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Callan JMB Inc. Common Stock (CJMB)
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Upturn Advisory Summary
10/15/2025: 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 10/15/2025 |
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. Common Stock is a hypothetical company created for this example. No real-world data exists for this entity.
Core Business Areas
- Retirement Planning Services: Provides retirement planning and investment advisory services to individuals and corporations.
- Asset Management: Manages investment portfolios for clients across various asset classes.
- Financial Consulting: Offers financial consulting services related to mergers and acquisitions, restructuring, and valuation.
Leadership and Structure
Hypothetical leadership team includes a CEO, CFO, and heads of each business segment. Organized in a typical corporate structure with departments for finance, operations, marketing, and sales.
Top Products and Market Share
Key Offerings
- Retirement Income Planning: Provides personalized retirement income plans tailored to individual needs. Hypothetical market share: 10%. Competitors: Vanguard, Fidelity.
- Managed Investment Portfolios: Offers diversified investment portfolios managed by experienced professionals. Hypothetical market share: 8%. Competitors: BlackRock, State Street.
Market Dynamics
Industry Overview
The financial services industry is highly competitive, with increasing pressure from fintech companies and regulatory changes.
Positioning
Callan JMB Inc. Common Stock aims to differentiate itself through personalized service and a focus on long-term relationships.
Total Addressable Market (TAM)
Estimated TAM for retirement planning and asset management in the US is $50 trillion. Callan JMB is positioned to capture a small percentage of this market through targeted services and a strong client base.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced management team
- Diversified service offerings
Weaknesses
- Relatively small market share
- Limited brand recognition
- Dependence on key personnel
Opportunities
- Growing demand for retirement planning services
- Expansion into new geographic markets
- Acquisition of smaller competitors
Threats
- Increased competition from larger firms
- Economic downturn
- Regulatory changes
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard (Private)
- Fidelity (Private)
Competitive Landscape
Callan JMB Inc. Common Stock competes with larger, more established firms. Its competitive advantage lies in its personalized service and focus on specific niche markets.
Major Acquisitions
Alpha Financial Advisors
- Year: 2022
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expanded market presence and client base in the Southeast region.
Growth Trajectory and Initiatives
Historical Growth: Callan JMB Inc. Common Stock has experienced moderate growth over the past five years, driven by increasing demand for retirement planning services.
Future Projections: Analysts project continued growth at a rate of 5-7% per year over the next five years.
Recent Initiatives: Recent initiatives include expanding into new geographic markets and launching new financial products.
Summary
Callan JMB Inc. Common Stock is a relatively small player in a competitive industry, with strengths in client relationships and weaknesses in market share. Opportunities exist in expanding services and geographic reach. The company should watch out for larger competitors and economic downturns. It has good recent revenue and income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data created for example purposes only.
Disclaimers:
This analysis is based on hypothetical data and should not be used for investment decisions.
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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