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NewtekOne, Inc. (NEWTH) Stock Fundamental Analysis & AI Rating 2026

NEWTH Nasdaq National Commercial Banks MD CIK: 0001587987
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
75% Confidence
AGREEMENT
STRONG SELL
88% Conf
SELL
62% Conf

📊 NEWTH Key Takeaways

Revenue: $59.9M
Net Margin: 101.0%
Free Cash Flow: $-579.3M
Current Ratio: N/A
Debt/Equity: 2.06x
EPS: $2.18
AI Rating: STRONG SELL with 88% confidence
NewtekOne, Inc. (NEWTH) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $59.9M, net profit margin of 101.0%, and return on equity (ROE) of 15.2%, NewtekOne, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NEWTH stock analysis for 2026.

Is NewtekOne, Inc. (NEWTH) a Good Investment?

Claude

NewtekOne exhibits severe financial distress marked by a catastrophic 73.4% revenue decline, massive negative operating cash flow of -$579.2M, and interest coverage ratio of 0.5x indicating inability to service debt from operations. Despite reported net income growth, the company faces an acute liquidity crisis with only $4.2M cash against $819.9M long-term debt, suggesting imminent solvency stress.

ChatGPT

Fundamentals show a severe revenue contraction and deeply negative operating cash flow, while a 101% net margin likely reflects non‑recurring items rather than durable earnings power. Interest coverage below 1x and meaningful leverage raise sustainability concerns despite positive ROE and EPS growth.

Why Buy NewtekOne, Inc. Stock? NEWTH Key Strengths

Claude
  • + ROE of 15.2% demonstrates some retained profitability on shareholder capital
  • + Net income reported at $60.5M (up 4% YoY) indicates partial earnings generation
  • + Insider activity with 5 Form 4 filings suggests some management engagement
ChatGPT
  • + ROE of 15.2% and ROA of 2.2% indicate solid profitability metrics
  • + Positive operating income and double-digit EPS growth
  • + Scaled asset base ($2.74B) with positive equity ($397.57M)

NEWTH Stock Risks: NewtekOne, Inc. Investment Risks

Claude
  • ! Revenue collapsed 73.4% YoY indicating fundamental business deterioration
  • ! Operating cash flow of -$579.2M with interest coverage at 0.5x shows inability to cover debt obligations from operations
  • ! Critical liquidity shortage: $4.2M cash against $819.9M debt with 2.06x leverage ratio
  • ! Negative free cash flow of -$579.3M signals unsustainable cash burn and potential refinancing failure
  • ! Net margin of 101% and net income growth amid revenue collapse suggests non-recurring gains masking operational distress
ChatGPT
  • ! Revenue down 73.4% YoY, indicating core growth pressure
  • ! Interest coverage at 0.5x and leverage of 2.06x
  • ! Operating and free cash flow deeply negative (-$579M)

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive generation
  • * Interest coverage ratio recovery above 1.0x
  • * Cash position sustainability and debt refinancing capacity
  • * Revenue stabilization and return to growth
ChatGPT
  • * Interest coverage and net interest income trend
  • * Operating cash flow and core revenue growth ex-one-offs

NewtekOne, Inc. (NEWTH) Financial Metrics & Key Ratios

Revenue
$59.9M
Net Income
$60.5M
EPS (Diluted)
$2.18
Free Cash Flow
$-579.3M
Total Assets
$2.7B
Cash Position
$4.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

NEWTH Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 15.1%
Net Margin 101.0%
ROE 15.2%
ROA 2.2%
FCF Margin -967.4%

NEWTH vs Finance Sector: How NewtekOne, Inc. Compares

How NewtekOne, Inc. compares to Finance sector averages

Net Margin
NEWTH 101.0%
vs
Sector Avg 25.0%
NEWTH Sector
ROE
NEWTH 15.2%
vs
Sector Avg 12.0%
NEWTH Sector
Current Ratio
NEWTH 0.0x
vs
Sector Avg 1.2x
NEWTH Sector
Debt/Equity
NEWTH 2.1x
vs
Sector Avg 2.0x
NEWTH Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is NewtekOne, Inc. Stock Overvalued? NEWTH Valuation Analysis 2026

Based on fundamental analysis, NewtekOne, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
15.2%
Sector avg: 12%
Net Profit Margin
101.0%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.06x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

NewtekOne, Inc. Balance Sheet: NEWTH Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.06x
Debt/Assets
85.5%
Interest Coverage
0.50x
Long-term Debt
$819.9M

NEWTH Revenue & Earnings Growth: 5-Year Financial Trend

NEWTH 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NewtekOne, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.88 reflects profitable operations.

NEWTH Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-967.4%
Free cash flow / Revenue

NEWTH Quarterly Earnings & Performance

Quarterly financial performance data for NewtekOne, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2014 $34.8M $1.8M $0.24

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

NewtekOne, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$579.2M
Cash generated from operations
Capital Expenditures
$106.0K
Investment in assets
Dividends Paid
$28.0M
Returned to shareholders

NEWTH SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for NewtekOne, Inc. (CIK: 0001587987)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 8-K newt-20260406.htm View →
Apr 3, 2026 8-K newt-20260401.htm View →
Mar 18, 2026 8-K newt-20260313.htm View →
Mar 13, 2026 8-K newt-20260313.htm View →
Mar 10, 2026 10-K newt-20251231.htm View →

Frequently Asked Questions about NEWTH

What is the AI rating for NEWTH?

NewtekOne, Inc. (NEWTH) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NEWTH's key strengths?

Claude: ROE of 15.2% demonstrates some retained profitability on shareholder capital. Net income reported at $60.5M (up 4% YoY) indicates partial earnings generation. ChatGPT: ROE of 15.2% and ROA of 2.2% indicate solid profitability metrics. Positive operating income and double-digit EPS growth.

What are the risks of investing in NEWTH?

Claude: Revenue collapsed 73.4% YoY indicating fundamental business deterioration. Operating cash flow of -$579.2M with interest coverage at 0.5x shows inability to cover debt obligations from operations. ChatGPT: Revenue down 73.4% YoY, indicating core growth pressure. Interest coverage at 0.5x and leverage of 2.06x.

What is NEWTH's revenue and growth?

NewtekOne, Inc. reported revenue of $59.9M.

Does NEWTH pay dividends?

NewtekOne, Inc. pays dividends, with $28.0M distributed to shareholders in the trailing twelve months.

Where can I find NEWTH SEC filings?

Official SEC filings for NewtekOne, Inc. (CIK: 0001587987) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NEWTH's EPS?

NewtekOne, Inc. has a diluted EPS of $2.18.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NEWTH a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NewtekOne, Inc. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NEWTH stock overvalued or undervalued?

Valuation metrics for NEWTH: ROE of 15.2% (sector avg: 12%), net margin of 101.0% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy NEWTH stock in 2026?

Our dual AI analysis gives NewtekOne, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NEWTH's free cash flow?

NewtekOne, Inc.'s operating cash flow is $-579.2M, with capital expenditures of $106.0K. FCF margin is -967.4%.

How does NEWTH compare to other Finance stocks?

Vs Finance sector averages: Net margin 101.0% (avg: 25%), ROE 15.2% (avg: 12%), current ratio N/A (avg: 1.2).

Is NewtekOne, Inc. carrying too much debt?

NEWTH has a debt-to-equity ratio of 2.06x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI