FINW FinWise Bancorp - Common Stock
NASDAQ · Banking · 在 SEC EDGAR 上查看 ↗ 10-K/10-Q 八月 12, 2026
$10.76
· % 处于52周区间
· 高于低点
· 至高点
$9.5852周低点
$19.8652周高点
市值 (MRQ)
$147M
P/E
9.5
EPS
$1.13
FINW 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$10.76
市值 (MRQ)
$147M
P/E
9.5
EPS
$1.13
ROE
8.6%
52周区间
$10–$20
FINW 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
10年表现 收入、净利润、利润率和每股收益趋势
EPS$1.132021-12-31 → 2025-12-31
自由现金流$-29M2022-12-31 → 2025-12-31
净利率12.3%2022-12-31 → 2025-12-31
估值与比率
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
| 指标 | 5年趋势 | FINW | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E | 9.55年均值 ≈10.6 | ≈10.6 | 15.4 | 公允价值 | |
| P/S | 1.15年均值 ≈2.0 | ≈2.0 | 2.9 | 低估 | |
| 市净率 (MRQ) | 0.75年均值 ≈1.1 | ≈1.1 | 0.9 | 估值过高 | |
| 股价/自由现金流 (TTM) | 26.95年均值 ≈5.1 | ≈5.1 | · | · | |
| 市现率 (TTM) | 26.65年均值 ≈-1.5 | ≈-1.5 | · | · | |
| Price / Tangible Book (市净率（有形资产）) | 0.85年均值 ≈1.1 | ≈1.1 | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | FINW | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| EBITDA Margin (息税折旧摊销前利润率) | 0.69% | · | · | · | |
| Pretax Margin (税前利润率) | 16.7%5年均值 ≈27.5% | ≈27.5% | 15.5% | 弱 | |
| Net Profit Margin (净利润率) | 12.3%5年均值 ≈19.9% | ≈19.9% | 12.0% | 弱 | |
| ROA | 1.9%5年均值 ≈3.4% | ≈3.4% | 0.98% | 顶尖 | |
| ROE | 8.6%5年均值 ≈11.4% | ≈11.4% | 6.2% | 顶尖 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
此比率组尚无数据
基本面数据不足，尚无法计算此比率组。
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | FINW | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 60.5%5年均值 ≈16.1% | ≈16.1% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 14.0% | · | · | · | |
| EPS YoY | 21.5%5年均值 ≈-20.1% | ≈-20.1% | · | · | |
| Net Income YoY (净利润同比增长) | 26.3%5年均值 ≈-12.9% | ≈-12.9% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | -15.5% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | -13.8% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
| 指标 | 5年趋势 | FINW | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.25年均值 ≈0.2 | ≈0.2 | 0.0 | 顶尖 |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
-12.0%
下次报告
十月 27, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 22, 2026 | $0.15 | $0.24 | -38.4% |
| 2026年3月31日 | $0.20 | $0.33 | -39.1% | |
| 2025年12月31日 | $0.27 | $0.35 | -23.3% | |
| 2025年9月30日 | $0.34 | $0.30 | 12.4% | |
| 2025年6月30日 | $0.29 | $0.23 | 27.8% | |
| 2025年3月31日 | $0.23 | $0.26 | -11.6% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 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 | · | · | · |
资产负债表
| 指标 | 趋势 | 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 |
现金流
| 指标 | 趋势 | 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 | · |
盈利能力
| 指标 | 趋势 | 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% | · |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | 0.2 | 0.2 | · |
每股
| 指标 | 趋势 | 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 |
增长率
| 指标 | 趋势 | 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% | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 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% |
损益表
| 指标 | 趋势 | 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 |
资产负债表
| 指标 | 趋势 | 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 |
现金流
| 指标 | 趋势 | 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 | · | $20M | · | · | · | $-23M | · | · | · | $358.0K | · | · | · | $3M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $2M | · | · |
盈利能力
| 指标 | 趋势 | 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% | 6.4% | · | 13.3% | 16.4% | 14.4% | · | 16.6% | 16.4% | 17.0% | · | 24.5% | 24.5% | 23.2% | · | 18.2% | |
| Pretax Margin | 5.2% | 8.9% | · | 17.5% | 21.6% | 20.1% | · | 22.1% | 21.5% | 23.2% | · | 33.1% | 33.1% | 31.4% | · | 35.5% | |
| ROA | 0.24% | 0.32% | · | 0.62% | 0.56% | 0.45% | · | 0.56% | 0.57% | 0.63% | · | 1.0% | 1.1% | 0.89% | · | 1.9% | |
| ROE | 1.1% | 1.5% | · | 2.7% | 2.4% | 1.9% | · | 2.1% | 2.0% | 2.2% | · | 3.4% | 3.3% | 2.9% | · | 5.4% |
效率
| 指标 | 趋势 | 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 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 |
每股
| 指标 | 趋势 | 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 | $14.34 | · | $13.84 | $13.51 | $13.42 | · | $12.90 | $12.61 | $12.70 | · | $12.04 | $11.59 | $11.26 | · | $10.44 | |
| Revenue / Share | $3.97 | $3.13 | · | $2.69 | $1.86 | $1.64 | · | $1.57 | $1.48 | $1.49 | · | $1.53 | $1.46 | $1.26 | · | $1.50 | |
| Cash Flow / Share | · | $1.44 | · | · | · | $-1.60 | · | · | · | $0.12 | · | · | · | $0.25 | · | · | |
| Cash / Share | $6.84 | $7.07 | · | $7.78 | $6.69 | $9.10 | · | $6.49 | $6.77 | $9.05 | · | $10.15 | $9.36 | $8.23 | · | $7.19 | |
| EPS (TTM) | $0.96 | $1.10 | · | $1.05 | $0.96 | $0.91 | · | $1.06 | $1.18 | $1.29 | · | $1.50 | $1.40 | $1.46 | · | $2.31 |
估值 (TTM)
| 指标 | 趋势 | 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 | $151M | · | $105M | $89M | $84M | · | $81M | $80M | $79M | · | $77M | $78M | $80M | · | $90M | |
| Net Income TTM | $14M | $16M | · | $15M | $14M | $13M | · | $14M | $15M | $17M | · | $20M | $19M | $20M | · | $29M | |
| Market Cap | $198M | $217M | · | $263M | $202M | $231M | · | $206M | $134M | $129M | · | $108M | $114M | $113M | · | $116M | |
| P/E | 15.1 | 14.4 | · | 18.5 | 15.6 | 19.2 | · | 14.7 | 8.7 | 7.8 | · | 5.8 | 6.4 | 6.0 | · | 3.9 | |
| P/S | 1.1 | 1.4 | · | 2.5 | 2.3 | 2.8 | · | 2.5 | 1.7 | 1.6 | · | 1.4 | 1.5 | 1.4 | · | 1.3 | |
| P/B | 1.0 | 1.1 | · | 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 | · | 11.0 | · | · | · | -10.7 | · | · | · | 83.1 | · | · | · | 34.1 | · | · | |
| Earnings Yield | 6.6% | 6.9% | · | 5.4% | 6.4% | 5.2% | · | 6.8% | 11.6% | 12.8% | · | 17.4% | 15.6% | 16.6% | · | 25.6% |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 净收入 | $16M | $13M | $17M | $25M | $32M |
| 稀释后每股收益 (EPS) | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 |
此报表无数据
基本面数据不足，尚无法生成此报表。
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $-29M | $-20M | $5M | $54M | · |
机构持有人 (13F) 73 家申报者 · $64.9M 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
持有人
73
持有价值
$64.9M
新仓位
13
已退出持仓
0
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 13 (+4 与上一季度对比) | 0 (-7 与上一季度对比) | 27 (+8 与上一季度对比) | 17 (-1 与上一季度对比) | +219K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $12918081 | 814507 | 19.89% | 股份 |
| VANGUARD GROUP INC | $9014043 | 502455 | 13.88% | 股份 |
| BlackRock, Inc. | $7548600 | 520593 | 11.62% | 股份 |
| US BANCORP \DE\ | $6801196 | 469048 | 10.47% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $5677852 | 391576 | 8.74% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $3314114 | 228504 | 5.10% | 股份 |
| WASATCH ADVISORS LP | $2622534 | 235416 | 4.04% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $1722673 | 118796 | 2.65% | 股份 |
| STATE STREET CORP | $1259528 | 86864 | 1.94% | 股份 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1098187 | 75737 | 1.69% | 股份 |
| NORTHERN TRUST CORP | $1094461 | 75480 | 1.69% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $946256 | 65259 | 1.46% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $927159 | 63942 | 1.43% | 股份 |
| Militia Capital Partners, LP | $897000 | 50000 | 1.38% | 股份 |
| EMERALD MUTUAL FUND ADVISERS TRUST | $788278 | 54364 | 1.21% | 股份 |
| PMC FIG Opportunities LLC | $725000 | 50000 | 1.12% | 股份 |
| MORGAN STANLEY | $590296 | 40710 | 0.91% | 股份 |
| SMITH, MOORE & CO. | $551000 | 38000 | 0.85% | 股份 |
| Militia Capital Management LLC | $515852 | 35576 | 0.79% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $405188 | 27944 | 0.62% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $374100 | 25800 | 0.58% | 股份 |
| GOLDMAN SACHS GROUP INC | $371171 | 25598 | 0.57% | 股份 |
| Arcus Capital Partners, LLC | $364530 | 25140 | 0.56% | 股份 |
| SCOGGIN MANAGEMENT LP | $362500 | 25000 | 0.56% | 股份 |
| EP Wealth Advisors, LLC | $345187 | 23806 | 0.53% | 股份 |
| Empowered Funds, LLC | $341287 | 23537 | 0.53% | 股份 |
| Tempus Wealth Planning, LLC | $312165 | 28022 | 0.48% | 股份 |
| Bank of New York Mellon Corp | $306023 | 21105 | 0.47% | 股份 |
| STEPHENS INC /AR/ | $233871 | 16129 | 0.36% | 股份 |
| STRS OHIO | $214600 | 14800 | 0.33% | 股份 |
| Nuveen, LLC | $206060 | 14211 | 0.32% | 股份 |
| NORDEN GROUP LLC | $188500 | 16921 | 0.29% | 股份 |
| Global Retirement Partners, LLC | $178321 | 12298 | 0.27% | 股份 |
| Squarepoint Ops LLC | $174145 | 12010 | 0.27% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $167084 | 11523 | 0.26% | 股份 |
| LPL Financial LLC | $153193 | 10565 | 0.24% | 股份 |
| DEUTSCHE BANK AG\ | $138911 | 9580 | 0.21% | 股份 |
| IFP Advisors, Inc | $133680 | 12000 | 0.21% | 股份 |
| WELLS FARGO & COMPANY/MN | $123932 | 8547 | 0.19% | 股份 |
| RHUMBLINE ADVISERS | $94625 | 6526 | 0.15% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $89741 | 6189 | 0.14% | 股份 |
| CITIGROUP INC | $65381 | 4509 | 0.10% | 股份 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $64395 | 4441 | 0.10% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $63800 | 4400 | 0.10% | 股份 |
| JPMORGAN CHASE & CO | $60925 | 4153 | 0.09% | 股份 |
| Vanguard Global Advisers, LLC | $60204 | 4152 | 0.09% | 股份 |
| BARCLAYS PLC | $59320 | 4091 | 0.09% | 股份 |
| Russell Investments Group, Ltd. | $53737 | 3706 | 0.08% | 股份 |
| GLOBEFLEX CAPITAL L P | $47850 | 3300 | 0.07% | 股份 |
| Police & Firemen's Retirement System of New Jersey | $29754 | 2052 | 0.05% | 股份 |
公司内部人士 23 位内幕人士 · 12 位高管 · 10 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| James Noone | CHIEF EXECUTIVE OFFICER | 2026年7月28日 A | 466365 | 0 | 0 | $0 |
| Robert E. Wahlman | EVP, Chief Financial Officer | 2026年7月28日 A | 80278 | 0 | 0 | $0 |
| Javvis O Jacobson | CFO AND EXECUTIVE VP | 2023年10月30日 P | 58944 | 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 | 2026年7月28日 A | 60928 | 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 | 2024年3月29日 D | 8894 | 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 | 2026年7月28日 A | 23392 | 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 | 2026年7月28日 A | 28764 | 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 | 2026年7月28日 A | 33037 | 0 | 0 | $0 |
| Michael Christopher Obrien | Relationship of Reporting Person(s) to Issuer: EVP, Corporate Counsel and Corporate Secretary | 2026年7月28日 A | 103549 | 0 | 0 | $0 |
| Kent Landvatter | EXECUTIVE CHAIRMAN | 2026年7月28日 A | 986333 | 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 | 2026年3月31日 A | 19072 | 0 | 0 | $0 |
| David Tilis | CSO AND SENIOR VP | 2022年5月2日 P | 317778 | 0 | 0 | $0 |
| Gerald Edwin Cunningham | 董事 | 2026年3月31日 A | 77129 | 0 | 0 | $0 |
| Howard I Reynolds | 董事 | 2026年3月31日 A | 41294 | 1 | 0 | $43528 |
| James N Giordano | 董事 | 2026年3月31日 A | 399607 | 0 | 0 | $0 |
| Jeana Hutchings | 董事 | 2026年3月31日 A | 29187 | 0 | 0 | $0 |
| Lisa Ann Nievaard | 董事 | 2026年3月31日 A | 18987 | 0 | 0 | $0 |
| Susan Ehrlich | 董事 | 2026年3月31日 A | 5910 | 0 | 0 | $0 |
| Alan Weichselbaum | 董事 | 2026年3月31日 A | 59242 | 0 | 0 | $0 |
| Thomas Elmer Gibson Jr | 董事 | 2025年5月27日 A | 28948 | 0 | 0 | $0 |
| Russell Fred Healey Jr | 董事 | 2021年11月19日 P | 88000 | 0 | 0 | $0 |
| Richard Thiessens | · | 2026年7月28日 A | 68174 | 0 | 0 | $0 |
| Robert Keil | · | 2025年11月3日 S | 56428 | 0 | 1 | $-29220 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 19 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| IWC · iShares Trust | 0.03% | 32525 SH | 2026年9月10日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 6811 SH | 2026年8月19日 | 每日 |
| IWO · iShares Trust | 0.01% | 62738 SH | 2026年9月11日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.00% | 1146 SH | 2026年10月22日 | 每日 |
| RSSL · Global X Funds | 0.00% | 4629 NS | 2026年7月31日 | N-PORT |
| IWM · iShares Trust | 0.00% | 216467 SH | 2026年9月11日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.00% | 1164 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 5934 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 17276 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 777 NS | 2026年7月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.00% | 2393 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 1421 NS | 2026年7月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 97324 SH | 2026年8月19日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 282482 SH | 2026年8月19日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.00% | 55171 SH | 2026年8月19日 | 每日 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2580 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 697 SH | 2026年8月19日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.00% | 8 NS | 2026年7月31日 | N-PORT |
| IWN · iShares Trust | · | 33072 SH | 2026年9月11日 | 每日 |
FINW 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
评级 · 9 位分析师
买入
中位数目标
$16.00
+48.7%
2 22.2%
强烈买入
5 55.6%
买入
2 22.2%
持有
0 0.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
3 位分析师 · 2026-10-23平均目标 $16.33 +51.8%
← 低于所有目标
当前价格 $10.76
最低$14.00
平均值$16.33
最高$19.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
我的指标 您的个人关注列表 — 来自完整基本面的选定行
选择对您重要的指标 — 点击上方完整基本面中任意行的 + 号。
您的选择已保存，并会跟随您浏览所有股票。
来源：SEC 10-Q 于 八月 12, 2026 申报