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ArrowMark Financial Corp.
(NASDAQ:BANX)
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Rating:76Outperform
Price Target:
$23.00
â–²(17.05% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by solid financial strength (high profitability and improving low leverage) and supportive valuation (low P/E and very high dividend yield). Technicals are positive with price above major moving averages, but elevated RSI/Stochastic indicate momentum is somewhat stretched, tempering the overall rating.
Positive Factors
Conservative, improving leverage
Debt-to-equity falling to ~0.15 reflects equity growth and a conservative capital structure. Lower leverage reduces funding and covenant risk, preserves borrowing capacity, and gives the BDC durable flexibility to originate, hold, or reposition middle‑market loans across credit cycles.
Negative Factors
Revenue volatility
Top-line swings, including a ~15.3% decline in 2025 and historically uneven growth, reduce predictability of interest and fee income. For a BDC, variability in originations, yields or fair‑value gains can materially affect distributable earnings and planning over multiple quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative, improving leverage
Debt-to-equity falling to ~0.15 reflects equity growth and a conservative capital structure. Lower leverage reduces funding and covenant risk, preserves borrowing capacity, and gives the BDC durable flexibility to originate, hold, or reposition middle‑market loans across credit cycles.
Read all positive factors
ArrowMark Financial Corp. (BANX) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$197.59M
Dividend Yield11.27%
Average Volume (3M)25.45K
Price to Earnings (P/E)8.5
Beta (1Y)0.37
Revenue Growth-42.51%
EPS Growth2.73%
CountryUS
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)2.41
Shares Outstanding9,685,741
10 Day Avg. Volume21,987
30 Day Avg. Volume25,453
Financial Highlights & Ratios
PEG Ratio-3.73
Price to Book (P/B)0.99
Price to Sales (P/S)9.81
P/FCF Ratio15.68
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ArrowMark Financial Corp. Business Overview & Revenue Model
Company Description
StoneCastle Financial Corp., a closed-end mutual fund managed by StoneCastle Asset Management LLC, implements a diversified investment approach. Its equity holdings are primarily concentrated in publicly traded companies within the U.S. banking in...
How the Company Makes Money
ArrowMark Financial Corp. primarily makes money by earning interest income and related fees from its investment portfolio, consistent with a BDC lending model. Key revenue streams typically include: (1) interest income from loans and other debt in...
ArrowMark Financial Corp. Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
80
Positive
Cash Flow
64
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 17.37M | 29.47M | 28.68M | 21.53M | 17.36M |
| Gross Profit | 13.28M | 29.47M | 28.68M | 21.53M | 17.36M |
| EBITDA | 21.74M | 23.39M | 22.58M | 15.65M | 12.21M |
| Net Income | 17.89M | 16.74M | 20.25M | 5.37M | 12.63M |
Balance Sheet | |||||
| Total Assets | 203.75M | 208.21M | 203.70M | 208.50M | 218.74M |
| Cash, Cash Equivalents and Short-Term Investments | 3.22M | 2.66M | 807.31K | 3.84M | 83.78K |
| Total Debt | 25.20M | 46.80M | 45.00M | 55.60M | 60.00M |
| Total Liabilities | 32.21M | 53.11M | 51.26M | 60.84M | 65.24M |
| Stockholders Equity | 171.54M | 155.10M | 152.44M | 147.66M | 153.50M |
Cash Flow | |||||
| Free Cash Flow | 10.87M | 13.78M | 15.10M | 15.84M | -19.85M |
| Operating Cash Flow | 10.87M | 13.78M | 15.10M | 15.84M | -19.85M |
| Investing Cash Flow | 7.63M | -3.30M | 7.51M | -2.80M | -41.04M |
| Financing Cash Flow | -24.16M | -11.56M | -25.64M | -15.53M | 17.65M |
ArrowMark Financial Corp. Technical Analysis
Positive
19.65
Price Trends
19.65
Positive
19.30
Positive
19.52
Positive
Market Momentum
0.23
Negative
67.38
Neutral
87.12
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BANX, the sentiment is Positive. The current price of 19.65 is below the 20-day moving average (MA) of 20.02, above the 50-day MA of 19.65, and above the 200-day MA of 19.52, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 67.38 is Neutral, neither overbought nor oversold. The STOCH value of 87.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BANX.
ArrowMark Financial Corp. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $197.59M | 8.46 | 10.84% | 11.70% | -42.51% | 2.73% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | $421.81M | 9.93 | 9.17% | 9.39% | -46.94% | -51.89% | |
62 Neutral | $137.13M | 15.89 | 3.58% | 17.99% | -58.30% | 2.72% | |
60 Neutral | $272.68M | -2.20 | -19.08% | 27.85% | -153.69% | -168.78% | |
53 Neutral | $214.82M | 15.70 | 0.01% | 29.18% | 122.81% | 43.00% |
* Financial Sector Average
BANX
ArrowMark Financial Corp.
20.39
2.06
11.26%
GLAD
Gladstone Capital
19.51
-5.11
-20.75%
PNNT
Pennantpark Investment
3.62
-2.37
-39.56%
WHF
WhiteHorse
6.67
-0.62
-8.55%
TCPC
BlackRock TCP Capital
3.90
-1.88
-32.55%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.