Companies/ENDI Corp.

Company profile

ENDI Corp.

OTC: ENDI · Financial Services · Asset Management

PublicHQ Richmond, VA · Richmond (Independent City)CIK 0001908984Reports USD

#645 of 1,011 Financial Services companies by revenue73rd-percentile growth

EA Score

——

FH —DQ 16GM —SS 48

v0.1 · 25/100 weight · pillars only

↑ return on assets, balance-sheet leverage · ↓ disclosure history, Piotroski F

Methodology →

Revenue TTM

$22.2M

Rev growth YoY (TTM)

+29.7%

Net income (FY)

$2.5M

Employees

Market cap

$80.5M

Financials — latest annual

SEC EDGAR · USD-normalized

ConceptUSDNativeFY

Revenue$9.6M$9.6M2023

Net income$2.5M$2.5M2023

Operating income$1.7M$1.7M2023

Total assets$25.5M$25.5M2023

Liabilities$2.4M$2.4M2023

Equity$23.1M$23.1M2023

Revenue trend

FY2022 – FY2023 · USD

$4.3M

FY22

$7.6M

FY22

$9.6M

FY23

Revenue by segment

Filed disclosures · FY2023

By product

Fund Management Services Revenue60%

Management Fee Revenue35%

Performance Fee Revenue5%

By geography

Not disclosed.

The read

ENDI Corp. booked $9.6M in FY2023 revenue, growing 26% year over year — faster than most Financial Services companies we track, at a 26.4% net margin.

Peers · Financial Services

Steele Bancorp Inc.——Goal Acquisitions Corp.——Community Heritage Financial, Inc.——Silvercrest Asset Management Group Inc.69B

Neighbors

Richmond (Independent City) →

Altria Group, Inc.$23.3B82B+Dominion Energy, Inc.$16.5B75B+Performance Food Group Co$63.3B64C ARKO Petroleum Corp. Class A Common Stock——Kinsale Capital Group, Inc.$1.9B85A NewMarket Corporation$2.7B82B+

Key facts

CEODavid K. Sherman

SectorFinancial Services

IndustryAsset Management

HeadquartersRichmond, VA

ExchangeOTC: ENDI

Employees15

IPO date2002-01-02

Latest filings

10-K2024-04-01 8-K2024-01-12 10-Q2023-11-13 10-Q2023-08-11 8-K2023-08-01 8-K2023-05-22 10-Q2023-05-15 8-K2023-05-02

Financials: SEC EDGAR (XBRL), USD-normalized per IAS 21 · TTM/quarterly + segments: FMP from filed disclosures · Filings: EDGAR submissions. County headcount and EA Score are in progress — see docs/DATA_GAPS.md.