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Bridge Investment Group Holdings Inc. (BRDG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS10806B1008
CUSIP10806B100
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$794.20M
EPS-$0.46
PE Ratio24.77
Revenue (TTM)$259.81M
Gross Profit (TTM)$566.41M
EBITDA (TTM)-$37.55M
Year Range$6.18 - $12.45
Target Price$9.63
Short %1.09%
Short Ratio1.15

Share Price Chart


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Bridge Investment Group Holdings Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bridge Investment Group Holdings Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-60.00%-40.00%-20.00%0.00%20.00%OctoberNovemberDecember2024FebruaryMarch
-49.54%
21.29%
BRDG (Bridge Investment Group Holdings Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bridge Investment Group Holdings Inc. had a return of -29.77% year-to-date (YTD) and -36.89% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-29.77%10.04%
1 month0.57%3.53%
6 months-24.34%22.79%
1 year-36.89%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.00%-23.31%
2023-18.07%-8.73%-20.87%5.17%30.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Bridge Investment Group Holdings Inc. (BRDG) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BRDG
Bridge Investment Group Holdings Inc.
-0.84
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Bridge Investment Group Holdings Inc. Sharpe ratio is -0.84. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.84
2.76
BRDG (Bridge Investment Group Holdings Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Bridge Investment Group Holdings Inc. granted a 8.24% dividend yield in the last twelve months. The annual payout for that period amounted to $0.56 per share.


PeriodTTM202320222021
Dividend$0.56$0.66$1.04$0.24

Dividend yield

8.24%6.75%8.63%0.96%

Monthly Dividends

The table displays the monthly dividend distributions for Bridge Investment Group Holdings Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.17$0.00$0.00$0.15$0.00$0.17$0.00$0.00$0.17$0.00
2022$0.00$0.00$0.21$0.00$0.00$0.26$0.00$0.00$0.30$0.00$0.00$0.27
2021$0.24

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%8.2%
Bridge Investment Group Holdings Inc. has a dividend yield of 8.24%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%105.7%
Bridge Investment Group Holdings Inc. has a payout ratio of 105.66%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-68.75%
0
BRDG (Bridge Investment Group Holdings Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bridge Investment Group Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bridge Investment Group Holdings Inc. was 71.14%, occurring on Mar 18, 2024. The portfolio has not yet recovered.

The current Bridge Investment Group Holdings Inc. drawdown is 68.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.14%Dec 29, 2021557Mar 18, 2024
-17.55%Aug 30, 202116Sep 21, 202129Nov 1, 202145
-10.07%Nov 23, 20219Dec 6, 20219Dec 17, 202118
-5.98%Nov 3, 20215Nov 9, 20213Nov 12, 20218
-4.88%Dec 20, 20212Dec 21, 20211Dec 22, 20213

Volatility

Volatility Chart

The current Bridge Investment Group Holdings Inc. volatility is 13.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%OctoberNovemberDecember2024FebruaryMarch
13.34%
2.82%
BRDG (Bridge Investment Group Holdings Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bridge Investment Group Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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EBIT

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Earnings From Continuing Operations

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Other Non-Operating Income (Expenses)

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Minority Interest

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Other Items

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Values in undefined except per share items