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NEWTNewtekOne, Inc.
$14.30$413M
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  4. Financial Ratios

NewtekOne, Inc. (NEWT) Financial Ratios

Latest Ratios: P/E Ratio 6.1x · EV/EBITDA 6.9x · ROE 17.4%. (1999–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NEWT Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$413M$291M$322M$336M$393M$630M$416M$438M$326M$320M$231M
Enterprise Value$952M$830M$683M$834M$887M$1.1B$875M$878M$656M$534M$400M
P/E Ratio →6.064.816.527.3412.137.4912.3810.639.138.228.46
P/S Ratio1.280.901.011.332.993.744.484.936.598.237.47
P/B Ratio0.920.731.091.351.051.561.231.361.141.151.11
P/FCF7.395.21———4.4723.45————
P/OCF7.375.20———4.4723.44————

P/E links to full P/E history page with 30-year chart

NEWT EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—2.582.143.306.746.599.429.8913.2413.7312.93
EV / EBITDA6.926.049.6917.2822.7312.9226.4970.60———
EV / EBIT6.966.079.9418.3822.8712.9726.8213.5612.4110.16—
EV / FCF—14.86———7.8749.27————

NEWT Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin75.3%75.3%66.3%68.6%80.0%87.8%80.7%50.7%57.4%50.4%50.8%
Operating Margin42.5%42.5%21.5%17.9%29.5%50.8%35.1%13.4%-25.3%-40.5%-51.8%
Net Profit Margin18.8%18.8%15.9%18.7%24.6%50.0%36.2%46.3%72.1%100.2%88.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE17.4%17.4%18.7%15.2%8.3%22.6%10.2%13.5%12.6%16.0%13.2%
ROA2.5%2.5%2.9%3.9%3.1%8.9%4.1%5.7%6.1%8.5%7.2%
ROIC9.2%9.2%5.4%3.7%3.2%7.6%3.1%1.3%-1.7%-2.7%-3.4%
ROCE13.6%13.6%7.3%5.0%3.9%9.1%4.1%1.7%-2.2%-3.5%-4.4%

NEWT Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.072.072.412.611.461.191.361.371.150.780.82
Debt / EBITDA5.995.9910.1413.4914.035.6113.9435.54———
Net Debt / Equity—1.361.222.001.321.191.351.371.150.770.81
Net Debt / EBITDA3.923.925.1310.3212.655.5813.8835.39———
Debt / FCF—9.65———3.4025.82————
Interest Coverage2.422.420.850.671.474.171.823.173.294.61-0.10

NEWT Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.200.200.420.548.4822.189.932.301.713.093.14
Quick Ratio0.200.200.420.548.4822.189.932.301.713.093.14
Cash Ratio0.170.170.330.290.700.220.180.040.050.240.22
Asset Turnover—0.120.150.180.130.160.110.110.080.070.08
Inventory Turnover———————————
Days Sales Outstanding———————————

NEWT Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield7.6%9.6%0.1%4.2%16.4%11.1%10.2%9.3%9.9%8.8%11.8%
Payout Ratio46.3%46.3%0.9%29.9%199.8%83.4%126.7%99.1%90.9%72.3%100.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield16.5%20.8%15.3%13.6%8.2%13.4%8.1%9.4%11.0%12.2%11.8%
FCF Yield13.5%19.2%———22.4%4.3%————
Buyback Yield0.4%0.5%0.1%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.4%
Total Shareholder Yield8.0%10.1%0.3%4.2%16.4%11.1%10.2%9.3%9.9%8.8%12.2%
Shares Outstanding—$26M$25M$24M$24M$23M$21M$19M$19M$17M$15M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetStrained
Cash FlowDeteriorating
Top Statement Risk

SBA secondary market volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Discounting Conglomerate Complexity

According to current market data, NewtekOne trades at a P/E of 6.22, which appears to reflect a significant conglomerate discount compared to pure-play regional banks, as investors struggle to reconcile the company's diversified service-fee income with its core SBA lending operations and recent bank holding company transition.

The low P/E multiple suggests that the market may be pricing in a higher risk premium due to the company's complex, multi-segment structure rather than its underlying earnings potential. Investors should monitor whether this valuation gap narrows as the bank conversion matures and the market gains confidence in the sustainability of the deposit-funded model.

Capital Efficiency Constrained by Transition

Based on reported figures, NewtekOne's ROIC has remained suppressed, hovering near 1.7% in 2026Q1, which indicates that the company is currently struggling to generate meaningful returns on its rapidly expanding capital base as it shifts from a BDC-style funding model to a more traditional banking structure.

The persistent gap between ROE and ROIC suggests that the company's capital allocation strategy is currently hampered by the high costs associated with its regulatory and operational pivot. This trend warrants further investigation into whether the company can achieve scale-driven efficiencies that improve returns on invested capital over the medium term.

Working Capital Volatility Hinders Efficiency

As reported in financial statements, NewtekOne's asset turnover remains exceptionally low at 0.03, reflecting the significant expansion of the balance sheet that has outpaced the company's ability to generate revenue, a trend that highlights the operational friction inherent in its current diversified business model.

The erratic nature of the company's working capital management, evidenced by extreme swings in liquidity ratios, suggests that the integration of payments and lending services has yet to produce the streamlined operational efficiency management anticipates. Investors should monitor whether the company can stabilize its asset utilization as the new banking operations reach a steady state.

Rising Leverage Amidst Structural Pivot

Based on the provided quarterly data, NewtekOne's debt-to-equity ratio has climbed to 5.96 in 2026Q1, a marked increase from 2.61 in 2023Q4, which indicates that the company is increasingly reliant on debt financing to support its transition into a deposit-funded financial holding company.

The rising leverage profile suggests that the company's interest coverage may remain under pressure, particularly if the cost of maintaining a deposit base continues to rise. This trend appears to increase the company's sensitivity to interest rate volatility, potentially limiting its financial flexibility during periods of economic stress.

Misapplied Metrics Obscure True Value

The most commonly misapplied metric for NewtekOne is the standard Price-to-Book ratio, which fails to account for the significant value of the company's non-bank service segments and the proprietary data advantage derived from its integrated payments and insurance ecosystem, leading to an incomplete assessment of its fundamental worth.

By treating NewtekOne as a traditional regional bank, analysts often overlook the high-margin, recurring fee income that differentiates the company from its peers. A sum-of-the-parts valuation or an adjusted earnings metric that strips out fair-value accounting noise would likely provide a more accurate reflection of the company's true earning power.

Download Financial Ratios Data

Includes 30+ ratios · 27 years · Updated daily

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NEWT — Frequently Asked Questions

Quick answers to the most common questions about buying NEWT stock.

What is NewtekOne, Inc.'s P/E ratio?

NewtekOne, Inc.'s current P/E ratio is 6.1x. The historical average is 15.9x. This places it at the 9th percentile of its historical range.

What is NewtekOne, Inc.'s EV/EBITDA?

NewtekOne, Inc.'s current EV/EBITDA is 6.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 22.1x.

What is NewtekOne, Inc.'s ROE?

NewtekOne, Inc.'s return on equity (ROE) is 17.4%. The historical average is 9.6%.

Is NEWT stock overvalued?

Based on historical data, NewtekOne, Inc. is trading at a P/E of 6.1x. This is at the 9th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is NewtekOne, Inc.'s dividend yield?

NewtekOne, Inc.'s current dividend yield is 7.65% with a payout ratio of 46.3%.

What are NewtekOne, Inc.'s profit margins?

NewtekOne, Inc. has 75.3% gross margin and 42.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does NewtekOne, Inc. have?

NewtekOne, Inc.'s Debt/EBITDA ratio is 6.0x, indicating high leverage. A ratio above 4x may signal elevated financial risk.