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Upturn AI SWOT - About
Great Elm Group Inc (GEG)
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Upturn Advisory Summary
09/15/2025: GEG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 15.31% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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. was founded in 2003 as a specialty finance company. Over time, it has evolved through acquisitions and divestitures into a diversified holding company focusing on acquiring and operating businesses.
Core Business Areas
- Great Elm Capital Management, Inc.: Great Elm Capital Management is an alternative asset manager focused on credit strategies.
- Great Elm Healthcare: Great Elm Healthcare focuses on investments in the healthcare sector.
Leadership and Structure
Great Elm Group operates with a board of directors and an executive management team overseeing the various business segments. Management team is headed by Peter A. Reed, Chief Executive Officer.
Top Products and Market Share
Key Offerings
- Credit Investments: Through Great Elm Capital Management, the company provides credit financing solutions and asset management services. Market share data is difficult to ascertain without deeper confidential information from the company. Competitors include Ares Capital Corporation (ARCC) and BlackRock TCP Capital Corp (TCPC).
- Healthcare Investments: Through Great Elm Healthcare, the company invests in healthcare-related companies and real estate. Competitors include Omega Healthcare Investors (OHI) and Welltower Inc. (WELL).
Market Dynamics
Industry Overview
The alternative asset management industry is growing, driven by demand for specialized investment strategies. The healthcare sector continues to experience growth driven by favorable demographic trends.
Positioning
Great Elm Group positions itself as a diversified holding company with expertise in specialty finance and healthcare, attempting to capitalize on market opportunities in these sectors.
Total Addressable Market (TAM)
The TAM for alternative asset management and healthcare investments is substantial, totaling trillions of dollars. Great Elm Group's positioning allows it to capture a small fraction of the broader TAM.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Access to capital
- Expertise in specialty finance and healthcare
Weaknesses
- Small market capitalization
- Complexity of business model
- Dependence on key personnel
- Limited operating history in some segments
Opportunities
- Expanding asset management business
- Acquiring undervalued healthcare assets
- Capitalizing on market dislocations
- Growing demand for alternative investments
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Fluctuations in interest rates
Competitors and Market Share
Key Competitors
- ARCC
- TCPC
- OHI
- WELL
Competitive Landscape
Great Elm Group faces intense competition from larger, more established players in both the asset management and healthcare sectors. The firm needs to demonstrate the ability to generate above-average returns and efficient capital allocation.
Major Acquisitions
Dermata Therapeutics, Inc.
- Year: 2024
- Acquisition Price (USD millions): 7.6
- Strategic Rationale: The acquisition of Dermata Therapeutics helps expand Great Elm Group's position in the Healthcare sector.
Growth Trajectory and Initiatives
Historical Growth: Review GEG's historical financial statements to determine past growth rates.
Future Projections: Analyst estimates for future growth are not widely available for Great Elm Group.
Recent Initiatives: Refer to GEG's press releases and investor presentations to learn about recent strategic initiatives.
Summary
Great Elm Group is a diversified holding company participating in asset management and healthcare. The company has strength in its diversified business model, but it needs to address weaknesses such as its small market capitalization and dependence on key personnel. Opportunities include expansion in asset management and capitalizing on market dislocations. However, GEG needs to be wary of economic downturns and increased competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Company Website
- Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made after consulting with a qualified professional.
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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