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Upturn AI SWOT - About
B. Riley Financial Inc. 5.25% Senior Notes due 2028 (RILYZ)
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Upturn Advisory Summary
06/10/2024: RILYZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -19.58% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/10/2024 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 536.78M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 63667 | Beta - | 52 Weeks Range 9.78 - 18.30 | Updated Date 06/10/2024 |
52 Weeks Range 9.78 - 18.30 | Updated Date 06/10/2024 | ||
Dividends yield (FY) 18.94% | Basic EPS (TTM) - |
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 - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
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 - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
B. Riley Financial Inc. 5.25% Senior Notes due 2028
Company Overview
History and Background
B. Riley Financial, Inc. (RILY) was founded in 1997. It started as a restructuring and financial advisory firm and has evolved into a diversified financial services company through organic growth and acquisitions.
Core Business Areas
- Capital Markets: Provides investment banking, corporate finance, research, sales & trading, and wealth management services.
- Auction and Liquidation: Offers asset disposition services, including auctioning and liquidating assets.
- Financial Consulting: Provides restructuring, valuation, and forensic accounting services.
- Principal Investments: Manages a portfolio of direct investments in companies.
Leadership and Structure
Bryant R. Riley serves as Chairman and Co-Chief Executive Officer. The organizational structure includes various divisions led by experienced professionals.
Top Products and Market Share
Key Offerings
- Investment Banking: Underwriting, M&A advisory, and other investment banking services. Competitors include bulge bracket banks and boutique investment banks. Market share varies depending on the specific transaction. B. Riley focuses on the lower middle market, where competition may be less intense.
- Restructuring Services: Advising companies facing financial distress. Competitors include AlixPartners, FTI Consulting, and Alvarez & Marsal. Revenue and market share fluctuate depending on the economic cycle and the number of distressed companies.
- Auction and Liquidation: Selling assets of bankrupt or restructuring companies. Competitors include Gordon Brothers and Liquidity Services, Inc. Market share varies based on the type and value of assets being sold.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes and economic cycles. The restructuring segment is counter-cyclical, benefiting from economic downturns.
Positioning
B. Riley is positioned as a diversified financial services firm focusing on the lower middle market and special situations, offering a range of services from investment banking to restructuring.
Total Addressable Market (TAM)
The TAM across B. Riley's various segments is substantial, encompassing investment banking, asset management, and restructuring advisory. B. Riley is positioned to capture a portion of this TAM by focusing on the lower middle market and specialized services.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong expertise in restructuring and special situations
- Established brand name
- Experienced management team
Weaknesses
- Dependence on economic cycles
- Exposure to risks associated with principal investments
- Relatively small size compared to larger competitors
- 5.25% Senior Notes due 2028 is debt
Opportunities
- Expansion into new markets and service lines
- Acquisition of complementary businesses
- Increased demand for restructuring services during economic downturns
- Growth in the wealth management business
Threats
- Economic recession
- Increased competition
- Regulatory changes
- Fluctuations in interest rates
Competitors and Market Share
Key Competitors
- Houlihan Lokey (HLI)
- Moelis & Company (MC)
- PJT Partners (PJT)
Competitive Landscape
B. Riley is a smaller player compared to larger investment banks. Its strength lies in its expertise in restructuring and special situations and its focus on the lower middle market.
Major Acquisitions
National Holdings Corporation
- Year: 2021
- Acquisition Price (USD millions): 305.3
- Strategic Rationale: Expanded B. Riley's wealth management business and enhanced its capital markets capabilities.
Growth Trajectory and Initiatives
Historical Growth: B. Riley Financial has grown through organic growth and strategic acquisitions.
Future Projections: Requires analyst reports and company guidance. Consider projected revenue growth, earnings growth, and expansion plans.
Recent Initiatives: Monitor B. Riley Financial's press releases and investor presentations for information on recent acquisitions, partnerships, and new initiatives.
Summary
B. Riley is a diversified financial services company with strengths in restructuring and the lower middle market. Its diversified revenue streams and experienced management are positives, however, it is still a smaller player relative to larger competitors and is dependent on economic cycles. The 5.25% Senior Notes due 2028 represent debt that the company must manage effectively.
Similar Companies
- HLI
- MC
- PJT
- LBAI
Sources and Disclaimers
Data Sources:
- B. Riley Financial, Inc. Investor Relations
- SEC Filings
- Analyst Reports (estimates only)
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data may not be up-to-date. Consult with a financial advisor before making 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. 5.25% Senior Notes due 2028
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2017-06-01 | CEO - | ||
Sector Other | Industry Other | Full time employees 833 | Website |
Full time employees 833 | Website | ||
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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