Newtek Business Services Stock Buy Hold or Sell Recommendation
| NEWT Stock | USD 10.95 0.11 0.99% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding Newtek Business Services is 'Strong Buy'. Macroaxis provides Newtek Business buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NEWT positions. The advice algorithm takes into account all of Newtek Business' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Newtek Business' buy or sell advice are summarized below:
Real Value 9.93 | Target Price 18 | Hype Value 10.95 | Market Value 10.95 | Naive Value 9.69 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Newtek Business Services given historical horizon and risk tolerance towards Newtek Business. When Macroaxis issues a 'buy' or 'sell' recommendation for Newtek Business Services, the advice is generated through an automated system that utilizes algorithms and statistical models.
Newtek |
Execute Newtek Business Buy or Sell Advice
The Newtek recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Newtek Business Services. Macroaxis does not own or have any residual interests in Newtek Business Services or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Newtek Business' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Newtek Business Trading Alerts and Improvement Suggestions
| Newtek Business generated a negative expected return over the last 90 days | |
| 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. | |
| On 15th of April 2024 Newtek Business paid $ 0.19 per share dividend to its current shareholders | |
| Latest headline from investing.com: NewtekOne director Salvatore Mulia sells shares worth over 8k |
Newtek Business Returns Distribution Density
The distribution of Newtek Business' historical returns is an attempt to chart the uncertainty of Newtek Business' future price movements. The chart of the probability distribution of Newtek Business daily returns describes the distribution of returns around its average expected value. We use Newtek Business Services price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Newtek Business returns is essential to provide solid investment advice for Newtek Business.
| Mean Return | -0.15 | Value At Risk | -3.32 | Potential Upside | 4.57 | Standard Deviation | 2.54 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Newtek Business historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Newtek Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Newtek Business is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Newtek Business Services backward and forwards among themselves. Newtek Business' institutional investor refers to the entity that pools money to purchase Newtek Business' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | American Century Companies Inc | 2023-12-31 | 164.3 K | Boothbay Fund Management, Llc | 2023-12-31 | 144.3 K | Bard Associates Inc | 2023-12-31 | 126.8 K | Aptus Capital Advisors, Llc | 2023-12-31 | 121.8 K | Ancora Advisors Llc | 2023-12-31 | 91.3 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 85 K | First Trust Advisors L.p. | 2023-12-31 | 77.1 K | Avenir Corporation | 2023-09-30 | 64.8 K | Davidson D A & Co | 2023-12-31 | 62.2 K | Royce & Associates, Lp | 2023-12-31 | 2 M | Blackrock Inc | 2023-12-31 | 1.8 M |
Newtek Business Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.9M | 18.2M | 135.4M | (61.3M) | 58.4M | 61.3M | |
| Free Cash Flow | (89.1M) | 17.8M | 140.9M | (62.4M) | (89.1M) | (84.6M) | |
| Other Non Cash Items | 10.3M | (10.1M) | (74.0M) | (36.6M) | (48.7M) | (46.3M) | |
| Dividends Paid | 40.8M | 42.6M | 70.1M | 64.5M | 14.1M | 13.4M | |
| Capital Expenditures | 627K | 126K | 10K | 11K | 458K | 435.1K | |
| Net Income | 41.1M | 33.6M | 84.1M | 32.3M | 47.3M | 49.7M | |
| End Period Cash Flow | 33.2M | 51.4M | 186.9M | 125.6M | 184.0M | 193.2M | |
| Investments | (627K) | (126K) | (10K) | (11K) | (123.0M) | (116.9M) | |
| Net Borrowings | 102.0M | 18.4M | 21.5M | 67.1M | 77.1M | 54.8M | |
| Change To Netincome | (112.1M) | (12.0M) | (76.7M) | (32.7M) | (29.4M) | (30.9M) |
Newtek Business Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Newtek Business or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Newtek Business' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Newtek stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.28 | |
β | Beta against NYSE Composite | 1.37 | |
σ | Overall volatility | 2.54 | |
Ir | Information ratio | -0.1 |
Newtek Business Volatility Alert
Newtek Business Services exhibits very low volatility with skewness of 0.26 and kurtosis of 0.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Newtek Business' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Newtek Business' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Newtek Business Fundamentals Vs Peers
Comparing Newtek Business' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Newtek Business' direct or indirect competition across all of the common fundamentals between Newtek Business and the related equities. This way, we can detect undervalued stocks with similar characteristics as Newtek Business or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Newtek Business' fundamental indicators could also be used in its relative valuation, which is a method of valuing Newtek Business by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Newtek Business to competition |
| Fundamentals | Newtek Business | Peer Average |
| Return On Equity | 0.15 | -0.31 |
| Return On Asset | 0.0632 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.48 % | (5.51) % |
| Current Valuation | 1.25 B | 16.62 B |
| Shares Outstanding | 24.71 M | 571.82 M |
| Shares Owned By Insiders | 6.75 % | 10.09 % |
| Shares Owned By Institutions | 38.25 % | 39.21 % |
| Number Of Shares Shorted | 1.87 M | 4.71 M |
| Price To Earning | 11.31 X | 28.72 X |
| Price To Book | 1.23 X | 9.51 X |
| Price To Sales | 1.04 X | 11.42 X |
| Revenue | 253.14 M | 9.43 B |
| Gross Profit | 86.24 M | 27.38 B |
| EBITDA | 112.12 M | 3.9 B |
| Net Income | 47.33 M | 570.98 M |
| Cash And Equivalents | 4.17 M | 2.7 B |
| Cash Per Share | 0.17 X | 5.01 X |
| Total Debt | 1.11 B | 5.32 B |
| Debt To Equity | 1.32 % | 48.70 % |
| Current Ratio | 12.36 X | 2.16 X |
| Book Value Per Share | 9.29 X | 1.93 K |
| Cash Flow From Operations | (88.6 M) | 971.22 M |
| Short Ratio | 10.83 X | 4.00 X |
| Earnings Per Share | 1.88 X | 3.12 X |
| Price To Earnings To Growth | 3.28 X | 4.89 X |
| Target Price | 13.75 | |
| Number Of Employees | 528 | 18.84 K |
| Beta | 1.29 | -0.15 |
| Market Capitalization | 270.56 M | 19.03 B |
| Total Asset | 1.44 B | 29.47 B |
| Retained Earnings | 28.05 M | 9.33 B |
| Annual Yield | 0.07 % |
Note: Disposition of 750 shares by Salvatore Mulia of Newtek Business at 10.87 subject to Rule 16b-3 [view details]
Newtek Business Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Newtek . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Newtek Business Buy or Sell Advice
When is the right time to buy or sell Newtek Business Services? Buying financial instruments such as Newtek Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 481.1M | 547.3M | 1.1B | 1.2B | Total Assets | 1.1B | 998.9M | 1.4B | 1.5B |
Use Investing Ideas to Build Portfolios
In addition to having Newtek Business in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Candy and Soda Thematic Idea Now
Candy and Soda
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Candy and Soda theme has 13 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Candy and Soda Theme or any other thematic opportunities.
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Check out Newtek Business Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
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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.
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Is Newtek Business' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Newtek Business. If investors know Newtek will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Newtek Business listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.19) | Dividend Share 0.72 | Earnings Share 1.88 | Revenue Per Share 11.175 | Quarterly Revenue Growth 1.182 |
The market value of Newtek Business Services is measured differently than its book value, which is the value of Newtek that is recorded on the company's balance sheet. Investors also form their own opinion of Newtek Business' value that differs from its market value or its book value, called intrinsic value, which is Newtek Business' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Newtek Business' market value can be influenced by many factors that don't directly affect Newtek Business' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Newtek Business' value and its price as these two are different measures arrived at by different means. Investors typically determine if Newtek Business is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Newtek Business' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.