Andersen Group Inc.

Andersen Group Inc.

ANDG · NYSE · Consumer Cyclical / Personal Services

60.06USD-5.36 (-8.19%)

Price History

Full chart

Market Stats

Previous Close65.42
Open62.82
Day Range58.50 – 63.87
52-Week Range16.00 – 57.62
Volume1.03M
Market Cap989.50M
P/E (TTM)14.31
Forward P/E0.00
EPS3.73
Dividend Yield0.00%
50-Day Avg50.13
200-Day Avg35.06

About

Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.

Company Details

  • SectorConsumer Cyclical
  • IndustryPersonal Services
  • CEOMr. Mark Lawrence Vorsatz
  • Employees2.69K
  • Headquarters333 Bush Street, San Francisco, CA, United States, 94104, USA
  • Websitehttps://www.andersen.com

Leadership

  • Mr. Mark Lawrence VorsatzChairman & CEO · b. 1956
  • Mr. Peter J. CosciaCaribbean & East Regional Managing Director · b. 1967
  • Mr. Daniel Gerald DePaoliCountry MD - U.S. & Regional Managing Partner of North America · b. 1969
  • Mr. Joseph P. KarczewskiMD & Director · b. 1958
  • Ms. Dorice E. PepinRegional MD for the Central Region & Director · b. 1959
  • Mr. Neal LivingstonChief Financial Officer · b. 1964
  • Mr. Gregory VisticaManaging Director of Investor Relations
  • Mr. William Leroy Deckelman Jr., J.D.Chief Legal Officer · b. 1958
  • Mr. Emad AsgariManaging Director
  • Ms. Amy FreesManaging Director

Financials

Income Statement

Currency: USD2023-12-312024-12-312025-12-31
Total Revenue639.11M731.59M838.69M
Growth (%)-+14.47%+14.64%
Cost of Revenue407.59M470.10M604.09M
Gross Profit231.52M261.49M234.60M
Gross Margin36.23%35.74%27.97%
Operating Expense114.66M131.95M176.73M
Operating Income116.86M129.54M57.87M
Operating Margin18.28%17.71%6.90%
EBITDA128.77M145.59M-116.73M
EBITDA Margin20.15%19.90%-13.92%
Net Income118.68M134.80M-2.32M
Net Income Margin18.57%18.43%-0.28%
Interest Expense138.00K64.00K1.44M
Interest Expense % of Total Revenue0.02%0.01%0.17%

Balance Sheet

Currency: USD2023-12-312024-12-312025-12-31
Total Assets369.48M398.77M565.14M
Total Liabilities191.98M202.53M593.52M
Total Equity177.50M196.25M-134.73M
Cash71.71M87.99M250.28M
Total Debt111.06M108.08M460.49M
Net Debt39.35M20.09M210.21M

Cash Flow

Currency: USD2023-12-312024-12-312025-12-31
Operating Cash Flow118.07M152.31M184.62M
Investing Cash Flow-12.62M-18.46M10.61M
Financing Cash Flow-91.24M-117.57M-32.94M
Capital Expenditure4.90M8.60M11.06M
Free Cash Flow113.17M143.72M173.56M
Dividends Paid90.30M116.05M212.15M
FCF to OCF95.85%94.36%94.01%
Dividend Paid to FCF79.79%80.75%122.24%

Earnings

Report DateDec 3, 2025Mar 17, 2026May 12, 2026Aug 12, 2026Nov 11, 2026
EPS Estimate0.00-0.220.44-0.160.90
EPS Actual1.070.070.56-0.70-
Surprise-130.64%27.27%-337.50%-
Timing-After-hoursAfter-hoursAfter-hours-

Key Statistics & Ratios

Market Cap989.50M
Enterprise Value1.22B
Trailing P/E14.31
Forward P/E0.00
Price / Sales1.08
Price / Book0.00
EPS3.73
Book Value-57.55
Revenue (TTM)913.04M
Gross Profit (TTM)321.22M
EBITDA135.22M
Profit Margin4.66%
Operating Margin-4.10%
Return on Equity-67.12%
Return on Assets15.95%
Shares Outstanding18.54M
Shares Float12.59M
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio0.00%

Ownership Breakdown

Institutions
96.52%
Insiders
0.23%
Retail / Other
3.25%

Top Institutional Holders

  • Brown Advisory Holdings Inc
    2.44M2.16%
  • JPMorgan Chase & Co
    1.86M1.65%
  • Durable Capital Partners LP
    1.67M1.48%
  • Royce & Associates, LP
    1.41M1.25%
  • J. Goldman & Co LP
    1.20M1.06%
  • Franklin Templeton Inc
    1.13M1.00%
  • BAMCO Inc
    900.15K0.80%

Top Fund Holders

  • Baron Small Cap Retail
    900.00K4.85%
  • Franklin Small Cap Growth Adv
    615.85K3.32%
  • Vanguard MStar Total Stk Mkt Idx Invest
    584.40K3.15%
  • JPMorgan Value Advantage L
    563.20K3.04%
  • Royce Small-Cap Total Return Invmt
    555.43K3.00%
  • Brown Advisory US SmlrComs Dollar B Acc
    305.27K1.65%
  • Brown Advisory Small-Cap Growth Inv
    276.79K1.49%
  • Royce Small-Cap Trust
    272.03K1.47%
  • Principal SmallCap Growth I Instl
    235.94K1.27%
  • Heptagon Driehaus US Micro Cap Eq C$ Acc
    221.68K1.20%
  • JPMorgan Small Cap Equity A
    221.22K1.19%
  • Royce Small-Cap Fund Invmt
    219.78K1.19%
  • Driehaus Small Cap Growth Institutional
    192.96K1.04%