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BRIDGE INVESTMENT GRP HDS-A (BRDG) Stock Fundamental Analysis

NYSE:BRDG - New York Stock Exchange, Inc. - US10806B1008 - Common Stock - Currency: USD

10.6  +2.68 (+33.84%)

After market: 10.66 +0.06 (+0.57%)

Fundamental Rating

3

Overall BRDG gets a fundamental rating of 3 out of 10. We evaluated BRDG against 225 industry peers in the Capital Markets industry. Both the profitability and financial health of BRDG have multiple concerns. BRDG is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

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2

1. Profitability

1.1 Basic Checks

In the past year BRDG was profitable.
In the past year BRDG had a positive cash flow from operations.
BRDG had positive earnings in 4 of the past 5 years.
BRDG had a positive operating cash flow in each of the past 5 years.
BRDG Yearly Net Income VS EBIT VS OCF VS FCFBRDG Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 0 100M 200M 300M 400M

1.2 Ratios

The Return On Assets of BRDG (0.21%) is worse than 74.43% of its industry peers.
Looking at the Return On Equity, with a value of 2.93%, BRDG is doing worse than 69.41% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 1.35%, BRDG is doing worse than 68.95% of the companies in the same industry.
Industry RankSector Rank
ROA 0.21%
ROE 2.93%
ROIC 1.35%
ROA(3y)14.96%
ROA(5y)26.14%
ROE(3y)189.65%
ROE(5y)145.67%
ROIC(3y)N/A
ROIC(5y)N/A
BRDG Yearly ROA, ROE, ROICBRDG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 0 100 200 300

1.3 Margins

The Profit Margin of BRDG (0.67%) is worse than 74.89% of its industry peers.
BRDG has a worse Operating Margin (4.87%) than 73.06% of its industry peers.
Industry RankSector Rank
OM 4.87%
PM (TTM) 0.67%
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
BRDG Yearly Profit, Operating, Gross MarginsBRDG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 0 20 -20 40 60

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2

2. Health

2.1 Basic Checks

The number of shares outstanding for BRDG has been increased compared to 1 year ago.
The debt/assets ratio for BRDG is higher compared to a year ago.
BRDG Yearly Shares OutstandingBRDG Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 20M 40M 60M 80M 100M
BRDG Yearly Total Debt VS Total AssetsBRDG Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 200M 400M 600M 800M 1B

2.2 Solvency

Based on the Altman-Z score of 0.80, we must say that BRDG is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 0.80, BRDG perfoms like the industry average, outperforming 44.75% of the companies in the same industry.
BRDG has a debt to FCF ratio of 3.33. This is a good value and a sign of high solvency as BRDG would need 3.33 years to pay back of all of its debts.
BRDG's Debt to FCF ratio of 3.33 is fine compared to the rest of the industry. BRDG outperforms 72.15% of its industry peers.
A Debt/Equity ratio of 5.17 is on the high side and indicates that BRDG has dependencies on debt financing.
BRDG has a Debt to Equity ratio of 5.17. This is amonst the worse of the industry: BRDG underperforms 85.39% of its industry peers.
Industry RankSector Rank
Debt/Equity 5.17
Debt/FCF 3.33
Altman-Z 0.8
ROIC/WACCN/A
WACCN/A
BRDG Yearly LT Debt VS Equity VS FCFBRDG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2019 2020 2021 2022 2023 100M 200M 300M 400M

2.3 Liquidity

BRDG has a Current Ratio of 0.72. This is a bad value and indicates that BRDG is not financially healthy enough and could expect problems in meeting its short term obligations.
The Current ratio of BRDG (0.72) is worse than 64.84% of its industry peers.
BRDG has a Quick Ratio of 0.72. This is a bad value and indicates that BRDG is not financially healthy enough and could expect problems in meeting its short term obligations.
With a Quick ratio value of 0.72, BRDG is not doing good in the industry: 64.38% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.72
Quick Ratio 0.72
BRDG Yearly Current Assets VS Current LiabilitesBRDG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 50M 100M 150M 200M

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5

3. Growth

3.1 Past

The Earnings Per Share has grown by an nice 14.04% over the past year.
The Revenue has grown by 57.16% in the past year. This is a very strong growth!
Measured over the past years, BRDG shows a small growth in Revenue. The Revenue has been growing by 7.71% on average per year.
EPS 1Y (TTM)14.04%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-31.82%
Revenue 1Y (TTM)57.16%
Revenue growth 3Y-9.01%
Revenue growth 5Y7.71%
Sales Q2Q%-4.48%

3.2 Future

BRDG is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 16.40% yearly.
BRDG is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 10.26% yearly.
EPS Next Y-7.52%
EPS Next 2Y5.09%
EPS Next 3Y13.46%
EPS Next 5Y16.4%
Revenue Next Year-2.93%
Revenue Next 2Y7.66%
Revenue Next 3Y13.19%
Revenue Next 5Y10.26%

3.3 Evolution

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
BRDG Yearly Revenue VS EstimatesBRDG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M
BRDG Yearly EPS VS EstimatesBRDG Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0.2 0.4 0.6 0.8 1

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5

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 16.31 indicates a correct valuation of BRDG.
Based on the Price/Earnings ratio, BRDG is valued a bit cheaper than the industry average as 61.19% of the companies are valued more expensively.
BRDG is valuated rather cheaply when we compare the Price/Earnings ratio to 29.53, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 12.80, the valuation of BRDG can be described as correct.
Compared to the rest of the industry, the Price/Forward Earnings ratio of BRDG indicates a somewhat cheap valuation: BRDG is cheaper than 73.06% of the companies listed in the same industry.
When comparing the Price/Forward Earnings ratio of BRDG to the average of the S&P500 Index (22.65), we can say BRDG is valued slightly cheaper.
Industry RankSector Rank
PE 16.31
Fwd PE 12.8
BRDG Price Earnings VS Forward Price EarningsBRDG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, BRDG is valued a bit cheaper than the industry average as 62.56% of the companies are valued more expensively.
Based on the Price/Free Cash Flow ratio, BRDG is valued a bit cheaper than 79.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 9.31
EV/EBITDA 34.72
BRDG Per share dataBRDG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 -2 3

4.3 Compensation for Growth

A more expensive valuation may be justified as BRDG's earnings are expected to grow with 13.46% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y5.09%
EPS Next 3Y13.46%

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3

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 4.96%, BRDG is a good candidate for dividend investing.
BRDG's Dividend Yield is comparable with the industry average which is at 9.91.
Compared to an average S&P500 Dividend Yield of 2.27, BRDG pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.96%

5.2 History

BRDG has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
BRDG Yearly Dividends per shareBRDG Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 0.2 0.4 0.6 0.8 1

5.3 Sustainability

BRDG pays out 733.64% of its income as dividend. This is not a sustainable payout ratio.
DP733.64%
EPS Next 2Y5.09%
EPS Next 3Y13.46%
BRDG Yearly Income VS Free CF VS DividendBRDG Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 0 50M 100M 150M 200M 250M
BRDG Dividend Payout.BRDG Dividend Payout, showing the Payout Ratio.BRDG Dividend Payout.PayoutRetained Earnings

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BRIDGE INVESTMENT GRP HDS-A

NYSE:BRDG (2/24/2025, 8:15:55 PM)

After market: 10.66 +0.06 (+0.57%)

10.6

+2.68 (+33.84%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-06 2024-11-06/amc
Earnings (Next)02-24 2025-02-24/amc
Inst Owners50.42%
Inst Owner Change-76.48%
Ins Owners13.98%
Ins Owner Change19.73%
Market Cap1.28B
Analysts74.55
Price Target9.05 (-14.62%)
Short Float %1.17%
Short Ratio2.47
Dividend
Industry RankSector Rank
Dividend Yield 4.96%
Yearly Dividend0.19
Dividend Growth(5Y)N/A
DP733.64%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-6.68%
Min EPS beat(2)-18.3%
Max EPS beat(2)4.94%
EPS beat(4)2
Avg EPS beat(4)-9.64%
Min EPS beat(4)-27.76%
Max EPS beat(4)4.94%
EPS beat(8)4
Avg EPS beat(8)-20.12%
EPS beat(12)7
Avg EPS beat(12)9.52%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)18.41%
Min Revenue beat(2)16.78%
Max Revenue beat(2)20.04%
Revenue beat(4)3
Avg Revenue beat(4)15.33%
Min Revenue beat(4)-0.74%
Max Revenue beat(4)25.23%
Revenue beat(8)7
Avg Revenue beat(8)13.31%
Revenue beat(12)11
Avg Revenue beat(12)60.43%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-19.32%
PT rev (3m)-19.32%
EPS NQ rev (1m)-3.57%
EPS NQ rev (3m)-3.57%
EPS NY rev (1m)-0.58%
EPS NY rev (3m)-5.03%
Revenue NQ rev (1m)-7.61%
Revenue NQ rev (3m)-7.61%
Revenue NY rev (1m)-0.08%
Revenue NY rev (3m)-4.88%
Valuation
Industry RankSector Rank
PE 16.31
Fwd PE 12.8
P/S 3.31
P/FCF 9.31
P/OCF 9.27
P/B 14.46
P/tB N/A
EV/EBITDA 34.72
EPS(TTM)0.65
EY6.13%
EPS(NY)0.83
Fwd EY7.81%
FCF(TTM)1.14
FCFY10.74%
OCF(TTM)1.14
OCFY10.78%
SpS3.21
BVpS0.73
TBVpS-2.25
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 0.21%
ROE 2.93%
ROCE 1.72%
ROIC 1.35%
ROICexc 1.43%
ROICexgc 2.53%
OM 4.87%
PM (TTM) 0.67%
GM N/A
FCFM 35.51%
ROA(3y)14.96%
ROA(5y)26.14%
ROE(3y)189.65%
ROE(5y)145.67%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.31
Health
Industry RankSector Rank
Debt/Equity 5.17
Debt/FCF 3.33
Debt/EBITDA 11.85
Cap/Depr 2.72%
Cap/Sales 0.14%
Interest Coverage 0.72
Cash Conversion 357.48%
Profit Quality 5306.08%
Current Ratio 0.72
Quick Ratio 0.72
Altman-Z 0.8
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)54.78%
Cap/Depr(5y)46.89%
Cap/Sales(3y)0.55%
Cap/Sales(5y)0.45%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)14.04%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-31.82%
EPS Next Y-7.52%
EPS Next 2Y5.09%
EPS Next 3Y13.46%
EPS Next 5Y16.4%
Revenue 1Y (TTM)57.16%
Revenue growth 3Y-9.01%
Revenue growth 5Y7.71%
Sales Q2Q%-4.48%
Revenue Next Year-2.93%
Revenue Next 2Y7.66%
Revenue Next 3Y13.19%
Revenue Next 5Y10.26%
EBIT growth 1Y136.72%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year-23.62%
EBIT Next 3Y8.48%
EBIT Next 5Y10.67%
FCF growth 1Y-42.05%
FCF growth 3Y9.92%
FCF growth 5YN/A
OCF growth 1Y-42.02%
OCF growth 3Y10.35%
OCF growth 5YN/A