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Upturn AI SWOT - About
RELI 
Reliance Global Group Inc (RELI)
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Upturn Advisory Summary
10/15/2025: RELI (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
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $7
1 Year Target Price $7
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -63.65% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 6.51M USD | Price to earnings Ratio 0.19 | 1Y Target Price 7 |
Price to earnings Ratio 0.19 | 1Y Target Price 7 | ||
Volume (30-day avg) 1 | Beta -0.09 | 52 Weeks Range 0.67 - 3.55 | Updated Date 10/17/2025 |
52 Weeks Range 0.67 - 3.55 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -47.53% | Operating Margin (TTM) -76.84% |
Management Effectiveness
Return on Assets (TTM) -18.21% | Return on Equity (TTM) -223.86% |
Valuation
Trailing PE 0.19 | Forward PE - | Enterprise Value 16324631 | Price to Sales(TTM) 0.46 |
Enterprise Value 16324631 | Price to Sales(TTM) 0.46 | ||
Enterprise Value to Revenue 1.16 | Enterprise Value to EBITDA -5.28 | Shares Outstanding 7952635 | Shares Floating 2745533 |
Shares Outstanding 7952635 | Shares Floating 2745533 | ||
Percent Insiders 32.14 | Percent Institutions 14.7 |
Upturn AI SWOT
Reliance Global Group Inc
Company Overview
History and Background
Reliance Global Group, Inc. was incorporated in 2013 and is headquartered in Lakewood, New Jersey. The company has grown through strategic acquisitions in the insurance and real estate sectors, focusing on expansion and technological integration to improve service offerings.
Core Business Areas
- Insurance Services: Provides a range of insurance products, including personal and commercial lines. This segment involves brokerage and agency operations, connecting clients with suitable insurance coverage.
- Real Estate Services: Engages in real estate activities, which may include property management, investment, and development projects. This segment aims to leverage real estate assets for income generation and capital appreciation.
Leadership and Structure
The leadership team consists of executives with experience in insurance, finance, and real estate. The company's structure is organized to support both insurance and real estate operations, with dedicated teams for each area.
Top Products and Market Share
Key Offerings
- Personal Lines Insurance: Provides auto, home, and other personal insurance policies. Market share data is fragmented, with numerous competitors. Competitors include State Farm, Geico, and Progressive.
- Commercial Lines Insurance: Offers business insurance products like general liability and workers' compensation. Competitors include Travelers, Chubb, and The Hartford.
- Real Estate Investments: Investment in Income generating real estate. Market Share data is fragmented, with numerous competitors. Competitors include Blackstone, Brookfield Asset Management, and Prologis.
Market Dynamics
Industry Overview
The insurance industry is characterized by increasing competition, regulatory changes, and technological advancements. The real estate market fluctuates based on economic conditions, interest rates, and demographic trends.
Positioning
Reliance Global Group aims to differentiate itself through technology-driven solutions and a focus on niche markets. It seeks to expand its market presence through strategic acquisitions and partnerships.
Total Addressable Market (TAM)
The TAM for the insurance industry is multi-trillion dollars globally. The TAM for real estate is similarly vast. Reliance Global Group captures a small percentage of these large TAMs.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams (insurance and real estate)
- Strategic acquisitions
- Technology-driven solutions
- Experienced leadership team
Weaknesses
- Relatively small market share
- Reliance on acquisitions for growth
- Limited brand recognition
- High debt levels
Opportunities
- Expanding into new geographic markets
- Developing innovative insurance products
- Leveraging data analytics for better risk assessment
- Increased demand for real estate in growing areas
Threats
- Economic downturn affecting insurance demand and real estate values
- Increased competition from larger players
- Regulatory changes impacting insurance and real estate industries
- Cybersecurity risks and data breaches
Competitors and Market Share
Key Competitors
- BRK.A
- MMC
- CB
- AON
- PGR
- TRV
- HIG
- BLK
- BX
Competitive Landscape
Reliance Global Group faces significant competition from larger, more established players. Its advantages include agility and focus on niche markets, while disadvantages include limited resources and brand recognition.
Major Acquisitions
J.P. Premiere Consulting, LLC
- Year: 2021
- Acquisition Price (USD millions): 1.5
- Strategic Rationale: Expanded geographic reach and insurance product offerings.
CIT Programs, LLC
- Year: 2022
- Acquisition Price (USD millions): 6.2
- Strategic Rationale: Enhanced commercial insurance capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven primarily by acquisitions, with varying degrees of organic growth in insurance and real estate segments.
Future Projections: Future growth projections depend on successful integration of acquired businesses, market expansion, and technological advancements. Analyst estimates vary based on these factors.
Recent Initiatives: Recent strategic initiatives include expanding into new insurance lines, investing in technology platforms, and pursuing further strategic acquisitions.
Summary
Reliance Global Group is a small, growing company operating in the insurance and real estate sectors. Its growth strategy is heavily reliant on acquisitions, which present both opportunities and risks. While it has diversified revenue streams, it faces intense competition and must effectively manage its debt and integration efforts. It needs to monitor debt and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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 Reliance Global Group Inc
Exchange NASDAQ | Headquaters Lakewood, NJ, United States | ||
IPO Launch date 2016-02-02 | CEO & Executive Chairman Mr. Ezra Beyman | ||
Sector Financial Services | Industry Insurance Brokers | Full time employees 64 | |
Full time employees 64 | |||
Reliance Global Group, Inc. focuses on the acquisition and management of wholesale and retail insurance agencies in the United States. It provides agency services for insurance products in healthcare and medicare, personal and commercial, trucking, property and casualty, and insurance brokerage. The company was formerly known as Ethos Media Network, Inc. and changed its name to Reliance Global Group, Inc. in October 2018. Reliance Global Group, Inc. was incorporated in 2013 and is headquartered in Lakewood, New Jersey.
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