Newtek Business Services Stock Performance
| NEWT Stock | USD 13.01 0.29 2.18% |
Newtek Business has a performance score of 4 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.41, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Newtek Business' returns are expected to increase less than the market. However, during the bear market, the loss of holding Newtek Business is expected to be smaller as well. Newtek Business Services right now secures a risk of 2.61%. Please verify Newtek Business Services sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to decide if Newtek Business Services will be following its current price movements.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Newtek Business Services are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Newtek Business may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return (2.18) | Five Day Return 2.44 | Year To Date Return (5.45) | Ten Year Return (11.80) | All Time Return (98.42) |
Forward Dividend Yield 0.0584 | Payout Ratio 0.4246 | Last Split Factor 1:5 | Forward Dividend Rate 0.76 | Dividend Date 2025-01-13 |
| Newtek Business dividend paid on 21st of October 2024 | 10/21/2024 |
1 | Chuck Royces Strategic Reduction in NewtekOne Inc Holdings | 10/30/2024 |
2 | NewtekOne Third Quarter 2024 Earnings Beats Expectations | 11/08/2024 |
3 | Keefe, Bruyette Woods Reaffirms Market Perform Rating for NewtekOne | 11/11/2024 |
4 | Bard Associates Inc. Sells 2,417 Shares of NewtekOne, Inc. | 11/15/2024 |
5 | Newtek Bank, N.A. Launches Newtek Zero-Fee Business Banking | 11/18/2024 |
6 | Acquisition by Zink Gregory L of 1000 shares of Newtek Business at 13.9491 subject to Rule 16b-3 | 11/22/2024 |
7 | Acquisition by Barry Sloane of 3000 shares of Newtek Business at 14.75 subject to Rule 16b-3 | 11/26/2024 |
8 | NewtekOne, Inc. CEO Barry Sloane Purchases 3,000 Shares | 11/29/2024 |
9 | Acquisition by Barry Sloane of 10000 shares of Newtek Business at 11.7954 subject to Rule 16b-3 | 12/05/2024 |
10 | NewtekOne, Inc. Forecasts Originating Approximately 1.4 Billion in Business Loans in 2024 | 12/06/2024 |
11 | NewtekOne extends senior notes maturity to 2027 | 12/12/2024 |
12 | Investors three-year losses continue as NewtekOne dips a further 11 percent this week, earnings continue to decline | 12/19/2024 |
13 | Richard Salute Purchases Additional Shares of NewtekOne Inc | 12/23/2024 |
| Begin Period Cash Flow | 125.6 M |
Newtek |
Newtek Business Relative Risk vs. Return Landscape
If you would invest 1,227 in Newtek Business Services on September 30, 2024 and sell it today you would earn a total of 103.00 from holding Newtek Business Services or generate 8.39% return on investment over 90 days. Newtek Business Services is currently generating 0.1586% in daily expected returns and assumes 2.6102% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than Newtek, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Newtek Business Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Newtek Business' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Newtek Business Services, and traders can use it to determine the average amount a Newtek Business' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0608
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Estimated Market Risk
| 2.61 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Newtek Business is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Newtek Business by adding it to a well-diversified portfolio.
Newtek Business Fundamentals Growth
Newtek Stock prices reflect investors' perceptions of the future prospects and financial health of Newtek Business, and Newtek Business fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Newtek Stock performance.
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0608 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.50 % | ||||
| Current Valuation | 696.68 M | ||||
| Shares Outstanding | 26.31 M | ||||
| Price To Earning | 11.31 X | ||||
| Price To Book | 1.31 X | ||||
| Price To Sales | 1.08 X | ||||
| Revenue | 253.14 M | ||||
| Gross Profit | 86.24 M | ||||
| EBITDA | 125.7 M | ||||
| Net Income | 47.33 M | ||||
| Cash And Equivalents | 4.17 M | ||||
| Cash Per Share | 0.17 X | ||||
| Total Debt | 644.12 M | ||||
| Debt To Equity | 1.32 % | ||||
| Current Ratio | 12.36 X | ||||
| Book Value Per Share | 10.07 X | ||||
| Cash Flow From Operations | (88.6 M) | ||||
| Earnings Per Share | 1.68 X | ||||
| Market Capitalization | 342.23 M | ||||
| Total Asset | 1.44 B | ||||
| Retained Earnings | 28.05 M | ||||
About Newtek Business Performance
Assessing Newtek Business' fundamental ratios provides investors with valuable insights into Newtek Business' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Newtek Business is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 2.6 K | 2.7 K | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.07 | 0.09 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.19 | 0.20 |
Things to note about Newtek Business Services performance evaluation
Checking the ongoing alerts about Newtek Business for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Newtek Business Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Newtek Business Services currently holds about 4.17 M in cash with (88.6 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.17. | |
| Newtek Business has a frail financial position based on the latest SEC disclosures | |
| Latest headline from gurufocus.com: Richard Salute Purchases Additional Shares of NewtekOne Inc |
- Analyzing Newtek Business' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Newtek Business' stock is overvalued or undervalued compared to its peers.
- Examining Newtek Business' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Newtek Business' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Newtek Business' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Newtek Business' stock. These opinions can provide insight into Newtek Business' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Newtek Stock Analysis
When running Newtek Business' price analysis, check to measure Newtek Business' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Newtek Business is operating at the current time. Most of Newtek Business' value examination focuses on studying past and present price action to predict the probability of Newtek Business' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Newtek Business' price. Additionally, you may evaluate how the addition of Newtek Business to your portfolios can decrease your overall portfolio volatility.