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Upturn AI SWOT - About
COHN 
Cohen & Company Inc (COHN)
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Upturn Advisory Summary
09/17/2025: COHN (1-star) is a SELL. SELL since 1 days. Simulated Profits (15.50%). Updated daily EoD!
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 20.1% | Avg. Invested days 31 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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. (COHN) was founded in 1986. Initially focused on fixed income investments, it has expanded into financial services, including SPACs, asset management, and capital markets activities. It's known for its expertise in European insurance-linked securities (ILS).
Core Business Areas
- Capital Markets: Provides underwriting, placement agent, and advisory services for SPACs and other companies.
- Asset Management: Manages fixed income investments, including collateralized loan obligations (CLOs) and insurance-linked securities (ILS).
- SPAC Related Activities: Focuses on the SPAC market, including managing and investing in SPACs. It has significant activity in SPAC IPOs and business combinations.
Leadership and Structure
The company is led by Lester Cohen (Chairman and CEO). The organizational structure includes various divisions focusing on capital markets, asset management, and SPAC activities. They have a board of directors responsible for governance.
Top Products and Market Share
Key Offerings
- SPAC Underwriting and Advisory: Provides underwriting and advisory services for SPAC IPOs and business combinations. Revenue varies with market activity, but Cohen & Company is a notable player, especially within the smaller SPAC space. Competitors include bulge bracket investment banks and specialized SPAC advisory firms like Cantor Fitzgerald and Chardan Capital Markets.
- Fixed Income Asset Management (CLOs and ILS): Manages fixed income portfolios, including CLOs and insurance-linked securities. They have expertise in European ILS. Competitors in the CLO market include large asset managers like Blackstone and Carlyle. In the ILS market, competitors include firms like Nephila Capital and Twelve Capital.
Market Dynamics
Industry Overview
The financial services industry is dynamic, with trends towards increased regulation, technological disruption, and fluctuating interest rates. The SPAC market is particularly volatile, influenced by regulatory changes and investor sentiment. The asset management industry faces pressures on fees and a shift towards passive investing, although specialized niches like CLOs and ILS offer opportunities.
Positioning
Cohen & Company is positioned as a specialist in niche areas like SPACs and European ILS. Its competitive advantage lies in its expertise and established network in these areas. However, its smaller size compared to larger financial institutions can be a disadvantage.
Total Addressable Market (TAM)
The TAM for SPAC underwriting and advisory is dependent on SPAC IPO volume, which fluctuates greatly. The TAM for fixed income asset management (including CLOs and ILS) is substantial, with trillions of dollars under management. Cohen & Company's is positioned as a niche player targeting specific segments of these large markets.
Upturn SWOT Analysis
Strengths
- Specialized expertise in SPACs and European ILS
- Established network and relationships
- Strong track record in niche markets
Weaknesses
- Smaller size compared to larger financial institutions
- Revenue dependence on volatile SPAC market
- Limited diversification outside core competencies
Opportunities
- Growth in alternative asset classes
- Expansion of European ILS market
- Strategic acquisitions to broaden capabilities
Threats
- Increased regulation of SPACs
- Competition from larger financial institutions
- Economic downturn affecting asset values
Competitors and Market Share
Key Competitors
- Cantor Fitzgerald (Private)
- Chardan Capital Markets (Private)
- Blackstone (BX)
- Carlyle (CG)
Competitive Landscape
Cohen & Company faces competition from both large financial institutions and specialized firms. Its advantage lies in its niche expertise, but its smaller size can be a disadvantage compared to larger players.
Growth Trajectory and Initiatives
Historical Growth: Growth has been correlated to SPAC activity and market conditions
Future Projections: Future projections depend on market conditions and expert analysis.
Recent Initiatives: Depends on current press releases and announcements.
Summary
Cohen & Company operates in a specialized area of the financial industry, focusing on SPACs and fixed income asset management. Its revenue is highly dependent on the volatile SPAC market. While its niche expertise is a strength, its small size compared to competitors presents challenges. Monitoring regulatory changes and market conditions are crucial for its success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cohen & Company Inc. Investor Relations
- SEC Filings
- Market Research Reports
- Company Press Releases
Disclaimers:
This analysis is based on available information and assumptions, and should not be considered financial advice. Market conditions and company performance can 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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