Andersen Group Inc. (ANDG) AI Stock Analysis
ANDG AI stock analysis summary
AI ResearchAndersen Group Inc. (ANDG) provides independent tax, valuation, and financial advisory services across the United States. Revenue reached $913.0M over the trailing twelve months, supported by a 23.7% year-over-year quarterly revenue increase in the quarter ended June 30, 2026. However, the company reported shareholders' equity of -$775.3M and a trailing twelve-month operating margin of -4.1%.
- Market cap
- $1.08B
- Revenue (TTM)
- $913.0M
- P/E
- 19.0x
- 1Y return
- — S&P 500 16.8%
- Avg. target
- $59.86 2.7% vs last close
Bull case
- Trailing twelve months revenue expanded to $913.0M, supported by a 23.7% year-over-year revenue increase in the quarter ended June 30, 2026.
- Free cash flow reached $173.6M in FY2025, up from $143.7M in FY2024 and $113.2M in FY2023.
- Analysts project next fiscal year revenue to reach $1.17B, representing estimated top-line growth of 18.4%.
Bear case
- The balance sheet reflects shareholders' equity of -$775.3M and net debt of $236.7M as of June 30, 2026.
- Net income dropped from $134.8M in FY2024 to -$2.3M in FY2025 as operating margin decreased to 6.9%.
- Short interest is elevated, with short percent of float standing at 30.1%.
What Andersen does
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. Its private client services address client matters involving multigenerational wealth, charitable giving, and trust and estate planning. The company delivers business tax services, including integrated tax-related consulting and compliance management. In addition, it serves alternative investment funds such as family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts. Andersen Group Inc. also offers valuation services to help clients navigate tax laws and regulatory requirements.
Growth and profitability
Andersen Group delivered revenue of $639.1M in FY2023, expanding 14.5% to $731.6M in FY2024 and 14.6% to $838.7M in FY2025, reflecting a two-year revenue CAGR of 14.6%. Gross margin compressed from 36.2% in FY2023 to 35.7% in FY2024 and 28.0% in FY2025. Operating margin declined from 18.3% in FY2023 to 17.7% in FY2024 and 6.9% in FY2025, while net income shifted from $118.7M in FY2023 and $134.8M in FY2024 to -$2.3M in FY2025. Over the trailing twelve months, revenue totaled $913.0M with a profit margin of 4.7% and an operating margin of -4.1%. For the latest quarter ended June 30, 2026, quarterly revenue increased 23.7% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, the company held $177.7M in cash and short-term investments alongside total debt of $414.4M, resulting in net debt of $236.7M. Total assets stood at $571.5M against shareholders' equity of -$775.3M, while the current ratio was 2.19. In FY2025, operating cash flow reached $184.6M and free cash flow was $173.6M. Cash use during FY2025 included capital expenditures of $11.1M and dividends paid of $212.2M.
Valuation and performance
ANDG shares closed at $58.27 on October 16, 2026, representing a year-to-date return of 124.7% and standing 56.2% above the 200-day average, compared to a 16.8% one-year return for the S&P 500 (SPY). The company trades at a trailing price-to-earnings multiple of 19.0x, slightly higher than the 18.0x median of its US-listed Consumer Cyclical peers. Its price-to-sales ratio of 1.2x and enterprise value of $1.22B, or 1.3x EV-to-revenue, compare to a peer group median price-to-sales of 0.7x. The company's 52-week trading range spans from $16.00 to $60.16.
What analysts expect
Wall Street analysts have 5 Strong Buy and 3 Hold ratings on ANDG, with no Buy, Sell, or Strong Sell recommendations. The mean price target is $59.86, indicating 2.7% potential upside above the last close of $58.27. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $992.8M and EPS of $1.87, representing an EPS decline of 4.3%. For the next fiscal year, 8 analysts estimate revenue of $1.17B and EPS of $2.28. The company has beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 11, 2026.
Key risks and what to watch
- Operating margin over the trailing twelve months was -4.1%, trailing the US-listed Consumer Cyclical median of 8.8%.
- The company carries total debt of $414.4M against $177.7M in cash and short-term investments as of June 30, 2026.
- EPS for the fiscal year ending December 31, 2026, is estimated to decline 4.3% to $1.87.
- Return on equity over the trailing twelve months stands at -67.1%, driven by negative equity on the balance sheet.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ANDG AI stock analysis
This page is an AI-written research summary of Andersen Group Inc. (ANDG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ANDG income statement, ANDG balance sheet, ANDG key metrics, ANDG analyst forecast, ANDG chart. See the ANDG stock overview for the latest quote and news.
ANDG AI stock analysis FAQ
When does Andersen Group report its next earnings?
Andersen Group is scheduled to report its next earnings on November 11, 2026.
What is the consensus analyst price target for ANDG?
The mean analyst price target is $59.86, which is 2.7% above the last closing price of $58.27 on October 16, 2026.
Does Andersen Group pay a regular dividend?
The company paid $212.2M in dividends during FY2025, but it does not have regular ongoing dividend yield metrics reported.
How fast is Andersen Group growing its revenue?
The company achieved a 14.6% two-year revenue CAGR from FY2023 to FY2025, reaching $838.7M, and generated 23.7% year-over-year revenue growth in the quarter ended June 30, 2026.