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ServisFirst Bancshares, Inc. (SFBS) Stock Fundamental Analysis & AI Rating 2026

SFBS NYSE State Commercial Banks DE CIK: 0001430723
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 SFBS Key Takeaways

Revenue: $990.4M
Net Margin: 27.9%
Free Cash Flow: $353.7M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $5.06
AI Rating: BUY with 78% confidence
ServisFirst Bancshares, Inc. (SFBS) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $990.4M, net profit margin of 27.9%, and return on equity (ROE) of 15.0%, ServisFirst Bancshares, Inc. demonstrates strong fundamentals in the Finance sector. Below is our complete SFBS stock analysis for 2026.

Is ServisFirst Bancshares, Inc. (SFBS) a Good Investment?

Claude

ServisFirst demonstrates exceptional fundamental strength with 27.9% net margins, zero debt, and $353.7M in free cash flow generation. However, revenue growth of 85.1% significantly outpacing net income growth of 21.7% suggests margin compression that warrants monitoring of loan yield sustainability and operational efficiency.

Why Buy ServisFirst Bancshares, Inc. Stock? SFBS Key Strengths

Claude
  • + Exceptional free cash flow generation ($353.7M with 35.7% FCF margin) demonstrates operational excellence and capital generation capability
  • + Zero leverage (0.00x debt/equity) provides substantial financial flexibility and downside protection
  • + High-quality profitability with 27.9% net margin and 34.5% operating margin well above banking industry averages
  • + Solid ROE of 15.0% indicates effective deployment of shareholder capital
  • + Strong operating cash flow of $355.2M covers minimal capital requirements with significant surplus

SFBS Stock Risks: ServisFirst Bancshares, Inc. Investment Risks

Claude
  • ! Divergence between revenue growth (85.1% YoY) and net income growth (21.7% YoY) indicates potential margin compression or one-time items requiring investigation
  • ! Interest coverage ratio of 2.8x is moderate; vulnerability to rising rate environments or credit quality deterioration
  • ! Exceptionally high revenue growth rate (85%) is unlikely sustainable and may reflect acquisition activity rather than organic growth
  • ! As a commercial bank, exposure to credit cycle risk and potential loan loss provisions if economic conditions deteriorate

Key Metrics to Watch

Claude
  • * Net Interest Margin (NIM) trends and net interest income sustainability
  • * Non-performing loan ratio and loan loss provision levels
  • * Loan-to-deposit ratio and funding stability
  • * Efficiency ratio and operating expense control as scale increases

ServisFirst Bancshares, Inc. (SFBS) Financial Metrics & Key Ratios

Revenue
$990.4M
Net Income
$276.6M
EPS (Diluted)
$5.06
Free Cash Flow
$353.7M
Total Assets
$17.7B
Cash Position
$1.5B

💡 AI Analyst Insight

The 35.7% 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.

SFBS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 34.5%
Net Margin 27.9%
ROE 15.0%
ROA 1.6%
FCF Margin 35.7%

SFBS vs Finance Sector: How ServisFirst Bancshares, Inc. Compares

How ServisFirst Bancshares, Inc. compares to Finance sector averages

Net Margin
SFBS 27.9%
vs
Sector Avg 25.0%
SFBS Sector
ROE
SFBS 15.0%
vs
Sector Avg 12.0%
SFBS Sector
Current Ratio
SFBS 0.0x
vs
Sector Avg 1.2x
SFBS Sector
Debt/Equity
SFBS 0.0x
vs
Sector Avg 2.0x
SFBS Sector

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

Is ServisFirst Bancshares, Inc. Stock Overvalued? SFBS Valuation Analysis 2026

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

Return on Equity
15.0%
Sector avg: 12%
Net Profit Margin
27.9%
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.

ServisFirst Bancshares, Inc. Balance Sheet: SFBS Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
89.6%
Interest Coverage
2.75x
Long-term Debt
N/A

SFBS Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: ServisFirst Bancshares, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $3.79 reflects profitable operations.

SFBS 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
35.7%
Free cash flow / Revenue

ServisFirst Bancshares, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$355.2M
Cash generated from operations
Capital Expenditures
$1.5M
Investment in assets
Dividends Paid
$73.2M
Returned to shareholders

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

Access official SEC EDGAR filings for ServisFirst Bancshares, Inc. (CIK: 0001430723)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 DEF 14A sfbs20260401_def14a.htm View →
Mar 30, 2026 4 xslF345X06/primary_doc.xml View →
Mar 24, 2026 4 xslF345X06/primary_doc.xml View →
Mar 16, 2026 8-K f8k_031626.htm View →
Mar 13, 2026 4 xslF345X05/primary_doc.xml View →

Frequently Asked Questions about SFBS

What is the AI rating for SFBS?

ServisFirst Bancshares, Inc. (SFBS) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SFBS's key strengths?

Claude: Exceptional free cash flow generation ($353.7M with 35.7% FCF margin) demonstrates operational excellence and capital generation capability. Zero leverage (0.00x debt/equity) provides substantial financial flexibility and downside protection.

What are the risks of investing in SFBS?

Claude: Divergence between revenue growth (85.1% YoY) and net income growth (21.7% YoY) indicates potential margin compression or one-time items requiring investigation. Interest coverage ratio of 2.8x is moderate; vulnerability to rising rate environments or credit quality deterioration.

What is SFBS's revenue and growth?

ServisFirst Bancshares, Inc. reported revenue of $990.4M.

Does SFBS pay dividends?

ServisFirst Bancshares, Inc. pays dividends, with $73.2M distributed to shareholders in the trailing twelve months.

Where can I find SFBS SEC filings?

Official SEC filings for ServisFirst Bancshares, Inc. (CIK: 0001430723) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SFBS's EPS?

ServisFirst Bancshares, Inc. has a diluted EPS of $5.06.

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 SFBS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, ServisFirst Bancshares, Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is SFBS stock overvalued or undervalued?

Valuation metrics for SFBS: ROE of 15.0% (sector avg: 12%), net margin of 27.9% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy SFBS stock in 2026?

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

What is SFBS's free cash flow?

ServisFirst Bancshares, Inc.'s operating cash flow is $355.2M, with capital expenditures of $1.5M. FCF margin is 35.7%.

How does SFBS compare to other Finance stocks?

Vs Finance sector averages: Net margin 27.9% (avg: 25%), ROE 15.0% (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: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI