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Great Elm Group Inc (GEG)

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Upturn Advisory Summary
12/24/2025: GEG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -16.23% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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. (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.
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 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
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
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 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.
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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.
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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