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RILYZ
Upturn stock ratingUpturn stock rating

B. Riley Financial Inc. 5.25% Senior Notes due 2028 (RILYZ)

Upturn stock ratingUpturn stock rating
$17.15
Last Close (24-hour delay)
Profit since last BUY20.18%
upturn advisory
Consider higher Upturn Star rating
BUY since 49 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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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

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

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

1 Year Target Price $

1 Year Target Price $

Analysts Price Target For last 52 week
$Target price
Low$
Current$17.15
high$

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 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 -

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

B. Riley Financial Inc. 5.25% Senior Notes due 2028

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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. 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.