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Pathfinder Bancorp, Inc. (PBHC) Fundamental Analysis & AI Grade 2026

PBHC Nasdaq State Commercial Banks MD CIK: 0001609065
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
85% Confidence
N/A
D
85% Conf
Pending
Analysis scheduled

📊 PBHC Key Takeaways

Revenue: $17.5M
Net Margin: 13.8%
Free Cash Flow: $-489.0K
Current Ratio: N/A
Debt/Equity: 0.10x
EPS: $0.47
AI Grade: D with 85% confidence
Pathfinder Bancorp, Inc. (PBHC) receives a D fundamental grade with 85% confidence from our AI analysis based on SEC 10-K filings. With revenue of $17.5M, net profit margin of 13.8%, and return on equity (ROE) of 2.0%, Pathfinder Bancorp, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete PBHC stock analysis for 2026.

Is Pathfinder Bancorp, Inc. (PBHC) a Good Investment?

Claude

Pathfinder Bancorp exhibits severely deteriorating fundamentals with net income collapsing 140% YoY despite 72.9% revenue growth, indicating profitability quality issues. Critical red flags include near-zero returns on capital (ROE 2%, ROA 0.2%), dangerously inadequate interest coverage (0.2x), and persistent negative operating cash flow, suggesting the company struggles to service debt and generate shareholder value.

Pathfinder Bancorp, Inc. Key Strengths (PBHC)

Claude
  • + Strong revenue growth of 72.9% YoY demonstrates market activity expansion
  • + Conservative leverage with Debt/Equity ratio of 0.10x provides financial flexibility
  • + Operating margin of 16.8% shows reasonable operational efficiency at the business unit level

PBHC Stock Risks: Pathfinder Bancorp, Inc. Investment Risks

Claude
  • ! Catastrophic net income decline of 140% YoY indicates severe profitability deterioration and potential structural business problems
  • ! Interest coverage ratio of 0.2x is critically low; company covers only 20% of interest obligations from operating income, suggesting solvency risk
  • ! Negative operating cash flow (-241K) and negative free cash flow (-489K) indicate the business is destroying capital and unsustainable without external funding

Key Metrics to Watch

Claude
  • * Operating cash flow trend and return to positive territory
  • * Net income trajectory and root cause of YoY decline
  • * Interest coverage ratio improvement and debt service capability

Pathfinder Bancorp, Inc. (PBHC) Financial Metrics & Key Ratios

Revenue
$17.5M
Net Income
$2.4M
EPS (Diluted)
$0.47
Free Cash Flow
$-489.0K
Total Assets
$1.4B
Cash Position
$39.2M

💡 AI Analyst Insight

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

PBHC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 16.8%
Net Margin 13.8%
ROE 2.0%
ROA 0.2%
FCF Margin -2.8%

PBHC vs Finance Sector: How Pathfinder Bancorp, Inc. Compares

How Pathfinder Bancorp, Inc. compares to Finance sector averages

Net Margin
PBHC 13.8%
vs
Sector Avg 25.0%
PBHC Sector
ROE
PBHC 2.0%
vs
Sector Avg 12.0%
PBHC Sector
Current Ratio
PBHC 0.0x
vs
Sector Avg 1.2x
PBHC Sector
Debt/Equity
PBHC 0.1x
vs
Sector Avg 2.0x
PBHC Sector

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

Is Pathfinder Bancorp, Inc. Stock Overvalued? PBHC Valuation Analysis 2026

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

Return on Equity
2.0%
Sector avg: 12%
Net Profit Margin
13.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.10x
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.

Pathfinder Bancorp, Inc. Balance Sheet: PBHC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.10x
Debt/Assets
91.3%
Interest Coverage
0.16x
Long-term Debt
$12.4M

PBHC Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Pathfinder Bancorp, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.80 reflects profitable operations.

PBHC 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
-2.8%
Free cash flow / Revenue

Pathfinder Bancorp, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$241.0K
Cash generated from operations
Capital Expenditures
$248.0K
Investment in assets
Dividends Paid
$138.0K
Returned to shareholders

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

Access official SEC EDGAR filings for Pathfinder Bancorp, Inc. (CIK: 0001609065)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 10-Q pbhc-20260331.htm View →
May 7, 2026 8-K form8k_050426.htm View →
May 6, 2026 4 xslF345X06/ownership.xml View →
May 6, 2026 4 xslF345X06/ownership.xml View →
May 6, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about PBHC

What is the AI rating for PBHC?

Pathfinder Bancorp, Inc. (PBHC) has an AI grade of D with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PBHC's key strengths?

Claude: Strong revenue growth of 72.9% YoY demonstrates market activity expansion. Conservative leverage with Debt/Equity ratio of 0.10x provides financial flexibility.

What are the risks of investing in PBHC?

Claude: Catastrophic net income decline of 140% YoY indicates severe profitability deterioration and potential structural business problems. Interest coverage ratio of 0.2x is critically low; company covers only 20% of interest obligations from operating income, suggesting solvency risk.

What is PBHC's revenue and growth?

Pathfinder Bancorp, Inc. reported revenue of $17.5M.

Does PBHC pay dividends?

Pathfinder Bancorp, Inc. pays dividends, with $0.1M distributed to shareholders in the trailing twelve months.

Where can I find PBHC SEC filings?

Official SEC filings for Pathfinder Bancorp, Inc. (CIK: 0001609065) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PBHC's EPS?

Pathfinder Bancorp, Inc. has a diluted EPS of $0.47.

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 PBHC's fundamental grade?

Based on our AI fundamental analysis in May 2026, Pathfinder Bancorp, Inc. has a D grade with 85% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PBHC stock overvalued or undervalued?

Valuation metrics for PBHC: ROE of 2.0% (sector avg: 12%), net margin of 13.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is PBHC's AI grade for 2026?

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

What is PBHC's free cash flow?

Pathfinder Bancorp, Inc.'s operating cash flow is $-241.0K, with capital expenditures of $248.0K. FCF margin is -2.8%.

How does PBHC compare to other Finance stocks?

Vs Finance sector averages: Net margin 13.8% (avg: 25%), ROE 2.0% (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 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI