← Back to All US Stocks

BANC-PF Stock Analysis - BANC OF CALIFORNIA, INC. AI Rating

BANC-PF NYSE National Commercial Banks MD CIK: 0001169770
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 BANC-PF Key Takeaways

Revenue: $1.8B
Net Margin: 12.6%
Free Cash Flow: $234.8M
Current Ratio: N/A
Debt/Equity: 0.58x
EPS: $1.17
AI Rating: HOLD with 62% confidence

Investment Thesis

Banc of California shows solid profitability with 12.6% net margin and 21% YoY net income growth, but the 4588% revenue surge appears anomalous and requires investigation into accounting treatments or business combinations. Weak returns on equity (6.5%) and assets (0.7%), combined with tight interest coverage (1.8x), suggest operational efficiency challenges typical of regional banks in a competitive lending environment.

BANC-PF Strengths

  • + Strong net income growth of 21% YoY demonstrates improved bottom-line performance
  • + Healthy free cash flow generation of $234.8M with 12.9% FCF margin supports capital allocation
  • + Conservative leverage with 0.58x debt-to-equity ratio provides financial flexibility
  • + Substantial asset base of $34.8B indicates scale and market presence

BANC-PF Risks

  • ! Unexplained 4588% revenue spike suggests potential one-time gains, mergers, or accounting anomalies requiring clarification
  • ! Weak ROE of 6.5% and ROA of 0.7% indicate poor capital efficiency relative to equity and asset base
  • ! Tight interest coverage ratio of 1.8x leaves minimal buffer for earnings volatility or rate environment deterioration
  • ! High insider trading activity (18 Form 4 filings in 90 days) warrants monitoring for potential confidence issues
  • ! Net margin of 12.6% is healthy but must be validated against the unusual revenue growth pattern

Key Metrics to Watch

BANC-PF Financial Metrics

Revenue
$1.8B
Net Income
$229.0M
EPS (Diluted)
$1.17
Free Cash Flow
$234.8M
Total Assets
$34.8B
Cash Position
$2.3B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BANC-PF Profitability Ratios

Gross Margin N/A
Operating Margin 17.2%
Net Margin 12.6%
ROE 6.5%
ROA 0.7%
FCF Margin 12.9%

BANC-PF vs Finance Sector

How BANC OF CALIFORNIA, INC. compares to Finance sector averages

Net Margin
BANC-PF 12.6%
vs
Sector Avg 25.0%
BANC-PF Sector
ROE
BANC-PF 6.5%
vs
Sector Avg 12.0%
BANC-PF Sector
Current Ratio
BANC-PF 0.0x
vs
Sector Avg 1.2x
BANC-PF Sector
Debt/Equity
BANC-PF 0.6x
vs
Sector Avg 2.0x
BANC-PF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BANC-PF Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.58x
Debt/Assets
89.8%
Interest Coverage
1.80x
Long-term Debt
$2.1B

BANC-PF 5-Year Financial Trend

BANC-PF 5-year financial data: Year 2020: Revenue $5.6M, Net Income N/A, EPS N/A. Year 2021: Revenue $6.0M, Net Income $23.8M, EPS N/A. Year 2023: Revenue $33.8M, Net Income $607.0M, EPS $7.76. Year 2024: Revenue $37.2M, Net Income $423.6M, EPS $5.14. Year 2025: Revenue $38.8M, Net Income -$1.9B, EPS $-22.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BANC OF CALIFORNIA, INC.'s revenue has grown significantly by 592% over the 5-year period, indicating strong business expansion. The most recent EPS of $-22.71 indicates the company is currently unprofitable.

BANC-PF Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.9%
Free cash flow / Revenue

BANC-PF Quarterly Performance

Quarterly financial performance data for BANC OF CALIFORNIA, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $9.1M $8.8M $-0.01
Q2 2025 $9.1M $28.4M $0.12
Q1 2025 $9.8M $30.9M $0.12
Q3 2024 $8.1M $8.8M $-0.01
Q2 2024 $8.7M $30.3M $0.12
Q1 2024 $8.3M $30.9M $0.12

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BANC-PF Capital Allocation

Operating Cash Flow
$255.6M
Cash generated from operations
Capital Expenditures
$20.8M
Investment in assets
Dividends Paid
$49.7M
Returned to shareholders

BANC-PF SEC Filings

Access official SEC EDGAR filings for BANC OF CALIFORNIA, INC. (CIK: 0001169770)

📋 Recent SEC Filings

Date Form Document Action
Mar 6, 2026 8-K ny20066096x3_8k.htm View →
Mar 3, 2026 4 xslF345X05/primarydocument.xml View →
Mar 3, 2026 4 xslF345X05/primarydocument.xml View →
Mar 3, 2026 4 xslF345X05/primarydocument.xml View →
Mar 3, 2026 4 xslF345X05/primarydocument.xml View →

Frequently Asked Questions about BANC-PF

What is the AI rating for BANC-PF?

BANC OF CALIFORNIA, INC. (BANC-PF) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BANC-PF's key strengths?

Strong net income growth of 21% YoY demonstrates improved bottom-line performance. Healthy free cash flow generation of $234.8M with 12.9% FCF margin supports capital allocation.

What are the risks of investing in BANC-PF?

Unexplained 4588% revenue spike suggests potential one-time gains, mergers, or accounting anomalies requiring clarification. Weak ROE of 6.5% and ROA of 0.7% indicate poor capital efficiency relative to equity and asset base.

What is BANC-PF's revenue and growth?

BANC OF CALIFORNIA, INC. reported revenue of $1.8B.

Does BANC-PF pay dividends?

BANC OF CALIFORNIA, INC. pays dividends, with $49.7M distributed to shareholders in the trailing twelve months.

Where can I find BANC-PF SEC filings?

Official SEC filings for BANC OF CALIFORNIA, INC. (CIK: 0001169770) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BANC-PF's EPS?

BANC OF CALIFORNIA, INC. has a diluted EPS of $1.17.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI