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v0.1
OBT$33.77-1.03%
Fair $33.77+0.0%

OBT

Orange County Bancorp, Inc.

Financial Services / Banks - RegionalNasdaqCM

$33.77

-0.35 (-1.03%)

Fairly Valued+0.0%Fair Value $33.77Fund rank 39/100 · Data gapFallback financials|
SA 54/C
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 60.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

54/100

C

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: 6Warnings: 0unknown: 6
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 · OBTLocal privado en este navegador · Orange County 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

$453M

P/E

9.9x

↓

EV/EBITDA

N/A

•

ROE

14.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.12

↓
52-Week Range$34
$23$38

TradingView lightweight chart

OBT price, volumen y niveles de valoración

Último $33.77Periodo +217.8%
Fair value: $33.77

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

+18.9%

FCF CAGR

+31.2%

FCF margin

32.5%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $127.1M · net income $41.6M · FCF $41.3M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

32.7%+10.9% pts

FCF margin

32.5%+12.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$127.1M$127.1M$107.6M$101.7M$89.9M$64.4M$53.5M
Net Income$41.6M$41.6M$27.9M$29.5M$24.4M$21.3M$11.7M
EPS3.333.332.472.622.172.141.29
Net Margin32.7%32.7%25.9%29.0%27.1%33.0%21.8%
Balance Sheet
Debt/Equity0.120.120.771.541.09——
Cash Flow
Free Cash Flow$41.3M$41.3M$32.9M$41.0M$28.9M$18.4M$10.7M
Returns
ROE14.6%14.6%15.0%17.8%17.6%11.6%8.6%
Valuation
P/E9.909.9010.979.7310.85——
P/B1.491.491.651.731.91——
Growth & Yield
Revenue Growth18.1%18.1%5.8%13.2%—20.5%—
EPS Growth34.8%34.8%-5.7%21.0%—65.3%—
Dividend Yield2.0%2.0%—————

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

-3.5%

fácil

EPS terminal req.

$3.00

Spread vs growth

38.3%

5Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$3.63

Spread vs growth

33.1%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$5.84

Spread vs growth

29.0%

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 +34.0%

Total return

+34.0%

Start / end P/E

10.4x → 10.1x

EPS bridge

2.47 → 3.33

Residual

-0.7%

EPS growth+34.8%
Multiple rerating-2.0%
Dividend+2.0%
Residual / FX / buybacks / cross-term-0.7%

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.