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Great Elm Group Inc (GEG)
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Upturn Advisory Summary
12/01/2025: GEG (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 -8.07% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 56.44M USD | Price to earnings Ratio - | 1Y Target Price 18.5 |
Price to earnings Ratio - | 1Y Target Price 18.5 | ||
Volume (30-day avg) - | Beta 0.77 | 52 Weeks Range 1.70 - 2.33 | Updated Date 06/29/2025 |
52 Weeks Range 1.70 - 2.33 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.05 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -7.1% | Operating Margin (TTM) -79.62% |
Management Effectiveness
Return on Assets (TTM) -3.66% | Return on Equity (TTM) -1.09% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 25416547 | Price to Sales(TTM) 2.88 |
Enterprise Value 25416547 | Price to Sales(TTM) 2.88 | ||
Enterprise Value to Revenue 1.29 | Enterprise Value to EBITDA 5.33 | Shares Outstanding 27940500 | Shares Floating 10218111 |
Shares Outstanding 27940500 | Shares Floating 10218111 | ||
Percent Insiders 13.92 | Percent Institutions 58.69 |
Upturn AI SWOT
Great Elm Group Inc
Company Overview
History and Background
Great Elm Group, Inc. is a holding company established to acquire, manage, and strategically evolve businesses with a focus on investing in special situations and distressed debt. Founded with the goal of building a diversified portfolio of operating businesses and strategic investments, Great Elm has undergone several evolutions over time, adapting its investment strategy to changing market conditions and identifying opportunities in undervalued assets.
Core Business Areas
- Durable Medical Equipment: Great Elm's DME segment is focused on providing specialized medical equipment and related services, often through acquisition of smaller players in the space and organic growth strategies.
- Real Estate: Great Elm Groupu2019s real estate investments include equity and debt investments in commercial real estate.
- Strategic Capital: Great Elm Group also has strategic capital investments, which includes investments in debt and equity securities.
Leadership and Structure
Great Elm Group is led by a team of experienced investment professionals. The company is structured as a holding company, which allows for decentralized management of its various business segments while maintaining overall strategic oversight.
Top Products and Market Share
Key Offerings
- Durable Medical Equipment (DME): Durable Medical Equipment products and services, including but not limited to respiratory equipment, mobility aids, and other healthcare-related equipment. The market share data is not explicitly published by the company for this segment. Competitors include AdaptHealth (AHCO) and Lincare Holdings.
- Real Estate Investments: Real estate equity and debt investments. Market share is highly fragmented and dependent on the specific deals. Competitors include larger REITs and private equity firms focused on real estate.
- Strategic Capital: Investments in debt and equity securities. This includes investments in distressed debt, special situations and other opportunistic investments. Market share isn't applicable. Competitors are hedge funds and other alternative asset managers.
Market Dynamics
Industry Overview
The industries in which Great Elm operates, including DME, real estate, and strategic capital investments, are all subject to varying market dynamics. The DME market is influenced by factors such as an aging population and healthcare spending trends. The real estate market is sensitive to interest rates and economic conditions. The strategic capital investment market is driven by macroeconomic trends and the availability of distressed assets.
Positioning
Great Elm Group positions itself as an opportunistic investor that can identify undervalued assets and create value through operational improvements and strategic capital allocation. Its competitive advantage lies in its flexible investment mandate and its ability to invest across different asset classes.
Total Addressable Market (TAM)
The TAM for Great Elm's businesses is quite broad. The DME market in the U.S. is a multi-billion dollar market. Real estate investment opportunities are vast and global, measured in trillions. Distressed debt opportunities arise in cycles and depend on overall economic health. Great Elm targets niche areas within these markets where it can leverage its expertise.
Upturn SWOT Analysis
Strengths
- Flexible investment mandate
- Experienced management team
- Ability to invest across different asset classes
- Focus on undervalued assets
Weaknesses
- Smaller size compared to larger competitors
- Reliance on market conditions for investment opportunities
- Potential for illiquidity in certain investments
- Limited operating history for certain business segments
Opportunities
- Acquisitions of smaller players in fragmented markets
- Expansion into new geographic regions
- Capitalizing on distressed debt opportunities
- Growth in the DME market due to aging population
Threats
- Economic downturns affecting real estate and investment portfolios
- Increased competition from larger players
- Changes in healthcare regulations affecting DME business
- Interest rate hikes impacting real estate investments
Competitors and Market Share
Key Competitors
- AHCO
- NHC
- OWLT
- TMDX
Competitive Landscape
Great Elm Group operates in competitive industries. It aims to differentiate itself through its flexible investment mandate and its ability to identify undervalued assets. However, it faces challenges from larger competitors with greater resources.
Major Acquisitions
LumeEQ
- Year: 2023
- Acquisition Price (USD millions): 15
- Strategic Rationale: Bolsters Great Elm's DME segment and extends their product offerings.
Growth Trajectory and Initiatives
Historical Growth: Great Elm's growth has been driven by acquisitions and organic growth initiatives in its various business segments.
Future Projections: Future growth projections are not publicly available from the company and would depend on analyst estimates.
Recent Initiatives: Recent initiatives could include acquisitions, divestitures, and strategic investments aimed at optimizing the company's portfolio.
Summary
Great Elm Group is a diversified holding company with interests in DME, real estate, and strategic capital. It faces competition from larger companies but benefits from its flexible investment strategy. Its DME business shows promise with the aging population while real estate holdings are sensitive to market fluctuations. Future performance depends on identifying undervalued assets and effectively managing its portfolio of investments.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Third-party Financial Data Providers
- Industry Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Financial data may be subject to change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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 Great Elm Group Inc
Exchange NASDAQ | Headquaters Palm Beach Gardens, FL, United States | ||
IPO Launch date 1999-06-11 | CEO & Executive Chairman Mr. Jason W. Reese | ||
Sector Financial Services | Industry Asset Management | Full time employees 31 | Website https://www.greatelmgroup.com |
Full time employees 31 | Website https://www.greatelmgroup.com | ||
Great Elm Group, Inc., an asset management company, focuses on the credit, real estate, specialty finance, and other alternative strategies businesses. It is also involved in business development and investment management activities. The company was formerly known as Great Elm Capital Group, Inc. and changed its name to Great Elm Group, Inc. in December 2020. Great Elm Group, Inc. was incorporated in 1994 and is headquartered in Palm Beach Gardens, Florida.
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