| P/E (FY) | 16.1 | Sales (TTM) | $11.9M |
| Earnings (TTM) | $53.8M | ROE | 4.93% |
| Net Margin | 336.46% | ROIC | −2.67% |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | −8.10% | Sales Growth 3Y | −14.29% |
| Market Cap | $714.7M | Trading Days | 214 |
| 52W High | 41.14 |
| 52W Low | 30.74 |
| % Off High | −18.62% |
| YTD | −10.35% |
Investment Advice 48% · Sub Advisory Fees 19% · Asset Based Advisory Fees 18% · Performance Based Advisory Fees 11% · …
| Ann. Volatility (1Y) | 21.70% | Ann. Volatility (3Y) | 21.70% |
| Sharpe (1Y) | 0.60 | Sharpe (3Y) | 0.60 |
| Max Drawdown (1Y) | −18.01% | Max Drawdown (3Y) | −18.01% |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| NAVI | NAVIENT CORP | $822.3M | — |
| OPY | OPPENHEIMER HOLDINGS INC | $1.27B | 8.6 |
| BULL | Webull Corp | $2.89B | — |
| WT | WisdomTree, Inc. | $2.97B | 25.9 |
| MKTX | MARKETAXESS HOLDINGS INC | $4.34B | 18.4 |
| MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | $4.38B | — |
| VIRT | Virtu Financial, Inc. | $5.01B | 11.4 |
| PIPR | PIPER SANDLER COMPANIES | $5.50B | 19.6 |
| COHN | Cohen & Co Inc. | $81.5M | 3.1 |
| SIEB | SIEBERT FINANCIAL CORP | $65.5M | 12.3 |
| SF | STIFEL FINANCIAL CORP | $9.31B | 14.4 |
| DOMH | Dominari Holdings Inc. | $54.5M |
| — |
