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ArrowMark Financial Corp. · Financial Services · United States · $200M · Avg Vol: $816K/d

69
StockRank
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Q
67
V
40
M
56
P/E (TTM)
19.4x
ROE
7.4%
D/E
0.2x
Dividend %
12.5%

COMPANY DESCRIPTION

ArrowMark Financial Corp. operates as a specialty finance company, primarily investing in debt and equity of privately held, lower middle-market companies through a Business Development Company (BDC) structure. The company provides capital solutions to underserved private companies, leveraging its management team's expertise in credit origination and structuring to generate income and capital appreciation. ArrowMark Financial functions as an externally managed BDC, offering investors access to private credit markets and attractive yields from a diversified portfolio.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue14.2M7.9M23.2M19.7M20.9M10.0%26.5M
EPS1.870.752.842.352.477.2%1.07
Shares7.1M7.1M7.1M7.1M7.8M+10.4%9.7M
Debt60.0M55.6M45.0M46.8M25.2M-19.5%40.8M
Equity153.5M147.7M152.4M155.1M171.5M2.8%
Op CF-19.8M15.8M25.7M13.8M23.7M14.5%-14.6M
Inv CF
Fin CF17.7M-15.5M-25.6M-11.6M-24.2M
Loading 1Y...
PRICE (1Y)+2.8%
20.3020.5120.7220.9421.15Jul 31Aug 21Sep 11
SMA 50SMA 200

Close
$20.97
RSI (14)
61.3
52W High
$21.29
From 52W High
1.0%

SCORE BREAKDOWN

Quality
67
ROIC (ROA)
5.3%*75.1
ROE
7.4%36.9
GP/Assets
13.0%79.4
Op. Margin
75.1%86.1
FCF/Assets
n/mN/A
Piotroski
685.8
Int. Cover
N/A
D/E Ratio
0.20x62.7
Current Ratio
1.44x44.5
Value
40
P/E (TTM)
19.4x25.8
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
1.0x61.9
P/S
7.6x21.8
Div Yield
12.5%94.3
Momentum
56
52W High %
98%93.1
RS 6M
-0%53.2
SMA 50/200
1.04x51.5
EPS Rev 4W
0.0%27.7
EPS Rev 12W
0.0%38.4
EPS Improve
+112%85.5
Q Growth
-43%8.4

FUNDAMENTALS

Market Cap
$200M
P/E (Forward)
9.2x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BANX are excluded.

TickerCompanyMkt CapStockRankSignal
BANXArrowMark Financial Corp.(you)$200M69Buy
WHGWestwood Holdings Group, Inc.$189M71Buy
WHFWhiteHorse Finance, Inc.$152M70Buy
IGAVoya Global Advantage and Premium Opportunity Fund$154M71Buy
GNTGAMCO Natural Resources, Gold & Income Trust$154M67Buy
MSDMorgan Stanley Emerging Markets Debt Fund, Inc.$147M68Buy
TPVGTriplePoint Venture Growth BDC Corp.$221M61Hold
IHDVoya Emerging Markets High Dividend Equity Fund$130M68Buy
FTFranklin Universal Trust$201M59Hold
GGTThe Gabelli Multimedia Trust Inc.$170M62Hold

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

ArrowMark Financial Corp. (BANX): Stock Score Summary

ArrowMark Financial Corp. (BANX) has a MoatMap StockRank of 69/100 based on Quality (67/100), Value (40/100), and Momentum (56/100) factor scores. The current signal is BUY.

ArrowMark Financial Corp. operates as a specialty finance company, primarily investing in debt and equity of privately held, lower middle-market companies through a Business Development Company (BDC) structure. The company provides capital solutions to underserved private companies, leveraging its management team's expertise in credit origination and structuring to generate income and capital appreciation. ArrowMark Financial functions as an externally managed BDC, offering investors access to private credit markets and attractive yields from a diversified portfolio.

Key Financial Metrics

Price$20.97
Market Cap$200M
P/E (TTM)19.44
P/E (Forward)9.16
Price/Book0.99
Return on Equity7.4%
Debt/Equity0.20x
Gross Margin100.0%
Operating Margin75.1%
Revenue Growth-0.2%
Dividend Yield12.5%
Free Cash Flow$10M

ArrowMark Financial Corp. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is ArrowMark Financial Corp.’s (BANX) StockRank?
MoatMap’s StockRank for ArrowMark Financial Corp. (BANX) is 69/100, with a Buy signal. It is a composite of Quality (67), Value (40), and Momentum (56) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does ArrowMark Financial Corp. have an economic moat?
ArrowMark Financial Corp. (BANX) has a Quality factor score of 67/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is ArrowMark Financial Corp. a buy, hold, or sell?
MoatMap’s current signal for ArrowMark Financial Corp. (BANX) is Buy, based on a StockRank of 69/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is ArrowMark Financial Corp. in?
ArrowMark Financial Corp. (BANX) operates in the Financial Services sector, specifically the Asset Management industry (United States).