← Back to Screener
US Stock Screener
HomeScreensNewsWatchlist
...

Reliance Global Group, Inc. (RELI) 10-Year Financial Performance & Capital Metrics

RELI • • Insurance & Managed Care
Financial ServicesInsurance BrokersFull-Service Insurance BrokersRegional Full-Service Brokers
AboutReliance Global Group, Inc. engages in the acquisition and management of wholesale and retail insurance agencies in the United States. It provides healthcare and Medicare, personal and commercial, trucking, and employee benefits insurance products. The company was formerly known as Ethos Media Network, Inc. and changed its name to Reliance Global Group, Inc. in October 2018. Reliance Global Group, Inc. was incorporated in 2013 and is headquartered in Lakewood, New Jersey.Show more
  • Revenue $14M +2.3%
  • Combined Ratio 154.75% -23.0%
  • Net Income -$9M +24.5%
  • Return on Equity -178.85% -19.6%
  • Medical Cost Ratio 81.23% -0.7%
  • Operating Margin -54.75% +45.8%
  • Net Margin -64.55% +26.2%
  • ROA -44.99% -15.1%
  • Equity / Assets 17.31% -44.3%
  • Book Value per Share 2.98 -51.1%
  • Tangible BV/Share -9.06 -0.4%
  • Debt/Equity 4.35 +113.8%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Share count reduced 14.2% through buybacks
  • ✓Trading at only 0.2x book value

✗Weaknesses

  • ✗Unprofitable underwriting: 154.8% combined ratio
  • ✗High debt to equity ratio of 4.3x
  • ✗Weak momentum: RS Rating 6 (bottom 6%)
  • ✗High loss ratio of 81.2%
  • ✗Trading more than 30% below 52-week high

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

Loading chart...

Growth Metrics

Revenue CAGR

10Y52.03%
5Y25.86%
3Y13.12%
TTM-6.84%

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM58.07%

EPS CAGR

10Y-
5Y-
3Y-
TTM-386.04%

ROCE

10Y Avg-47.73%
5Y Avg-57.73%
3Y Avg-66.67%
Latest-45.85%

Peer Comparison

Regional Full-Service Brokers
Select Columns
Size & Scale
Valuation
Per Share
Growth
Profitability
Quality & Returns
Safety & Leverage
TTM Growth
Famous Investor Metrics
Dividends
Latest Quarter
Momentum & Returns
Total Return (DRIP)
Technical
Volume & Trading
Shares & Dilution
Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
TWFGTWFG, Inc. Common Stock415.39M27.64153.5616.01%3.03%2.23%8.97%0.04
AJGArthur J. Gallagher & Co.68.01B264.8440.5614.72%13.16%7.12%3.59%0.67
ERIEErie Indemnity Company13.04B282.3024.5916.72%15.6%28.06%3.73%0.00
BROBrown & Brown, Inc.27.18B79.6123.0112.05%18.75%8.04%4.02%0.63
RELIReliance Global Group, Inc.5.09M0.52-0.062.35%-53.39%-103.83%4.35

Profit & Loss

Aug 2015Aug 2016Aug 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Revenue+75.6K18.9K39.07K20.65K4.45M7.3M9.71M11.76M13.73M14.05M
Revenue Growth %-0.65%-0.75%1.07%-0.47%214.53%0.64%0.33%0.21%0.17%0.02%
Medical Costs & Claims+114.67K19.04K3.08K101.89K3.02M5.22M7.1M10.65M11.24M11.42M
Medical Cost Ratio %----------
Gross Profit+-39.06K-14135.99K-81.24K1.43M2.07M2.61M1.11M2.5M2.64M
Gross Margin %----------
Gross Profit Growth %-1.32%1%256.27%-3.26%18.58%0.45%0.26%-0.57%1.24%0.06%
Operating Expenses+591.06K833.4K501.32K1.44M4.53M5.7M5.52M7.69M16.38M10.33M
OpEx / Revenue %----------
Depreciation & Amortization339.19K852.45K504.39K1.07M727.98K1.33M1.61M2.56M2.61M1.79M
Combined Ratio %----------
Operating Income+-630.13K-833.55K-960.56K88.42K-3.1M-3.63M-2.91M-6.58M-13.88M-7.7M
Operating Margin %----------
Operating Income Growth %-0.83%-0.32%-0.15%1.09%-36.1%-0.17%0.2%-1.26%-1.11%0.45%
EBITDA+-290.94K18.9K-456.17K1.16M-2.38M-2.3M-1.31M-4.02M-11.27M-5.91M
EBITDA Margin %----------
Interest Expense00179.66K0000918.03K1.66M1.58M
Non-Operating Income001.44M290.26K000-29.06M-5.51M-207.34K
Pretax Income+-623.93K-833.55K-2.58M-961.62K-3.5M-3.68M-21.1M21.56M-10.03M-9.07M
Pretax Margin %----------
Income Tax+000-1.05M000000
Effective Tax Rate %----------
Net Income+-623.93K-833.55K-2.58M421.75K-3.5M-3.68M-21.1M6.47M-12.01M-9.07M
Net Margin %----------
Net Income Growth %-0.82%-0.34%-2.09%1.16%-9.29%-0.05%-4.73%1.31%-2.86%0.24%
EPS (Diluted)+-28.80-37.79-115.526723.61-18.22-8.16-57.5731.63-10.23-9.01
EPS Growth %-0.73%-0.31%-2.06%59.2%-1%0.55%-6.06%1.55%-1.32%0.12%
EPS (Basic)-28.80-37.79-115.526723.61-18.22-8.16-57.5731.63-10.23-9.01
Diluted Shares Outstanding21.67K22.06K22.32K63191.85K390.87K673.14K1.09M1.17M1.01M

Balance Sheet

Aug 2015Aug 2016Aug 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Total Assets+1.35M993.76K241.58K2.49M16.99M18.04M27.68M38.43M23.02M17.32M
Asset Growth %-0.24%-0.26%-0.76%9.31%5.83%0.06%0.53%0.39%-0.4%-0.25%
Total Investment Assets+000-73.48K01.35M1.35M900K00
Long-Term Investments000-73.48K01.35M1.35M900K00
Short-Term Investments0000000000
Total Current Assets+7.37K2.07K93.43K118.53K646.96K1.44M7.98M3.27M4.38M3.99M
Cash & Equivalents7.37K2.07K68.93K11.23K6.7K45.21K4.14M505.41K1.33M372.69K
Receivables0024.5K0123.06K868.37K1000K1000K1000K1000K
Other Current Assets000106.07K484.88K484.37K484.54K1.74M1.74M2.11M
Goodwill & Intangibles+0002.31M15.18M14.74M17.13M27.73M17.74M12.12M
Goodwill0001.71M8.55M8.76M10.05M14.29M6.69M6.69M
Intangible Assets000604.49K6.63M5.98M7.08M13.44M11.04M5.42M
PP&E (Net)1.34M991.69K148.15K59.73K1.16M512.69K1.2M1.18M879.83K1.19M
Other Assets0-993.76K-241.58K3.78K1.98K1.8K16.79K5.35M20.29K21.79K
Total Liabilities1.35K6.63K1.82M146.99K16.35M18.11M53.74M29.52M15.87M14.32M
Total Debt+00170.27K2.67M13.34M13.97M9.43M17.57M14.54M13.03M
Net Debt-7.37K-2.07K101.34K2.66M13.33M13.92M5.3M17.06M13.21M12.66M
Long-Term Debt0001.62M8.42M8.03M7.44M13.97M11.92M9.9M
Short-Term Debt00170.27K1.05M4.34M5.5M913.92K2.54M1.85M2.05M
Total Current Liabilities+1.35K6.63K1.82M1.17M4.67M6.88M44.98M7.84M3.19M3.57M
Accounts Payable1.35K6.63K7.19K14.89K102.11K980.94K547.12K747.47K635.34K936.95K
Deferred Revenue009.35K87.61K000000
Other Current Liabilities001.63M35.41K0040.95M3.91M216.06K58.83K
Deferred Taxes000-1.87K000000
Other Liabilities0-6.63K002.85M2.93M516.02K6.99M268.99K326
Total Equity+1.34M985.06K-1.48M59.73K642.32K-63.01K-26.07M8.91M7.15M3M
Equity Growth %-0.23%-0.27%-2.5%1.04%9.75%-1.1%-412.67%1.34%-0.2%-0.58%
Shareholders Equity1.34M987.13K-1.58M70.96K642.32K-63.01K-26.07M8.91M7.15M3M
Minority Interest0-2.07K101.34K-11.23K000000
Retained Earnings-1.14M-1.98M-4.55M57.85K-8.78M-12.36M-33.46M-26.99M-39M-48.07M
Common Stock27.99K28.58K28.79K265.7K352.74K363.52K62.81K104.88K24.09K193.48K
Accumulated OCI-50K-50K-50K57.85K000000
Return on Equity (ROE)-0.4%-0.72%-7.06%-9.96%-12.71%-0.73%-1.5%-1.79%
Return on Assets (ROA)-0.4%-0.71%-4.17%0.31%-0.36%-0.21%-0.92%0.2%-0.39%-0.45%
Equity / Assets----------
Debt / Equity---44.77x20.77x--1.97x2.03x4.35x
Book Value per Share62.0444.65-66.19952.213.35-0.16-38.728.146.092.98
Tangible BV per Share----------

Cash Flow

Aug 2015Aug 2016Aug 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+-41.23K-115.3K-140.64K-252.7K-373.93K-468.46K-2.25M-3.19M-847.97K-2.52M
Operating CF Growth %0.47%-1.8%-0.22%-0.8%-0.48%-0.25%-3.81%-0.42%0.73%-1.97%
Operating CF / Revenue %----------
Net Income-623.93K-833.55K-2.58M421.75K-3.5M-3.7M-21.1M6.47M-12.01M-9.07M
Depreciation & Amortization339.19K346.4K324.17K88.42K727.98K1.33M1.61M2.8M2.61M1.79M
Stock-Based Compensation174.5K366.58K0548.25K1.05M1.47M749.13K1.25M875.11K533.63K
Deferred Taxes0000593.79K-508.7K17.65M000
Other Non-Cash Items165.88K366.58K2.1M-578.33K842.67K23.28K-329.32K-14.61M7.99M4.19M
Working Capital Changes77.63K5.28K9.91K-13.62K-90.27K919.55K-834.74K904.89K-316.67K49.7K
Cash from Investing+0005K-11.88M-1.95M-2.3M-24.64M710.19K-83.23K
Capital Expenditures000-56.19K-562.33K0-690.77K-953.56K-22.86K-24.26K
Acquisitions0005K-11.32M-1.95M-1.61M-24.14M00
Purchase of Investments00000-1.35M024.64M00
Sale/Maturity of Investments0000000450K900K0
Other Investing000-2.28K01.35M-619.67K-24.64M-166.95K-58.97K
Cash from Financing+38K110K207.5K190K12.64M2.45M8.64M25.12M966.92K1.66M
Dividends Paid000-66.65K000000
Share Repurchases0000000000
Stock Issued38K110K12.5K190K2.57M1.2M10.5M17.87M3.45M3.71M
Debt Issuance (Net)00195K01000K-188.8K-1000K1000K-1000K-1000K
Other Financing0012.5K256.65K-216.13K2.64M-452.24K603.02K591.35K0
Net Change in Cash+-3.23K-5.3K66.86K-57.7K390.38K38K4.09M-2.71M829.14K-941.22K
Exchange Rate Effect0000000000
Cash at Beginning10.6K7.37K2.07K68.93K101.21K491.58K529.58K4.62M1.91M2.74M
Cash at End7.37K2.07K68.93K11.23K491.58K529.58K4.62M1.91M2.74M1.8M
Free Cash Flow+-41.23K-115.3K-140.64K-308.9K-936.26K-468.46K-2.94M-3.99M-1.04M-2.6M
FCF Growth %0.51%-1.8%-0.22%-1.2%-2.03%0.5%-5.28%-0.36%0.74%-1.5%
FCF Margin %----------
FCF per Share-1.9-5.23-6.3-4.92K-4.88-1.2-4.37-3.65-0.88-2.58

Key Ratios

Metric2015201620172018201920202021202220232024
Combined Ratio933.46%4510.3%1291.06%7456.76%169.74%149.7%129.99%155.95%201.07%154.75%
Medical Cost Ratio151.67%100.75%7.87%493.43%67.9%71.59%73.12%90.54%81.82%81.23%
Return on Equity (ROE)-40.26%-71.57%-706.11%-995.79%-1270.95%-72.56%-149.58%-178.85%
Return on Assets (ROA)-40.11%-71.27%-417.45%30.88%-35.88%-21.01%-92.29%19.56%-39.09%-44.99%
Equity / Assets99.9%99.12%-611.58%2.4%3.78%-0.35%-94.18%23.19%31.06%17.31%
Book Value / Share62.0444.65-66.19952.213.35-0.16-38.728.146.092.98
Debt / Equity---44.77x20.77x--1.97x2.03x4.35x
Revenue Growth-64.53%-75%106.71%-47.14%21453.44%63.95%33.07%21.13%16.75%2.35%

Revenue by Segment

2020
Property and Casualty1.06M
Property and Casualty Growth-

Frequently Asked Questions

Growth & Financials

Reliance Global Group, Inc. (RELI) grew revenue by 2.3% over the past year. Growth has been modest.

Reliance Global Group, Inc. (RELI) reported a net loss of $7.0M for fiscal year 2024.

Dividend & Returns

Reliance Global Group, Inc. (RELI) has a return on equity (ROE) of -178.8%. Negative ROE indicates the company is unprofitable.

Industry Metrics

Reliance Global Group, Inc. (RELI) has a combined ratio of 154.8%. A ratio above 100% means claims and expenses exceed premiums.

VCP Scanner

Find stocks. Verify deeply. Act with conviction.

Patterns find ideas. Fundamentals build conviction.

Data updated daily

Quick Links

  • Home
  • Screens
  • Valuation
  • Compare
  • Total Return
  • News
  • Insights
  • Methodology
  • How It Works
  • Profile

Popular Screens

  • VCP Hot
  • VCP Warm
  • Value Screens
  • Growth Screens
  • Momentum Screens
  • Technical Screens
  • Quality Screens

Community

  • Twitter
  • Get Early Access
© 2026 VCP Scanner. All rights reserved.
Made with ❤️ for investors
Not financial advice. Do your own research.