Bankwell Financial Group Stock Buy Hold or Sell Recommendation
| BWFG Stock | USD 33.20 0.78 2.41% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Bankwell Financial Group is 'Cautious Hold'. Macroaxis provides Bankwell Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BWFG positions.
Check out Bankwell Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Bankwell and provide practical buy, sell, or hold advice based on investors' constraints. Bankwell Financial Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Bankwell |
Execute Bankwell Financial Buy or Sell Advice
The Bankwell recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Bankwell Financial Group. Macroaxis does not own or have any residual interests in Bankwell Financial Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Bankwell Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Bankwell Financial Trading Alerts and Improvement Suggestions
| On 22nd of November 2024 Bankwell Financial paid $ 0.2 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Bankwell Financial stock hits 52-week high at 31.27 - Investing.com |
Bankwell Financial Returns Distribution Density
The distribution of Bankwell Financial's historical returns is an attempt to chart the uncertainty of Bankwell Financial's future price movements. The chart of the probability distribution of Bankwell Financial daily returns describes the distribution of returns around its average expected value. We use Bankwell Financial Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Bankwell Financial returns is essential to provide solid investment advice for Bankwell Financial.
| Mean Return | 0.34 | Value At Risk | -4.51 | Potential Upside | 3.64 | Standard Deviation | 2.72 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Bankwell Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Bankwell Stock Institutional Investors
| Shares | Northern Trust Corp | 2024-09-30 | 70.5 K | Bridgeway Capital Management, Llc | 2024-09-30 | 53.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 50.5 K | American Century Companies Inc | 2024-09-30 | 37.4 K | Bank Of New York Mellon Corp | 2024-06-30 | 28.5 K | Summit Trail Advisors, Llc | 2024-09-30 | 28 K | Kennedy Capital Management Inc | 2024-09-30 | 22.6 K | Citadel Advisors Llc | 2024-09-30 | 20.3 K | Empowered Funds, Llc | 2024-06-30 | 18.7 K | Blackrock Inc | 2024-06-30 | 433.1 K | Vanguard Group Inc | 2024-09-30 | 337.1 K |
Bankwell Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (61K) | 331.5M | (64.9M) | 11.0M | (86.5M) | (82.2M) | |
| Free Cash Flow | 6.0M | (1.5M) | 34.6M | 77.7M | 31.3M | 16.8M | |
| Depreciation | 3.4M | 3.3M | 3.6M | 3.4M | 3.6M | 2.0M | |
| Other Non Cash Items | (2.8M) | 8.8M | (2.9M) | 3.8M | (3.4M) | (3.3M) | |
| Capital Expenditures | 1.9M | 3.4M | 645K | 5.0M | 2.0M | 2.7M | |
| Net Income | 18.2M | 5.9M | 26.6M | 37.4M | 36.7M | 38.5M | |
| End Period Cash Flow | 78.1M | 409.6M | 344.7M | 355.7M | 269.2M | 144.8M | |
| Dividends Paid | 4.1M | 4.4M | 5.0M | 6.2M | 6.2M | 6.6M | |
| Investments | 47.1M | (1.8M) | 25.1M | 31.8M | (48.3M) | (45.9M) | |
| Change Receivables | 416K | (620K) | (933K) | (5.6M) | (5.0M) | (4.8M) | |
| Net Borrowings | (10M) | 25M | (116.1M) | 74.4M | 66.9M | 70.3M | |
| Change To Netincome | (1.1M) | 6.5M | 258K | 3.5M | 3.2M | 3.0M |
Bankwell Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Bankwell Financial or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Bankwell Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Bankwell stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 2.16 | |
σ | Overall volatility | 2.50 | |
Ir | Information ratio | 0.08 |
Bankwell Financial Volatility Alert
Bankwell Financial Group currently demonstrates below-average downside deviation. It has Information Ratio of 0.08 and Jensen Alpha of 0.07. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Bankwell Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Bankwell Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Bankwell Financial Fundamentals Vs Peers
Comparing Bankwell Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Bankwell Financial's direct or indirect competition across all of the common fundamentals between Bankwell Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Bankwell Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Bankwell Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Bankwell Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Bankwell Financial to competition |
| Fundamentals | Bankwell Financial | Peer Average |
| Return On Equity | 0.0583 | -0.31 |
| Return On Asset | 0.0048 | -0.14 |
| Profit Margin | 0.21 % | (1.27) % |
| Operating Margin | 0.23 % | (5.51) % |
| Current Valuation | 120.58 M | 16.62 B |
| Shares Outstanding | 7.86 M | 571.82 M |
| Shares Owned By Insiders | 11.64 % | 10.09 % |
| Shares Owned By Institutions | 46.88 % | 39.21 % |
| Number Of Shares Shorted | 92.86 K | 4.71 M |
| Price To Earning | 24.09 X | 28.72 X |
| Price To Book | 0.97 X | 9.51 X |
| Price To Sales | 3.62 X | 11.42 X |
| Revenue | 98.44 M | 9.43 B |
| Gross Profit | 92.35 M | 27.38 B |
| EBITDA | 51.67 M | 3.9 B |
| Net Income | 36.66 M | 570.98 M |
| Cash And Equivalents | 178.33 M | 2.7 B |
| Cash Per Share | 23.57 X | 5.01 X |
| Total Debt | 159.21 M | 5.32 B |
| Debt To Equity | 9.10 % | 48.70 % |
| Book Value Per Share | 35.11 X | 1.93 K |
| Cash Flow From Operations | 31.93 M | 971.22 M |
| Short Ratio | 8.10 X | 4.00 X |
| Earnings Per Share | 1.95 X | 3.12 X |
| Target Price | 36.0 | |
| Number Of Employees | 140 | 18.84 K |
| Beta | 0.82 | -0.15 |
| Market Capitalization | 260.9 M | 19.03 B |
| Total Asset | 3.22 B | 29.47 B |
| Retained Earnings | 149.17 M | 9.33 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 2.03 % | |
| Net Asset | 3.22 B |
Note: Acquisition by Porto Carl M of tradable shares of Bankwell Financial at 25.97 subject to Rule 16b-3 [view details]
Bankwell Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Bankwell . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Bankwell Financial Buy or Sell Advice
When is the right time to buy or sell Bankwell Financial Group? Buying financial instruments such as Bankwell Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Bankwell Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Bankwell Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bankwell Financial. If investors know Bankwell will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bankwell Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.81) | Dividend Share 0.8 | Earnings Share 1.95 | Revenue Per Share 9.373 | Quarterly Revenue Growth (0.38) |
The market value of Bankwell Financial is measured differently than its book value, which is the value of Bankwell that is recorded on the company's balance sheet. Investors also form their own opinion of Bankwell Financial's value that differs from its market value or its book value, called intrinsic value, which is Bankwell Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bankwell Financial's market value can be influenced by many factors that don't directly affect Bankwell Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bankwell Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bankwell Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bankwell Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.