Binah Capital Group (BCG) AI Stock Analysis

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Binah Capital Group

(NASDAQ:BCG)

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Rating:67Neutral

Price Target:$1.50▲(20.97% Upside)

Action:reiterated

Date:11/14/26

The score is driven primarily by improving financial performance (profitability and cash flow recovery, with reduced balance-sheet risk in TTM), tempered by thin margins and historical volatility. Valuation is a positive contributor due to the low P/E, while technicals are mixed—near-term momentum is constructive but longer-term trend indicators remain unfavorable.

Positive Factors

Earnings RecoveryThe move from losses to profitability, alongside faster TTM revenue growth, indicates meaningful operating improvement. If sustained, stronger earnings can support reinvestment, improve financial resilience, and provide a more durable base for growth over the next several quarters.

Negative Factors

Thin Net MarginsLow-single-digit net margins leave limited room for execution errors, revenue pressure, or cost increases. Even with recent improvement, thin profitability can constrain reinvestment and make earnings less resilient if growth slows or operating expenses rise.

Binah Capital Group (BCG) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $21.15M
Dividend Yield: ―
Average Volume (3M): 21.53K
Price to Earnings (P/E): 5.5
Beta (1Y): 0.60
Revenue Growth: 8.30%
EPS Growth: 426.61%
Country: US
Employees: 150
Sector: Financial
Sector Strength: 68
Industry: Asset Management

Binah Capital Group Business Overview & Revenue Model

Company Description

Binah Capital Group, Inc. (BCG), along with its associated companies, is active in the wealth management sector. The firm furnishes financial advisors with comprehensive execution capabilities for a broad spectrum of investments, including equities,...

Binah Capital Group Financial Statement Overview

Summary

Financials show a meaningful recovery: profitability improved from a loss in 2024 to profits in 2025 and TTM, and operating/free cash flow strengthened with better earnings alignment (supporting earnings quality). Offsetting this, net margins remain thin and results have been volatile across years. The balance sheet appears improved with zero debt in TTM, but the abrupt shift from historically high leverage creates sustainability/consistency risk.

Income Statement

64Positive

Balance Sheet

58Neutral

Cash Flow

71Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	194.36M	182.04M	164.39M	159.86M	172.40M	167.28M
Gross Profit	34.66M	13.88M	11.91M	10.30M	12.53M	12.29M
EBITDA	10.12M	5.43M	1.90M	6.82M	6.33M	6.52M
Net Income	5.05M	2.31M	-5.29M	571.00K	911.00K	2.79M
Balance Sheet
Total Assets	73.13M	70.22M	66.68M	67.41M	68.68M	74.09M
Cash, Cash Equivalents and Short-Term Investments	13.24M	9.72M	7.49M	7.62M	7.85M	7.32M
Total Debt	24.82M	26.21M	28.82M	42.55M	39.06M	46.65M
Total Liabilities	49.67M	67.62M	65.45M	62.31M	63.79M	67.87M
Stockholders Equity	23.46M	2.60M	1.23M	5.10M	4.90M	6.21M
Cash Flow
Free Cash Flow	7.79M	5.09M	-702.00K	2.47M	5.03M	2.10M
Operating Cash Flow	7.82M	5.15M	-617.00K	2.55M	5.36M	2.53M
Investing Cash Flow	-32.00K	-61.00K	-85.00K	-80.00K	-327.00K	-4.99M
Financing Cash Flow	-2.88M	-2.86M	1.57M	-2.70M	-4.51M	3.10M

Binah Capital Group Technical Analysis

Technical Analysis SentimentPositive

Last Price1.24

Price Trends

50DMA1.12Positive

100DMA1.29Negative

200DMA1.63Negative

Market Momentum

MACD0.01Negative

RSI63.15Neutral

STOCH51.72Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BCG, the sentiment is Positive. The current price of 1.24 is above the 20-day moving average (MA) of 1.09, above the 50-day MA of 1.12, and below the 200-day MA of 1.63, indicating a neutral trend. The MACD of 0.01 indicates Negative momentum. The RSI at 63.15 is Neutral, neither overbought nor oversold. The STOCH value of 51.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BCG.

Binah Capital Group Risk Analysis

Binah Capital Group disclosed 39 risk factors in its most recent earnings report. Binah Capital Group reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

3 New Risks

1.The market price and trading volume of our common stock and warrants may be highly volatile and could decline significantly.Q4, 2023

2.Our Amended and Restated Certificate of Incorporation provides that the Court of Chancery of the State of Delaware, or the federal district courts within the State of Delaware if the Court of Chancery does not have jurisdiction, will be the exclusive forum for substantially all disputes between us and our stockholders, which could limit our stockholders' ability to obtain a favorable judicial forum for disputes with us or our directors, officers, or employees. These exclusive-forum provisions do not apply to claims under the Securities Act or the Exchange Act.Q4, 2023

3.A significant portion of our total outstanding shares of our common stock are restricted from immediate resale but may be sold into the market in the near future. This could cause the market price of our common stock to drop significantly, even if our business is doing well.Q4, 2023

Binah Capital Group Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

BCG against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
BCG	67Neutral	$21.15M	5.48	30.04%	―	8.30%	426.61%
MGLD	65Neutral	$84.24M	-37.10	-10.56%	―	6.52%	51.77%
RAND	60Neutral	$28.51M	9.32	5.88%	17.92%	-1.81%	―
RMCO	51Neutral	$34.90M	-50.22	-4.84%	0.43%	84.93%	-88.46%

* Financial Sector Average

Performance Comparison

BCG and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
BCG	Binah Capital Group, Inc.	1.24	-0.23	-15.65%
RAND	Rand Capital	9.60	-2.61	-21.40%
MGLD	Marygold Companies, Inc.	1.97	1.06	116.48%
RMCO	Royalty Management Holding Corporation	2.30	-0.56	-19.55%

Binah Capital Group Corporate Events

Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance

Binah Capital highlights independent advisor growth platform

Positive

Aug 20, 2026

On August 19, 2026, Binah Capital Group furnished an investor presentation highlighting its role as a national platform for independent advisors and detailing current scale metrics, including advisor count and assets under management. The presentatio...

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Nov 14, 2026

Binah Capital Group AI Stock Analysis