NEWT
Price
$15.15
Change
-$0.31 (-2.01%)
Updated
Nov 12, 03:31 PM (EDT)
113 days until earnings call
SAR
Price
$24.93
Change
-$0.16 (-0.64%)
Updated
Nov 12, 03:35 PM (EDT)
57 days until earnings call
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NEWT vs SAR

Header iconNEWT vs SAR Comparison
Open Charts NEWT vs SARBanner chart's image
NewtekOne
Price$15.15
Change-$0.31 (-2.01%)
Volume$100
CapitalizationN/A
SARATOGA INVESTMENT
Price$24.93
Change-$0.16 (-0.64%)
Volume$100
CapitalizationN/A
NEWT vs SAR Comparison Chart
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NEWT
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SAR
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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VS
NEWT vs. SAR commentary
Nov 12, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NEWT is a Buy and SAR is a Buy.

COMPARISON
Comparison
Nov 12, 2024
Stock price -- (NEWT: $15.44 vs. SAR: $25.09)
Brand notoriety: NEWT and SAR are both not notable
NEWT represents the Regional Banks, while SAR is part of the Investment Managers industry
Current volume relative to the 65-day Moving Average: NEWT: 231% vs. SAR: 188%
Market capitalization -- NEWT: $271.48M vs. SAR: $316.76M
NEWT [@Regional Banks] is valued at $271.48M. SAR’s [@Investment Managers] market capitalization is $316.76M. The market cap for tickers in the [@Regional Banks] industry ranges from $133.96B to $0. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Regional Banks] industry is $5.84B. The average market capitalization across the [@Investment Managers] industry is $5.91B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

NEWT’s FA Score shows that 0 FA rating(s) are green whileSAR’s FA Score has 2 green FA rating(s).

  • NEWT’s FA Score: 0 green, 5 red.
  • SAR’s FA Score: 2 green, 3 red.
According to our system of comparison, SAR is a better buy in the long-term than NEWT.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

NEWT’s TA Score shows that 5 TA indicator(s) are bullish while SAR’s TA Score has 5 bullish TA indicator(s).

  • NEWT’s TA Score: 5 bullish, 4 bearish.
  • SAR’s TA Score: 5 bullish, 4 bearish.
According to our system of comparison, SAR is a better buy in the short-term than NEWT.

Price Growth

NEWT (@Regional Banks) experienced а +19.64% price change this week, while SAR (@Investment Managers) price change was +7.87% for the same time period.

The average weekly price growth across all stocks in the @Regional Banks industry was +4.78%. For the same industry, the average monthly price growth was +6.32%, and the average quarterly price growth was +19.39%.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.67%. For the same industry, the average monthly price growth was +3.65%, and the average quarterly price growth was +6.64%.

Reported Earning Dates

NEWT is expected to report earnings on Mar 05, 2025.

SAR is expected to report earnings on Jan 08, 2025.

Industries' Descriptions

@Regional Banks (+4.78% weekly)

Regional banks have a smaller reach than major banks, and cater mostly to one region of a country, such as a state or within a group of states. They offer services often similar – albeit with some limitations/smaller scale – compared to major banks. Taking deposits, making loans, mortgages, leases, credit cards , fund management, insurance and investment banking. SunTrust Banks, State Street Corp., M&T Bank Corp. are some examples of U.S. regional banks.

@Investment Managers (+2.67% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
SAR($317M) has a higher market cap than NEWT($271M). SAR has higher P/E ratio than NEWT: SAR (12.23) vs NEWT (11.32). NEWT YTD gains are higher at: 17.306 vs. SAR (6.482). NEWT has less debt than SAR: NEWT (656M) vs SAR (794M). NEWT has higher revenues than SAR: NEWT (160M) vs SAR (34.6M).
NEWTSARNEWT / SAR
Capitalization271M317M85%
EBITDAN/AN/A-
Gain YTD17.3066.482267%
P/E Ratio11.3212.2393%
Revenue160M34.6M462%
Total Cash15.6MN/A-
Total Debt656M794M83%
FUNDAMENTALS RATINGS
NEWT vs SAR: Fundamental Ratings
NEWT
SAR
OUTLOOK RATING
1..100
7077
VALUATION
overvalued / fair valued / undervalued
1..100
64
Fair valued
4
Undervalued
PROFIT vs RISK RATING
1..100
8646
SMR RATING
1..100
3940
PRICE GROWTH RATING
1..100
4549
P/E GROWTH RATING
1..100
8917
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

SAR's Valuation (4) in the null industry is somewhat better than the same rating for NEWT (64). This means that SAR’s stock grew somewhat faster than NEWT’s over the last 12 months.

SAR's Profit vs Risk Rating (46) in the null industry is somewhat better than the same rating for NEWT (86). This means that SAR’s stock grew somewhat faster than NEWT’s over the last 12 months.

NEWT's SMR Rating (39) in the null industry is in the same range as SAR (40). This means that NEWT’s stock grew similarly to SAR’s over the last 12 months.

NEWT's Price Growth Rating (45) in the null industry is in the same range as SAR (49). This means that NEWT’s stock grew similarly to SAR’s over the last 12 months.

SAR's P/E Growth Rating (17) in the null industry is significantly better than the same rating for NEWT (89). This means that SAR’s stock grew significantly faster than NEWT’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
NEWTSAR
RSI
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
36%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
48%
Momentum
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
51%
MACD
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
46%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
54%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
55%
Advances
ODDS (%)
Bullish Trend 7 days ago
68%
Bullish Trend 2 days ago
56%
Declines
ODDS (%)
Bearish Trend 5 days ago
71%
Bearish Trend 12 days ago
44%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
47%
Aroon
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
58%
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NEWT
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SAR
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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NEWT and

Correlation & Price change

A.I.dvisor indicates that over the last year, NEWT has been loosely correlated with BHLB. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if NEWT jumps, then BHLB could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEWT
1D Price
Change %
NEWT100%
+9.69%
BHLB - NEWT
63%
Loosely correlated
+5.00%
ASB - NEWT
62%
Loosely correlated
+3.21%
TCPC - NEWT
61%
Loosely correlated
+0.81%
WSBC - NEWT
61%
Loosely correlated
+3.16%
CCNE - NEWT
61%
Loosely correlated
+3.47%
More

SAR and

Correlation & Price change

A.I.dvisor indicates that over the last year, SAR has been loosely correlated with NEWT. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if SAR jumps, then NEWT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAR
1D Price
Change %
SAR100%
+1.01%
NEWT - SAR
46%
Loosely correlated
+9.69%
NXDT - SAR
39%
Loosely correlated
-1.81%
BK - SAR
37%
Loosely correlated
+2.10%
SLRC - SAR
36%
Loosely correlated
-0.31%
GLAD - SAR
36%
Loosely correlated
+1.47%
More