GEG
GEG 1-star rating from Upturn Advisory

Great Elm Group Inc (GEG)

Great Elm Group Inc (GEG) 1-star rating from Upturn Advisory
$2.45
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Upturn Advisory Summary

12/24/2025: GEG (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

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 -16.23%
Avg. Invested days 48
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/24/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Great Elm Group Inc

Great Elm Group Inc(GEG) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Great Elm Group Inc. (GEG) has a history rooted in acquiring and managing operating companies. The company has undergone transformations, shifting its focus and portfolio over time. Its strategy often involves acquiring underperforming or undervalued businesses and working to improve their operational efficiency and profitability. Significant milestones often relate to strategic divestitures or acquisitions that redefine its core business areas.

Company business area logo Core Business Areas

  • Diversified Investments: Great Elm Group Inc. operates as a holding company that acquires, manages, and invests in a diversified portfolio of businesses across various industries. Its strategy has historically included segments such as healthcare services, specialty finance, and niche manufacturing.

leadership logo Leadership and Structure

Great Elm Group Inc. is led by a management team with experience in private equity, corporate finance, and operations. The organizational structure is that of a holding company with its portfolio of subsidiary businesses. Specific details on the current leadership team can be found in their latest SEC filings.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Segment Specific Offerings: As a diversified holding company, Great Elm Group Inc. does not have single 'top products' in the traditional sense. Instead, its offerings are tied to the specific businesses it owns. For instance, if it holds a healthcare services company, its offerings would be medical treatments, diagnostic services, or healthcare management solutions. Market share data is segment-specific and not aggregated for the parent company. Competitors vary widely depending on the specific business segment.

Market Dynamics

industry overview logo Industry Overview

Great Elm Group Inc. operates in a dynamic investment landscape. Its specific industry exposure depends on its current portfolio. The general market for diversified holding companies is influenced by macroeconomic conditions, interest rates, and the performance of individual sectors in which it invests.

Positioning

Great Elm Group Inc. positions itself as a value-oriented acquirer of businesses with the potential for operational improvement and growth. Its competitive advantage lies in its ability to identify undervalued assets and leverage its management expertise to enhance their performance. However, its diversified nature can also lead to challenges in maintaining focus across multiple distinct industries.

Total Addressable Market (TAM)

The Total Addressable Market for a diversified holding company like Great Elm Group Inc. is vast and encompasses numerous sectors. It is difficult to quantify a single TAM. Great Elm Group Inc. is positioned to target specific segments within this broad market where it sees opportunities for value creation and strategic growth, rather than attempting to capture a significant share of a single, monolithic TAM.

Upturn SWOT Analysis

Strengths

  • Acquisition expertise in identifying undervalued assets.
  • Experienced management team with operational and financial backgrounds.
  • Diversified portfolio can mitigate risk across sectors.
  • Flexibility to pivot and adjust investment strategy.

Weaknesses

  • Lack of a singular, dominant product or service can dilute brand recognition.
  • Complexity of managing diverse operations.
  • Potential for underperformance in individual portfolio companies to impact overall results.
  • Reliance on capital markets for funding acquisitions.

Opportunities

  • Acquisition of distressed or underperforming businesses at attractive valuations.
  • Growth in specific niche markets within its portfolio.
  • Strategic divestitures of non-core assets to unlock value.
  • Leveraging synergies between portfolio companies.

Threats

  • Economic downturns impacting portfolio company performance.
  • Increased competition for acquisition targets.
  • Regulatory changes affecting specific industries.
  • Rising interest rates increasing cost of capital.

Competitors and Market Share

Key competitor logo Key Competitors

  • Hercules Technology Growth Capital (HTGC)
  • BlackRock Capital Investment Corporation (BKCC)
  • Fifth Street Asset Management Inc. (FSAM) - acquired

Competitive Landscape

Great Elm Group Inc. competes in the diversified investment and business acquisition space. Its competitive advantages lie in its opportunistic acquisition strategy and operational improvement capabilities. However, it faces significant competition from larger, more established investment firms and specialized lenders that may have greater access to capital and broader market reach. Its diversified nature can be a double-edged sword, offering stability but potentially lacking the focused expertise of specialized competitors.

Major Acquisitions

Monarch HealthCare, Inc.

  • Year: 2022
  • Acquisition Price (USD millions):
  • Strategic Rationale: To expand its presence in the healthcare services sector and capitalize on growth opportunities within managed care and provider networks.

US Medical

  • Year: 2022
  • Acquisition Price (USD millions):
  • Strategic Rationale: To enhance its healthcare services portfolio and leverage synergies with existing healthcare-related investments.

Growth Trajectory and Initiatives

Historical Growth: Historical growth for Great Elm Group Inc. is characterized by strategic acquisitions and portfolio adjustments rather than organic growth of a single product line. Its growth trajectory has been shaped by its success in identifying and integrating new businesses and divesting underperforming ones.

Future Projections: Future projections for Great Elm Group Inc. are contingent on its ability to execute its acquisition strategy, effectively manage its diverse portfolio, and navigate evolving market conditions. Specific analyst estimates would need to be sourced from financial data providers.

Recent Initiatives: Recent initiatives typically involve the announcement of new acquisitions, divestitures of existing assets, or strategic realignments aimed at optimizing its portfolio and enhancing shareholder value. The specifics are best obtained from the company's press releases and investor updates.

Summary

Great Elm Group Inc. operates as a diversified holding company, strategically acquiring and managing businesses with potential for value enhancement. Its strength lies in its acquisition expertise and experienced management, while its diversification offers resilience. However, managing a broad portfolio presents complexity, and its success is tied to capitalizing on market opportunities and navigating competitive pressures. Careful monitoring of its individual segment performance and strategic execution is crucial for its continued growth.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Financial News and Analysis Websites
  • Investor Relations Information

Disclaimers:

This JSON output is generated for informational purposes only and does not constitute investment advice. The data provided is based on publicly available information and may not be exhaustive or entirely up-to-date. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 31

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.