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Upturn AI SWOT - About
Arrowmark Financial Corp (BANX)
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Upturn Advisory Summary
08/28/2025: 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 26.12% | Avg. Invested days 135 | 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 08/28/2025 |
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 a specialty finance company founded in 2007. It focuses on providing financing solutions to middle-market companies.
Core Business Areas
- Direct Lending: Origination, structuring, and investment in direct loans to middle-market companies.
- Structured Credit: Investment in structured credit securities, including collateralized loan obligations (CLOs).
- Real Estate: Investment in the commercial real estate sector in the form of loans, equity, and real estate securities.
Leadership and Structure
Karen D. Lang is the CEO. The company operates with a team of investment professionals and a structured management hierarchy.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Arrowmark provides senior secured loans to middle-market companies. This is a competitive market with many players, and the company's specific market share data is difficult to ascertain precisely. Competitors include Ares Capital (ARCC) and Golub Capital BDC (GBDC).
- CLO Investments: Arrowmark invests in CLOs, which are securities backed by a pool of loans. This market share data is also highly variable, and company-specific data is challenging to isolate. Competitors include Eagle Point Credit Company (ECC).
Market Dynamics
Industry Overview
The specialty finance industry is characterized by providing capital to underserved markets, particularly middle-market companies. Interest rates, economic conditions, and regulatory changes significantly impact the industry.
Positioning
Arrowmark Financial Corp is positioned as a provider of flexible capital solutions to middle-market companies. Its competitive advantage lies in its experienced investment team and diversified investment strategy.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. Arrowmark's position within this TAM is relatively small, suggesting significant growth potential.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Strong relationships with borrowers
- Ability to source attractive investment opportunities
Weaknesses
- Reliance on external financing
- Exposure to credit risk
- Smaller size compared to larger BDCs
- Sensitivity to interest rate fluctuations
Opportunities
- Expansion into new markets
- Increased demand for private credit
- Strategic acquisitions
- Growth in CLO market
Threats
- Economic recession
- Increased competition
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- OXSQ
- TCRD
Competitive Landscape
Arrowmark Financial Corp faces competition from larger and more established BDCs. Its advantages include its specialized focus and experienced team, while its disadvantages include its smaller size and limited resources.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data requires access to past financial statements.
Future Projections: Future projections require analyst reports and are dependent on market conditions.
Recent Initiatives: Recent initiatives require up-to-date company announcements and reports.
Summary
Arrowmark Financial Corp is a specialty finance company focused on middle-market lending. While smaller than some competitors, it possesses a diversified portfolio and an experienced management team. Challenges include economic sensitivity and reliance on external financing. Successfully navigating these factors will be crucial for future growth and value creation. The company must also stay up to date with the other competitors for its loans, CLO investments, and Real Estate
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports (where available)
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimations and may vary. Financial data requires further specific sourcing and is currently represented with example values.
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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