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Upturn AI SWOT - About
B. Riley Financial Inc. 5.00% Senior Notes due 2026 (RILYG)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/10/2024: RILYG (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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 10.19% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/10/2024 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 539.12M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.95 - 20.34 | Updated Date 06/10/2024 |
52 Weeks Range 12.95 - 20.34 | Updated Date 06/10/2024 | ||
Dividends yield (FY) 16.44% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
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 - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
B. Riley Financial Inc. 5.00% Senior Notes due 2026
Company Overview
History and Background
B. Riley Financial, Inc. was founded in 1997. Initially focused on restructuring, it has expanded into diversified financial services, including investment banking, wealth management, and financial consulting. The 5.00% Senior Notes due 2026 represent a specific debt instrument issued by the company.
Core Business Areas
- Capital Markets: Provides investment banking, corporate finance, research, sales and trading services.
- Wealth Management: Offers financial advisory, investment management, and brokerage services to individuals and institutions.
- Auction and Liquidation: Delivers valuation, disposition, and appraisal services related to assets.
- Financial Consulting: Provides restructuring and turnaround management services.
- Principal Investments: Includes direct investments in various sectors.
Leadership and Structure
Bryant Riley serves as Chairman and Co-Chief Executive Officer. Phillip McPherson also serves as Co-Chief Executive Officer. The company has a board of directors and operates through its various subsidiaries.
Top Products and Market Share
Key Offerings
- Investment Banking: Offers underwriting, M&A advisory, and private placements. Market share data for specific deals varies; B. Riley competes with larger investment banks such as JPM, GS, MS, and smaller boutique firms.
- Wealth Management: Provides financial planning and investment advice. Competitors include large wealth management firms such as Schwab, Fidelity, and Raymond James.
- Auction and Liquidation: Assists companies in valuing and selling assets. Key competitors include liquidation specialists such as Gordon Brothers and Hilco Global.
- Restructuring Services: Provides advisory to distressed companies. Competitors include AlixPartners, FTI Consulting, and Alvarez & Marsal.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles, regulatory changes, and market volatility. Demand for investment banking services is driven by M&A activity and capital raising needs.
Positioning
B. Riley is positioned as a diversified financial services firm that caters to middle-market companies and high-net-worth individuals. Its competitive advantages include its restructuring expertise and ability to cross-sell services.
Total Addressable Market (TAM)
The TAM for B. Riley's various business segments is substantial, encompassing investment banking, wealth management, auction and liquidation, and financial consulting. B. Riley targets specific segments within these larger markets. Specific TAM valuation data is not possible to provide.
Upturn SWOT Analysis
Strengths
- Diversified Revenue Streams
- Restructuring Expertise
- Strong Middle-Market Focus
- Experienced Management Team
Weaknesses
- Smaller Scale Compared to Major Competitors
- Sensitivity to Economic Cycles
- Reliance on Capital Markets Activity
- Potential Conflicts of Interest
Opportunities
- Expansion into New Geographies
- Increased Demand for Restructuring Services
- Growth in Wealth Management
- Acquisition Opportunities
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Market Volatility
Competitors and Market Share
Key Competitors
- JPM
- GS
- MS
- LAZ
Competitive Landscape
B. Riley competes with larger financial institutions and boutique firms. Its advantages include its focus on middle-market companies and its restructuring expertise. It is smaller in scale than its major competitors.
Major Acquisitions
National Holdings Corporation
- Year: 2021
- Acquisition Price (USD millions): 314.3
- Strategic Rationale: Expanded B. Riley's wealth management capabilities.
Growth Trajectory and Initiatives
Historical Growth: B. Riley's growth has been driven by acquisitions and organic expansion of its business lines.
Future Projections: Analyst estimates vary, but growth is expected to continue through further acquisitions and expansion of existing services.
Recent Initiatives: Recent initiatives include strategic acquisitions, expansion of wealth management services, and investments in technology.
Summary
B. Riley Financial demonstrates a diversified business model with a focus on middle-market companies, offering investment banking, wealth management, and restructuring services. Its restructuring expertise provides a competitive edge, although its smaller scale and dependence on economic cycles pose challenges. Strategic acquisitions and organic growth initiatives are driving its expansion, but competition and market volatility remain key factors to watch out for.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share percentages are approximate and may vary. Financial metrics are based on publicly available information, not real time and are 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. 5.00% Senior Notes due 2026
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2017-12-14 | CEO - | ||
Sector Other | Industry Other | Full time employees 833 | Website |
Full time employees 833 | Website | ||
B. Riley Financial, Inc. provides financial services and solutions in North America, Australia, and Europe. The company operates in four segments: Capital Markets, Auction and Liquidation, Valuation and Appraisal, and Principal Investments - United Online. It offers investment banking services, including merger and acquisitions, restructuring advisory, initial and secondary public offerings, and institutional private placements; and corporate finance, research, securities lending, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The company also provides retail store liquidation, and wholesale and industrial assets disposition services; valuation and appraisal services to financial institutions, lenders, private equity firms, and other providers of capital; and consumer subscription services consisting of Internet access services under the NetZero and Juno brands, as well as email, Internet security, Web hosting, and other services. In addition, it offers advisory services to private funds, and institutional and high net worth investors; multi-family office practice and wealth management services to ultra-high net worth individuals and families; and senior secured and second lien secured loans to middle market public and the private U.S. companies. 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 Woodland Hills, California.
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