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Upturn AI Summary - About
Abacus Global Management, Inc.(ABX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ABX
10/28/2026: ABX (3-star) is currently NOT-A-BUY. Pass it for now.
Abacus Global Management, Inc. is a financial services company focused on the niche alternative asset management market, specifically longevity-based assets and life insurance settlements. Its core business strength lies in its vertical integration and proprietary actuarial technology, which provides a differentiated value proposition. The company’s primary growth opportunity is the expansion of its institutional AUM and private wealth distribution platforms. Key risks include regulatory exposure and potential execution challenges in scaling its specialized investment model. The stock may suit investors seeking alternative, uncorrelated yield sources and is supported by a stable dividend, though it requires monitoring for industry-specific regulatory shifts and interest rate sensitivity.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Abacus offers exposure to a high-growth niche within the alternative asset management sector. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a sustained positive upturn in the stock's relative strength and market sentiment. |
| Value investor | Strong fit | The company's P/E valuation relative to its growth potential in the alternative asset market may appeal to value-oriented investors. |
| Dividend investor | Strong fit | The company provides a consistent dividend yield, making it suitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The inherent complexity and regulatory nature of life settlements introduce risks that may exceed low-risk mandates. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | As a small-cap financial stock, price swings are common based on interest rate sentiment. |
| Valuation risk | Medium | The accuracy of actuarial valuations is critical to the company's reported financial health. |
| Competition risk (Alternative Asset Managers) | Medium / high | Larger firms with massive capital bases could challenge Abacus in the life settlement space. |
| Business quality | Medium | The company has a solid, differentiated business model but is still maturing as a public entity. |
| Dividend income | Low | The dividend is relatively stable, providing reliable, though not high-yield, income. |
| Execution risk | Medium | Successful growth depends on scaling AUM and executing securitization strategies effectively. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 42.58% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 817.54M USD | Price to earnings Ratio 30.96 | 1Y Target Price 13.75 |
Price to earnings Ratio 30.96 | 1Y Target Price 13.75 | ||
Volume (30-day avg) 683.5K shares | Beta 0.07 | 52 Weeks Range 4.85 - 12.44 | Updated Date 10/28/2026 |
52 Weeks Range 4.85 - 12.44 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 2.44% | Basic EPS (TTM) 0.27 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Asset Management | Management fees from longevity-based investment funds and fixed-income replacement strategies. | Earns steady fee revenue by managing money for institutional and private clients. |
| Life Solutions | Buying and managing life insurance policies until maturity. | Generates profits when the death benefits of settled insurance policies are paid out. |
| Technology Services | Real-time mortality and verification data services provided to insurers. | Provides stable, subscription-like technology revenue based on actuarial data needs. |
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 2026-11-05 | When After Market | Estimate 0.28 | Actual - |
Profitability
Profit Margin 10.55% | Operating Margin (TTM) 29.42% |
Management Effectiveness
Return on Assets (TTM) 7.05% | Return on Equity (TTM) 6.55% |
Valuation
Trailing PE 30.96 | Forward PE 10.57 | Enterprise Value 1.12B | Price to Sales(TTM) 3.06 |
Enterprise Value 1.12B | Price to Sales(TTM) 3.06 | ||
Enterprise Value to Revenue 4.2 | Enterprise Value to EBITDA 11.1 | Shares Outstanding 97.79M | Shares Floating 46.69M |
Shares Outstanding 97.79M | Shares Floating 46.69M | ||
Percent Insiders 69.03 | Percent Institutions 28.4 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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