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CZWI Stock Analysis - Citizens Community Bancorp Inc. AI Rating

CZWI Nasdaq Savings Institution, Federally Chartered MD CIK: 0001367859
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 CZWI Key Takeaways

Revenue: $87.6M
Net Margin: 16.5%
Free Cash Flow: $10.4M
Current Ratio: N/A
Debt/Equity: 0.28x
EPS: $1.46
AI Rating: HOLD with 62% confidence

Investment Thesis

Citizens Community Bancorp demonstrates solid profitability with strong revenue growth (+71.2% YoY) and healthy net margins (16.5%), but weak interest coverage (1.6x) and modest ROA (0.8%) raise concerns about asset quality and operational efficiency. The company maintains a conservative leverage profile (0.28x debt/equity) with adequate liquidity, though the low interest coverage ratio suggests limited cushion for earnings deterioration in a rising rate environment.

CZWI Strengths

  • + Exceptional revenue growth of 71.2% year-over-year indicates strong business momentum
  • + Healthy net profit margin of 16.5% and operating margin of 19.9% demonstrate profitability
  • + Conservative debt-to-equity ratio of 0.28x indicates low financial leverage and strong balance sheet

CZWI Risks

  • ! Dangerously low interest coverage ratio of 1.6x leaves minimal buffer for earnings decline or rate shocks
  • ! Weak return on assets (0.8%) suggests inefficient asset utilization typical of struggling banks
  • ! Modest ROE of 7.7% indicates capital is not being deployed efficiently relative to shareholder returns

Key Metrics to Watch

CZWI Financial Metrics

Revenue
$87.6M
Net Income
$14.4M
EPS (Diluted)
$1.46
Free Cash Flow
$10.4M
Total Assets
$1.8B
Cash Position
$118.9M

💡 AI Analyst Insight

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

CZWI Profitability Ratios

Gross Margin N/A
Operating Margin 19.9%
Net Margin 16.5%
ROE 7.7%
ROA 0.8%
FCF Margin 11.8%

CZWI vs Default Sector

How Citizens Community Bancorp Inc. compares to Default sector averages

Net Margin
CZWI 16.5%
vs
Sector Avg 12.0%
CZWI Sector
ROE
CZWI 7.7%
vs
Sector Avg 15.0%
CZWI Sector
Current Ratio
CZWI 0.0x
vs
Sector Avg 1.8x
CZWI Sector
Debt/Equity
CZWI 0.3x
vs
Sector Avg 0.7x
CZWI Sector

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

CZWI Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.28x
Debt/Assets
89.5%
Interest Coverage
1.62x
Long-term Debt
$51.8M

CZWI 5-Year Financial Trend

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

5-Year Trend Summary: Citizens Community Bancorp Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.34 reflects profitable operations.

CZWI 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
11.8%
Free cash flow / Revenue

CZWI Capital Allocation

Operating Cash Flow
$11.7M
Cash generated from operations
Stock Buybacks
$6.1M
Shares repurchased (TTM)
Capital Expenditures
$1.3M
Investment in assets
Dividends Paid
$3.6M
Returned to shareholders

CZWI SEC Filings

Access official SEC EDGAR filings for Citizens Community Bancorp Inc. (CIK: 0001367859)

📋 Recent SEC Filings

Date Form Document Action
Mar 5, 2026 10-K czwi-20251231.htm View →
Jan 27, 2026 8-K czwi-20260127.htm View →
Jan 26, 2026 4 xslF345X05/wk-form4_1769435424.xml View →
Jan 26, 2026 4 xslF345X05/wk-form4_1769435378.xml View →
Jan 26, 2026 4 xslF345X05/wk-form4_1769435326.xml View →

Frequently Asked Questions about CZWI

What is the AI rating for CZWI?

Citizens Community Bancorp Inc. (CZWI) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CZWI's key strengths?

Exceptional revenue growth of 71.2% year-over-year indicates strong business momentum. Healthy net profit margin of 16.5% and operating margin of 19.9% demonstrate profitability.

What are the risks of investing in CZWI?

Dangerously low interest coverage ratio of 1.6x leaves minimal buffer for earnings decline or rate shocks. Weak return on assets (0.8%) suggests inefficient asset utilization typical of struggling banks.

What is CZWI's revenue and growth?

Citizens Community Bancorp Inc. reported revenue of $87.6M.

Does CZWI pay dividends?

Citizens Community Bancorp Inc. pays dividends, with $3.6M distributed to shareholders in the trailing twelve months.

Where can I find CZWI SEC filings?

Official SEC filings for Citizens Community Bancorp Inc. (CIK: 0001367859) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CZWI's EPS?

Citizens Community Bancorp Inc. has a diluted EPS of $1.46.

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 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI