BWFG Stock Analysis: Bankwell Financial | NASDAQ

Banks - Regional | NASDAQ, USA | Market Cap: 526m USD | 12M Return: 49% | US06654A1034 | Charts, Fundamentals & Technical Analysis

Deposit Accounts, Home Equity, Commercial Lending, Personal Loans
Total Rating 55
Safety 45
Buy Signal 0.71
Banks - Regional
Industry Rotation: +6.1
Market Cap: 526M
Avg Turnover: 4.75M
Risk 3d forecast
Volatility25.5%
VaR 5th Pctl4.38%
VaR vs Median4.19%
Reward TTM
Sharpe Ratio1.55
Rel. Str. IBD86.8
Rel. Str. Peer Group94.3
Character TTM
Beta0.382
Beta Downside-0.007
Hurst Exponent0.483
Drawdowns 3y
Max DD24.73%
CAGR/Max DD1.77
CAGR/Mean DD6.38
EPS (Earnings per Share) EPS (Earnings per Share) of BWFG over the last years for every Quarter: "2021-09": 0.87, "2021-12": 0.99, "2022-03": 1.04, "2022-06": 1.55, "2022-09": 1.18, "2022-12": 1.04, "2023-03": 1.33, "2023-06": 1.02, "2023-09": 1.25, "2023-12": 1.09, "2024-03": 0.48, "2024-06": 0.14, "2024-09": 0.24, "2024-12": 0.32, "2025-03": 0.87, "2025-06": 1.15, "2025-09": 1.27, "2025-12": 1.15, "2026-03": 1.41, "2026-06": 1.52,
EPS CAGR: 7.60%
EPS Trend: 13.3%
Last SUE: 1.26
Qual. Beats: 1
Revenue Revenue of BWFG over the last years for every Quarter: 2021-09: 22.051, 2021-12: 22.718, 2022-03: 23.26, 2022-06: 27.516, 2022-09: 30.088, 2022-12: 40.121, 2023-03: 45.817, 2023-06: 47.907, 2023-09: 49.049, 2023-12: 50.523, 2024-03: 49.196, 2024-06: 48.362, 2024-09: 49.347, 2024-12: 48.807, 2025-03: 49.982, 2025-06: 50.661, 2025-09: 53.086, 2025-12: 53.986, 2026-03: 54.099, 2026-06: 55.516,
Rev. CAGR: 4.62%
Rev. Trend: 91.3%
Last SUE: 0.69
Qual. Beats: 0

Warnings

Below Avwap Earnings

Tailwinds

Rs Leader
Idiosyncratic Leader
Confidence

Seasonality 11.7 years of data

Jan -1.6% 29
Feb +0.2% 14
Mar -0.5% 19
Apr +0.6% 5
May -0.3% 2
Jun +1.2% 28
Jul +2.2% 24
Aug -0.9% 18
Sep -1.3% 5
Oct +0.3% 0
Nov +2.5% 36
Dec -0.9% 14

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BWFG Bankwell Financial

Bankwell Financial Group, Inc. (NASDAQ: BWFG) is a Connecticut-based bank holding company that operates Bankwell Bank, serving both individual and commercial customers through a network of branches located in New Canaan, Stamford, Fairfield, Westport, Darien, Norwalk, and Hamden. The company offers a full suite of traditional depository products, including checking, savings, money market accounts, and certificates of deposit.

On the lending side, Bankwell provides a diversified loan portfolio covering first mortgage loans, home equity loans and lines of credit, commercial real estate financing (including multi-family and owner-occupied properties), commercial construction loans, land loans, commercial business loans, insurance premium financing, overdraft lines of credit, and personal loans. This mix of consumer and commercial lending is typical of community and regional banks, which rely on local deposit gathering to fund relationship-based lending in their markets.

Founded in 2002 and headquartered in New Canaan, Connecticut, the company was formerly known as BNC Financial Group, Inc. before adopting its current name in September 2013. As a small-cap regional bank in the Financials sector, Bankwells business model is centered on community banking, with geographic concentration in the southwestern Connecticut market.

Headlines to Watch Out For
  • Net interest margin compresses as Federal Reserve cuts rates
  • Commercial real estate loan growth drives interest income expansion
  • Connecticut deposit competition pressures funding costs and profitability
Piotroski VR-10 (Strict) 3.0
Net Income: 42.9m TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA 0.27 > 1.0
NWC/Revenue: 61.97% < 20% (prev -1.20k%; Δ 1.26k% < -1%)
CFO/TA 0.01 > 3% & CFO 35.8m > Net Income 42.9m
Net Debt (-93.8m) to EBITDA (62.7m): -1.50 < 3
Current Ratio: 1.04 > 1.5 & < 3
Outstanding Shares: last quarter (7.88m) vs 12m ago 1.04% < -2%
Gross Margin: 55.77% > 18% (prev 41.12%; Δ 14.65% > 0.5%)
Asset Turnover: 6.46% > 50% (prev 6.14%; Δ 0.31% > 0%)
Interest Coverage Ratio: 0.62 > 6 (EBIT TTM 58.4m / Interest Expense TTM 94.7m)
Altman Z'' 0.67
A: 0.04 (Total Current Assets 3.13b - Total Current Liabilities 3.00b) / Total Assets 3.48b
B: 0.06 (Retained Earnings 202.1m / Total Assets 3.48b)
C: 0.02 (EBIT TTM 58.4m / Avg Total Assets 3.36b)
D: 0.10 (Book Value of Equity 323.5m / Total Liabilities 3.15b)
Altman-Z'' = 0.67 = B
Beneish M -2.08
DSRI: 3.0 (Receivables 2.94b/14.7m, Revenue 216.7m/198.8m)
GMI: 0.74 (GM 41.12% / 55.77%)
AQI: 0.11 (AQ_t 0.09 / AQ_t-1 0.88)
SGI: 1.09 (Revenue 216.7m / 198.8m)
TATA: 0.00 (NI 42.9m - CFO 35.8m) / TA 3.48b)
Beneish M = -2.08 (Cap -4..+1) = BB
What is the price of BWFG shares?

As of September 27, 2026, the stock is trading at USD 66.48 with a total of 39,982 shares traded. Over the past week, the price has changed by -0.42%, over one month by +1.11%, over three months by +15.02% and over the past year by +49.04%.

Current recommended Stop Loss: 64.40 (which is 3.1% or 1.4 ATR below the current price).

Is BWFG a buy, sell or hold?

Bankwell Financial has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy BWFG.

  • StrongBuy: 0
  • Buy: 1
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the BWFG price?
Analysts Target Price 69.5 4.5%
Bankwell Financial (BWFG) - Fundamental Data Overview as of 23 September 2026
Market Cap USD = 525.7m (525.7m USD * 1.0 USD.USD)
P/E Trailing = 12.2338
P/E Forward = 8.1367
P/S = 4.3578
P/B = 1.6447
Revenue TTM = 216.7m USD
EBIT TTM = 58.4m USD
EBITDA TTM = 62.7m USD
Long Term Debt = 99.8m USD (from longTermDebt, last quarter)
Short Term Debt = 110.0m USD (from shortTermDebt, last fiscal year)
Debt = 99.8m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -93.8m USD (calculated: Debt 99.8m - CCE 193.6m)
Enterprise Value = 431.9m USD (525.7m + Debt 99.8m - CCE 193.6m)
Interest Coverage Ratio = 0.62 (Ebit TTM 58.4m / Interest Expense TTM 94.7m)
EV/FCF = 12.52x (Enterprise Value 431.9m / FCF TTM 34.5m)
FCF Yield = 7.99% (FCF TTM 34.5m / Enterprise Value 431.9m)
FCF Margin = 15.92% (FCF TTM 34.5m / Revenue TTM 216.7m)
Net Margin = 19.78% (Net Income TTM 42.9m / Revenue TTM 216.7m)
Gross Margin = 55.77% ((Revenue TTM 216.7m - Cost of Revenue TTM 95.8m) / Revenue TTM)
Gross Margin QoQ = 56.84% (prev 58.19%)
Tobins Q-Ratio = 0.12 (Enterprise Value 431.9m / Total Assets 3.48b)
 Interest Expense / Debt = 94.82% (Interest Expense 94.7m / Debt 99.8m)
 Taxrate = 26.57% (15.5m / 58.4m)
NOPAT = 42.9m (EBIT 58.4m * (1 - 26.57%))
Current Ratio = 1.04 (Total Current Assets 3.13b / Total Current Liabilities 3.00b)
Debt / Equity = 0.31 (Debt 99.8m / totalStockholderEquity, last quarter 323.5m)
Debt / EBITDA = -1.50 (Net Debt -93.8m / EBITDA 62.7m)
Debt / FCF = -2.72 (Net Debt -93.8m / FCF TTM 34.5m)
Total Stockholder Equity = 307.4m (last 4 quarters mean from totalStockholderEquity)
RoA = 1.28% (Net Income 42.9m / Total Assets 3.48b)
RoE = 13.95% (Net Income TTM 42.9m / Total Stockholder Equity 307.4m)
RoCE = 14.34% (EBIT 58.4m / Capital Employed (Equity 307.4m + L.T.Debt 99.8m))
RoIC = 7.47% (NOPAT 42.9m / Invested Capital 574.2m)
WACC = 6.16% (E(525.7m)/V(625.5m) * Re(7.33%) + (debt cost/tax rate unavailable))
Discount Rate = 7.33% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 89.78 | Cagr: 1.09%
[DCF] Terminal Value 77.97% ; FCFF base≈30.1m ; Y1≈34.5m ; Y5≈50.8m
[DCF] Fair Price = 107.6 (EV 764.3m - Net Debt -93.8m = Equity 858.1m / Shares 7.97m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 13.34 | EPS CAGR: 7.60% | SUE: 1.26 | # QB: 1
Revenue Correlation: 91.31 | Revenue CAGR: 4.62% | SUE: 0.69 | # QB: 0
EPS current Quarter (2026-09-30): EPS=1.44 | Chg30d=+7.73% | Revisions=+40% | Analysts=3
EPS current Year (2026-12-31): EPS=5.77 | Chg30d=+6.00% | Revisions=+40% | GrowthEPS=+29.7% | GrowthRev=+20.0%
EPS next Year (2027-12-31): EPS=5.92 | Chg30d=+5.78% | Revisions=+40% | GrowthEPS=+2.5% | GrowthRev=+6.5%
[Analyst] Revisions Ratio: +67% (up=6, down=0)