Newtek Business Services Corp. (NEWT)
Company Info
| ISIN | US6525262035 |
|---|---|
| CUSIP | 652526203 |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Sep 27, 2000 |
Highlights
| Market Cap | $394.69M |
|---|---|
| EPS (TTM) | $1.66 |
| PE Ratio | 9.14 |
| PEG Ratio | 3.28 |
| Total Revenue (TTM) | $207.82M |
| Gross Profit (TTM) | $168.58M |
| EBITDA (TTM) | $106.00M |
| Year Range | $9.61 - $15.49 |
| Target Price | $14.66 |
| Short % | 4.99% |
| Short Ratio | 7.25 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: NEWT vs. MAIN, NEWT vs. ARCC, NEWT vs. GECC, NEWT vs. CSWC, NEWT vs. PSA, NEWT vs. BCSF, NEWT vs. SCHD, NEWT vs. ABR, NEWT vs. VICI, NEWT vs. COWZ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Newtek Business Services Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Newtek Business Services Corp. had a return of 15.22% year-to-date (YTD) and 20.79% in the last 12 months. Over the past 10 years, Newtek Business Services Corp. had an annualized return of 13.27%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.22% | 25.48% |
| 1 month | 17.05% | 2.14% |
| 6 months | 12.14% | 12.76% |
| 1 year | 20.79% | 33.14% |
| 5 years (annualized) | 1.64% | 13.96% |
| 10 years (annualized) | 13.27% | 11.39% |
Monthly Returns
The table below presents the monthly returns of NEWT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -12.97% | -3.91% | -3.04% | -1.91% | 27.43% | -8.58% | 12.96% | -10.44% | -0.56% | 6.58% | 15.22% | ||
| 2023 | 14.34% | -17.60% | -16.39% | -9.98% | 8.36% | 29.16% | 13.19% | 0.62% | -17.64% | -4.73% | -2.45% | 3.28% | -10.65% |
| 2022 | -3.40% | 2.25% | 0.13% | -6.22% | -2.92% | -19.36% | 11.52% | 1.23% | -21.19% | -1.41% | 17.34% | -10.63% | -33.20% |
| 2021 | 4.47% | 11.72% | 18.37% | 4.42% | 26.51% | 0.88% | -0.09% | -16.82% | -1.41% | 8.33% | 0.47% | -5.12% | 55.76% |
| 2020 | -8.56% | -8.45% | -27.79% | 13.55% | 14.40% | 6.18% | 6.10% | 1.07% | 1.04% | -10.72% | 8.75% | 11.95% | -1.80% |
| 2019 | 10.61% | 2.85% | 0.96% | 6.52% | 0.81% | 11.29% | -6.26% | 5.80% | 1.46% | -2.44% | 6.08% | -0.06% | 42.85% |
| 2018 | -7.57% | -1.17% | 9.31% | -0.55% | 12.24% | 0.83% | 5.58% | 10.18% | -7.66% | -7.40% | 10.06% | -16.11% | 3.21% |
| 2017 | -2.83% | 4.79% | 7.10% | -2.77% | 4.88% | -3.72% | 4.36% | 1.29% | 6.08% | -3.65% | 3.03% | 6.99% | 27.51% |
| 2016 | -23.39% | -1.50% | 22.41% | 1.52% | 3.07% | 0.05% | 2.59% | 3.22% | 9.14% | 6.24% | 1.12% | 6.47% | 27.85% |
| 2015 | -3.32% | 16.82% | 1.17% | 3.09% | 4.63% | 2.01% | 7.39% | -7.62% | -6.54% | 3.87% | 0.30% | 2.00% | 23.86% |
| 2014 | -7.96% | 4.50% | -4.64% | -4.17% | -1.81% | 1.11% | -10.22% | 14.23% | -2.14% | 1.38% | 2.44% | 3.36% | -5.99% |
| 2013 | 13.44% | -12.32% | 8.11% | 2.00% | 3.43% | -0.00% | 2.84% | 16.13% | 17.46% | -1.69% | -9.97% | 19.85% | 68.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NEWT is 52, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Newtek Business Services Corp. (NEWT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Newtek Business Services Corp. provided a 4.94% dividend yield over the last twelve months, with an annual payout of $0.75 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.75 | $0.72 | $2.75 | $3.15 | $2.05 | $2.15 | $1.80 | $1.64 | $1.93 | $4.05 |
Dividend yield | 4.94% | 5.22% | 16.92% | 11.40% | 10.42% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Newtek Business Services Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.57 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.72 |
| 2022 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.70 | $2.75 |
| 2021 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $1.05 | $3.15 |
| 2020 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.58 | $0.00 | $0.00 | $0.47 | $2.05 |
| 2019 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.71 | $2.15 |
| 2018 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.50 | $1.80 |
| 2017 | $0.00 | $0.00 | $0.36 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $1.64 |
| 2016 | $0.40 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.40 | $1.93 |
| 2015 | $0.39 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.50 | $2.69 | $0.00 | $4.05 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Newtek Business Services Corp.. 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 Newtek Business Services Corp. was 97.33%, occurring on Dec 29, 2008. Recovery took 2380 trading sessions.
The current Newtek Business Services Corp. drawdown is 46.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.33% | Jan 15, 2004 | 1243 | Dec 29, 2008 | 2380 | Aug 13, 2018 | 3623 |
| -68.63% | Sep 28, 2000 | 105 | Mar 12, 2001 | 648 | Dec 29, 2003 | 753 |
| -65.79% | Jun 7, 2021 | 700 | Mar 18, 2024 | — | — | — |
| -56.87% | Dec 18, 2019 | 65 | Mar 23, 2020 | 210 | Jan 21, 2021 | 275 |
| -30.99% | Aug 15, 2018 | 90 | Dec 21, 2018 | 90 | May 3, 2019 | 180 |
Volatility
Volatility Chart
The current Newtek Business Services Corp. volatility is 15.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Newtek Business Services Corp. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for NEWT in comparison to other companies of the Asset Management industry. Currently, NEWT has a PE value of 9.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for NEWT in comparison to other companies of the Asset Management industry. Currently, NEWT has a PEG value of 3.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Newtek Business Services Corp..
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Income Statement
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