NEWTZ:NSD-Newtek Business Services Corp. 5.50% Notes Due 2026 (USD)

NOTES | Other |

Last Closing

USD 24.66

Change

-0.04 (-0.16)%

Market Cap

USD 0.45B

Volume

1.42K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Other

ETFs Containing NEWTZ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Other) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.83% 67% D+ 56% F
Dividend Return 5.79% 33% F 80% B-
Total Return 9.63% 67% D+ 62% D
Trailing 12 Months  
Capital Gain 2.96% 68% D+ 55% F
Dividend Return 5.75% 31% F 78% C+
Total Return 8.71% 63% D 60% D-
Trailing 5 Years  
Capital Gain -4.60% 53% F 50% F
Dividend Return 18.63% 29% F 74% C
Total Return 14.03% 65% D 54% F
Average Annual (5 Year Horizon)  
Capital Gain -1.55% 56% F 34% F
Dividend Return 1.45% 54% F 38% F
Total Return 3.01% 25% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 4.11% 98% N/A 95% A
Risk Adjusted Return 35.34% 73% C 66% D+
Market Capitalization 0.45B 58% F 60% D-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.