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Upturn AI SWOT - About
Reliance Global Group Inc (RELIW)
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Upturn Advisory Summary
10/15/2025: RELIW (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.
Analysis of Past Performance
Type Stock | Historic Profit -20% | Avg. Invested days 31 | 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 39.24M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta -0.46 | 52 Weeks Range 0.02 - 0.10 | Updated Date 06/28/2025 |
52 Weeks Range 0.02 - 0.10 | Updated Date 06/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
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 - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 2445256 |
Shares Outstanding - | Shares Floating 2445256 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Reliance Global Group Inc
Company Overview
History and Background
Reliance Global Group Inc. was founded in 2013. The company operates as an insurance and real estate service provider, focusing on acquiring and managing synergistic companies in these sectors. Initial growth came from acquiring various insurance agencies. Over time, it has aimed to consolidate fragmented markets within insurance and real estate.
Core Business Areas
- Insurance Agency Services: Provides a range of insurance products and services, including personal and commercial lines, through a network of agencies. Focuses on small to medium-sized businesses and individual customers.
- Real Estate Services: Offers real estate services, potentially including brokerage, property management, and investment opportunities. Details on the scope of these services are limited based on available data.
Leadership and Structure
The leadership team consists of individuals with experience in insurance and finance. The organizational structure involves a corporate office overseeing multiple acquired agencies and business units. Specific names and titles are not readily available without further research.
Top Products and Market Share
Key Offerings
- Commercial Lines Insurance: Offers insurance products for businesses, including property, liability, and workers' compensation coverage. Market share data is not publicly available. Competitors include major national and regional insurance carriers such as The Hartford, Travelers, and Liberty Mutual.
- Personal Lines Insurance: Provides insurance products for individuals, such as auto, home, and life insurance. Market share data is not publicly available. Competitors include State Farm, Geico, and Progressive.
Market Dynamics
Industry Overview
The insurance industry is large and competitive, characterized by numerous players, evolving regulations, and increasing digitalization. Real estate market conditions vary significantly by region and are influenced by economic factors, interest rates, and demographic trends.
Positioning
Reliance Global Group Inc. positions itself as a consolidator in fragmented markets within the insurance and real estate sectors. Its competitive advantage lies in acquiring and integrating smaller companies to achieve economies of scale and expand its market reach.
Total Addressable Market (TAM)
The total addressable market for insurance in the US is estimated to be in the trillions of dollars. The real estate market's TAM is also substantial, varying by region. Reliance Global Group Inc. is positioned to capture a small but growing share of these markets through its acquisition and consolidation strategy.
Upturn SWOT Analysis
Strengths
- Acquisition-based growth strategy
- Diversified revenue streams through insurance and real estate
- Experienced management team in insurance and finance
- Focus on consolidating fragmented markets
Weaknesses
- Limited brand recognition compared to larger competitors
- Reliance on acquisitions for growth, which can be risky
- Integration challenges with acquired companies
- Potential for high debt levels due to acquisition financing
Opportunities
- Further consolidation of insurance and real estate markets
- Expansion into new geographic areas
- Development of innovative insurance products and services
- Leveraging technology to improve efficiency and customer experience
Threats
- Economic downturns impacting insurance sales and real estate values
- Increased competition from larger insurance carriers and real estate firms
- Changes in insurance regulations
- Rising interest rates affecting acquisition financing
Competitors and Market Share
Key Competitors
- BRO
- HIG
- WRB
Competitive Landscape
Reliance Global Group Inc. faces intense competition from larger, more established insurance carriers and real estate firms. Its advantages lie in its acquisition-based growth strategy and focus on consolidating fragmented markets. Disadvantages include limited brand recognition and reliance on acquisitions for growth.
Major Acquisitions
Acquired insurance agencies vary
- Year: 2023
- Acquisition Price (USD millions): 1
- Strategic Rationale: Expansion of geographic reach and product offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has likely been driven by acquisitions and organic growth within acquired companies.
Future Projections: Future growth projections would depend on the company's ability to continue acquiring and integrating businesses, as well as its success in expanding its product offerings and geographic reach. Analyst estimates are not easily available.
Recent Initiatives: Recent initiatives likely involve identifying and acquiring new target companies, integrating acquired businesses, and investing in technology to improve operational efficiency.
Summary
Reliance Global Group is pursuing an aggressive growth strategy through acquisitions in fragmented insurance and real estate markets. However, its small size and reliance on acquisitions pose risks. The company needs to effectively integrate acquired businesses and manage its debt levels to succeed. It should leverage technology and expand product offerings for future growth, while monitoring economic conditions which could impact insurance sales and real estate values.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company Press Releases
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and limited company data. It is not financial advice. Investors should conduct their own due diligence before making 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 Reliance Global Group Inc
Exchange NASDAQ | Headquaters Lakewood, NJ, United States | ||
IPO Launch date 2021-02-09 | 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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