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v0.1
BFST$27.96-1.83%
Fair $27.96+0.0%

BFST

Business First Bancshares, Inc.

Financial Services / Banks - RegionalNasdaqGS

$27.96

-0.52 (-1.83%)

Fairly Valued+0.0%Fair Value $27.96Fund rank 38/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9

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 39.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

51/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 13Warnings: 0unknown: 13
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 · BFSTLocal privado en este navegador · Business First Bancshares, 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

$914M

P/E

9.9x

↓

EV/EBITDA

N/A

•

ROE

9.8%

↑

Gross Margin

N/A

•

Debt/Equity

0.59

↑
52-Week Range$28
$23$30

TradingView lightweight chart

BFST price, volumen y niveles de valoración

Último $27.96Periodo +3.6%
Fair value: $27.96

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2013–2025 · 12 años de histórico normalizado

Revenue CAGR

+22.2%

FCF CAGR

+22.7%

FCF margin

28.8%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $319.8M · net income $87.9M · FCF $92.0M

2013-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

27.5%+11.0% pts

FCF margin

28.8%+1.5% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Income Statement
Revenue$319.8M$319.8M$270.4M$247.4M$227.5M$170.4M$149.8M$103.5M$76.2M$51.6M$43.4M$38.6M$27.5M$29.0M
Net Income$87.9M$87.9M$65.1M$71.0M$54.3M$52.1M$30.0M$23.8M$14.1M$4.8M$5.1M$4.1M$4.0M$4.8M
EPS2.792.792.262.592.322.531.641.741.220.610.700.590.720.87
Net Margin27.5%27.5%24.1%28.7%23.8%30.6%20.0%23.0%18.5%9.4%11.8%10.6%14.7%16.5%
Balance Sheet
Debt/Equity0.590.590.580.960.91————0.020.03———
Cash Flow
Free Cash Flow$92.0M$92.0M$59.8M$79.3M$61.8M$52.5M$26.4M$20.5M$18.4M$7.5M$6.8M$2.4M$6.7M$7.9M
Returns
ROE9.8%9.8%8.1%11.0%9.3%12.0%7.3%8.3%5.4%2.7%4.5%3.6%5.1%6.7%
Valuation
P/E9.919.9111.089.149.16—————————
P/B0.920.920.830.930.84—————————
Growth & Yield
Revenue Growth18.3%18.3%9.3%8.7%—13.8%44.7%35.8%47.7%18.8%12.4%40.6%-5.2%—
EPS Growth23.5%23.5%-12.7%11.6%—54.3%-5.7%42.6%100.0%-12.9%18.6%-18.1%-17.2%—
Dividend Yield2.1%2.1%————————————

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

-3.8%

fácil

EPS terminal req.

$2.48

Spread vs growth

27.3%

5Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$3.00

Spread vs growth

22.0%

10Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$4.83

Spread vs growth

17.8%

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 +19.6%

Total return

+19.6%

Start / end P/E

10.5x → 10.0x

EPS bridge

2.26 → 2.79

Residual

-1.1%

EPS growth+23.5%
Multiple rerating-4.8%
Dividend+2.1%
Residual / FX / buybacks / cross-term-1.1%

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.