- ISIN
- US33751L1052
- CUSIP
- 33751L105
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Jul 19, 2018
Highlights
- Market Cap
- $303.06M
- Enterprise Value
- $288.75M
- EPS (TTM)
- $2.47
- PE Ratio
- 12.62
- PEG Ratio
- 1.85
- Total Revenue (TTM)
- $152.32M
- Gross Profit (TTM)
- $79.14M
- EBITDA (TTM)
- $18.76M
- Year Range
- $20.40 - $34.36
- Target Price
- $27.00
- ROA (TTM)
- 0.57%
- ROE (TTM)
- 6.57%
- Avg. Volume (1M)
- 65K
- Avg. Volume Value (1M)
- $2.10M
Share Price Chart
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Performance
MYFW Performance Chart
First Western Financial, Inc. (MYFW) is up 16.2% since the beginning of the year. At $31 per share, MYFW is trading 9.3% below its 52-week high of $34. Investors who bought $1,000 worth of MYFW shares 5 years ago would now be looking at an investment worth $1,202.
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Returns By Period
First Western Financial, Inc. (MYFW) has returned 16.19% so far this year and 47.77% over the past 12 months.
First Western Financial, Inc.
- 1D
- -1.98%
- 1M
- -5.58%
- 6M
- 23.86%
- YTD
- 16.19%
- 1Y
- 47.77%
- 3Y*
- 14.61%
- 5Y*
- 3.74%
- 10Y*
- —
- ALL TIME*
- 5.19%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
MYFW Monthly Returns History
Based on dividend-adjusted daily data since Jul 19, 2018, MYFW's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 55% of months were positive and 45% were negative. The best month was Mar 2021 with a return of +37.0%, while the worst month was Oct 2023 at -26.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MYFW closed higher 48% of trading days. The best single day was Dec 13, 2023 with a return of +16.4%, while the worst single day was Mar 31, 2021 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.19% | 0.56% | -2.81% | 15.17% | 3.04% | 10.08% | -2.99% | 16.19% | |||||
| 2025 | 7.93% | -5.73% | -1.21% | 7.33% | -1.19% | 8.25% | -4.06% | 7.92% | -1.43% | 0.28% | 5.46% | 10.10% | 37.14% |
| 2024 | -14.02% | -17.01% | 3.04% | 14.33% | 1.26% | 0.71% | 6.71% | 6.06% | 3.95% | -4.95% | 16.83% | -11.98% | -1.41% |
| 2023 | -6.75% | -1.45% | -23.46% | -10.30% | -4.17% | 9.28% | 11.51% | -2.03% | -10.68% | -26.34% | 24.16% | 19.46% | -29.56% |
| 2022 | 7.71% | 1.50% | -5.82% | 4.99% | -2.04% | -15.43% | 2.94% | -5.22% | -7.09% | 12.01% | 10.11% | -7.40% | -7.28% |
| 2021 | -5.62% | -1.19% | 37.04% | 2.64% | 8.10% | -6.70% | 0.12% | 4.40% | 6.61% | 0.59% | 3.31% | 1.27% | 55.14% |
Benchmark Metrics
First Western Financial, Inc. has an annualized alpha of 3.72%, beta of 0.61, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since July 19, 2018.
- This stock participated in 81.18% of S&P 500 Index downside but only 57.09% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.61 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.72%
- Beta
- 0.61
- R²
- 0.10
- Upside Capture
- 57.09%
- Downside Capture
- 81.18%
Return for Risk
Risk / Return Rank
MYFW ranks 86 for risk / return — above 86% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for First Western Financial, Inc. (MYFW) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MYFW | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 2.00 | +1.29 |
| Martin ratioReturn relative to average drawdown | 9.71 | 8.49 | +1.21 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the First Western Financial, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the First Western Financial, Inc. was 60.78%, occurring on Feb 26, 2024. Recovery took 588 trading sessions.
The current First Western Financial, Inc. drawdown is 8.89%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-60.78%Feb 2024 | 2y 1d | 2y 4mo | 4y 4moFeb 2022 - Jul 2026 | — |
-47.18%Dec 2018 | 5mo 8d | 2y 14d | 2y 5moJul 2018 - Jan 2021 | Rate-hike selloffLate 2018 |
-18.00%Feb 2021 | 24d | 1mo 6d | 2moJan 2021 - Mar 2021 | — |
-16.69%Apr 2021 | 24d | 5mo 15d | 6mo 9dMar 2021 - Oct 2021 | — |
-10.00%Jul 2026 | 10d | — | 16dJul 2026 - now | — |
Drawdown Indicators
| MYFW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.78% | -56.78% | -4.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -9.10% | -4.28% |
Max Drawdown (3Y)Largest decline over 3 years | -38.40% | -18.90% | -19.50% |
Max Drawdown (5Y)Largest decline over 5 years | -60.78% | -25.43% | -35.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -8.89% | -1.58% | -7.31% |
Average DrawdownAverage peak-to-trough decline | -27.61% | -10.70% | -16.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.14% | +2.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of First Western Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how First Western Financial, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MYFW, comparing it with other companies in the Banks - Regional industry. Currently, MYFW has a P/E ratio of 12.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MYFW compared to other companies in the Banks - Regional industry. MYFW currently has a PEG ratio of 1.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MYFW relative to other companies in the Banks - Regional industry. Currently, MYFW has a P/S ratio of 1.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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