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Provident Financial Services Inc. (PFS) Stock Fundamental Analysis & AI Rating 2026

PFS NYSE Savings Institution, Federally Chartered DE CIK: 0001178970
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
STRONG SELL
78% Conf
Pending
Analysis scheduled

📊 PFS Key Takeaways

Revenue: $73.1M
Net Margin: 398.3%
Free Cash Flow: $430.7M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $2.23
AI Rating: STRONG SELL with 78% confidence
Provident Financial Services Inc. (PFS) receives a STRONG SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $73.1M, net profit margin of 398.3%, and return on equity (ROE) of 10.3%, Provident Financial Services Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete PFS stock analysis for 2026.

Is Provident Financial Services Inc. (PFS) a Good Investment?

Claude

PFS exhibits severely impaired core business fundamentals with a catastrophic 94.3% YoY revenue decline, indicating structural deterioration in the primary lending/deposit operations. Elevated profitability metrics appear driven by non-operating gains rather than sustainable business performance, while weak interest coverage (2.3x) and depleted cash position ($209.1M on $25B assets) raise financial stability concerns for a savings institution.

Why Buy Provident Financial Services Inc. Stock? PFS Key Strengths

Claude
  • + Substantial operating cash flow generation of $442.3M with healthy free cash flow conversion
  • + Conservative leverage with 0.00x debt/equity ratio and minimal long-term debt burden
  • + Adequate equity cushion at 11.2% of total assets provides moderate capital adequacy

PFS Stock Risks: Provident Financial Services Inc. Investment Risks

Claude
  • ! Catastrophic 94.3% YoY revenue collapse indicates severe impairment of core lending/deposit business
  • ! Interest coverage ratio of only 2.3x is dangerously low for a financial institution and limits debt servicing capacity
  • ! Profitability metrics appear distorted by one-time gains; unsustainable business model suggested by operating income exceeding revenue
  • ! Critically low cash position of $209.1M relative to $25B asset base creates liquidity vulnerability

Key Metrics to Watch

Claude
  • * Net interest income trend and deposit base stability
  • * Composition and sustainability of operating gains driving reported profitability
  • * Loan loss provisions and asset quality indicators in next filing
  • * Cash position recovery and liquidity ratios

Provident Financial Services Inc. (PFS) Financial Metrics & Key Ratios

Revenue
$73.1M
Net Income
$291.2M
EPS (Diluted)
$2.23
Free Cash Flow
$430.7M
Total Assets
$25.0B
Cash Position
$209.1M

💡 AI Analyst Insight

The 589.2% 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.

PFS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 558.3%
Net Margin 398.3%
ROE 10.3%
ROA 1.2%
FCF Margin 589.2%

PFS vs Finance Sector: How Provident Financial Services Inc. Compares

How Provident Financial Services Inc. compares to Finance sector averages

Net Margin
PFS 398.3%
vs
Sector Avg 25.0%
PFS Sector
ROE
PFS 10.3%
vs
Sector Avg 12.0%
PFS Sector
Current Ratio
PFS 0.0x
vs
Sector Avg 1.2x
PFS Sector
Debt/Equity
PFS 0.0x
vs
Sector Avg 2.0x
PFS Sector

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

Is Provident Financial Services Inc. Stock Overvalued? PFS Valuation Analysis 2026

Based on fundamental analysis, Provident Financial Services Inc. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
10.3%
Sector avg: 12%
Net Profit Margin
398.3%
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.

Provident Financial Services Inc. Balance Sheet: PFS Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.7%
Interest Coverage
2.31x
Long-term Debt
N/A

PFS Revenue & Earnings Growth: 5-Year Financial Trend

PFS 5-year financial data: Year 2021: Revenue $57.6M, Net Income $112.6M, EPS $1.74. Year 2022: Revenue $57.6M, Net Income $97.0M, EPS $1.39. Year 2023: Revenue $57.6M, Net Income $167.9M, EPS $2.19. Year 2024: Revenue $68.3M, Net Income $175.6M, EPS $2.35. Year 2025: Revenue $73.1M, Net Income $128.4M, EPS $1.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Provident Financial Services Inc.'s revenue has grown significantly by 27% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.71 reflects profitable operations.

PFS 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
589.2%
Free cash flow / Revenue

PFS Quarterly Earnings & Performance

Quarterly financial performance data for Provident Financial Services Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $17.7M $46.4M $0.36
Q2 2025 $17.6M -$11.5M $-0.11
Q1 2025 $16.3M $32.1M $0.43
Q3 2024 $14.2M $28.5M $0.36
Q2 2024 $14.6M -$11.5M $-0.11
Q1 2024 $15.1M $32.1M $0.43
Q3 2023 $13.7M $28.5M $0.38
Q2 2023 $13.8M $32.0M $0.43

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Provident Financial Services Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$442.3M
Cash generated from operations
Capital Expenditures
$11.5M
Investment in assets
Dividends Paid
$125.9M
Returned to shareholders

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

Access official SEC EDGAR filings for Provident Financial Services Inc. (CIK: 0001178970)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 DEF 14A pfs014746-def14a.htm View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772748595.xml View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772748209.xml View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772747074.xml View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772746923.xml View →

Frequently Asked Questions about PFS

What is the AI rating for PFS?

Provident Financial Services Inc. (PFS) has an AI rating of STRONG SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PFS's key strengths?

Claude: Substantial operating cash flow generation of $442.3M with healthy free cash flow conversion. Conservative leverage with 0.00x debt/equity ratio and minimal long-term debt burden.

What are the risks of investing in PFS?

Claude: Catastrophic 94.3% YoY revenue collapse indicates severe impairment of core lending/deposit business. Interest coverage ratio of only 2.3x is dangerously low for a financial institution and limits debt servicing capacity.

What is PFS's revenue and growth?

Provident Financial Services Inc. reported revenue of $73.1M.

Does PFS pay dividends?

Provident Financial Services Inc. pays dividends, with $125.9M distributed to shareholders in the trailing twelve months.

Where can I find PFS SEC filings?

Official SEC filings for Provident Financial Services Inc. (CIK: 0001178970) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PFS's EPS?

Provident Financial Services Inc. has a diluted EPS of $2.23.

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 PFS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Provident Financial Services Inc. has a STRONG SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PFS stock overvalued or undervalued?

Valuation metrics for PFS: ROE of 10.3% (sector avg: 12%), net margin of 398.3% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy PFS stock in 2026?

Our dual AI analysis gives Provident Financial Services Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is PFS's free cash flow?

Provident Financial Services Inc.'s operating cash flow is $442.3M, with capital expenditures of $11.5M. FCF margin is 589.2%.

How does PFS compare to other Finance stocks?

Vs Finance sector averages: Net margin 398.3% (avg: 25%), ROE 10.3% (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 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI