ArrowMark Financial Corp. (BANX)
NASDAQ:BANX
Want to see BANX full AI Analyst Report?
Top Page
ArrowMark Financial Corp.
(NASDAQ:BANX)
Select Model
Select Model
Rating:71Outperform
Price Target:
$21.00
▼(-3.36% Downside)
Action:Reiterated
Date:03/15/26
The score is driven primarily by solid underlying financial performance (strong margins, improving low leverage) and very attractive valuation metrics (low P/E and high yield). These positives are moderated by weak technical signals (below key moving averages with negative momentum) and the risk implied by revenue and cash-flow volatility.
Positive Factors
Improving leverage and capital base
The marked reduction in debt-to-equity to ~0.15 and equity growth to ~$171.5M strengthens financial flexibility. Lower leverage reduces refinancing and credit risk, supports steady distributions and additional investments, and gives management room to deploy capital over the next several quarters.
Negative Factors
Top-line volatility and recent revenue decline
A shrinking and volatile top line (2025 revenue down -15.3%) undermines predictability of fee and interest income. For an asset-manager/specialty finance firm, persistent revenue swings can pressure future earnings, distributions, and the ability to consistently deploy capital profitably over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving leverage and capital base
The marked reduction in debt-to-equity to ~0.15 and equity growth to ~$171.5M strengthens financial flexibility. Lower leverage reduces refinancing and credit risk, supports steady distributions and additional investments, and gives management room to deploy capital over the next several quarters.
Read all positive factors
ArrowMark Financial Corp. (BANX) vs. SPDR S&P 500 ETF (SPY)
Market Cap
N/A
Dividend Yield8.3%
Average Volume (3M)43.66K
Price to Earnings (P/E)8.6
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. Volume49,393
30 Day Avg. Volume43,664
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 Cap10.00T>
Enterprise Value/Revenue10.17
Enterprise Value/Gross Profit18.47
Enterprise Value/Ebitda8.08
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. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the ban...
How the Company Makes Money
null...
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
21.73
Price Trends
19.30
Positive
19.57
Positive
19.73
Positive
Market Momentum
0.14
Negative
59.08
Neutral
47.84
Neutral
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 21.73 is above the 20-day moving average (MA) of 19.60, above the 50-day MA of 19.30, and above the 200-day MA of 19.73, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 59.08 is Neutral, neither overbought nor oversold. The STOCH value of 47.84 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
71 Outperform | ― | 8.65 | 10.84% | 8.30% | -42.51% | 2.73% | |
69 Neutral | $437.63M | 9.96 | 8.94% | 9.31% | -46.94% | -51.89% | |
68 Neutral | $144.58M | 15.80 | 3.58% | 21.24% | -58.30% | 2.72% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
52 Neutral | $323.03M | ― | -19.08% | 21.13% | -153.69% | -168.78% | |
50 Neutral | $255.31M | 18.11 | 0.01% | 16.61% | 122.81% | 43.00% |
* Financial Sector Average
BANX
ArrowMark Financial Corp.
19.80
2.05
11.56%
GLAD
Gladstone Capital
19.37
-4.71
-19.57%
PNNT
Pennantpark Investment
3.91
-1.77
-31.19%
WHF
WhiteHorse
6.69
-0.69
-9.30%
TCPC
BlackRock TCP Capital
3.85
-2.73
-41.52%
ArrowMark Financial Corp. Corporate Events
Business Operations and StrategyPrivate Placements and Financing
ArrowMark Financial Launches Transferable Rights Offering
Neutral
Jan 28, 2026
On January 22, 2026, ArrowMark Financial Corp. entered into a dealer manager agreement with ArrowMark Asset Management and UBS Securities to launch a transferable rights offering that commenced the same day, allowing shareholders of record as of J...
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.