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Upturn AI Summary - About
BGC Group Inc. (BGC)
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 BGC
10/26/2026: BGC (2-star) is currently NOT-A-BUY. Pass it for now.
BGC Group is a diversified financial services and fintech firm that provides brokerage, market data, and real estate advisory services. Its main strength lies in its blend of established institutional relationships and the scaling of its proprietary Fenics electronic trading platform. The company's growth story centers on successfully migrating volume from traditional voice brokerage to more efficient electronic channels. However, risks include sensitivity to market volatility, intense competition from digital exchanges, and the cyclical nature of its real estate segment. BGC may suit investors looking for exposure to financial market infrastructure, though they should monitor the company's success in scaling its technology and managing its debt load.
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 growing its electronic platform, but overall growth remains tied to volatile market volumes. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may favor the stock during periods of increased market volatility and high trading volumes. |
| Value investor | Mixed fit | The valuation may look attractive depending on the success of the Fenics platform's long-term scaling. |
| Dividend investor | Strong fit | BGC provides a dividend yield that may be attractive to income-focused portfolios. |
| Low-risk investor | Weak fit | The inherent volatility of financial markets and trading volumes makes this a higher-risk equity. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to changes in interest rates and market sentiment. |
| Valuation risk | Medium | The valuation relies heavily on the successful execution of its technology-led growth strategy. |
| Competition risk (Fintech / Electronic platforms) | High | Competition from established electronic exchanges and specialized fintech players is intense. |
| Business quality | Medium | While the firm has a strong network, it faces pressure from the shift toward automated trading. |
| Dividend income | Medium | Dividend payouts can fluctuate based on capital needs and business performance. |
| Execution risk | Medium / high | Successfully scaling the Fenics platform is crucial for long-term margin improvement. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 8.94% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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 Mid-Cap Stock | Market Capitalization 5.50B USD | Price to earnings Ratio 29.48 | 1Y Target Price 16 |
Price to earnings Ratio 29.48 | 1Y Target Price 16 | ||
Volume (30-day avg) 3.6M shares | Beta 0.99 | 52 Weeks Range 8.20 - 12.87 | Updated Date 10/25/2026 |
52 Weeks Range 8.20 - 12.87 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 0.67% | Basic EPS (TTM) 0.4 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Financial Brokerage | Commissions and fees from voice and hybrid trading of fixed income and derivatives. | This is the company's core engine that benefits when trading volumes are high. |
| Fenics Technology | Subscription and transaction fees from electronic trading and market data platforms. | This is the high-growth, higher-margin part of the business that investors watch closely. |
| Real Estate Services | Brokerage and consulting fees from commercial real estate transactions. | Provides diversification but is sensitive to commercial property market cycles. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 29.48 | Forward PE 5.94 | Enterprise Value 6.71B | Price to Sales(TTM) 1.74 |
Enterprise Value 6.71B | Price to Sales(TTM) 1.74 | ||
Enterprise Value to Revenue 2.08 | Enterprise Value to EBITDA 13.1 | Shares Outstanding 356.72M | Shares Floating 339.72M |
Shares Outstanding 356.72M | Shares Floating 339.72M | ||
Percent Insiders 0.78 | Percent Institutions 89.36 |
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.
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