Professional
Added to YB: 2025-05-23
Pitch date: 2025-05-22
BGC [neutral]
BGC Group, Inc.
-2.39%
current return
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
Company Info
BGC Group, Inc. operates as a financial brokerage and technology company in the United States, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$4.3B
Pitch Price
$9.20
Price Target
N/A
Dividend
0.87%
EV/EBITDA
N/A
P/E
30.39
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Position Updates - $BGC
BGC (holding update): FMX delays continue with 2yr/5yr futures now live. Rates brokerage +35% y/y with volatility as catalyst. OTC Global acquisition adds $460M revenue (15% above initial est.) but dilutes margins to low-teens vs BGC's 20%+. Energy now ~40% of 2026 rev. Lutnick selling 16.4M shares @ $9.20 to BGC ($151M) & transferring remainder to trust/investors.
Read full article (2 min)