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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
10/30/2026: RMR (1-star) is currently NOT-A-BUY. Pass it for now.
The RMR Group is an alternative asset manager that primarily earns fees by providing management services to various real estate investment trusts. Its business model offers consistent, fee-based revenue streams, although it faces notable risks due to significant client concentration and exposure to the challenging office real estate sector. While the company provides a steady dividend yield, growth remains constrained by the performance of its managed REITs. Investors should monitor developments in commercial property occupancy and the company's efforts to diversify its client base. This stock may be best suited for dividend-focused investors comfortable with sector-specific risks and the current volatility in the commercial real estate landscape.
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 | Weak fit | The company's growth is constrained by the performance of its specific client base and the broader office REIT market. |
| Momentum investor | Weak fit | The stock lacks strong positive technical momentum in the current environment. |
| Value investor | Mixed fit | The stock may appear undervalued on certain metrics, but the underlying business challenges require careful scrutiny. |
| Dividend investor | Strong fit | The company has maintained a consistent history of dividend payments, providing reliable income for shareholders. |
| Low-risk investor | Mixed fit | While the business model is service-based and relatively lean, the sector-specific risks to its REIT clients increase the overall risk profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is susceptible to fluctuations based on the performance of its managed REITs. |
| Valuation risk | Medium | Current valuations reflect the cautious outlook for the commercial office sector. |
| Competition risk (REIT Managers) | High | The company competes with much larger firms that have broader service offerings. |
| Business quality | Medium | The business relies heavily on management agreements with a concentrated client group. |
| Dividend income | Medium / high | The sustainability of dividends depends on the stability of fee revenues from managed REITs. |
| Execution risk | Medium | The company must effectively navigate the challenging office real estate market to maintain its AUM. |
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 7.19% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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 284.56M USD | Price to earnings Ratio 14.49 | 1Y Target Price 22.5 |
Price to earnings Ratio 14.49 | 1Y Target Price 22.5 | ||
Volume (30-day avg) 126.4K shares | Beta 0.97 | 52 Weeks Range 13.30 - 20.47 | Updated Date 10/31/2026 |
52 Weeks Range 13.30 - 20.47 | Updated Date 10/31/2026 | ||
Dividends yield (FY) 10.53% | Basic EPS (TTM) 1.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Services | Base management fees and incentive fees derived from managing publicly traded REITs. | The company earns money by serving as the manager for various real estate investment trusts. |
| Property Services | Revenue from property management, leasing, and construction supervision services. | They generate fees by managing the day-to-day operations and improvements of commercial real estate buildings. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 14.49 | Forward PE 14.66 | Enterprise Value 410.43M | Price to Sales(TTM) 1.28 |
Enterprise Value 410.43M | Price to Sales(TTM) 1.28 | ||
Enterprise Value to Revenue 0.64 | Enterprise Value to EBITDA 5.1 | Shares Outstanding 16.08M | Shares Floating 13.37M |
Shares Outstanding 16.08M | Shares Floating 13.37M | ||
Percent Insiders 4.65 | Percent Institutions 82.16 |
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.
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