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AMTB$22.07-2.86%
Fair $22.07+0.0%

AMTB

Amerant Bancorp Inc.

Financial Services / Banks - RegionalNYSE

$22.07

-0.65 (-2.86%)

Fairly Valued+0.0%Fair Value $22.07Fund rank 27/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 22.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

39/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 10Warnings: 0unknown: 10
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · AMTBLocal privado en este navegador · Amerant Bancorp Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$869M

P/E

15.5x

↑

EV/EBITDA

N/A

•

ROE

5.6%

↓

Gross Margin

N/A

•

Debt/Equity

0.98

↑
52-Week Range$22
$16$24

TradingView lightweight chart

AMTB price, volumen y niveles de valoración

Último $22.07Periodo -26.4%
Fair value: $22.07

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2016–2025 · 9 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

+7.6%

FCF margin

30.8%

FCF / Net income

2.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $419.3M · net income $52.4M · FCF $129.2M

2016-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

12.5%+2.6% pts

FCF margin

30.8%+2.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Income Statement
Revenue$419.3M$419.3M$305.3M$328.9M$315.0M$247.8M$260.6M$313.0M$309.4M$273.3M$238.8M
Net Income$52.4M$52.4M$-15.8M$32.5M$63.3M$112.9M$-1.7M$51.3M$45.8M$43.1M$23.6M
EPS1.261.26-0.440.961.853.01-0.041.201.081.010.55
Net Margin12.5%12.5%-5.2%9.9%20.1%45.6%-0.7%16.4%14.8%15.8%9.9%
Balance Sheet
Debt/Equity0.980.981.131.251.69——————
Cash Flow
Free Cash Flow$129.2M$129.2M$74.8M$15.8M$-59.8M$60.9M$51.7M$64.1M$52.1M$64.7M$66.7M
Returns
ROE5.6%5.6%-1.8%4.4%8.9%13.6%-0.2%6.1%6.1%5.7%3.3%
Valuation
P/E15.5415.54—25.3514.72——————
P/B0.980.980.871.111.31——————
Growth & Yield
Revenue Growth37.4%37.4%-7.2%4.4%—-4.9%-16.7%1.2%13.2%14.4%—
EPS Growth386.4%386.4%-145.8%-48.1%—7625.0%-103.3%11.1%6.9%83.6%—
Dividend Yield1.6%1.6%—————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$1.96

Spread vs growth

370.5%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$2.37

Spread vs growth

372.9%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$3.82

Spread vs growth

374.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +27.5%

Total return

+27.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.44 → 1.26

Residual

+25.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+25.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.