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Fundamental Global (FGNX)
NASDAQ:FGNX
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Fundamental Global (FGNX) AI Stock Analysis

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FGNX

Fundamental Global

(NASDAQ:FGNX)

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Neutral 47 (OpenAI - 5.2)
Rating:47Neutral
Price Target:
$6.00
▲(86.92% Upside)
Action:Reiterated
Date:03/27/26
The score is held down primarily by very weak TTM fundamentals (large net loss, negative/volatile revenue, and renewed cash burn) and bearish technical signals (below major moving averages with negative MACD and weak RSI). A strong low-debt balance sheet and positive corporate actions (notably buybacks and preferred dividend continuity) provide some support but are secondary to the current operating and price-trend weakness.
Positive Factors
Low leverage / strong balance sheet
The company’s very low debt burden relative to a large equity base supports solvency and strategic optionality. With minimal leverage, FG Nexus can fund operations, defend against volatility, pursue selective investments or M&A, and sustain capital returns without immediate refinancing pressure.
Negative Factors
Large TTM net loss and negative revenue
Sustained large losses and negative top-line undermine the firm’s ability to convert its sizable capital base into operating profits. Persistent deficits erode retained capital, constrain reinvestment, and raise the bar for management to restore recurring, sustainable earnings over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage / strong balance sheet
The company’s very low debt burden relative to a large equity base supports solvency and strategic optionality. With minimal leverage, FG Nexus can fund operations, defend against volatility, pursue selective investments or M&A, and sustain capital returns without immediate refinancing pressure.
Read all positive factors

Fundamental Global (FGNX) vs. SPDR S&P 500 ETF (SPY)

Fundamental Global Business Overview & Revenue Model

Company Description
FG Nexus Inc. specializes in providing reinsurance, asset management, and merchant banking services. The company was established in October 2012 and operates from its headquarters in Charlotte, NC....
How the Company Makes Money
null...

Fundamental Global Financial Statement Overview

Summary
Operating performance is very weak: TTM shows negative revenue (-$3.8M), a large net loss (-$67.2M) vs. 2024 (-$1.2M), and negative operating/free cash flow (-$8.0M). The main offset is a strong, low-debt balance sheet (TTM debt ~$1.9M vs. equity ~$143.5M), but profitability and cash generation remain the dominant concerns.
Income Statement
18
Very Negative
Balance Sheet
63
Positive
Cash Flow
24
Negative
BreakdownTTMDec 2025Mar 2025Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue-6.82M-2.35M17.35M17.09M12.48M4.15M
Gross Profit-6.97M-2.64M-8.14M-4.38M1.82M-1.60M
EBITDA-91.51M-67.28M-21.81M-11.94M2.68M-5.20M
Net Income-95.62M-68.51M-1.16M-14.08M1.09M-8.51M
Balance Sheet
Total Assets95.68M163.84M109.47M62.14M71.75M75.81M
Cash, Cash Equivalents and Short-Term Investments14.14M13.39M13.56M16.55M3.79M8.73M
Total Debt1.86M1.92M3.74M9.46M8.77M7.29M
Total Liabilities4.93M20.35M35.27M25.14M25.05M23.53M
Stockholders Equity90.75M143.49M74.20M35.15M46.70M52.28M
Cash Flow
Free Cash Flow24.20M-6.25M-4.09M1.42M-11.10M512.00K
Operating Cash Flow-9.56M-6.25M-4.05M1.58M-11.02M2.04M
Investing Cash Flow-102.66M-122.56M13.24M92.00K-3.45M-1.15M
Financing Cash Flow121.91M135.61M-7.38M1.24M1.94M3.25M

Fundamental Global Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3.21
Price Trends
50DMA
6.33
Positive
100DMA
6.34
Positive
200DMA
9.91
Negative
Market Momentum
MACD
0.48
Negative
RSI
67.72
Neutral
STOCH
83.03
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FGNX, the sentiment is Positive. The current price of 3.21 is below the 20-day moving average (MA) of 6.48, below the 50-day MA of 6.33, and below the 200-day MA of 9.91, indicating a neutral trend. The MACD of 0.48 indicates Negative momentum. The RSI at 67.72 is Neutral, neither overbought nor oversold. The STOCH value of 83.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FGNX.

Fundamental Global Risk Analysis

Fundamental Global disclosed 36 risk factors in its most recent earnings report. Fundamental Global reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Fundamental Global Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
81
Outperform
$1.19B10.1917.94%4.78%-4.12%
79
Outperform
$619.32M0.4044.10%9.46%
74
Outperform
$404.19M0.9510.94%5.22%61.37%44.39%
72
Outperform
$2.20B43.36-32.52%17.74%18.77%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
47
Neutral
$41.59M-0.73-71.55%-130.89%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FGNX
Fundamental Global
7.82
-173.03
-95.68%
IGIC
International General Insurance Holdings
27.05
4.44
19.65%
GSHD
GooseHead Insurance
66.95
-20.22
-23.19%
WDH
Waterdrop
1.00
-0.69
-40.93%
YB
Yuanbao, Inc. Unsponsored ADR
13.70
-11.36
-45.34%

Fundamental Global Corporate Events

Business Operations and StrategyExecutive/Board ChangesM&A Transactions
Fundamental Global pivots from digital assets to real estate
Positive
Jul 1, 2026
On June 24, 2026, FG Nexus Inc.’s board approved a strategic shift to formally establish a new real estate operating subsidiary focused on acquiring land-lease manufactured housing properties and to exit its digital asset business, reallocat...
Business Operations and StrategyExecutive/Board ChangesStock BuybackFinancial Disclosures
Fundamental Global slashes digital asset executive compensation
Neutral
Jun 9, 2026
FG Nexus Inc. has sharply reduced compensation for key executives in its Digital Assets Division to reflect a downsized operation in that business line. Effective May 11, 2026, the annual base salaries of President Theodore Rosenthal and Head of B...
Business Operations and StrategyDividends
Fundamental Global Declares 33rd Consecutive Preferred Dividend
Positive
May 19, 2026
On May 18, 2026, FG Nexus Inc. announced that its board declared a quarterly cash dividend of $0.50 per share on its 8.00% Cumulative Preferred Stock, Series A, for the period from March 15, 2026 to June 14, 2026. The dividend, representing the 33...
Business Operations and StrategyM&A Transactions
Fundamental Global Forms Special Committee to Explore Combination
Positive
May 5, 2026
On May 4, 2026, FG Nexus announced that its board had formed a Special Committee made up solely of independent directors to evaluate strategic alternatives. The committee’s first priority is reviewing a previously disclosed potential busines...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Mar 27, 2026