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Upturn AI SWOT - About
COHN 
Cohen & Company Inc (COHN)
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Upturn Advisory Summary
06/20/2025: COHN (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 4.29% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Cohen & Company Inc
Company Overview
History and Background
Cohen & Company Inc. (COHN) was founded in 2007. It began with a focus on the fixed income markets and has expanded over time through organic growth and acquisitions.
Core Business Areas
- Capital Markets: Provides fixed income sales, trading, and research services.
- Asset Management: Manages assets through various investment vehicles, including collateralized loan obligations (CLOs) and special purpose acquisition companies (SPACs).
- Financial Advisory: Offers financial advisory services related to SPACs and mergers & acquisitions.
Leadership and Structure
The company is led by Lester Cohen, Chairman and Chief Executive Officer. The organizational structure includes various teams responsible for the different business segments, reporting to senior management.
Top Products and Market Share
Key Offerings
- CLO Management: Cohen & Company is a manager of CLOs. They are involved in structuring, issuing, and managing these complex financial products. No specific Market Share information is easily obtained. Competitors include Sculptor Capital Management, Ares Management, and Blackstone.
- SPAC Advisory: Offers services related to SPAC formations, mergers, and acquisitions. Revenue is reliant on deals closing and fluctuates. Competitors include investment banks like Goldman Sachs, J.P. Morgan, and boutique firms.
Market Dynamics
Industry Overview
The financial services industry is dynamic, affected by interest rates, regulations, and market conditions. CLO and SPAC markets can be volatile.
Positioning
Cohen & Company is a niche player specializing in fixed income and alternative investments. They focus on CLOs and SPACs. Their competitive advantage lies in its expertise in these specific areas.
Total Addressable Market (TAM)
The financial services industry has billions of dollars in AUM. COHN is focused on a segment of that TAM and their TAM is in the hundreds of billions. The position to capture the TAM depends on the number of SPACs and CLOs brought to market
Upturn SWOT Analysis
Strengths
- Expertise in CLOs and SPACs
- Established track record
- Experienced management team
- Strong relationships with institutional investors
Weaknesses
- Reliance on market conditions
- Smaller size compared to larger competitors
- Revenue concentration in specific product lines
- Volatile Revenue dependent on deal flows
Opportunities
- Expansion into new asset classes
- Growth in SPAC market
- Increased demand for CLOs
- Strategic acquisitions
Threats
- Regulatory changes
- Increased competition
- Economic downturn
- Market volatility
Competitors and Market Share
Key Competitors
- BX
- APO
- Sculptor Capital Management
Competitive Landscape
Cohen & Company is a smaller player compared to giants like Blackstone and Apollo. They focus on a niche of the financial market which includes CLOs and SPACs.
Growth Trajectory and Initiatives
Historical Growth: Assessment of past revenue and profit growth.
Future Projections: Analyst estimates for future revenue and earnings growth.
Recent Initiatives: Strategic initiatives like new product launches, acquisitions, or partnerships.
Summary
Cohen & Company Inc. is a niche financial services firm focused on CLOs and SPACs. Their performance is closely tied to market conditions and deal flows in these areas. While they have expertise in their chosen segments, their smaller size and revenue concentration pose risks. Strategic initiatives to diversify revenue streams and expand into new markets are crucial for future growth and a higher competitive profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Public financial filings
- Company websites
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Data may be outdated.
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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