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FMCB Stock Analysis 2026 - FARMERS & MERCHANTS BANCORP AI Rating

FMCB OTC National Commercial Banks DE CIK: 0001085913
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
BUY
75% Conf
Pending
Analysis scheduled

📊 FMCB Key Takeaways

Revenue: $279.5M
Net Margin: 33.5%
Free Cash Flow: $96.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $133.96
AI Rating: BUY with 75% confidence

Is FMCB a Good Investment? Thesis Analysis

Claude

FMCB demonstrates robust financial health with strong profitability (33.5% net margin, 14.5% ROE) and consistent revenue growth of 27.5% YoY, indicating effective operational execution in a challenging banking environment. The company maintains excellent liquidity with zero leverage and strong free cash flow generation ($96.6M FCF, 34.6% FCF margin), positioning it well for sustainable dividend growth and capital deployment.

Why Buy FMCB? Key Strengths

Claude
  • + Exceptional net profit margin of 33.5% well above banking industry averages
  • + Strong revenue growth of 27.5% YoY with net income growth of 5.8% demonstrating operational leverage
  • + Fortress balance sheet with zero long-term debt and $144.9M cash providing financial flexibility
  • + Robust free cash flow of $96.6M representing 34.6% of revenue with minimal capital intensity
  • + Solid return on equity of 14.5% indicating efficient use of shareholder capital
  • + Strong interest coverage ratio of 8.6x demonstrating low financial distress risk

FMCB Investment Risks to Consider

Claude
  • ! ROA of only 1.6% suggests asset-heavy business model typical of banks; significant capital deployment required for growth
  • ! Rapid 27.5% revenue growth may not be sustainable long-term; cyclical banking dynamics and interest rate sensitivity present headwinds
  • ! Net income growth of only 5.8% YoY lags revenue growth, indicating margin compression or increasing operational costs
  • ! OTC exchange listing versus major exchanges may limit institutional investor access and liquidity
  • ! Significant insider activity (9 Form 4 filings in 90 days) warrants monitoring for insider sentiment and potential conflicts

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trends and sensitivity to interest rate changes
  • * Loan loss provision rates and credit quality deterioration signals
  • * Deposit growth rates and funding stability metrics
  • * Quarterly revenue sustainability relative to 27.5% baseline growth
  • * Efficiency ratio evolution as expense growth relative to revenue
  • * Regulatory capital ratios and compliance status

FMCB Financial Metrics

Revenue
$279.5M
Net Income
$93.6M
EPS (Diluted)
$133.96
Free Cash Flow
$96.6M
Total Assets
$5.7B
Cash Position
$144.9M

💡 AI Analyst Insight

The 34.6% 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.

FMCB Profitability Ratios

Gross Margin N/A
Operating Margin 46.1%
Net Margin 33.5%
ROE 14.5%
ROA 1.6%
FCF Margin 34.6%

FMCB vs Finance Sector

How FARMERS & MERCHANTS BANCORP compares to Finance sector averages

Net Margin
FMCB 33.5%
vs
Sector Avg 25.0%
FMCB Sector
ROE
FMCB 14.5%
vs
Sector Avg 12.0%
FMCB Sector
Current Ratio
FMCB 0.0x
vs
Sector Avg 1.2x
FMCB Sector
Debt/Equity
FMCB 0.0x
vs
Sector Avg 2.0x
FMCB Sector

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

Is FMCB Overvalued or Undervalued?

Based on fundamental analysis, FARMERS & MERCHANTS BANCORP appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
14.5%
Sector avg: 12%
Net Profit Margin
33.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

FMCB Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.7%
Interest Coverage
8.63x
Long-term Debt
N/A

FMCB 5-Year Financial Trend & Growth Analysis

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

5-Year Trend Summary: FARMERS & MERCHANTS BANCORP's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $116.61 reflects profitable operations.

FMCB 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
34.6%
Free cash flow / Revenue

FMCB Capital Allocation

Operating Cash Flow
$104.2M
Cash generated from operations
Stock Buybacks
$2.9M
Shares repurchased (TTM)
Capital Expenditures
$7.6M
Investment in assets
Dividends Paid
$13.8M
Returned to shareholders

FMCB SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FARMERS & MERCHANTS BANCORP (CIK: 0001085913)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 4 xslF345X05/marketforms-72557.xml View →
Mar 13, 2026 10-K fmcb-20251231.htm View →
Feb 17, 2026 4 xslF345X05/marketforms-72219.xml View →
Feb 12, 2026 8-K ef20065510_8k.htm View →
Feb 6, 2026 4 xslF345X05/marketforms-72057.xml View →

Frequently Asked Questions about FMCB

What is the AI rating for FMCB?

FARMERS & MERCHANTS BANCORP (FMCB) has an AI rating of BUY with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FMCB's key strengths?

Claude: Exceptional net profit margin of 33.5% well above banking industry averages. Strong revenue growth of 27.5% YoY with net income growth of 5.8% demonstrating operational leverage.

What are the risks of investing in FMCB?

Claude: ROA of only 1.6% suggests asset-heavy business model typical of banks; significant capital deployment required for growth. Rapid 27.5% revenue growth may not be sustainable long-term; cyclical banking dynamics and interest rate sensitivity present headwinds.

What is FMCB's revenue and growth?

FARMERS & MERCHANTS BANCORP reported revenue of $279.5M.

Does FMCB pay dividends?

FARMERS & MERCHANTS BANCORP pays dividends, with $13.8M distributed to shareholders in the trailing twelve months.

Where can I find FMCB SEC filings?

Official SEC filings for FARMERS & MERCHANTS BANCORP (CIK: 0001085913) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FMCB's EPS?

FARMERS & MERCHANTS BANCORP has a diluted EPS of $133.96.

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 FMCB a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FARMERS & MERCHANTS BANCORP has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FMCB stock overvalued or undervalued?

Valuation metrics for FMCB: ROE of 14.5% (sector avg: 12%), net margin of 33.5% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy FMCB stock in 2026?

Our dual AI analysis gives FARMERS & MERCHANTS BANCORP a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FMCB's free cash flow?

FARMERS & MERCHANTS BANCORP's operating cash flow is $104.2M, with capital expenditures of $7.6M. FCF margin is 34.6%.

How does FMCB compare to other Finance stocks?

Vs Finance sector averages: Net margin 33.5% (avg: 25%), ROE 14.5% (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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI