Binah Capital Group Inc (BCG)
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
$1.10-5.17%
Close 2026-11-05 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
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 | -44.2% |
| 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 2026-11-05.
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 —
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: Cash from operations is a stated management priority. Cash stayed near $10.5 million in Q1 and Q2, while long-term debt was $17.3 million in Q2.
Supportive ifQuarterly cash from operations is above $1.1 million. The Q2 update cited this level.
Worry ifQuarterly cash from operations falls below the Q1 level of $0.5 million.
Why it matters: Financial sector growth has eased, and the sector outlook flags revenue growth below its median. A sharp slowdown could add pressure to BCG's growth plan.
Worry ifBCG reports Q3 revenue growth below 10% year over year.
Less concerning ifBCG reports Q3 revenue growth of 10% or more year over year.
Why it matters: Management's annual goal calls for 10.7% revenue growth. Q2 revenue rose 12.1% year over year, but Q1 revenue was nearly flat.
Supportive ifThe 2026 results show revenue of at least $187.1 million.
Worry ifThe 2026 results show revenue below $187.1 million.
Why it matters: The report can show whether Q2's small profit and asset growth continued. Check reported revenue, net income, and assets against Q2 levels.
Watch forThe report shows positive GAAP net income. Advisory and brokerage assets are above $31.6 billion.
Also watch forThe report shows a GAAP net loss or advisory and brokerage assets below $31.6 billion.
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 | ±$158 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $809 loss on $10,000 · 8.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,814 loss on $10,000 · 68.1% | 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: Q2 net income was $0.3 million, after $1.9 million in Q1. Another loss would break the recent return to profit.
Worry ifQ3 GAAP net income is below zero, following Q2 net income of $0.3 million.
Less concerning ifQ3 GAAP net income is above zero.