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BRC Group Holdings, Inc. (RILYT) Stock Fundamental Analysis & AI Rating 2026

RILYT Nasdaq Investment Advice DE CIK: 0001464790
Updated This Month • Analysis: Apr 9, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
78% Confidence
AGREEMENT
STRONG SELL
88% Conf
SELL
68% Conf

📊 RILYT Key Takeaways

Revenue: $967.6M
Net Margin: 31.8%
Free Cash Flow: $-63.2M
Current Ratio: 2.24x
Debt/Equity: N/A
EPS: $9.80
AI Rating: STRONG SELL with 88% confidence
BRC Group Holdings, Inc. (RILYT) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $967.6M, net profit margin of 31.8%, BRC Group Holdings, Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete RILYT stock analysis for 2026.

Is BRC Group Holdings, Inc. (RILYT) a Good Investment?

Claude

BRC Group Holdings exhibits critical structural financial distress: negative stockholders' equity of -$171.5M indicates technical insolvency, while operating cash flow of -$59.7M and interest coverage of 0.8x reveal the company cannot sustain operations or meet debt obligations from core business. The $307.4M net income appears driven by non-operating gains rather than sustainable operational performance, masking deteriorating fundamental health.

ChatGPT

Operating profitability is modest while net income far exceeds operating income, indicating reliance on non-operating gains and low earnings quality. The balance sheet is pressured with negative equity, high leverage, sub-1x interest coverage, and negative free cash flow, raising sustainability and refinancing concerns. Liquidity is solid, but clearer, recurring cash generation and deleveraging are needed.

Why Buy BRC Group Holdings, Inc. Stock? RILYT Key Strengths

Claude
  • + Positive operating margin of 7.8% indicates some operational profitability in core business
  • + Current ratio of 2.24x and quick ratio of 1.48x provide short-term liquidity buffer
  • + Revenue base of $967.6M suggests established market presence in investment advisory sector
ChatGPT
  • + Solid liquidity (current 2.24x, quick 1.48x)
  • + Meaningful cash balance ($226.6M)
  • + Positive operating income on ~$968M revenue scale

RILYT Stock Risks: BRC Group Holdings, Inc. Investment Risks

Claude
  • ! Negative stockholders' equity of -$171.5M indicates technical insolvency and balance sheet distress
  • ! Negative operating cash flow of -$59.7M shows core operations are cash-consuming, not cash-generating
  • ! Interest coverage ratio of 0.8x means operating income cannot cover interest expense; debt refinancing risk is acute
  • ! Total liabilities ($1.8B) exceed total assets ($1.7B); high long-term debt of $1.4B is unsustainable
  • ! Large discrepancy between net income ($307.4M) and operating income ($75.6M) suggests non-recurring items masking operational deterioration
ChatGPT
  • ! High leverage and negative equity ($1.43B LT debt; equity <0)
  • ! Interest coverage of 0.8x signals insufficient earnings vs. interest
  • ! Negative operating and free cash flow; potential reliance on non-recurring gains

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Stockholders' equity recovery and resolution of negative equity position
  • * Interest coverage ratio sustainability and debt refinancing schedule
  • * Quality of earnings analysis to identify sources of non-operating income
ChatGPT
  • * Interest coverage
  • * Free cash flow margin

BRC Group Holdings, Inc. (RILYT) Financial Metrics & Key Ratios

Revenue
$967.6M
Net Income
$307.4M
EPS (Diluted)
$9.80
Free Cash Flow
$-63.2M
Total Assets
$1.7B
Cash Position
$226.6M

💡 AI Analyst Insight

Strong liquidity with a 2.24x current ratio provides a solid financial cushion.

RILYT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 7.8%
Net Margin 31.8%
ROE N/A
ROA 18.0%
FCF Margin -6.5%

RILYT vs Market Sector: How BRC Group Holdings, Inc. Compares

How BRC Group Holdings, Inc. compares to Market sector averages

Net Margin
RILYT 31.8%
vs
Sector Avg 12.0%
RILYT Sector
ROE
RILYT 0.0%
vs
Sector Avg 15.0%
RILYT Sector
Current Ratio
RILYT 2.2x
vs
Sector Avg 1.8x
RILYT Sector
Debt/Equity
RILYT 0.0x
vs
Sector Avg 0.7x
RILYT Sector

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

Is BRC Group Holdings, Inc. Stock Overvalued? RILYT Valuation Analysis 2026

Based on fundamental analysis, BRC Group Holdings, Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
31.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

BRC Group Holdings, Inc. Balance Sheet: RILYT Debt, Cash & Liquidity

Current Ratio
2.24x
Quick Ratio
1.48x
Debt/Equity
N/A
Debt/Assets
107.0%
Interest Coverage
0.82x
Long-term Debt
$1.4B

RILYT Revenue & Earnings Growth: 5-Year Financial Trend

RILYT 5-year financial data: Year 2021: Revenue $1.2B, Net Income $81.6M, EPS $2.95. Year 2022: Revenue $1.2B, Net Income $205.1M, EPS $7.56. Year 2023: Revenue $1.3B, Net Income $445.1M, EPS $15.09. Year 2024: Revenue $1.1B, Net Income -$159.8M, EPS $-5.95. Year 2025: Revenue $986.0M, Net Income -$764.3M, EPS $-25.46.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BRC Group Holdings, Inc.'s revenue has declined by 16% over the 5-year period, indicating business contraction. The most recent EPS of $-25.46 indicates the company is currently unprofitable.

RILYT 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
-6.5%
Free cash flow / Revenue

RILYT Quarterly Earnings & Performance

Quarterly financial performance data for BRC Group Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $215.3M $91.1M $2.91
Q2 2025 $188.2M $129.5M $4.11
Q1 2025 $197.2M -$10.0M $-0.39
Q3 2024 $249.4M -$10.3M $-0.56
Q2 2024 $283.9M $46.4M $1.55
Q1 2024 $293.1M $17.2M $0.51
Q3 2023 $209.7M -$10.3M $-0.56
Q2 2023 $180.4M $46.4M $1.55

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

BRC Group Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$59.7M
Cash generated from operations
Capital Expenditures
$3.5M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for BRC Group Holdings, Inc. (CIK: 0001464790)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 4 xslF345X06/ownership.xml View →
Apr 15, 2026 4 xslF345X06/ownership.xml View →
Apr 15, 2026 4 xslF345X06/ownership.xml View →
Apr 15, 2026 4 xslF345X06/ownership.xml View →
Apr 9, 2026 8-K ea0285646-8k_brcgroup.htm View →

Frequently Asked Questions about RILYT

What is the AI rating for RILYT?

BRC Group Holdings, Inc. (RILYT) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are RILYT's key strengths?

Claude: Positive operating margin of 7.8% indicates some operational profitability in core business. Current ratio of 2.24x and quick ratio of 1.48x provide short-term liquidity buffer. ChatGPT: Solid liquidity (current 2.24x, quick 1.48x). Meaningful cash balance ($226.6M).

What are the risks of investing in RILYT?

Claude: Negative stockholders' equity of -$171.5M indicates technical insolvency and balance sheet distress. Negative operating cash flow of -$59.7M shows core operations are cash-consuming, not cash-generating. ChatGPT: High leverage and negative equity ($1.43B LT debt; equity <0). Interest coverage of 0.8x signals insufficient earnings vs. interest.

What is RILYT's revenue and growth?

BRC Group Holdings, Inc. reported revenue of $967.6M.

Does RILYT pay dividends?

BRC Group Holdings, Inc. does not currently pay dividends.

Where can I find RILYT SEC filings?

Official SEC filings for BRC Group Holdings, Inc. (CIK: 0001464790) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RILYT's EPS?

BRC Group Holdings, Inc. has a diluted EPS of $9.80.

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 RILYT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, BRC Group Holdings, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RILYT stock overvalued or undervalued?

Valuation metrics for RILYT: ROE of N/A (sector avg: 15%), net margin of 31.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy RILYT stock in 2026?

Our dual AI analysis gives BRC Group Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is RILYT's free cash flow?

BRC Group Holdings, Inc.'s operating cash flow is $-59.7M, with capital expenditures of $3.5M. FCF margin is -6.5%.

How does RILYT compare to other Market stocks?

Vs Default sector averages: Net margin 31.8% (avg: 12%), ROE N/A (avg: 15%), current ratio 2.24 (avg: 1.8).

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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 9, 2026 | Data as of: 2025-12-31 | Powered by Claude AI