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Upturn AI SWOT - About
RILY 
B. Riley Financial Inc (RILY)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/01/2025: RILY (2-star) is currently NOT-A-BUY. Pass it for now.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $1.5
1 Year Target Price $1.5
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 46.05% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 89.36M USD | Price to earnings Ratio - | 1Y Target Price 1.5 |
Price to earnings Ratio - | 1Y Target Price 1.5 | ||
Volume (30-day avg) - | Beta 1.42 | 52 Weeks Range 2.67 - 20.80 | Updated Date 06/29/2025 |
52 Weeks Range 2.67 - 20.80 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -23.45 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -100.28% | Operating Margin (TTM) -71.66% |
Management Effectiveness
Return on Assets (TTM) -16.93% | Return on Equity (TTM) -3385.42% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 2090263403 | Price to Sales(TTM) 0.1 |
Enterprise Value 2090263403 | Price to Sales(TTM) 0.1 | ||
Enterprise Value to Revenue 1.45 | Enterprise Value to EBITDA 17038.79 | Shares Outstanding 30497100 | Shares Floating 16009740 |
Shares Outstanding 30497100 | Shares Floating 16009740 | ||
Percent Insiders 46.8 | Percent Institutions 23.75 |
Analyst Ratings
Rating - | Target Price 1.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
B. Riley Financial Inc
Company Overview
History and Background
B. Riley Financial, Inc. was founded in 1997 by Bryant Riley as a research firm. Over time, it evolved into a diversified financial services company through organic growth and strategic acquisitions.
Core Business Areas
- Capital Markets: Provides investment banking, corporate finance, research, sales & trading, and wealth management services.
- Auction and Liquidation: Offers asset disposition and valuation services to companies undergoing restructuring or liquidation.
- Financial Consulting: Provides restructuring and financial advisory services to companies and creditors.
- Principal Investing: Makes strategic investments in companies across various industries.
Leadership and Structure
Bryant R. Riley is the Chairman and Co-Chief Executive Officer. The company has a board of directors and a structured management team overseeing its various business segments.
Top Products and Market Share
Key Offerings
- Investment Banking: B. Riley's investment banking division assists companies with capital raising, mergers and acquisitions, and other financial advisory services. Market share data varies based on specific deal sizes and sectors; information not publicly available. Competitors: Stifel Financial, Oppenheimer & Co., Roth Capital Partners.
- Auction and Liquidation Services: B. Riley provides asset valuation and liquidation services for distressed companies. Market share data is not readily available but considered a notable player in the space. Competitors: Hilco Global, Gordon Brothers.
- Restructuring and Turnaround Management: Provides financial restructing and turn-around for companies. Market share data is not readily available. Competitors: AlixPartners, Alvarez & Marsal.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and cyclical market conditions. Demand for investment banking services is tied to economic growth and corporate activity. Restructuring services fluctuate with economic downturns.
Positioning
B. Riley is positioned as a diversified financial services firm catering to middle-market companies. Its competitive advantages include its expertise in restructuring and its ability to offer a range of services under one roof.
Total Addressable Market (TAM)
TAM for financial advisory and investment banking is estimated to be in the billions of dollars annually. B. Riley captures a fraction of this TAM focusing on middle-market segments.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Expertise in restructuring
- Strong capital base
- Experienced management team
Weaknesses
- Sensitivity to economic cycles
- Relatively smaller market capitalization compared to larger competitors
- Dependence on key personnel
Opportunities
- Expansion into new markets
- Increased demand for restructuring services during economic downturns
- Strategic acquisitions
- Growth in wealth management business
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Market volatility
Competitors and Market Share
Key Competitors
- Stifel Financial (SF)
- Oppenheimer Holdings (OPY)
- Houlihan Lokey (HLI)
- Cowen Inc. (COWN)
Competitive Landscape
B. Riley competes with larger financial institutions, but distinguishes itself with its restructuring expertise and middle-market focus. Its smaller size can be both an advantage (nimbleness) and a disadvantage (resource constraints).
Major Acquisitions
National Holdings Corporation
- Year: 2021
- Acquisition Price (USD millions): 306
- Strategic Rationale: Expanded B. Riley's wealth management platform and retail brokerage capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dictated by acquisitions and market conditions. Further data is needed to provide analysis.
Future Projections: Future projections require a consensus of analysts' estimates.
Recent Initiatives: Recent initiatives need a detailed review of the past few years of activities.
Summary
B. Riley Financial is a diversified financial services company with expertise in restructuring and a focus on middle-market clients. Its diverse revenue streams provide resilience, but it is susceptible to economic cycles. Recent acquisitions have expanded its capabilities, and strategic growth initiatives could drive future performance. However, competition and regulatory changes pose potential challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news sources
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is 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 B. Riley Financial Inc
Exchange NASDAQ | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2007-08-02 | Co-Founder, Chairman & Co-CEO Mr. Bryant Richard Riley | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 2383 | Website https://brileyfin.com |
Full time employees 2383 | Website https://brileyfin.com | ||
B. Riley Financial, Inc., through its subsidiaries, provides financial services to corporate, institutional, and high net worth clients in North America, Australia, the Asia Pacific, and Europe. The company operates through five segments: Capital Markets, Wealth Management, Financial Consulting, Communications, and Consumer. The Capital Markets segments offers investment banking, equity research, institutional sales and trading, securities lending, fund and asset management, direct lending, and investment services; public and private equity offerings; and debt financing solutions, as well as trades in equity securities. The Wealth Management segment provides retail brokerage, investment management, insurance, and tax preparation services; and financial advice, such as investment management, retirement planning, education planning, wealth transfer and trust coordination, and lending and liquidity solutions. The Financial Consulting segment offers bankruptcy restructuring and turnaround management, forensic accounting and litigation support, and operational management services. The Communications segment offers dial-up, mobile broadband and digital subscriber line services under the NetZero and Juno brands; cloud communication services; VoIP cloud-based technology and communication devices and subscription services; and mobile phone voice, text, and data services and devices. The Consumer segment sells laptop and tablet cases, backpacks, universal docking stations, and computer accessories. The company was formerly known as Great American Group, Inc. and changed its name to B. Riley Financial, Inc. in November 2014. B. Riley Financial, Inc. was founded in 1973 and is headquartered in Los Angeles, California.
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