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FBIZ Stock Analysis 2026 - FIRST BUSINESS FINANCIAL SERVICES, INC. AI Rating

FBIZ Nasdaq State Commercial Banks WI CIK: 0001521951
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
BUY
72% Conf
Pending
Analysis scheduled

📊 FBIZ Key Takeaways

Revenue: $247.3M
Net Margin: 20.3%
Free Cash Flow: $61.1M
Current Ratio: N/A
Debt/Equity: 0.06x
EPS: $5.94
AI Rating: BUY with 72% confidence

Is FBIZ a Good Investment? Thesis Analysis

Claude

FBIZ demonstrates strong fundamental growth with revenue up 80.9% YoY and solid profitability (20.3% net margin, 13.5% ROE). The company maintains a healthy balance sheet with conservative leverage (0.06x debt/equity) and generates robust free cash flow of $61.1M, though the low interest coverage ratio of 1.1x warrants monitoring for debt service capacity.

Why Buy FBIZ? Key Strengths

Claude
  • + Exceptional revenue growth of 80.9% YoY indicating strong market demand or successful expansion
  • + Substantial free cash flow generation of $61.1M with 24.7% FCF margin showing high-quality earnings
  • + Conservative capital structure with minimal debt (0.06x debt/equity) and strong equity base of $371.6M
  • + Solid net profitability at 20.3% margin and respectable ROE of 13.5% for a commercial bank

FBIZ Investment Risks to Consider

Claude
  • ! Critically low interest coverage ratio of 1.1x suggests limited cushion for debt service obligations and elevated financial stress
  • ! Modest ROA of 1.2% is below industry standards for commercial banks, indicating asset efficiency challenges
  • ! Net income growth of only 1.8% YoY significantly lags revenue growth of 80.9%, suggesting margin compression or one-time items
  • ! Significant insider activity with 10 Form 4 filings in 90 days warrants investigation into transaction nature and intentions

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - critical to verify debt sustainability
  • * Net income growth acceleration relative to revenue expansion
  • * Asset efficiency (ROA) improvement trajectory
  • * Operating margin maintenance amid rapid revenue scaling

FBIZ Financial Metrics

Revenue
$247.3M
Net Income
$50.3M
EPS (Diluted)
$5.94
Free Cash Flow
$61.1M
Total Assets
$4.1B
Cash Position
$39.5M

💡 AI Analyst Insight

The 24.7% 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.

FBIZ Profitability Ratios

Gross Margin N/A
Operating Margin 24.4%
Net Margin 20.3%
ROE 13.5%
ROA 1.2%
FCF Margin 24.7%

FBIZ vs Finance Sector

How FIRST BUSINESS FINANCIAL SERVICES, INC. compares to Finance sector averages

Net Margin
FBIZ 20.3%
vs
Sector Avg 25.0%
FBIZ Sector
ROE
FBIZ 13.5%
vs
Sector Avg 12.0%
FBIZ Sector
Current Ratio
FBIZ 0.0x
vs
Sector Avg 1.2x
FBIZ Sector
Debt/Equity
FBIZ 0.1x
vs
Sector Avg 2.0x
FBIZ Sector

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

Is FBIZ Overvalued or Undervalued?

Based on fundamental analysis, FIRST BUSINESS FINANCIAL SERVICES, INC. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
13.5%
Sector avg: 12%
Net Profit Margin
20.3%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.06x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FBIZ Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.06x
Debt/Assets
90.9%
Interest Coverage
1.13x
Long-term Debt
$22.2M

FBIZ 5-Year Financial Trend & Growth Analysis

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

5-Year Trend Summary: FIRST BUSINESS FINANCIAL SERVICES, INC.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $4.33 reflects profitable operations.

FBIZ 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
24.7%
Free cash flow / Revenue

FBIZ Capital Allocation

Operating Cash Flow
$61.7M
Cash generated from operations
Stock Buybacks
$1.4M
Shares repurchased (TTM)
Capital Expenditures
$595.0K
Investment in assets
Dividends Paid
$9.7M
Returned to shareholders

FBIZ SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FIRST BUSINESS FINANCIAL SERVICES, INC. (CIK: 0001521951)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 8-K fbiz-20260312.htm View →
Mar 5, 2026 DEF 14A fbiz-20260305.htm View →
Feb 25, 2026 10-K fbiz-20251231.htm View →
Feb 18, 2026 4 xslF345X05/form4.xml View →
Feb 18, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FBIZ

What is the AI rating for FBIZ?

FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FBIZ's key strengths?

Claude: Exceptional revenue growth of 80.9% YoY indicating strong market demand or successful expansion. Substantial free cash flow generation of $61.1M with 24.7% FCF margin showing high-quality earnings.

What are the risks of investing in FBIZ?

Claude: Critically low interest coverage ratio of 1.1x suggests limited cushion for debt service obligations and elevated financial stress. Modest ROA of 1.2% is below industry standards for commercial banks, indicating asset efficiency challenges.

What is FBIZ's revenue and growth?

FIRST BUSINESS FINANCIAL SERVICES, INC. reported revenue of $247.3M.

Does FBIZ pay dividends?

FIRST BUSINESS FINANCIAL SERVICES, INC. pays dividends, with $9.7M distributed to shareholders in the trailing twelve months.

Where can I find FBIZ SEC filings?

Official SEC filings for FIRST BUSINESS FINANCIAL SERVICES, INC. (CIK: 0001521951) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FBIZ's EPS?

FIRST BUSINESS FINANCIAL SERVICES, INC. has a diluted EPS of $5.94.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FBIZ a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FIRST BUSINESS FINANCIAL SERVICES, INC. has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FBIZ stock overvalued or undervalued?

Valuation metrics for FBIZ: ROE of 13.5% (sector avg: 12%), net margin of 20.3% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy FBIZ stock in 2026?

Our dual AI analysis gives FIRST BUSINESS FINANCIAL SERVICES, INC. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FBIZ's free cash flow?

FIRST BUSINESS FINANCIAL SERVICES, INC.'s operating cash flow is $61.7M, with capital expenditures of $595.0K. FCF margin is 24.7%.

How does FBIZ compare to other Finance stocks?

Vs Finance sector averages: Net margin 20.3% (avg: 25%), ROE 13.5% (avg: 12%), current ratio N/A (avg: 1.2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI