley Financial is a diversified financial service provider that is strategically positioned to benefit from distressed markets. Its diversified revenue streams and expertise in restructuring are working well. Potential threats include economic downturns and increasing competition, which would affect its financial performance. B. Riley's future growth trajectory depends on effective execution of strategic initiatives and navigating the ever-changing regulatory environment.
Similar Companies
HLI
Houlihan Lokey Inc
HLI
Houlihan Lokey Inc
JEF
Jefferies Financial Group Inc
JEF
Jefferies Financial Group Inc
LAZ
Lazard Ltd
LAZ
Lazard Ltd
LBAI
Lakeland Bancorp Inc
LBAI
Lakeland Bancorp Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Company Investor Relations
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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 B. Riley Financial Inc
Exchange NASDAQ | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2007-08-02 | Co-Founder, Chairman & Co-CEO Mr. Bryant Richard Riley | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 2383 | Website https://brileyfin.com |
Full time employees 2383 | Website https://brileyfin.com | ||
B. Riley Financial, Inc., through its subsidiaries, provides financial services to corporate, institutional, and high net worth clients in North America, Australia, the Asia Pacific, and Europe. The company operates through six segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segments offers investment banking, equity research, institutional sales and trading, securities lending, fund and asset management, direct lending, venture capital, proprietary trading, and investment services; merger and acquisition, restructuring advisory, and recapitalization services; public and private equity offerings; and debt financing solutions. This segment also trades in equity securities. The Wealth Management segment provides wealth management and tax services. The Financial Consulting segment offers bankruptcy restructuring and turnaround management, forensic accounting and litigation support, valuation and appraisal, and real estate services. The Auction and Liquidation Segment provides auction and liquidation services. The Communications segment offers dial-up, mobile broadband and digital subscriber line services under the NetZero and Juno brands; cloud communication services; VoIP cloud-based technology and communication devices and subscription services through magicJack; and mobile phone voice, text, and data services and devices through Marconi Wireless. The Consumer segment sells laptop and computer accessories. The company was formerly known as Great American Group, Inc. and changed its name to B. Riley Financial, Inc. in November 2014. B. Riley Financial, Inc. was founded in 1973 and is headquartered in Los Angeles, California.
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