First Western Financial, Inc. MYFW R2KFINANCIAL
Company Overview
First Western Financial, Inc., a financial holding company, provides wealth advisory, private banking, personal trust, investment management, mortgage lending, and institutional asset management services to individual and corporate clients. The company operates in two segments, Wealth Management and Mortgage. The Wealth Management segment provides deposit products, including money market, demand deposit, time-deposit, interest checking, and saving accounts; loans comprising consumer and commercial purpose, unsecured consumer, construction and development, 1-4 residential, commercial real estate, and commercial and industrial loans; trust and investment management advisory products and services; and insurance. The Mortgage segment engages in soliciting, originating, and selling residential mortgage loans into the secondary market. It serves entrepreneurs, professionals, high net worth individuals or families, and business and philanthropic organizations. The company was incorporated in 2002 and is headquartered in Denver, Colorado.
Why Investors Should Care
Net profit has compounded at 26.4% per year over the last five years.
Trades at an undemanding P/E of 16.1.
Maintains a net profit margin of 17.3%.
Recent Developments
- Dec 2025 Revenue of $96.91M (+7.6% YoY); net profit $13.19M.
- Trailing 12 Months Year-on-year growth — revenue +27.7%, earnings +119.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 7.5%, profit CAGR 26.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 7.46% |
| 1 Year: | 27.70% |
Compounded Profit Growth
| 5 Years: | 26.41% |
| 1 Year: | 119.20% |
Stock Price Performance
| 1 Year: | +36.77% |
| 6 Months: | +13.60% |
| 3 Months: | -2.57% |
| 1 Month: | -1.96% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)49.34 · Neutral
P/E of 16.12 is above the sector median of 13.55 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Profit CAGR of 26.4% over 5 years.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MYFW First Western Financial, Inc. R2KFINANCIAL | 29.98 | 16.12 | $292.76M | 0.00% | - | 6.84% | 7.46% | 26.41% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.89M | 13.81M | 14.84M | 14.47M | 14.41M | 14.75M | 16.62M | 16.63M | 16.33M | 24.10M | 29.45M | 23.67M | 23.71M | 24.93M | 26.67M | 26.56M | 27.50M | 25.69M | 20.55M | 22.54M | 23.27M | 20.42M | 22.04M | 24.72M | 22.42M | 24.04M | 28.27M | 28.62M |
| Net Income | 404.00K | 1.05M | 1.19M | 1.05M | 1.69M | 1.63M | 1.40M | 2.41M | 1.33M | 8.70M | 9.63M | 6.00M | 6.28M | 6.42M | 5.52M | 4.48M | 6.22M | 3.82M | 1.51M | 3.12M | 2.52M | 1.08M | 2.13M | 4.18M | 2.50M | 3.19M | 6.21M | 5.73M |
| Diluted EPS | -0.03 | 0.08 | 0.11 | 0.08 | 0.19 | 0.21 | 0.18 | 0.30 | 0.17 | 1.10 | 1.20 | 0.74 | 0.76 | 0.78 | 0.57 | 0.46 | 0.64 | 0.39 | 0.16 | 0.32 | 0.26 | 0.11 | 0.22 | 0.43 | 0.26 | 0.32 | 0.63 | 0.57 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 54.50M | 57.62M | 63.98M | 92.60M | 95.41M | 107.93M | 82.70M | 90.07M | 96.91M |
| Net Income | 2.02M | 5.65M | 8.01M | 24.53M | 20.61M | 21.70M | 5.22M | 8.47M | 13.19M |
| Diluted EPS | -0.05 | 0.63 | 1.01 | 3.08 | 2.50 | 2.23 | 0.54 | 0.87 | 1.34 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 969.66M | 1.08B | 1.25B | 1.97B | 2.53B | 2.87B | 2.98B | 2.92B | 3.15B |
| Total Equity | 95.93M | 101.85M | 116.88M | 127.68M | 154.96M | 219.04M | 240.86M | 242.74M | 252.32M | 265.56M |
| Cash & Equivalents | 62.69M | 9.50M | 73.36M | 78.64M | 155.99M | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - | - | - | - | 0 | - |
| Total Liabilities | - | 867.81M | 967.45M | 1.12B | 1.82B | 2.31B | 2.63B | 2.73B | 2.67B | 2.89B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -5.43M | 17.80M | -21.51M | -93.32M | 162.51M | 48.28M | 21.88M | 606.00K | -1.80M |
| Investing Cash Flow | -102.05M | -63.07M | -116.38M | -456.02M | -43.02M | -558.80M | -66.39M | 66.44M | -264.44M |
| Financing Cash Flow | 54.30M | 109.13M | 143.17M | 626.69M | 111.50M | 320.05M | 102.44M | -84.30M | 228.58M |
| Capital Expenditure | -499.00K | -714.00K | -415.00K | -1.21M | -2.11M | -2.97M | -2.35M | -1.21M | -3.97M |
| Free Cash Flow | -5.93M | 17.09M | -21.93M | -94.52M | 160.41M | 45.31M | 19.53M | -607.00K | -5.77M |
| Share Buybacks | - | 181.00K | 743.00K | 377.00K | - | - | 0 | 89.00K | 784.00K |
Ratios (Annual)
Figures in %.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - |
| Net Margin % | 3.7% | 9.8% | 12.5% | 26.5% | 21.6% | 20.1% | 6.3% | 9.4% | 13.6% |
| ROE % | 2.0% | 4.8% | 6.3% | 15.8% | 9.4% | 9.0% | 2.2% | 3.4% | 5.0% |
| ROCE % | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Wellington Management Group, LLP | 7.65% | 747.10K | $22.29M |
| 2 | North Reef Capital Management LP | 7.60% | 742.63K | $22.15M |
| 3 | Blackrock Inc. | 5.56% | 542.71K | $16.19M |
| 4 | Vanguard Capital Management LLC | 3.62% | 353.52K | $10.55M |
| 5 | BANC FUNDS CO LLC | 3.51% | 342.40K | $10.21M |
| 6 | Dimensional Fund Advisors LP | 2.93% | 285.91K | $8.53M |
| 7 | Algebris (UK) LTD | 2.65% | 259.09K | $7.73M |
| 8 | Mendon Capital Advisors Corp | 2.21% | 215.81K | $6.44M |
| 9 | Geode Capital Management, LLC | 2.07% | 201.87K | $6.02M |
| 10 | Punch & Associates Investment Management, Inc. | 2.00% | 195.00K | $5.82M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MYFW
First Western (MYFW) Q3 Earnings Surpass Estimates - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMimwFBVV95cUxOM2hKQUxKTGtqa0FZdzdmSS1vTVhid3lIT2ViQnpvMkgtTXN4alVBN3JqenlYN0ExS2Y5MlFJWExURHlQNjZpaHdUY21ydjd5Qy1lc2J4TmNScFc5R1pkYUoxdGtOMkJIVlRucERabmEwdlVKSVl3SUZfWnR6bldxZ01OU0l0alh4NWR6dz…
Understanding the Setup: (MYFW) and Scalable Risk - Stock Traders Daily
<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxPZloyNVFJZWttY1RPTncyaDd5dGl5NHhsYWM2ZG9GaUtKU1BCdXoyZElqYjhaRk5yZGR4cU92RWx5OU5TTDBoZWNUMmxIWnFoNmk1THA2V1FvdVNabDVmS290QW5wRS1HTDh5cFQ5ZEoyQ29yYlBfMWpMV3JVMWZLNzd0WVlDQXdzRzROMH…
A $95 million quarterly increase brought First Western's loan total to $2.81 billion. - Stock Titan
<a href="https://news.google.com/rss/articles/CBMiqAFBVV95cUxNR1V3Q1NlRjhyby1IY0g0VWRvd1V1dER6Nl8wdW5YVTE5TXM2MlpiNXpDT3J1ZTYyaHc3UVRtcUthckJTWFU5LVExTjFyWk15cTdRcEZHNzR2V0VMTENLSGRtOE9FUEZoY1NRZXdHUVNoOWNCTzZLcU15ZUhFSXgxRTZtekIyY0ZVVE16aG…
First Western Financial Q3 2026 Earnings Call Transcript - Benzinga
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First Western: Q3 Earnings Snapshot - Yahoo Finance
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What First Western Financial (MYFW) Said on Its Q3 Earnings Call - MarketBeat
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MYFW — Frequently Asked Questions
What is the current share price of First Western Financial, Inc. (MYFW)?
As of 2026-10-23 16:27 PDT, First Western Financial, Inc. (MYFW) trades at $29.98 on NasdaqGS. Its 52-week range is $21.40 to $34.19.
What is the market capitalisation of MYFW?
First Western Financial, Inc. (MYFW) has a market capitalisation of $292.76M on NasdaqGS.
What is the P/E ratio of MYFW?
MYFW trades at a trailing price-to-earnings (P/E) ratio of 16.12. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 1.07.
What is the return on equity (ROE) of MYFW?
MYFW has a return on equity (ROE) of 6.84%.
Is MYFW a good stock to buy?
This page provides a data-driven analysis of First Western Financial, Inc. (MYFW), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.