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B. Riley Financial Inc (RILY)



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Upturn Advisory Summary
08/14/2025: RILY (3-star) is a STRONG-BUY. BUY since 26 days. Profits (55.51%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit 127.12% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
B. Riley Financial Inc

Company Overview
History and Background
B. Riley Financial, Inc. was founded in 1973 as a brokerage firm. Over the years, it has expanded through acquisitions and organic growth to become a diversified financial services company.
Core Business Areas
- Capital Markets: Provides investment banking, corporate finance, research, sales and trading services.
- Wealth Management: Offers financial planning, investment advisory, and brokerage services to individuals and families.
- Auction and Liquidation: Provides disposition and valuation services for assets.
- Financial Consulting: Offers restructuring, valuation, forensic accounting, and litigation support services.
- Principal Investments: Invests in and manages a diverse portfolio of businesses.
Leadership and Structure
Bryant R. Riley serves as Chairman and Co-Chief Executive Officer. The company is structured with various operating subsidiaries, each managed by its own leadership team.
Top Products and Market Share
Key Offerings
- Investment Banking: Provides services such as underwriting, mergers and acquisitions advisory, and private placements. B. Riley competes with larger investment banks and boutiques. Revenue varies year over year depending on deal flow. Competitors include: Jefferies, Piper Sandler, Stifel, and Oppenheimer & Co.
- Restructuring and Bankruptcy Advisory: Provides advice and services to companies undergoing financial distress or bankruptcy. Market share is fragmented. Revenue varies based on the economic cycle. Competitors include: Houlihan Lokey, PJT Partners, and AlixPartners.
- Auction and Liquidation Services: Provides asset disposition services across various industries. Revenue depends on asset sales volume. Competitors include: Gordon Brothers, Liquidity Services, and Hilco Global.
Market Dynamics
Industry Overview
The financial services industry is dynamic and subject to economic cycles, regulatory changes, and technological advancements. Capital markets are sensitive to interest rates and investor sentiment. Restructuring is driven by economic downturns and corporate distress. Auction and Liquidation ebbs and flows with the economy.
Positioning
B. Riley Financial Inc. is positioned as a diversified financial services firm, serving middle-market clients and investors. Its diversified model allows it to weather cyclical downturns. Its competitive advantage lies in its varied business lines and the ability to cross-sell services.
Total Addressable Market (TAM)
The TAM for B. Riley's combined service offerings is estimated to be in the billions of dollars, depending on economic conditions. Their position is strong in the middle market sector.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong presence in middle-market
- Experienced management team
- Established brand reputation
- Significant Capital Base
Weaknesses
- Exposure to economic cycles
- Reliance on acquisitions for growth
- Potential conflicts of interest between business segments
- Complexity of the business model
- Integration risks from acquired companies
Opportunities
- Increased demand for restructuring services during economic downturns
- Expansion of wealth management business
- Growth through strategic acquisitions
- Leveraging technology to improve efficiency
- Increased regulatory compliance
Threats
- Economic recession
- Increased competition
- Regulatory changes
- Cybersecurity risks
- Interest rate volatility
Competitors and Market Share
Key Competitors
- Jefferies Group LLC (JEF)
- Houlihan Lokey, Inc. (HLI)
- Piper Sandler Companies (PIPR)
Competitive Landscape
B. Riley Financial Inc. competes on its ability to provide a comprehensive suite of financial services to middle-market clients. Its diversified model offers an advantage compared to competitors focused on specific niches. Competition is fierce across all segments.
Major Acquisitions
National Holdings Corporation
- Year: 2021
- Acquisition Price (USD millions): 312
- Strategic Rationale: Expanded wealth management platform, increasing AUM and financial advisor base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is driven by both organic expansion and acquisitions. Performance fluctuates with market cycles.
Future Projections: Future growth is projected to be driven by strategic acquisitions and expansion of existing service lines. Analyst estimates vary.
Recent Initiatives: Recent initiatives include acquisitions in the financial services sector and investments in technology.
Summary
B. Riley Financial Inc. is a diversified financial services firm with both strengths and weaknesses. Its diversified revenue streams and established brand are advantages, but its exposure to economic cycles is a risk. Continued strategic acquisitions and efficient integration are essential for future growth. Monitoring competitive pressures and navigating regulatory changes are also crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, investor presentations, press releases, and analyst reports.
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share estimates are approximate. Actual performance may vary significantly from projections.
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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