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Great Elm Group, Inc. (GEGGL) Stock Analysis

$24.63 -$0.1725 (-0.70%) |CouncilSplit View · 41 · C
Bottom line: Split View — our Council read (41/100) and AI Score (39/100) broadly agree. Strongest single signal: Ray Dalio bullish.
MCap: $718M| Vol: 468|
Data from FMP · Methodology

For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

Great Elm Group, Inc. (GEGGL) trades at $24.63 with AI Score 39/100 (Grade D). Great Elm Group, Inc. Market cap: $718M, Sector: Financial services.

Price as of Jul 20, 2026 · Last analyzed: May 9, 2026
Great Elm Group, Inc. is an alternative asset management company focused on growing a diversified portfolio of long-duration and permanent capital vehicles. The company manages Great Elm Capital Corp. and Monomoy Properties REIT, LLC, among other investments.

Analyst Coverage for GEGGL: GEGGL does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates GEGGL against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.

Watch the GEGGL film Every key number, told as a short cinematic story — just press play. ~2 min
Council Score · Weighted Average of 3 Disciplines
Split View 41/100 · C

GEGGL: 2/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.

How is this calculated? →
Legends Council · 5 Legends + Moon AI
Ray Dalio
Bullish
Izzy Englander
Bullish
Seth Klarman
Bullish
Moon AI
Neutral
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Weak
Margin of Safety
Fairly Valued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →

Why this analysis is different

  • A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
  • An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
  • Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Great Elm Group, Inc. (GEGGL) Financial Services Profile

CEOJason Walter Reese
Employees24
HeadquartersWaltham, DE, US
IPO Year2022

Great Elm Group, Inc. is an alternative asset management firm managing long-duration capital vehicles across credit, real estate, and specialty finance. The company operates through subsidiaries like Great Elm Capital Corp. and Monomoy Properties REIT, distinguishing itself through diversified alternative investment strategies in the financial services sector.

Data Provenance | Financial Data Quantitative Analysis NASDAQ Analysis: May 9, 2026

What Is the Investment Thesis for GEGGL?

As of May 9, 2026 — figures reflect the data available on that date.

Great Elm Group, Inc. presents a unique investment proposition as an alternative asset manager focusing on long-duration and permanent capital vehicles. With a market capitalization of $718M, the company's diversified portfolio across credit, real estate, and specialty finance offers potential stability. However, a negative profit margin of -100.5% warrants caution. Key to its success will be the effective management of its subsidiaries, including Great Elm Capital Corp. and Monomoy Properties REIT. Future growth hinges on capitalizing on market opportunities within alternative investments and improving overall profitability. Monitoring the performance of its managed entities and strategic capital allocation will be crucial for assessing its long-term value.

Based on FMP financials and quantitative analysis

GEGGL Key Highlights

  • Market Cap of $718M indicates moderate size within the alternative asset management sector.
  • Negative Profit Margin of -100.5% signals significant challenges in achieving profitability.
  • Gross Margin of 3.1% reflects limited profitability from core operations.
  • Beta of 0.45 suggests lower volatility compared to the broader market.
  • No Dividend Yield reflects a focus on reinvesting earnings for growth rather than returning capital to shareholders.

Who Are GEGGL's Competitors?

GEGGL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
BX Blackstone Inc. $123.59 -2.62% $148B 58
CG The Carlyle Group Inc. $46.07 -1.20% $16.6B
KKR KKR & Co. Inc. $96.78 -4.12% $86.9B 43
RPC Ridgepost Capital, Inc. $8.58 -2.05% $671M 54
DVSPF Dividend 15 Split Corp. $6.72 +0.15% $912M 49
GLADZ Gladstone Capital Corporation 7.75% Notes due 2028 $25.23 -0.01% $563M 45
NBPVF NB Private Equity Partners Limited $19.01 -6.54% $928M 37
FCRX Crescent Capital BDC, Inc. $25.17 -0.00% $932M 47

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are GEGGL's Key Strengths?

  • Diversified portfolio across multiple asset classes
  • Focus on long-duration and permanent capital
  • Experienced management team
  • Established subsidiaries (Great Elm Capital Corp., Monomoy Properties REIT)

What Are GEGGL's Weaknesses?

  • Negative profit margin
  • Smaller scale compared to larger competitors
  • Dependence on performance of managed funds
  • Limited brand recognition

What Could Drive GEGGL Stock Higher?

  • Performance of Great Elm Capital Corp. and Monomoy Properties REIT.
  • Capital raising efforts for new investment vehicles.
  • Potential acquisitions of complementary asset managers.
  • Development and launch of new alternative investment products.

What Are the Key Risks for GEGGL?

  • Financial-distress signal — its Altman Z-Score of -34.24 sits in the distress zone (elevated bankruptcy risk).
  • Negative return on equity (-38.3%) — the business is not currently generating profit on shareholder capital.
  • Economic downturn impacting asset values and investment returns.
  • Increased competition from larger asset managers.
  • Regulatory changes affecting alternative asset management.
  • Interest rate hikes impacting real estate and credit investments.
  • Negative profit margin impacting financial stability.

What Are the Growth Opportunities for GEGGL?

  • Expansion of Credit Portfolio: Great Elm Group can expand its credit portfolio by targeting niche lending opportunities and underserved markets. The market for specialty finance is growing, with increasing demand for tailored credit solutions. By leveraging its expertise in credit analysis and risk management, Great Elm can generate higher yields and diversify its revenue streams. The timeline for this expansion is ongoing, with continuous evaluation of new credit opportunities and strategic partnerships.
  • Real Estate Investments through Monomoy Properties REIT: Monomoy Properties REIT, a subsidiary of Great Elm Group, can drive growth by acquiring and managing industrial properties in strategic locations. The industrial real estate market is benefiting from e-commerce growth and supply chain modernization. By focusing on well-located, high-quality assets, Monomoy can attract tenants and generate stable rental income. This growth opportunity is ongoing, with continuous evaluation of potential acquisitions and property management improvements.
  • Strategic Acquisitions of Complementary Asset Managers: Great Elm Group can pursue strategic acquisitions of smaller asset management firms with complementary expertise and client bases. This would allow Great Elm to expand its product offerings, increase its assets under management, and enter new markets. The timeline for acquisitions depends on market conditions and the availability of suitable targets. Successful integration of acquired firms is crucial for realizing synergies and maximizing value.
  • Development of New Alternative Investment Products: Great Elm Group can develop and launch new alternative investment products to meet evolving investor demand. This could include private equity funds, hedge funds, or real estate investment trusts focused on specific sectors or strategies. By innovating and diversifying its product offerings, Great Elm can attract new investors and increase its market share. The timeline for product development depends on market research, regulatory approvals, and investor interest.
  • Enhanced Investor Relations and Capital Raising: Great Elm Group can enhance its investor relations efforts to attract new capital and retain existing investors. This includes improving communication, providing transparent reporting, and demonstrating strong investment performance. By building strong relationships with investors, Great Elm can increase its assets under management and support its growth initiatives. This is an ongoing effort, with continuous improvement in investor communication and engagement strategies.

What Opportunities Does GEGGL Have?

  • Expansion into new alternative investment strategies
  • Strategic acquisitions of complementary asset managers
  • Increased demand for alternative assets from institutional investors
  • Capitalizing on market dislocations and distressed opportunities

What Threats Does GEGGL Face?

  • Economic downturn and market volatility
  • Increased competition from larger asset managers
  • Regulatory changes and compliance costs
  • Interest rate hikes impacting real estate and credit investments

What Are GEGGL's Competitive Advantages?

  • Diversified Investment Strategies: Great Elm's diversified approach across credit, real estate, and specialty finance reduces risk and provides multiple avenues for growth.
  • Long-Duration Capital Focus: The focus on long-duration capital vehicles allows for patient investing and the potential for long-term value creation.
  • Experienced Management Team: The company's experienced management team brings expertise in alternative asset management and investment strategy.
  • Established Subsidiaries: The presence of established subsidiaries like Great Elm Capital Corp. and Monomoy Properties REIT provides a stable platform for growth.

What Does GEGGL Do?

Founded in 1994 and headquartered in Waltham, MA, Great Elm Group, Inc. operates as an alternative asset management company. The company focuses on cultivating a diverse portfolio of long-term and permanent capital vehicles, spanning credit, real estate, specialty finance, and other alternative investment strategies. Great Elm Group manages several subsidiaries, including Great Elm Capital Corp., a publicly-traded business development company, and Monomoy Properties REIT, LLC, which specializes in industrial real estate investments. These entities reflect Great Elm's strategic approach to diversified asset management, aiming to generate sustainable returns through various market conditions. The company's evolution reflects a commitment to expanding its asset base and investment capabilities, positioning itself as a key player in the alternative asset management landscape. By focusing on long-duration assets, Great Elm seeks to provide investors with stable, long-term growth opportunities while navigating the complexities of the financial markets.

What Products and Services Does GEGGL Offer?

  • Manages alternative asset portfolios across credit, real estate, and specialty finance.
  • Operates Great Elm Capital Corp., a publicly-traded business development company.
  • Manages Monomoy Properties REIT, LLC, an industrial-focused real estate investment trust.
  • Focuses on long-duration and permanent capital vehicles.
  • Invests in diverse alternative strategies to generate returns.
  • Provides asset management services to institutional and individual investors.

How Does GEGGL Make Money?

  • Generates revenue through management fees from its managed funds and investment vehicles.
  • Earns performance-based incentive fees based on the returns of its managed assets.
  • Invests its own capital alongside investors in its managed funds.
  • Grows assets under management through capital raising and investment performance.

What Industry Does GEGGL Operate In?

Great Elm Group operates within the competitive alternative asset management industry, which is characterized by firms managing diverse portfolios of non-traditional investments. The industry is influenced by macroeconomic trends, regulatory changes, and investor demand for alternative assets. Key players differentiate themselves through specialized strategies, asset class expertise, and performance track records. Great Elm's focus on long-duration capital vehicles positions it to capitalize on long-term investment opportunities, but it must navigate competition from larger, more established firms and adapt to evolving market dynamics.

Who Are GEGGL's Key Customers?

  • Institutional investors seeking alternative investment opportunities.
  • High-net-worth individuals looking for diversified asset management.
  • Pension funds and endowments seeking long-term investment returns.
  • Family offices seeking specialized investment strategies.
AI Confidence: 81% Updated: May 9, 2026

Great Elm Group, Inc. (GEGGL) Valuation Context

Valued at $718M, GEGGL is classified as a small-cap stock. Relative to its peer group, GEGGL's quantitative score of 39/100 is below the peer average of 51/100.

ROE -38%Key Financial Metrics

Return on equity for Great Elm Group, Inc. stands at -38.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -20.5%, showing how much profit it generates from its asset base. Its free cash flow yield is 16.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 13.18 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -34.2%, the inverse of the P/E and a quick read on earnings relative to price.

F-Score 4/9Financial Health

Great Elm Group, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -34.24 places it in the distress zone, a signal of elevated financial risk.

FY2026 estForward Outlook

Wall Street analysts project Great Elm Group, Inc. revenue of about $5.0M for fiscal 2026, with EPS near $-3.16.

GEGGL Financials

Fundamental Snapshot

Revenue Growth (FY)
-8.5%
Free Cash Flow Growth (FY)
+43.3%
Return on Equity (TTM)
-38.3%
Current Ratio
13.2

Based on FMP financials and quantitative analysis · FY 2025

Bull Case vs Bear Case

Bull Case

  • Recent insider buying suggests confidence in the company's future, indicating that key stakeholders believe in its potential.
  • Community sentiment has shifted positively, with discussions highlighting the company's strategic initiatives and growth prospects.
  • Investors are optimistic about Great Elm's diversification efforts, which could mitigate risks and enhance revenue streams.
  • Market perception is improving as the company continues to innovate and adapt to changing industry dynamics, attracting attention from potential investors.

Bear Case

  • Concerns regarding the overall market volatility may overshadow the company's individual strengths, leading to cautious sentiment among investors.
  • Some community members express skepticism about the sustainability of recent growth, fearing it may not be supported by solid fundamentals.
  • Recent developments in the sector have raised questions about competitive pressures, which could impact Great Elm's market position.
  • Insider selling activity in the past has raised red flags for some investors, leading to a more cautious approach in the community.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026

GEGGL Latest News

No recent news available for GEGGL.

GEGGL Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for GEGGL.

Price Targets

Wall Street price target analysis for GEGGL.

GEGGL MoonshotScore

39/100

What does this score mean?

The MoonshotScore rates GEGGL 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.

Leadership: Jason Walter Reese

CEO

Jason Walter Reese serves as the CEO of Great Elm Group, Inc. His background includes extensive experience in alternative asset management and investment strategy. He has held various leadership positions within the financial services industry, focusing on credit, real estate, and specialty finance. Reese's expertise lies in developing and executing investment strategies that generate long-term value for investors. He is responsible for overseeing the overall strategic direction and operational performance of Great Elm Group.

Track Record: Under Jason Walter Reese's leadership, Great Elm Group has focused on growing its portfolio of long-duration and permanent capital vehicles. He has overseen the management of key subsidiaries, including Great Elm Capital Corp. and Monomoy Properties REIT. His strategic decisions have aimed at diversifying the company's asset base and enhancing its investment capabilities. Reese's tenure has been marked by efforts to navigate complex market conditions and generate sustainable returns for investors.

GEGGL Financial Services Stock FAQ

What does the AI Score mean for GEGGL?

GEGGL holds an AI Score of 39/100 (Grade: D). This is an educational research signal, not a buy or sell recommendation. Great Elm Group, Inc. is an alternative asset management company focused on growing a diversified portfolio of long-duration and permanent capital vehicles. The company manages Great Elm Capital …

What does Great Elm Group, Inc. 7.25% Notes due 2027 do?

Great Elm Group, Inc. operates as an alternative asset management company, focusing on long-duration and permanent capital vehicles across credit, real estate, and specialty finance. The company manages subsidiaries like Great Elm Capital Corp., a business development company, and Monomoy Properties REIT, an industrial real estate investment trust.

What do analysts say about GEGGL stock?

Analyst coverage of Great Elm Group, Inc. is limited, given its smaller market capitalization and focus on alternative asset management. Key valuation metrics to consider include assets under management (AUM), management fees, and profitability. Growth considerations involve the company's ability to attract new capital, generate strong investment performance, and successfully manage its subsidiaries.

What are the main risks for GEGGL?

Great Elm Group, Inc. faces several risks inherent in the alternative asset management industry. Economic downturns and market volatility can negatively impact asset values and investment returns. Increased competition from larger, more established asset managers poses a threat to market share and profitability. Regulatory changes and compliance costs can increase operational expenses and limit investment flexibility.

What regulatory challenges does Great Elm Group, Inc. 7.25% Notes due 2027 face?

Great Elm Group, Inc., as an alternative asset manager, faces various regulatory challenges, including compliance with the Investment Company Act of 1940 and other securities laws. The company must adhere to regulations governing investment adviser registration, disclosure requirements, and limitations on certain investment activities. Capital requirements and compliance costs can be substantial, impacting profitability and operational flexibility.

What is Great Elm Group, Inc. 7.25% Notes due 2027's credit quality and risk management approach?

Great Elm Group, Inc.'s credit quality and risk management approach are critical to its success as an alternative asset manager. The company's loan portfolio quality and provision levels are key indicators of its ability to manage credit risk.

What are the key factors to evaluate for GEGGL?

Great Elm Group, Inc. (GEGGL) holds an AI score of 39/100 (low). Not financial advice.

How frequently does GEGGL data refresh on this page?

GEGGL's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.

What has driven GEGGL's recent stock price performance?

Great Elm Group, Inc. (GEGGL) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified portfolio across multiple asset classes. See the News tab for the latest drivers. Past performance does not predict future results.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • Limited analyst coverage may impact the availability of detailed financial analysis.
  • Negative profit margin requires careful monitoring.
  • Alternative asset management involves inherent risks and uncertainties.
Data Sources

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