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Morgan Group Holding Co (MGHL) Stock Fundamental Analysis & AI Rating 2026

MGHL OTC Security & Commodity Brokers, Dealers, Exchanges & Services CIK: 0001162283
Updated This Month • Analysis: Apr 1, 2026 • SEC Data: 2023-09-30
Combined AI Rating
STRONG SELL
88% Confidence
STRONG AGREEMENT
STRONG SELL
92% Conf
STRONG SELL
85% Conf

📊 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
Morgan Group Holding Co (MGHL) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.5M, net profit margin of -61.1%, and return on equity (ROE) of -74.1%, Morgan Group Holding Co demonstrates mixed fundamentals in the Services sector. Below is our complete MGHL stock analysis for 2026.

Is Morgan Group Holding Co (MGHL) a Good Investment?

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.

ChatGPT

Morgan Group Holding Co shows weak fundamentals driven by persistent losses, deeply negative margins, and negative operating cash flow that exceeds its modest revenue base. While the balance sheet is currently supported by high cash relative to liabilities and no meaningful leverage, the business lacks evidence of scalable, sustainable profitability and the data is stale, reducing confidence in any turnaround case.

Why Buy Morgan Group Holding Co Stock? 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
ChatGPT
  • + Strong liquidity with a 4.89x current and quick ratio
  • + Cash of $1.29M covers a large portion of the company's $766.18K liabilities
  • + No meaningful debt leverage, which limits financial distress from interest burden

MGHL Stock Risks: Morgan Group Holding Co Investment Risks

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
ChatGPT
  • ! Operating and net margins are severely negative at -61.1%, indicating an unprofitable core business
  • ! Operating cash flow and free cash flow are both about -$996K, suggesting ongoing cash burn
  • ! Revenue growth of only 3.5% is too weak to offset losses and does not indicate improving operating leverage

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
ChatGPT
  • * Operating cash flow trend relative to cash balance
  • * Revenue growth alongside operating margin improvement

Morgan Group Holding Co (MGHL) Financial Metrics & Key Ratios

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 Profit Margin, ROE & Profitability Analysis

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

MGHL vs Services Sector: How Morgan Group Holding Co Compares

How Morgan Group Holding Co compares to Services sector averages

Net Margin
MGHL -61.1%
vs
Sector Avg 10.0%
MGHL Sector
ROE
MGHL -74.1%
vs
Sector Avg 16.0%
MGHL Sector
Current Ratio
MGHL 4.9x
vs
Sector Avg 1.5x
MGHL Sector
Debt/Equity
MGHL 0.0x
vs
Sector Avg 0.7x
MGHL Sector

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

Is Morgan Group Holding Co Stock Overvalued? MGHL Valuation Analysis 2026

Based on fundamental analysis, Morgan Group Holding Co has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
-74.1%
Sector avg: 16%
Net Profit Margin
-61.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Morgan Group Holding Co Balance Sheet: MGHL Debt, Cash & 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 Revenue & Earnings Growth: 5-Year Financial Trend

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 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
-68.5%
Free cash flow / Revenue

MGHL Quarterly Earnings & 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.

Morgan Group Holding Co Dividends, Buybacks & Capital Allocation

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

MGHL SEC Filings: Latest 10-K & 10-Q 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 a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 88% combined 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. ChatGPT: Strong liquidity with a 4.89x current and quick ratio. Cash of $1.29M covers a large portion of the company's $766.18K liabilities.

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. ChatGPT: Operating and net margins are severely negative at -61.1%, indicating an unprofitable core business. Operating cash flow and free cash flow are both about -$996K, suggesting ongoing cash burn.

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 88% 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: 16%), net margin of -61.1% (sector avg: 10%). 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 Services stocks?

Vs Services sector averages: Net margin -61.1% (avg: 10%), ROE -74.1% (avg: 16%), current ratio 4.89 (avg: 1.5).

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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: Apr 1, 2026 | Data as of: 2023-09-30 | Powered by Claude AI