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Oak Valley Bancorp (OVLY) Fundamental Analysis & AI Grade 2026

OVLY Nasdaq State Commercial Banks CA CIK: 0001431567
Updated This Month • Analysis: May 13, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
70% Confidence
NEUTRAL
C
65% Conf
A
74% Conf

📊 OVLY Key Takeaways

Revenue: $22.2M
Net Margin: 23.9%
Free Cash Flow: $7.8M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.64
AI Grade: C with 65% confidence
Oak Valley Bancorp (OVLY) receives a B fundamental grade with 70% confidence from our AI analysis based on SEC 10-K filings. With revenue of $22.2M, net profit margin of 23.9%, and return on equity (ROE) of 2.6%, 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 exhibits strong operational execution with 17.8% revenue growth, fortress balance sheet (zero debt, $201.6M cash), and exceptional operating margins (30.6%). However, critically weak return metrics—ROE of 2.6% and ROA of 0.3%—indicate severe capital inefficiency unacceptable for shareholder returns, while declining EPS despite revenue growth signals deteriorating profitability quality.

ChatGPT

Oak Valley Bancorp shows resilient core profitability with 17.8% revenue growth, solid margins, and healthy ROA/ROE, supported by a debt‑free capital structure and ample liquidity. The modest EPS decline suggests margin compression and/or higher credit provisioning, but strong free cash flow and capital levels provide capacity to navigate funding and credit cycles.

Oak Valley Bancorp Key Strengths (OVLY)

Claude
  • + Zero long-term debt with pristine balance sheet providing maximum financial flexibility
  • + Strong revenue growth (+17.8% YoY) demonstrating market demand and business expansion
  • + Excellent free cash flow generation (35.3% FCF margin, $7.8M FCF) with minimal capital requirements
  • + High operating margins (30.6%) showing operational cost control
ChatGPT
  • + Double-digit revenue growth with strong operating and net margins
  • + Solid profitability (ROA 1.2%, ROE 11.5%) and healthy capital base
  • + No long-term debt, ample cash, and robust free cash flow

OVLY Stock Risks: Oak Valley Bancorp Investment Risks

Claude
  • ! Critically low ROE (2.6%) and ROA (0.3%) indicate poor capital deployment efficiency and returns far below acceptable investment thresholds
  • ! EPS declining (-4.6% YoY) despite revenue growth signals dilution, expense increases, or margin compression undermining profitability quality
  • ! Interest coverage ratio of 2.5x is adequate but leaves limited buffer for earnings stress or rate environment changes
ChatGPT
  • ! Net interest margin compression from rising deposit costs or rate shifts
  • ! Credit quality deterioration in the loan book (e.g., CRE/SMB) increasing provisions
  • ! Deposit competition or concentration impacting funding stability

Key Metrics to Watch

Claude
  • * Return on Equity (ROE) trend—must move toward 10%+ to justify capital employed
  • * Earnings per share growth relative to revenue growth—monitor for further dilution signals
  • * Net interest margin and loan yield trends—critical for banking profitability recovery
  • * Asset efficiency improvements—watch for margin expansion or asset reduction strategies
ChatGPT
  • * Net interest margin (NIM)
  • * Nonperforming assets and net charge-offs

Oak Valley Bancorp (OVLY) Financial Metrics & Key Ratios

Revenue
$22.2M
Net Income
$5.3M
EPS (Diluted)
$0.64
Free Cash Flow
$7.8M
Total Assets
$2.0B
Cash Position
$201.6M

💡 AI Analyst Insight

The 35.3% 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 30.6%
Net Margin 23.9%
ROE 2.6%
ROA 0.3%
FCF Margin 35.3%

OVLY vs Finance Sector: How Oak Valley Bancorp Compares

How Oak Valley Bancorp compares to Finance sector averages

Net Margin
OVLY 23.9%
vs
Sector Avg 25.0%
OVLY Sector
ROE
OVLY 2.6%
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
2.6%
Sector avg: 12%
Net Profit Margin
23.9%
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
2.47x
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
35.3%
Free cash flow / Revenue

Oak Valley Bancorp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$8.1M
Cash generated from operations
Capital Expenditures
$212.0K
Investment in assets
Dividends Paid
$3.1M
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
May 26, 2026 4 xslF345X06/rdgdoc.xml View →
May 12, 2026 4 xslF345X06/rdgdoc.xml View →
May 12, 2026 10-Q ovly20260331_10q.htm View →
May 6, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 30, 2026 4 xslF345X06/rdgdoc.xml View →

Frequently Asked Questions about OVLY

What is the AI rating for OVLY?

Oak Valley Bancorp (OVLY) has a Combined AI Grade of B from Claude (C) and ChatGPT (A) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OVLY's key strengths?

Claude: Zero long-term debt with pristine balance sheet providing maximum financial flexibility. Strong revenue growth (+17.8% YoY) demonstrating market demand and business expansion. ChatGPT: Double-digit revenue growth with strong operating and net margins. Solid profitability (ROA 1.2%, ROE 11.5%) and healthy capital base.

What are the risks of investing in OVLY?

Claude: Critically low ROE (2.6%) and ROA (0.3%) indicate poor capital deployment efficiency and returns far below acceptable investment thresholds. EPS declining (-4.6% YoY) despite revenue growth signals dilution, expense increases, or margin compression undermining profitability quality. ChatGPT: Net interest margin compression from rising deposit costs or rate shifts. Credit quality deterioration in the loan book (e.g., CRE/SMB) increasing provisions.

What is OVLY's revenue and growth?

Oak Valley Bancorp reported revenue of $22.2M.

Does OVLY pay dividends?

Oak Valley Bancorp pays dividends, with $3.1M 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 $0.64.

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 grade reflects both perspectives for balanced insights.

What is OVLY's fundamental grade?

Based on our AI fundamental analysis in May 2026, Oak Valley Bancorp has a B grade with 70% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is OVLY stock overvalued or undervalued?

Valuation metrics for OVLY: ROE of 2.6% (sector avg: 12%), net margin of 23.9% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is OVLY's AI grade for 2026?

Our dual AI analysis gives Oak Valley Bancorp a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OVLY's free cash flow?

Oak Valley Bancorp's operating cash flow is $8.1M, with capital expenditures of $212.0K. FCF margin is 35.3%.

How does OVLY compare to other Finance stocks?

Vs Finance sector averages: Net margin 23.9% (avg: 25%), ROE 2.6% (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: May 13, 2026 | Data as of: 2026-03-31 | Powered by Claude AI