← Back to All US Stocks

Bancorp, Inc. (TBBK) Stock Fundamental Analysis & AI Rating 2026

TBBK Nasdaq National Commercial Banks DE CIK: 0001295401
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
68% Confidence
N/A
SELL
68% Conf
Pending
Analysis scheduled

📊 TBBK Key Takeaways

Revenue: $129.8M
Net Margin: 46.3%
Free Cash Flow: $84.8M
Current Ratio: N/A
Debt/Equity: 0.02x
EPS: $1.41
AI Rating: SELL with 68% confidence
Bancorp, Inc. (TBBK) receives a SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $129.8M, net profit margin of 46.3%, and return on equity (ROE) of 8.6%, Bancorp, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete TBBK stock analysis for 2026.

Is Bancorp, Inc. (TBBK) a Good Investment?

Claude

Bancorp faces severe operational deterioration with 74.4% YoY revenue collapse and critically low interest coverage (0.9x), unable to service debt from operating income. While positive free cash flow ($84.8M) and minimal leverage (Debt/Equity 0.02x) provide some cushion, weak capital returns (ROA 0.6%, ROE 8.6%) and structural revenue decline pose significant fundamental concerns.

Why Buy Bancorp, Inc. Stock? TBBK Key Strengths

Claude
  • + Strong free cash flow generation ($84.8M with 65.3% FCF margin) despite revenue decline
  • + Minimal debt burden (0.02x Debt/Equity) provides financial flexibility and stability
  • + Maintained profitability ($60.1M net income) and positive earnings per share growth

TBBK Stock Risks: Bancorp, Inc. Investment Risks

Claude
  • ! Interest coverage ratio of 0.9x indicates inability to cover interest expense from operating income
  • ! Massive 74.4% YoY revenue decline signals structural deterioration in core banking operations
  • ! Weak return metrics (ROA 0.6%, ROE 8.6%) demonstrate poor capital efficiency and deployment

Key Metrics to Watch

Claude
  • * Interest coverage ratio sustainability and path back above 1.0x
  • * Revenue stabilization - whether decline continues or bottoms in coming quarters
  • * Operating cash flow sufficiency to cover capital needs and shareholder returns

Bancorp, Inc. (TBBK) Financial Metrics & Key Ratios

Revenue
$129.8M
Net Income
$60.1M
EPS (Diluted)
$1.41
Free Cash Flow
$84.8M
Total Assets
$9.9B
Cash Position
$67.2M

💡 AI Analyst Insight

The 65.3% 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.

TBBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 60.6%
Net Margin 46.3%
ROE 8.6%
ROA 0.6%
FCF Margin 65.3%

TBBK vs Finance Sector: How Bancorp, Inc. Compares

How Bancorp, Inc. compares to Finance sector averages

Net Margin
TBBK 46.3%
vs
Sector Avg 25.0%
TBBK Sector
ROE
TBBK 8.6%
vs
Sector Avg 12.0%
TBBK Sector
Current Ratio
TBBK 0.0x
vs
Sector Avg 1.2x
TBBK Sector
Debt/Equity
TBBK 0.0x
vs
Sector Avg 2.0x
TBBK Sector

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

Is Bancorp, Inc. Stock Overvalued? TBBK Valuation Analysis 2026

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

Return on Equity
8.6%
Sector avg: 12%
Net Profit Margin
46.3%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.02x
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.

Bancorp, Inc. Balance Sheet: TBBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.02x
Debt/Assets
93.0%
Interest Coverage
0.93x
Long-term Debt
$14.1M

TBBK Revenue & Earnings Growth: 5-Year Financial Trend

TBBK 5-year financial data: Year 2021: Revenue $9.4M, Net Income $51.6M, EPS $0.90. Year 2024: Revenue $116.8M, Net Income $130.2M, EPS $2.27. Year 2025: Revenue $141.1M, Net Income $192.3M, EPS $3.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bancorp, Inc.'s revenue has grown significantly by 1,405% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.49 reflects profitable operations.

TBBK 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
65.3%
Free cash flow / Revenue

Bancorp, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$85.2M
Cash generated from operations
Stock Buybacks
$50.3M
Shares repurchased (TTM)
Capital Expenditures
$468.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Bancorp, Inc. (CIK: 0001295401)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 10-Q tbbk-20260331x10q.htm View →
May 5, 2026 4 xslF345X06/ownership.xml View →
Apr 30, 2026 4 xslF345X06/ownership.xml View →
Apr 30, 2026 4 xslF345X06/ownership.xml View →
Apr 23, 2026 8-K bancorp8k.htm View →

Frequently Asked Questions about TBBK

What is the AI rating for TBBK?

Bancorp, Inc. (TBBK) has an AI rating of SELL with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TBBK's key strengths?

Claude: Strong free cash flow generation ($84.8M with 65.3% FCF margin) despite revenue decline. Minimal debt burden (0.02x Debt/Equity) provides financial flexibility and stability.

What are the risks of investing in TBBK?

Claude: Interest coverage ratio of 0.9x indicates inability to cover interest expense from operating income. Massive 74.4% YoY revenue decline signals structural deterioration in core banking operations.

What is TBBK's revenue and growth?

Bancorp, Inc. reported revenue of $129.8M.

Does TBBK pay dividends?

Bancorp, Inc. does not currently pay dividends.

Where can I find TBBK SEC filings?

Official SEC filings for Bancorp, Inc. (CIK: 0001295401) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TBBK's EPS?

Bancorp, Inc. has a diluted EPS of $1.41.

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 TBBK a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Bancorp, Inc. has a SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TBBK stock overvalued or undervalued?

Valuation metrics for TBBK: ROE of 8.6% (sector avg: 12%), net margin of 46.3% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy TBBK stock in 2026?

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

What is TBBK's free cash flow?

Bancorp, Inc.'s operating cash flow is $85.2M, with capital expenditures of $468.0K. FCF margin is 65.3%.

How does TBBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 46.3% (avg: 25%), ROE 8.6% (avg: 12%), current ratio N/A (avg: 1.2).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% DT 92% DECK 92% DAVEW 92% ANET 88% RDDT 88% KNSL 88% MGRE 88%
Sector: All Finance Stocks →
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