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ANDG
ANDG·Personal Services·United States
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's se...
1 Total1 External0 In-site
ANDGANDG
2026-02-10🛍️ Consumer CyclicalPitch
Externalby 85bears · vic
85bears on ANDG (ANDG)
公司名称
Andersen Group
主要经营地
US
详细生意模式
税务/财富顾问(针对$50M+净资产客户)，20年历史12-20% 有机增长、23% EBITDA利润率，1% 渗透$60B TAM
护城河
🟡中
估值水平
收盘价$25.76, 目标价$30(+50%)；隐含20-25x EBITDA、P/E估值中等，增长提速空间有限
EV/Market Cap
$5-6B(估算)
网络观点
利基市场(超高净值税务)持续增长，专业人才驱动
AI观点
部分同意：Andersen税务顾问业务稳健，23% EBITDA率不错，但增速12-20% 不足以支撑25x+ 估值；$60B TAM中仅1% 渗透论过于乐观（假定均等竞争）；50%目标价需要显著加速或M&A
作者简介
价值投资俱乐部成员，关注小盘成长价值