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Upturn AI SWOT - About
Great Elm Group Inc (GEG)
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Upturn Advisory Summary
08/14/2025: GEG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.86% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 an alternative asset management company founded in 2003. It has evolved from focusing primarily on specialty finance to encompassing a broader range of investment strategies and operating businesses.
Core Business Areas
- Great Elm Capital Management: Externally manages Great Elm Capital Corp. (GECC), a business development company (BDC).
- Great Elm Healthcare: Invests in and operates healthcare businesses.
Leadership and Structure
Jonathan Isaac is the Chief Executive Officer. The company has a board of directors and operates through its various subsidiaries.
Top Products and Market Share
Key Offerings
- External Management of GECC: Great Elm Capital Management generates revenue through management and incentive fees earned from managing GECC's investment portfolio. The market share fluctuates with assets under management of the BDC. Competitors include other BDC management companies.
- Investments in Healthcare Businesses: Great Elm Healthcare generates revenue from the operations of its healthcare portfolio companies. Market share data is not readily available at the consolidated Great Elm Healthcare level. Competitors vary depending on the specific healthcare sector.
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by competition for capital and investment opportunities. The healthcare industry is subject to regulatory changes and reimbursement pressures.
Positioning
Great Elm Group operates as both an asset manager and an operator of businesses, differentiating it from pure-play asset managers. Their success depends on their ability to deploy capital effectively.
Total Addressable Market (TAM)
TAM is difficult to quantify precisely, but the alternative asset management market is in the trillions. Great Elm Group is positioned as a smaller player targeting niche opportunities.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams (asset management and operating businesses)
- Experienced management team
- Access to capital through GECC
Weaknesses
- Smaller size compared to larger asset managers
- Reliance on GECC's performance
- Potential for conflicts of interest
Opportunities
- Expansion into new asset classes
- Growth of existing healthcare businesses
- Strategic acquisitions
Threats
- Economic downturn
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- Apollo Global Management (APO)
- Blackstone (BX)
- Ares Management (ARES)
Competitive Landscape
Great Elm Group is much smaller than its major competitors and operates in niche markets.
Major Acquisitions
Fasoo
- Year: 2023
- Acquisition Price (USD millions): 23.5
- Strategic Rationale: Strengthens GEG's cybersecurity and data management offerings to the market.
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 smaller player in the alternative asset management space, combining asset management with operating businesses. While its diversified revenue streams offer some stability, its reliance on GECC and smaller size pose challenges. Strategic acquisitions and expansion into new asset classes could drive future growth, but economic conditions and competition remain key threats. The Fasoo acquisition appears to be a smart move.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, SEC filings, Analyst reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share figures are estimates.
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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