Fortress Investment Group (NYSE: FIG) is one of 53 publicly-traded companies in the “Investment Management & Fund Operators” industry, but how does it weigh in compared to its competitors? We will compare Fortress Investment Group to similar businesses based on the strength of its risk, valuation, dividends, profitability, analyst recommendations, institutional ownership and earnings.

Profitability

This table compares Fortress Investment Group and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Fortress Investment Group 10.61% 38.79% 15.58%
Fortress Investment Group Competitors -46.91% 10.48% 5.74%

Earnings and Valuation

This table compares Fortress Investment Group and its competitors top-line revenue, earnings per share and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Fortress Investment Group $950.66 million $273.52 million 18.13
Fortress Investment Group Competitors $3.00 billion $961.92 million 6.47

Fortress Investment Group’s competitors have higher revenue and earnings than Fortress Investment Group. Fortress Investment Group is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Dividends

Fortress Investment Group pays an annual dividend of $0.36 per share and has a dividend yield of 4.5%. Fortress Investment Group pays out 81.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Investment Management & Fund Operators” companies pay a dividend yield of 2.8% and pay out 49.4% of their earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of recent recommendations for Fortress Investment Group and its competitors, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fortress Investment Group 0 4 0 0 2.00
Fortress Investment Group Competitors 357 1776 1793 62 2.39

Fortress Investment Group currently has a consensus price target of $6.00, suggesting a potential downside of 24.76%. As a group, “Investment Management & Fund Operators” companies have a potential upside of 6.63%. Given Fortress Investment Group’s competitors stronger consensus rating and higher probable upside, analysts plainly believe Fortress Investment Group has less favorable growth aspects than its competitors.

Volatility & Risk

Fortress Investment Group has a beta of 1.95, suggesting that its share price is 95% more volatile than the S&P 500. Comparatively, Fortress Investment Group’s competitors have a beta of 1.23, suggesting that their average share price is 23% more volatile than the S&P 500.

Insider and Institutional Ownership

40.2% of Fortress Investment Group shares are owned by institutional investors. Comparatively, 62.1% of shares of all “Investment Management & Fund Operators” companies are owned by institutional investors. 45.2% of Fortress Investment Group shares are owned by company insiders. Comparatively, 10.4% of shares of all “Investment Management & Fund Operators” companies are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Fortress Investment Group competitors beat Fortress Investment Group on 8 of the 15 factors compared.

Fortress Investment Group Company Profile

Fortress Investment Group LLC (Fortress) is an investment management firm. The Company operates through segments, including private equity funds, permanent capital vehicles, credit hedge funds, credit PE funds, liquid hedge funds and Logan Circle. Its business is to sponsor the formation of, and provide investment management services for, various investment funds, permanent capital vehicles and related managed accounts (the Fortress Funds). Fortress’s sources of income from the Fortress Funds are management fees, incentive income and investment income on its investments in the funds. As of December 31, 2016, the Company’s private equity business manages approximately $13.5 billion of assets under management (AUM); credit funds business manages approximately $18.1 billion of AUM; liquid hedge funds business manages over $4.6 billion of AUM, and Logan Circle business manages approximately $33.4 billion of AUM.

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