ArrowMark Financial Corp. (BANX) Fair Value 2026

BANX · Asset Management ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

5.0 /10

32 fundamental signals · 2 models active

Value Trap Risk

SAFE (0/100)

Quick Summary — As of 2026-08-28, ArrowMark Financial Corp. (BANX) trades at $20.65, versus a $27.50 median fair value across its 2 active models — 33.2% above the current price. QOC: 5.0/10. Value Trap Risk: 0/100 (SAFE). 2/13 models active.

Key Facts

Ticker
BANX
Price
$20.65
Quality Score
5.0/10
Value Trap Risk
0/100
Models Active
2/13
Last Updated
Strength: Markov DDM suggests +64.5% upside with 16% confidence
Risk: Below-average Quality Score of 5.0/10 signals weak fundamentals

Is ArrowMark Financial Corp. (BANX) Undervalued or Overvalued in 2026?

According to CirclFi’s 2-model valuation engine, ArrowMark Financial Corp. (BANX) appears undervalued as of : the median of 2 independent fair value estimates is $27.50, 33.2% above the current price of $20.65. Estimates range from $21.04 to $33.96. BANX scores 5.0/10 on fundamental quality and 0/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.4% versus its own 13-model consensus, across 3,809 rated companies as of 2026-08-28. BANX’s +33.2% gap is wider than that market norm, and the Asset Management sector median is -4.4%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy ArrowMark Financial Corp. Stock in 2026? →

What Fair Value Does Each Model Give BANX?

2 Intrinsic Value Models vs. Current Price ($20.65)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · Low Conviction
 $33.96 +64.5%
Relative · Low Conviction
 $21.04 +1.9%

All Models Active

All 2 models are displayed above.

What Is ArrowMark Financial Corp. (BANX) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, ArrowMark Financial Corp.'s intrinsic value is estimated at a median $27.50, showing conflicting signals at the current price of $20.65. While the median implied return is +33.2%, model disagreement is elevated with a gap of +62.6% between the most bullish and bearish estimates. The most optimistic model, Markov DDM, places fair value at $33.96 (+64.5%), while Regime Cross — the most conservative — estimates $21.04 (+1.9%). This +62.6% gap reflects genuine analytical uncertainty about ArrowMark Financial Corp.'s intrinsic worth.

What Do the Models Say About BANX?

2 of 13 models are currently active for BANX. All 2 active models suggest the stock trades below fair value. Taken together, their median fair value for BANX is $27.50 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does BANX Rank in Asset Management?

Among 187 Asset Management stocks, BANX ranks #112 by Quality of Company score. CirclFi's QOC score of 5.0/10 evaluates 32 fundamental signals. A score of 5.0 reflects mixed fundamentals.

See all Most Undervalued Asset Management Stocks →

ArrowMark Financial Corp. operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is BANX a Value Trap?

CirclFi's Value Trap algorithm assigns BANX a score of 0/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

2 of 13 models are active for ArrowMark Financial Corp.. Limited activation may indicate insufficient history. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, ArrowMark Financial Corp. is rated at 5.0/10. This moderate-tier score shows mixed signals across our quality framework with notable weaknesses.

The gap between the most bullish and bearish model spans +62.6% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every BANX valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across BANX's 2 active models, average confidence is 14%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy ArrowMark Financial Corp. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Asset Management Stocks Should You Also Analyze?

11 related Asset Management stocks with 13-model coverage

TCPCBlackRock TCP Capital Corp.QOC 5.0BGYBlackRock Enhanced International Dividend TrustQOC 5.0BTXBlackRock Innovation and Growth Term TrustQOC 5.0JHSJohn Hancock Income Securities TrustQOC 5.0GAMGGlobal Asset Management Group IQOC 5.0PSPershing Square Inc.QOC 4.9BTZBlackRock Credit Allocation Income TrustQOC 3.7NOAHNoah Holdings LimitedQOC 8.0GSBDGoldman Sachs BDC, Inc.QOC 6.4HLNEHamilton Lane IncorporatedQOC 9.3AMPAmeriprise Financial, Inc.QOC 9.3

Read investment analysis: TCPC · BGY · BTX · JHS · GAMG · PS · BTZ · NOAH · GSBD · HLNE · AMP

Which Other Stocks Have a Similar Quality Score to BANX?

7 companies across all industries closest to BANX’s Quality of Company score of 5.0/10.

PMVPPMV Pharmaceuticals, Inc.QOC 5.0VDTAVertical Data, IncQOC 5.0WLDSWearable Devices Ltd.QOC 5.0LIMXLimitless X Holdings Inc.QOC 5.0STRZStarz Entertainment Corp.QOC 5.0FIPFTAI Infrastructure Inc.QOC 5.0NVDANVIDIA CorporationQOC 10.0

Read investment analysis: PMVP · VDTA · WLDS · LIMX · STRZ · FIP · NVDA

Where Does BANX Sit in CirclFi's Asset Management Rankings?

BANX is ranked against every other Asset Management stock CirclFi covers in each of these screens.

See all Asset Management stocks ranked →

What Else Do Investors Ask About ArrowMark Financial Corp.’s Valuation?

What is ArrowMark Financial Corp.'s intrinsic value in 2026?

CirclFi puts ArrowMark Financial Corp. (BANX)'s intrinsic value at $27.50 — the median of 2 independent model estimates as of 2026-08-28, ranging from $21.04 to $33.96. The Quality of Company score is 5.0/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is BANX overvalued or undervalued right now?

At $20.65, 2 of 2 active models suggest BANX may be undervalued, while 0 indicate potential overvaluation. The median of all 2 fair value estimates is $27.50, 33.2% above the current price of $20.65 — a consensus view that BANX is undervalued. The assessment depends on which methodology best fits ArrowMark Financial Corp.'s business model in Asset Management.

What does a Quality of Company score of 5.0 mean for BANX?

ArrowMark Financial Corp.'s QOC of 5.0/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores between 5-7 reflect moderate fundamentals with areas for improvement.

How many valuation models does CirclFi run on BANX?

CirclFi analyzes BANX with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 2 of 13 are active for this stock. Read the full methodology →

Is BANX a value trap in 2026?

ArrowMark Financial Corp.'s Value Trap score is 0/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap. Browse stocks by value-trap risk →

Cite this analysis — “According to CirclFi’s 2-model valuation engine, ArrowMark Financial Corp. (BANX) has a median fair value of $27.50 — 33.2% above the current price of $20.65 — as of 2026-08-28.” Source: circlfi.com/stock/BANX/ · Methodology
Primary sources for this BANX valuation
  • Financial statements: ArrowMark Financial Corp. 10-K and 10-Q filings on SEC EDGAR (CIK 0001578987) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for BANX as of ; valuations recomputed .