Bankwell Financial Group Stock Performance
| BWFG Stock | USD 32.42 0.64 2.01% |
On a scale of 0 to 100, Bankwell Financial holds a performance score of 9. The firm shows a Beta (market volatility) of 2.13, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Bankwell Financial will likely underperform. Please check Bankwell Financial's sortino ratio, skewness, period momentum indicator, as well as the relationship between the potential upside and rate of daily change , to make a quick decision on whether Bankwell Financial's price patterns will revert.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Bankwell Financial Group are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady technical and fundamental indicators, Bankwell Financial reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.56 | Five Day Return 0.0304 | Year To Date Return 12.47 | Ten Year Return 71.85 | All Time Return 112.32 |
Forward Dividend Yield 0.0252 | Payout Ratio 0.4103 | Forward Dividend Rate 0.8 | Dividend Date 2024-11-22 | Ex Dividend Date 2024-11-08 |
1 | Disposition of 246 shares by Steven Brunner of Bankwell Financial at 29.87 subject to Rule 16b-3 | 09/03/2024 |
2 | Disposition of 421 shares by Steven Brunner of Bankwell Financial at 29.6 subject to Rule 16b-3 | 09/04/2024 |
3 | Acquisition by Porto Carl M of 106 shares of Bankwell Financial at 29.4 subject to Rule 16b-3 | 09/06/2024 |
4 | Acquisition by Dale Eric J of 174 shares of Bankwell Financial at 29.2 subject to Rule 16b-3 | 09/09/2024 |
5 | Acquisition by Blake Drexler of tradable shares of Bankwell Financial at 29.0 subject to Rule 16b-3 | 09/10/2024 |
6 | Acquisition by Dale Eric J of 209 shares of Bankwell Financial at 29.5 subject to Rule 16b-3 | 09/11/2024 |
7 | Bankwell Hires Head of SBA Lending | 09/17/2024 |
8 | With percent stake, Bankwell Financial Group, Inc. seems to have captured institutional investors interest | 09/19/2024 |
9 | Acquisition by Porto Carl M of tradable shares of Bankwell Financial at 25.97 subject to Rule 16b-3 | 10/08/2024 |
10 | Bankwell Financial Group, Inc. Short Interest Down 9.4 percent in September | 10/16/2024 |
11 | Bankwell Financial Group Inc Q3 2024 Everything You Need to Know Ahead of Earnings | 10/28/2024 |
12 | Bankwell Financial Group Announces Quarterly Earnings Results, Beats Estimates By 0.32 EPS | 10/31/2024 |
13 | Bankwell Financial Group, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates | 11/01/2024 |
| Begin Period Cash Flow | 355.7 M |
Bankwell |
Bankwell Financial Relative Risk vs. Return Landscape
If you would invest 2,701 in Bankwell Financial Group on August 24, 2024 and sell it today you would earn a total of 541.00 from holding Bankwell Financial Group or generate 20.03% return on investment over 90 days. Bankwell Financial Group is currently generating 0.3213% in daily expected returns and assumes 2.5432% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Bankwell, and 94% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Bankwell Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bankwell Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bankwell Financial Group, and traders can use it to determine the average amount a Bankwell Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1263
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BWFG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.54 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Bankwell Financial is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bankwell Financial by adding it to a well-diversified portfolio.
Bankwell Financial Fundamentals Growth
Bankwell Stock prices reflect investors' perceptions of the future prospects and financial health of Bankwell Financial, and Bankwell Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Bankwell Stock performance.
| Return On Equity | 0.0583 | |||
| Return On Asset | 0.0048 | |||
| Profit Margin | 0.21 % | |||
| Operating Margin | 0.23 % | |||
| Current Valuation | 109.74 M | |||
| Shares Outstanding | 7.86 M | |||
| Price To Earning | 24.09 X | |||
| Price To Book | 0.93 X | |||
| Price To Sales | 3.47 X | |||
| Revenue | 98.44 M | |||
| Gross Profit | 92.35 M | |||
| EBITDA | 51.67 M | |||
| Net Income | 36.66 M | |||
| Cash And Equivalents | 178.33 M | |||
| Cash Per Share | 23.57 X | |||
| Total Debt | 159.21 M | |||
| Debt To Equity | 9.10 % | |||
| Book Value Per Share | 35.11 X | |||
| Cash Flow From Operations | 31.93 M | |||
| Earnings Per Share | 1.95 X | |||
| Market Capitalization | 249.75 M | |||
| Total Asset | 3.22 B | |||
| Retained Earnings | 149.17 M | |||
About Bankwell Financial Performance
By analyzing Bankwell Financial's fundamental ratios, stakeholders can gain valuable insights into Bankwell Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bankwell Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Bankwell Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.14 | 0.14 |
Things to note about Bankwell Financial performance evaluation
Checking the ongoing alerts about Bankwell Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bankwell Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from simplywall.st: Bankwell Financial Group, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates |
- Analyzing Bankwell Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Bankwell Financial's stock is overvalued or undervalued compared to its peers.
- Examining Bankwell Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Bankwell Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bankwell Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bankwell Financial's stock. These opinions can provide insight into Bankwell Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Bankwell Stock analysis
When running Bankwell Financial's price analysis, check to measure Bankwell Financial'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 Bankwell Financial is operating at the current time. Most of Bankwell Financial's value examination focuses on studying past and present price action to predict the probability of Bankwell Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bankwell Financial's price. Additionally, you may evaluate how the addition of Bankwell Financial to your portfolios can decrease your overall portfolio volatility.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |