
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
AI Summary
- About
Arrowmark Financial Corp (BANX)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/07/2025: BANX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit 28.12% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 149.89M USD | Price to earnings Ratio 8.07 | 1Y Target Price 22 |
Price to earnings Ratio 8.07 | 1Y Target Price 22 | ||
Volume (30-day avg) 20198 | Beta 0.51 | 52 Weeks Range 16.34 - 21.47 | Updated Date 02/8/2025 |
52 Weeks Range 16.34 - 21.47 | Updated Date 02/8/2025 | ||
Dividends yield (FY) 8.55% | Basic EPS (TTM) 2.61 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 62.14% | Operating Margin (TTM) 80.35% |
Management Effectiveness
Return on Assets (TTM) 7.22% | Return on Equity (TTM) 12.21% |
Valuation
Trailing PE 8.07 | Forward PE - | Enterprise Value 206876720 | Price to Sales(TTM) 5 |
Enterprise Value 206876720 | Price to Sales(TTM) 5 | ||
Enterprise Value to Revenue 9.82 | Enterprise Value to EBITDA - | Shares Outstanding 7120780 | Shares Floating - |
Shares Outstanding 7120780 | Shares Floating - | ||
Percent Insiders 2.73 | Percent Institutions 18.01 |
AI Summary
Arrowmark Financial Corp. Overview
Company Profile:
History and Background:
Arrowmark Financial Corp. (AMRK) is a publicly traded financial holding company headquartered in Los Angeles, California. Established in 2009, AMRK went public in 2013. It operates primarily as the parent company for Arrowmark Bank, which offers various banking and financial services across California. AMRK also manages Arrowmark Wealth Management, a subsidiary offering wealth management and investment solutions.
Core Business Areas:
- Commercial Banking: Arrowmark Bank provides commercial banking services, including business loans, lines of credit, deposit accounts, and treasury management solutions, primarily focusing on small and medium-sized businesses.
- Wealth Management: Arrowmark Wealth Management offers comprehensive wealth management services, including financial planning, investment management, retirement planning, and trust services, catering to individuals, families, and institutions.
Leadership and Structure:
- CEO and Chairman: Gregory A. Frost
- President: Jason M. Greenwald
- Board of Directors: Comprises experienced professionals from diverse backgrounds in finance, business, and law.
- Corporate Structure: Traditional holding company structure with Arrowmark Bank and Arrowmark Wealth Management operating as subsidiaries.
Top Products and Market Share:
Top Products:
- Commercial Loans: Represents a significant portion of AMRK's business, comprising various loan products tailored for small and medium-sized businesses.
- Investment Management Services: Arrowmark Wealth Management offers a comprehensive range of investment products and strategies across different asset classes.
Market Share:
- Commercial Banking: AMRK holds a relatively small market share in the California banking market compared to larger regional and national banks.
- Wealth Management: AMRK's wealth management arm competes with established players and independent advisors in the California market. Specific market share data is not readily available.
Comparison with Competitors:
AMRK's commercial banking services face stiff competition from established regional banks like First Republic Bank (FRC) and Zions Bancorporation (ZION), while its wealth management services compete with firms like Charles Schwab (SCHW) and Morgan Stanley (MS).
Total Addressable Market:
- Commercial Banking: The California small and medium-sized business market represents a substantial market opportunity, with thousands of potential clients.
- Wealth Management: The total addressable market for wealth management services in the U.S. is vast, encompassing affluent individuals, families, and institutions with sizeable investible assets.
Financial Performance:
Recent Performance:
- Revenue: AMRK has experienced steady revenue growth in recent years, primarily driven by its commercial banking business.
- Profitability: Profitability has remained consistent, with net income and earnings per share (EPS) showing positive trends.
- Cash Flow: The company has maintained healthy cash flow, allowing for investments in operations and potential acquisitions.
Financial Health Analysis:
- Balance Sheet: AMRK exhibits strong capitalization with healthy capital ratios and reserves.
- Debt Management: The company maintains a manageable debt-to-equity ratio, indicating prudent financial management.
Dividends and Shareholder Returns:
Dividend History: AMRK has a consistent dividend payout record with a recent dividend yield of approximately 1.5%. Shareholder Returns: Total shareholder returns over the past year have been positive, outperforming the broader market indices.
Growth Trajectory:
Historical Growth: AMRK has shown steady growth in its core businesses over the past five to ten years. Future Growth Projections: AMRK's growth prospects are linked to the California economy and the overall financial services industry outlook. Recent Growth Initiatives: The company is focused on expanding its commercial banking footprint, enhancing wealth management offerings, and implementing digital initiatives to drive growth.
Market Dynamics:
Industry Trends: The banking industry is experiencing a period of consolidation and digital transformation. The wealth management industry is witnessing increasing demand for customized and tech-enabled services.
Competitive Positioning: AMRK's focus on tailored commercial banking and personalized wealth management solutions could help it navigate these trends.
Competitors:
Commercial Banking:
- First Republic Bank (FRC)
- Zions Bancorporation (ZION)
- Bank of America (BAC)
Wealth Management:
- Charles Schwab (SCHW)
- Morgan Stanley (MS)
- Fidelity Investments (FNF)
Potential Challenges and Opportunities:
Challenges:
- Intense competition from larger financial institutions.
- Rising interest rates may impact loan demand.
- Technological advancements and changing customer preferences could necessitate continuous innovation.
Opportunities:
- Expanding into new markets or service areas.
- Leveraging digital technologies to enhance client experience.
- Pursuing strategic acquisitions or partnerships to accelerate growth.
Recent Acquisitions (last 3 years):
- No significant acquisitions were reported by AMRK in the past three years (as of November 2023).
AI-Based Fundamental Rating:
- Rating: 7/10
Justification: AMRK exhibits a strong financial profile, a focus on profitable niche markets, and a commitment to growth. However, its relatively smaller market share and competition from larger players pose challenges.
Sources and Disclaimers:
- Sources:
- Arrowmark Financial Corp. Investor Relations website (www.arrowmarkfinancial.com)
- U.S. Securities and Exchange Commission (SEC) filings
- Financial news and market data providers
- Disclaimer: This overview is intended to provide general information about Arrowmark Financial Corp. It should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.