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BCML Stock Analysis - BayCom Corp AI Rating

BCML Nasdaq State Commercial Banks CIK: 0001730984
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
BUY
72% Confidence

📊 BCML Key Takeaways

Revenue: $135.4M
Net Margin: 17.7%
Free Cash Flow: $30.1M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $2.18
AI Rating: BUY with 72% confidence

Investment Thesis

BayCom Corp demonstrates strong fundamental growth with 43.3% YoY revenue increase and solid profitability metrics (17.7% net margin, 24.1% operating margin). The bank maintains excellent financial health with zero long-term debt, strong free cash flow generation ($30.1M, 22.2% FCF margin), and adequate interest coverage (3.3x), positioning it well for sustainable operations.

BCML Strengths

  • + Revenue growth of 43.3% YoY demonstrates strong top-line expansion
  • + Zero long-term debt with $206.5M cash position provides financial flexibility
  • + Robust free cash flow of $30.1M (22.2% FCF margin) supports capital deployment
  • + Net margin of 17.7% and operating margin of 24.1% indicate healthy profitability
  • + Operating cash flow of $31.8M exceeds capital expenditure requirements

BCML Risks

  • ! Low ROA of 0.9% and ROE of 7.1% suggest asset utilization and return generation could be improved
  • ! Net income growth stalled at 0.0% YoY despite 43.3% revenue growth, indicating margin compression
  • ! Interest coverage ratio of 3.3x is moderate; limited cushion for interest payment obligations
  • ! Limited transparency on gross profit and current/quick ratios due to banking sector accounting
  • ! 7 Form 4 filings in 90 days warrant monitoring for insider sentiment

Key Metrics to Watch

BCML Financial Metrics

Revenue
$135.4M
Net Income
$23.9M
EPS (Diluted)
$2.18
Free Cash Flow
$30.1M
Total Assets
$2.6B
Cash Position
$206.5M

💡 AI Analyst Insight

The 22.2% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BCML Profitability Ratios

Gross Margin N/A
Operating Margin 24.1%
Net Margin 17.7%
ROE 7.1%
ROA 0.9%
FCF Margin 22.2%

BCML vs Finance Sector

How BayCom Corp compares to Finance sector averages

Net Margin
BCML 17.7%
vs
Sector Avg 25.0%
BCML Sector
ROE
BCML 7.1%
vs
Sector Avg 12.0%
BCML Sector
Current Ratio
BCML 0.0x
vs
Sector Avg 1.2x
BCML Sector
Debt/Equity
BCML 0.0x
vs
Sector Avg 2.0x
BCML Sector

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

BCML Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
86.9%
Interest Coverage
3.34x
Long-term Debt
$0.0

BCML 5-Year Financial Trend

BCML 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BayCom Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.27 reflects profitable operations.

BCML 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
22.2%
Free cash flow / Revenue

BCML Capital Allocation

Operating Cash Flow
$31.8M
Cash generated from operations
Stock Buybacks
$6.9M
Shares repurchased (TTM)
Capital Expenditures
$1.7M
Investment in assets
Dividends Paid
$6.6M
Returned to shareholders

BCML SEC Filings

Access official SEC EDGAR filings for BayCom Corp (CIK: 0001730984)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 10-K bcml-20251231x10k.htm View →
Mar 5, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 19, 2026 8-K bcml-20260219x8k.htm View →
Jan 22, 2026 8-K bcml-20260122x8k.htm View →
Jan 6, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about BCML

What is the AI rating for BCML?

BayCom Corp (BCML) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BCML's key strengths?

Revenue growth of 43.3% YoY demonstrates strong top-line expansion. Zero long-term debt with $206.5M cash position provides financial flexibility.

What are the risks of investing in BCML?

Low ROA of 0.9% and ROE of 7.1% suggest asset utilization and return generation could be improved. Net income growth stalled at 0.0% YoY despite 43.3% revenue growth, indicating margin compression.

What is BCML's revenue and growth?

BayCom Corp reported revenue of $135.4M.

Does BCML pay dividends?

BayCom Corp pays dividends, with $6.6M distributed to shareholders in the trailing twelve months.

Where can I find BCML SEC filings?

Official SEC filings for BayCom Corp (CIK: 0001730984) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BCML's EPS?

BayCom Corp has a diluted EPS of $2.18.

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