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Arrowmark Financial Corp (BANX)
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Upturn Advisory Summary
11/05/2025: 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 28.6% | Avg. Invested days 158 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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. specializes in providing investment management services. Information about its founding year and detailed history is limited in publicly available sources.
Core Business Areas
- Investment Management: Provides investment management services across various asset classes, including credit, fixed income, and alternative investments. They cater to institutional clients and high-net-worth individuals.
Leadership and Structure
Information on Arrowmark Financial Corp's specific leadership team and organizational structure is not readily available in public sources. They likely have a typical structure for an investment management firm, with portfolio managers, analysts, and administrative staff.
Top Products and Market Share
Key Offerings
- Credit Strategies: Investment strategies focused on various credit instruments, including corporate bonds, loans, and high-yield securities. Market share data is not readily available. Competitors include firms specializing in credit investments, such as Oaktree Capital Management (OAK) and Apollo Global Management (APO).
- Fixed Income Strategies: Investment strategies centered on fixed income securities, such as government bonds, municipal bonds, and mortgage-backed securities. Market share data is not readily available. Competitors include firms with large fixed income divisions, such as BlackRock (BLK) and PIMCO.
- Alternative Investments: Investment strategies that may include private credit, real estate, or other less liquid assets. Market share data is not readily available. Competitors include firms with strong alternative investment platforms, such as Blackstone (BX) and The Carlyle Group (CG).
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with a large number of firms offering a wide range of investment products and services. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes.
Positioning
Arrowmark Financial Corp. is positioned as a specialized investment manager focusing on credit, fixed income, and alternative investments. Their competitive advantage likely lies in their expertise in these specific asset classes.
Total Addressable Market (TAM)
The total addressable market for investment management is in the trillions of dollars. Arrowmark's position depends on its success in targeting niche areas within credit, fixed income and alternatives.
Upturn SWOT Analysis
Strengths
- Specialized expertise in credit, fixed income, and alternative investments
- Experienced investment professionals
- Strong relationships with institutional clients
Weaknesses
- Limited brand recognition compared to larger investment firms
- Dependence on key personnel
- Potential concentration of assets under management
Opportunities
- Growing demand for alternative investments
- Increasing interest in ESG investing
- Expansion into new geographic markets
Threats
- Increased competition from larger investment firms
- Economic downturn
- Changes in regulations
Competitors and Market Share
Key Competitors
- BLK
- APO
- OAK
- BX
- CG
Competitive Landscape
Arrowmark needs to strategically differentiate itself from major players like BlackRock and Apollo. It must focus on niche capabilities and client relationships to maintain viability.
Growth Trajectory and Initiatives
Historical Growth: N/A
Future Projections: N/A
Recent Initiatives: N/A
Summary
Arrowmark Financial Corp is likely a specialized investment management firm that is competing in a crowded marketplace. The company's strength lies in its specific expertise, but it faces challenges from larger and more established competitors. Arrowmark needs to focus on its strengths, mitigate its weaknesses, and capitalize on growth opportunities in order to be successful.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Public sources, industry reports, competitor analysis.
- Hypothetical Market Share Data
Disclaimers:
This analysis is based on limited publicly available information. Financial data and market share estimates are for illustrative purposes only and may not be accurate.
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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