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Sell Rating on Velocity Financial: Strong Q4 Overshadowed by Rising NPLs and Unattractive Valuation

Sell Rating on Velocity Financial: Strong Q4 Overshadowed by Rising NPLs and Unattractive Valuation

Velocity Financial (VELResearch Report), the Financial sector company, was revisited by a Wall Street analyst yesterday. Analyst Donald Fandetti from Wells Fargo maintained a Sell rating on the stock and has a $20.00 price target.

Donald Fandetti has given his Sell rating due to a combination of factors influencing Velocity Financial’s current and future performance. Despite the company reporting a strong fourth quarter with an increase in loan production and net interest margin, there are underlying concerns. The non-performing loans (NPL) ratio has slightly increased, indicating potential risk in the loan portfolio, which could affect future profitability.
Additionally, while Velocity Financial has a strong position in a fragmented lending market, Fandetti sees more attractive opportunities elsewhere in the specialty finance sector. The company’s book value is relatively strong, but the stock’s current valuation appears to be less compelling compared to peers. Consequently, Fandetti has rated the stock as Underweight with a target price of $20, suggesting limited upside potential.

VEL’s price has also changed slightly for the past six months – from $19.260 to $18.880, which is a -1.97% drop .

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