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Smartfinancial Inc.. (SMBK) Stock Fundamental Analysis & AI Rating 2026

SMBK NYSE National Commercial Banks TN CIK: 0001038773
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
HOLD
63% Conf
Pending
Analysis scheduled

📊 SMBK Key Takeaways

Revenue: $166.1M
Net Margin: 30.3%
Free Cash Flow: $59.3M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $2.98
AI Rating: HOLD with 63% confidence
Smartfinancial Inc.. (SMBK) receives a HOLD rating with 63% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $166.1M, net profit margin of 30.3%, and return on equity (ROE) of 9.1%, 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 exceptional revenue growth of 383.5% with strong operating margins (37%) and excellent free cash flow generation ($59.3M), but the disconnect between revenue expansion and flat net income growth raises profitability sustainability concerns. Low ROA of 0.9% despite $5.9B in assets and modest 2.2x interest coverage indicate operational inefficiencies and limited financial flexibility that require clarification before upgrading conviction.

Why Buy Smartfinancial Inc.. Stock? SMBK Key Strengths

Claude
  • + Exceptional revenue growth of 383.5% YoY signals significant business expansion
  • + High operating margin of 37% and net margin of 30.3% demonstrate strong pricing power and cost control
  • + Robust free cash flow of $59.3M with 35.7% FCF margin indicates quality earnings and cash conversion
  • + Conservative capital structure with 0.00x Debt/Equity ratio and minimal $1.3M long-term debt
  • + Strong cash position of $464.4M provides financial flexibility and buffer for operations

SMBK Stock Risks: Smartfinancial Inc.. Investment Risks

Claude
  • ! Net income growth of 0% YoY despite 383.5% revenue growth suggests one-time charges, acquisition integration costs, or margin compression that must be investigated
  • ! Very low ROA of 0.9% indicates poor capital efficiency for a $5.9B asset base and raises questions about asset quality or deployment
  • ! Interest coverage ratio of 2.2x is modest with limited cushion; deterioration would constrain financial flexibility
  • ! High leverage in balance sheet with $5.3B liabilities versus $552.4M equity; typical for banking but warrants monitoring for compliance risks
  • ! Sustainability of 383.5% revenue growth unclear—potential acquisition-driven or non-recurring revenue requires clarification

Key Metrics to Watch

Claude
  • * Net income growth trajectory and profitability margin trends—critical divergence from revenue growth must reverse
  • * Return on Assets (ROA) improvement—current 0.9% is concerning for asset-heavy banking operations
  • * Interest coverage ratio stability—must not deteriorate from 2.2x given limited cushion
  • * Quality and composition of revenue growth—confirm sustainability and organic versus inorganic contributions
  • * Asset quality and non-performing loan ratios—essential for banking sector credit risk assessment

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

Revenue
$166.1M
Net Income
$50.3M
EPS (Diluted)
$2.98
Free Cash Flow
$59.3M
Total Assets
$5.9B
Cash Position
$464.4M

💡 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.

SMBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 37.0%
Net Margin 30.3%
ROE 9.1%
ROA 0.9%
FCF Margin 35.7%

SMBK vs Finance Sector: How Smartfinancial Inc.. Compares

How Smartfinancial Inc.. compares to Finance sector averages

Net Margin
SMBK 30.3%
vs
Sector Avg 25.0%
SMBK Sector
ROE
SMBK 9.1%
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.. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
9.1%
Sector avg: 12%
Net Profit Margin
30.3%
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.

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

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
90.6%
Interest Coverage
2.19x
Long-term Debt
$1.3M

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
35.7%
Free cash flow / Revenue

Smartfinancial Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$61.7M
Cash generated from operations
Stock Buybacks
$3.0M
Shares repurchased (TTM)
Capital Expenditures
$2.4M
Investment in assets
Dividends Paid
$5.5M
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
Apr 7, 2026 DEF 14A smbk-20260521xdef14a.htm View →
Mar 31, 2026 8-K smbk-20260331x8k.htm View →
Mar 16, 2026 10-K smbk-20251231x10k.htm View →
Mar 11, 2026 4 xslF345X05/form4-03112026_050315.xml View →
Mar 11, 2026 4 xslF345X05/form4-03112026_050313.xml View →

Frequently Asked Questions about SMBK

What is the AI rating for SMBK?

Smartfinancial Inc.. (SMBK) has an AI rating of HOLD with 63% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SMBK's key strengths?

Claude: Exceptional revenue growth of 383.5% YoY signals significant business expansion. High operating margin of 37% and net margin of 30.3% demonstrate strong pricing power and cost control.

What are the risks of investing in SMBK?

Claude: Net income growth of 0% YoY despite 383.5% revenue growth suggests one-time charges, acquisition integration costs, or margin compression that must be investigated. Very low ROA of 0.9% indicates poor capital efficiency for a $5.9B asset base and raises questions about asset quality or deployment.

What is SMBK's revenue and growth?

Smartfinancial Inc.. reported revenue of $166.1M.

Does SMBK pay dividends?

Smartfinancial Inc.. pays dividends, with $5.5M 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 $2.98.

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 SMBK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Smartfinancial Inc.. has a HOLD rating with 63% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SMBK stock overvalued or undervalued?

Valuation metrics for SMBK: ROE of 9.1% (sector avg: 12%), net margin of 30.3% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy SMBK stock in 2026?

Our dual AI analysis gives Smartfinancial Inc.. a combined HOLD rating 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 $61.7M, with capital expenditures of $2.4M. FCF margin is 35.7%.

How does SMBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 30.3% (avg: 25%), ROE 9.1% (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 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI