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Binah Capital Group Inc

BCG

1.780USD

0.000
Close 09/19, 16:00ETQuotes delayed by 15 min
29.55MMarket Cap
LossP/E TTM

Binah Capital Group Inc

1.780

0.000

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
87 / 117
Overall Ranking
391 / 4720
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 0 analysts
--
Current Rating
--
Target Price
--
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
Binah Capital Group, Inc. is an independent wealth management company. The Company operates, through its subsidiary, Wentworth Management Services LLC (Wentworth). Wentworth is engaged in acquiring and managing businesses in the wealth management industry. The Company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in technology-enabled regulatory environment. Wentworth focuses on building long-term, productive relationships with its advisor base. Wentworth 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 located in 535 offices in all 50 states. The Company also includes a dealer manager business, investment banking division and a wholesale distribution division. In addition, the Company owns three registered investment advisors and two general agencies.
Growing
The company is in a growing phase, with the latest annual income totaling USD 30.68M.
Turnaround to Loss
The company's performance has turned to a loss, with the latest annual loss of USD 5.29M.%!(EXTRA int=2)
Fairly Valued
The company’s latest PB is -71.55, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 14.18M shares, increasing 3.83% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 125.54K shares of this stock.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 6.65, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 8.07M, representing a year-over-year increase of 18.35%, while its net profit experienced a year-over-year increase of 11.14%.

Score

Industry at a Glance

Previous score
6.65
Change
0

Financials

7.04

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

6.18

Operational Efficiency

5.93

Growth Potential

7.00

Shareholder Returns

7.09

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.43. Its current P/E ratio is -15.87, which is -39.99% below the recent high of -9.52 and -20.54% above the recent low of -19.12.

Score

Industry at a Glance

Previous score
1.20
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 87/117
No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.27.

Score

Industry at a Glance

Previous score
0.00
Change
0

Support & Resistance

No Data
No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-19

The company’s current price momentum score is 6.84, which is lower than the Investment Banking & Investment Services industry's average of 7.80. Sideways: Currently, the stock price is trading between the resistance level at 2.10 and the support level at 1.45, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.84
Change
0

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(4)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
0.007
Neutral
RSI(14)
46.589
Neutral
STOCH(KDJ)(9,3,3)
44.760
Buy
ATR(14)
0.165
High Vlolatility
CCI(14)
52.734
Neutral
Williams %R
49.231
Neutral
TRIX(12,20)
-0.831
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
1.662
Buy
MA10
1.716
Buy
MA20
1.813
Sell
MA50
1.995
Sell
MA100
2.078
Sell
MA200
2.186
Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 6.74. The latest institutional shareholding proportion is 85.40%, representing a quarter-over-quarter increase of 4.49%. The largest institutional shareholder is The Vanguard, holding a total of 125.54K shares, representing 0.76% of shares outstanding, with 199.96% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
MHC Securities LLC
9.01M
--
PPD Group LLC
1.38M
--
Wentworth Funding, LLC
1.36M
--
Kingswood Global Sponsor LLC
1.10M
--
Gould (Craig M.)
917.08K
+196.56%
The Vanguard Group, Inc.
Star Investors
120.19K
+187.13%
Polar Asset Management Partners Inc.
97.00K
-3.00%
UBS Financial Services, Inc.
65.79K
+47.91%
Geode Capital Management, L.L.C.
30.38K
+1.30%
1
2

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 3.17, which is lower than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 0.44. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
3.17
Change
0
Beta vs S&P 500 index
0.45
VaR
--
240-Day Maximum Drawdown
+59.50%
240-Day Volatility
+190.33%
Return
Best Daily Return
60 days
+11.11%
120 days
+16.50%
5 years
--
Worst Daily Return
60 days
-14.96%
120 days
-14.96%
5 years
--
Sharpe Ratio
60 days
-0.27
120 days
-0.06
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+59.50%
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
-0.62
3 years
--
5 years
--
Skewness
240 days
+4.27
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
+190.33%
5 years
--
Standardised True Range
240 days
+16.10%
5 years
--
Downside Risk-Adjusted Return
120 days
-9.96%
240 days
-9.96%
Maximum Daily Upside Volatility
60 days
+91.91%
Maximum Daily Downside Volatility
60 days
+47.51%
Liquidity
Average Turnover Rate
60 days
+0.09%
120 days
+0.15%
5 years
--
Turnover Deviation
20 days
--
60 days
--
120 days
--

Peer Comparison

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Binah Capital Group Inc
Binah Capital Group Inc
BCG
4.23 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Acadian Asset Management Inc
Acadian Asset Management Inc
AAMI
7.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
7.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
WisdomTree Inc
WisdomTree Inc
WT
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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Evercore Inc
Evercore Inc
EVR
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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