FINW FinWise Bancorp - Common Stock
NASDAQ · Banking · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 12, 2026
$11,17
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$10,79mínimo 52 semanas
$19,86máximo 52 semanas
Capitalización Bursátil (MRQ)
$153M
P/E
9.9
BPA
$1.13
tus insignias
Rango 52S
$11–$20
Calificación del Analista
BUY
Precio Objetivo
$16
P/E
9.9
ROE
8.6%
Margen de Beneficio Neto
12.3%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
FINW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$11.17
Capitalización Bursátil (MRQ)
$153M
P/E
9.9
BPA
$1.13
ROE
8.6%
Rango 52S
$11–$20
FINW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$1.132021-12-31 → 2025-12-31
Flujo de caja libre$-29M2022-12-31 → 2025-12-31
Margen neto12.3%2022-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | FINW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 9.9promedio 5A ≈10.6 | ≈10.6 | · | · | |
| P/S | 1.2promedio 5A ≈2.0 | ≈2.0 | · | · | |
| P/C (MRQ) | 0.8promedio 5A ≈1.1 | ≈1.1 | · | · | |
| Precio / FCF (TTM) | 27.9promedio 5A ≈5.1 | ≈5.1 | · | · | |
| Precio / Flujo de Caja (TTM) | 27.6promedio 5A ≈-1.5 | ≈-1.5 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.8promedio 5A ≈1.1 | ≈1.1 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | FINW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 0.69% | · | · | · | |
| Pretax Margin (Margen antes de impuestos) | 16.7%promedio 5A ≈27.5% | ≈27.5% | · | · | |
| Net Profit Margin (Margen de Beneficio Neto) | 12.3%promedio 5A ≈19.9% | ≈19.9% | · | · | |
| ROA | 1.9%promedio 5A ≈3.4% | ≈3.4% | · | · | |
| ROE | 8.6%promedio 5A ≈11.4% | ≈11.4% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | FINW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 60.5%promedio 5A ≈16.1% | ≈16.1% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 14.0% | · | · | · | |
| EPS YoY (EPS interanual) | 21.5%promedio 5A ≈-20.1% | ≈-20.1% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 26.3%promedio 5A ≈-12.9% | ≈-12.9% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -15.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -13.8% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | FINW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-12.0%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 22, 2026 | $0.15 | $0.24 | -38.4% |
| 31 de marzo de 2026 | $0.20 | $0.33 | -39.1% | |
| 31 de diciembre de 2025 | $0.27 | $0.35 | -23.3% | |
| 30 de septiembre de 2025 | $0.34 | $0.30 | 12.4% | |
| 30 de junio de 2025 | $0.29 | $0.23 | 27.8% | |
| 31 de marzo de 2025 | $0.23 | $0.26 | -11.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | · | · | $10M | $1M | $1M | |
| Interest Income | $92M | $74M | $65M | $52M | $49M | |
| Pretax Income | $22M | $17M | $24M | $36M | $42M | |
| Income Tax | $6M | $4M | $6M | $11M | $11M | |
| Net Income | $16M | $13M | $17M | $25M | $32M | |
| EPS (Basic) | $1.20 | $0.98 | $1.38 | $1.96 | $3.44 | |
| EPS (Diluted) | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 | |
| Shares (Basic) | 12,828,016 | 12,612,455 | 12,488,564 | 12,729,898 | 8,669,724 | |
| Shares (Diluted) | 13,565,336 | 13,228,869 | 12,909,648 | 13,357,022 | 9,108,163 | |
| EBITDA | $900.0K | $3M | · | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $163M | $109M | $117M | $101M | $86M | |
| PP&E (Net) | $3M | $4M | $15M | $9M | $3M | |
| PP&E (Gross) | $7M | $7M | $18M | $12M | $5M | |
| Accum. Depreciation | $4M | $4M | $4M | $2M | $1M | |
| Total Assets | $977M | $746M | $586M | $401M | $380M | |
| Deferred Tax | $0 | $899.0K | $748.0K | $0 | · | |
| Total Liabilities | $784M | $572M | $431M | $260M | $265M | |
| Common Stock | $14.0K | $13.0K | $12.0K | $13.0K | $13.0K | |
| Retained Earnings | $132M | $117M | $104M | $86M | $61M | |
| AOCI | $26.0K | $187.0K | $0 | · | · | |
| Stockholders' Equity | $193M | $174M | $155M | $140M | $115M | |
| Liabilities + Equity | $977M | $746M | $586M | $401M | $380M | |
| Shares Outstanding | 13,655,961 | 13,211,640 | 12,493,565 | 12,831,345 | 12,772,010 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $900.0K | $1M | $2M | $2M | $1M | |
| Stock-based Comp | $4M | $2M | $2M | $778.0K | $2M | |
| Deferred Tax | $-3M | $90.0K | · | · | · | |
| Other Non-cash | $-46M | $-33M | · | · | · | |
| Operating Cash Flow | $-28M | $-15M | $12M | $61M | $-9M | |
| CapEx | $219.0K | $1M | $7M | $7M | $2M | |
| Investing Cash Flow | $-127M | $-132M | $-153M | $-36M | $24M | |
| Stock Repurchased | $0 | $461.0K | $5M | $1M | $0 | |
| Net Stock Activity | $0 | $-461.0K | $-5M | $-1M | · | |
| Financing Cash Flow | $210M | $140M | $157M | $-11M | $23M | |
| Net Change in Cash | $54M | $-8M | $16M | · | · | |
| Taxes Paid | $7M | $8M | · | · | · | |
| Free Cash Flow | $-29M | $-20M | $5M | $54M | · | |
| Levered FCF | · | · | $-3M | $53M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 12.3% | 15.7% | 23.1% | 28.4% | · | |
| Pretax Margin | 16.7% | 20.9% | 31.5% | 40.8% | · | |
| EBITDA Margin | 0.69% | 3.9% | · | · | · | |
| ROA | 1.9% | 1.9% | 3.5% | 6.4% | · | |
| ROE | 8.6% | 7.4% | 11.4% | 18.3% | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | 0.2 | 0.2 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $14.15 | $13.15 | $12.41 | $10.95 | · | |
| Revenue / Share | $9.63 | $6.15 | $5.86 | $6.61 | · | |
| Cash Flow / Share | $-2.10 | $-1.13 | $0.95 | $4.58 | · | |
| Cash / Share | $11.97 | $8.26 | $9.36 | $7.84 | · | |
| EPS (TTM) | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 60.5% | 7.1% | -13.9% | 10.6% | · | |
| Revenue CAGR 3Y | 14.0% | 0.65% | · | · | · | |
| EPS YoY | 21.5% | -30.1% | -28.9% | -42.8% | · | |
| EPS CAGR 3Y | -15.5% | -34.2% | · | · | · | |
| Net Income YoY | 26.3% | -27.0% | -30.5% | -20.5% | · | |
| Net Income CAGR 3Y | -13.8% | -26.1% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $131M | $81M | $76M | $88M | $80M | |
| Net Income TTM | $16M | $13M | $17M | $25M | $32M | |
| Market Cap | $245M | $211M | $179M | $119M | · | |
| P/E | 15.9 | 17.2 | 10.8 | 5.0 | 4.2 | |
| P/S | 1.9 | 2.6 | 2.4 | 1.3 | · | |
| P/B | 1.3 | 1.2 | 1.2 | 0.8 | · | |
| P / Tangible Book | 1.3 | 1.2 | 1.2 | 0.8 | · | |
| P / Cash Flow | -8.6 | -14.1 | 14.6 | 1.9 | · | |
| P / FCF | -8.6 | -10.6 | 37.2 | 2.2 | · | |
| Earnings Yield | 6.3% | 5.8% | 9.3% | 20.2% | 23.7% |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $4M | · | $3M | $2M | $1M | $624.0K | $304.0K | |
| Interest Income | $34M | $34M | $30M | $24M | $20M | $19M | $19M | $19M | $18M | $18M | $18M | $17M | $16M | $13M | $13M | $13M | |
| Pretax Income | $3M | $4M | $5M | $6M | $5M | $4M | $4M | $5M | $4M | $5M | $6M | $6M | $6M | $5M | $9M | $7M | |
| Income Tax | $672.0K | $1M | $2M | $2M | $1M | $1M | $898.0K | $1M | $998.0K | $1M | $2M | $2M | $2M | $1M | $2M | $3M | |
| Net Income | $2M | $3M | $4M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $4M | $7M | $4M | |
| EPS (Basic) | $0.16 | $0.21 | $0.29 | $0.36 | $0.31 | $0.24 | $0.21 | $0.26 | $0.25 | $0.26 | $0.34 | $0.38 | $0.36 | $0.30 | $0.51 | $0.28 | |
| EPS (Diluted) | $0.15 | $0.20 | $0.27 | $0.34 | $0.29 | $0.23 | $0.19 | $0.25 | $0.24 | $0.25 | $0.32 | $0.37 | $0.35 | $0.29 | $0.49 | $0.27 | |
| Shares (Basic) | 13,112,580 | 13,019,369 | · | 12,859,264 | 12,781,508 | 12,716,155 | · | 12,658,557 | 12,627,800 | 12,502,448 | · | 12,387,392 | 12,603,463 | 12,708,326 | · | 12,784,298 | |
| Shares (Diluted) | 13,673,167 | 13,642,166 | · | 13,615,354 | 13,472,394 | 13,483,647 | · | 13,257,835 | 13,109,708 | 13,041,605 | · | 12,868,207 | 12,989,530 | 13,172,288 | · | 13,324,059 |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $94M | $97M | $163M | $106M | $90M | $120M | $109M | $86M | $89M | $116M | $117M | $127M | $119M | $106M | $101M | $92M | |
| PP&E (Net) | · | · | $3M | · | · | · | $4M | $17M | $16M | $15M | $15M | $14M | $13M | $9M | $9M | $7M | |
| PP&E (Gross) | · | · | $7M | · | · | · | $7M | · | · | · | $18M | · | · | · | $12M | $9M | |
| Accum. Depreciation | · | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | · | $2M | $2M | |
| Total Assets | $925M | $899M | $977M | $900M | $842M | $804M | $746M | $683M | $618M | $611M | $586M | $555M | $496M | $442M | $401M | $386M | |
| Deferred Tax | · | · | $0 | $0 | $0 | $0 | $899.0K | $1M | $1M | $508.0K | $748.0K | $234.0K | $140.0K | · | $0 | · | |
| Total Liabilities | $726M | $703M | $784M | $712M | $661M | $627M | $572M | $513M | $452M | $448M | $431M | $405M | $348M | $298M | $260M | $251M | |
| Common Stock | $14.0K | $14.0K | $14.0K | $14.0K | $13.0K | $13.0K | $13.0K | $13.0K | $13.0K | $13.0K | $12.0K | $12.0K | $13.0K | $13.0K | $13.0K | $13.0K | |
| Retained Earnings | $137M | $135M | $132M | $128M | $124M | $120M | $117M | $114M | $110M | $107M | $104M | $100M | $95M | $90M | $86M | $79M | |
| AOCI | $14.0K | $44.0K | $26.0K | $52.0K | $2.0K | $19.0K | $187.0K | $342.0K | · | · | $0 | · | · | · | · | · | |
| Stockholders' Equity | $199M | $197M | $193M | $188M | $182M | $177M | $174M | $170M | $166M | $162M | $155M | $150M | $147M | $144M | $140M | $134M | |
| Liabilities + Equity | $925M | $899M | $977M | $900M | $842M | $804M | $746M | $683M | $618M | $611M | $586M | $555M | $496M | $442M | $401M | $386M | |
| Shares Outstanding | 13,687,680 | 13,706,693 | 13,655,961 | 13,571,090 | 13,469,725 | 13,216,903 | 13,211,640 | 13,211,160 | 13,143,560 | 12,793,555 | 12,493,565 | 12,493,565 | 12,723,703 | 12,824,572 | 12,831,345 | 12,864,821 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $1M | $967.0K | $1M | $1M | $636.0K | $762.0K | $591.0K | |
| Stock-based Comp | $1M | $659.0K | $1M | $1M | $761.0K | $600.0K | $711.0K | $765.0K | $420.0K | $150.0K | $497.0K | $499.0K | $629.0K | $421.0K | $331.0K | $308.0K | |
| Operating Cash Flow | $-26M | $20M | $8M | $3M | $-18M | $-22M | $657.0K | $-10M | $-7M | $2M | $10M | $9M | $-9M | $3M | $24M | $-740.0K | |
| CapEx | $0 | $21.0K | $6.0K | $21.0K | $-1M | $117.0K | $-4M | $2M | $64.0K | $1M | $1M | $2M | $4M | $178.0K | $442.0K | $4M | |
| Investing Cash Flow | $4M | $-6M | $-23M | $-35M | $-41M | $-28M | $-34M | $-53M | $-24M | $-22M | $-38M | $-53M | $-25M | $-38M | $-26M | $-17M | |
| Stock Repurchased | · | · | $0 | $0 | $0 | $0 | $0 | $-5.0K | $286.0K | $180.0K | $0 | $2M | $2M | $216.0K | $922.0K | $214.0K | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-180.0K | · | · | · | $-216.0K | · | · | |
| Financing Cash Flow | $18M | $-80M | $73M | $47M | $29M | $61M | $56M | $59M | $5M | $19M | $18M | $52M | $47M | $40M | $9M | $13M | |
| Net Change in Cash | $-3M | $-66M | $58M | $16M | $-30M | $11M | $23M | $-3M | $-27M | $-1M | $-10M | $8M | · | · | · | · | |
| Taxes Paid | $4M | $67.0K | $3M | $613.0K | $3M | $412.0K | $4M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | $-23M | · | · | · | $358.0K | · | · | · | $3M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $2M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 3.9% | · | · | 13.3% | 16.4% | 14.4% | · | 16.6% | 16.4% | 17.0% | · | 24.5% | 24.5% | 23.2% | · | 18.2% | |
| Pretax Margin | 5.2% | · | · | 17.5% | 21.6% | 20.1% | · | 22.1% | 21.5% | 23.2% | · | 33.1% | 33.1% | 31.4% | · | 35.5% | |
| ROA | 0.24% | · | · | 0.62% | 0.56% | 0.45% | · | 0.56% | 0.57% | 0.63% | · | 1.0% | 1.1% | 0.89% | · | 1.9% | |
| ROE | 1.1% | · | · | 2.7% | 2.4% | 1.9% | · | 2.1% | 2.0% | 2.2% | · | 3.4% | 3.3% | 2.9% | · | 5.4% |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.55 | · | · | $13.84 | $13.51 | $13.42 | · | $12.90 | $12.61 | $12.70 | · | $12.04 | $11.59 | $11.26 | · | $10.44 | |
| Revenue / Share | $3.97 | · | · | $2.69 | $1.86 | $1.64 | · | $1.57 | $1.48 | $1.49 | · | $1.53 | $1.46 | $1.26 | · | $1.50 | |
| Cash Flow / Share | · | · | · | · | · | $-1.60 | · | · | · | $0.12 | · | · | · | $0.25 | · | · | |
| Cash / Share | $6.84 | · | · | $7.78 | $6.69 | $9.10 | · | $6.49 | $6.77 | $9.05 | · | $10.15 | $9.36 | $8.23 | · | $7.19 | |
| EPS (TTM) | $0.96 | $1.06 | · | $1.05 | $0.96 | $0.91 | · | $1.06 | $1.18 | $1.29 | · | $1.50 | $1.40 | $1.46 | · | $2.31 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $181M | $127M | · | $105M | $89M | $84M | · | $81M | $80M | $79M | · | $77M | $78M | $80M | · | $90M | |
| Net Income TTM | $14M | $15M | · | $15M | $14M | $13M | · | $14M | $15M | $17M | · | $20M | $19M | $20M | · | $29M | |
| Market Cap | $198M | · | · | $263M | $202M | $231M | · | $206M | $134M | $129M | · | $108M | $114M | $113M | · | $116M | |
| P/E | 15.1 | 15.0 | · | 18.5 | 15.6 | 19.2 | · | 14.7 | 8.7 | 7.8 | · | 5.8 | 6.4 | 6.0 | · | 3.9 | |
| P/S | 1.1 | · | · | 2.5 | 2.3 | 2.8 | · | 2.5 | 1.7 | 1.6 | · | 1.4 | 1.5 | 1.4 | · | 1.3 | |
| P/B | 1.0 | · | · | 1.4 | 1.1 | 1.3 | · | 1.2 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | |
| P / Tangible Book | 1.0 | 1.1 | · | 1.4 | 1.1 | 1.3 | · | 1.2 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | |
| P / Cash Flow | · | · | · | · | · | -10.7 | · | · | · | 83.1 | · | · | · | 34.1 | · | · | |
| Earnings Yield | 6.6% | 6.7% | · | 5.4% | 6.4% | 5.2% | · | 6.8% | 11.6% | 12.8% | · | 17.4% | 15.6% | 16.6% | · | 25.6% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Beneficio neto | $16M | $13M | $17M | $25M | $32M |
| EPS Diluido | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-29M | $-20M | $5M | $54M | · |
Propietarios institucionales (13F) 72 declarantes · $72.0M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
72
Valor en tenencia
$72.0M
Nuevas posiciones
13
Posiciones cerradas
0
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 13 (+4 vs trimestre anterior) | 0 (-7 vs trimestre anterior) | 27 (+8 vs trimestre anterior) | 16 (-2 vs trimestre anterior) | -283K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $12 918 081 | 814 507 | 17,93% | Acciones |
| WASATCH ADVISORS LP | $9 549 560 | 602 116 | 13,25% | Acciones |
| VANGUARD GROUP INC | $9 014 043 | 502 455 | 12,51% | Acciones |
| BlackRock, Inc. | $7 548 600 | 520 593 | 10,48% | Acciones |
| US BANCORP \DE\ | $6 801 196 | 469 048 | 9,44% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $5 677 852 | 391 576 | 7,88% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $3 314 114 | 228 504 | 4,60% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 722 673 | 118 796 | 2,39% | Acciones |
| STATE STREET CORP | $1 259 528 | 86 864 | 1,75% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1 098 187 | 75 737 | 1,52% | Acciones |
| NORTHERN TRUST CORP | $1 094 461 | 75 480 | 1,52% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $946 256 | 65 259 | 1,31% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $927 159 | 63 942 | 1,29% | Acciones |
| Militia Capital Partners, LP | $897 000 | 50 000 | 1,25% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $788 278 | 54 364 | 1,09% | Acciones |
| PMC FIG Opportunities LLC | $725 000 | 50 000 | 1,01% | Acciones |
| MORGAN STANLEY | $590 296 | 40 710 | 0,82% | Acciones |
| SMITH, MOORE & CO. | $551 000 | 38 000 | 0,76% | Acciones |
| Militia Capital Management LLC | $515 852 | 35 576 | 0,72% | Acciones |
| Tempus Wealth Planning, LLC | $406 319 | 28 022 | 0,56% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $405 188 | 27 944 | 0,56% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $374 100 | 25 800 | 0,52% | Acciones |
| GOLDMAN SACHS GROUP INC | $371 171 | 25 598 | 0,52% | Acciones |
| Arcus Capital Partners, LLC | $364 530 | 25 140 | 0,51% | Acciones |
| SCOGGIN MANAGEMENT LP | $362 500 | 25 000 | 0,50% | Acciones |
| EP Wealth Advisors, LLC | $345 187 | 23 806 | 0,48% | Acciones |
| Empowered Funds, LLC | $341 287 | 23 537 | 0,47% | Acciones |
| Bank of New York Mellon Corp | $306 023 | 21 105 | 0,42% | Acciones |
| NORDEN GROUP LLC | $245 355 | 16 921 | 0,34% | Acciones |
| STEPHENS INC /AR/ | $233 871 | 16 129 | 0,32% | Acciones |
| STRS OHIO | $214 600 | 14 800 | 0,30% | Acciones |
| Nuveen, LLC | $206 060 | 14 211 | 0,29% | Acciones |
| Global Retirement Partners, LLC | $178 321 | 12 298 | 0,25% | Acciones |
| Squarepoint Ops LLC | $174 145 | 12 010 | 0,24% | Acciones |
| IFP Advisors, Inc | $174 000 | 12 000 | 0,24% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $167 084 | 11 523 | 0,23% | Acciones |
| LPL Financial LLC | $153 193 | 10 565 | 0,21% | Acciones |
| DEUTSCHE BANK AG\ | $138 911 | 9 580 | 0,19% | Acciones |
| WELLS FARGO & COMPANY/MN | $123 932 | 8 547 | 0,17% | Acciones |
| RHUMBLINE ADVISERS | $94 625 | 6 526 | 0,13% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $89 741 | 6 189 | 0,12% | Acciones |
| CITIGROUP INC | $65 381 | 4 509 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $64 395 | 4 441 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $63 800 | 4 400 | 0,09% | Acciones |
| JPMORGAN CHASE & CO | $60 925 | 4 153 | 0,08% | Acciones |
| Vanguard Global Advisers, LLC | $60 204 | 4 152 | 0,08% | Acciones |
| BARCLAYS PLC | $59 320 | 4 091 | 0,08% | Acciones |
| Russell Investments Group, Ltd. | $53 737 | 3 706 | 0,07% | Acciones |
| GLOBEFLEX CAPITAL L P | $47 850 | 3 300 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $29 754 | 2 052 | 0,04% | Acciones |
Informantes de la empresa 23 insiders · 12 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James Noone | CHIEF EXECUTIVE OFFICER | 28 de julio de 2026 A | 466 365 | 0 | 0 | $0 |
| Robert E. Wahlman | EVP, Chief Financial Officer | 28 de julio de 2026 A | 80 278 | 0 | 0 | $0 |
| Javvis O Jacobson | CFO AND EXECUTIVE VP | 30 de octubre de 2023 P | 58 944 | 0 | 0 | $0 |
| Natasha Laurette Clayton | Relationship of Reporting Person(s) to Issuer: EVP, Chief Operating Officer of FinWise Bank, a wholly owned subsidiary of FinWis | 28 de julio de 2026 A | 60 928 | 0 | 0 | $0 |
| Dawn M Cannon | Relationship of Reporting Person(s) to Issuer: Former EVP, Chief Operating Officer of FinWise Bank, a wholly owned subsidiary of | 29 de marzo de 2024 D | 8 894 | 0 | 0 | $0 |
| Juan Carlos Arias | Relationship of Reporting Person(s) to Issuer: EVP, Chief Strategy Officer of FinWise Bank, a wholly owned subsidiary of FinWise | 28 de julio de 2026 A | 23 392 | 0 | 0 | $0 |
| Sarah Elizabeth Grotta | Relationship of Reporting Person(s) to Issuer: EVP, Chief Fintech Officer of FinWise Bank, a wholly owned subsidiary of FinWise | 28 de julio de 2026 A | 28 764 | 0 | 0 | $0 |
| Timothy Stephen Brosnan | Relationship of Reporting Person(s) to Issuer: EVP, Chief Credit Officer of FinWise Bank, a wholly owned subsidiary of FinWise B | 28 de julio de 2026 A | 33 037 | 0 | 0 | $0 |
| Michael Christopher Obrien | Relationship of Reporting Person(s) to Issuer: EVP, Corporate Counsel and Corporate Secretary | 28 de julio de 2026 A | 103 549 | 0 | 0 | $0 |
| Kent Landvatter | EXECUTIVE CHAIRMAN | 28 de julio de 2026 A | 986 333 | 0 | 0 | $0 |
| Andrew G Stines | Relationship of Reporting Person(s) to Issuer: EVP, Chief Compliance & Risk Officer of FinWise Bank, a wholly owned subsidiary o | 31 de marzo de 2026 A | 19 072 | 0 | 0 | $0 |
| David Tilis | CSO AND SENIOR VP | 2 de mayo de 2022 P | 317 778 | 0 | 0 | $0 |
| Gerald Edwin Cunningham | Consejero | 31 de marzo de 2026 A | 77 129 | 0 | 0 | $0 |
| Howard I Reynolds | Consejero | 31 de marzo de 2026 A | 41 294 | 1 | 0 | $43 528 |
| James N Giordano | Consejero | 31 de marzo de 2026 A | 399 607 | 0 | 0 | $0 |
| Jeana Hutchings | Consejero | 31 de marzo de 2026 A | 29 187 | 0 | 0 | $0 |
| Lisa Ann Nievaard | Consejero | 31 de marzo de 2026 A | 18 987 | 0 | 0 | $0 |
| Susan Ehrlich | Consejero | 31 de marzo de 2026 A | 5 910 | 0 | 0 | $0 |
| Alan Weichselbaum | Consejero | 31 de marzo de 2026 A | 59 242 | 0 | 0 | $0 |
| Thomas Elmer Gibson Jr | Consejero | 27 de mayo de 2025 A | 28 948 | 0 | 0 | $0 |
| Russell Fred Healey Jr | Consejero | 19 de noviembre de 2021 P | 88 000 | 0 | 0 | $0 |
| Richard Thiessens | · | 28 de julio de 2026 A | 68 174 | 0 | 0 | $0 |
| Robert Keil | · | 3 de noviembre de 2025 S | 56 428 | 0 | 1 | $-29 220 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 19 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 32 525 SH | 10 de septiembre de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6 811 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 62 738 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,00% | 1 144 SH | 1 de octubre de 2026 | Diario |
| RSSL · Global X Funds | 0,00% | 4 629 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 216 467 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 1 164 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 5 934 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 17 276 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 777 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 2 393 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 421 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 97 324 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 282 482 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 55 171 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 580 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 697 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,00% | 8 NS | 31 de julio de 2026 | N-PORT |
| IWN · iShares Trust | · | 33 072 SH | 11 de septiembre de 2026 | Diario |
FINW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 9 analistas
COMPRA
Objetivo mediano
$16.00
+43,2%
3 33,3%
Compra fuerte
5 55,6%
Compra
1 11,1%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
3 analistas · 2026-10-02Objetivo medio $16.33 +46,2%
← Por Debajo de Todos los Objetivos
Precio Actual $11.17
Mín$14.00
Media$16.33
Máx$19.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FINW | $245M | 15.9 | 60.5% | 12.3% | 8.6% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 12, 2026