ANDG
Live chart
What they do
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. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California.
For information only · Important disclosures
Grades vs sector
No sector grades for ANDG yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.
Our models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Discounted cash flow
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Edit assumptions · recalculates instantly
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs sector
Forward EPS $2.28 vs trailing $3.07 (-26% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Altman Z-score 1.0 (distress zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $838.7M | $-2.3M | $174.3M |
| 2024 | $731.6M | – | $143.7M |
| 2023 | $639.1M | – | $113.2M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR –.
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | -0.40 | -0.08 | +80.0% |
| 2026-05-12 | 0.44 | 0.56 | +25.9% |
| 2026-03-17 | -0.22 | 0.07 | +130.0% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $217.7M | +23.7% |
| 2026-03-31 | $240.7M | – |
| 2025-12-31 | $170.3M | – |
| 2025-09-30 | $284.3M | – |
| 2025-06-30 | $176.0M | – |
Rating changes
Third-party analyst actions, not Coteau's views. All rating changes
Stats refreshed 2026-10-21 18:01:45 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Beta 0.9 · Oct 21, 2026