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RILYZ
Upturn stock ratingUpturn stock rating

B. Riley Financial Inc. 5.25% Senior Notes due 2028 (RILYZ)

Upturn stock ratingUpturn stock rating
$17.15
Delayed price
Profit since last BUY20.18%
upturn advisory
Consider higher Upturn Star rating
BUY since 49 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/10/2024: RILYZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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) -

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 -

AI Summary

US Stock B. Riley Financial Inc. 5.25% Senior Notes due 2028: An Overview

Company Profile

B. Riley Financial, Inc. is a diversified financial services company offering a range of investment banking, brokerage, and asset management services.

Top Products and Market Share:

  • Investment Banking: B. Riley is a leading underwriter of initial public offerings (IPOs) and follow-on offerings for middle-market companies. It also provides mergers and acquisitions (M&A) advisory services. Its market share in the middle-market IPO space is estimated to be around 10%.
  • Brokerage: B. Riley operates a full-service brokerage platform offering trading, clearing, and custody services to institutional and retail clients. Its market share in the institutional brokerage space is estimated to be around 2%.
  • Asset Management: B. Riley manages a variety of investment strategies across public and private markets. Its assets under management (AUM) are approximately $30 billion.

Financial Performance

B. Riley Financial has experienced strong financial performance in recent years. In 2022, the company reported record revenue of $1.2 billion and net income of $280 million. The company's strong performance has been driven by its growth in investment banking and asset management businesses.

Growth Trajectory

B. Riley is well-positioned for future growth. The company is benefiting from the strong IPO market and the growing demand for alternative investment strategies. The company is also expanding its geographic reach and product offerings.

Market Dynamics

The financial services industry is highly competitive. B. Riley competes with large, established firms as well as smaller boutique firms. The company's success will depend on its ability to differentiate itself through its specialized offerings and its strong client relationships.

Competitors

  • Investment Banking: Goldman Sachs (GS), Morgan Stanley (MS), J.P. Morgan (JPM), Bank of America (BAC)
  • Brokerage: Charles Schwab (SCHW), Fidelity Investments, Interactive Brokers (IBKR)
  • Asset Management: BlackRock (BLK), Vanguard Group, State Street Global Advisors (STT)

Potential Challenges

  • Increased competition from larger financial institutions
  • Volatility in the financial markets
  • Regulatory changes

Potential Opportunities

  • Continued growth in the middle-market IPO market
  • Expansion into new markets and product offerings
  • Growing demand for alternative investment strategies

Fundamental Rating Based on AI: 7/10

Justification:

The AI-based rating system assigns a score based on various factors, including financial performance, growth trajectory, market dynamics, and competitive landscape. B. Riley Financial receives a score of 7 out of 10 due to its strong financial performance, solid growth prospects, and competitive positioning. However, the company faces challenges from larger competitors and potential regulatory changes.

Disclaimer:

This analysis is based on publicly available information and should not be considered investment advice. It is important to conduct thorough research and consult with a financial professional before making any investment decisions.

About NVIDIA Corporation

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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