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NBBK Stock Analysis 2026 - NB Bancorp, Inc. AI Rating

NBBK Nasdaq Savings Institutions, Not Federally Chartered CIK: 0001979330
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 NBBK Key Takeaways

Revenue: $335.7M
Net Margin: 15.0%
Free Cash Flow: $57.4M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.34
AI Rating: HOLD with 62% confidence

Is NBBK a Good Investment? Thesis Analysis

Claude

Exceptional 70% revenue growth demonstrates strong market positioning, but flat net income despite this growth reveals concerning operational trends. Very low ROA of 0.7% and stagnant profitability suggest potential asset quality deterioration or margin compression that requires urgent clarification before upgrading positioning.

Why Buy NBBK? Key Strengths

Claude
  • + Exceptional 70% YoY revenue growth indicates strong market expansion and competitive position
  • + Zero long-term debt with 13.2x interest coverage provides substantial financial flexibility
  • + Healthy free cash flow of $57.4M with 17.1% FCF margin demonstrates cash generation capability

NBBK Investment Risks to Consider

Claude
  • ! Critical divergence: net income completely flat despite 70% revenue growth suggests asset quality deterioration or severe margin compression
  • ! Very low ROA of 0.7% for a financial institution indicates substandard asset productivity and potential loan underperformance
  • ! Operating leverage failing to materialize despite massive revenue growth raises questions about cost structure and expense control

Key Metrics to Watch

Claude
  • * Net income growth trajectory - must reaccelerate or growth thesis collapses
  • * Return on Assets trend and loan loss provisions - diagnostic for margin vs asset quality issues
  • * Net Interest Margin and deposit cost dynamics to identify root cause of profitability stagnation

NBBK Financial Metrics

Revenue
$335.7M
Net Income
$50.3M
EPS (Diluted)
$1.34
Free Cash Flow
$57.4M
Total Assets
$7.0B
Cash Position
$407.6M

💡 AI Analyst Insight

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

NBBK Profitability Ratios

Gross Margin N/A
Operating Margin 21.2%
Net Margin 15.0%
ROE 5.9%
ROA 0.7%
FCF Margin 17.1%

NBBK vs Default Sector

How NB Bancorp, Inc. compares to Default sector averages

Net Margin
NBBK 15.0%
vs
Sector Avg 12.0%
NBBK Sector
ROE
NBBK 5.9%
vs
Sector Avg 15.0%
NBBK Sector
Current Ratio
NBBK 0.0x
vs
Sector Avg 1.8x
NBBK Sector
Debt/Equity
NBBK 0.0x
vs
Sector Avg 0.7x
NBBK Sector

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

Is NBBK Overvalued or Undervalued?

Based on fundamental analysis, NB Bancorp, Inc. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
5.9%
Sector avg: 15%
Net Profit Margin
15.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

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.

NBBK Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
87.7%
Interest Coverage
13.17x
Long-term Debt
N/A

NBBK 5-Year Financial Trend & Growth Analysis

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

5-Year Trend Summary: NB Bancorp, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.23 reflects profitable operations.

NBBK 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
17.1%
Free cash flow / Revenue

NBBK Capital Allocation

Operating Cash Flow
$60.8M
Cash generated from operations
Stock Buybacks
$77.1M
Shares repurchased (TTM)
Capital Expenditures
$3.4M
Investment in assets
Dividends Paid
$5.6M
Returned to shareholders

NBBK SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for NB Bancorp, Inc. (CIK: 0001979330)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 27, 2026 DEF 14A nbbk-20260429xdef14a.htm View →
Mar 19, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 9, 2026 4 xslF345X05/rdgdoc.xml View →
Mar 9, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about NBBK

What is the AI rating for NBBK?

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

What are NBBK's key strengths?

Claude: Exceptional 70% YoY revenue growth indicates strong market expansion and competitive position. Zero long-term debt with 13.2x interest coverage provides substantial financial flexibility.

What are the risks of investing in NBBK?

Claude: Critical divergence: net income completely flat despite 70% revenue growth suggests asset quality deterioration or severe margin compression. Very low ROA of 0.7% for a financial institution indicates substandard asset productivity and potential loan underperformance.

What is NBBK's revenue and growth?

NB Bancorp, Inc. reported revenue of $335.7M.

Does NBBK pay dividends?

NB Bancorp, Inc. pays dividends, with $5.6M distributed to shareholders in the trailing twelve months.

Where can I find NBBK SEC filings?

Official SEC filings for NB Bancorp, Inc. (CIK: 0001979330) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NBBK's EPS?

NB Bancorp, Inc. has a diluted EPS of $1.34.

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 NBBK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NB Bancorp, Inc. has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NBBK stock overvalued or undervalued?

Valuation metrics for NBBK: ROE of 5.9% (sector avg: 15%), net margin of 15.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy NBBK stock in 2026?

Our dual AI analysis gives NB Bancorp, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NBBK's free cash flow?

NB Bancorp, Inc.'s operating cash flow is $60.8M, with capital expenditures of $3.4M. FCF margin is 17.1%.

How does NBBK compare to other Default stocks?

Vs Default sector averages: Net margin 15.0% (avg: 12%), ROE 5.9% (avg: 15%), current ratio N/A (avg: 1.8).

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: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI