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FINW

FinWise Bancorp

· ·

$14.24

$0.14 (+1.0%)

Market Cap

$195.17M

Day Range

$13.93 - $14.62

52-Week Range

$12.82 - $22.49

Beta

Next Earnings

27.10.2026

-22.7% (1Y)

Some data (financial/growth/valuation) is currently unavailable — the daily API quota was likely exhausted. The score is computed from 6 of 7 available categories. Try again later for the full analysis.
Investor Score
56/ 100C
🟡 Moderate

This score and all analysis on this page are for informational and educational purposes only and do not constitute investment advice. Read the full disclaimer

📈74BTechnical
💰46D+Fundamental
🚀60C+Growth
💎48D+Valuation
📰44DNews
🏦Quality
⚠️42DRisk

Weighted: Technical 25% · Fundamental 20% · Growth 15% · Valuation 15% · News 10% · Quality 10% · Risk 5%

🔍 Cross-Check

Overall Score

🟡 Mixed

Technical Trend

🟢 Bullish

Insiders

🟢 Bullish

✅ Why is the score relatively high?

  • 🟢 Earnings per share (EPS) growth: 21.5%
  • 🟢 Net income growth: 26.3%
  • 🟢 Price is above the 50-day average
  • 🟢 MACD histogram is positive — rising momentum
  • 🟢 RSI 54.1 — healthy positive momentum

⚠️ What's concerning?

  • 🔴 Estimated fair value: -$39.39 vs. price $14.24 (-376.6%)
  • 🔴 ATR: 4.2% of price
  • 🔴 Free cash flow growth: -78.3%
  • 🔴 Price is below the 200-day average
  • 🔴 CMF 20 days: -0.32

🚦 Quality & Risk Checks

🔴 Daily volatility (ATR)

📰 News Trend

Based on real financial news (Finnhub)
🔴 Negative

Everyone's writing about FinWise Bancorp. News trend score: 44. Reason: 2 of the last 3 articles are negative, versus 1 positive.

News trend analysis is based on article sentiment only, and is not investment advice or financial counsel. Read the full disclaimer

📈 Technical Analysis

Based on the last 251 trading days, calculated from real price data. Click an indicator for details and a chart.

🟢 Most indicators support an uptrend (8 bullish · 2 bearish · 2 neutral)

Conclusions

  • 🟢Price vs. SMA 50Price is above the 50-day average
  • 🔴Price vs. SMA 200Price is below the 200-day average
  • 🟢MACDMACD histogram is positive — rising momentum
  • 🟢RSIRSI 54.1 — healthy positive momentum
  • 🟡Stochastic%K 73.0 — neutral range
  • 🟡ADX (trend strength)ADX 11.2 — weak trend/choppy
  • 🟢Volume trendRising volume supports the price advance
  • 🟢Relative strength vs. S&P 500+0.1% over the last 3 months relative to the index
  • 🟢Bollinger BandsPrice is in the upper third of the Bollinger Bands (88%B) — strong momentum (risk of a pullback)
  • 🟢ROC (rate of change)ROC 12 days: 6.1%
  • 🟢Parabolic SARPrice is above the SAR point — uptrend
  • 🔴CMF (money flow)CMF 20 days: -0.32

Wyckoff Method Analysis

A market-structure read based purely on real price and volume data — not full classic Wyckoff schematic identification (Phase A-E), but a quantitative analysis of what can reliably be computed: trading ranges, "effort vs. result", volume within the range, and Spring/Upthrust detection.

Markup

The stock is in a clear uptrend with no defined trading range in the period examined.

Low confidence

Evidence Behind This Read

  • 🟢Rising price trendA 1.7% change over the last 50 days, with no defined trading range.
  • 🔴Divergence between price and cumulative money flow (A/D Line)Price and the cumulative Accumulation/Distribution Line are moving in opposite directions — a classic Wyckoff sign that the move isn't backed by real money, and may be less stable than it looks.

The Wyckoff Method, developed by Richard Wyckoff in the early 20th century, reads the balance of supply and demand through price and volume, based on the premise that large investors ("smart money") quietly accumulate shares before rallies and quietly distribute them before declines. The read here is based solely on real price and volume data — full, precise identification of classic Wyckoff patterns (such as Phases A-E) requires human chart-reading experience and judgment, so this is an approximate algorithmic read, not a substitute for professional analysis. This should not be considered investment advice.

🎯 Trade Planning (M.A.E.E Framework)

Based on a mechanical trading method: market structure → value zone → ATR-based exit point. Not investment advice — a calculation tool only.

1️⃣ Market Structure

🔴 Downtrend

The price is below the 200-day average — an environment that mainly favors looking for selling (Short) opportunities, not buying.

2️⃣ Value Zone

🟢 Price in value zone

The price is close to the 50-day moving average — per the method, this is a reasonable area to look for an entry, rather than chasing the price far from it.

3️⃣ Suggested Exit Point (ATR-based)

Method formula: Stop-loss = resistance plusone ATR margin — this way the stop adapts to the stock's actual volatility, rather than an arbitrary number.

Entry

$14.24

Stop-Loss

$16.05

Risk per Share

$1.81

Direction

Short

Profit Targets by Risk/Reward Ratio (R)

1:2 R

$10.62

1:3 R

$8.81

1:5 R

$5.19

💰 Position Size Calculator

A core principle of the method: never risk a fixed dollar amount — risk a fixed percentage of equity, and let the position size vary according to the risk per share.

Suggested Position Size

55 sh.

💰 Financial Health

Profitability

Gross Margin

Operating Margin

Net Margin

EBITDA Margin

Efficiency

ROE

8.3%

ROA

1.6%

ROIC

EPS

$1.20

Balance Sheet

Cash

$163.40M

Total Debt

Current Ratio

Debt/Equity

Conclusions

  • 🔴Return on equity (ROE)Return on equity (ROE): 8.3% — weak
  • 🔴Return on assets (ROA)Return on assets (ROA): 1.6% — weak

🚀 Growth

Revenue

אין נתונים היסטוריים זמינים.

Earnings per Share (EPS)

Net Income

Free Cash Flow (FCF)

Conclusions

  • 🟢Earnings per share (EPS) growthEarnings per share (EPS) growth: 21.5%
  • 🔴Free cash flow growthFree cash flow growth: -78.3%
  • 🟢Net income growthNet income growth: 26.3%

💎 Fair Value (Valuation)

Current Price

$14.24

Estimated Fair Value (DCF)

-$39.39

Gap

-376.6%

🔴 Appears expensive relative to estimated value

Show all model (DCF) assumptions →

Year 1 Growth Rate

10.0%

Discount Rate (WACC)

9.0%

Terminal Growth Rate

2.5%

Projection Years

5

YearGrowth RateProjected FCFPresent Value
110.0%$-31.51M$-28.91M
28.1%$-34.07M$-28.67M
36.3%$-36.20M$-27.95M
44.4%$-37.78M$-26.76M
52.5%$-38.72M$-25.17M

Base FCF (last actual year)

$-28.64M

Terminal Value

$-610.66M

Present Value of Terminal Value

$-396.88M

Enterprise Value

$-534.35M

Net Debt

$0

Equity Value

$-534.35M

*The DCF model is an estimate based on assumptions — not a guaranteed forecast. You can change the assumptions to examine different scenarios.

Book Value per Share

$14.24

Tangible Book Value per Share (Tangible NAV)

$14.24

Conclusions

  • 🔴DCF Fair ValueEstimated fair value: -$39.39 vs. price $14.24 (-376.6%)
  • 🟢Tangible Net Asset Value (NAV)NAV per share: $14.24
  • 🟢P/EP/E: 12.6

🕴️ Insider Trading

Real transactions by officers and insiders, as reported to the SEC on Form 4 — 2 purchases and 1 sales out of the last 20 filings.

NameTransaction TypeDateSharesChangePrice
Wahlman Robert E.Tax Withholding in Shares28.5.202654,086-3,067$14.24
Thiessens RichardTax Withholding in Shares28.5.202650,785-1,759$14.24
Clayton Natasha LauretteTax Withholding in Shares28.5.202645,213-1,728$14.24
Arias Juan CarlosTax Withholding in Shares28.5.20268,359-285$14.24
Wahlman Robert E.Tax Withholding in Shares27.5.202657,153-3,918$14.00
Thiessens RichardTax Withholding in Shares27.5.202652,544-1,995$14.00
Clayton Natasha LauretteTax Withholding in Shares27.5.202646,941-1,961$14.00
Arias Juan CarlosTax Withholding in Shares27.5.20268,644-348$14.00
Weichselbaum AlanGrant/Award from Employer31.3.202659,242+3,179$15.73
Ehrlich SusanGrant/Award from Employer31.3.20265,910+1,589$15.73
Cunningham Gerald EdwinGrant/Award from Employer31.3.202677,129+3,179$15.73
Giordano James NGrant/Award from Employer31.3.2026399,607+3,179$15.73
Hutchings JeanaGrant/Award from Employer31.3.202629,187+3,179$15.73
Nievaard Lisa AnnGrant/Award from Employer31.3.202618,987+3,179$15.73
Reynolds Howard IGrant/Award from Employer31.3.202641,294+3,189$15.73
Stines Andrew GGrant/Award from Employer31.3.202619,072+19,072$15.73
Keil RobertOpen Market Sale3.11.202556,428-1,500$19.48
Reynolds Howard IOpen Market Purchase31.10.202538,105+2,297$18.95
Giordano James NOpen Market Purchase5.9.20252,500+2,500$19.32
Noone JamesGrant/Award from Employer26.8.2025409,889+10,000$19.49

📉 Short Interest

Official FINRA data — the number of shares open in short positions, plus daily short-sale activity.

Monthly Trend — Open Short Interest

-23.1%

132,695 shares short as of 2026-07-15 · vs. 172,608 on 2026-06-30

Official biweekly report (FINRA Rule 4560) — no real higher-frequency data exists for this metric.

Weekly Trend — Daily Short-Sale Activity

+34.1%

44.4% of trading volume this week was short selling, vs. 33.1% the prior week

Based on daily short-sale volume (Reg SHO) — a different metric from the open short interest above: this is daily trading volume, not an open position, so it updates weekly rather than biweekly.

📰 News & Sentiment

Sentiment based on basic keywords (not AI) — 1 positive, 0 neutral, 2 negative out of the last 3 articles.