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MGHL Stock Analysis 2026 - MORGAN GROUP HOLDING CO AI Rating

MGHL OTC Security & Commodity Brokers, Dealers, Exchanges & Services CIK: 0001162283
Recently Updated • Analysis: Apr 1, 2026 • SEC Data: 2023-09-30
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 MGHL Key Takeaways

Revenue: $1.5M
Net Margin: -61.1%
Free Cash Flow: $-995.9K
Current Ratio: 4.89x
Debt/Equity: 0.00x
EPS: $-1.48
AI Rating: STRONG SELL with 92% confidence

Is MGHL a Good Investment? Thesis Analysis

Claude

Morgan Group Holding Co faces severe operational distress with negative operating margins of -61.1% and operating cash flow of -$995.9K, indicating the company is burning through cash despite modest revenue growth. The negative net income of -$888.4K combined with deteriorating profitability trends and lack of insider confidence (zero Form 4 filings) suggests fundamental business model challenges. While strong liquidity metrics provide a temporary buffer, the company's inability to generate positive cash flow or profitability in its core business operations presents unacceptable risk.

Why Buy MGHL? Key Strengths

Claude
  • + Strong current ratio of 4.89x provides adequate short-term liquidity cushion
  • + Modest revenue growth of 3.5% YoY demonstrates some demand persistence
  • + No long-term debt reduces financial leverage risk and obligation burden

MGHL Investment Risks to Consider

Claude
  • ! Severe negative operating margins at -61.1% indicate structural unprofitability and unsustainable cost structure
  • ! Operating cash flow of -$995.9K shows the company is consuming cash at an unsustainable rate despite positive revenue
  • ! Deteriorating EPS of -$1.48 and negative ROE of -74.1% demonstrate value destruction for shareholders
  • ! Zero insider Form 4 filings in 90 days suggest lack of insider confidence in company direction
  • ! Cash depletion timeline unclear but with current burn rate, liquidity advantage will evaporate within 1-2 years

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Operating margin improvement and cost structure optimization initiatives
  • * Cash runway and management's stated plans for achieving profitability
  • * Revenue quality and customer concentration metrics
  • * Insider stock transactions and management confidence indicators

MGHL Financial Metrics

Revenue
$1.5M
Net Income
$-888.4K
EPS (Diluted)
$-1.48
Free Cash Flow
$-995.9K
Total Assets
$2.0M
Cash Position
$1.3M

💡 AI Analyst Insight

Strong liquidity with a 4.89x current ratio provides a solid financial cushion.

MGHL Profitability Ratios

Gross Margin N/A
Operating Margin -61.1%
Net Margin -61.1%
ROE -74.1%
ROA -45.2%
FCF Margin -68.5%

MGHL vs Finance Sector

How MORGAN GROUP HOLDING CO compares to Finance sector averages

Net Margin
MGHL -61.1%
vs
Sector Avg 25.0%
MGHL Sector
ROE
MGHL -74.1%
vs
Sector Avg 12.0%
MGHL Sector
Current Ratio
MGHL 4.9x
vs
Sector Avg 1.2x
MGHL Sector
Debt/Equity
MGHL 0.0x
vs
Sector Avg 2.0x
MGHL Sector

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

Is MGHL Overvalued or Undervalued?

Based on fundamental analysis, MORGAN GROUP HOLDING CO has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-74.1%
Sector avg: 12%
Net Profit Margin
-61.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

MGHL Balance Sheet & Liquidity

Current Ratio
4.89x
Quick Ratio
4.89x
Debt/Equity
0.00x
Debt/Assets
39.0%
Interest Coverage
N/A
Long-term Debt
N/A

MGHL 5-Year Financial Trend & Growth Analysis

MGHL 5-year financial data: Year 2019: Revenue $9.0M, Net Income -$20.3M, EPS $-0.37. Year 2020: Revenue $9.0M, Net Income -$1.9M, EPS $-3.42. Year 2021: Revenue $4.4M, Net Income -$1.4M, EPS $-2.38. Year 2022: Revenue $3.0M, Net Income -$1.6M, EPS $-2.62.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: MORGAN GROUP HOLDING CO's revenue has declined by 67% over the 5-year period, indicating business contraction. The most recent EPS of $-2.62 indicates the company is currently unprofitable.

MGHL 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
-68.5%
Free cash flow / Revenue

MGHL Quarterly Performance

Quarterly financial performance data for MORGAN GROUP HOLDING CO including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2023 $413.3K -$189.0K $-0.31
Q2 2023 $469.0K -$276.4K $-0.59
Q1 2023 $497.2K -$276.4K $-0.46
Q3 2022 $389.8K -$189.0K $-0.31
Q2 2022 $449.7K -$347.1K $-0.59
Q1 2022 $503.7K -$347.1K $-0.58
Q3 2021 $473.0K -$264.2K $-0.44
Q2 2021 $566.4K -$282.5K $-0.52

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

MGHL Capital Allocation

Operating Cash Flow
-$995.9K
Cash generated from operations
Dividends
None
No dividend program

MGHL SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for MORGAN GROUP HOLDING CO (CIK: 0001162283)

📋 Recent SEC Filings

Date Form Document Action
Nov 29, 2023 10-Q/A ef20015568_10qa.htm View →
Nov 27, 2023 8-K ef20015331_8k.htm View →
Nov 20, 2023 10-Q ef20012487_10q.htm View →
Aug 14, 2023 10-Q brhc20057436_10q.htm View →
May 15, 2023 10-Q brhc20052784_10q.htm View →

Frequently Asked Questions about MGHL

What is the AI rating for MGHL?

MORGAN GROUP HOLDING CO (MGHL) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are MGHL's key strengths?

Claude: Strong current ratio of 4.89x provides adequate short-term liquidity cushion. Modest revenue growth of 3.5% YoY demonstrates some demand persistence.

What are the risks of investing in MGHL?

Claude: Severe negative operating margins at -61.1% indicate structural unprofitability and unsustainable cost structure. Operating cash flow of -$995.9K shows the company is consuming cash at an unsustainable rate despite positive revenue.

What is MGHL's revenue and growth?

MORGAN GROUP HOLDING CO reported revenue of $1.5M.

Does MGHL pay dividends?

MORGAN GROUP HOLDING CO does not currently pay dividends.

Where can I find MGHL SEC filings?

Official SEC filings for MORGAN GROUP HOLDING CO (CIK: 0001162283) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MGHL's EPS?

MORGAN GROUP HOLDING CO has a diluted EPS of $-1.48.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MGHL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, MORGAN GROUP HOLDING CO has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MGHL stock overvalued or undervalued?

Valuation metrics for MGHL: ROE of -74.1% (sector avg: 12%), net margin of -61.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy MGHL stock in 2026?

Our dual AI analysis gives MORGAN GROUP HOLDING CO a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MGHL's free cash flow?

MORGAN GROUP HOLDING CO's operating cash flow is $-995.9K, with capital expenditures of $0.0. FCF margin is -68.5%.

How does MGHL compare to other Finance stocks?

Vs Finance sector averages: Net margin -61.1% (avg: 25%), ROE -74.1% (avg: 12%), current ratio 4.89 (avg: 1.2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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: Apr 1, 2026 | Data as of: 2023-09-30 | Powered by Claude AI