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Smartfinancial Inc.. (SMBK) Fundamental Analysis & AI Grade 2026

SMBK NYSE National Commercial Banks TN CIK: 0001038773
Updated This Month • Analysis: May 12, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 SMBK Key Takeaways

Revenue: $45.9M
Net Margin: 29.8%
Free Cash Flow: $10.2M
Current Ratio: N/A
Debt/Equity: 0.01x
EPS: $0.81
AI Grade: C with 78% confidence
Smartfinancial Inc.. (SMBK) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $45.9M, net profit margin of 29.8%, and return on equity (ROE) of 2.4%, Smartfinancial Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete SMBK stock analysis for 2026.

Is Smartfinancial Inc.. (SMBK) a Good Investment?

Claude

SmartFinancial exhibits a concerning disconnect between explosive revenue growth (383.5% YoY) and flat net income (0% YoY), signaling potential asset quality deterioration or significant one-time items masking operational weakness. Despite strong 29.8% net margins, critically low ROE of 2.4% and ROA of 0.2%, combined with inadequate interest coverage of 0.6x, indicate the bank is generating substandard returns and struggling with profitability relative to its asset base.

Smartfinancial Inc.. Key Strengths (SMBK)

Claude
  • + Strong operating margin of 36.5% demonstrates cost control capabilities
  • + Minimal leverage with 0.01x debt-to-equity ratio and only $3.2M long-term debt provides financial stability
  • + Positive free cash flow of $10.2M with 22.1% FCF margin supports dividend sustainability and capital flexibility

SMBK Stock Risks: Smartfinancial Inc.. Investment Risks

Claude
  • ! Interest coverage ratio of 0.6x indicates operating income cannot fully cover interest expenses, signaling margin compression or rising funding costs
  • ! ROE of 2.4% and ROA of 0.2% are severely depressed for a financial institution and well below peer averages, indicating poor capital efficiency
  • ! Revenue growth of 383.5% paired with 0% earnings growth suggests one-time gains, loan loss provisions, or deteriorating credit quality masking operational strain
  • ! Flat net income despite massive revenue growth indicates inability to convert growth into bottom-line results

Key Metrics to Watch

Claude
  • * Net Interest Margin trend and funding cost evolution
  • * Provision for loan losses as percentage of revenues
  • * Return on Equity progression toward industry benchmarks (8-12%)
  • * Interest coverage ratio improvement toward sustainable 1.5x+ levels

Smartfinancial Inc.. (SMBK) Financial Metrics & Key Ratios

Revenue
$45.9M
Net Income
$13.7M
EPS (Diluted)
$0.81
Free Cash Flow
$10.2M
Total Assets
$5.9B
Cash Position
$346.1M

💡 AI Analyst Insight

The 22.1% 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.

SMBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 36.5%
Net Margin 29.8%
ROE 2.4%
ROA 0.2%
FCF Margin 22.1%

SMBK vs Finance Sector: How Smartfinancial Inc.. Compares

How Smartfinancial Inc.. compares to Finance sector averages

Net Margin
SMBK 29.8%
vs
Sector Avg 25.0%
SMBK Sector
ROE
SMBK 2.4%
vs
Sector Avg 12.0%
SMBK Sector
Current Ratio
SMBK 0.0x
vs
Sector Avg 1.2x
SMBK Sector
Debt/Equity
SMBK 0.0x
vs
Sector Avg 2.0x
SMBK Sector

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

Is Smartfinancial Inc.. Stock Overvalued? SMBK Valuation Analysis 2026

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

Return on Equity
2.4%
Sector avg: 12%
Net Profit Margin
29.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
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.

Smartfinancial Inc.. Balance Sheet: SMBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.01x
Debt/Assets
90.5%
Interest Coverage
0.60x
Long-term Debt
$3.2M

SMBK Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Smartfinancial Inc..'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.69 reflects profitable operations.

SMBK 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
22.1%
Free cash flow / Revenue

Smartfinancial Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$16.4M
Cash generated from operations
Stock Buybacks
$3.0M
Shares repurchased (TTM)
Capital Expenditures
$6.2M
Investment in assets
Dividends Paid
$1.4M
Returned to shareholders

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

Access official SEC EDGAR filings for Smartfinancial Inc.. (CIK: 0001038773)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 8-K smbk-20260521x8k.htm View →
May 20, 2026 4 xslF345X06/form4-05202026_050501.xml View →
May 20, 2026 4 xslF345X06/form4-05202026_050501.xml View →
May 20, 2026 4 xslF345X06/form4-05202026_040501.xml View →
May 11, 2026 10-Q smbk-20260331x10q.htm View →

Frequently Asked Questions about SMBK

What is the AI rating for SMBK?

Smartfinancial Inc.. (SMBK) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SMBK's key strengths?

Claude: Strong operating margin of 36.5% demonstrates cost control capabilities. Minimal leverage with 0.01x debt-to-equity ratio and only $3.2M long-term debt provides financial stability.

What are the risks of investing in SMBK?

Claude: Interest coverage ratio of 0.6x indicates operating income cannot fully cover interest expenses, signaling margin compression or rising funding costs. ROE of 2.4% and ROA of 0.2% are severely depressed for a financial institution and well below peer averages, indicating poor capital efficiency.

What is SMBK's revenue and growth?

Smartfinancial Inc.. reported revenue of $45.9M.

Does SMBK pay dividends?

Smartfinancial Inc.. pays dividends, with $1.4M distributed to shareholders in the trailing twelve months.

Where can I find SMBK SEC filings?

Official SEC filings for Smartfinancial Inc.. (CIK: 0001038773) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SMBK's EPS?

Smartfinancial Inc.. has a diluted EPS of $0.81.

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 SMBK's fundamental grade?

Based on our AI fundamental analysis in May 2026, Smartfinancial Inc.. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SMBK stock overvalued or undervalued?

Valuation metrics for SMBK: ROE of 2.4% (sector avg: 12%), net margin of 29.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is SMBK's AI grade for 2026?

Our dual AI analysis gives Smartfinancial Inc.. a combined C grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is SMBK's free cash flow?

Smartfinancial Inc..'s operating cash flow is $16.4M, with capital expenditures of $6.2M. FCF margin is 22.1%.

How does SMBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 29.8% (avg: 25%), ROE 2.4% (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 12, 2026 | Data as of: 2026-03-31 | Powered by Claude AI