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Timberland Bancorp Inc. (TSBK) Stock Fundamental Analysis & AI Rating 2026

TSBK Nasdaq Savings Institutions, Not Federally Chartered WA CIK: 0001046050
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
HOLD
68% Conf
Pending
Analysis scheduled

📊 TSBK Key Takeaways

Revenue: $27.2M
Net Margin: 30.2%
Free Cash Flow: $5.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.04
AI Rating: HOLD with 68% confidence
Timberland Bancorp Inc. (TSBK) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $27.2M, net profit margin of 30.2%, and return on equity (ROE) of 3.1%, Timberland Bancorp Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete TSBK stock analysis for 2026.

Is Timberland Bancorp Inc. (TSBK) a Good Investment?

Claude

Timberland Bancorp demonstrates strong revenue growth of 45.7% YoY, supported by a fortress balance sheet with zero debt and substantial liquidity. However, net income remained flat despite robust top-line expansion, indicating operational margin compression and concerning capital efficiency with ROE of only 3.1% and ROA of 0.4% — well below banking industry standards.

Why Buy Timberland Bancorp Inc. Stock? TSBK Key Strengths

Claude
  • + Revenue growth of 45.7% YoY shows strong business expansion
  • + Excellent net margin of 30.2% demonstrates pricing power
  • + Zero debt (Debt/Equity 0.00x) with $246.9M cash provides fortress balance sheet and financial flexibility
  • + EPS growth of 21.9% YoY supports per-share value creation
  • + Positive free cash flow generation of $5.6M with 20.5% FCF margin

TSBK Stock Risks: Timberland Bancorp Inc. Investment Risks

Claude
  • ! Critical margin compression: net income flat (0.0% YoY) despite 45.7% revenue growth signals rising expenses consuming gains
  • ! Severely depressed returns: ROE of 3.1% and ROA of 0.4% far below banking sector norms (typically 10%+ ROE), indicating poor capital deployment
  • ! Operational efficiency deteriorating with disconnect between revenue expansion and profit growth suggesting cost control issues
  • ! Low absolute earnings ($8.2M net income on $2.0B assets) relative to asset base indicates weak fundamental profitability

Key Metrics to Watch

Claude
  • * Net income growth trend and reconciliation with 45.7% revenue growth
  • * Return on equity trajectory toward 8%+ threshold for banking sector viability
  • * Operating expense ratio and cost-to-income trends
  • * Net interest margin (NIM) and loan yield dynamics

Timberland Bancorp Inc. (TSBK) Financial Metrics & Key Ratios

Revenue
$27.2M
Net Income
$8.2M
EPS (Diluted)
$1.04
Free Cash Flow
$5.6M
Total Assets
$2.0B
Cash Position
$246.9M

💡 AI Analyst Insight

The 20.5% 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.

TSBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin 30.2%
ROE 3.1%
ROA 0.4%
FCF Margin 20.5%

TSBK vs Finance Sector: How Timberland Bancorp Inc. Compares

How Timberland Bancorp Inc. compares to Finance sector averages

Net Margin
TSBK 30.2%
vs
Sector Avg 25.0%
TSBK Sector
ROE
TSBK 3.1%
vs
Sector Avg 12.0%
TSBK Sector
Current Ratio
TSBK 0.0x
vs
Sector Avg 1.2x
TSBK Sector
Debt/Equity
TSBK 0.0x
vs
Sector Avg 2.0x
TSBK Sector

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

Is Timberland Bancorp Inc. Stock Overvalued? TSBK Valuation Analysis 2026

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

Return on Equity
3.1%
Sector avg: 12%
Net Profit Margin
30.2%
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.

Timberland Bancorp Inc. Balance Sheet: TSBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
86.6%
Interest Coverage
N/A
Long-term Debt
N/A

TSBK Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Timberland Bancorp Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $3.29 reflects profitable operations.

TSBK 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
20.5%
Free cash flow / Revenue

Timberland Bancorp Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$6.1M
Cash generated from operations
Stock Buybacks
$1.0M
Shares repurchased (TTM)
Capital Expenditures
$505.0K
Investment in assets
Dividends Paid
$2.2M
Returned to shareholders

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

Access official SEC EDGAR filings for Timberland Bancorp Inc. (CIK: 0001046050)

📋 Recent SEC Filings

Date Form Document Action
Feb 9, 2026 4 xslF345X05/primary_doc.xml View →
Feb 6, 2026 4 xslF345X05/primary_doc.xml View →
Feb 6, 2026 4 xslF345X05/primary_doc.xml View →
Feb 6, 2026 10-Q tsbk-20251231.htm View →
Feb 4, 2026 4 xslF345X05/primary_doc.xml View →

Frequently Asked Questions about TSBK

What is the AI rating for TSBK?

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

What are TSBK's key strengths?

Claude: Revenue growth of 45.7% YoY shows strong business expansion. Excellent net margin of 30.2% demonstrates pricing power.

What are the risks of investing in TSBK?

Claude: Critical margin compression: net income flat (0.0% YoY) despite 45.7% revenue growth signals rising expenses consuming gains. Severely depressed returns: ROE of 3.1% and ROA of 0.4% far below banking sector norms (typically 10%+ ROE), indicating poor capital deployment.

What is TSBK's revenue and growth?

Timberland Bancorp Inc. reported revenue of $27.2M.

Does TSBK pay dividends?

Timberland Bancorp Inc. pays dividends, with $2.2M distributed to shareholders in the trailing twelve months.

Where can I find TSBK SEC filings?

Official SEC filings for Timberland Bancorp Inc. (CIK: 0001046050) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TSBK's EPS?

Timberland Bancorp Inc. has a diluted EPS of $1.04.

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 TSBK a good stock to buy right now?

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

Is TSBK stock overvalued or undervalued?

Valuation metrics for TSBK: ROE of 3.1% (sector avg: 12%), net margin of 30.2% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy TSBK stock in 2026?

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

What is TSBK's free cash flow?

Timberland Bancorp Inc.'s operating cash flow is $6.1M, with capital expenditures of $505.0K. FCF margin is 20.5%.

How does TSBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 30.2% (avg: 25%), ROE 3.1% (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 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI