Finwise Bancorp Stock Buy Hold or Sell Recommendation
| FINW Stock | USD 17.67 0.10 0.56% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding Finwise Bancorp is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Finwise Bancorp given historical horizon and risk tolerance towards Finwise Bancorp. When Macroaxis issues a 'buy' or 'sell' recommendation for Finwise Bancorp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Finwise Bancorp 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. For more information on how to buy Finwise Stock please use our How to Invest in Finwise Bancorp guide. Note, we conduct extensive research on individual companies such as Finwise and provide practical buy, sell, or hold advice based on investors' constraints. Finwise Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Finwise |
Execute Finwise Bancorp Buy or Sell Advice
The Finwise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Finwise Bancorp. Macroaxis does not own or have any residual interests in Finwise Bancorp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Finwise Bancorp's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Finwise Bancorp Trading Alerts and Improvement Suggestions
| About 32.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Short Interest in FinWise Bancorp Drops By 21.4 percent - MarketBeat |
Finwise Bancorp Returns Distribution Density
The distribution of Finwise Bancorp's historical returns is an attempt to chart the uncertainty of Finwise Bancorp's future price movements. The chart of the probability distribution of Finwise Bancorp daily returns describes the distribution of returns around its average expected value. We use Finwise Bancorp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Finwise Bancorp returns is essential to provide solid investment advice for Finwise Bancorp.
| Mean Return | 0.53 | Value At Risk | -1.88 | Potential Upside | 4.46 | Standard Deviation | 1.67 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Finwise Bancorp 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.
Finwise Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Finwise Bancorp, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Finwise Bancorp back and forth among themselves.
| Shares | Blackrock Inc | 2024-06-30 | 33.4 K | Millennium Management Llc | 2024-06-30 | 28.6 K | Gilder Gagnon Howe & Co Llc | 2024-09-30 | 26 K | Jane Street Group Llc | 2024-06-30 | 25.7 K | Smith Moore & Co | 2024-06-30 | 25 K | Empowered Funds, Llc | 2024-06-30 | 20.4 K | Citadel Advisors Llc | 2024-06-30 | 20.3 K | Townsquare Capital Llc | 2024-06-30 | 14.5 K | State Street Corp | 2024-06-30 | 14.3 K | Alliancebernstein L.p. | 2024-06-30 | 987.2 K | Vanguard Group Inc | 2024-09-30 | 416 K |
Finwise Bancorp 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 Finwise Bancorp 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 Finwise Bancorp'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 Finwise 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 | 0.55 | |
β | Beta against Dow Jones | -0.3 | |
σ | Overall volatility | 1.69 | |
Ir | Information ratio | 0.25 |
Finwise Bancorp Volatility Alert
Finwise Bancorp has low volatility with Treynor Ratio of -1.73, Maximum Drawdown of 7.72 and kurtosis of 1.99. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Finwise Bancorp'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 Finwise Bancorp'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.Finwise Bancorp Fundamentals Vs Peers
Comparing Finwise Bancorp'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 Finwise Bancorp's direct or indirect competition across all of the common fundamentals between Finwise Bancorp and the related equities. This way, we can detect undervalued stocks with similar characteristics as Finwise Bancorp or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Finwise Bancorp's fundamental indicators could also be used in its relative valuation, which is a method of valuing Finwise Bancorp by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Finwise Bancorp to competition |
| Fundamentals | Finwise Bancorp | Peer Average |
| Return On Equity | 0.088 | -0.31 |
| Return On Asset | 0.0228 | -0.14 |
| Profit Margin | 0.20 % | (1.27) % |
| Operating Margin | 0.25 % | (5.51) % |
| Current Valuation | 153.85 M | 16.62 B |
| Shares Outstanding | 13.21 M | 571.82 M |
| Shares Owned By Insiders | 31.52 % | 10.09 % |
| Shares Owned By Institutions | 25.09 % | 39.21 % |
| Number Of Shares Shorted | 45.08 K | 4.71 M |
| Price To Earning | 3.21 X | 28.72 X |
| Price To Book | 1.37 X | 9.51 X |
| Price To Sales | 3.38 X | 11.42 X |
| Revenue | 64 M | 9.43 B |
| Gross Profit | 74.79 M | 27.38 B |
| EBITDA | 27.62 M | 3.9 B |
| Net Income | 17.46 M | 570.98 M |
| Cash And Equivalents | 96.53 M | 2.7 B |
| Cash Per Share | 7.49 X | 5.01 X |
| Total Debt | 6.49 M | 5.32 B |
| Book Value Per Share | 12.90 X | 1.93 K |
| Cash Flow From Operations | 12.27 M | 971.22 M |
| Short Ratio | 2.39 X | 4.00 X |
| Earnings Per Share | 1.06 X | 3.12 X |
| Target Price | 18.5 | |
| Number Of Employees | 194 | 18.84 K |
| Beta | 0.7 | -0.15 |
| Market Capitalization | 233.97 M | 19.03 B |
| Total Asset | 586.22 M | 29.47 B |
| Retained Earnings | 103.84 M | 9.33 B |
| Working Capital | (183 K) | 1.48 B |
| Current Asset | 4 K | 9.34 B |
| Current Liabilities | 187 K | 7.9 B |
| Net Asset | 586.22 M |
Note: Acquisition by Javvis Jacobson of 21600 shares of Finwise Bancorp subject to Rule 16b-3 [view details]
Finwise Bancorp Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Finwise . 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 Finwise Bancorp Buy or Sell Advice
When is the right time to buy or sell Finwise Bancorp? Buying financial instruments such as Finwise 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.
Use Investing Ideas to Build Portfolios
In addition to having Finwise Bancorp 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?
Run Consumer Goods Thematic Idea Now
Consumer Goods
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Consumer Goods theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Goods Theme or any other thematic opportunities.
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Additional Tools for Finwise Stock Analysis
When running Finwise Bancorp's price analysis, check to measure Finwise Bancorp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Finwise Bancorp is operating at the current time. Most of Finwise Bancorp's value examination focuses on studying past and present price action to predict the probability of Finwise Bancorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Finwise Bancorp's price. Additionally, you may evaluate how the addition of Finwise Bancorp to your portfolios can decrease your overall portfolio volatility.