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Upturn AI SWOT - About
B. Riley Financial Inc. 5.25% Senior Notes due 2028 (RILYZ)
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Upturn Advisory Summary
06/10/2024: RILYZ (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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -19.58% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/10/2024 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 536.78M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.78 - 18.30 | Updated Date 06/10/2024 |
52 Weeks Range 9.78 - 18.30 | Updated Date 06/10/2024 | ||
Dividends yield (FY) 18.94% | 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 - |
Upturn AI SWOT
B. Riley Financial Inc. 5.25% Senior Notes due 2028
Company Overview
History and Background
B. Riley Financial, Inc. was founded in 1973. It started as a small brokerage firm and has evolved into a diversified financial services company through organic growth and acquisitions.
Core Business Areas
- Capital Markets: Investment banking, corporate finance, research, sales and trading services.
- Wealth Management: Provides financial advisory services, investment management, and retirement planning to individuals and families.
- Auction and Liquidation: Appraisal, auction, and liquidation services to manage and sell assets.
- Financial Consulting: Offers restructuring, valuation, and forensic accounting services.
Leadership and Structure
Bryant R. Riley is the Chairman and Co-Chief Executive Officer. The organizational structure includes distinct divisions for each core business area, with centralized corporate functions.
Top Products and Market Share
Key Offerings
- Investment Banking: Underwriting, M&A advisory, and private placements. Market share varies depending on deal size and sector. Competitors include bulge bracket banks and other boutique investment banks.
- Wealth Management Services: Personalized financial planning and investment management. Competitors include national brokerage firms, independent advisors, and robo-advisors.
- Auction and Liquidation Services: Asset disposition for various industries. Competitors include other auction houses and liquidation specialists.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and influenced by economic conditions, regulatory changes, and market volatility.
Positioning
B. Riley is positioned as a diversified financial services provider targeting small and medium-sized businesses and high-net-worth individuals. Its competitive advantage lies in its ability to offer a wide range of services.
Total Addressable Market (TAM)
TAM is substantial across its different business segments. Investment banking, wealth management, and asset disposition each represent large markets. B. Riley is positioned to capture a portion of each TAM through its diverse service offerings.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong track record in restructuring and liquidation
- Experienced management team
- Established relationships with small and medium-sized businesses
Weaknesses
- Sensitivity to economic cycles
- Dependence on acquisitions for growth
- Smaller scale compared to larger financial institutions
- Higher cost of capital (related to debt)
Opportunities
- Expanding wealth management business
- Growing demand for restructuring services
- Increased M&A activity in target sectors
- Leveraging technology to improve efficiency
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Interest rate hikes (impact on debt)
Competitors and Market Share
Key Competitors
- LPLA
- GS
- MS
- JPM
Competitive Landscape
B. Riley differentiates itself through its diverse service offerings and focus on small and medium-sized businesses. It faces competition from larger financial institutions and specialized firms.
Major Acquisitions
National Holdings Corporation
- Year: 2021
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded wealth management capabilities.
Growth Trajectory and Initiatives
Historical Growth: Driven by a combination of organic growth and acquisitions. Performance has varied depending on market conditions.
Future Projections: Analyst estimates vary. Expect growth in wealth management and restructuring services.
Recent Initiatives: Focus on expanding wealth management and technology investments.
Summary
B. Riley Financial is a diversified financial services company with a strong presence in capital markets and restructuring. Its diversified revenue streams mitigate risk, but its smaller scale compared to larger players presents challenges. The company's growth strategy relies heavily on acquisitions, requiring careful integration and execution. Economic cycles and interest rate fluctuations pose risks to its financial performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, press releases, analyst reports
Disclaimers:
Data is based on available information and may be subject to change. This is not investment advice.
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. 5.25% Senior Notes due 2028
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2017-06-01 | 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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