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

COMMON STOCK | Other |

Last Closing

USD 23.62

Change

+0.02 (+0.08)%

Market Cap

USD 0.45B

Volume

2.55K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-22 )

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 -0.55% 49% F 56% F
Dividend Return 2.89% 65% D 91% A-
Total Return 2.35% 59% D- 64% D
Trailing 12 Months  
Capital Gain -4.37% 45% F 47% F
Dividend Return 5.57% 31% F 76% C+
Total Return 1.19% 48% F 51% F
Trailing 5 Years  
Capital Gain -10.50% 45% F 49% F
Dividend Return 14.80% 50% F 65% D
Total Return 4.31% 55% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain -1.98% 56% F 41% F
Dividend Return 0.63% 51% F 43% F
Total Return 2.62% 29% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 1.88% 100% F 99% N/A
Risk Adjusted Return 33.80% 76% C+ 69% C-
Market Capitalization 0.45B 68% D+ 61% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is 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.

What to not like:
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.