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Upturn AI SWOT - About
Arrowmark Financial Corp (BANX)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $22
1 Year Target Price $22
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 27.39% | Avg. Invested days 121 | 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 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price 22 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Arrowmark Financial Corp
Company Overview
History and Background
Arrowmark Financial Corp. is an investment management firm providing alternative investment strategies. While exact founding date and detailed milestones are not publicly available for this specific entity as a publicly traded company, it operates within the financial services industry.
Core Business Areas
- Alternative Credit Strategies: Focuses on investing in less liquid, higher-yielding credit opportunities across various sectors.
- Fixed Income Strategies: Provides fixed income investment solutions, including strategies focused on specific sectors or credit qualities.
- Private Credit: Investments made directly to private companies that are not listed on public exchanges
Leadership and Structure
Information about the leadership team and organizational structure for this specific entity is not readily available in public sources.
Top Products and Market Share
Key Offerings
- High Yield Credit Funds: Invests in high-yield corporate bonds and other debt instruments. Market share data not available. Competitors include Oaktree Capital Management, Apollo Global Management.
- Direct Lending Strategies: Provides direct loans to middle-market companies. Market share data not available. Competitors include Ares Capital, Golub Capital.
Market Dynamics
Industry Overview
The alternative investment industry is experiencing growth, driven by demand for higher yields and diversification. Factors influencing the market include interest rates, credit spreads, and economic growth.
Positioning
Arrowmark Financial Corp. focuses on niche credit markets aiming for higher returns through specialized expertise. Competitive advantages likely involve specialized expertise in specific credit segments.
Total Addressable Market (TAM)
The total addressable market for alternative credit is significant, estimated to be in the trillions of dollars. Arrowmark Financial Corp's position within this TAM is dependent on its AUM and market penetration within its chosen niches.
Upturn SWOT Analysis
Strengths
- Specialized expertise in credit markets
- Experienced investment team
- Strong relationships with borrowers
- Ability to source unique investment opportunities
Weaknesses
- Limited brand recognition compared to larger competitors
- Dependence on key personnel
- Potential illiquidity of investments
- Concentration in specific credit sectors
Opportunities
- Growing demand for alternative credit investments
- Expanding into new credit segments
- Increasing institutional investor allocation to alternatives
- Acquiring smaller asset managers
Threats
- Increased competition from larger players
- Economic downturn impacting credit quality
- Rising interest rates increasing borrowing costs
- Regulatory changes impacting alternative investments
Competitors and Market Share
Key Competitors
- ARES
- OAK
- APO
- GOLF
Competitive Landscape
Arrowmark Financial Corp. competes with larger asset managers and smaller niche players. Its competitive advantage likely lies in specialized expertise and sourcing unique investment opportunities. Disadvantages include lower brand recognition and limited scale.
Growth Trajectory and Initiatives
Historical Growth: Information about historical growth trends is not readily available.
Future Projections: Future projections are based on industry trends; specific analyst estimates for Arrowmark Financial Corp are not available.
Recent Initiatives: Recent strategic initiatives information for Arrowmark Financial Corp is not readily available.
Summary
Arrowmark Financial Corp is a specialized investment firm focusing on alternative credit strategies. Its strength lies in its expertise and ability to source unique deals. Key challenges include competition from larger firms and potential illiquidity. Success depends on navigating market volatility and maintaining disciplined investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company websites, industry reports, SEC filings where available.
Disclaimers:
Data provided is based on publicly available information and may not be complete or accurate. This is not investment advice.
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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