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Upturn AI SWOT - About
Binah Capital Group, Inc. Common Stock (BCG)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/28/2025: BCG (1-star) is currently NOT-A-BUY. Pass it for now.
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 -67.08% | Avg. Invested days 21 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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
There is no publicly available information on a company called "Binah Capital Group, Inc. Common Stock." Therefore, a hypothetical profile is created for demonstration purposes.
Core Business Areas
- Investment Banking: Provides advisory services for mergers, acquisitions, and restructuring, as well as underwriting services for debt and equity offerings.
- Asset Management: Manages investment portfolios for institutional and individual clients, offering a range of investment strategies across various asset classes.
- Private Equity: Invests in private companies, providing capital for growth, acquisitions, and leveraged buyouts.
Leadership and Structure
Hypothetically led by a CEO with extensive experience in finance, supported by a team of managing directors overseeing different business segments. Organizational structure is hierarchical, with clear lines of reporting and accountability.
Top Products and Market Share
Key Offerings
- M&A Advisory: Provides advice and execution services for mergers and acquisitions. Hypothetical market share: 5%. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JPMorgan Chase (JPM).
- Portfolio Management: Manages diversified investment portfolios for high-net-worth individuals. Hypothetical market share: 2%. Competitors include BlackRock (BLK), Vanguard, and Fidelity.
- Private Equity Investments: Investing in growth stage companies and offering services and advice. Hypothetical market share: 1%. Competitors include Blackstone (BX) and KKR & Co. (KKR).
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. It experiences cyclical swings driven by economic conditions and market sentiment.
Positioning
Hypothetically, Binah Capital Group aims to differentiate itself through specialized expertise and a focus on specific industry sectors.
Total Addressable Market (TAM)
The total addressable market for investment banking and asset management is multi-trillion dollar amount and Private Equity is in the trillions of dollars. Binah Capital Group's position relative to this TAM is small, aiming for targeted growth within specific niches.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced management team
- Specialized expertise in niche markets
Weaknesses
- Smaller scale compared to larger competitors
- Limited brand recognition
- Dependence on key personnel
Opportunities
- Expanding into new geographic markets
- Developing innovative financial products
- Acquiring smaller competitors
Threats
- Increased regulatory scrutiny
- Economic downturn impacting deal flow
- Intense competition from larger firms
Competitors and Market Share
Key Competitors
- GS
- MS
- BLK
Competitive Landscape
Compared to its competitors, Binah Capital Group is less well known but could hold a stronger focus in niche market sectors.
Major Acquisitions
Alpha Financial
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded presence in the asset management business.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical: Growth has been steady over the past five years, driven by organic expansion and strategic acquisitions.
Future Projections: Hypothetical: Analysts project continued growth, with revenue expected to increase by 10% annually over the next five years.
Recent Initiatives: Hypothetical: Recently launched a new private equity fund focused on technology investments.
Summary
Binah Capital Group is a smaller financial services company but offers niche services. It needs to increase brand awareness and market share against strong competitors. Its focus on niche sectors and strategic acquisitions could drive future growth. Maintaining a healthy balance sheet and positive cash flow are essential for stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on general knowledge of the financial services industry.
Disclaimers:
This analysis is based on hypothetical data and should not be considered financial advice. No actual research on Binah Capital Group, Inc. was possible as they don't have a public presence.
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.
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