Company Overview
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.
Why Investors Should Care
Revenue has grown at a 14.5% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $838.69M (+14.6% YoY); net profit $-2.32M.
- Trailing 12 Months Year-on-year growth — revenue +23.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 14.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 14.55% |
| 1 Year: | 23.70% |
Stock Price Performance
| 1 Year: | +129.15% |
| 6 Months: | +124.94% |
| 3 Months: | +49.25% |
| 1 Month: | +8.39% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- RSI (14)57.81 · Neutral
P/E of 119.67 is above the sector median of 18.98 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 14.5% over 5 years.
- Generates positive free cash flow.
CONS
- Trading at a high P/E of 119.7.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Consumer Cyclical).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ANDG Andersen Group Inc. | 53.85 | 119.67 | $990.80M | 0.00% | -36.63% | -67.12% | 14.55% | - |
| 2 | AMZN Amazon.com, Inc. NDXSPXR3KAITECH | 256.97 | 20.66 | $2.77T | 0.00% | 13.33% | 30.56% | 24.04% | 32.72% |
| 3 | TSLA Tesla, Inc. NDXSPXR3KAI | 368.16 | 347.32 | $1.45T | 0.00% | 4.10% | 4.67% | 52.40% | 39.39% |
| 4 | HD The Home Depot, Inc. SPXR3K | 313.70 | 21.97 | $312.98B | 3.08% | 28.75% | 104.30% | 4.06% | 6.35% |
| 5 | BABA Alibaba Group Holding Limited AITECH | 112.66 | 25.43 | $280.03B | 0.93% | 4.16% | 6.36% | 5.62% | 12.49% |
| 6 | TM Toyota Motor Corporation | 191.45 | 8.46 | $226.71B | 3.23% | 5.24% | 12.40% | 10.91% | 16.22% |
| 7 | MCD McDonald's Corporation SPXR3K | 255.81 | 20.80 | $181.02B | 2.99% | 22.47% | - | 0.92% | 7.33% |
| 8 | TJX The TJX Companies, Inc. SPXR3K | 128.92 | 23.87 | $142.42B | 1.52% | 21.26% | 62.17% | 6.84% | 8.48% |
| 9 | BKNG Booking Holdings Inc. NDXSPXR3K | 180.30 | 20.03 | $139.71B | 0.87% | 70.23% | -96.88% | 16.93% | 22.07% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2025 | Mar 2026 |
|---|---|---|
| Revenue | 208.07M | 240.75M |
| Operating Income | 52.65M | 24.08M |
| Net Income | - | 494.00K |
| Diluted EPS | - | 0.03 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 639.11M | 731.59M | 838.69M |
| Operating Income | 116.86M | 129.54M | -135.29M |
| Net Income | - | - | -2.32M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Total Assets | - | - | 565.14M |
| Current Assets | - | - | 412.04M |
| Cash & Equivalents | - | - | 250.28M |
| Inventory | - | - | - |
| Receivables | - | - | 123.42M |
| Total Liabilities | - | - | 593.52M |
| Current Liabilities | - | - | 195.81M |
| Long Term Debt | - | - | 287.75M |
| Total Debt | - | 108.06M | 460.52M |
| Total Equity | - | - | -134.73M |
| Shares Outstanding | 109.30M | 109.30M | 111.82M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | 118.07M | 152.31M | 184.62M |
| Investing Cash Flow | -12.62M | -18.46M | 10.61M |
| Financing Cash Flow | -91.24M | -117.57M | -32.94M |
| Capital Expenditure | -4.90M | -8.60M | -10.35M |
| Free Cash Flow | 113.17M | 143.72M | 174.27M |
| Dividends Paid | - | - | 212.20M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | - | - | - |
| Operating Margin % | 18.3% | 17.7% | -16.1% |
| Net Margin % | - | - | -0.3% |
| ROE % | - | - | 1.7% |
| ROCE % | - | - | -36.6% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Brown Advisory Inc. | 15.91% | 2.17M | $119.09M |
| 2 | Durable Capital Partners Lp | 12.27% | 1.67M | $91.86M |
| 3 | JPMORGAN CHASE & CO | 10.38% | 1.41M | $77.69M |
| 4 | Royce & Associates LP | 8.36% | 1.14M | $62.56M |
| 5 | Franklin Resources, Inc. | 6.64% | 904.54K | $49.74M |
| 6 | BAMCO Inc. | 6.62% | 901.87K | $49.59M |
| 7 | Kayne Anderson Rudnick Investment Management LLC | 6.60% | 898.63K | $49.42M |
| 8 | J. Goldman & Co., L.P. | 5.88% | 800.61K | $44.03M |
| 9 | Driehaus Capital Management, LLC | 4.13% | 562.11K | $30.91M |
| 10 | Vanguard Capital Management LLC | 3.76% | 511.83K | $28.15M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ANDG
Andersen Group shares rise 3% after Baird raises price target
Andersen Group Corp (NYSE:ANDG) shares rose 3. 0% in pre-market trading after Baird increased its price target on the stock to $64 from $57 while maintaining an “Outperform” rating.
Can Andersen Group (ANDG) Justify Its Valuation As Fresh Equity Raises New Questions?
Andersen Group (ANDG) has come into focus after completing a follow-on equity offering of $188.5 million in Class A common stock, with 4,284,457 shares priced around $44 each. See our latest analysis for Andersen Group. At a latest share pr…
Andersen Announces Closing of Secondary Offering and Full Exercise of the Underwriters’ Option to Purchase Additional Shares
SAN FRANCISCO, August 21, 2026--Andersen Group Inc. today announced the closing of an underwritten public offering of 4,927,125 shares of its Class A common stock.
Andersen Group Inc (ANDG) (Q2 2026) Earnings Call Highlights: Revenue Surges 23. ...
Andersen Group Inc (ANDG) delivers robust organic growth and margin expansion, while navigating acquisition timing and AI-driven efficiency gains.
Andersen Group Q2 Earnings Call Highlights
Andersen Group (NYSE:ANDG) reported second-quarter revenue that exceeded its prior outlook, driven by broad-based organic growth across service lines and U.S. regions, while management reaffirmed its full-year revenue and adjusted EBITDA gu…
Andersen Group to acquire Andersen Mexico and five other US firms
The deals are expected to contribute approximately $34.5m to Andersen Group’s annual revenue.
ANDG — Frequently Asked Questions
What is the current share price of Andersen Group Inc. (ANDG)?
As of 2026-09-19 21:16 PDT, Andersen Group Inc. (ANDG) trades at $53.85 on NYSE. Its 52-week range is $18.34 to $57.45.
What is the market capitalisation of ANDG?
Andersen Group Inc. (ANDG) has a market capitalisation of $990.80M on NYSE.
What is the P/E ratio of ANDG?
ANDG trades at a trailing price-to-earnings (P/E) ratio of 119.67. The industry average P/E is 18.98. Its price-to-book (P/B) ratio is -0.95.
What is the return on equity (ROE) of ANDG?
ANDG has a return on equity (ROE) of -67.12%. Its return on capital employed (ROCE) is -36.63%.
Is ANDG a good stock to buy?
This page provides a data-driven analysis of Andersen Group Inc. (ANDG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.