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RILY logo RILY
Upturn stock ratingUpturn stock rating
RILY logo

B. Riley Financial Inc (RILY)

Upturn stock ratingUpturn stock rating
$6.92
Last Close (24-hour delay)
Profit since last BUY55.51%
upturn advisory
Strong Buy
BUY since 26 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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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!

Upturn Star Rating

rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 127.12%
Avg. Invested days 44
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

B. Riley Financial Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 2383

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.