Binah Capital Group Inc's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 90 out of 116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.In the medium term, the stock price is expected to trend down.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Binah Capital Group Inc's Score
Industry at a Glance
Industry Ranking
90 / 116
Overall Ranking
381 / 4482
Industry
Investment Banking & Investment Services
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Negative
Binah Capital Group Inc Highlights
StrengthsRisks
Binah Capital Group, Inc. is a financial services enterprise. The Company operates through its subsidiary, Wentworth Management Services LLC. The Company is a consolidator of retail wealth management businesses that owns and operates 10 entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities. Its portfolio companies help advisors run, manage, and execute commission-based business while providing resources to support their advisory practice. The Company, through four wholly owned broker-dealer subsidiaries and their affiliated entities, provides investment management services to clients via three advisor business models. The Company focuses on three critical areas, comprising the hybrid, independent and W2 business models. Through Wentworth Management Services LLC, it operates multiple businesses, including PKS Holdings, LLC, Cabot Lodge Securities LLC, Michigan Securities, Inc., and others.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 19.01% year-on-year.
Growing
The company is in a growing phase, with the latest annual income totaling USD 34.90M.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 34.90M.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD .
Undervalued
The company’s latest PB is 1.51, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 301.32K shares, decreasing 24.34% quarter-over-quarter.
Binah Capital Group, Inc. is a financial services enterprise. The Company operates through its subsidiary, Wentworth Management Services LLC. The Company is a consolidator of retail wealth management businesses that owns and operates 10 entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities. Its portfolio companies help advisors run, manage, and execute commission-based business while providing resources to support their advisory practice. The Company, through four wholly owned broker-dealer subsidiaries and their affiliated entities, provides investment management services to clients via three advisor business models. The Company focuses on three critical areas, comprising the hybrid, independent and W2 business models. Through Wentworth Management Services LLC, it operates multiple businesses, including PKS Holdings, LLC, Cabot Lodge Securities LLC, Michigan Securities, Inc., and others.