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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
10/06/2026: BCG (1-star) is currently NOT-A-BUY. Pass it for now.
Binah Capital Group is a financial services firm focused on the independent wealth management and brokerage industry. The company seeks to grow through the consolidation of independent advisory practices, capitalizing on the shift of advisors away from traditional brokerage models. Its core strength lies in its specialized platform for independent professionals, though it faces execution risks related to successful business integration and competition from much larger, better-capitalized incumbents. The company is suited for investors looking for exposure to the independent advisory trend, though it remains a small-cap entity with significant growth and volatility risks. Investors should monitor the company's ability to acquire and retain top advisory talent effectively.
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 | The company is in an early-stage growth and consolidation phase which offers potential but carries integration risks. |
| Momentum investor | Weak fit | Momentum fit is conditional on positive price trends and sustained operational execution signals. |
| Value investor | Mixed fit | Valuation depends on the success of the M&A strategy, making it difficult to assess using traditional value metrics. |
| Dividend investor | Weak fit | The company does not currently prioritize dividend payments as it reinvests capital for growth. |
| Low-risk investor | Weak fit | Small-cap financial stocks of this nature typically exhibit higher volatility and execution risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's market valuation is sensitive to sector sentiment and company-specific news. |
| Valuation risk | Medium / high | Future earnings depend on successful M&A integration, creating uncertainty in long-term valuation models. |
| Competition risk (wealth management) | High | Large-scale competitors offer deep resources that put pressure on smaller independent firms. |
| Business quality | Medium | The business is currently undergoing significant transformation and integration. |
| Dividend income | Low / none | The company is not currently a source of reliable dividend income for investors. |
| Execution risk | High | The strategy relies heavily on the management team's ability to integrate diverse advisory practices effectively. |
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 10/06/2026 |
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 17.91M USD | Price to earnings Ratio 7.5 | 1Y Target Price - |
Price to earnings Ratio 7.5 | 1Y Target Price - | ||
Volume (30-day avg) 24.1K shares | Beta 0.3 | 52 Weeks Range 1.01 - 3.44 | Updated Date 10/06/2026 |
52 Weeks Range 1.01 - 3.44 | Updated Date 10/06/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.14 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Wealth Management | Asset-based advisory fees for managing client portfolios. | The company makes money when client assets grow and they pay fees for management. |
| Securities Brokerage | Commission and transaction fees for trade execution. | The company collects small fees for helping clients buy or sell financial securities. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 7.5 | Forward PE - | Enterprise Value 36.70M | Price to Sales(TTM) 0.09 |
Enterprise Value 36.70M | Price to Sales(TTM) 0.09 | ||
Enterprise Value to Revenue 0.2 | Enterprise Value to EBITDA 4.91 | Shares Outstanding 17.06M | Shares Floating 3.18M |
Shares Outstanding 17.06M | Shares Floating 3.18M | ||
Percent Insiders 80.03 | Percent Institutions 1.96 |
Upturn AI Summary
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.
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.
About Binah Capital Group, Inc. Common Stock
Exchange NASDAQ | Headquarters 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.binahcap.com |
Full time employees 150 | Website https://www.binahcap.com | ||
Binah Capital Group, Inc., together with its subsidiaries, operates in the wealth management industry. The company offers access to stocks, bonds, exchange-traded funds, and options execution services; and research, compliance, supervision, and accounting and related services for financial advisors. It also provides 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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