Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Binah Capital Group, Inc.

BCGNASDAQ
Wall Street Score · overall investment29/100
$1.08USD+$0.03 (+2.77%)
Company website www.binahcap.com
Headquarters80 State Street, Albany, NY, 12207, US
Financial statement currencyUSD · no FX conversion applied
Financial Services · Asset Management
Price updated todayFinancials updated Oct 1, 2026

BCG · Price history

Price at last available close

$1.08

−$0.04 (-3.57%) 1M

2026-10-29

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Company & revenue

About Binah Capital Group, Inc.

Primary reporting period: 2025-12-31 · Research updated Oct 13, 2026. A research update is not a new financial filing.

Who they are

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, fixed-income securities, exchange-traded funds (ETFs), and options. Furthermore, it supplies essential support services to these advisors, encompassing research, regulatory compliance, supervisory guidance, and accounting.

How they make money

Binah Capital Group operates as a holding company for a network of financial services firms, primarily generating revenue through commissions, advisory fees, and insurance-related services provided to retail wealth management clients. The company supports independent financial advisors by providing a platform that includes broker-dealer and investment advisory services, earning fees based on assets under management and transaction-based commissions.

Products & services

The company provides retail wealth management services, including broker-dealer services, investment advisory services, and insurance products through its subsidiaries such as Purshe Kaplan Sterling Investments, Cabot Lodge Securities, and World Equity Group.

Brands & revenue mix

Purshe Kaplan Sterling Investments

Broker-dealer and investment advisory subsidiary.

Separate brand revenue is not available in this research.Source

Cabot Lodge Securities

Broker-dealer and investment advisory subsidiary.

Separate brand revenue is not available in this research.Source

World Equity Group

Broker-dealer and investment advisory subsidiary.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

  • Retail wealth management clientsSource
  • Independent financial advisorsSource

Customer concentration

No quantified customer-concentration disclosure is available in the current saved research.

Suppliers, materials & equipment

  • Financial Industry Regulatory Authority (FINRA) — Regulatory and compliance services provider for broker-dealer subsidiaries.Source

Strengths

  • Diversified wealth management platform supporting over 1,600 financial professionalsSource
  • Access to public capital markets to drive strategic growthSource

Risks

  • Regulatory and compliance risks associated with broker-dealer and investment advisory operationsSource
  • Dependence on the retention and productivity of independent financial advisorsSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

29

Poor

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

57

Fair

Financial Strength

68

Business Quality / Moat

39

Management

90

Growth Quality

37

Risk / Durability

39

Cheap for a Reason · Review the Risks

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

73

Fair

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

63/100

Building Historical Record

Model Score 63/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as relatively attractive.

The model outlook is currently moderate.

What we like
  • •Balance-sheet / debt profile scores strongly
  • •Valuation scores attractively
  • •Insider activity signal is favorable
What to watch
  • •MAJOR RED FLAG: Reverse split proposed / authorized
  • •Revenue fundamentals are weak

Company-specific research

Questions worth answering for BCG

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can BCG maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is BCG's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Is BCG's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •Is BCG's valuation discount tied to a temporary concern or to a longer-term business risk?
  • •What does the current corporate distress warning mean for the reliability or interpretation of BCG's score?
MAJOR RED FLAG: Reverse split proposed / authorized
Business analysis: 17 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

29

0–100 · Poor

Opportunity Score

73

0–100 · Strong

Market Cap

$18.4M

P/E Ratio

6.4

EPS

$0.18

52-Week High

$3.44

52-Week Low

$1.10

Beta

0.26

Intrinsic Value

$2.14

Shares Outstanding

17.0M

Total Revenue

$188.6M

Total Debt

$25.5M

Dividend

No current dividend

View dividend history

Liquidation Value / Share

$1.22

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
38/ 100
-6 pts / 5d

Weakening momentum

5D -0.9% · 20D -3.6% · RSI 56 · Price vs 20D avg +3.0%
Volatility
49/ 100
+3 pts / 5d

Normal movement

20D realized vol 57.5% · 60D 57.8% · Acceleration 1.00x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for BCG

Detected from reported data — verify before acting.

MAJOR RED FLAG: Reverse split proposed / authorized

A recent SEC filing discusses authorization, approval, or a proposal for a reverse stock split. This is treated as a major distress/listing-risk signal and caps Wall Street Score below 30 while pending.

Supporting filing

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on BCG.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Diversified wealth management platform supporting over 1,600 financial professionals.
  • +Access to public capital markets to drive strategic growth.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Asset Management industry.
  • −Regulatory and compliance risks associated with broker-dealer and investment advisory operations.
  • −Dependence on the retention and productivity of independent financial advisors.
  • −A recent SEC filing discusses authorization, approval, or a proposal for a reverse stock split. This is treated as a major distress/listing-risk signal and caps Wall Street Score below 30 while pending.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak29/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Poor

29

Tap for breakdown →

Strong

72

Debt Cost8.1%
Debt Reduction YoY9.1%
Debt / Equity10.09x

Tap for breakdown →

Weak

45

Revenue YoY3.6%
Revenue CAGR6.7%
Net Margin2.2%

Tap for breakdown →

Fair

61

Asset Growth YoY5.3%
Liquidation/Share$1.22
Net Assets/MCap2.43x

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Fair

67

Earnings Yield22.1%
Buyback Yield0.0%
Debt Cost8.1%

Tap for breakdown →

Elite

90

ROIC17.0%
ROE20.0%
ROA5.9%

Tap for breakdown →

Poor

39

EPS Growth-4.0%
FCF/Share Growth11.9%
Rev/Share Growth5.9%

Tap for breakdown →

Elite

100

Intrinsic Value$2.14
Value Reference$1.29
MOS51.0%

Tap for breakdown →

Fair

65

Revenue45
Moat39
Valuation100

Tap for breakdown →

Elite

100

MOS %51.0%
Value Reference$1.29
Deep Discount Reference$0.86

Tap for breakdown →

Weak

46

Interest Coverage3.2x
ROIC17.0%
FCF Yield27.0%

Tap for breakdown →

Poor

29

Financial46
Valuation100
Debt72

Tap for breakdown →

Poor

36

Survival Years1.7 yrs
Current Ratio0.90x
FCF Margin2.8%

Tap for breakdown →

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Score Changes

5 historical score records available

Previous Score

60

Sep 9, 2026

Change

-31.2

points

Current Score

29

Oct 1, 2026

Category Changes

Revenue0
Debt0
Assets0
Capital0
Management0
Moat0
Valuation0
Buffett0

BCG decreased 31.2 points because some fundamentals weakened.

Projected Score

Projected Score

31

Projected Change

+1.8 points

Preliminary comparable-period financial changes suggest improvement of approximately 1.8 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Undervalued

Current Price

$1.08

Model Intrinsic Value

$2.14

Difference

−$1.06

-49.6% vs IV

Margin of Safety

49.6%

UndervaluedFair ValueOvervalued
Value Reference: $1.29
Deep Discount Reference: $0.86

Financial Charts

Revenue

202020212022202320242025$0$50M$100M$150M$200M

Additional Metrics

Operating Cash Flow

202020212022202320242025-$2M$0$2M$4M$6M

Total Debt

202020212022202320242025$0$15M$30M$45M$60M

Total Assets

202020212022202320242025$0$20M$40M$60M$80M

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM202520242023202220212020
Revenue$188.6M$182.0M$164.4M$159.9M············
Cost of Revenue$161.0M$168.2M$152.5M$149.6M············
Gross Profit$27.6M$13.9M$11.9M$10.3M············
Research & Development$0.00$0.00$0.00$0.00············
SG&A Expenses$14.4M$3.4M$8.1M$5.9M············
Operating Expenses$18.8M$7.1M$10.4M$9.6M············
EBITDA$8.1M$5.4M$1.9M$6.8M············
Operating Income$8.8M$6.8M$1.5M$734K············
Interest Expense$2.0M$2.1M$4.0M$5.1M············
Income Before Tax$4.8M$2.6M-$3.1M$486K············
Income Tax Expense$628K$303K$1.4M-$85K············
Net Income$4.2M$2.3M-$5.3M$571K············
Basic EPS$0.18$0.05$-0.32$0.04············
Basic Shares16.81M16.66M16.59M16.13M············
Diluted Shares17.06M16.98M16.59M16.13M············
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:A future estimated earnings date is not currently available.
Jun 30, 2026Q2FY2026

Revenue

$46.5M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.02

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

-7.2%

Cash Change

+52.1%

Margin Change

+2.3 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Margins expanded
  • Cash position grew
  • Debt reduced

Potential Score Impact

Positive indicators included revenue growth, cash levels, debt levels, net income margin. Pressure indicators included EPS growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 14.5%. EPS declined 150.3%. Cash increased 52.1%. Total debt declined 7.2%. Net income margin improved by 2.3 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 122 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Dividend data is not available yet. Missing data does not mean this company pays no dividend.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

5 historical records
Jul 23, 26Aug 12, 26Sep 2, 26Sep 9, 26Oct 1, 260255075100

Historical Score Chart

3 of 5 records shown
3 historical score records are shown. Start your seven-day free trial to unlock 2 more records and the complete score history.Start Free Trial

Wall Street Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Debt Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Revenue Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Asset Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Capital Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Management Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Moat Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Valuation Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Buffett Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Intrinsic Value

Sep 2, 26Sep 9, 26Oct 1, 26$0.00$1.00$2.00$3.00$4.00

Value Reference

Sep 2, 26Sep 9, 26Oct 1, 26-$1.00$0.00$1.00$2.00$3.00

Margin of Safety %

Sep 2, 26Sep 9, 26Oct 1, 260.4%0.4%0.4%0.5%0.5%

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News

Rumor Mill · BCG

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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