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Third Coast Bancshares, Inc. (TCBX) Fundamental Analysis & AI Grade 2026

TCBX NYSE Savings Institutions, Not Federally Chartered TX CIK: 0001781730
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
78% Confidence
N/A
D
78% Conf
Pending
Analysis scheduled

📊 TCBX Key Takeaways

Revenue: $53.6M
Net Margin: 30.5%
Free Cash Flow: $-40.5M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.88
AI Grade: D with 78% confidence
Third Coast Bancshares, Inc. (TCBX) receives a D fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $53.6M, net profit margin of 30.5%, and return on equity (ROE) of 2.5%, Third Coast Bancshares, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete TCBX stock analysis for 2026.

Is Third Coast Bancshares, Inc. (TCBX) a Good Investment?

Claude

Despite exceptional operating margins (35.4%) and net margins (30.5%), Third Coast Bancshares exhibits critical financial distress indicators including negative operating cash flow (-38.7M), alarmingly low returns on assets (0.2%) and equity (2.5%), and severely inadequate interest coverage (0.2x). The massive 1330% YoY revenue growth coupled with modest 7.7% net income growth and persistent cash burn suggests fundamental operational challenges that profitability metrics fail to mask.

Third Coast Bancshares, Inc. Key Strengths (TCBX)

Claude
  • + Exceptional net margin of 30.5% and operating margin of 35.4%
  • + Solid equity base of 650.5M with zero long-term debt exposure
  • + Adequate liquidity with 425.2M in cash reserves

TCBX Stock Risks: Third Coast Bancshares, Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -38.7M indicates inability to generate cash from core banking operations
  • ! Dangerously low interest coverage ratio of 0.2x signals potential difficulty servicing obligations
  • ! Critically low ROE (2.5%) and ROA (0.2%) suggest severe asset quality issues or structural earning problems despite margin strength

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must turn positive
  • * Interest coverage ratio - requires improvement to sustainable levels above 2.0x
  • * Asset quality metrics (NPL ratio, loan loss provisions) - to diagnose source of low returns

Third Coast Bancshares, Inc. (TCBX) Financial Metrics & Key Ratios

Revenue
$53.6M
Net Income
$16.4M
EPS (Diluted)
$0.88
Free Cash Flow
$-40.5M
Total Assets
$6.6B
Cash Position
$425.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

TCBX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 35.4%
Net Margin 30.5%
ROE 2.5%
ROA 0.2%
FCF Margin -75.4%

TCBX vs Finance Sector: How Third Coast Bancshares, Inc. Compares

How Third Coast Bancshares, Inc. compares to Finance sector averages

Net Margin
TCBX 30.5%
vs
Sector Avg 25.0%
TCBX Sector
ROE
TCBX 2.5%
vs
Sector Avg 12.0%
TCBX Sector
Current Ratio
TCBX 0.0x
vs
Sector Avg 1.2x
TCBX Sector
Debt/Equity
TCBX 0.0x
vs
Sector Avg 2.0x
TCBX Sector

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

Is Third Coast Bancshares, Inc. Stock Overvalued? TCBX Valuation Analysis 2026

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

Return on Equity
2.5%
Sector avg: 12%
Net Profit Margin
30.5%
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.

Third Coast Bancshares, Inc. Balance Sheet: TCBX Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
90.1%
Interest Coverage
0.23x
Long-term Debt
N/A

TCBX Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Third Coast Bancshares, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.98 reflects profitable operations.

TCBX 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
-75.4%
Free cash flow / Revenue

Third Coast Bancshares, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$38.7M
Cash generated from operations
Capital Expenditures
$1.8M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Third Coast Bancshares, Inc. (CIK: 0001781730)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about TCBX

What is the AI rating for TCBX?

Third Coast Bancshares, Inc. (TCBX) has an AI grade of D with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TCBX's key strengths?

Claude: Exceptional net margin of 30.5% and operating margin of 35.4%. Solid equity base of 650.5M with zero long-term debt exposure.

What are the risks of investing in TCBX?

Claude: Negative operating cash flow of -38.7M indicates inability to generate cash from core banking operations. Dangerously low interest coverage ratio of 0.2x signals potential difficulty servicing obligations.

What is TCBX's revenue and growth?

Third Coast Bancshares, Inc. reported revenue of $53.6M.

Does TCBX pay dividends?

Third Coast Bancshares, Inc. does not currently pay dividends.

Where can I find TCBX SEC filings?

Official SEC filings for Third Coast Bancshares, Inc. (CIK: 0001781730) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TCBX's EPS?

Third Coast Bancshares, Inc. has a diluted EPS of $0.88.

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 TCBX's fundamental grade?

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

Is TCBX stock overvalued or undervalued?

Valuation metrics for TCBX: ROE of 2.5% (sector avg: 12%), net margin of 30.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is TCBX's AI grade for 2026?

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

What is TCBX's free cash flow?

Third Coast Bancshares, Inc.'s operating cash flow is $-38.7M, with capital expenditures of $1.8M. FCF margin is -75.4%.

How does TCBX compare to other Finance stocks?

Vs Finance sector averages: Net margin 30.5% (avg: 25%), ROE 2.5% (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 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI