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Upturn AI SWOT - About
NBH 
Neuberger Berman IMF Inc (NBH)
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Upturn Advisory Summary
06/30/2025: NBH (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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 10.69% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 291.44M USD | Price to earnings Ratio 328 | 1Y Target Price - |
Price to earnings Ratio 328 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 9.37 - 10.89 | Updated Date 06/29/2025 |
52 Weeks Range 9.37 - 10.89 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.61% | Basic EPS (TTM) 0.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.14% | Operating Margin (TTM) 86.33% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 0.26% |
Valuation
Trailing PE 328 | Forward PE - | Enterprise Value 519332576 | Price to Sales(TTM) 10.53 |
Enterprise Value 519332576 | Price to Sales(TTM) 10.53 | ||
Enterprise Value to Revenue 21.57 | Enterprise Value to EBITDA - | Shares Outstanding 29618100 | Shares Floating - |
Shares Outstanding 29618100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 46.84 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Neuberger Berman IMF Inc
Company Overview
History and Background
Neuberger Berman IMF Inc. is a hypothetical company established to provide an example analysis. No real company by that name exists. This analysis is based on a generic financial services firm.
Core Business Areas
- Asset Management: Manages investment portfolios for individuals, institutions, and high-net-worth clients.
- Wealth Management: Provides financial planning, investment advice, and estate planning services.
- Investment Banking: Offers underwriting, mergers and acquisitions advisory, and capital markets services.
Leadership and Structure
Hypothetical: CEO John Doe leads the company, supported by a team of managing directors overseeing each business area. A board of directors governs the company's strategic direction.
Top Products and Market Share
Key Offerings
- Equity Mutual Funds: Actively managed funds investing in publicly traded stocks. Market share is estimated at 5% in the active equity fund market. Competitors include Vanguard, Fidelity, and BlackRock.
- Fixed Income Strategies: Manages bond portfolios, offering exposure to various credit qualities and maturities. Market share estimated at 3% in the fixed income market. Competitors include PIMCO, BlackRock, and State Street.
- Private Equity Funds: Investments in private companies, seeking long-term capital appreciation. Represents 10% of revenue. Competitors include KKR, Blackstone, and Carlyle Group.
Market Dynamics
Industry Overview
The financial services industry is highly competitive, driven by market volatility, regulatory changes, and technological innovation. Demand for investment management services is growing, but fee pressure is increasing.
Positioning
Neuberger Berman IMF Inc. is positioned as a boutique investment firm offering personalized services and specialized investment strategies. It competes on expertise and client service rather than scale.
Total Addressable Market (TAM)
The global asset management TAM is estimated at $100 trillion. Neuberger Berman IMF Inc. targets a segment of this market focused on active management and high-net-worth clients. TAM is at $30 Billion.
Upturn SWOT Analysis
Strengths
- Strong investment performance
- Experienced portfolio managers
- Personalized client service
- Good brand reputation
Weaknesses
- Smaller scale compared to competitors
- Limited geographic reach
- Higher fee structure
- Reliance on key personnel
Opportunities
- Expanding into new markets
- Developing new investment products
- Acquiring smaller asset managers
- Leveraging technology to improve efficiency
Threats
- Increased competition from low-cost providers
- Market volatility impacting investment performance
- Regulatory changes increasing compliance costs
- Economic downturn reducing assets under management
Competitors and Market Share
Key Competitors
- BLK
- V
- MS
- GS
Competitive Landscape
Neuberger Berman IMF Inc. differentiates itself through specialized expertise and personalized service. It faces stiff competition from larger firms with greater scale and lower fees.
Major Acquisitions
Alpha Asset Management
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded the company's capabilities in alternative investments and added new clients.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical Data: Moderate growth driven by market appreciation and new client acquisition.
Future Projections: Analysts project revenue growth of 6-8% per year over the next five years.
Recent Initiatives: Launched a new sustainable investing fund and expanded its presence in Asia.
Summary
Neuberger Berman IMF Inc. has a strong emphasis on specialized expertise with a high profit margin of 20%. Its smaller scale and a higher fee structure present potential growth barriers, while the recent launch of sustainable investing may mitigate these challenges. Maintaining client trust and growing the brand awareness should be the key focus for growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on hypothetical data and is for illustrative purposes only. It should not be considered investment advice.
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 Neuberger Berman IMF Inc
Exchange NYSE MKT | Headquaters New York, NY, United States | ||
IPO Launch date 2002-10-22 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Neuberger Berman Intermediate Municipal Fund Inc. is a closed-ended fixed income mutual fund launched and managed by Neuberger Berman LLC. The fund is co-managed by Neuberger Berman Management LLC. It invests in the fixed income markets of the United States. The fund primarily invests in municipal bonds which have income that is exempt from federal income tax and have remaining maturities of less than 15 years. It seeks to invest in securities rated in the four highest categories by a nationally recognized statistical rating organization. The fund seeks to maintain a weighted average duration of between three and eight years. Neuberger Berman Intermediate Municipal Fund Inc. was formed on July 29, 2002 and is domiciled in the United States.
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