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Binah Capital Group, Inc. (BCG)

USD1.50 +0.02 (+1.35%)
US NASDAQ Financial Services Asset Management
Address 80 State Street 12207
Albany, NY, US
CEO Craig Michael Gould
IPO 2024-03-27
CIK 1953984 ISIN US09032H1059

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Also trades on NASDAQ Capital Market · BCGWW (USD) NASDAQ Global Market · BCG (USD)
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, 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. BCG's product portfolio also features mutual funds and various insurance solutions, in addition to specialized alternative investments like non-traded real estate investment trusts (REITs), unit trusts, and both fixed and variable annuities. Established in 2016, Binah Capital Group maintains its corporate headquarters in Albany, New York, and operates as a subsidiary of MHC Securities, LLC.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.50 +0.02 (+1.35%)
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Volume Profile
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Liquidity & share structure
Average Volume
100.4K
Beta
0.26
Float Shares
4.36M
Free Float %
26.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.66% -15.60% -6.12% -11.96% +25.17% -36.11% -26.10% -80.63% -80.63% -80.63% -80.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1.50
DCF (Unlevered) 5.84 +289.6%
DCF (Levered) 3.04 +103.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
2.95
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +10.7% Q1'26: +1.3% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +112.5% Q1'26: +44.7% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +2.5% Q1'26: +1.1% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +2.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +21.9% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +2.3% Q1'26: +2.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    4.83× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.33) × ERP
WACC = 54% × Ke + 46% × Kd (8.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5.86 Current price: 1.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-14 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-13 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-12 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-11 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-08 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-07 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-06 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-05 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-04 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-29 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.92M
OE per share TTM
0.29
Owner's Yield
15.95%
Maintenance CapEx ratio
0.56%
Maint CapEx / Avg PPE
3.4%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Wentworth Funding LLC 1.59M 9.40% 1.59M 1.59M OO Delaware 2024-06-18

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 20 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional - International Small Cap Value ETF DISV 0.05% 2.38M 0.42%
2 Dimensional - International Small Cap ETF DFIS 0.02% 1.02M 0.39%
3 Dimensional International Sustainability Core 1 ETF DFSI 0.01% 89.1K 0.24%
4 State Street SPDR Portfolio Europe ETF SPEU 0.01% 52.2K 0.07%
5 Dimensional - International Vector Equity ETF DXIV 0.01% 10.9K 0.53%
6 Dimensional - International Core Equity 2 ETF DFIC 0.01% 729.8K 0.22%
7 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 529.2K 0.28%
8 iShares Micro-Cap ETF IWC 0.00% 18.9K 0.60%
9 Vanguard Extended Market ETF VXF 0.00% 44.7K 0.05%
10 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 320.67 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
94.8K
Shares disposed
Cash buys
Cash sales
Net activity
+94,828
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-25 Gould Craig Director / Officer A-Award A Common Stock 94,828 0.00 1,016,906 D
2025-11-17 Gould Craig Director / Officer P-Purchase A Common Stock 5,000 1.55 7.7K 922,078 D
2025-06-30 Shane David M. Director / Officer A-Award D Stock Option (Right to Buy) 250,000 2.04 510.0K 250,000 D
2025-06-30 MARKS JOEL E Director A-Award D Stock Option (Right to Buy) 7,500 2.04 15.3K 7,500 D
2025-06-30 Hynes Daniel Director A-Award D Stock Option (Right to Buy) 7,500 2.04 15.3K 7,500 D
2025-06-30 Gould Craig Director / Officer A-Award A Common Stock 107,843 2.04 220.0K 917,078 D
2025-06-30 Crane David F. II Director A-Award D Stock Option (Right to Buy) 7,500 2.04 15.3K 7,500 D
2024-03-15 Crane David F. II Director 0 0.00 0
2014-05-05 KENNY GREGORY B Director / Officer I-Discretionary A Common Stock 10,944 23.76 260.0K 543,935
2014-02-13 KENNY GREGORY B Director / Officer A-Award A Common Stock 64,310 0.00 209,316
2014-02-11 KENNY GREGORY B Director / Officer F-InKind D Common Stock 10,154 27.40 278.2K 145,006
2014-01-07 KENNY GREGORY B Director / Officer P-Purchase A Common Stock 342 28.58 9.8K 420,525
2013-11-29 KENNY GREGORY B Director / Officer P-Purchase A Common Stock 331 29.35 9.7K 420,622
2013-09-06 KENNY GREGORY B Director / Officer P-Purchase A Common Stock 315 30.67 9.7K 420,146
2013-06-28 KENNY GREGORY B Director / Officer P-Purchase A Common Stock 313 30.70 9.6K 155,473
2010-02-12 KENNY GREGORY B Director / Officer A-Award A Stock Option (Right to Buy) 108,000 24.44 2.64M 108,000
2010-02-07 KENNY GREGORY B Director / Officer F-InKind D Common Stock 3,077 28.03 86.2K 73,107
2009-06-02 KENNY GREGORY B Director / Officer S-Sale D Common Stock 7,101 40.32 286.3K 76,184
2009-06-01 KENNY GREGORY B Director / Officer M-Exempt A Common Stock 48,000 4.00 192.0K 131,285
2009-02-11 KENNY GREGORY B Director / Officer A-Award A Common Stock 33,000 0.00 83,285
2008-11-25 KENNY GREGORY B Director / Officer P-Purchase A Common Stock- Deferred 8,967 0.00 402,321

Executive team

Top executives
EBIT / Employee
31.5K
Shares Outstanding
16.60M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Craig Gould, Chief Executive Officer 412.5K 350.0K 28.2K 790.7K 0.00%
2 2024 David Shane, Chief Financial Officer 77.1K 350.0K 427.1K 0.00%
3 2024 Katherine Flouton, President 400.0K 12.0K 412.0K 0.00%
4 2023 Katherine Flouton, President 400.0K 50.0K 450.0K 0.00%
5 2023 Craig Gould, Chief Executive Officer 300.0K 64.6K 364.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEF 14A
2025-06-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 8-K
2026-05-15 10-Q
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-02 S-8
2026-03-31 8-K
2026-03-31 10-K
2026-02-27 8-K
2026-02-27 4
2025-12-01 8-K

Executive team

NameTitleCompensationGender
Craig Michael Gould Chief Executive Officer & Chairman of the Board 1M male
David Shane Chief Financial Officer & Director 764.5K male
Kathrine Flouton President & Chief Executive Officer of Purshe Kaplan Sterling Investments, Inc. 461.7K female
Roger Farrell Leibowitz Chief Financial Officer of Cabot Lodge Securities, LLC 259.0K male
Ryan Marcus Chief Business Development & Engagement Officer male
ESG Rating
B
ASSET MANAGEMENT
Rank: 49 out of 151
2026
E (Environmental)
74.1 / 67.2
Company / Sector avg.
S (Social)
68.8 / 77.3
Company / Sector avg.
G (Governance)
63.8 / 74.6
Company / Sector avg.
ESG Total
68.9 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits