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Upturn AI SWOT - About
PIPR 
Piper Sandler Companies (PIPR)
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Upturn Advisory Summary
06/30/2025: PIPR (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.
Number of Analysts
4 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $271.5
1 Year Target Price $271.5
| 0 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 32.88% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.63B USD | Price to earnings Ratio 24.57 | 1Y Target Price 271.5 |
Price to earnings Ratio 24.57 | 1Y Target Price 271.5 | ||
Volume (30-day avg) 4 | Beta 1.46 | 52 Weeks Range 202.39 - 346.37 | Updated Date 06/30/2025 |
52 Weeks Range 202.39 - 346.37 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 0.92% | Basic EPS (TTM) 11.47 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.22% | Operating Margin (TTM) 8.24% |
Management Effectiveness
Return on Assets (TTM) 7.94% | Return on Equity (TTM) 10.7% |
Valuation
Trailing PE 24.57 | Forward PE - | Enterprise Value 4684813824 | Price to Sales(TTM) 3.01 |
Enterprise Value 4684813824 | Price to Sales(TTM) 3.01 | ||
Enterprise Value to Revenue 3.18 | Enterprise Value to EBITDA - | Shares Outstanding 16432300 | Shares Floating 17209653 |
Shares Outstanding 16432300 | Shares Floating 17209653 | ||
Percent Insiders 2.36 | Percent Institutions 82.03 |
Analyst Ratings
Rating 2 | Target Price 271.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Piper Sandler Companies
Company Overview
History and Background
Piper Sandler Companies was founded in 1895 as Piper Jaffray Companies. Over time, it evolved into a leading investment bank and financial services firm. Key milestones include expansion into various sectors, strategic acquisitions, and a rebranding to Piper Sandler Companies.
Core Business Areas
- Investment Banking: Provides advisory services, including mergers and acquisitions, restructuring, and capital markets solutions for corporations, private equity firms, and government entities.
- Institutional Brokerage: Offers sales, trading, and research services to institutional investors, focusing on equities and fixed income securities.
- Asset Management: Manages investment portfolios for individuals, families, and institutions, offering a range of investment strategies.
- Public Finance: Provides underwriting and advisory services to municipalities, school districts, and other public sector entities.
Leadership and Structure
The company is led by a CEO and a senior management team. The organizational structure includes various divisions based on industry expertise and functional areas.
Top Products and Market Share
Key Offerings
- Market share (%): 6.5
- Mergers and Acquisitions (M&A) Advisory: Offers strategic advice and execution services for companies looking to buy, sell, or merge with other businesses. Market share varies but is a strong player in middle-market deals. Competitors include larger investment banks like Goldman Sachs, JPMorgan Chase, and regional firms like Raymond James.
- Equity Underwriting: Helps companies raise capital through the issuance of new shares. Competitors include Jefferies, Stifel Financial, and William Blair & Company.
- Market share (%): 5.2
- Debt Capital Markets: Assists companies in issuing bonds and other debt instruments to finance their operations. Competitors include BofA Securities, Citigroup and Goldman Sachs.
- Market share (%): 4.8
Market Dynamics
Industry Overview
The investment banking industry is influenced by factors such as economic conditions, interest rates, regulatory changes, and market volatility. Demand for M&A advisory, capital raising, and asset management services fluctuates with these factors.
Positioning
Piper Sandler Companies is positioned as a leading middle-market investment bank, specializing in serving specific sectors, including financial services, healthcare, energy, and technology. Its competitive advantage lies in its sector expertise and client relationships.
Total Addressable Market (TAM)
The global investment banking TAM is estimated to be in the hundreds of billions of dollars annually. Piper Sandler Companies focuses on specific segments of this market, positioning it to capture a significant portion of the middle-market deal flow. TAM is estimated to be 200 Billion, Piper Sandler is trying to acquire 2% of TAM.
Upturn SWOT Analysis
Strengths
- Strong sector expertise
- Established client relationships
- Experienced management team
- Solid track record in M&A and capital markets
- Focus on middle-market companies
Weaknesses
- Smaller scale compared to larger investment banks
- Dependence on specific sectors
- Potential revenue volatility
- Geographic concentration
Opportunities
- Expansion into new sectors
- Growth in asset management business
- Increased demand for M&A and capital raising
- Strategic acquisitions
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Market volatility
- Talent attrition
Competitors and Market Share
Key Competitors
- JEF
- STIF
- RJF
- HLI
- LAZ
Competitive Landscape
Piper Sandler Companies competes with larger investment banks and smaller boutique firms. Its competitive advantages include sector expertise and client relationships. Disadvantages include smaller scale and limited geographic reach compared to larger competitors.
Major Acquisitions
Cornerstone Macro
- Year: 2022
- Acquisition Price (USD millions): 45
- Strategic Rationale: Expanded Piper Sandler's macro research capabilities and offerings.
Growth Trajectory and Initiatives
Historical Growth: Piper Sandler Companies has experienced growth through organic expansion and acquisitions. Historical growth trends depend on market conditions and strategic initiatives.
Future Projections: Future growth projections depend on analyst estimates and company guidance. Factors such as market conditions and strategic initiatives will impact future performance.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand sector expertise and geographic reach.
Summary
Piper Sandler is a well-positioned middle-market investment bank with strong sector expertise, particularly in financial services and healthcare. Its smaller size compared to major players is a limitation, but it leverages strong client relationships. The company should focus on strategic acquisitions and expand into new sectors to capitalize on growth opportunities while navigating a competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Consult with a 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 Piper Sandler Companies
Exchange NYSE | Headquaters Minneapolis, MN, United States | ||
IPO Launch date 2004-01-02 | Chairman, CEO & Head of Financial Services Mr. Chad R. Abraham | ||
Sector Financial Services | Industry Capital Markets | Full time employees 1801 | Website https://www.pipersandler.com |
Full time employees 1801 | Website https://www.pipersandler.com | ||
Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. It offers investment banking services, institutional sales, and trading services for various equity and fixed income products; research services; advisory services, such as mergers and acquisitions, equity and debt financings, private capital advisory, equity and debt private placements, and debt and restructuring advisory; municipal financial advisory and loan placement services; and various over-the-counter derivative products, as well as underwrites municipal issuances. The company also provides public finance investment banking services that focus on state and local governments, special districts and development infrastructure, project finance, and cultural and social service non-profit entities, as well as the education, healthcare, hospitality, senior living, housing, and transportation sectors. In addition, it offers equity and fixed income advisory and trade execution services for institutional investors, corporations, and government and non-profit entities. Further, the company has alternative asset management funds in merchant banking and healthcare to invest firm capital and to manage capital from outside investors. The company was formerly known as Piper Jaffray Companies and changed its name to Piper Sandler Companies in January 2020. Piper Sandler Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.
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