NewtekOne Inc NEWT

Morningstar Rating
$13.23 −0.02 (0.15%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

NEWT is trading at a 414% premium.
Price
$13.22
Fair Value
$65.64
Uncertainty
High
1-Star Price
$32.18
5-Star Price
$63.29
Economic Moat
Mgcl
Capital Allocation

Trading Information

Previous Close Price
$13.25
Day Range
$13.1313.50
52-Week Range
$9.5914.91
Bid/Ask
$12.70 / $14.00
Shares Outstanding
28.86M
Market Cap
$381.80M
Volume/Avg
140,348 / 200,316

Key Statistics

Price/Earnings (Normalized)
5.84
Price/Sales
1.34
Dividend Yield (Trailing)
5.74%
Dividend Yield (Forward)
5.74%
Total Yield
5.74%

Company Profile

NewtekOne Inc provides business and financial solutions under the Newtek and NewtekOne brands to the independent business owner (SMB) market. Its services are offered online and in some cases delivered by staff via video and voice calls. The company offers lending products, FDIC insured deposit products and services, payments processing, payroll services and insurance brokerage services. Loan products include SBA 7(a), ALP, SBA 504, and traditional C&I and CRE bank loans, while deposit products include consumer high yield savings accounts, high yield certificates of deposit, zero-fee business checking and business money market accounts. The company operates through four reportable segments Banking, Alternative Lending, NSBF and Payments.
Sector
Financial Services
Industry
Banks - Regional
Stock Style Box
Small Value
Total Number of Employees
572

Valuation

Metric
NEWT
Price/Earnings (Normalized)
5.84
Price/Book Value
1.07
Price/Sales
1.34
Price/Cash Flow
Price/Earnings
NEWT

Financial Strength

Metric
NEWT
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
NEWT
Return on Assets (Normalized)
2.72%
Return on Equity (Normalized)
20.63%
Return on Invested Capital (Normalized)
Return on Assets
NEWT

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