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ABX
ABX·Insurance - Life·United States
Abacus Global Management, Inc. operates as an alternative asset manager and market maker in the United States, Luxembourg, and internationally. The company operates in three segments: Asset Management...
1 Total1 External0 In-site
ABXABX
2026-02-09🏦 Financial ServicesPitch
Externalby zach721 · vic
zach721 on ABX (ABX)
公司名称
Abacus Global Management
主要经营地
US
详细生意模式
人寿保险结算单(生前给付)发起与服务，计划M&A卷土重来，4大业务分段
护城河
🟡中
估值水平
收盘价$7.96, P/E 22.1x, 目标价$20(+150%)；2025E EPS估值9.2x较便宜，但结算单市场风险未充分定价
EV/Market Cap
隐含EV约$1.5-2B
网络观点
M&A卷土重来策略有执行历史，市场估值偏低
AI观点
部分同意：人寿结算单市场需求真实，但该赛道竞争加剧、利率波动风险、监管收紧风险被低估；150%目标价隐含过激乐观
作者简介
价值投资俱乐部活跃成员，专注特殊情况与复兴案例