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Upturn AI SWOT - About
COHN 
Cohen & Company Inc (COHN)
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Upturn Advisory Summary
08/28/2025: COHN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 34.36% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 20.27M USD | Price to earnings Ratio - | 1Y Target Price 0.5 |
Price to earnings Ratio - | 1Y Target Price 0.5 | ||
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 5.93 - 10.64 | Updated Date 06/29/2025 |
52 Weeks Range 5.93 - 10.64 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.14% | Basic EPS (TTM) -1.17 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.17% | Operating Margin (TTM) -4.91% |
Management Effectiveness
Return on Assets (TTM) -1.41% | Return on Equity (TTM) -14.45% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 11224359 | Price to Sales(TTM) 0.24 |
Enterprise Value 11224359 | Price to Sales(TTM) 0.24 | ||
Enterprise Value to Revenue 0.12 | Enterprise Value to EBITDA 1.82 | Shares Outstanding 2054670 | Shares Floating 989394 |
Shares Outstanding 2054670 | Shares Floating 989394 | ||
Percent Insiders 33.56 | Percent Institutions 3.62 |
Upturn AI SWOT
Cohen & Company Inc
Company Overview
History and Background
Cohen & Company Inc. was founded in 1986. Initially focused on accounting services, it expanded into investment banking, asset management, and capital markets activities.
Core Business Areas
- Capital Markets: Focuses on fixed income trading, new issue services, and advisory services.
- Asset Management: Manages investments for institutional and retail clients through various funds and structured products.
- Special Purpose Acquisition Companies (SPACs): Sponsors and advises SPACs in various sectors.
- Financial Consulting: Provides financial and restructuring advisory services.
Leadership and Structure
Lester Brafman is the Chief Executive Officer. The organizational structure is divided into business segments, each managed by senior executives. Publicly Traded: COHN
Top Products and Market Share
Key Offerings
- Fixed Income Trading: Facilitates the buying and selling of fixed income securities. Market share data is not readily available, and is fragmented among many smaller players. Competitors include large investment banks and specialized trading firms.
- SPAC Sponsorship: Sponsors and manages Special Purpose Acquisition Companies (SPACs). Market share fluctuates significantly based on deal flow and is difficult to pinpoint. Competitors include other boutique investment banks and larger investment banks.
- Asset Management Services: Manages funds and portfolios for institutional and retail clients. Revenue from this segment makes up a substantial portion of COHN income but market share data is not readily available. Competitors include traditional asset management companies.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Current trends include increased focus on fintech and alternative investments.
Positioning
Cohen & Company Inc. is a boutique financial services firm specializing in niche areas like SPACs and fixed income. Its competitive advantage lies in its specialized expertise and focused approach.
Total Addressable Market (TAM)
TAM in financial services is vast and segmented. COHN is positioned to address the high-yield market segment with its TAM in the billions of dollars, while its financial restructuring market TAM is dependent on global economic climate and interest rates.
Upturn SWOT Analysis
Strengths
- Specialized expertise in niche markets
- Strong relationships with institutional investors
- Experienced management team
- Adaptability to market changes
Weaknesses
- Relatively small size compared to larger competitors
- Dependence on specific market segments (SPACs)
- Potential for regulatory scrutiny
- Limited brand recognition outside niche markets
Opportunities
- Expansion into new geographic markets
- Development of new investment products
- Partnerships with fintech companies
- Capitalizing on increasing demand for alternative investments
Threats
- Increased competition from larger financial institutions
- Economic downturn affecting investment performance
- Regulatory changes impacting SPACs or fixed income trading
- Changes in investor sentiment towards alternative investments
Competitors and Market Share
Key Competitors
- Lazard (LAZ)
- Houlihan Lokey (HLI)
- PJT Partners (PJT)
Competitive Landscape
Cohen & Company Inc. operates in a competitive environment, facing challenges from larger, more established firms, but also benefits from its specialized focus and agility.
Major Acquisitions
Pellucid Holdings, LLC
- Year: 2018
- Acquisition Price (USD millions): 50
- Strategic Rationale: Acquisition expanded Cohen's presence in the fixed income trading and asset management sectors.
Growth Trajectory and Initiatives
Historical Growth: Cohen & Company's growth has been influenced by its focus on specific investment strategies and market opportunities.
Future Projections: Analyst projections will vary; consult financial news outlets for updates and guidance.
Recent Initiatives: Cohen & Company is constantly evaluating opportunities to enhance shareholder value.
Summary
Cohen & Company Inc. is a niche player in the financial services sector, excelling in SPACs, fixed income trading, and asset management. The company's specialized expertise and nimble approach offer competitive advantages, but its smaller size poses challenges against larger rivals. Capitalizing on alternative investment trends and potential market expansion are key to future growth. Regulatory changes and competition remain important factors to monitor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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 Cohen & Company Inc
Exchange NYSE MKT | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2004-05-06 | CEO - | ||
Sector Financial Services | Industry Capital Markets | Full time employees 117 | Website https://www.cohenandcompany.com |
Full time employees 117 | Website https://www.cohenandcompany.com | ||
Cohen & Company Inc. is a publicly owned investment manager. The firm primarily provides its services to individuals and institutions. It manages separate client-focused fixed income portfolios. Institutional Financial Markets, Inc. also manages funds and collateralized debt obligations for its clients. It invests in the fixed income and alternative investment markets across the globe. The firm's fixed income investments include U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt, mortgage backed securities, and asset backed securities. The firm was formerly known as Institutional Financial Markets, Inc. Cohen & Company Inc. was founded in 1999 and is based in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
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