Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.084
Buy
RSI(14)
60.969
Neutral
STOCH(KDJ)(9,3,3)
63.960
Neutral
ATR(14)
0.317
High Vlolatility
CCI(14)
84.762
Neutral
Williams %R
22.013
Buy
TRIX(12,20)
0.259
Sell
StochRSI(14)
35.284
Sell
NewtekOne Inc
NEWT12.420USD
+0.130+1.06%
Market hours （ET）Quotes delayed by 15 min
326.85MMarket Cap
6.67P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-26Key Insights
The company's fundamentals are relatively very healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Hold.Despite a weak stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
6
analysts
Hold
Current Rating
14.075
Target Price
+14.52%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
NewtekOne, Inc. is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a range of business and financial solutions under the Newtek brand to independent business owners. The Company's business and financial solutions include banking (Newtek Bank, N.A.), business lending, United States small business administration (SBA) lending solutions, electronic payment processing, accounts receivable financing and inventory financing, insurance solutions, and payroll and benefits solutions. In addition, the Company offers its clients the technology solutions (cloud computing, data backup, storage and retrieval, information technology (IT) consulting and Web services) provided by Intelligent Professional Management Corp. Its registered trademarks include Newtek, NewtekOne, Newtek Bank, National Association, Your Business Solutions Company, One Solution for All Your Business Needs and Newtek Advantage.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 92.52% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 52.43.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 38.80%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 38.80%.
Undervalued
The company’s latest PE is 6.00, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 13.28M shares, increasing 2.39% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 1.43M shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 0.40.
Financial Health
Currency: USD Updated：2025-08-26The company's current financial score is 6.37, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 75.23M, representing a year-over-year increase of 37.21%, while its net profit experienced a year-over-year increase of 3.06%.
Score
Financials
8.41
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
3.86
Operational Efficiency
7.31
Growth Potential
7.11
Shareholder Returns
5.13
Valuation Dimension
Currency: USD Updated：2025-08-26The company’s current valuation score is 6.40, which is higher than the Banking & Investment Services industry's average of 5.18. Its current P/E ratio is 6.00, which is 45.87% below the recent high of 8.75 and -12.04% above the recent low of 6.72.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 146/524
No Data
Forecast
Currency: USD Updated：2025-08-26The company’s current earnings forecast score is 6.33, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for NewtekOne Inc is 13.00, with a high of 18.30 and a low of 12.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
6
analysts
Hold
Current Rating
14.075
Target Price
+14.52%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
15
Total
5
Median
4
Average
Company name
Ratings
Analysts
NewtekOne Inc
NEWT
6
Runway Growth Finance Corp
RWAY
10
AerCap Holdings NV
AER
10
Air Lease Corp
AL
7
MSC Income Fund Inc
MSIF
6
Jefferson Capital Inc
JCAP
4
1
2
3
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-26The company’s current price momentum score is 8.51, which is lower than the Banking & Investment Services industry's average of 8.70. Sideways: Currently, the stock price is trading between the resistance level at 12.94 and the support level at 11.35, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
12.222
Buy
MA10
12.163
Buy
MA20
11.811
Buy
MA50
11.558
Buy
MA100
11.086
Buy
MA200
12.099
Buy
Institutional Confidence
Currency: USD Updated：2025-08-26The company’s current institutional recognition score is 5.00, which is lower than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 50.43%, representing a quarter-over-quarter increase of 1.63%. The largest institutional shareholder is The Vanguard, holding a total of 1.43M shares, representing 5.44% of shares outstanding, with 3.40% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Sloane (Barry R)
Geode Capital Management, L.L.C.
Marshall Wace LLP
State Street Global Advisors (US)
AQR Capital Management, LLC
Epoch Investment Partners, Inc.
Segall Bryant & Hamill, LLC
1
2
Risk Assessment
Currency: USD Updated：2025-08-26The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 4.59, which is lower than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.32. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.32
VaR
+3.62%
240-Day Maximum Drawdown
+38.29%
240-Day Volatility
+41.02%
Return
Best Daily Return
60 days
+3.74%
120 days
+7.32%
5 years
+11.28%
Worst Daily Return
60 days
-4.93%
120 days
-9.12%
5 years
-27.35%
Sharpe Ratio
60 days
+1.77
120 days
+0.03
5 years
+0.23
Risk Assessment
Maximum Drawdown
240 days
+38.29%
3 years
+53.91%
5 years
+75.35%
Return-to-Drawdown Ratio
240 days
+0.16
3 years
-0.13
5 years
-0.08
Skewness
240 days
+0.20
3 years
-0.49
5 years
-1.44
Volatility
Realised Volatility
240 days
+41.02%
5 years
+41.32%
Standardised True Range
240 days
+3.36%
5 years
+5.18%
Downside Risk-Adjusted Return
120 days
+3.70%
240 days
+3.70%
Maximum Daily Upside Volatility
60 days
+23.79%
Maximum Daily Downside Volatility
60 days
+23.96%
Liquidity
Average Turnover Rate
60 days
+0.83%
120 days
+0.93%
5 years
--
Turnover Deviation
20 days
+40.22%
60 days
+19.81%
120 days
+34.27%
Peers
Currency: USD Updated：2025-08-26NewtekOne Inc
NEWT
6.48 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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BK
8.20 /10
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Forecast
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WTFC
8.11 /10
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Valuation Dimension
Forecast
Momentum
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SYF
8.09 /10
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Valuation Dimension
Forecast
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Institutional Confidence
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AMG
8.08 /10
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Institutional Confidence
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
