Binah Capital Group Inc (BCG)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
$1.30-2.99%
Close 2026-09-04 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · BCG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -32.8% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of — · Company calendar date is not available
BCG — capital allocation — Material Modification to Rights of Security Holders
Dated 2026-02-27
Material Modification to Rights of Security Holders As previously disclosed, on September 4, 2024, the Company entered into a subscription agreement (the “ Series B Subscription Agreement ”) with certain investors (the “ Series B Investors ”) for the purchase of 150,000 shares of Binah Capital Group, Inc. (the “ Company ”) in a private placement at $10.00 per share, for an aggregate purchase price of $1,500,000. The terms of the Series B Junior Convertible Preferred Stock of the Company (the…
Why it matters: A decline in AuM could signal issues in attracting or retaining clients.
Worry ifAuM decreases from $31.6 billion in Q2.
Less concerning ifAuM increases or remains stable above $31.6 billion in Q3.
Why it matters: A drop in sector revenue growth signals potential headwinds for Binah's growth strategy.
Worry ifSector revenue growth reported below its median for the last three years.
Less concerning ifSector revenue growth remains above its median.
Why it matters: Slower growth in assets under management may show trouble in getting new clients.
Worry ifAuM growth is less than 12.9% year-over-year in Q3.
Less concerning ifAuM growth is 12.9% or higher year-over-year in Q3.
Why it matters: Revenue growth below 10.7% would signal Binah is not on track to meet its annual target.
Worry ifQ3 total revenue growth below 10.7% year over year.
Less concerning ifQ3 total revenue growth at or above 10.7% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$187 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $889 loss on $10,000 · 8.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,820 loss on $10,000 · 58.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Better operating income shows Binah is working well to make more money.
Supportive ifOperating income goes up compared to Q2 2026.
Worry ifOperating income goes down or stays the same compared to Q2 2026.
Why it matters: More cash from operations means Binah is getting better at managing money.
Supportive ifCash from operations rises above $1.1 million in Q3.
Worry ifCash from operations falls or stays below $1.1 million in Q3.
Why it matters: Slower growth in advisory assets may show it is hard to get new clients.
Worry ifTotal advisory assets grow less than 12.9% year over year in Q3.
Less concerning ifTotal advisory assets grow at or above 12.9% year over year in Q3.