Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
- About
Binah Capital Group, Inc. Common Stock (BCG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
01/09/2026: BCG (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.
Analysis of Past Performance
Type Stock | Historic Profit -77.44% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 33.04M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.45 | 52 Weeks Range 1.71 - 6.28 | Updated Date 06/29/2025 |
52 Weeks Range 1.71 - 6.28 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.12 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.13% | Operating Margin (TTM) 3.01% |
Management Effectiveness
Return on Assets (TTM) -2.91% | Return on Equity (TTM) -11.19% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 54796895 | Price to Sales(TTM) 0.19 |
Enterprise Value 54796895 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 0.32 | Enterprise Value to EBITDA 13.02 | Shares Outstanding 16602500 | Shares Floating 3144506 |
Shares Outstanding 16602500 | Shares Floating 3144506 | ||
Percent Insiders 79.31 | Percent Institutions 1.83 |
Upturn AI SWOT
Binah Capital Group, Inc. Common Stock
Company Overview
History and Background
Binah Capital Group, Inc. Common Stock (NASDAQ: BHCG) is a publicly traded financial services company. Information regarding its founding year and specific historical milestones is not readily available in public financial databases. The company appears to focus on investment management and advisory services.
Core Business Areas
- Investment Management: Provision of investment strategies and portfolio management for institutional and high-net-worth clients. This likely includes a range of asset classes and risk profiles.
- Financial Advisory Services: Offering strategic financial advice, capital raising assistance, and corporate restructuring services to businesses.
Leadership and Structure
Details on the specific leadership team and detailed organizational structure of Binah Capital Group, Inc. are not widely disseminated in public financial reports. As a publicly traded company, it operates under a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Description: Tailored investment solutions for pension funds, endowments, foundations, and other institutional investors. Market share data and specific revenue figures are not publicly disclosed. Competitors include large asset managers like BlackRock, Vanguard, and State Street Global Advisors.
- Product Name 1: Institutional Asset Management Services
- Description: Personalized financial planning, investment advice, and estate planning for high-net-worth individuals and families. Specific market share and revenue are not publicly available. Competitors include firms like Fidelity, Charles Schwab, and UBS Wealth Management.
- Product Name 2: Wealth Management and Advisory
Market Dynamics
Industry Overview
The financial services industry, particularly asset and wealth management, is highly competitive and subject to regulatory scrutiny. Key trends include increasing demand for passive investing, the rise of fintech solutions, and a focus on ESG (Environmental, Social, and Governance) investing.
Positioning
Binah Capital Group appears to position itself as a specialized provider of investment and advisory services, likely targeting niche markets or specific client segments. Its competitive advantages would likely stem from its investment expertise, client relationships, and potentially agile operational structure.
Total Addressable Market (TAM)
The global asset management market is valued in trillions of dollars. Binah Capital Group, Inc. operates within this large market, likely targeting a specific segment of institutional and high-net-worth clients. Its current market share is not precisely quantifiable from public data, suggesting it is a smaller player relative to industry giants.
Upturn SWOT Analysis
Strengths
- Potential for specialized expertise in niche investment strategies.
- Agility and responsiveness associated with smaller firms.
- Focus on client relationships.
Weaknesses
- Limited brand recognition compared to larger financial institutions.
- Potentially smaller asset under management (AUM), impacting economies of scale.
- Dependence on a select client base.
Opportunities
- Growth in emerging markets for investment services.
- Increased demand for alternative investments.
- Partnerships with fintech companies to enhance service offerings.
Threats
- Intensifying competition from established and new market entrants.
- Regulatory changes impacting financial services.
- Market volatility and economic downturns affecting investment performance.
Competitors and Market Share
Key Competitors
Competitive Landscape
As specific market share data for Binah Capital Group, Inc. is unavailable, a direct comparison of competitive advantages and disadvantages is challenging. Its success likely depends on its ability to differentiate through specialized services and strong client relationships against larger, more diversified financial institutions.
Growth Trajectory and Initiatives
Historical Growth: Information on historical growth trends for Binah Capital Group, Inc. is not publicly accessible.
Future Projections: Analyst estimates and future growth projections for Binah Capital Group, Inc. are not publicly available.
Recent Initiatives: Details of recent strategic initiatives undertaken by Binah Capital Group, Inc. are not widely publicized.
Summary
Binah Capital Group, Inc. appears to be a specialized financial services firm focusing on investment management and advisory. Publicly available detailed financial data and strategic information are limited, making a comprehensive assessment difficult. Its success hinges on its ability to carve out a niche and build strong client relationships in a highly competitive landscape, while navigating regulatory and market uncertainties.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Publicly available financial databases (e.g., SEC filings, financial news aggregators - specific filings for BHCG are limited in aggregation)
- Industry reports on asset and wealth management
Disclaimers:
The information provided is based on publicly accessible data and may be incomplete or subject to change. This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence.
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 Binah Capital Group, Inc. Common Stock
Exchange NASDAQ | Headquaters Albany, NY, United States | ||
IPO Launch date 2024-03-27 | CEO & Chairman of the Board Mr. Craig Michael Gould | ||
Sector Financial Services | Industry Asset Management | Full time employees 150 | Website https://www.wentworthms.com |
Full time employees 150 | Website https://www.wentworthms.com | ||
Binah Capital Group, Inc., together with its subsidiaries, operates in the wealth management industry. It provides access to stock, bond, exchange-traded fund, and options execution services; and research, compliance, supervision, and accounting and related services for financial advisors. The company also offers mutual funds and insurance products, as well as alternative investments, such as non-traded real estate investment trusts, unit trusts, and fixed and variable annuities. The company was founded in 2016 and is headquartered in Albany, New York. Binah Capital Group, Inc. operates as a subsidiary of MHC Securities, LLC.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.