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Upturn AI Summary - About
RMR Group Inc(RMR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RMR
10/01/2026: RMR (1-star) is currently NOT-A-BUY. Pass it for now.
The RMR Group Inc. is an alternative asset manager primarily focused on providing property management and administrative services to a network of publicly traded REITs. Its main strength lies in a stable, fee-based business model that generates predictable revenue streams from long-term management agreements. The primary growth opportunity involves diversifying its managed asset portfolio beyond the office and healthcare sectors, which have faced significant market headwinds. Risks include a heavy concentration in challenged commercial real estate segments and potential conflicts inherent in its management structure. The stock may best suit dividend-oriented value investors seeking steady income, provided they monitor the ongoing health and occupancy rates of the underlying managed properties.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers stable, non-cyclical fee income but lacks the aggressive growth profile typically sought by growth investors. |
| Momentum investor | Weak fit | The stock tends to trade based on long-term fundamentals rather than short-term price momentum or high-growth catalysts. |
| Value investor | Strong fit | RMR often trades at valuations that may appeal to value investors looking for steady cash flow and dividend returns. |
| Dividend investor | Strong fit | The company provides a consistent dividend yield, making it suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business model is stable, it remains exposed to the inherent volatility of the commercial real estate sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is susceptible to fluctuations in the broader commercial real estate market. |
| Valuation risk | Medium | Market mispricing of the firm's management fees relative to its managed REIT assets can impact stock price. |
| Competition risk (Alternative Asset Managers) | High | Larger, better-capitalized asset managers can outcompete RMR for new management mandates. |
| Business quality | Medium | High dependence on a small number of managed REITs limits business diversification. |
| Dividend income | Low | The dividend is generally considered stable, though not immune to company-wide performance shifts. |
| Execution risk | Medium | The ability to manage and grow assets under management in a high-interest-rate environment remains a primary operational challenge. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 6.89% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/01/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 308.81M USD | Price to earnings Ratio 15.72 | 1Y Target Price 20.75 |
Price to earnings Ratio 15.72 | 1Y Target Price 20.75 | ||
Volume (30-day avg) 93.7K shares | Beta 1.07 | 52 Weeks Range 12.83 - 20.98 | Updated Date 10/01/2026 |
52 Weeks Range 12.83 - 20.98 | Updated Date 10/01/2026 | ||
Dividends yield (FY) 9.83% | Basic EPS (TTM) 1.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Asset Management Fees | Base management fees and incentive fees derived from managing public REITs. | The company earns the majority of its income through long-term service contracts that provide recurring revenue. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 15.72 | Forward PE 14.66 | Enterprise Value 445.78M | Price to Sales(TTM) 1.38 |
Enterprise Value 445.78M | Price to Sales(TTM) 1.38 | ||
Enterprise Value to Revenue 0.7 | Enterprise Value to EBITDA 5.54 | Shares Outstanding 16.08M | Shares Floating 13.35M |
Shares Outstanding 16.08M | Shares Floating 13.35M | ||
Percent Insiders 4.65 | Percent Institutions 82.07 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About RMR Group Inc
Exchange NASDAQ | Headquarters Newton, MA, United States | ||
IPO Launch date 2015-12-15 | CEO, President, MD & Chairman Mr. Adam David Portnoy | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 900 | Website https://www.rmrgroup.com |
Full time employees 900 | Website https://www.rmrgroup.com | ||
The RMR Group Inc., through its subsidiary, The RMR Group LLC, provides real estate asset management services in the United States. The company offers management services to its four publicly traded real estate investment trusts, two real estate operating companies, and private capital vehicles. It also provides advisory services to publicly traded mortgage real estate investment trust. In addition, the company provides management services to a wide range of real estate assets and businesses that include healthcare facilities, senior living and other apartments, hotels, office buildings, industrial buildings, leased lands, net-lease service-focused retail, multifamily residential communities, and various specialized properties. The company was formerly known as REIT Management & Research Inc. and changed its name to The RMR Group Inc. in October 2015. The RMR Group Inc. was founded in 1986 and was incorporated on May 28th, 2015 in Maryland, USA and is headquartered in Newton, Massachusetts.
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