First Western Financial, Inc.

  • Market Cap: Micro Cap
  • Industry: Capital Markets
  • ISIN: US33751L1052
USD
24.06
0.07 (0.29%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

56.09 k

Shareholding (Mar 2025)

FII

1.28%

Held by 19 FIIs

DII

72.89%

Held by 20 DIIs

Promoter

6.58%

How big is First Western Financial, Inc.?

22-Jun-2025

As of Jun 18, First Western Financial, Inc. has a market capitalization of 203.73 million and total assets of 2,928.65 million, with shareholder's funds at 252.32 million.

As of Jun 18, First Western Financial, Inc. has a market capitalization of 203.73 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of interest earned for the latest four quarters is 151.46 million, while the sum of net profit for the same period is 10.14 million.<BR><BR>As of Dec 24, the reporting period shows shareholder's funds at 252.32 million and total assets amounting to 2,928.65 million.

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What does First Western Financial, Inc. do?

22-Jun-2025

First Western Financial, Inc. is a financial holding company specializing in wealth management services, with a recent net sales of $37 million and a market cap of $203.73 million. The company has a P/E ratio of 20.00 and a return on equity of 3.95%.

Overview:<BR>First Western Financial, Inc. is a financial holding company that operates in the Capital Markets industry, providing a comprehensive suite of wealth management services.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 37 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 4 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 203.73 Million (Micro Cap) <BR><BR>Key Metrics:<BR>P/E: 20.00 <BR>Dividend Yield: 0.00% <BR>Debt Equity: 0.00 <BR>Return on Equity: 3.95% <BR>Price to Book: 0.79 <BR><BR>Contact Details:<BR>Address: 1900 Sixteenth St, #1200, DENVER CO: 80202 <BR>Tel: ['1 303 5318100', '1 310 6228221'] <BR>Fax: 1 303 5318180 <BR>Website: https://myfw.gcs-web.com/

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Should I buy, sell or hold First Western Financial, Inc.?

22-Jun-2025

Who are in the management team of First Western Financial, Inc.?

22-Jun-2025

As of March 2022, the management team of First Western Financial, Inc. includes Scott Wylie as Chairman, President, and CEO, along with Board members Joseph Zimlich (Lead Independent Director), Thomas Gart, and independent directors Julie Caponi, David Duncan, and Patrick Hamill.

As of March 2022, the management team of First Western Financial, Inc. includes Mr. Scott Wylie, who serves as the Chairman of the Board, President, and Chief Executive Officer of both the Company and the Bank. Other members of the Board of Directors are Mr. Joseph Zimlich, the Lead Independent Director; Mr. Thomas Gart, a Director; and independent directors Ms. Julie Caponi, Mr. David Duncan, and Mr. Patrick Hamill.

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Is First Western Financial, Inc. technically bullish or bearish?

20-Sep-2025

As of September 2, 2025, First Western Financial, Inc. shows a mildly bullish trend supported by strong MACD and moving averages, despite mixed signals from KST and Dow Theory, with an 8.65% return over the past month, outperforming the S&P 500's 2.33%.

As of 2 September 2025, the technical trend for First Western Financial, Inc. has changed from bullish to mildly bullish. The weekly MACD remains bullish, and the monthly MACD is also bullish, supporting a positive outlook. The daily moving averages are bullish, while the Bollinger Bands indicate a mildly bullish stance on the weekly and bullish on the monthly. However, the KST shows a mildly bearish signal on the weekly, and Dow Theory indicates a mildly bullish trend on the weekly but mildly bearish on the monthly.<BR><BR>In terms of performance, the stock has outperformed the S&P 500 over the past month with an 8.65% return compared to the S&P's 2.33%, and it has also shown a strong year-to-date return of 19.54% against the S&P's 12.22%. Overall, the current technical stance is mildly bullish, driven by strong MACD and moving average indicators, despite some mixed signals from KST and Dow Theory.

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Is First Western Financial, Inc. overvalued or undervalued?

01-Dec-2025

As of November 28, 2025, First Western Financial, Inc. is fairly valued with a P/E ratio of 20, a Price to Book Value of 0.79, and an EV to EBITDA of 0.86, while its stock has returned 10.88% over the past year, outperforming the S&P 500's 14.18%.

As of 28 November 2025, the valuation grade for First Western Financial, Inc. has moved from attractive to fair, indicating a shift in its perceived value. The company appears to be fairly valued based on its current metrics. Key ratios include a P/E ratio of 20, a Price to Book Value of 0.79, and an EV to EBITDA of 0.86, which suggest that the company is not significantly undervalued or overvalued relative to its peers.<BR><BR>In comparison to its peers, GCM Grosvenor, Inc. has a much higher P/E ratio of 78.97, while Gladstone Capital Corp. shows a very attractive P/E of 7.68, highlighting a wide range of valuations within the industry. Notably, First Western Financial's recent stock performance has outpaced the S&P 500 over the year, with a return of 10.88% compared to the S&P 500's 14.18%, reinforcing the notion that while the stock is fairly valued, it has been performing relatively well in the market.

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iScoreScore
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Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Positive results in Jun 25

  • NET PROFIT(HY) At USD 6.69 MM has Grown at 86.24%
  • NII(Q) Highest at USD 17.88 MM
  • CASH AND EQV(HY) Highest at USD 28.27 MM
2

With ROA of 0.20%, it has a fair valuation with a 0.79 Price to Book Value

3

High Institutional Holdings at 69.33%

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 227 Million (Micro Cap)

stock-summary
P/E

20.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

0.00

stock-summary
Return on Equity

4.47%

stock-summary
Price to Book

0.88

Revenue and Profits:
Net Sales:
38 Million
(Quarterly Results - Jun 2025)
Net Profit:
3 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
7.22%
0%
7.22%
6 Months
14.95%
0%
14.95%
1 Year
11.91%
0%
11.91%
2 Years
40.87%
0%
40.87%
3 Years
-21.19%
0%
-21.19%
4 Years
-18.41%
0%
-18.41%
5 Years
36.94%
0%
36.94%

First Western Financial, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
26.38%
EBIT Growth (5y)
-6.89%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
69.33%
ROCE (avg)
0
ROE (avg)
0
Valuation key factors
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
0.79
EV to EBIT
1.08
EV to EBITDA
0.86
EV to Capital Employed
0.18
EV to Sales
0.08
PEG Ratio
0.56
Dividend Yield
NA
ROCE (Latest)
16.26%
ROE (Latest)
3.95%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Mildly Bearish
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 27 Schemes (19.25%)

Foreign Institutions

Held by 19 Foreign Institutions (1.28%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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stock-summaryCompany CV
About First Western Financial, Inc. stock-summary
stock-summary
First Western Financial, Inc.
Capital Markets
First Western Financial, Inc. is a financial holding company for First Western Trust Bank (the Bank), a private trust bank. The Company provides a fully integrated suite of wealth management services on the Bank platform. Its products and services include a comprehensive selection of deposit, loan, trust, wealth planning, and investment management. It provides a range of deposit products and services, such as demand deposits, interest- bearing transaction accounts, money markets accounts, time and savings deposits, and certificate of deposits. The Company offers commercial lending products that include commercial loans, business term loans, and lines of credit to small and midsized businesses. It also offers residential mortgage loans. It also provides treasury management, risk management, philanthropic services, and retirement consulting.
Company Coordinates stock-summary
Company Details
1900 Sixteenth St, #1200 , DENVER CO : 80202
stock-summary
Tel: 1 303 53181001 310 6228221
stock-summary
Registrar Details