ANDG Stock Analysis: Andersen | NYSE
Personal Services | NYSE, USA | Market Cap: 4.814m USD | 12M Return: 82.2% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 14.5M
Rev. Trend: 100.0%
Warnings
Tailwinds
Seasonality 0.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Andersen Group Inc. (ANDG) is a U.S.-headquartered professional services firm that delivers independent tax, valuation, and financial advisory services to three primary client groups: individuals and family offices, businesses, and institutional clients. The company operates within the Research & Consulting Services sub-industry (GICS Industrials), a segment that includes providers of specialized advisory work typically distinct from the audit-focused Big Four accounting firms.
The firms offerings are organized across four service lines: private client services (covering multigenerational wealth, charitable giving, and trust/estate planning), business tax services (integrated tax consulting and compliance), alternative investment fund services (supporting family offices, hedge funds, private equity, venture capital, real estate investment trusts, and funds of funds), and valuation services to help clients navigate regulatory and tax requirements. This structure reflects a common model in the independent advisory sector, where firms package tax compliance, transaction support, and wealth planning under a single platform serving both high-net-worth individuals and complex investment vehicles.
Founded in 2002 and headquartered in San Francisco, California, Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC. The company recently completed its IPO on December 17, 2025, and is classified as a mid-cap stock with a market capitalization of approximately $4.2 billion USD.
- Tax law complexity drives advisory services demand
- Alternative investment fund client growth accelerates revenue
- Lateral partner hires fuel organic expansion
| Net Income: -52.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.26 > 0.02 and ΔFCF/TA -10.34 > 1.0 |
| NWC/Revenue: 30.01% < 20% (prev 20.08%; Δ 9.93% < -1%) |
| CFO/TA 0.28 > 3% & CFO 169.5m > Net Income -52.4m |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 2.36 > 1.5 & < 3 |
| Outstanding Shares: last quarter (11.0m) vs 12m ago 0.0% < -2% |
| Gross Margin: 25.66% > 18% (prev 37.13%; Δ -11.48% > 0.5%) |
| Asset Turnover: 173.0% > 50% (prev 189.8%; Δ -16.76% > 0%) |
| Interest Coverage Ratio: -5.68 > 6 (EBIT TTM -153.8m / Interest Expense TTM 27.1m) |
| A: 0.43 (Total Current Assets 453.8m - Total Current Liabilities 192.3m) / Total Assets 608.6m |
| B: -1.28 (Retained Earnings -780.5m / Total Assets 608.6m) |
| C: -0.31 (EBIT TTM -153.8m / Avg Total Assets 503.7m) |
| D: 0.05 (Book Value of Equity 28.7m / Total Liabilities 579.9m) |
| Altman-Z'' = -3.36 = D |
| DSRI: 1.53 (Receivables 213.6m/121.1m, Revenue 871.4m/756.7m) |
| GMI: 1.45 (GM 37.13% / 25.66%) |
| AQI: 0.54 (AQ_t 0.06 / AQ_t-1 0.11) |
| SGI: 1.15 (Revenue 871.4m / 756.7m) |
| TATA: -0.36 (NI -52.4m - CFO 169.5m) / TA 608.6m) |
| Beneish M = -2.39 (Cap -4..+1) = BBB |
As of July 25, 2026, the stock is trading at USD 42.82 with a total of 468,153 shares traded. Over the past week, the price has changed by -3.67%, over one month by +16.55%, over three months by +19.08% and over the past year by +82.21%.
Current recommended Stop Loss: 37.90 (which is 11.5% or 2 ATR below the current price).
Andersen has no consensus analysts rating.
P/S = 5.5251
Revenue TTM = 871.4m USD
EBIT TTM = -153.8m USD
EBITDA TTM = -144.6m USD
Long Term Debt = 279.0m USD (from longTermDebt, last quarter)
Short Term Debt = 64.8m USD (from shortTermDebt, last quarter)
Debt = 560.9m USD (from shortLongTermDebtTotal, last quarter) + Leases 112.2m
Net Debt = 354.1m USD (calculated: Debt 560.9m - CCE 206.8m)
Enterprise Value = 5.17b USD (4.81b + Debt 560.9m - CCE 206.8m)
Interest Coverage Ratio = -5.68 (Ebit TTM -153.8m / Interest Expense TTM 27.1m)
EV/FCF = 33.05x (Enterprise Value 5.17b / FCF TTM 156.4m)
FCF Yield = 3.03% (FCF TTM 156.4m / Enterprise Value 5.17b)
FCF Margin = 17.95% (FCF TTM 156.4m / Revenue TTM 871.4m)
Net Margin = -6.01% (Net Income TTM -52.4m / Revenue TTM 871.4m)
Gross Margin = 25.66% ((Revenue TTM 871.4m - Cost of Revenue TTM 647.8m) / Revenue TTM)
Gross Margin QoQ = 29.94% (prev 92.75%)
Tobins Q-Ratio = 8.49 (Enterprise Value 5.17b / Total Assets 608.6m)
Interest Expense / Debt = 4.82% (Interest Expense 27.1m / Debt 560.9m)
Taxrate = 13.69% (2.81m / 20.6m)
NOPAT = -132.7m (EBIT -153.8m * (1 - 13.69%)) [loss with tax shield]
Current Ratio = 2.36 (Total Current Assets 453.8m / Total Current Liabilities 192.3m)
Debt / Equity = 19.55 (Debt 560.9m / totalStockholderEquity, last quarter 28.7m)
Debt / EBITDA = -2.45 (negative EBITDA) (Net Debt 354.1m / EBITDA -144.6m)
Debt / FCF = 2.26 (Net Debt 354.1m / FCF TTM 156.4m)
Total Stockholder Equity = 21.9m (last 4 quarters mean from totalStockholderEquity)
RoA = -10.40% (Net Income -52.4m / Total Assets 608.6m)
RoE = -239.5% (Net Income TTM -52.4m / Total Stockholder Equity 21.9m)
RoCE = -51.11% (EBIT -153.8m / Capital Employed (Equity 21.9m + L.T.Debt 279.0m))
RoIC = -30.35% (negative operating profit) (NOPAT -132.7m / Invested Capital 437.4m)
WACC = 6.21% (E(4.81b)/V(5.38b) * Re(6.45%) + D(560.9m)/V(5.38b) * Rd(4.82%) * (1-Tc(0.14)))
Discount Rate = 6.45% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 0.0 | Cagr: 0.0%
[DCF] Terminal Value 76.53% ; FCFF base≈151.3m ; Y1≈163.0m ; Y5≈198.8m
[DCF] Fair Price = 208.0 (EV 3.05b - Net Debt 354.1m = Equity 2.69b / Shares 13.0m; r=8.35% [WACC [floored]]; 5y FCF grow 8.81% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 100.00 | Revenue CAGR: 14.55% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.09 | Chg30d=+0.00% | Revisions=-17% | Analysts=6
EPS next Quarter (2026-09-30): EPS=1.16 | Chg30d=+0.00% | Revisions=+38% | Analysts=6
EPS current Year (2026-12-31): EPS=1.76 | Chg30d=+0.00% | Revisions=+67% | GrowthEPS=-9.8% | GrowthRev=+17.0%
EPS next Year (2027-12-31): EPS=2.19 | Chg30d=+0.00% | Revisions=+62% | GrowthEPS=+24.4% | GrowthRev=+13.9%
[Analyst] Revisions Ratio: +59% (up=16, down=3)