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Upturn AI SWOT - About
Arrowmark Financial Corp (BANX)
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Upturn Advisory Summary
09/16/2025: BANX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 35.06% | Avg. Invested days 139 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 148.59M USD | Price to earnings Ratio 8.87 | 1Y Target Price 22 |
Price to earnings Ratio 8.87 | 1Y Target Price 22 | ||
Volume (30-day avg) - | Beta 0.34 | 52 Weeks Range 16.66 - 21.05 | Updated Date 06/29/2025 |
52 Weeks Range 16.66 - 21.05 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.62% | Basic EPS (TTM) 2.35 |
Earnings Date
Report Date 2025-06-13 | When After Market | Estimate - | Actual - |
Profitability
Profit Margin 56.83% | Operating Margin (TTM) 78.4% |
Management Effectiveness
Return on Assets (TTM) 7.1% | Return on Equity (TTM) 10.89% |
Valuation
Trailing PE 8.87 | Forward PE - | Enterprise Value 192607120 | Price to Sales(TTM) 5.04 |
Enterprise Value 192607120 | Price to Sales(TTM) 5.04 | ||
Enterprise Value to Revenue 9.95 | Enterprise Value to EBITDA - | Shares Outstanding 7126810 | Shares Floating - |
Shares Outstanding 7126810 | Shares Floating - | ||
Percent Insiders 0.08 | Percent Institutions 18.63 |
Upturn AI SWOT
Arrowmark Financial Corp
Company Overview
History and Background
Arrowmark Financial Corp (ARROW) is an investment management firm focused on credit and specialty finance strategies. Founded in 2007, it offers diverse investment solutions for institutional clients and high-net-worth individuals. They grew through internal expansion and strategic client acquisition over time.
Core Business Areas
- Credit Strategies: Focuses on investing in a range of credit instruments, including corporate bonds, leveraged loans, and structured credit.
- Specialty Finance: Invests in niche lending and financing opportunities, often targeting underserved segments of the market.
- Real Estate: Investment in commercial real estate debt and equity.
Leadership and Structure
The leadership team comprises experienced investment professionals with backgrounds in credit, finance, and asset management. The organizational structure is designed to support independent investment teams focused on specific strategies.
Top Products and Market Share
Key Offerings
- Private Credit Funds: Offers a range of private credit funds that invest in directly originated loans to middle-market companies. Difficult to give exact market share data without proprietary market research, but this segment benefits from the retrenchment of traditional banks. Competitors include Ares Capital Corporation (ARCC), Blackstone (BX), and Apollo Global Management (APO).
- CLOs (Collateralized Loan Obligations): Manages CLOs that invest in senior secured loans. Competitors are similar to Private Credit funds, Ares, Blackstone, and Apollo.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with firms vying for capital from institutional investors and individuals. Key trends include the increasing demand for alternative investments and the focus on ESG (Environmental, Social, and Governance) factors.
Positioning
Arrowmark Financial Corp positions itself as a specialist in credit and specialty finance, offering differentiated investment solutions. Its competitive advantages include its experienced investment team and its focus on niche market segments.
Total Addressable Market (TAM)
The total addressable market for alternative investments is multi-trillion dollar space. Arrowmark is positioned with respect to its TAM as a boutique investment firm.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Focus on niche market segments
- Strong track record in credit and specialty finance
- Strong relationships with institutional investors
Weaknesses
- Smaller asset base compared to larger competitors
- Dependence on key personnel
- Limited brand recognition compared to larger competitors
Opportunities
- Growth in alternative investments
- Increasing demand for private credit
- Expansion into new asset classes
- Strategic acquisitions
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- BX
- APO
Competitive Landscape
Arrowmark Financial Corp competes with larger asset managers in the credit and specialty finance markets. Its smaller size allows for greater flexibility and specialization but also limits its reach. Arrowmark does not have a ticker as it is not a public company.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trend data is not available to the public.
Future Projections: Future projections are not available to the public.
Recent Initiatives: Recent initiatives data is not available to the public.
Summary
Arrowmark Financial Corp is a specialized asset management firm with expertise in credit and specialty finance. As a private entity with no stock ticker the data for market capitalization is not available. Its focus on niche markets and experienced team are strengths, but its smaller size poses challenges in a competitive industry. The firm benefits from the growing demand for alternative investments but is vulnerable to economic downturns and increased competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share estimates are approximate and based on publicly available data. Financial data for Arrowmark Financial Corp is limited due to its private status.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arrowmark Financial Corp
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2013-11-07 | Chairman & CEO Mr. Sanjai Suryaji Bhonsle | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
ArrowMark Financial Corp. is a closed-end balanced mutual fund launched and managed by ArrowMark Asset Management, LLC. It invests in public equity and fixed income markets of global region. For its equity portion, the fund invests in stocks of companies operating across financials, banks sectors. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in debt and subordinated debt, structured notes and securities, regulatory capital securities which are rated below investment grade. ArrowMark Financial Corp. was formed on February 7, 2013 and is domiciled in the United States.
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