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AMAL

🏦 Financial Services

Amalgamated Financial Corp.

Conservative #231Aggressive #515Low RiskModerate 79
$39.95+3.42%
Day High$40.39
Day Low$38.66
Volume0.2M
Mkt Cap$1.2B
52W Low $2552W High $43
Market Cap
$1.2B
P/E Ratio
11.6
Sector avg: 49.4
Rev Growth
4.5%
Sector avg: 13.4%
Earnings Growth
-1.9%
Profit Margin
23.0%
Sector avg: -2.8%
Debt/Equity
0.12

Why This Score

AMAL scores 63.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • High net margin of 23.0%, indicating pricing power and operational efficiency.
  • Attractively valued at 11.6x earnings, below the market average.
  • Positive but moderate momentum (31%) — steady appreciation without overheating.
  • High conviction (79/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.

Moderate penalties (-5.1 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score63.5
Fundamental Score67.8
ML Score52.0

Score by Horizon

3 Month
76.6
6 Month
85.7
Primary
1 Year
90.2

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
51
Neutral
Analyst (6.4%)
71
Favorable
Tradability (post-hoc)
52
Grade Clow volume
Base
59.6
SHAP
+3.0
Factors
+1.0
Divergence
-0.1
Final
63.5
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)66.0
Technical (Momentum, Weinstein, Volatility)87.0
External (Sentiment, Analyst, Macro)55.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+3.5% to +8.4%
Medium-term
+6.2% to +13.7%
Long-term
+8.9% to +19.0%

ML Model Core Features100 trained inputs → ML Score: 52

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score70.8/100
Target Upside-29.7%
Coverage6 analysts
Market Sentiment
Sentiment Score51.0/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.3%
6M Momentum+0.5%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-14.8%
Momentum ConsistencyModerate (0.67)
Relative Strength vs Sector+21.6%
Trend Strength (ADX Proxy)Strong (3.6)
Momentum Quality+0.267
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
23%
Moderate — watch growth
Sector RevGr Rank
P50
Revenue growth vs Financial Services peers
Sector PE Rank
P59
Valuation vs Financial Services peers
Sector FCF Rank
P78
Free cash flow vs Financial Services peers
Growth Deviation
+0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 67 relative to sector peers67/100
Machine learning model ranks this stock at the 78th percentileP78
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.4pt (features align with model priorities)
Blend: 91% fund (67.2) + 9% ML (77.6) + SHAP(+4.4) = 72.6
Factor quality: +1.5pt (multi-factor composite)
Risk assessment: low. Annualized volatility 8.4%. Max drawdown 13% (-1.8 pts)Low
Market cap adjustment: -8.0 points ($1.2B market cap)-8.0 pts
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -8 pointsGrade B
Quality concern: High accrual ratio (-24.8%) — earnings quality concern; CRE concentration risk: regional bank with likely elevated commercial real estate exposure — forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services — Rank #71 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
AMAL63.511.64.5%23.0%$1.2B
CME84.927.29.9%57.5%$109.0B
CINF82.310.711.4%18.9%$25.4B
ACT82.08.92.4%54.6%$6.0B
SEIC80.914.010.7%27.3%$9.6B
TROW79.310.13.1%28.5%$20.5B
FHB78.311.83.2%24.2%$3.3B
MCHB77.70.0123.7%23.2%$3.4B
TRMK75.611.934.8%19.3%$2.7B
BCAL74.39.926.2%27.1%$613M
NMIH73.97.78.4%55.1%$3.0B
FFIN73.218.811.7%30.7%$4.8B
TW73.130.018.9%39.6%$24.8B
VCTR73.118.38.8%32.3%$4.9B
VLY72.412.5-2.2%17.1%$7.5B
QQQX72.310.448.6%257.3%$1.4B
Sector Average45.849.413.4%-2.8%

Market Sentimentvia FMP

Analyst Consensus
Buy6 analysts
Buy: 5Hold: 1
Price Target
$27consensus
Low $27Median $27High $27
-32.4% to consensus target

Company Overviewvia FMP

Amalgamated Financial Corp. operates as the bank holding company for Amalgamated Bank that provides commercial and retail banking, investment management, and trust and custody services for commercial and retail customers in the United States. The company accepts various deposit products, including non-interest bearing accounts, interest-bearing demand products, savings accounts, money market accounts, NOW accounts, and certificates of deposit. It also provides various commercial loans comprising commercial and industrial, multifamily mortgage, and commercial real estate loans; and retail loans, such as residential real estate, and consumer and other loans. In addition, the company offers online banking, bill payment, online cash management, and safe deposit box rental services; debit and ATM cards; and trust, custody, and investment management services comprising asset safekeeping, corporate actions, income collections, proxy, account transition, asset transfers, and conversion management services. Further, it provides investment products, such as equity, fixed-income, real estate, and alternative investment products; and brokerage, asset management, and insurance products. The company operates through its three branch offices across New York City, one branch office in Washington, D.C., one branch office in San Francisco, one commercial office in Boston, and digital banking platform. Amalgamated Financial Corp. was founded in 1923 and is headquartered in New York, New York.

CEO
Priscilla Sims Brown
Employees
429
Beta
0.81
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
47.1
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-6.4%
High: $42.66
From 52W Low
+59.6%
Low: $25.03
Moving Averages
10-Day
$40.20
Below
20-Day
$40.10
Below
50-Day
$36.40
Above
200-Day
$31.10
Above
60-Day Support
$29.01
60-Day Resistance
$42.66
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 83/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+28.5%
200 SMA Slope (60d)
+5.99%
Rising
Volume Ratio
0.9x
10d avg vs 50d avg
Days in Stage
62
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$115M$118M$112M$110M
Gross Profit$85M$80M$76M$79M
Operating Income$33M$37M$35M$35M
Net Income$27M$27M$26M$25M
EPS (Diluted)$0.88$0.88$0.84$0.81
Gross Margin74.0%67.5%67.8%72.0%
Operating Margin28.9%31.1%31.6%31.7%
Net Margin23.1%22.7%23.2%22.8%

Why This Stock

Financial ServicesP/E ratio of 11.6Profit margin 23.0%Valuation below sector median (P/E 11.6)

Tradability FilterGrade C — 52/100Score impact: -4.1pt

Volume
48
194K avg/day
Dollar Vol
55
$8M/day
Float
40
0K shares
Mkt Cap
43
$1.2B
Range
95
70% spread
Composite Liquidity Score52/100
FDCBA
low volume

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$13.48$20.2240%Wide
2022$15.58$27.3354.8%Wide
2023$14.05$27.7765.6%Wide
2024$21.33$38.1956.7%Wide
2025$25.03$37.2639.3%Wide
3-Year Range
92.4%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
70.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.