Andersen Group Inc.

ANDG Consumer Cyclical Personal Services

Andersen Group Inc.’s revenue for fiscal 2025 (year ended December 2025) was $838.7 million, up 14.6% from fiscal 2024.

Revenue
+4.61%
Free cash flow
+517.1%

Quarter to June 2026, against a year earlier

66.56 0.90 −1.33%
Market cap
$7.5B
P/E
—
Fwd P/E
—
Dividend yield
—
F-score
n/a
Altman Z
1.10
Beneish M
−5.91
Dividend safety
n/a

Revenue by segment Fiscal 2024

  • Reportable Segment

Every year since 2023 →

Insider Decisions last twelve months

Bought, $m 8.19
Sold, $m 13.47
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy 5 — — — — 1 — — — — — —
Sell — — — — — — — 1 — — — —
Insider Ownership 0.00%

Capital & Financial Ratios $m

Size
Market Cap 7,490.00
Revenue ttm 804.74
Net income ttm (218.51)
Free cash flow ttm 275.05
Net debt Q 68.14
Valuation
P/E —
Forward P/E —
Price / sales 1.10
Forward P/S Powerpack
Price / FCF 3.21
Price / book 28.06 (above 6: high)
Financial health
Current ratio Q 2.19 (at or above 1.5: strong)
Debt / equity Q 7.82 (above 2: weak)
Interest coverage Q (1.52)
Growth
Revenue growth Q +4.61% (above 0%: growing)
Operating income growth Q −116.95% (below 0%: shrinking)
EPS, this year −4.36% (below 0%: weak)
EPS, next year A +22.10% (at or above 15%: strong)
Revenue, next year A +18.37% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +7.77%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash — 110 258 178
Receivables — 118 123 189
Inventory — — — —
Other — — — —
— 246 412 405
2023 2024 2025 Q'26
Payables — 17 12 15
ST’ Debt — — — —
Other — 7 6 17
— 94 196 185

Compound Annual Growth %

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.03 (0.09) — — —
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 241 218 — — —
’25 208 176 — 170 839
’24 — — — — 732
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (4) 70 — — —
’25 11 51 — 185 185
’24 — — — 152 152
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (8) 60 — — —
’25 10 49 — 174 174
’24 — — — 143 143
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — — — — — 639 732 839 805 +14.6% 993 1,175 1,283 +15.2%
Gross margin, % — — — — — — — 37.43 36.88 29.05 29.77 (8.4) pt
EBT — — — — — — — 121 137 (127) 78 n/m
EBT margin, % — — — — — — — 18.92 18.75 (15.16) 9.67 (34.1) pt
Net income — — — — — — — 119 135 (130) (219) n/m
Per share, $
Per share, $ Revenue — — — — — — — 0.00 0.00 66.30 60.68 n/m
Earnings — — — — — — — — — (0.18) — —
Cash flow — — — — — — — 0.00 0.00 14.59 22.70 n/m
Capex — — — — — — — 0.00 0.00 (0.87) (1.96) n/m
Free cash flow — — — — — — — 0.00 0.00 13.72 20.74 n/m
Book value — — — — — — — 0.00 0.00 (10.65) 2.37 n/m
Shares, m — — — — — — — — — 13 — —
Valuation, ×
Valuation, × P/E — — — — — — — — — — — —
P/S — — — — — — — 0.00 0.00 0.00 1.10 0.0
P/B — — — — — — — 0.00 0.00 0.00 28.06 0.0
EV/Sales — — — — — — — 0.00 0.00 0.00 1.18 0.0
EV/FCF — — — — — — — (0.35) (0.35) 0.95 3.46 0.1
Cash, $m
Cash, $m Operating cash flow — — — — — — — 118 152 185 301 +25.0%
Capex — — — — — — — (6) (9) (11) (26) +41.8%
Free cash flow — — — — — — — 113 143 174 275 +24.2%
Balance, $m
Balance, $m Working capital — — — — — — — — 152 216 220 +42.3%
Net debt — — — — — — — — (110) 29 68 n/m
Shareholders’ equity — — — — — — — — 196 (135) 31 n/m
Returns, %
Returns, % ROA — — — — — — — 0.00 67.62 (0.48) (34.58) (0.5) pt
ROIC — — — — — — — 0.00 94.40 0.00 50.41 0.0 pt
ROE — — — — — — — 0.00 0.00 (7.56) 0.00 (7.6) pt
People
People Employees — — — — — — — — 2,347 2,300 — (2.0%)
Revenue/emp, $m — — — — — — — 0.00 0.31 0.36 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Business profile

Updated

Andersen Group provides tax, valuation and financial advisory services to individuals, wealthy families, businesses and institutional clients. It helps clients plan and comply with taxes, value assets and businesses, and address financial matters. The company was founded in 2002, and Mark Vorsatz is its chief executive and chairman.

Its Private Client Services practice works with individuals and families on matters such as income tax, charitable giving, trusts and estates. Business Tax Services advises companies on tax planning, compliance and reporting, including taxes associated with acquisitions and international operations. Andersen also serves investment funds and provides independent valuations for tax and financial reporting purposes.

Where the money comes from and where it goes Fiscal 2024

Fiscal 2024: revenue by segment, and margins
Reportable Segment 732 100.00%
Gross margin 36.88%
Operating margin 17.71%
Pre-tax margin 18.75%

Revenue by segment since 2023

Andersen Group Inc. vs peers in Personal Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ROL Rollins, Inc. $18.5B 35.5× 31.5× +6.19% (above 0%: growing) −2.94% (below 0%: shrinking) +27.60% (above 0%: growing) 53.49% 20.45% Compare
SCI Service Corporation International $10.3B 18.5× 18.7× +4.65% (above 0%: growing) +23.81% (above 0%: growing) +31.02% (above 0%: growing) 24.59% 22.84% Compare
ANDG Andersen Group Inc. $7.5B — — +4.61% (above 0%: growing) n/m +517.12% (above 0%: growing) 20.26% (4.10%)
HRB H&R Block, Inc. $6.7B 9.6× 8.8× +3.05% (above 0%: growing) +4.55% (above 0%: growing) −1.99% (below 0%: shrinking) 51.91% 32.91% Compare
FTDR Frontdoor Inc. $6.6B 23.1× 21.6× +5.99% (above 0%: growing) +16.55% (above 0%: growing) +12.07% (above 0%: growing) 55.27% 0.00% Compare
BFAM Bright Horizons Family Solutions Inc. $2.7B — (loss-making) — (loss-making) +4.82% (above 0%: growing) n/m +40.92% (above 0%: growing) 24.34% (22.24%) Compare
CSV Carriage Services, Inc. $448.0M 9.5× 10.5× −2.42% (below 0%: shrinking) +33.33% (above 0%: growing) +149.08% (above 0%: growing) 31.17% 19.35% Compare
MED MEDIFAST INC $142.4M — (loss-making) — (loss-making) −19.42% (below 0%: shrinking) n/m −73.32% (below 0%: shrinking) 69.45% (26.87%) Compare
RGS Regis Corporation $60.0M 10.2× — (loss-making) −7.84% (below 0%: shrinking) −62.50% (below 0%: shrinking) +11.33% (above 0%: growing) 100.00% 9.76% Compare
Median of peers $4.6B 14.3× 18.7× +3.85% +10.55% +19.84% 52.70% 14.56%

All 13 Personal Services stocks →

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 14.72%
Held by the ten largest 9.78%
Holder Shares Stake Change
BROWN ADVISORY INC 2.17m 1.92% −273.68k
Durable Capital Partners LP 1.67m 1.48% 0.00
JPMorgan Chase 1.41m 1.25% −446.76k
ROYCE & ASSOCIATES LP 1.14m 1.01% −271.13k
Franklin Templeton 904.54k 0.80% −225.78k
BAMCO INC /NY/ 901.87k 0.80% +1.73k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 898.63k 0.80% +898.63k
J. Goldman & Co LP 800.61k 0.71% −399.39k
Vanguard 598.79k 0.53% +4.84k
Driehaus Capital Management LLC 562.11k 0.50% +1.91k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 30 April 2026

Ownership

Directors and executive officers, together 1.50% of the votes
Andersen Aggregator LLC 98.70% of the votes
Mark Vorsatz less than 1% of the votes
Brown Advisory Incorporated less than 1% of the votes
JPMorgan Chase & Co. less than 1% of the votes
Durable Capital Partners LP less than 1% of the votes
Royce & Associates LP less than 1% of the votes
J. Goldman & Co., L.P. less than 1% of the votes
Franklin Resources, Inc. less than 1% of the votes
Driehaus Capital Management LLC less than 1% of the votes
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Andersen Group Inc. (ANDG) Latest News

26 Oct

Impact 3 · · Business Wire

22 Oct

Impact 3 · · Insider Monkey

19 Oct

Impact 4 · · internationalaccountingbulletin.com

23 Mar

18 Mar

Impact 4 · · The Motley Fool
Impact 4 · · MarketBeat

17 Mar

9 Feb

29 Dec

Impact 3 · · The Wall Street Journal

ANDG metrics, ten years each

stockrow.com/ANDG · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com