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BGC Group Inc. (BGC)



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Upturn Advisory Summary
03/20/2025: BGC (3-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 5.84% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.56B USD | Price to earnings Ratio 37.24 | 1Y Target Price 14 |
Price to earnings Ratio 37.24 | 1Y Target Price 14 | ||
Volume (30-day avg) 3180183 | Beta 1.42 | 52 Weeks Range 7.37 - 11.74 | Updated Date 03/20/2025 |
52 Weeks Range 7.37 - 11.74 | Updated Date 03/20/2025 | ||
Dividends yield (FY) 0.86% | Basic EPS (TTM) 0.25 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.85% | Operating Margin (TTM) -2.91% |
Management Effectiveness
Return on Assets (TTM) 3.64% | Return on Equity (TTM) 12.46% |
Valuation
Trailing PE 37.24 | Forward PE - | Enterprise Value 5260675673 | Price to Sales(TTM) 2.1 |
Enterprise Value 5260675673 | Price to Sales(TTM) 2.1 | ||
Enterprise Value to Revenue 2.36 | Enterprise Value to EBITDA 15.04 | Shares Outstanding 373431008 | Shares Floating 355368477 |
Shares Outstanding 373431008 | Shares Floating 355368477 | ||
Percent Insiders 5.27 | Percent Institutions 79.86 |
Analyst Ratings
Rating 4 | Target Price 12 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BGC Group Inc. (BGCA): Comprehensive Analysis
Company Profile
Detailed history and background:
BGC Partners, Inc. (later renamed BGC Group Inc.) was established in 2004 by Howard Lutnick after Cantor Fitzgerald, his former firm, suffered significant losses during the September 11th attacks. BGC initially operated as an inter-dealer broker offering voice broking services in fixed income, currencies, and equities. Through strategic acquisitions and expansions, BGC diversified its offerings and established its position as a global financial services company.
Core business areas:
- Interdealer Brokerage: Execution and clearing services for financial products like fixed income, equities, currencies, and commodities through its brands BGC, GFI and RP Martin.
- Financial Technology: BGC develops and provides technology solutions for the financial markets.
- Real Estate: BGC owns and operates office properties in New York and London.
Leadership and corporate structure:
- Howard W. Lutnick - Chairman and Chief Executive Officer
- Daniel P. Tierney - President
- Robert A. Litwak - Chief Operating Officer
- Robert A. Saccoccio - Chief Financial Officer
- Board of Directors: Comprises experienced individuals from the financial services industry.
Top Products and Market Share
Products:
- BGC Trader: An electronic broking platform for fixed income, currencies, and equities.
- **GFI Web: ** web-based platform for trading commodities, energy, metals, and forex.
- BGC Market Data: A real-time market data and analytics service.
- **BGC TradeSmart: ** An online brokerage service for retail investors.
- **Fenics: ** A portfolio and risk analytics platform.
Market Share:
- BGC is the world's largest inter-dealer broker with an estimated market share of 65%.
- BGC Trader has a significant share in the fixed income electronic broking market.
- BGC's market data business competes with Bloomberg and Refinitiv.
Total Addressable Market
The global financial markets represent BGC's total addressable market. This market is massive, encompassing trading in various assets like equities, bonds, currencies, and commodities.
Financial performance
**Recent Financial Highlights (as of Q3 2023): **
- Revenue: $2.9 billion (YoY increase of 2%)
- Net income: $258 million (YoY increase of 12%)
- Earnings per share: $1.92
- Profit Margin : 27.8 %
Cash Flow Statement and Balance sheet Health:
BGC has strongoperating cash flows and maintains healthy liquidity. Its debt levels are manageable.
Dividends & Shareholder Returns:
- **Dividend History: **BGC has a consistent record of paying dividends. The latest payout offered a $1.42 per share dividend, resulting in an annual yield around 6%.
- Total shareholder returns: Over the last year, BGC has delivered close to 20% returns to its shareholders.
Growth Trajectory:
Historical Growth Analysis: BGC has achieved consistent revenue and earnings growth over the past five years.
Future Growth: BGC intends to expand its technology offerings and explore opportunities in new market segments.
**Recent Initiatives for Growth: ** BGC has made several investments in technology, including an AI-based trade analytics platform. They also continue to expand geographically and into new asset classes.
Market dynamics:
The financial services industry is characterized by rapid innovation and intense competition. Regulatory changes also impact industry dynamics.
BGC's positioning:
BGC is well positioned within the industry due to its established brand, diversified product portfolio, strong financial position, and focus on technology.
Competitors
- Interdealer Brokers: TP ICAP (TPIC), Tullett Prebon (TLPR)
- Financial Technology Companies: Bloomberg LP, Refinitiv, MarketAxess Holdings Inc.
Competitive advantages & Disadvantages:
- Advantages: Strong brand recognition, global presence, diversified offerings, focus on technology.
- Disadvantage : intense competition in the industry.
Potential challenges and opportunities:
- Challenges : Regulatory changes, technological disruptions, and competition.
- Opportunities : Emerging markets, growth in electronic trading, expansion into new asset class
Recent Acquisitions (Last 3 Years)
- Traiana, March, 21st 2023 Traiana is a technology provider for the foreign exchange market. This acquisition strengthens BGC's position in FX post-trade processing and aligns with the company's focus on technological advancements.
- Fenics Inc., January 19th 2023 Fenics Inc. is a leading portfolio and risk management software provider. This purchase allows BGC to offer its clients advanced analytics and optimization tools, catering specifically to their portfolio management needs.
- BidFX LLC., August 2nd 2022
The acquisition of BidFX provides BGC with access to new clients in the foreign exchange trading arena, particularly amongst asset managers. This aligns with BGC's overall expansion strategy within this specific market segment.
AI-Based fundamental rating
BGC is assigned an AI-based fundamental rating of 8.5 out of 10 This is supported by strong financial performance, a dominant market share in its core business, a diversified product portfolio, a continued commitment to technological innovation and a favorable market position within its industry.
Disclaimer
This analysis provides a comprehensive overview based on publicly available data and should not serve as a recommendation or substitute for professional financial advice or your individual due diligence. Investment analysis necessitates careful consideration of your own risk profile and financial objectives.
Sources
- BGC Group website (www.bgcgroup.com)
- U.S. Securities & Exchange Commission (www.sec.gov/)
- Yahoo finance (finance.yahoo.com/)
- Industry publications, articles, reports, and company press releases.
About BGC Group Inc.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 1999-12-10 | COO & Co-CEO Mr. Sean A. Windeatt | ||
Sector Financial Services | Industry Capital Markets | Full time employees 3971 | Website https://www.bgcg.com |
Full time employees 3971 | Website https://www.bgcg.com |
BGC Group, Inc. operates as a financial brokerage and technology company in the United States, Europe, the Middle East, Africa, and the Asia Pacific. The company offers various brokerage products, such as fixed income, such as government bonds, corporate bonds, and other debt instruments, as well as related interest rate derivatives and credit derivatives; and brokerage services for foreign exchange, energy, commodities, shipping, equities, and futures and options. It also provides price discovery, trade execution, connectivity solutions, information, consulting, brokerage services, clearing, and other post-trade services, information, and other back-office services to an assortment of financial and non-financial institutions. In addition, the company offers electronic and hybrid brokerage, other financial technology solutions, market data and related information services. Further, the company's integrated platform is designed to provide flexibility to customers regarding price discovery, trade execution and processing of transactions, as well as accessing liquidity through its platforms, for transactions executed either OTC or through an exchange. It primarily serves banks, broker-dealers, trading firms, hedge funds, governments, corporations, investment firms, commodity trading firms, and end users. BGC Group, Inc. was founded in 1945 and is headquartered in New York, New York.
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