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Upturn AI SWOT - About
RELI 
Reliance Global Group Inc (RELI)
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Upturn Advisory Summary
06/30/2025: RELI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -51.8% | Avg. Invested days 19 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 6.37M USD | Price to earnings Ratio 0.51 | 1Y Target Price 7 |
Price to earnings Ratio 0.51 | 1Y Target Price 7 | ||
Volume (30-day avg) 1 | Beta -0.46 | 52 Weeks Range 0.97 - 4.60 | Updated Date 06/30/2025 |
52 Weeks Range 0.97 - 4.60 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -38.44% | Operating Margin (TTM) -33.22% |
Management Effectiveness
Return on Assets (TTM) -14.81% | Return on Equity (TTM) -238.61% |
Valuation
Trailing PE 0.51 | Forward PE - | Enterprise Value 18888670 | Price to Sales(TTM) 0.45 |
Enterprise Value 18888670 | Price to Sales(TTM) 0.45 | ||
Enterprise Value to Revenue 1.33 | Enterprise Value to EBITDA -5.28 | Shares Outstanding 2974910 | Shares Floating 2445256 |
Shares Outstanding 2974910 | Shares Floating 2445256 | ||
Percent Insiders 17.8 | Percent Institutions 1.9 |
Analyst Ratings
Rating 1 | Target Price 7 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Reliance Global Group Inc
Company Overview
History and Background
Reliance Global Group, Inc. (RELI) was founded in 2013 and operates as an insurance company. It has grown through acquisitions and organic growth focusing on retail and wholesale insurance.
Core Business Areas
- Insurance Agencies: Operates as a retail insurance agency, providing a range of insurance products to individual and commercial clients.
- Insurance Technology: Develops and utilizes technology platforms to enhance insurance distribution and management.
Leadership and Structure
The leadership team includes Ezra Beyman as CEO and other executives overseeing finance, operations, and technology. Organizational structure involves various divisions focusing on different aspects of insurance and technology.
Top Products and Market Share
Key Offerings
- Personal Lines Insurance: Includes auto, home, and other personal insurance products. Revenue data is not readily available publicly. Competitors: Progressive (PGR), Geico (BRK.A).
- Commercial Lines Insurance: Includes property, casualty, and other commercial insurance products. Revenue data is not readily available publicly. Competitors: Travelers (TRV), Chubb (CB).
- Insurance Agency Technology: Provides technology services which are used to improve insurance distribution and operations for its own as well as external use.
Market Dynamics
Industry Overview
The insurance industry is highly competitive and is influenced by factors such as economic conditions, regulatory changes, and technological advancements.
Positioning
RELI focuses on growth through acquisition and technological innovation within the fragmented insurance market. They aim to consolidate smaller agencies and leverage technology for efficiency.
Total Addressable Market (TAM)
The US insurance market is estimated to be over $1 trillion. RELI aims to capture a small but growing portion of this TAM through its targeted strategies.
Upturn SWOT Analysis
Strengths
- Acquisition strategy
- Focus on technology
- Diversified insurance offerings
Weaknesses
- Small market capitalization
- Financial volatility
- Limited brand recognition
Opportunities
- Further industry consolidation
- Expansion into new markets
- Increased adoption of insurance technology
Threats
- Intense competition
- Regulatory changes
- Economic downturns affecting insurance demand
Competitors and Market Share
Key Competitors
- GoHealth (GOCO)
- eHealth (EHTH)
- SelectQuote (SLQT)
Competitive Landscape
RELI faces competition from larger, more established players. RELI aims to differentiate through its acquisition strategy and technology focus.
Major Acquisitions
J.P. Kush & Associates
- Year: 2020
- Acquisition Price (USD millions): 2.6
- Strategic Rationale: Expansion of commercial lines business.
Growth Trajectory and Initiatives
Historical Growth: Historical growth driven by acquisitions and attempts to scale insurance operations.
Future Projections: Future growth depends on successful integration of acquisitions and leveraging technology for efficiency.
Recent Initiatives: Recent initiatives include acquiring additional insurance agencies and enhancing its technology platform.
Summary
Reliance Global Group is a small player in a fragmented insurance market, pursuing growth through acquisitions and technology. While their acquisition strategy offers potential, financial volatility and intense competition present challenges. They need to efficiently integrate acquisitions and innovate technologically to thrive. The small size of RELI provides them growth opportunities, but at the same time its low market capitalization provides an issue for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Industry reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available information.
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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