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Oak Valley Bancorp (OVLY) Stock Fundamental Analysis & AI Rating 2026

OVLY Nasdaq State Commercial Banks CA CIK: 0001431567
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 OVLY Key Takeaways

Revenue: $87.9M
Net Margin: 27.2%
Free Cash Flow: $24.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $2.88
AI Rating: HOLD with 62% confidence
Oak Valley Bancorp (OVLY) receives a HOLD rating with 62% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $87.9M, net profit margin of 27.2%, and return on equity (ROE) of 11.5%, Oak Valley Bancorp demonstrates mixed fundamentals in the Finance sector. Below is our complete OVLY stock analysis for 2026.

Is Oak Valley Bancorp (OVLY) a Good Investment?

Claude

Oak Valley Bancorp demonstrates strong fundamentals with excellent profitability margins (34.9% operating, 27.2% net), robust revenue growth of 17.8% YoY, and a fortress balance sheet with zero long-term debt and substantial liquidity. However, the concerning divergence between revenue growth and net income decline (-4.1% YoY) indicates operational margin compression or rising expenses that warrant monitoring before conviction.

Why Buy Oak Valley Bancorp Stock? OVLY Key Strengths

Claude
  • + Strong revenue growth of 17.8% YoY demonstrating market expansion and lending activity
  • + Exceptional profitability margins with 34.9% operating margin and 27.2% net margin - top tier for regional banks
  • + Fortress balance sheet with zero long-term debt, $232.2M cash, and Debt/Equity of 0.00x providing strategic flexibility
  • + Robust free cash flow generation of $24.6M with 27.9% FCF margin showing quality earnings conversion
  • + Strong interest coverage ratio of 11.1x indicating solid debt servicing capacity

OVLY Stock Risks: Oak Valley Bancorp Investment Risks

Claude
  • ! Net income declining 4.1% YoY despite 17.8% revenue growth - significant margin compression or expense control issues
  • ! EPS down 4.6% YoY suggesting profitability pressure and potential shareholder dilution
  • ! Regional bank exposure to economic cycles and interest rate environment impacts on net interest margins
  • ! Concentrated business model as a small $2B asset regional bank with limited diversification
  • ! Unknown drivers of profit decline - could indicate rising loan loss provisions, operational inefficiencies, or one-time charges

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trend and management commentary on profitability headwinds
  • * Non-performing loan ratio and loan loss provision expense to validate credit quality
  • * Operating expense ratio and cost management execution to explain margin compression
  • * Deposit growth, funding mix, and capital deployment strategy for capital allocation efficiency

Oak Valley Bancorp (OVLY) Financial Metrics & Key Ratios

Revenue
$87.9M
Net Income
$23.9M
EPS (Diluted)
$2.88
Free Cash Flow
$24.6M
Total Assets
$2.0B
Cash Position
$232.2M

💡 AI Analyst Insight

The 27.9% 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.

OVLY Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 34.9%
Net Margin 27.2%
ROE 11.5%
ROA 1.2%
FCF Margin 27.9%

OVLY vs Finance Sector: How Oak Valley Bancorp Compares

How Oak Valley Bancorp compares to Finance sector averages

Net Margin
OVLY 27.2%
vs
Sector Avg 25.0%
OVLY Sector
ROE
OVLY 11.5%
vs
Sector Avg 12.0%
OVLY Sector
Current Ratio
OVLY 0.0x
vs
Sector Avg 1.2x
OVLY Sector
Debt/Equity
OVLY 0.0x
vs
Sector Avg 2.0x
OVLY Sector

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

Is Oak Valley Bancorp Stock Overvalued? OVLY Valuation Analysis 2026

Based on fundamental analysis, Oak Valley Bancorp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
11.5%
Sector avg: 12%
Net Profit Margin
27.2%
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.

Oak Valley Bancorp Balance Sheet: OVLY Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
89.7%
Interest Coverage
11.14x
Long-term Debt
N/A

OVLY Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Oak Valley Bancorp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $3.02 reflects profitable operations.

OVLY Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
27.9%
Free cash flow / Revenue

Oak Valley Bancorp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$28.7M
Cash generated from operations
Capital Expenditures
$4.1M
Investment in assets
Dividends Paid
$5.0M
Returned to shareholders

OVLY SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oak Valley Bancorp (CIK: 0001431567)

📋 Recent SEC Filings

Date Form Document Action
Mar 25, 2026 10-K ovly20251231_10k.htm View →
Mar 3, 2026 4 xslF345X05/rdgdoc.xml View →
Mar 3, 2026 4 xslF345X05/rdgdoc.xml View →
Mar 3, 2026 4 xslF345X05/rdgdoc.xml View →
Mar 3, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about OVLY

What is the AI rating for OVLY?

Oak Valley Bancorp (OVLY) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OVLY's key strengths?

Claude: Strong revenue growth of 17.8% YoY demonstrating market expansion and lending activity. Exceptional profitability margins with 34.9% operating margin and 27.2% net margin - top tier for regional banks.

What are the risks of investing in OVLY?

Claude: Net income declining 4.1% YoY despite 17.8% revenue growth - significant margin compression or expense control issues. EPS down 4.6% YoY suggesting profitability pressure and potential shareholder dilution.

What is OVLY's revenue and growth?

Oak Valley Bancorp reported revenue of $87.9M.

Does OVLY pay dividends?

Oak Valley Bancorp pays dividends, with $5.0M distributed to shareholders in the trailing twelve months.

Where can I find OVLY SEC filings?

Official SEC filings for Oak Valley Bancorp (CIK: 0001431567) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OVLY's EPS?

Oak Valley Bancorp has a diluted EPS of $2.88.

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 OVLY a good stock to buy right now?

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

Is OVLY stock overvalued or undervalued?

Valuation metrics for OVLY: ROE of 11.5% (sector avg: 12%), net margin of 27.2% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy OVLY stock in 2026?

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

What is OVLY's free cash flow?

Oak Valley Bancorp's operating cash flow is $28.7M, with capital expenditures of $4.1M. FCF margin is 27.9%.

How does OVLY compare to other Finance stocks?

Vs Finance sector averages: Net margin 27.2% (avg: 25%), ROE 11.5% (avg: 12%), current ratio N/A (avg: 1.2).

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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