Andersen Group Inc (ANDG)
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-09-04
$56.26-2.07%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-09-04
Intact: The reason to own it still holds.
Andersen Group aims for $980M to $1B revenue in 2026. Adjusted EBITDA is guided to $225M to $250M, showing strong profit growth. The company beat earnings recently and raised guidance. It has a solid free cash flow yield of 26%.
Revenue growth may slow as Q2 guidance is lower than Q1 actuals. Profit margins could compress if costs rise. The sector faces headwinds that may pressure demand.
The market price is well below our fair value of $135.71, which is 223% above the Street median of $42. Our view is more optimistic on growth and profitability than the Street.
Breaks if: Adjusted EBITDA falls below $225M in FY26
Deliver adjusted EBITDA in the range of approximately $225 million to $250 million with margins of approximately 23% to 25% in 2026.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a stable growth company with a focus on achieving specific revenue and EBITDA targets. The current thesis is cautious, given the recent earnings miss and the mixed signal from valuation changes.
The market appears to have priced in a premium compared to peers, indicating expectations of growth. However, the valuation is considered expensive, especially in light of recent weak performance.
Management is on track to meet its revenue and EBITDA targets for 2026, with consistent double-digit growth. However, the recent earnings miss raises some concerns about future performance.
The thesis hinges on management's ability to maintain guidance without cuts, inflation trends, and the performance of sector peers. Positive signals from leading companies in the Consumer Discretionary sector could provide support.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat supports the company's outlook. However, a secondary offering may dilute shareholder value, posing a threat to investor confidence.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA grew from $57.2 million in 2025-Q1 to $72.3 million in 2026-Q1, with margin improvement from 27.5% to 30.0%. Management reaffirmed full-year 2026 adjusted EBITDA guidance of $225 million to $250 million with margins of 23% to 25%. The trajectory shows delivering growth and margin expansion consistent with guidance.
“Adjusted EBITDA projected in the range of approximately $225 million to $250 million with Adjusted EBITDA margins in the range of approximately 23% to 25%”
“Adjusted EBITDA projected in the range of approximately $225 million to $250 million”
“Adjusted EBITDA projected at $213 million to $220 million with margins of approximately 22% to 23%”
Breaks if: Free cash flow yield falls below 20%
Breaks if: Q2 revenue falls below $190M
Breaks if: Annual revenue falls below $980M in FY26
Deliver full-year 2026 revenue in the range of approximately $980 million to $1 billion, reflecting about 18% growth.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $208.1 million in 2025-Q1 to $240.7 million in 2026-Q1 (+15.7%) and $217.7 million in 2026-Q2 (+23.7% vs prior year). Management reaffirmed full-year 2026 revenue guidance of $980 million to $1 billion, targeting about 18% growth. The trajectory is delivering consistent double-digit growth aligned with guidance.
“Reaffirm Full-Year 2026 Guidance: Revenue expected to be in the range of approximately $980 million to $1 billion”
“Updated 2026 Full-Year Guidance: Revenue expected to be in the range of approximately $980 million to $1 billion”
“2026 Guidance: Revenue expected to be approximately $955 million to $970 million, a growth rate of approximately 14% to 15%”
Over the next 1 to 3 years, ANDG's performance will depend on its execution against targets and external economic factors. Not investment advice.