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BMRC vs BWFG

BMRC
Bank of Marin Bancorp
NEUTRAL
Price
$26.42
Market Cap
$425.2M
Sector
Financial Services
AI Confidence
65%
BWFG
Bankwell Financial Group, Inc.
BULLISH
Price
$50.71
Market Cap
$404.5M
Sector
Financial Services
AI Confidence
70%

Valuation

P/E Ratio
BMRC
44.78
BWFG
11.4
Forward P/E
BMRC
11.51
BWFG
9.22
P/B Ratio
BMRC
0.95
BWFG
1.29
P/S Ratio
BMRC
4.39
BWFG
3.77
EV/EBITDA
BMRC
--
BWFG
--

Profitability

Gross Margin
BMRC
0.0%
BWFG
0.0%
Operating Margin
BMRC
33.43%
BWFG
49.98%
Profit Margin
BMRC
10.18%
BWFG
32.81%
ROE
BMRC
2.24%
BWFG
12.31%
ROA
BMRC
0.26%
BWFG
1.06%

Growth

Revenue Growth
BMRC
13.0%
BWFG
77.8%
Earnings Growth
BMRC
67.9%
BWFG
212.0%

Financial Health

Debt/Equity
BMRC
--
BWFG
--
Current Ratio
BMRC
--
BWFG
--
Quick Ratio
BMRC
--
BWFG
--

Dividends

Dividend Yield
BMRC
3.64%
BWFG
1.6%
Payout Ratio
BMRC
161.29%
BWFG
17.98%

AI Verdict

BMRC NEUTRAL

BMRC exhibits mixed financial health with a Piotroski F-Score of 4/9 indicating stable but not strong fundamentals, and no available Altman Z-Score limits distress risk assessment. The stock trades at a significant premium to both Graham Number ($19.22) and intrinsic value ($17.40), supported by strong recent earnings growth (YoY EPS +67.9%) and improving profitability trends. However, elevated P/E of 44.78, declining technical trend (10/100), and a dangerously high payout ratio of 161.29% raise sustainability concerns. Analyst target of $30.40 suggests upside, but inconsistent quarterly beats and weak insider sentiment constrain bullish conviction.

Strengths
Strong year-over-year earnings growth (67.9%) and recent acceleration in EPS (Q/Q +30.6%)
High dividend yield of 3.64%, above sector average and attractive in current rate environment
Price/Book ratio of 0.95 suggests shares trade near book value, typical for regional banks
Risks
Piotroski F-Score of 4/9 indicates borderline financial health with potential weakness in profitability, leverage, or operating efficiency
Extremely high payout ratio (161.29%) threatens dividend sustainability and capital retention
Current P/E of 44.78 is drastically above forward P/E and sector average (20.86), suggesting overvaluation near term
BWFG BULLISH

BWFG shows bullish fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Key strengths include strong valuation and growth metrics.

Strengths
Attractive valuation with P/E of 11.4
Strong profitability (32.8% margin)
Strong revenue growth of 77.8%
Risks
Weak financial trend (Piotroski F-Score: 3/9)

Compare Another Pair

BMRC vs BWFG: Head-to-Head Comparison

This page compares Bank of Marin Bancorp (BMRC) and Bankwell Financial Group, Inc. (BWFG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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