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Upturn AI SWOT - About
P10 Inc (PX)
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Upturn Advisory Summary
07/02/2025: PX (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $15.38
1 Year Target Price $15.38
| 1 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24.74% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.15B USD | Price to earnings Ratio 65.56 | 1Y Target Price 15.38 |
Price to earnings Ratio 65.56 | 1Y Target Price 15.38 | ||
Volume (30-day avg) 4 | Beta 0.85 | 52 Weeks Range 8.08 - 14.19 | Updated Date 07/2/2025 |
52 Weeks Range 8.08 - 14.19 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 1.47% | Basic EPS (TTM) 0.16 |
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 6.11% | Operating Margin (TTM) 28.18% |
Management Effectiveness
Return on Assets (TTM) 7.23% | Return on Equity (TTM) 4.94% |
Valuation
Trailing PE 65.56 | Forward PE 11.61 | Enterprise Value 1454272144 | Price to Sales(TTM) 3.85 |
Enterprise Value 1454272144 | Price to Sales(TTM) 3.85 | ||
Enterprise Value to Revenue 4.88 | Enterprise Value to EBITDA 18.63 | Shares Outstanding 77530096 | Shares Floating 57002962 |
Shares Outstanding 77530096 | Shares Floating 57002962 | ||
Percent Insiders 25.57 | Percent Institutions 62.35 |
Upturn AI SWOT
P10 Inc
Company Overview
History and Background
P10 Inc. is a multi-asset class private markets solutions provider. The company focuses on acquiring and developing specialized investment firms with a track record of strong performance. Its evolution involves growth through strategic acquisitions and organic expansion within the alternative investment space.
Core Business Areas
- Private Equity: Investments in funds, secondaries and direct investments.
- Venture Capital: Investments in funds, secondaries and direct investments.
- Multi-Asset Solutions: Offerings that combine various private market strategies to meet investor needs.
Leadership and Structure
P10 Inc. is led by a management team with extensive experience in private markets. The organizational structure is designed to support decentralized operations within acquired firms, while centralizing strategic decision-making and resource allocation.
Top Products and Market Share
Key Offerings
- Private Equity Funds: P10 manages and invests in a variety of private equity funds. Market share data is not publicly available, but P10 competes with firms like The Carlyle Group, Blackstone, and KKR. Revenue contribution not disclosed specifically, but part of the overall fee earning asset base. Competitors are: Blackstone (BX), Apollo Global Management (APO), KKR & Co. Inc. (KKR)
- Venture Capital Funds: P10 manages and invests in venture capital funds. Market share data is not publicly available, but P10 competes with firms like Sequoia Capital, Accel, and Andreessen Horowitz. Revenue contribution not disclosed specifically, but part of the overall fee earning asset base. Competitors are: Sequoia Capital, Accel, Andreessen Horowitz.
- Secondaries: Acquisition of existing limited partnership interests in private equity funds and other illiquid assets. Market share data is not publicly available, but P10 competes with firms like Ardian, Lexington Partners, and HarbourVest Partners. Revenue contribution not disclosed specifically, but part of the overall fee earning asset base. Competitors are: Ardian, Lexington Partners, HarbourVest Partners.
Market Dynamics
Industry Overview
The private markets industry is experiencing significant growth, driven by institutional investors seeking higher returns and diversification beyond traditional asset classes. Increased regulatory scrutiny and competition are key trends.
Positioning
P10 Inc. positions itself as a specialized multi-asset class private markets solutions provider. Its competitive advantage lies in its diversified platform of high-performing investment firms.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for alternative assets, including private equity and venture capital, is in the trillions of dollars. P10 Inc. is positioned to capture a portion of this market by offering diversified investment solutions and expanding its asset base.
Upturn SWOT Analysis
Strengths
- Diversified platform of investment firms
- Strong track record of investment performance
- Experienced management team
- Scalable business model
- Stable Fee Earning Assets Under Management
Weaknesses
- Reliance on acquisitions for growth
- Sensitivity to economic cycles
- Complexity of managing multiple investment firms
- Limited brand recognition compared to larger peers
Opportunities
- Growing demand for private market investments
- Expansion into new asset classes and geographies
- Strategic acquisitions of complementary businesses
- Increased institutional investor allocations to alternatives
Threats
- Increased competition in the private markets industry
- Economic downturns impacting investment performance
- Regulatory changes affecting private fund management
- Difficulty in integrating acquired companies
Competitors and Market Share
Key Competitors
- BX
- APO
- KKR
- CG
Competitive Landscape
P10 Inc. is smaller than some of its larger competitors like Blackstone and KKR. Its diversified platform and specialized investment firms provide a competitive edge.
Major Acquisitions
RCP Advisors
- Year: 2021
- Acquisition Price (USD millions): 280
- Strategic Rationale: Expansion of P10's private equity offerings and increased AUM.
Enhanced Capital Group
- Year: 2020
- Acquisition Price (USD millions): 142
- Strategic Rationale: Strengthened P10's position in the SBIC and impact investing markets.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth within its existing investment firms.
Future Projections: Future growth is expected to be fueled by continued demand for private market investments and strategic acquisitions.
Recent Initiatives: Recent initiatives include expanding into new asset classes and geographies, and integrating acquired companies.
Summary
P10 Inc. is a diversified private markets solutions provider with a history of growth through acquisitions. Its diversified platform of investment firms is a strength, but it faces competition from larger players. The company needs to manage integration risks and economic sensitivities. P10 is in a market with high growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is based on available information and 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 P10 Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2021-10-21 | Chairman of the Board, President & CEO Mr. Luke A. Sarsfield III | ||
Sector Financial Services | Industry Asset Management | Full time employees 267 | Website https://www.p10alts.com |
Full time employees 267 | Website https://www.p10alts.com | ||
P10, Inc. operates as a multi-asset class private market solutions provider in the alternative asset management industry in the United States. The company's portfolio of private solutions includes private equity, venture capital, impact investing, and private credit, as well as primary fund of funds, secondary investment, and direct and co-investments services. It markets its private equity solutions under the RCP Advisors, Bonaccord Capital, and P10 Advisors brands; venture capital solution under the TrueBridge brand; impact investing solution under the Enhanced brand; and private credit solutions under the Five Points, Hark Capital, and WTI brands. P10, Inc. was founded in 1992 and is headquartered in Dallas, Texas.
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