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Callan JMB Inc. Common Stock (CJMB)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.56% | Avg. Invested days 9 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Callan JMB Inc. Common Stock
Company Overview
History and Background
Callan JMB Inc. Common Stock does not exist. There is no publicly traded company with that name. This analysis will use the assumption that a hypothetical Callan JMB Inc. exists as an investment management firm.
Core Business Areas
- Investment Consulting: Provides investment advice and consulting services to institutional investors, including pension funds, endowments, and foundations.
- Asset Allocation: Develops and implements asset allocation strategies for clients based on their specific goals and risk tolerance.
- Manager Research: Conducts research on investment managers and recommends those best suited to meet client needs.
Leadership and Structure
Assuming it's an investment firm, leadership would likely include a CEO, CFO, CIO, and heads of various departments (e.g., Consulting, Research). Organizational structure likely hierarchical, with teams specializing in different asset classes or client segments.
Top Products and Market Share
Key Offerings
- Investment Consulting Services: Advisory services on investment strategy, asset allocation, and manager selection. Market share dependent on overall AUM. Competitors: Mercer, Aon, Willis Towers Watson.
- Performance Measurement: Evaluation of investment portfolio performance. Market share depends on client base. Competitors: eVestment, State Street Analytics.
Market Dynamics
Industry Overview
The investment consulting industry is competitive, with increasing pressure on fees and a growing emphasis on technology and data analytics.
Positioning
Hypothetical Callan JMB Inc. would likely position itself based on expertise, client service, and performance. Differentiation would come from research capabilities and relationships.
Total Addressable Market (TAM)
The TAM for investment consulting is estimated at hundreds of billions of dollars globally, depending on the scope (AUM, fees). Callan JMB Inc.'s position depends on its client base and AUM.
Upturn SWOT Analysis
Strengths
- Experienced Consultants
- Strong Client Relationships
- Robust Research Capabilities
- Established Reputation
Weaknesses
- Smaller Size Compared to Global Competitors
- Dependence on Key Personnel
- Limited Global Presence
- Potential for Client Turnover
Opportunities
- Growing Demand for ESG Investing
- Expansion into New Asset Classes
- Increased Use of Technology
- Acquisition Opportunities
Threats
- Fee Compression
- Increased Competition
- Economic Downturn
- Regulatory Changes
Competitors and Market Share
Key Competitors
- MMC
- WTW
- AON
Competitive Landscape
Callan JMB Inc. (hypothetical) would need to differentiate itself through specialization, client service, or technological innovation to compete effectively with larger players.
Growth Trajectory and Initiatives
Historical Growth: Not applicable as Callan JMB Inc. Common Stock is a hypothetical entity.
Future Projections: Not applicable as Callan JMB Inc. Common Stock is a hypothetical entity.
Recent Initiatives: Not applicable as Callan JMB Inc. Common Stock is a hypothetical entity.
Summary
This analysis is based on a hypothetical Callan JMB Inc. operating as an investment management firm. Without real data, it is challenging to assess its true strength or weaknesses. Its success would depend on its ability to compete with larger firms and adapt to industry changes. They will need to keep abreast of technological advancements within investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical assumptions.
- Publicly available information on the investment consulting industry.
Disclaimers:
This analysis is based on a hypothetical company. All data and projections are speculative and should not be used for investment decisions. This analysis is meant to fulfill the request of the task using assumptions.
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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