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SMBK$40.85-2.04%
Fair $40.85+0.0%

SMBK

SmartFinancial, Inc.

Financial Services / Banks - RegionalNYSE

$40.85

-0.85 (-2.04%)

Fairly Valued+0.0%Fair Value $40.85Fund rank 39/100 · Data gapFallback financials|
SA 49/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 32.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

49/100

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: 17Warnings: 0unknown: 17
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 · SMBKLocal privado en este navegador · SmartFinancial, 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

$698M

P/E

13.1x

↑

EV/EBITDA

N/A

•

ROE

9.1%

↑

Gross Margin

N/A

•

Debt/Equity

0.18

↓
52-Week Range$41
$31$44

TradingView lightweight chart

SMBK price, volumen y niveles de valoración

Último $40.85Periodo +131.5%
Fair value: $40.85

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

+15.7%

FCF margin

30.2%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $196.5M · net income $50.3M · FCF $59.3M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

25.6%— pts

FCF margin

30.2%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$196.5M$196.5M$171.5M$152.4M$165.2M—————————————
Net Income$50.3M$50.3M$36.1M$28.6M$43.0M$34.8M$24.3M$26.5M$18.1M$5.0M$5.8M$1.5M$1.8M$1.7M$1.4M$1.0M$-4.7M$-8.2M
EPS2.982.982.141.692.552.221.621.891.450.550.780.320.520.080.080.20-2.92-5.04
Net Margin25.6%25.6%21.1%18.8%26.0%—————————————
Balance Sheet
Debt/Equity0.180.180.090.110.18—0.21———————————
Cash Flow
Free Cash Flow$59.3M$59.3M$46.3M$33.4M$44.3M$43.8M$23.6M$23.6M$17.0M$-1.6M————$4.7M$2.6M$9.3M$5.7M
Returns
ROE9.1%9.1%7.4%6.2%9.9%8.1%6.8%8.5%6.4%2.4%5.5%1.5%3.3%3.2%3.4%2.9%-18.2%-29.4%
Valuation
P/E13.0913.0914.6013.9810.75—————————————
P/B1.251.251.070.871.07—————————————
Growth & Yield
Revenue Growth14.6%14.6%12.5%-7.8%——————————————
EPS Growth39.3%39.3%26.6%-33.7%—37.0%-14.3%30.3%163.6%-29.5%143.8%-38.5%550.0%0.0%-60.0%106.8%42.1%—
Dividend Yield0.8%0.8%————————————————

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

6.7%

razonable

EPS terminal req.

$3.62

Spread vs growth

32.5%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$4.39

Spread vs growth

31.2%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$7.06

Spread vs growth

30.2%

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 +29.3%

Total return

+29.3%

Start / end P/E

14.9x → 13.7x

EPS bridge

2.14 → 2.98

Residual

-3.0%

EPS growth+39.3%
Multiple rerating-7.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term-3.0%

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.