National Commercial Banks · SIC 6021

PATHWARD FINANCIAL, INC.

CASH

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Latest revenue

$276.3M

as of 2026-03-31

Latest net income

$72.9M

as of 2026-03-31

Net margin

26.4%

as of 2026-03-31

Community sentiment

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CASH vs S&P 500 · rebased to 100

+9.1% / yr 10.6 pts / yr vs S&P 500(S&P 500 +19.7% / yr) 54.3% total
Compare:

Live market

delayed ≤15 min
$81.20
1.01%
Market cap
$1.71B
Enterprise value
$1.62B
P/E (trailing)
9.2×
Forward P/E
P/B
2.01×
Dividend yield
0.3%
52-wk high
$101.26
52-wk low
$65.93
Beta
Shares out
21.1M

What this company does

AI

Item 1. Business. General Pathward Financial, a registered bank holding company ("BHC") that has elected to be a financial holding company ("FHC"), was incorporated in Delaware on June 14, 1993. Pathward Financial's principal assets are all the issued and outstanding shares of the Bank, a chartered national bank, the accounts of which are insured up to applicable limits by the Federal Deposit Insurance Corporation ("FDIC") as administrator of the Deposit Insurance Fund (“DIF”). Unless the context otherwise requires, references herein to the Company include Pathward Financial and the Bank, and all subsidiaries of Pathward Financial, direct or indirect, on a consolidated basis. As a…

AI summary unavailable — showing raw filing excerpt

Generated from CASH's filing dated 2025-11-25

Key risks

AI

Table of Contents Item 1A. Risk Factors. We are subject to various risks, including those described below that, individually or in the aggregate, could cause our actual results to differ materially from expected or historical results. Our business could be harmed, perhaps materially, by any of these risks, as well as other risks that we have not identified, whether due to such risks not presently being known to us, because we do not currently believe such risks to be material, or otherwise. The trading price of our common stock could decline due to any of these risks, and you may lose all or part of your investment. Moreover, certain events including geopolitical and financial market…

AI summary unavailable — showing raw filing excerpt

Generated from CASH's filing dated 2025-11-25

6.7
of 10

ActaClear Score

Above avg
#36 of 134 in National Commercial Banks
-0.1 · 5d
Profitability·25%
8.8
Growth·15%
3.2
Value·20%
6.0
Quality·20%
9.6
Momentum·20%
4.3

Computed from 5 years of SEC fundamentals + latest market data, ranked within National Commercial Banks (134 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 10, 2026.

0.29
Price / FV

Fair value · DCF

Deeply undervalued
~250% upside at this growth
9.8% / yr
-5%30%
Terminal growthWACC 9.7% · 10y forecast
Current price
$79.02
DCF fair value
$276
FCF base (last FY)
$185.87M
Net debt
$-1.29B
Methodology + caveats (click to expand)

Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.

Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:

  • Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
  • Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
  • WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
  • No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
  • Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
  • Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.

Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.

Historical multiples

How does CASH's current valuation compare to its own past?

Current P/E
9.2×
Own 5y average
6.8×
Own 5y median
7.5×
vs. own average
+35%
Industry 5y avg P/E
11.9×
Median P/E across the top 40 peers in National Commercial Banks by market cap, then averaged across 5 years.
vs. industry
-22%
PEG (this co.)
0.94
5y revenue CAGR
9.8%
Industry PEG
0.82
Industry 5y avg growth
14.5%
Current P/B
2.01×
Own 5y avg P/B
1.47×
Industry 5y avg P/B
1.26×
vs. industry P/B
+60%
P/B shown for bank names because P/E gets distorted by credit-cycle losses, non-cash depreciation, and reserve movements. Book equity is a more stable franchise-value signal here.
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.