Bridge Investment Group (BRDG) AI Stock Analysis

• Market Cap: $2.55B
• Dividend Yield: 2.68%
• Average Volume (3M): 492.51K
• Price to Earnings (P/E): 72.2
• Beta (1Y): 1.71
• Revenue Growth: -4.35%
• EPS Growth: -281.66%
• Country: US
• Employees: 2,250
• Sector: Financial
• Sector Strength: 72
• Industry: Asset Management
• EPS (TTM): 0.14
• Shares Outstanding: 47,380,207
• 10 Day Avg. Volume: 533,926
• 30 Day Avg. Volume: 492,506
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 0.43
• Enterprise Value/Revenue: 2.78
• Enterprise Value/Gross Profit: 10.38
• Enterprise Value/Ebitda: 40.41
• 1Y Price Target: $10.00
• Price Target Upside: 5.15% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 48 Neutral
• Price Target: $10.00 ▲(5.15% Upside)

Bridge Investment Group's overall stock score is primarily impacted by its financial performance and valuation concerns. The company's declining revenues and profitability, along with a negative P/E ratio, are significant drawbacks. Technical analysis provides mixed signals, with short-term bearish momentum but longer-term bullish trends. Legal challenges related to the merger add uncertainty, further weighing on the stock's outlook.

Positive Factors

Negative Factors

Fundraising Performance

Fundraising of $289m in the 3Q was 64% below expectations, and unchanged from a year ago.

Interest Rates

The recent move higher in 10-year yields risks further delaying the recovery.

Real Estate Market

The cyclical recovery in real estate is taking longer than expected to materialize, which pressures BRDG’s fundraising, fee-related earnings, performance fees, and earnings.

Bridge Investment Group Business Overview & Revenue Model

Company Description

Bridge Investment Group (BRDG) is a leading real estate investment management firm that focuses on providing specialized investment solutions across various sectors, including multifamily, office, senior housing, and industrial properties. The company offers its clients a range of services, including real estate investment management, property management, and development services, leveraging its deep sector expertise and extensive network to generate attractive returns for its investors.

How the Company Makes Money

Bridge Investment Group primarily generates revenue through management fees and performance-based incentives. The company collects management fees based on the assets under management (AUM), which are charged to investors in its various real estate funds. Additionally, Bridge Investment Group earns performance fees, also known as carried interest, which are a percentage of the profits generated by their investments once certain financial benchmarks are met. The firm's revenue is further bolstered by property management fees, which are derived from managing and operating the properties within its portfolio. Significant partnerships with institutional investors and strategic acquisitions also contribute to the firm's earnings by expanding its asset base and enhancing its investment capabilities.

Bridge Investment Group Financial Statement Overview

Summary

Bridge Investment Group shows strong cash flow management with a score of 75, but faces challenges in profitability and leverage, with income statement and balance sheet scores of 55 and 60, respectively. The company's ability to generate free cash flow is a positive factor, but high debt levels relative to equity could pose risks if profitability does not improve.

Income Statement

The income statement shows modest growth and mixed profitability. The TTM data reveals a gross profit margin of 41.8%, which is healthy for the asset management industry. However, the net profit margin is negative at -3.66%, indicating a recent downturn in profitability. Revenue growth from the previous year was minimal at 0.14%, reflecting stagnant revenue performance. The EBIT margin is 15.65%, while the EBITDA margin stands at 13.13%, indicating operational efficiency but declining from prior periods.

Balance Sheet

The balance sheet indicates moderate financial stability. The debt-to-equity ratio is high at 6.34, suggesting significant leverage relative to equity. The return on equity (ROE) is negative at -20.63%, driven by the net loss in the TTM period. The equity ratio is low at 6.19%, indicating limited equity coverage of total assets. Overall, the company is moderately leveraged, which could pose risks if profitability does not improve.

Cash Flow

The cash flow statement reflects strong free cash flow generation, with a free cash flow of $111.2 million. The operating cash flow to net income ratio is robust due to positive operating cash flows despite a net loss. The company has a healthy liquidity position and effective cash management, which is a positive indicator for future operations and financial flexibility.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	397.72M	412.43M	431.79M	478.33M	413.27M	274.12M
Gross Profit	106.54M	161.11M	172.57M	401.92M	505.14M	117.75M
EBITDA	27.35M	46.70M	-53.44M	298.56M	424.55M	173.66M
Net Income	-4.34M	8.01M	-11.90M	21.98M	21.00M	146.92M
Balance Sheet
Total Assets	1.18B	1.25B	1.29B	1.15B	846.29M	426.01M
Cash, Cash Equivalents and Short-Term Investments	87.50M	111.72M	77.54M	198.19M	86.45M	106.88M
Total Debt	447.69M	447.32M	483.95M	323.42M	160.15M	164.17M
Total Liabilities	723.66M	741.48M	743.47M	508.52M	296.56M	224.54M
Stockholders Equity	454.31M	83.42M	74.91M	79.10M	71.79M	186.09M
Cash Flow
Free Cash Flow	95.32M	145.21M	172.41M	225.13M	208.10M	129.83M
Operating Cash Flow	95.22M	145.21M	174.81M	228.35M	209.22M	130.10M
Investing Cash Flow	-3.75M	10.67M	-343.21M	-21.88M	-114.26M	-47.81M
Financing Cash Flow	-92.32M	-120.71M	42.39M	-97.08M	-118.45M	-35.04M

Bridge Investment Group Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 9.51
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BRDG, the sentiment is Neutral. The current price of 9.51 is below the 20-day moving average (MA) of 9.84, below the 50-day MA of 10.03, and above the 200-day MA of 9.23, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 41.65 is Neutral, neither overbought nor oversold. The STOCH value of 20.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BRDG.

Bridge Investment Group Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VCTR	81 Outperform	$4.78B	17.58	15.59%	2.53%	19.81%	12.83%
FHI	78 Outperform	$4.12B	11.89	32.69%	2.40%	5.92%	54.93%
AB	76 Outperform	$4.39B	11.96	18.55%	8.51%	―	16.78%
APAM	69 Neutral	$3.79B	12.60	67.97%	7.59%	9.98%	12.97%
Sector *	68 Neutral	$17.82B	11.90	10.30%	3.72%	9.69%	0.80%
GCMG	64 Neutral	$2.53B	91.51	-12.68%	3.37%	15.78%	56.27%
BRDG	48 Neutral	$2.55B	72.24	-18.73%	2.68%	-4.35%	-281.66%

Bridge Investment Group Corporate Events

Bridge Investment Group Approves Merger with Apollo

On June 17, 2025, Bridge Investment Group Holdings Inc. held a special meeting where stockholders voted on two proposals. The first proposal, to adopt the Agreement and Plan of Merger with Apollo Global Management and other entities, was approved. The second proposal, to allow adjournment of the meeting if necessary to solicit additional proxies, was also approved.

The most recent analyst rating on (BRDG) stock is a Hold with a $10.00 price target. To see the full list of analyst forecasts on Bridge Investment Group stock, see the BRDG Stock Forecast page.

Bridge Investment Group Faces Legal Challenges Over Merger

On February 23, 2025, Bridge Investment Group Holdings Inc. entered into a merger agreement with Apollo Global Management, which will result in Bridge becoming a wholly-owned subsidiary of Apollo. This merger has led to legal challenges from Bridge stockholders who allege deficiencies in the merger-related disclosures. Bridge has decided to supplement these disclosures to avoid litigation delays, although it denies any wrongdoing.

The most recent analyst rating on (BRDG) stock is a Hold with a $10.00 price target. To see the full list of analyst forecasts on Bridge Investment Group stock, see the BRDG Stock Forecast page.