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B. Riley Financial Inc. 5.00% Senior Notes due 2026 (RILYG)RILYG
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Upturn Advisory Summary
06/10/2024: RILYG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 10.19% | Upturn Advisory Performance 3 | Avg. Invested days: 32 |
Profits based on simulation | Stock Returns Performance 2 | Last Close 06/10/2024 |
Type: Stock | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 10.19% | Avg. Invested days: 32 |
Upturn Star Rating | Stock Returns Performance 2 |
Profits based on simulation Last Close 06/10/2024 | Upturn Advisory Performance 3 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 539.12M USD |
Price to earnings Ratio - | 1Y Target Price - |
Dividends yield (FY) 16.44% | Basic EPS (TTM) - |
Volume (30-day avg) 22213 | Beta - |
52 Weeks Range 12.95 - 20.34 | Updated Date 06/10/2024 |
Company Size Small-Cap Stock | Market Capitalization 539.12M USD | Price to earnings Ratio - | 1Y Target Price - |
Dividends yield (FY) 16.44% | Basic EPS (TTM) - | Volume (30-day avg) 22213 | Beta - |
52 Weeks Range 12.95 - 20.34 | Updated Date 06/10/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE - | Forward PE - |
Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value to Revenue - | Enterprise Value to EBITDA - |
Shares Outstanding - | Shares Floating - |
Percent Insiders - | Percent Institutions - |
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - |
Strong Buy - | Hold - | Sell - |
Strong Sell - |
Rating - | Target Price - | Buy - | Strong Buy - |
Hold - | Sell - | Strong Sell - |
AI Summarization
US Stock B. Riley Financial Inc. 5.00% Senior Notes due 2026: A Comprehensive Overview
Company Profile
B. Riley Financial Inc. (NASDAQ: RILY) is a diversified financial services company headquartered in Los Angeles, California. The company operates through several segments, including:
- Investment Banking: Provides capital raising, mergers and acquisitions advisory, and restructuring services.
- Wealth Management: Offers investment advisory services, wealth planning, and trust services.
- Principal Investments: Invests in private equity, credit, and real estate opportunities.
- Financial and Risk Consulting: Provides advisory services to financial institutions and other businesses.
- Real Estate: Owns and operates a portfolio of commercial and residential properties.
Top Products and Market Share
B. Riley Financial's top products include investment banking services, wealth management services, and principal investments. The company does not disclose its market share in these areas. However, it is a relatively small player in the financial services industry compared to larger firms like Goldman Sachs and Morgan Stanley.
Financial Performance and Growth Trajectory
B. Riley Financial has experienced strong financial performance in recent years. Its revenue has grown significantly, and its profit margins have expanded. The company is also generating strong cash flow.
Looking ahead, B. Riley Financial is well-positioned for continued growth. The company is benefiting from the strong performance of the US economy and the increasing demand for financial services. B. Riley is also making strategic investments in its businesses to drive future growth.
Market Dynamics and Competitors
The financial services industry is highly competitive. B. Riley Financial's main competitors include:
- Investment Banks: Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan Chase (JPM)
- Wealth Management Firms: Charles Schwab (SCHW), Fidelity Investments, Morgan Stanley Wealth Management
- Principal Investment Firms: Blackstone (BX), Carlyle Group (CG), KKR & Co. (KKR)
Potential Challenges and Opportunities
B. Riley Financial faces a number of potential challenges, including:
- Competition: The company operates in a highly competitive industry, and its larger competitors have significant resources and market share.
- Regulation: The financial services industry is heavily regulated, and changes in regulations could impact B. Riley's business.
- Economic Conditions: The company's performance is closely tied to the performance of the US economy.
B. Riley Financial also has a number of potential opportunities, including:
- Growth in Wealth Management: The wealth management industry is growing rapidly, as more individuals accumulate wealth and seek professional investment advice.
- Expansion into New Markets: B. Riley is expanding its operations into new markets, such as Europe and Asia.
- Acquisitions: The company is actively pursuing acquisitions to strengthen its market position and expand its product offering.
Fundamental Rating Based on AI: 7/10
Justification:
- Strong financial performance and growth trajectory: B. Riley Financial has experienced strong financial performance in recent years and is well-positioned for continued growth.
- Experienced management team: The company has a strong management team with a proven track record.
- Diversified business model: B. Riley Financial operates in a diverse range of businesses, which helps to mitigate risk.
- Potential challenges: The company faces a number of potential challenges, including competition from larger firms and regulation.
Overall, B. Riley Financial is a fundamentally sound company with a bright future. However, it faces some challenges that investors should be aware of.
Disclaimer
This report is for informational purposes only and should not be considered investment advice. It is important to do your own research before making any investment decisions.
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. 5.00% Senior Notes due 2026
Exchange | NASDAQ | Headquaters | - |
IPO Launch date | 2017-12-14 | CEO | - |
Sector | Other | Website | |
Industry | Other | Full time employees | 833 |
Headquaters | - | ||
CEO | - | ||
Website | |||
Website | |||
Full time employees | 833 |
B. Riley Financial, Inc. provides financial services and solutions in North America, Australia, and Europe. The company operates in four segments: Capital Markets, Auction and Liquidation, Valuation and Appraisal, and Principal Investments - United Online. It offers investment banking services, including merger and acquisitions, restructuring advisory, initial and secondary public offerings, and institutional private placements; and corporate finance, research, securities lending, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The company also provides retail store liquidation, and wholesale and industrial assets disposition services; valuation and appraisal services to financial institutions, lenders, private equity firms, and other providers of capital; and consumer subscription services consisting of Internet access services under the NetZero and Juno brands, as well as email, Internet security, Web hosting, and other services. In addition, it offers advisory services to private funds, and institutional and high net worth investors; multi-family office practice and wealth management services to ultra-high net worth individuals and families; and senior secured and second lien secured loans to middle market public and the private U.S. companies. 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 Woodland Hills, California.
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