Company Analysis

Great Elm Group, Inc. (GEG)

Nasdaq: GEG · Services-Prepackaged Software · Palm Beach Gardens, FL · filing with the SEC since 2020
Grade4.9
◀ Past 6.4● Present 4.1▶ Future 4.7
1 est.

The grade of Great Elm Group, Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.9/10
◀ Past6.425% of the headline
● Present4.135% of the headline
▶ Future4.740% of the headline

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

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.4/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
3.3/10

Has it survived what it has been through?

1 warning event since 2020; the latest 2024-09-16.

weight 22% of this tense · 33rd percentile among 230 sector filers · read for itself

From the record

Great Elm Group, Inc.'s filings since 2020 show 1 warning event: an auditor change (8-K item 4.01, the latest 2024-09-16) (its current reports).

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

Track record

as filed
5.4/10

What has it actually done, year after year?

+57.5% a year over 5 filed years; profitable in 2 of 5.

weight 45% of this tense · 54th percentile among 213 sector filers · read for its customers

From the record

Great Elm Group, Inc.'s 5 filed years say what it did: revenue went from $5 million in fiscal 2022 to $28 million in fiscal 2026, up 57.5% a year; it rose in 3 of 4 years; the deepest fall was 9% from fiscal 2024 to fiscal 2025; net income was positive in 2 of 5 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span57.5%top 9% of its family
  • the share of years revenue rosebottom 29% of its family
  • the share of filed years with a profittop 38% of its family
  • the deepest fall from a revenue peak8.5%bottom 35% of its family

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

Shareholder treatment

SI estimate
9.8/10

How has it treated the people who own it?

SI estimate 9.8/10, confidence 35 of 100 (one part).

weight 33% of this tense · 98th percentile among 216 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the top 2% of 216 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 216 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Great Elm Group, Inc.'s shareholder treatment is put at 9.8 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the top 2% of 216 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.1/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
3.9/10

Is it financially healthy right now?

ROE -90%: lost 90¢ per shareholder dollar. Leverage 64%: owes 64¢ per asset dollar.

weight 45% of this tense · 38th percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-06-30, Great Elm Group, Inc. lost about 90 cents for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 64 cents per dollar of assets, and net share issuance: its share count shrank 22.0% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 29% of its family
  • return on equitybottom 12% of its family
  • gross profit against assetsbottom 14% of its family
  • the share count against the year beforetop 1% of its family

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

Industry position

as filed
4.2/10

How strong is its position in its industry?

bottom 42% of 218 in its family; net margin -132.9%.

weight 33% of this tense · 42nd percentile among 218 sector filers · read for its customers

From the record

Great Elm Group, Inc.'s standing among 218 graded names in its industry family: revenue of $28 million in fiscal 2026 ranks in the bottom 20% by size; a net margin of -132.9% ranks in the bottom 12%; revenue growth of 47.4% a year over the last 3 filed years ranks in the top 6% (its annual reports).

What it rests on

  • revenue against the family$27.8Mbottom 20% of its family
  • net margin-132.9%bottom 12% of its family
  • three-year revenue growth47.4%top 6% of its family

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

Leadership

as filed
4.3/10

What are the people in charge doing?

bottom 43% of 139 in its family for leadership; chief executive since 2023.

weight 22% of this tense · 43rd percentile among 139 sector filers · read for its shareholders

From the record

Great Elm Group, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Reese, Jason W. (Mr. Reese is the Chairman and Chief Executive Officer of the Issuer., as filed), filing under that title since 2023-06-06, 3.4 years (bottom 41% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 4.2 years (bottom 27%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (top 40%; 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 charge5 in three years among 11 peopletop 40% of its family
  • the median years the people in charge have filed4.2 yearsbottom 27% of its family
  • the chief executive's years on the record3.4 yearsbottom 41% 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?

4.7/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.2/10

How much room does it have to grow?

top 28% of 216 in its family for room to expand.

weight 22% of this tense · 72nd percentile among 216 sector filers · read for itself

From the record

Great Elm Group, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $53 million against no long-term debt tagged leaves 47% of its assets as net cash, top 11% of its family; cash from operations less capital spending is 56.4% of revenue (top 1%); a gross margin of 52.3% (bottom 28%) (its annual report).

What it rests on

  • cash less debt against assets47.0%top 11% of its family
  • cash from operations less capital spending against revenue56.4%top 1% of its family
  • gross margin52.3%bottom 28% of its family

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

Growth drivers

as filed
4.5/10

What could actually drive growth from here?

bottom 45% of 213 in its family for growth drivers.

weight 45% of this tense · 45th percentile among 213 sector filers · read for its customers

From the record

Great Elm Group, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 47.4% a year over the last three filed years against 57.5% over all 5, slowing (bottom 37% of its family); the newest year grew 70.3% (top 6%); capital spending grew -58.4% a year (bottom 5%) (its annual reports). Great Elm Group, Inc. reported 2 lines of business in fiscal 2026: Real Estate at $22 million (78%), Credit at $6 million (22%); 1 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-10.0 points a yearbottom 37% of its family
  • the newest year's revenue growth70.3%top 6% of its family
  • three-year growth of capital spending-58.4%bottom 5% 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
3.3/10

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

bottom 33% of 194 in its family for expectations against reality.

weight 33% of this tense · 33rd percentile among 194 sector filers · read for its shareholders

From the record

Great Elm Group, Inc.'s newest year against its own record: revenue of $28 million in fiscal 2026 came in 24.1% above the $22 million its prior three years' pace pointed to (top 12% of its family); net income of $37 million against a prior three-year average of $14 million (bottom 5%); a net margin of a loss larger than its revenue against more than its whole revenue before (bottom 4%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace24.1%top 12% of its family
  • net income against the prior three years' average-362%bottom 5% of its family
  • net margin against its prior averagedown more than 100 pointsbottom 4% 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 GEG · research, not advice