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SBCF vs SFNC

SBCF
Seacoast Banking Corporation of Florida
NEUTRAL
Price
$32.73
Market Cap
$3.21B
Sector
Financial Services
AI Confidence
85%
SFNC
Simmons First National Corporation
BEARISH
Price
$21.52
Market Cap
$3.12B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
SBCF
20.85
SFNC
--
Forward P/E
SBCF
11.89
SFNC
9.88
P/B Ratio
SBCF
1.17
SFNC
0.91
P/S Ratio
SBCF
5.36
SFNC
38.36
EV/EBITDA
SBCF
--
SFNC
--

Profitability

Gross Margin
SBCF
0.0%
SFNC
0.0%
Operating Margin
SBCF
43.75%
SFNC
39.33%
Profit Margin
SBCF
24.21%
SFNC
0.0%
ROE
SBCF
5.53%
SFNC
-10.37%
ROA
SBCF
0.8%
SFNC
-1.4%

Growth

Revenue Growth
SBCF
32.4%
SFNC
24.1%
Earnings Growth
SBCF
-23.4%
SFNC
82.6%

Financial Health

Debt/Equity
SBCF
--
SFNC
--
Current Ratio
SBCF
--
SFNC
--
Quick Ratio
SBCF
--
SFNC
--

Dividends

Dividend Yield
SBCF
2.32%
SFNC
3.99%
Payout Ratio
SBCF
46.5%
SFNC
66.54%

AI Verdict

SBCF NEUTRAL

SBCF presents a conflicting profile with a stable Piotroski F-Score of 4/9 and a current price ($32.73) trading slightly above its Graham Number ($31.45) but significantly above its growth-based intrinsic value ($10.99). While revenue growth is robust at 32.40% YoY, this has not translated to the bottom line, as evidenced by a -23.40% decline in earnings growth and a low ROE of 5.53%. The stock is currently facing strong headwinds from bearish insider sentiment and a very weak technical trend (10/100), suggesting a potential peak in price momentum.

Strengths
Strong top-line revenue growth (32.40% YoY and 52.97% Q/Q)
Reasonable Price-to-Book ratio of 1.17
Sustainable dividend payout ratio of 46.50%
Risks
Negative YoY earnings growth (-23.40%) indicating margin compression
Low profitability metrics (ROE 5.53%, ROA 0.80%)
Bearish insider activity with multiple director/officer sales
SFNC BEARISH

The deterministic health baseline is critical, with a Piotroski F-Score of 1/9 indicating severe financial deterioration. Despite a recent price rally and strong YoY earnings growth, the company is reporting negative ROE (-10.37%) and ROA (-1.40%), suggesting fundamental instability. The stock trades at a discount to book value (P/B 0.91), which is a typical market reaction to the poor health metrics. The disconnect between the bullish analyst consensus and the failing deterministic scores suggests a high-risk profile.

Strengths
Trading below book value (P/B 0.91)
Strong YoY Revenue Growth (24.10%)
Significant YoY Earnings Growth (82.60%)
Risks
Critical financial health failure (Piotroski F-Score 1/9)
Negative Return on Equity (-10.37%)
Negative Return on Assets (-1.40%)

Compare Another Pair

SBCF vs SFNC: Head-to-Head Comparison

This page compares Seacoast Banking Corporation of Florida (SBCF) and Simmons First National Corporation (SFNC) 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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