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Great Elm Group Inc (GEG)


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Upturn Advisory Summary
10/15/2025: GEG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -8.07% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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. was founded in 2003 and has evolved into a diversified holding company with operations across various sectors. It initially focused on investments in debt and equity securities and has since expanded into other areas.
Core Business Areas
- Great Elm Capital Management: Focuses on managing and investing in credit opportunities.
- Great Elm Healthcare: Operates in the healthcare sector, managing skilled nursing facilities and other related businesses.
- Durable Medical Equipment: Operates in medical equipment, specifically diabetic and orthopedic equipment.
Leadership and Structure
Great Elm Group Inc. is led by a management team experienced in finance and operations. Jonathan Cohen is the CEO. The organizational structure includes various divisions and subsidiaries managed by individual executives.
Top Products and Market Share
Key Offerings
- Credit Investments: Investments in debt and equity securities. Market share data is not publicly available. Competitors include credit-focused hedge funds and investment firms like Ares Capital Corporation (ARCC) and Blackstone Credit.
- Healthcare Services: Management of skilled nursing facilities. Market share data is not publicly available. Competitors include large healthcare providers like HCA Healthcare (HCA) and Brookdale Senior Living (BKD).
- Durable Medical Equipment: Durable Medical Equipment products distributed through various vendors. Market share data is not publicly available. Competitors include large medical equipment providers like Stryker (SYK) and Medtronic (MDT).
Market Dynamics
Industry Overview
The industries Great Elm Group operates in, credit, healthcare, and medical equipment, are characterized by intense competition and are heavily regulated. The credit market fluctuates with economic conditions, and the healthcare industry faces evolving regulations and reimbursement models.
Positioning
Great Elm Group Inc. aims to capitalize on opportunities in niche markets and distressed assets. Its competitive advantage lies in its ability to identify and manage complex investments.
Total Addressable Market (TAM)
The aggregate TAM for the sectors Great Elm operates in is multi-billion. Great Elm aims for a niche position in the markets.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Ability to identify and manage complex investments
Weaknesses
- Smaller market capitalization compared to competitors
- Reliance on external financing
- Limited brand recognition
Opportunities
- Growth in the healthcare sector
- Expansion into new markets
- Increased demand for credit investments
Threats
- Economic downturn
- Increased competition
- Changes in regulations
Competitors and Market Share
Key Competitors
- ARCC
- BKD
- HCA
- SYK
- MDT
Competitive Landscape
Great Elm Group Inc. faces significant competition from larger, more established companies. Its success depends on its ability to execute its strategy and differentiate itself from competitors.
Growth Trajectory and Initiatives
Historical Growth: Discuss Great Elm Group Inc's growth trends over the past years.
Future Projections: Provide projections for Great Elm Group Inc's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Great Elm Group Inc.
Summary
Great Elm Group is a diversified holding company with operations in credit, healthcare, and medical equipment. The company's diversified structure allows for growth, but limited brand recognition hinders it compared to competitors. Economic conditions and regulation can present significant challenges for the company. Great Elm's ability to identify and manage complex investments will be key to future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data may not be precise and should be viewed as estimates. The AI-based rating is generated by an algorithm and should not be the sole basis for 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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