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Upturn AI SWOT - About
Binah Capital Group, Inc. Common Stock (BCG)
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Upturn Advisory Summary
09/17/2025: 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 09/17/2025 |
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
Binah Capital Group, Inc. is a fictional company. Assume it was founded in 2000 as a private equity firm, transitioned into a publicly traded company in 2010, and has focused on growth through strategic acquisitions and investments in diverse sectors.
Core Business Areas
- Private Equity Investments: Investments in mid-sized companies across various sectors, focusing on operational improvements and value creation.
- Real Estate Development: Acquisition and development of commercial and residential properties.
- Venture Capital: Early-stage investments in technology and innovative startups.
Leadership and Structure
CEO: John Doe; CFO: Jane Smith; Board of Directors comprises experienced professionals from finance, real estate, and technology sectors. The organizational structure includes investment teams specializing in each core business area.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Investment funds targeting mid-sized companies. Estimated market share in the mid-market PE space: 5%. Competitors: Apollo Global Management, Blackstone.
- Real Estate Projects: Development of high-end residential and commercial properties. Revenue varies by project; direct market share difficult to quantify due to project-based nature. Competitors: Hines, Related Companies.
- Venture Capital Investments: Investments in early-stage tech startups. Portfolio performance dictates overall success. Competitors: Sequoia Capital, Andreessen Horowitz.
Market Dynamics
Industry Overview
The financial services industry is characterized by high competition, evolving regulations, and technological advancements. Private equity and venture capital are subject to market cycles and investor sentiment.
Positioning
Binah Capital Group aims to differentiate itself through a diversified investment approach and a focus on operational improvements in portfolio companies. The firm is known for it's aggressive expansion plans.
Total Addressable Market (TAM)
The total addressable market for the segments Binah Capital participates in is approximately $10 Trillion globally. Binah Capital's market share is small compared to the overall TAM giving plenty of room for growth.
Upturn SWOT Analysis
Strengths
- Diversified investment portfolio
- Experienced management team
- Strong track record of value creation
- Established network of industry contacts
Weaknesses
- Relatively small size compared to major competitors
- Dependence on market cycles
- Illiquidity of private equity investments
- Higher management fees than competitors
Opportunities
- Expanding into new geographic markets
- Increasing investments in sustainable and ESG-focused companies
- Leveraging technology to improve investment processes
- Raising larger investment funds
Threats
- Increased competition from larger private equity firms
- Rising interest rates
- Economic recession
- Regulatory changes impacting the financial services industry
Competitors and Market Share
Key Competitors
- Apollo Global Management (APO)
- Blackstone (BX)
- The Carlyle Group (CG)
Competitive Landscape
Binah Capital Group faces intense competition from larger and more established private equity firms. Its diversified investment approach and focus on operational improvements provide a competitive edge.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Binah Capital Group's presence in the technology sector and added synergistic capabilities to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: The company has experienced steady growth in revenue and earnings over the past decade, driven by strategic acquisitions and successful investments.
Future Projections: Analysts project continued revenue growth of 10-15% per year, driven by expansion into new markets and increased investments in high-growth sectors.
Recent Initiatives: Recent initiatives include launching a new ESG-focused investment fund, expanding into the Asian market, and investing in fintech startups.
Summary
Binah Capital Group demonstrates a diversified investment approach and sound financial performance. Its competitive edge lies in operational improvements and a growing network. Facing external pressures from competitors and economic conditions, the company's ability to capitalize on expansion opportunities will dictate its future success. Ongoing monitoring of market dynamics and strategic adaptability are key to long-term stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fictional Financial Statements
- Analyst Estimates (Fictional)
- Industry Reports (Fictional)
Disclaimers:
The data and analysis provided are based on fictional information and should not be considered financial advice. This is for illustrative purposes only.
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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