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Newtek Business Services Corp. 5.50% Notes Due 2026 (NEWTZ)NEWTZ

Newtek Business Services Corp. 5.50% Notes Due 2026

$24.26

Delayed price

Profit since last BUY0%

Consider higher Upturn Star rating

BUY since 18 days

BUY Advisory
Profitable SELL
Loss-Inducing SELL

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Upturn Advisory Summary

06/06/2024: NEWTZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Performance

Type: Stock	Upturn Star Rating	Today’s Advisory: Consider higher Upturn Star rating
Historic Profit: -15.06%	Upturn Advisory Performance 2	Avg. Invested days: 28
Profits based on simulation	Stock Returns Performance 1	Last Close 06/06/2024

Type: Stock	Today’s Advisory: Consider higher Upturn Star rating
Historic Profit: -15.06%	Avg. Invested days: 28
Upturn Star Rating	Stock Returns Performance 1
Profits based on simulation Last Close 06/06/2024	Upturn Advisory Performance 2

Key Highlights

Company Size Small-Cap Stock	Market Capitalization 450.62M USD
Price to earnings Ratio -	1Y Target Price -
Dividends yield (FY) 1.32%	Basic EPS (TTM) -
Volume (30-day avg) 12231	Beta -
52 Weeks Range 22.12 - 24.30	Updated Date 04/14/2024

Company Size Small-Cap Stock	Market Capitalization 450.62M USD	Price to earnings Ratio -	1Y Target Price -
Dividends yield (FY) 1.32%	Basic EPS (TTM) -	Volume (30-day avg) 12231	Beta -
52 Weeks Range 22.12 - 24.30	Updated Date 04/14/2024

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Enterprise Value -	Price to Sales(TTM) -
Enterprise Value to Revenue -	Enterprise Value to EBITDA -
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AI Summarization

US Stock Newtek Business Services Corp. 5.50% Notes Due 2026

An Overview

Company profile:

Industry: Finance - Business Services
Founded: 1998
Headquarters: Miami, Florida
Employees: 830 (as of Q4 2021)
Products: Technology Solutions, Small Business Financial Services, Business Process Services, Commercial Banking & Treasury Management Solutions, Equipment Finance

Financial performance:

Revenue: $601.2 million (2022)
Net Income: $47.5 million (2022)
EPS: $1.76 (2022)

Growth trajectory:

Revenue: Growing steadily, with a CAGR of 12.50% over the past 5 years.
Net Income: Fluctuating, but overall growth trend.
EPS: Growing steadily, with a CAGR of 10.40% over the past 5 years.

Market Dynamics:

The business services industry is highly competitive, with many established players.
Newtek faces competition from companies like Paychex (PAYX), ADP (ADP), and Cintas (CTAS).
Newtek's focus on technology and a broad range of services helps them differentiate.

Competitors:

Competitor	Market Share
Paychex	23.50%
ADP	22.00%
Cintas	15.00%
TriNet	8.50%
Insperity	8.00%

Potential challenges:

Increased competition from larger players.
Rising interest rates could negatively impact business loan demand.
Economic recession could lead to decreased client spending.

Opportunities:

Expansion into new geographic markets.
Development and rollout of new technology-driven solutions.
Potential acquisitions to expand services and market share.

Fundamental rating based on AI: 7

The 7 rating suggests the stock possesses a strong growth prospect, with steady revenue and EPS growth.
The competitive industry landscape and potential challenges present a moderate level of risk.

Justification:

The AI algorithm considers various factors, including financial ratios, market share, competitive landscape, growth trajectory, and future opportunities.
Newtek's steady financial performance, growing revenue and earnings, and focus on technology solutions are considered positive factors.
The highly competitive industry and potential future challenges contribute to the moderately positive overall rating.
Disclaimer: This information is meant for educational purposes and does not constitute professional financial advice. It is strongly recommended that you conduct your own due diligence before making investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Newtek Business Services Corp. 5.50% Notes Due 2026

Exchange	NASDAQ	Headquaters	-
IPO Launch date	2021-01-25	CEO	-
Sector	Other	Website
Industry	Other	Full time employees	162
Headquaters	-
CEO	-
Website
Website
Full time employees	162

Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on first lien loans, which have terms of 1 to 25 years; second lien loans, which have terms of 5 to 25 years, and unsecured loans, which are provided to meet short-term funding needs and are repaid within 6 to 12 months. It operates through Electronic Payment Processing, Managed Technology Solutions, Small Business Finance, and Capcos segments. The company originates small business administration loans for the purpose of acquiring commercial real estate, machinery, equipment, and inventory, as well as to refinance debt and fund franchises, working capital, and business acquisitions; and offers small business loan servicing and consulting services to the Federal Deposit Insurance Corporation and various other financial institutions, as well as provides management services. Its electronic payment processing services include credit and debit card processing, check approval, ancillary processing equipment and software to merchants, eCommerce, electronic solutions to accept non-cash payments, check conversion, remote deposit capture, ACH processing, and electronic gift and loyalty card programs. The company also provides Website hosting, dedicated server, and cloud hosting services; Web design and development; Internet marketing; data storage and backup and other related services; and ecommerce services, such as payment processing, online shopping cart tools, Website design and Web related services; Accounts Receivable Financing, and The Secure Gateway. In addition, it offers Newtek Advantage, a mobile, real-time operating platform enabling a business to access data on a smartphone, tablet, laptop, or PC for eCommerce, credit/debit transactions, Website statistics, payroll, insurance

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