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ETF Series Solutions (SAWG)



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Upturn Advisory Summary
06/30/2025: SAWG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $0
1 Year Target Price $0
0 | Strong Buy |
0 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.77% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 29.93 | 1Y Target Price - |
Price to earnings Ratio 29.93 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.82 - 20.71 | Updated Date 06/16/2025 |
52 Weeks Range 16.82 - 20.71 | Updated Date 06/16/2025 | ||
Dividends yield (FY) 0.16% | 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 29.93 | 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
ETF Series Solutions
Company Overview
History and Background
ETF Series Solutions is a white-label ETF provider, founded to assist firms in launching and managing their own ETFs. They focus on operational and compliance support.
Core Business Areas
- ETF Launch Platform: Provides the infrastructure and expertise for companies to create and launch their own ETFs without needing to build the operational framework themselves.
- Compliance and Regulatory Support: Offers continuous monitoring and compliance services to ensure ETFs adhere to all relevant regulations.
- Fund Administration: Provides fund accounting, tax services, and reporting.
Leadership and Structure
ETF Series Solutions operates as a service provider. Leadership details are not publicly available in the same manner as a publicly traded company. They are generally led by a management team overseeing different operational areas.
Top Products and Market Share
Key Offerings
- White-Label ETF Platform: A comprehensive platform enabling firms to quickly launch ETFs. Market share is difficult to define as it is spread across many funds, but assets under administration (AUA) is a key metric. Competitors include Exchange Traded Concepts, and SEI.
Market Dynamics
Industry Overview
The ETF industry continues to grow, with increasing demand for specialized and thematic ETFs. Regulatory scrutiny is also increasing.
Positioning
ETF Series Solutions is positioned as a key infrastructure provider enabling the proliferation of niche and thematic ETFs. Their advantage lies in providing a cost-effective, turnkey solution.
Total Addressable Market (TAM)
The TAM is the total AUM in ETFs times the % fee earned from ETF infrastructure providers. TAM would be in the billions of USD.
Upturn SWOT Analysis
Strengths
- Comprehensive service offering
- Scalable platform
- Regulatory expertise
- Cost-effective solutions
Weaknesses
- Reliance on third-party clients
- Limited brand recognition with end investors
- Exposure to regulatory changes
Opportunities
- Growth in specialized ETFs
- Partnerships with asset managers
- Expansion into new markets
- Adoption of new technologies
Threats
- Increased competition from larger players
- Regulatory changes
- Economic downturn
- Consolidation in the ETF industry
Competitors and Market Share
Key Competitors
- Exchange Traded Concepts
- SEI Investments Company (SEIC)
Competitive Landscape
ETF Series Solutions competes on price, service quality, and the breadth of its offering. Their advantage lies in their focus on smaller, specialized ETFs.
Growth Trajectory and Initiatives
Historical Growth: Growth tied to the increase in the number of ETFs and total AUM in the ETF market.
Future Projections: Expected to grow with the overall ETF market, with potential for faster growth through partnerships and new product offerings.
Recent Initiatives: Focus on technology upgrades, expanding service offerings, and attracting new clients.
Summary
ETF Series Solutions is a vital enabler in the ETF ecosystem, providing infrastructure for firms seeking to launch their own ETFs. Their strengths lie in their comprehensive service and scalability. They need to be wary of regulatory changes and increased competition. Their success is directly linked to growth in the ETF industry and maintaining competitive pricing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Industry reports on ETF growth
- Company websites and press releases
- Market research on ETF service providers
Disclaimers:
Market share and financial data are estimates due to the private nature of ETF Series Solutions. The analysis is based on publicly available information and industry reports.
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 ETF Series Solutions
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-07-31 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity securities of large-capitalization companies. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-listed large-capitalization companies.
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