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BGC Group, Inc. (BGC) Stock Fundamental Analysis & AI Rating 2026

BGC Nasdaq Security & Commodity Brokers, Dealers, Exchanges & Services CIK: 0001094831
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
74% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
75% Conf

📊 BGC Key Takeaways

Revenue: $2.9B
Net Margin: 5.3%
Free Cash Flow: $372.9M
Current Ratio: N/A
Debt/Equity: 1.58x
EPS: $0.31
AI Rating: BUY with 72% confidence
BGC Group, Inc. (BGC) receives a BUY rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.9B, net profit margin of 5.3%, and return on equity (ROE) of 15.9%, BGC Group, Inc. demonstrates strong fundamentals in the Services sector. Below is our complete BGC stock analysis for 2026.

Is BGC Group, Inc. (BGC) a Good Investment?

Claude

BGC demonstrates solid fundamental strength with robust revenue growth of 20.5% YoY, strong free cash flow generation of $372.9M (12.7% FCF margin), and healthy profitability metrics (5.3% net margin, 15.9% ROE). The company maintains adequate financial flexibility with $851.5M in cash and a manageable 10.6x interest coverage ratio, supporting its capital-light business model.

ChatGPT

BGC Group shows strong fundamental momentum with 20.5% revenue growth and very strong free cash flow generation, indicating that recent expansion is translating into real cash earnings. Profitability is still moderate rather than exceptional, but solid interest coverage, ample cash, and healthy returns on equity support a favorable view despite elevated leverage.

Why Buy BGC Group, Inc. Stock? BGC Key Strengths

Claude
  • + Strong revenue growth of 20.5% YoY indicating market share gains and operational momentum
  • + Excellent free cash flow conversion with FCF of $372.9M representing 12.7% of revenue
  • + Solid profitability with 5.3% net margin and 15.9% ROE demonstrating effective capital utilization
  • + Robust interest coverage of 10.6x indicating low debt distress risk
  • + Substantial cash position of $851.5M providing strategic flexibility
ChatGPT
  • + Strong top-line growth with revenue up 20.5% year over year
  • + Robust cash generation with $372.87M in free cash flow and a 12.7% FCF margin
  • + Good debt service capacity supported by 10.6x interest coverage and $851.50M in cash

BGC Stock Risks: BGC Group, Inc. Investment Risks

Claude
  • ! Elevated leverage with 1.58x debt-to-equity ratio and $1.5B long-term debt requiring ongoing management
  • ! Net income growth of 4.3% YoY significantly lagging revenue growth, suggesting margin pressure or cost headwinds
  • ! Modest operating margin of 7.3% leaves limited cushion for economic downturns in the brokerage sector
  • ! Capital structure shows total liabilities of $3.3B against $972.5M equity, indicating financial engineering concentration
ChatGPT
  • ! Leverage is meaningful with debt-to-equity of 1.58x and $1.54B in long-term debt
  • ! Net income growth of 4.3% trails revenue growth, suggesting margin pressure or higher expense burden
  • ! Operating and net margins remain relatively modest at 7.3% and 5.3%, limiting downside protection if market conditions weaken

Key Metrics to Watch

Claude
  • * Operating margin trend - monitor for sustained pressure given revenue-to-income growth divergence
  • * Free cash flow consistency - verify sustainability of $372.9M FCF generation
  • * Debt reduction trajectory - track progress on deleveraging from 1.58x ratio
  • * Revenue growth sustainability - assess whether 20.5% growth rate persists or moderates
ChatGPT
  • * Operating margin trend
  • * Free cash flow consistency

BGC Group, Inc. (BGC) Financial Metrics & Key Ratios

Revenue
$2.9B
Net Income
$155.0M
EPS (Diluted)
$0.31
Free Cash Flow
$372.9M
Total Assets
$4.4B
Cash Position
$851.5M

💡 AI Analyst Insight

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

BGC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 7.3%
Net Margin 5.3%
ROE 15.9%
ROA 3.5%
FCF Margin 12.7%

BGC vs Services Sector: How BGC Group, Inc. Compares

How BGC Group, Inc. compares to Services sector averages

Net Margin
BGC 5.3%
vs
Sector Avg 10.0%
BGC Sector
ROE
BGC 15.9%
vs
Sector Avg 16.0%
BGC Sector
Current Ratio
BGC 0.0x
vs
Sector Avg 1.5x
BGC Sector
Debt/Equity
BGC 1.6x
vs
Sector Avg 0.7x
BGC Sector

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

Is BGC Group, Inc. Stock Overvalued? BGC Valuation Analysis 2026

Based on fundamental analysis, BGC Group, Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
15.9%
Sector avg: 16%
Net Profit Margin
5.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.58x
Sector avg: 0.7x

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.

BGC Group, Inc. Balance Sheet: BGC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.58x
Debt/Assets
74.0%
Interest Coverage
10.62x
Long-term Debt
$1.5B

BGC Revenue & Earnings Growth: 5-Year Financial Trend

BGC 5-year financial data: Year 2021: Revenue $1.8B, Net Income $43.9M, EPS $0.12. Year 2022: Revenue $1.7B, Net Income $45.1M, EPS $0.12. Year 2023: Revenue $1.7B, Net Income $124.0M, EPS $0.32. Year 2024: Revenue $1.8B, Net Income $48.7M, EPS $0.13. Year 2025: Revenue $2.4B, Net Income $36.3M, EPS $0.07.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BGC Group, Inc.'s revenue has grown significantly by 39% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.07 reflects profitable operations.

BGC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.7%
Free cash flow / Revenue

BGC Quarterly Earnings & Performance

Quarterly financial performance data for BGC Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $448.9M $14.7M $0.03
Q2 2025 $435.0M $37.8M $0.08
Q1 2025 $453.6M $49.2M $0.10
Q3 2024 $385.7M $14.7M $0.03
Q2 2024 $384.6M -$726.0K $0.00
Q1 2024 $410.8M $19.0M $0.05
Q3 2023 $331.4M $5.8M $0.01
Q2 2023 $339.1M -$726.0K $0.00

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

BGC Group, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$394.4M
Cash generated from operations
Stock Buybacks
$281.5M
Shares repurchased (TTM)
Capital Expenditures
$21.5M
Investment in assets
Dividends Paid
$39.0M
Returned to shareholders

BGC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for BGC Group, Inc. (CIK: 0001094831)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 1, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 1, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 1, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 1, 2026 4 xslF345X06/rdgdoc.xml View →

Frequently Asked Questions about BGC

What is the AI rating for BGC?

BGC Group, Inc. (BGC) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BGC's key strengths?

Claude: Strong revenue growth of 20.5% YoY indicating market share gains and operational momentum. Excellent free cash flow conversion with FCF of $372.9M representing 12.7% of revenue. ChatGPT: Strong top-line growth with revenue up 20.5% year over year. Robust cash generation with $372.87M in free cash flow and a 12.7% FCF margin.

What are the risks of investing in BGC?

Claude: Elevated leverage with 1.58x debt-to-equity ratio and $1.5B long-term debt requiring ongoing management. Net income growth of 4.3% YoY significantly lagging revenue growth, suggesting margin pressure or cost headwinds. ChatGPT: Leverage is meaningful with debt-to-equity of 1.58x and $1.54B in long-term debt. Net income growth of 4.3% trails revenue growth, suggesting margin pressure or higher expense burden.

What is BGC's revenue and growth?

BGC Group, Inc. reported revenue of $2.9B.

Does BGC pay dividends?

BGC Group, Inc. pays dividends, with $39.0M distributed to shareholders in the trailing twelve months.

Where can I find BGC SEC filings?

Official SEC filings for BGC Group, Inc. (CIK: 0001094831) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BGC's EPS?

BGC Group, Inc. has a diluted EPS of $0.31.

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 BGC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, BGC Group, Inc. has a BUY rating with 74% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is BGC stock overvalued or undervalued?

Valuation metrics for BGC: ROE of 15.9% (sector avg: 16%), net margin of 5.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy BGC stock in 2026?

Our dual AI analysis gives BGC Group, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BGC's free cash flow?

BGC Group, Inc.'s operating cash flow is $394.4M, with capital expenditures of $21.5M. FCF margin is 12.7%.

How does BGC compare to other Services stocks?

Vs Services sector averages: Net margin 5.3% (avg: 10%), ROE 15.9% (avg: 16%), current ratio N/A (avg: 1.5).

Is BGC Group, Inc. carrying too much debt?

BGC has a debt-to-equity ratio of 1.58x, which is above the Services sector average of 0.7x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI