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Upturn AI SWOT - About
FGF 
FG Financial Group (FGF)
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Upturn Advisory Summary
06/30/2025: FGF (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.
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 -59.2% | Avg. Invested days 16 | Today’s Advisory WEAK BUY |
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 20.37M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.33 | 52 Weeks Range 14.21 - 38.40 | Updated Date 06/29/2025 |
52 Weeks Range 14.21 - 38.40 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -22.47 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -48.88% | Operating Margin (TTM) -2257.65% |
Management Effectiveness
Return on Assets (TTM) -15.98% | Return on Equity (TTM) -40.66% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 40483843 | Price to Sales(TTM) 1.54 |
Enterprise Value 40483843 | Price to Sales(TTM) 1.54 | ||
Enterprise Value to Revenue 3.05 | Enterprise Value to EBITDA - | Shares Outstanding 1272320 | Shares Floating 800798 |
Shares Outstanding 1272320 | Shares Floating 800798 | ||
Percent Insiders 15.33 | Percent Institutions 34.15 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
FG Financial Group
Company Overview
History and Background
FG Financial Group, Inc. was founded in 2016. It operates as a diversified financial services company, focusing on reinsurance, asset management, and direct investment strategies. It has evolved through strategic acquisitions and organic growth initiatives, aiming to build a comprehensive financial services platform.
Core Business Areas
- Reinsurance: Provides reinsurance solutions, including property and casualty reinsurance. This includes reinsurance programs that allow insurance companies to spread risk and also allows FG Financial to profit from premiums.
- Asset Management: Manages assets for both internal and external clients, focusing on generating attractive risk-adjusted returns. The asset management business may include investments in real estate, fixed income, and equities.
- Direct Investments: Engages in direct investments across various sectors, targeting opportunities with high growth potential. These investments are designed to generate long-term capital appreciation.
Leadership and Structure
Larry G. Swets, Jr. is the Chief Executive Officer. The organizational structure includes departments for reinsurance, asset management, and direct investments, with a board of directors overseeing the company's strategy and performance.
Top Products and Market Share
Key Offerings
- Reinsurance Programs: Offers property and casualty reinsurance programs. Market share data is difficult to pinpoint due to the bespoke nature of these reinsurance contracts. Key competitors include global reinsurance giants such as Munich Re, Swiss Re, and Berkshire Hathaway Specialty Insurance.
- Asset Management Services: Provides tailored asset management services to institutional and high-net-worth clients. Market share is relatively small compared to major asset management firms. Competitors include BlackRock, Vanguard, and State Street.
Market Dynamics
Industry Overview
The financial services industry is dynamic, driven by regulatory changes, technological advancements, and economic conditions. Reinsurance and asset management are particularly sensitive to global risks and market volatility.
Positioning
FG Financial Group aims to be a diversified financial services provider with a focus on niche markets and strategic investments. Its competitive advantage lies in its flexible approach and ability to capitalize on unique opportunities. It occupies a small, but growing market share relative to larger financial firms.
Total Addressable Market (TAM)
The total addressable market for reinsurance and asset management is valued in the trillions of dollars globally. FG Financial Group is positioned to capture a small but growing share of this TAM through its specialized service offerings and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Flexible investment strategy
- Strong capital base
Weaknesses
- Relatively small size compared to competitors
- Limited brand recognition
- Dependence on key personnel
- Volatility in investment returns
Opportunities
- Expansion into new markets
- Strategic acquisitions
- Development of innovative financial products
- Increasing demand for reinsurance solutions
Threats
- Economic downturns
- Regulatory changes
- Increased competition
- Natural disasters impacting reinsurance claims
Competitors and Market Share
Key Competitors
- BRK.A
- MUV2.DE
- RNR
Competitive Landscape
FG Financial Group's advantages include its flexibility and focus on niche markets. Disadvantages include its relatively small size and limited brand recognition compared to competitors.
Major Acquisitions
Validus Re
- Year: 2018
- Acquisition Price (USD millions): 25
- Strategic Rationale: Expands FGF's presence into the reinsurance market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends would analyze the company's performance over the past years, including revenue growth, market share gains, and profitability improvements.
Future Projections: Future growth projections depend on analyst estimates for revenue growth, market expansion, and strategic initiatives.
Recent Initiatives: Recent strategic initiatives undertaken by FG Financial Group would be included here, such as new product launches, acquisitions, and partnerships.
Summary
FG Financial Group presents a diversified financial service with operations in reinsurance, asset management, and direct investments. Its strengths include a flexible business model and an experienced management team. However, its small size relative to its competitors and limited brand recognition pose significant challenges. To continue its growth, FGF should focus on strategic acquisitions and expand into new markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Articles
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is 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 FG Financial Group
Exchange NASDAQ | Headquaters Mooresville, NC, United States | ||
IPO Launch date 2014-04-01 | Chairman of the Board & CEO Mr. Daniel Kyle Cerminara C.F.A., CFA | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees 130 | Website https://fundamentalglobal.com |
Full time employees 130 | Website https://fundamentalglobal.com | ||
Fundamental Global Inc. engages in reinsurance, merchant banking, and asset management business. The company offers initial public offering services. It also offers specialty property and casualty reinsurance services. In addition, the company provides investment advisory services. Fundamental Global Inc. was founded in 1932 and is based in Mooresville, North Carolina.
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