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

SFBS NYSE State Commercial Banks DE CIK: 0001430723
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
48% Confidence
N/A
B
48% Conf
Pending
Analysis scheduled

📊 SFBS Key Takeaways

Revenue: $241.5M
Net Margin: 34.4%
Free Cash Flow: $68.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.52
AI Grade: B with 48% confidence
ServisFirst Bancshares, Inc. (SFBS) receives a B fundamental grade with 48% confidence from our AI analysis based on SEC 10-K filings. With revenue of $241.5M, net profit margin of 34.4%, and return on equity (ROE) of 4.3%, ServisFirst Bancshares, Inc. demonstrates mixed 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 strong topline growth (85% YoY) and maintains a fortress balance sheet with zero long-term debt, but fundamental banking metrics are deeply concerning with ROE of only 4.3%, ROA of 0.5%, and interest coverage at 0.8x—well below industry standards. The significant divergence between revenue and income growth suggests the expansion has come at substantial margin compression or integration costs.

ServisFirst Bancshares, Inc. Key Strengths (SFBS)

Claude
  • + Exceptional revenue growth of 85% YoY indicating strong market expansion or successful acquisition integration
  • + Clean balance sheet with no long-term debt, $1.5B in cash, and positive free cash flow of $68.6M
  • + Positive operating cash flow of $70.1M with 28.4% FCF margin demonstrates underlying cash generation capability

SFBS Stock Risks: ServisFirst Bancshares, Inc. Investment Risks

Claude
  • ! Critically low Return on Equity of 4.3% and Return on Assets of 0.5%, far below industry norms for banking sector
  • ! Interest coverage ratio of 0.8x indicates potential difficulty covering interest obligations from operating income
  • ! Net income growth of 21.7% sharply lags revenue growth of 85%, signaling margin compression and questions about growth quality

Key Metrics to Watch

Claude
  • * Return on Equity trajectory—must improve toward 8-10% minimum for banking sector viability
  • * Interest coverage ratio—critical that it sustains above 1.0x to demonstrate financial stability
  • * Net interest margin and operating expense ratio trends—essential to understand if margin compression is temporary or structural

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

Revenue
$241.5M
Net Income
$83.0M
EPS (Diluted)
$1.52
Free Cash Flow
$68.6M
Total Assets
$18.2B
Cash Position
$1.5B

💡 AI Analyst Insight

The 28.4% 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 41.8%
Net Margin 34.4%
ROE 4.3%
ROA 0.5%
FCF Margin 28.4%

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

How ServisFirst Bancshares, Inc. compares to Finance sector averages

Net Margin
SFBS 34.4%
vs
Sector Avg 25.0%
SFBS Sector
ROE
SFBS 4.3%
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
4.3%
Sector avg: 12%
Net Profit Margin
34.4%
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
89.5%
Interest Coverage
0.81x
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
28.4%
Free cash flow / Revenue

ServisFirst Bancshares, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$70.1M
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
May 26, 2026 8-K f8k_052626.htm View →
May 20, 2026 4 xslF345X06/primary_doc.xml View →
May 20, 2026 4 xslF345X06/primary_doc.xml View →
May 20, 2026 4 xslF345X06/primary_doc.xml View →
May 20, 2026 4 xslF345X06/primary_doc.xml View →

Frequently Asked Questions about SFBS

What is the AI rating for SFBS?

ServisFirst Bancshares, Inc. (SFBS) has an AI grade of B with 48% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SFBS's key strengths?

Claude: Exceptional revenue growth of 85% YoY indicating strong market expansion or successful acquisition integration. Clean balance sheet with no long-term debt, $1.5B in cash, and positive free cash flow of $68.6M.

What are the risks of investing in SFBS?

Claude: Critically low Return on Equity of 4.3% and Return on Assets of 0.5%, far below industry norms for banking sector. Interest coverage ratio of 0.8x indicates potential difficulty covering interest obligations from operating income.

What is SFBS's revenue and growth?

ServisFirst Bancshares, Inc. reported revenue of $241.5M.

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 $1.52.

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 SFBS's fundamental grade?

Based on our AI fundamental analysis in May 2026, ServisFirst Bancshares, Inc. has a B grade with 48% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SFBS stock overvalued or undervalued?

Valuation metrics for SFBS: ROE of 4.3% (sector avg: 12%), net margin of 34.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is SFBS's AI grade for 2026?

Our dual AI analysis gives ServisFirst Bancshares, Inc. a combined B grade 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 $70.1M, with capital expenditures of $1.5M. FCF margin is 28.4%.

How does SFBS compare to other Finance stocks?

Vs Finance sector averages: Net margin 34.4% (avg: 25%), ROE 4.3% (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: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI