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NEWT$13.63-1.80%
Fair $24.85+82.3%

NEWT

NewtekOne, Inc.

Financial Services / Banks - RegionalNasdaqGM

$13.63

-0.25 (-1.80%)

Significantly Undervalued+82.3%Fair Value $24.85Fund rank 66/100 · WatchlistSEC 5/5 yrs|
SA 62/B
F-Score: 3/9
High Debt

Book/ROE base 3Y

$25.89

+23.9% CAGR · P/B 1.7x

Book/ROE base 5Y

$26.60

+14.3% base · +15.7% expected

Precio de entrada

$12.44

MOS 18% · confianza 91%

Book/ROE escenarios

audited · book/share $14.88 · quality 69.0/100

Watchlist 66/100
Bear 5Y$13.04-0.9%
Base 5Y$26.60+14.3%
Bull 5Y$46.87+28.0%
Return 100/100Downside 95/100Model quality 16/100Data QA 35/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

62/100

B

Piotroski

3/9

balance/quality

Valuation

100/100

+82.3% upside

5Y CAGR

+15.7%

100/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 5Warnings: 1sec-companyfacts: 5
Generic DCF/FCF bypassed: financial balance-sheet sector valued with a sector-specific Book/ROE model. Debt-to-Equity ratio is 2.07, above the 2.0 threshold
Thesis & Journal · NEWTLocal privado en este navegador · NewtekOne, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$393M

P/E

6.0x

↓

EV/EBITDA

N/A

•

ROE

15.2%

↑

Gross Margin

N/A

•

Debt/Equity

2.07

↑
52-Week Range$14
$10$15

TradingView lightweight chart

NEWT price, volumen y niveles de valoración

Último $13.63Periodo -57.2%
Buy zone: $12.44Bear 5Y: $13.04Fair value: $24.85Base 5Y: $26.60Bull 5Y: $46.87

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-217.0%

FCF / Net income

-9.57x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $267.0M · net income $60.5M · FCF $-579.3M

2021-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

22.7%— pts

FCF margin

-217.0%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
Income Statement
Revenue$267.0M$267.0M$237.7M$185.1M$105.2M—
Net Income$60.5M$60.5M$50.9M$47.3M$32.3M$84.1M
EPS2.182.181.961.881.343.69
Net Margin22.7%22.7%21.4%25.6%30.7%—
Balance Sheet
Debt/Equity2.072.072.412.611.46—
Current Ratio21.4621.46————
Cash Flow
Free Cash Flow$-579.3M$-579.3M$-153.5M$-169.7M$-62.4M$140.9M
Returns
ROE15.2%15.2%17.2%19.0%8.6%20.8%
Valuation
P/E6.006.006.676.969.763.54
P/B0.880.881.111.280.840.74
Growth & Yield
Revenue Growth12.3%12.3%28.5%76.0%——
EPS Growth11.2%11.2%4.3%40.3%-63.7%—
Dividend Yield5.6%5.6%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-17.8%

fácil

EPS terminal req.

$1.21

Spread vs growth

29.1%

5Y implied EPS CAGR

-7.7%

fácil

EPS terminal req.

$1.46

Spread vs growth

18.9%

10Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$2.36

Spread vs growth

10.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +31.2%

Total return

+31.2%

Start / end P/E

5.5x → 6.3x

EPS bridge

1.96 → 2.18

Residual

+1.5%

EPS growth+11.2%
Multiple rerating+12.9%
Dividend+5.6%
Residual / FX / buybacks / cross-term+1.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.