Company Analysis

Cohen & Company Inc (COHN)

NYSE: COHN · Security Brokers, Dealers & Flotation Companies · Philadelphia, PA · filing with the SEC since 2003
Grade5.8
◀ Past 4.9● Present 5.4▶ Future 7.1

The grade of Cohen & Company Inc

Nine metrics read from its own filings, by tense
Headline grade
5.8/10
◀ Past4.925% of the headline
● Present5.445% of the headline
▶ Future7.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.9/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
6.7/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 67th percentile among 30 sector filers · read for itself

From the record

Cohen & Company Inc's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
2.9/10

What has it actually done, year after year?

+19.5% a year over 10 filed years; profitable in 5 of 10.

weight 33% of this tense · 29th percentile among 29 sector filers · read for its customers

From the record

Cohen & Company Inc's 10 filed years say what it did: revenue went from $55 million in fiscal 2016 to $276 million in fiscal 2025, up 19.5% a year; it rose in 6 of 9 years; the deepest fall was 70% from fiscal 2021 to fiscal 2022; net income was positive in 5 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span19.5%top 37% of its family
  • the share of years revenue rosebottom 28% of its family
  • the share of filed years with a profitbottom 19% of its family
  • the deepest fall from a revenue peak69.7%bottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.0/10

How has it treated the people who own it?

Share count grew 61.5% a year. 63% of cash flow returned. Insiders: 4 sales, 0 purchases.

weight 22% of this tense · 40th percentile among 26 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Cohen & Company Inc's diluted share count grew about 61.5% a year, and dividends and buybacks returned about 63% of its net income over 3 years (its filed statements). Its officers and directors filed 4 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 5% of its family
  • cash returned against operating cash flowtop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.4/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
4.4/10

Is it financially healthy right now?

ROE 28%: 28¢ of profit per shareholder dollar. Leverage 93%: owes 93¢ per asset dollar.

weight 33% of this tense · 44th percentile among 29 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Cohen & Company Inc earned about 28 cents of profit for every dollar of shareholders' money. Leverage: it owed about 93 cents per dollar of assets, and net share issuance: its share count grew 5.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 18% of its family
  • return on equitytop 9% of its family
  • the share count against the year beforebottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.5/10

How strong is its position in its industry?

bottom 45% of 29 in its family; net margin 5.2%.

weight 45% of this tense · 45th percentile among 29 sector filers · read for its customers

From the record

Cohen & Company Inc's standing among 29 graded names in its industry family: revenue of $276 million in fiscal 2025 ranks in the bottom 17% by size; a net margin of 5.2% ranks in the bottom 29%; revenue growth of 83.8% a year over the last 3 filed years ranks in the top 12% (its annual reports).

What it rests on

  • revenue against the family$276Mbottom 17% of its family
  • net margin5.2%bottom 29% of its family
  • three-year revenue growth83.8%top 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
8.7/10

What are the people in charge doing?

top 13% of 18 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 87th percentile among 18 sector filers · read for its shareholders

From the record

Cohen & Company Inc's leadership, from its insiders' filings and its current reports: the chief executive on the record is Brafman, Lester Raymond (Chief Executive Officer, as filed), filing under that title since 2019-02-14, 7.7 years (top 31% of its family); the 8 officers and directors filing in the last fifteen months have been on the record a median of 16.9 years (top 3%); 1 officer or director change was reported on Form 8-K since 2023-11-13, against the 8 people in charge now (top 7%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge1 in three years among 8 peopletop 7% of its family
  • the median years the people in charge have filed16.9 yearstop 3% of its family
  • the chief executive's years on the record7.7 yearstop 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

7.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.6/10

How much room does it have to grow?

bottom 36% of 29 in its family for room to expand.

weight 33% of this tense · 36th percentile among 29 sector filers · read for itself

From the record

Cohen & Company Inc's room to grow, from the newest filed statements (fiscal 2025): cash of $57 million against debt of $33 million leaves 3.4% of its assets as net cash, bottom 40% of its family; cash from operations less capital spending is 9.5% of revenue (bottom 33%) (its annual report).

What it rests on

  • cash less debt against assets3.4%bottom 40% of its family
  • cash from operations less capital spending against revenue9.5%bottom 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
8.7/10

What could actually drive growth from here?

top 13% of 29 in its family for growth drivers.

weight 33% of this tense · 87th percentile among 29 sector filers · read for its customers

From the record

Cohen & Company Inc's growth drivers, from the filed years to fiscal 2025: revenue grew 83.8% a year over the last three filed years against 19.5% over all 10, speeding up (top 6% of its family); the newest year grew 246.5% (top 9%); capital spending grew 29.8% a year (top 25%) (its annual reports). Cohen & Company Inc reported 3 lines of business in fiscal 2025: Capital Markets at $235 million, Principal Investing at $30 million, Asset Management at $11 million. 2 of 3 grew in the latest filed year, and the largest line is 85% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span+64.2 points a yeartop 6% of its family
  • the newest year's revenue growth246.5%top 9% of its family
  • three-year growth of capital spending29.8%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
8.9/10

Did its newest year beat what its own record pointed to?

top 11% of 25 in its family for expectations against reality.

weight 33% of this tense · 89th percentile among 25 sector filers · read for its shareholders

From the record

Cohen & Company Inc's newest year against its own record: revenue of $276 million in fiscal 2025 came in 158.6% above the $107 million its prior three years' pace pointed to (top 6% of its family); net income of $14 million against a prior three-year average of $6 million (top 10%); a net margin of 5.2% against -12.2% before (top 18%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace158.6%top 6% of its family
  • net income against the prior three years' average+332%top 10% of its family
  • net margin against its prior average+17.4 pointstop 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton COHN · research, not advice