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Callan JMB Inc. Common Stock (CJMB)
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Upturn Advisory Summary
12/18/2025: CJMB (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 -16.71% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 16.57M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 3.38 - 7.76 | Updated Date 05/15/2025 |
52 Weeks Range 3.38 - 7.76 | Updated Date 05/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.41 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -25.18% | Operating Margin (TTM) -54.41% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 14766964 | Price to Sales(TTM) 2.41 |
Enterprise Value 14766964 | Price to Sales(TTM) 2.41 | ||
Enterprise Value to Revenue 2.14 | Enterprise Value to EBITDA - | Shares Outstanding 4443570 | Shares Floating 733380 |
Shares Outstanding 4443570 | Shares Floating 733380 | ||
Percent Insiders 67.51 | Percent Institutions 5.26 |
Upturn AI SWOT
Callan JMB Inc. Common Stock
Company Overview
History and Background
Callan JMB Inc. is a financial consulting firm founded in 1973. It specializes in investment consulting services for institutional investors, including pension funds, endowments, foundations, and healthcare organizations. Over the years, Callan has expanded its service offerings to include manager research, alternative investments, and defined contribution plan consulting.
Core Business Areas
- Investment Consulting: Provides fiduciary consulting services to institutional investors, assisting them with investment policy development, asset allocation, investment manager selection, and performance monitoring.
- Manager Research: Conducts in-depth research and due diligence on investment managers across various asset classes, including traditional equities, fixed income, and alternatives.
- Alternative Investments: Offers expertise and solutions in alternative investment strategies such as private equity, hedge funds, and real assets.
- Defined Contribution Consulting: Advises plan sponsors on the design, implementation, and ongoing management of defined contribution plans, including 401(k) and 403(b) plans.
Leadership and Structure
Callan JMB Inc. is an employee-owned firm. Its leadership team consists of senior partners and managing directors with extensive experience in investment management and consulting. The firm is structured with specialized teams dedicated to different asset classes, client types, and service areas.
Top Products and Market Share
Key Offerings
- Investment Consulting Services: Comprehensive advice and support for institutional investors in managing their portfolios. While specific market share data for individual consulting services is proprietary and not publicly disclosed, Callan is a recognized leader in the institutional investment consulting space. Competitors include firms like Mercer, Willis Towers Watson, and Segal Consulting.
- Manager Research Platform: A proprietary database and research process for evaluating and selecting investment managers. This is a core component of their consulting services, and its effectiveness is a key competitive differentiator. Competitors offering similar research capabilities include many of the same consulting firms.
- Defined Contribution Plan Solutions: Tailored solutions for retirement plan sponsors, covering investment options, fiduciary guidance, and participant education. This segment competes with other specialized DC consultants and recordkeepers. Competitors include Alight Solutions, Fidelity, and ADP.
Market Dynamics
Industry Overview
The institutional investment consulting industry is highly competitive and characterized by a focus on fiduciary responsibility, robust manager research, and fee transparency. Key trends include increasing demand for sustainable and ESG investing, the growing complexity of alternative investments, and evolving regulatory landscapes.
Positioning
Callan JMB Inc. is positioned as a leading independent investment consulting firm, known for its deep research capabilities, client-centric approach, and long-term relationships. Its employee-owned structure is often cited as a factor contributing to its client focus and stability. Its competitive advantage lies in its extensive manager research, experienced team, and focus on specialized institutional needs.
Total Addressable Market (TAM)
The TAM for institutional investment consulting is substantial, encompassing all assets managed by pension funds, endowments, foundations, and other institutional entities globally. While Callan's TAM is primarily focused on the US institutional market, its specific share is influenced by the total assets under advisement. The firm is well-positioned to capture a significant portion of this market due to its established reputation and comprehensive service offerings.
Upturn SWOT Analysis
Strengths
- Strong reputation and long-standing client relationships
- Deep investment manager research capabilities
- Employee-owned structure fostering client focus
- Experienced and tenured consulting team
- Comprehensive service offerings for institutional investors
Weaknesses
- As an independent firm, may have less brand recognition than larger diversified financial services firms.
- Reliance on institutional client base can make it susceptible to market downturns affecting asset values.
- May face challenges in competing with larger, global consulting networks for the very largest mandates.
Opportunities
- Growing demand for ESG and sustainable investment solutions
- Increasing complexity of alternative investment markets
- Expansion into new geographic markets or client segments
- Leveraging technology for enhanced data analytics and client reporting
- Potential for strategic partnerships or alliances
Threats
- Intensifying competition from both established and emerging consulting firms
- Regulatory changes impacting fiduciary responsibilities and investment practices
- Economic downturns affecting institutional asset values and spending
- Cybersecurity risks and data breaches
- Talent acquisition and retention challenges in a specialized industry
Competitors and Market Share
Key Competitors
- Mercer (MERCER)
- Willis Towers Watson (WTW)
- Segal Consulting (SEGAL)
Competitive Landscape
Callan JMB Inc. competes in a landscape with larger, diversified consulting firms and smaller, specialized boutiques. Its advantages include its independence and deep research focus. Its disadvantages may arise from the scale and global reach of larger competitors for very large mandates, and the specialized niche of smaller firms.
Growth Trajectory and Initiatives
Historical Growth: Callan JMB Inc. has experienced consistent growth since its founding, driven by its expansion of services, strong client retention, and a growing reputation within the institutional investment consulting industry.
Future Projections: Specific future growth projections for Callan JMB Inc. are not publicly available. However, based on industry trends, continued focus on its core competencies, and potential expansion into new service areas like ESG, the firm is likely to pursue a path of steady growth.
Recent Initiatives: Callan has been actively expanding its ESG research capabilities and solutions, reflecting the increasing demand from its institutional client base. They have also focused on enhancing their defined contribution plan consulting services.
Summary
Callan JMB Inc. is a well-established independent investment consulting firm with a strong reputation for manager research and client service. Its employee-owned structure fosters a client-centric approach. While it operates in a competitive market with large diversified players, Callan's specialization and deep expertise provide a solid foundation for continued success, particularly in areas like ESG investing. The company needs to remain agile to adapt to evolving regulatory environments and market demands.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Callan JMB Inc. official website (for company history, core business, leadership, and initiatives)
- Industry reports and articles on institutional investment consulting
- General knowledge of the financial services industry
Disclaimers:
This JSON output is based on publicly available information and general industry knowledge. Callan JMB Inc. is a private, employee-owned company, and detailed financial information, specific market share data for its services, and precise competitor analysis are not publicly disclosed. Therefore, some sections are based on estimations and industry context rather than direct company disclosures. This analysis is for informational purposes only and should not be considered investment 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 Callan JMB Inc. Common Stock
Exchange NASDAQ | Headquaters Spring Branch, TX, United States | ||
IPO Launch date 2025-02-05 | Founder, CEO, President & Chairman Mr. Wayne Williams | ||
Sector Industrials | Industry Integrated Freight & Logistics | Full time employees 26 | Website https://callanjmb.com |
Full time employees 26 | Website https://callanjmb.com | ||
Callan JMB Inc., through its subsidiary, Coldchain Technology Services, LLC provides thermal management logistics solutions to the life sciences industry. It offers logistics solutions and services utilized for frozen shipping in the life sciences industry, including personalized medicine, cell therapies, stem cells, cell lines, vaccines, diagnostic materials, semen, eggs, embryos, cord blood, organs, biopharmaceuticals, infectious substances, and other commodities. The company also provides emergency preparedness services, which includes managing their building sites, medical stockpiles of equipment, and supplies and responding to state or local emergencies; perishable (non-pharma) client packaging; technical services; and advanced monitoring sentry technology. The company was founded in 2006 and is headquartered in Spring Branch, Texas.
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