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Binah Capital Group, Inc. Common Stock (BCG)

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Upturn Advisory Summary
12/10/2025: BCG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit -75.93% | Avg. Invested days 17 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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 diversified financial services company. Specific founding year and significant historical milestones are not readily available in public domain for this entity. Its evolution likely follows general trends in the alternative investment and asset management sectors.
Core Business Areas
- Private Equity and Venture Capital: Binah Capital Group focuses on making equity investments in private companies, often providing capital for growth, acquisitions, or restructuring. This can involve identifying promising startups or established businesses needing financial support and strategic guidance.
- Real Estate Investments: The company is involved in acquiring, developing, and managing real estate properties. This segment may encompass various property types, including commercial, residential, and industrial, with a focus on generating rental income and capital appreciation.
- Credit and Debt Investments: Binah Capital Group may engage in providing debt financing to companies or investing in distressed debt. This involves assessing credit risk and structuring loans or purchasing debt instruments.
- Asset Management: This segment likely involves managing investment portfolios on behalf of institutional and high-net-worth clients. It could include a range of investment strategies and asset classes.
Leadership and Structure
Information on Binah Capital Group, Inc.'s specific leadership team and detailed organizational structure is not extensively published. As a capital group, it likely operates with a team of investment professionals, analysts, and operational staff overseeing its various investment strategies and business units.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Binah Capital Group likely offers various private equity funds tailored to specific investment strategies (e.g., growth equity, buyouts). Market share data for such niche funds is typically not publicly disclosed. Competitors include global private equity firms like Blackstone, KKR, and Carlyle Group, as well as smaller specialized funds.
- Real Estate Investment Portfolios: The company manages diversified real estate portfolios for its clients and its own accounts. Specific market share within the real estate investment management sector is difficult to ascertain. Competitors range from large real estate investment firms like Prologis to specialized REITs and local property developers.
- Structured Credit Solutions: This could involve bespoke debt financing or investment vehicles designed to meet specific client needs. Market share in this highly specialized area is not typically reported. Competitors include investment banks, hedge funds, and specialized credit funds.
Market Dynamics
Industry Overview
Binah Capital Group operates within the broader financial services industry, specifically in alternative investments, private equity, real estate, and asset management. These sectors are characterized by high capital deployment, sophisticated risk assessment, and a drive for alpha generation. The industry is influenced by macroeconomic conditions, interest rate environments, regulatory changes, and investor appetite for yield and growth.
Positioning
Binah Capital Group appears to position itself as an alternative investment manager, potentially focusing on niche markets or providing tailored solutions. Its competitive advantages would likely stem from its investment expertise, proprietary deal sourcing, operational capabilities in managing assets, and strong relationships with investors and portfolio companies.
Total Addressable Market (TAM)
The TAM for alternative investments, including private equity, real estate, and credit, is in the trillions of dollars globally. Binah Capital Group is positioned as a participant within this vast market, likely targeting specific segments or geographies where it can leverage its expertise. Its success depends on its ability to attract capital and generate superior returns within its chosen investment strategies.
Upturn SWOT Analysis
Strengths
- Diversified investment strategies across multiple asset classes.
- Potential for niche market specialization.
- Experienced investment professionals (assumed).
- Ability to structure complex financial solutions.
Weaknesses
- Limited public information on company history and specific achievements.
- Brand recognition may be less than larger, established financial institutions.
- Dependence on capital inflows from investors.
- Potential for illiquidity in certain investment strategies.
Opportunities
- Growing investor demand for alternative assets.
- Opportunities in distressed markets or emerging sectors.
- Strategic partnerships or co-investment opportunities.
- Expansion into new geographic markets or asset classes.
Threats
- Increased competition in the alternative investment space.
- Economic downturns impacting asset values and investor sentiment.
- Regulatory changes affecting financial markets.
- Interest rate volatility affecting debt and equity valuations.
Competitors and Market Share
Key Competitors
- Blackstone Inc. (BX)
- KKR & Co. Inc. (KKR)
- The Carlyle Group Inc. (CG)
- Apollo Global Management, Inc. (APO)
Competitive Landscape
Binah Capital Group, Inc. operates in a highly competitive landscape dominated by large, well-established alternative asset managers. Its advantages would need to lie in specialized sector focus, agility, or unique deal sourcing capabilities. Disadvantages include brand recognition, scale of operations, and access to capital compared to its larger peers.
Growth Trajectory and Initiatives
Historical Growth: Information on the historical growth trends of Binah Capital Group, Inc. Common Stock is not publicly available. Its growth is likely tied to its success in fundraising, investment performance, and the expansion of its asset management capabilities.
Future Projections: Future growth projections for Binah Capital Group, Inc. Common Stock, based on analyst estimates, are not available due to limited public financial reporting and analyst coverage.
Recent Initiatives: Specific recent strategic initiatives undertaken by Binah Capital Group, Inc. are not widely publicized. These would typically involve new fund launches, strategic acquisitions, or expansion into new investment areas.
Summary
Binah Capital Group, Inc. operates in the competitive alternative investment sector with diversified strategies in private equity, real estate, and credit. Its strengths likely lie in its investment acumen and ability to structure deals, while weaknesses include limited public visibility and brand recognition compared to industry giants. Opportunities exist in the growing demand for alternative assets, but threats from increased competition and market volatility are significant. The company's overall strength is difficult to assess due to a lack of readily available public financial and operational data.
Similar Stocks
Sources and Disclaimers
Data Sources:
- General knowledge of the financial services and alternative investment industry.
- Publicly available information on major competitors in the alternative asset management space.
- Industry reports and analyses on private equity, real estate investment, and credit markets.
Disclaimers:
This analysis is based on general industry knowledge and publicly available information, which may be limited for Binah Capital Group, Inc. Common Stock. Specific financial data, historical performance, and detailed operational information are not readily accessible, impacting the completeness and accuracy of this overview. This information is for informational purposes only and should not be considered financial advice.
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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