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About the company
First Western Financial, Inc. is a financial service holding company with operations in Colorado, Arizona, Wyoming, California, and Montana. The Company and its subsidiaries provide a fully integrated suite of wealth management services on a private trust bank platform. The Company offers its services through a branded network of boutique private trust bank offices, loan production offices and trust offices. The Company operates through two segments: Wealth Management and Mortgage. Its Wealth Management segment consists of operations relating to the Company’s fully integrated wealth management products and services. Services provided include deposit, loan, insurance, and trust and investment management advisory products and services. Its Mortgage segment consists of operations relating to the Company’s residential mortgage service offerings. Services provided by its mortgage segment include soliciting, originating, and selling mortgage loans on the secondary market.
- Revenue in USD (TTM)149.24m
- Net income in USD3.92m
- Incorporated2002
- Employees310.00
- LocationFirst Western Financial Inc1900 Sixteenth St, #1200DENVER 80202United StatesUSA
- Phone+1 (303) 531-8100
- Fax+1 (303) 531-8180
- Websitehttps://myfw.gcs-web.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investar Holding Corp | 137.95m | 17.57m | 147.44m | 323.00 | 8.40 | 0.6464 | 6.98 | 1.85 | 1.79 | 1.79 | 8.12 | 23.21 | -- | -- | -- | -- | 0.6345 | 0.7569 | -- | -- | -- | -- | 22.03 | 20.63 | -- | -- | -- | 17.43 | 27.38 | 12.51 | -53.25 | 3.70 | -26.32 | 14.26 |
| Evans Bancorp Inc | 98.86m | 21.06m | 147.52m | 300.00 | 6.93 | 0.8449 | 6.55 | 1.66 | 3.85 | 3.85 | 16.21 | 31.62 | -- | -- | -- | -- | 0.9554 | 1.03 | -- | -- | -- | -- | 23.70 | 23.28 | -- | -- | -- | 32.04 | 21.85 | 10.95 | 9.54 | 8.44 | -38.97 | 7.49 |
| Penns Woods Bancorp, Inc. | 97.96m | 15.76m | 149.69m | 0.00 | 9.16 | 0.7731 | 7.92 | 2.38 | 2.17 | 2.17 | 8.67 | 25.72 | -- | -- | -- | -- | 0.7372 | 0.8629 | -- | -- | -- | -- | 25.02 | 25.88 | -- | -- | -- | 55.77 | 41.07 | 9.29 | -4.67 | 2.47 | -16.66 | 0.4219 |
| C&F Financial Corp | 127.54m | 20.56m | 151.27m | 594.00 | 7.43 | 0.7013 | 6.17 | 1.20 | 6.06 | 6.06 | 37.06 | 64.24 | -- | -- | -- | -- | 0.8425 | 1.20 | -- | -- | -- | -- | 16.47 | 19.44 | -- | -- | -- | 22.95 | 22.48 | 6.05 | -19.05 | 5.55 | -15.44 | 4.53 |
| Morris State Bancshares Inc | 75.28m | 20.12m | 152.26m | -- | 9.46 | 1.05 | -- | 2.71 | 1.90 | 1.90 | 5.31 | 17.20 | -- | -- | -- | -- | 1.41 | 1.54 | -- | -- | -- | -- | 35.78 | 35.22 | -- | -- | -- | 15.00 | 17.60 | 13.76 | -8.42 | 4.88 | -12.46 | -- |
| Peoples Bancorp of North Carolina, Inc. | 74.87m | 16.32m | 155.03m | 277.00 | 10.07 | 1.32 | 8.07 | 1.96 | 2.91 | 2.91 | 14.08 | 22.19 | -- | -- | -- | -- | 0.9977 | 1.01 | -- | -- | -- | -- | 20.65 | 20.35 | -- | -- | -- | 30.69 | 32.02 | 9.64 | -3.58 | 3.04 | 2.26 | 7.89 |
| Virginia National Bankshares Corp | 72.18m | 17.12m | 161.13m | 147.00 | 9.43 | 1.06 | 7.43 | 2.90 | 3.18 | 3.18 | 10.32 | 28.31 | -- | -- | -- | -- | 1.07 | 1.07 | -- | -- | -- | -- | 30.85 | 28.26 | -- | -- | -- | 37.82 | 23.37 | 22.20 | -17.81 | 17.86 | 6.72 | 4.92 |
| First Western Financial Inc | 149.24m | 3.92m | 161.93m | 310.00 | 42.26 | 0.6595 | 25.54 | 1.78 | 0.3983 | 0.3983 | 9.40 | 25.52 | -- | -- | -- | -- | 0.1329 | 0.7519 | -- | -- | -- | -- | 4.31 | 17.29 | -- | -- | -- | 0.00 | 43.84 | 30.27 | -75.92 | 4.12 | 26.87 | -- |
| HomeStreet Inc | 405.23m | -40.06m | 165.19m | 858.00 | -- | 0.3133 | -- | 0.8662 | -2.13 | -2.13 | 10.14 | 27.96 | -- | -- | -- | -- | -0.4149 | 0.7085 | -- | -- | -- | -- | -21.01 | 18.82 | -- | -- | -- | 26.99 | 31.37 | 9.71 | -141.34 | -- | -17.09 | -- |
| Exchange Bank | 118.47m | 15.85m | 166.36m | 60.00 | 10.50 | 0.659 | -- | 1.52 | 9.25 | 9.25 | 63.81 | 147.26 | -- | -- | -- | -- | 0.7436 | 1.05 | -- | -- | -- | -- | 22.76 | 27.66 | -- | -- | -- | 23.90 | 14.17 | 3.79 | -46.12 | -12.11 | -- | 6.20 |
| Middlefield Banc Corp | 94.61m | 16.64m | 168.36m | 256.00 | 10.20 | 0.819 | 11.70 | 2.39 | 2.05 | 2.05 | 8.66 | 25.48 | -- | -- | -- | -- | 0.9388 | 1.02 | -- | -- | -- | -- | 23.61 | 25.99 | -- | -- | -- | 33.15 | 64.46 | 12.39 | 10.81 | 6.92 | -12.20 | 7.39 |
| ESSA Bancorp Inc | 98.57m | 17.92m | 169.20m | 232.00 | 9.00 | 0.7569 | 8.80 | 2.47 | 1.86 | 1.86 | 7.08 | 22.06 | -- | -- | -- | -- | 0.8583 | 0.8662 | -- | -- | -- | -- | 26.21 | 25.76 | -- | -- | -- | 30.02 | 36.12 | 5.80 | -7.44 | 12.71 | -- | 10.76 |
| Provident Bancorp Inc (Maryland) | 91.71m | 13.83m | 169.50m | 188.00 | 11.56 | 0.746 | 11.35 | 2.76 | 0.8303 | 0.8303 | 3.68 | 12.87 | -- | -- | -- | -- | 0.8231 | 0.3885 | -- | -- | -- | -- | 22.56 | 8.92 | -- | -- | -- | 21.76 | 13.83 | 16.35 | 151.02 | 3.27 | -32.39 | -- |
| California BanCorp | 111.05m | 20.00m | 174.69m | 169.00 | 8.77 | 0.8702 | 8.35 | 2.21 | 2.36 | 2.36 | 9.31 | 23.79 | -- | -- | -- | -- | 1.01 | 0.7829 | -- | -- | -- | -- | 25.32 | 21.69 | -- | -- | -- | 0.00 | 32.73 | 21.68 | 2.49 | 19.95 | -- | -- |
| United Bancorporation of Alabama Inc | 18.20m | 989.72k | 175.37m | 177.00 | 117.82 | 4.28 | 91.11 | 8.38 | 0.4206 | 0.4206 | 8.88 | 15.88 | -- | -- | -- | -- | 0.2774 | -0.0889 | -- | -- | -- | -- | 6.05 | -2.22 | -- | -- | -- | -- | -4.61 | -6.10 | 167.07 | -21.90 | -35.91 | -- |
| National Bankshares Inc. | 60.81m | 13.33m | 175.69m | 222.00 | 13.17 | 1.26 | 12.43 | 4.00 | 2.26 | 2.26 | 7.46 | 23.65 | -- | -- | -- | -- | 0.7976 | 1.24 | -- | -- | -- | -- | 30.35 | 38.36 | -- | -- | -- | 52.93 | 17.41 | 6.36 | -39.49 | -0.5762 | 4.61 | 4.53 |
Data as of Jun 14 2024. Currency figures normalised to First Western Financial Inc's reporting currency: US Dollar USD
34.07%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Mar 2024 | 468.07k | 4.87% |
| North Reef Capital Management LPas of 31 Mar 2024 | 401.83k | 4.18% |
| FJ Capital Management LLCas of 31 Mar 2024 | 369.26k | 3.84% |
| Wasatch Advisors LPas of 31 Mar 2024 | 363.99k | 3.78% |
| The Vanguard Group, Inc.as of 31 Mar 2024 | 363.01k | 3.77% |
| Punch & Associates Investment Management, Inc.as of 31 Mar 2024 | 346.92k | 3.61% |
| AllianceBernstein LPas of 31 Mar 2024 | 330.02k | 3.43% |
| Kennedy Capital Management LLCas of 31 Mar 2024 | 246.20k | 2.56% |
| Strategic Value Bank Partners LLCas of 31 Mar 2024 | 220.66k | 2.29% |
| Diamond Hill Capital Management, Inc.as of 31 Mar 2024 | 168.35k | 1.75% |
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Data from 31 Mar 2024 - 31 Mar 2024Source: FactSet Research Systems Inc.
