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v0.1
OBK$46.90-1.59%
Fair $46.90+0.0%

OBK

Origin Bancorp, Inc.

Financial Services / Banks - RegionalNYSE

$46.90

-0.76 (-1.59%)

Fairly Valued+0.0%Fair Value $46.90Fund rank 38/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

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 32.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

50/100

C

Piotroski

5/9

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 · OBKLocal privado en este navegador · Origin 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

$1.4B

P/E

18.2x

↑

EV/EBITDA

N/A

•

ROE

6.0%

↓

Gross Margin

N/A

•

Debt/Equity

0.02

↓
52-Week Range$47
$32$49

TradingView lightweight chart

OBK price, volumen y niveles de valoración

Último $46.90Periodo +37.9%
Fair value: $46.90

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

+12.1%

FCF CAGR

+13.7%

FCF margin

38.2%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $389.0M · net income $75.2M · FCF $148.6M

2016-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

19.3%+10.1% pts

FCF margin

38.2%+4.7% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Income Statement
Revenue$389.0M$389.0M$352.1M$352.5M$326.5M$241.7M$228.7M$227.1M$188.1M$152.6M$139.2M
Net Income$75.2M$75.2M$76.5M$83.8M$87.7M$108.5M$36.4M$53.9M$51.6M$14.7M$12.8M
EPS2.402.402.452.713.284.601.552.282.200.500.46
Net Margin19.3%19.3%21.7%23.8%26.9%44.9%15.9%23.7%27.4%9.6%9.2%
Balance Sheet
Debt/Equity0.020.020.150.250.83——————
Cash Flow
Free Cash Flow$148.6M$148.6M$86.4M$103.1M$137.2M$166.5M$-6.3M$50.4M$72.3M$59.0M$46.7M
Returns
ROE6.0%6.0%6.7%7.9%9.2%14.9%5.6%9.0%9.4%3.5%3.1%
Valuation
P/E18.1818.1813.6312.6411.15——————
P/B1.181.180.911.001.03——————
Growth & Yield
Revenue Growth10.5%10.5%-0.1%8.0%—5.7%0.7%20.7%23.3%9.7%—
EPS Growth-2.0%-2.0%-9.6%-17.4%—196.8%-32.0%3.6%340.0%8.7%—
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

20.1%

exigente

EPS terminal req.

$4.16

Spread vs growth

-22.2%

5Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$5.04

Spread vs growth

-18.0%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$8.11

Spread vs growth

-15.0%

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 +39.7%

Total return

+39.7%

Start / end P/E

13.9x → 19.5x

EPS bridge

2.45 → 2.40

Residual

-0.8%

EPS growth-2.0%
Multiple rerating+40.4%
Dividend+2.1%
Residual / FX / buybacks / cross-term-0.8%

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.