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NEWTG

🏦 Financial Services

NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029

Conservative #862Aggressive #1084Low RiskML↑ 34pt
$25.11-2.27%
Day High$25.20
Day Low$25.00
Volume0.0M
Mkt Cap$725M
52W Low $2452W High $26
Market Cap
$741M
P/E Ratio
10.4
Sector avg: 26.8
Rev Growth
1.0%
Sector avg: 13.4%
Earnings Growth
19.0%
Profit Margin
23.2%
Sector avg: -2.8%
Debt/Equity
5.64

Why This Score

NEWTG scores 40.8 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
  • Strong profitability: ROE of 17.3% exceeds the 15% quality threshold.
  • High net margin of 23.2%, indicating pricing power and operational efficiency.
  • Attractively valued at 10.4x earnings, below the market average.
  • Low volatility (1.7% annualized) — well-suited for risk-averse portfolios.
  • Positive but moderate momentum (11%) — steady appreciation without overheating.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 25-point penalty for execution risk.
  • Elevated leverage (D/E 5.64) increases financial risk in a rising-rate environment.

Net penalties of -25.0 points significantly impact the ranking. Without these adjustments, NEWTG would rank considerably higher.

Score Breakdown

Overall Score40.8
Fundamental Score64.0
ML Score53.0

Score by Horizon

3 Month
57.6
6 Month
64.4
Primary
1 Year
67.8

Quality Assessment

C
Quality Grade
Average quality — moderate profitability or leverage
3 quality flags detected — see details below. These penalties are already factored into the final score.
Quality Flags
High accrual ratio (681.0%) — earnings quality concern
False stability: 0.017 vol with only 1.0% revenue growth — stagnation, not safety
Extreme leverage: D/E ratio of 5.6x — balance sheet risk

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%)
20
Topping
Sentiment (2.5%)
43
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
0
Grade Fvery low volume, very low dollar volume
Base
36.8
SHAP
+3.6
Factors
+0.4
Final
40.8
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

56AVG
Value84
Quality56
Growth55
Stability71
Investment12

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)57.0
Technical (Momentum, Weinstein, Volatility)82.0
External (Sentiment, Analyst, Macro)61.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-3.7% to +0.5%
Medium-term
-5.3% to +1.0%
Long-term
-6.9% to +1.5%

ML Model Core Features100 trained inputs → ML Score: 53

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 Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score43.0/100
News Volume1 articles
Technical Stage
Weinstein Stage3 — Topping
12M Momentum+0.1%
6M Momentum+0.1%
Volatility+0.0%
Momentum & Technical
Momentum Acceleration+3.5%
Momentum ConsistencyModerate (0.69)
Relative Strength vs Sector+2.6%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.112
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
1%
Low risk
Sector RevGr Rank
P42
Revenue growth vs Financial Services peers
Sector PE Rank
P80
Valuation vs Financial Services peers
Sector FCF Rank
P1
Free cash flow vs Financial Services peers
Growth Deviation
-0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 64 relative to sector peers64/100
Machine learning ensemble ranks this stock at the 53th percentileP53
Blended score: 80% fundamental (64) + 20% ML (53) = 61.861.8
Risk assessment: low. Low vol 0.0%; Drawdown 2% → 0.0ptLow
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by 0 pointsGrade C
SHAP feature alignment: +3.6pt (features align with model priorities)SHAP
Risk Factors
Quality concern: High accrual ratio (681.0%) — earnings quality concern; False stability: 0.017 vol with only 1.0% revenue growth — stagnation, not safety; Extreme leverage: D/E ratio of 5.6x — balance sheet riskFlag
Liquidity penalty: -25.0pt (grade F)Liquidity

Sector Peer Comparison(Financial Services — Rank #243 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
NEWTG40.810.41.0%23.2%$741M
CME86.427.29.9%57.5%$114.0B
FHB84.911.83.2%24.2%$3.1B
ACT84.58.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.4B
SEIC82.214.010.7%27.3%$9.9B
TROW79.910.13.1%28.5%$20.5B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.2B
HWC77.812.2-1.5%24.1%$5.6B
FFIN77.518.811.7%30.7%$4.7B
TRMK77.111.934.8%19.3%$2.6B
NMIH77.17.78.4%55.1%$3.0B
EWBC76.712.74.6%28.3%$15.3B
WSFS76.312.8-3.1%21.1%$3.5B
MCHB76.1N/A123.7%23.2%$3.1B
Sector Average47.526.813.4%-2.8%—

Market Sentimentvia FMP

No analyst sentiment data available for NEWTG.

Company Overviewvia FMP

NewtekOne, Inc. is a financial holding company, which engages in the provision of business and financial solutions. Its brands include Newtek Bank, Newtek Lending, Newtek Payments, Newtek Insurance, Newtek Payroll, and Newtek Technology. The company was founded by Barry Sloane in 1998 and is headquartered in Boca Raton, FL.

CEO
Barry Sloane
Employees
591
Beta
1.32
Industry
Financial - Credit Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
40.4
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-2.3%
High: $25.7
From 52W Low
+4.6%
Low: $24
Moving Averages
10-Day
$25.50
Below
20-Day
$25.50
Below
50-Day
$25.30
Below
200-Day
$25.10
Above
60-Day Support
$25
60-Day Resistance
$25.7
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 3 — ToppingScore: 11/100

Stock is losing momentum near highs. The 200-day SMA is flattening or beginning to turn. Historically, this stage precedes distribution.

Exercise caution; tighten risk management
Price vs 200 SMA
+0%
200 SMA Slope (60d)
+0.49%
Flattening
Volume Ratio
0.97x
10d avg vs 50d avg
Days in Stage
100
Confidence: 70%
Recent Gap Down

Entry & Exit Zones

Avoid
$24.05
Stop Entry Now Target
$25.86
No Entry
—
No new entry — distribution phase
Exit Target
$25.11
Reduce at current price ($25.11)
Stop Level
$24.79
Below SMA50 ($24.79)

Stage 3 distribution — institutional selling pressure is building. Avoid new positions. If already holding, consider reducing and tightening stops below SMA50.

Technical zones only — derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$75M$70M$77M$38M
Gross Profit$55M$48M$79M$14M
Operating Income$40M$39M$45M$-41M
Net Income$20M$18M$14M$9M
EPS (Diluted)$0.65$0.70$0.52$0.35
Gross Margin72.7%68.4%102.6%36.8%
Operating Margin53.4%55.4%58.1%-107.5%
Net Margin26.0%25.5%17.7%24.7%

Why This Stock

Financial ServicesP/E ratio of 10.4Profit margin 23.2%

Tradability FilterGrade F — 0/100Score impact: -14.1pt

Low Tradability Warning

This stock has limited trading volume and/or float. Institutional investors may face difficulty entering or exiting positions without significant price impact. A post-hoc penalty has been applied to the composite score (this is not a backtested model factor — it is a practical tradability overlay).

Volume
0
5K avg/day
Dollar Vol
0
$120K/day
Float
0
25M shares
Mkt Cap
0
$741M
Range
0
7% spread
Composite Liquidity Score0/100
FDCBA
very low volumevery low dollar volumesideways trading

Growth Projection Adjustment

0.7x dampening
stagnation flag

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
86.4%
Outstanding Shares
29M
Bid-Ask Spread
7.0%
Institutional Tradable
No

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.