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Upturn AI Summary - About
Binah Capital Group, Inc. Common Stock(BCG)
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 BCG
11/05/2026: BCG (1-star) is currently NOT-A-BUY. Pass it for now.
Binah Capital Group is a financial services holding company that operates as a national broker-dealer aggregator, empowering independent financial advisors through a flexible, hybrid platform. Its core strength lies in its ability to consolidate independent advisory practices and broker-dealers to achieve necessary economies of scale. The primary investment story is one of growth through M&A and platform scaling in a fragmented wealth management market. However, the stock faces risks related to its small-cap liquidity, reliance on successful integration of acquisitions, and intense competition from larger industry incumbents. It may suit growth-oriented investors interested in wealth management consolidation, though potential investors should monitor AUM trends and merger integration outcomes.
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 | Mixed fit | Offers exposure to the consolidation trend in wealth management, but carries the risks of a nano-cap company. |
| Momentum investor | Strong fit while signal remains positive | The stock has shown potential for sudden price movements driven by corporate developments or acquisition news. |
| Value investor | Mixed fit | Trades at low P/E multiples but carries integration and execution risk typical of small consolidators. |
| Dividend investor | Weak fit | Does not pay a dividend, as capital is prioritized for business expansion. |
| Low-risk investor | Weak fit | Nano-cap status and exposure to market volatility make this an unsuitable choice for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a nano-cap stock, liquidity constraints often lead to significant daily price swings. |
| Valuation risk | Medium | Performance is highly sensitive to the successful integration of acquisitions and AUM growth. |
| Competition risk (Wealth management) | High | Faces fierce competition from much larger, better-capitalized firms like LPL Financial. |
| Business quality | Medium | Business model is functional and necessary, but lacks a deep economic moat compared to industry giants. |
| Dividend income | Low / none | No dividend history limits income appeal for shareholders. |
| Execution risk | Medium / high | Success depends on the ongoing consolidation of RIAs and broker-dealers. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -71% | Avg. Invested days 12 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2026 |
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 19.79M USD | Price to earnings Ratio 8.29 | 1Y Target Price - |
Price to earnings Ratio 8.29 | 1Y Target Price - | ||
Volume (30-day avg) 14.3K shares | Beta 0.31 | 52 Weeks Range 0.95 - 3.44 | Updated Date 11/04/2026 |
52 Weeks Range 0.95 - 3.44 | Updated Date 11/04/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.14 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Brokerage and Commission | Transactional fees from stocks, bonds, and ETF trades executed via its broker-dealer platform. | The company makes money when advisors move client assets and perform trades. |
| Advisory and Asset Management | Management fees generated from AUM within its RIA subsidiaries and platform. | The firm earns recurring fees based on the total value of assets managed by its network of advisors. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 8.29 | Forward PE - | Enterprise Value 34.65M | Price to Sales(TTM) 0.1 |
Enterprise Value 34.65M | Price to Sales(TTM) 0.1 | ||
Enterprise Value to Revenue 0.19 | Enterprise Value to EBITDA 4.63 | Shares Outstanding 17.06M | Shares Floating 3.18M |
Shares Outstanding 17.06M | Shares Floating 3.18M | ||
Percent Insiders 80.03 | Percent Institutions 1.92 |
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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