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COHN Stock Analysis - Cohen & Co Inc. AI Rating

COHN NYSE Security Brokers, Dealers & Flotation Companies MD CIK: 0001270436
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 COHN Key Takeaways

Revenue: $275.6M
Net Margin: 5.2%
Free Cash Flow: $26.1M
Current Ratio: N/A
Debt/Equity: 0.64x
EPS: $4.35
AI Rating: HOLD with 62% confidence

Investment Thesis

Cohen & Co demonstrates strong revenue growth (+611.4% YoY) and solid operating profitability with a 21.6% operating margin, but significant concerns around margin compression (net income declined 64% YoY despite massive revenue growth) and weak interest coverage (1.7x) limit conviction. The company shows reasonable free cash flow generation and acceptable leverage, but the disconnect between revenue growth and net income decline suggests operational or cost structure challenges requiring clarification.

COHN Strengths

  • + Exceptional revenue growth of 611.4% YoY indicates strong market demand and business expansion
  • + Strong operating margin of 21.6% demonstrates operational efficiency at the core business level
  • + Healthy free cash flow generation of $26.1M (9.5% FCF margin) provides financial flexibility
  • + Solid ROE of 28.3% indicates efficient use of shareholder capital
  • + Moderate leverage with debt-to-equity ratio of 0.64x suggests conservative capital structure

COHN Risks

  • ! Net income declined 64% YoY despite 611.4% revenue growth, indicating severe margin compression and potential cost control issues
  • ! Weak interest coverage ratio of 1.7x provides minimal debt service cushion and limits financial flexibility
  • ! ROA of only 2.1% is concerning given $700.6M in total assets, suggesting inefficient asset utilization or asset quality concerns
  • ! Elevated insider activity (10 Form 4 filings in 90 days) may indicate opportunistic selling or leadership transitions
  • ! High leverage in a broker-dealer sector (liabilities of $597.5M vs equity of $51.1M) increases sensitivity to market dislocations

Key Metrics to Watch

COHN Financial Metrics

Revenue
$275.6M
Net Income
$14.4M
EPS (Diluted)
$4.35
Free Cash Flow
$26.1M
Total Assets
$700.6M
Cash Position
$56.8M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

COHN Profitability Ratios

Gross Margin N/A
Operating Margin 21.6%
Net Margin 5.2%
ROE 28.3%
ROA 2.1%
FCF Margin 9.5%

COHN vs Finance Sector

How Cohen & Co Inc. compares to Finance sector averages

Net Margin
COHN 5.2%
vs
Sector Avg 25.0%
COHN Sector
ROE
COHN 28.3%
vs
Sector Avg 12.0%
COHN Sector
Current Ratio
COHN 0.0x
vs
Sector Avg 1.2x
COHN Sector
Debt/Equity
COHN 0.6x
vs
Sector Avg 2.0x
COHN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

COHN Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.64x
Debt/Assets
85.3%
Interest Coverage
1.69x
Long-term Debt
$32.9M

COHN 5-Year Financial Trend

COHN 5-year financial data: Year 2021: Revenue $146.4M, Net Income -$2.1M, EPS $-1.81. Year 2022: Revenue $146.4M, Net Income $14.2M, EPS $7.66. Year 2023: Revenue $146.4M, Net Income $11.8M, EPS $7.83. Year 2024: Revenue $83.0M, Net Income -$13.4M, EPS $-9.43. Year 2025: Revenue $275.6M, Net Income -$5.1M, EPS $-3.38.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cohen & Co Inc.'s revenue has grown significantly by 88% over the 5-year period, indicating strong business expansion. The most recent EPS of $-3.38 indicates the company is currently unprofitable.

COHN Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.5%
Free cash flow / Revenue

COHN Quarterly Performance

Quarterly financial performance data for Cohen & Co Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $31.7M $1.8M $1.12
Q2 2025 $10.8M -$326.0K $-0.20
Q1 2025 $18.6M $329.0K $0.19
Q3 2024 $17.1M -$423.0K $-0.28
Q2 2024 $10.8M -$326.0K $-0.20
Q1 2024 $8.8M $2.0M $1.28
Q3 2023 $17.1M -$423.0K $-0.28
Q2 2023 $8.5M -$1.9M $-1.53

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

COHN Capital Allocation

Operating Cash Flow
$27.4M
Cash generated from operations
Capital Expenditures
$1.3M
Investment in assets
Dividends Paid
$2.1M
Returned to shareholders

COHN SEC Filings

Access official SEC EDGAR filings for Cohen & Co Inc. (CIK: 0001270436)

📋 Recent SEC Filings

Date Form Document Action
Mar 6, 2026 4 xslF345X05/tm267923-3_4seq1.xml View →
Mar 6, 2026 4 xslF345X05/tm267923-2_4seq1.xml View →
Mar 6, 2026 8-K tm268153d1_8k.htm View →
Mar 6, 2026 4 xslF345X05/tm267923-1_4seq1.xml View →
Mar 6, 2026 10-K cohn20251231_10k.htm View →

Frequently Asked Questions about COHN

What is the AI rating for COHN?

Cohen & Co Inc. (COHN) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are COHN's key strengths?

Exceptional revenue growth of 611.4% YoY indicates strong market demand and business expansion. Strong operating margin of 21.6% demonstrates operational efficiency at the core business level.

What are the risks of investing in COHN?

Net income declined 64% YoY despite 611.4% revenue growth, indicating severe margin compression and potential cost control issues. Weak interest coverage ratio of 1.7x provides minimal debt service cushion and limits financial flexibility.

What is COHN's revenue and growth?

Cohen & Co Inc. reported revenue of $275.6M.

Does COHN pay dividends?

Cohen & Co Inc. pays dividends, with $2.1M distributed to shareholders in the trailing twelve months.

Where can I find COHN SEC filings?

Official SEC filings for Cohen & Co Inc. (CIK: 0001270436) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is COHN's EPS?

Cohen & Co Inc. has a diluted EPS of $4.35.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI