Newtek Business Services Stock Alpha and Beta Analysis
| NEWTZ Stock | USD 24.98 0.01 0.04% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Newtek Business Services. It also helps investors analyze the systematic and unsystematic risks associated with investing in Newtek Business over a specified time horizon. Remember, high Newtek Business' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Newtek Business' market risk premium analysis include:
Beta 0.0222 | Alpha 0.014 | Risk 0.0852 | Sharpe Ratio 0.37 | Expected Return 0.0317 |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. Newtek Business Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Newtek Business market risk premium is the additional return an investor will receive from holding Newtek Business long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Newtek Business. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Newtek Business' performance over market.| α | 0.01 | β | 0.02 |
Newtek Business Fundamentals Vs Peers
Comparing Newtek Business' 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 Newtek Business' direct or indirect competition across all of the common fundamentals between Newtek Business and the related equities. This way, we can detect undervalued stocks with similar characteristics as Newtek Business or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Newtek Business' fundamental indicators could also be used in its relative valuation, which is a method of valuing Newtek Business by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Newtek Business to competition |
| Fundamentals | Newtek Business | Peer Average |
| Number Of Shares Shorted | 5.21 K | 4.71 M |
| Price To Earning | 11.20 X | 28.72 X |
| Revenue | 322.17 M | 9.43 B |
| EBITDA | 137.46 M | 3.9 B |
| Net Income | 50.85 M | 570.98 M |
| Cash And Equivalents | 2.62 M | 2.7 B |
| Cash Per Share | 0.14 X | 5.01 X |
Newtek Business Opportunities
Newtek Business Return and Market Media
The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | NewtekOne CEO Barry Sloane Buys 10,000 Shares - MarketBeat | 11/04/2025 |
2 | 10 Low Payout Ratio Stocks With High Dividend Yields | 11/25/2025 |
3 | NewtekOne Announces Exchange Offer for Senior Notes - The Globe and Mail | 12/02/2025 |
4 | Acquisition by Salute Richard J of 900 shares of Newtek Business at 11.28 subject to Rule 16b-3 | 12/08/2025 |
5 | NewtekOne, Inc. Declares Dividend on Series B Preferred Shares - The Manila Times | 12/10/2025 |
6 | NewtekOne Upgraded at Wall Street Zen - MarketBeat | 12/26/2025 |
7 | Insider Trading | 12/31/2025 |
8 | Newtek Business Hosts 2026 Investor Day, Issues EPS Guidance - TipRanks | 01/08/2026 |
9 | Acquisition by Sloane Barry of 3595 shares of Newtek Business at 13.91 subject to Rule 16b-3 | 01/14/2026 |
10 | Insider Buying NewtekOne Insider Buys 1,556 Shares of Stock - MarketBeat | 01/16/2026 |
11 | Acquisition by Sloane Barry of 2000 shares of Newtek Business at 10.16 subject to Rule 16b-3 | 01/20/2026 |
12 | NewtekOne, Inc. Announces Expiration of Exchange Offer for 5.50 percent Notes, Accepts Validly Tendered Old Notes - Quiver Quantitative | 01/23/2026 |
13 | Acquisition by Sloane Barry of 2000 shares of Newtek Business at 10.245 subject to Rule 16b-3 | 01/29/2026 |
About Newtek Business Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Newtek or other stocks. Alpha measures the amount that position in Newtek Business Services has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2023 | 2024 | 2025 | 2026 (projected) | Dividend Yield | 0.0407 | 0.001384 | 0.0837 | 0.0558 | Price To Sales Ratio | 1.37 | 1.0 | 0.89 | 0.84 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Newtek Business in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Newtek Business' short interest history, or implied volatility extrapolated from Newtek Business options trading.
Build Portfolio with Newtek Business
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Additional Tools for Newtek Stock Analysis
When running Newtek Business' price analysis, check to measure Newtek Business' 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 Newtek Business is operating at the current time. Most of Newtek Business' value examination focuses on studying past and present price action to predict the probability of Newtek Business' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Newtek Business' price. Additionally, you may evaluate how the addition of Newtek Business to your portfolios can decrease your overall portfolio volatility.