Savings Institutions, Not Federally Chartered · SIC 6036

FB Bancorp, Inc. /MD/

FBLA

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Latest revenue

$13.7M

as of 2026-03-31

Latest net income

$119.0K

as of 2026-03-31

Net margin

0.9%

as of 2026-03-31

Community sentiment

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FBLA vs S&P 500 · rebased to 100

+12.4% / yr 7.2 pts / yr vs S&P 500(S&P 500 +19.7% / yr) 20.2% total
Compare:

Live market

delayed ≤15 min
$14.17
1.07%
Market cap
$2.3M
Enterprise value
$-3.9M
P/E (trailing)
1.8×
Forward P/E
P/B
0.01×
Dividend yield
0.0%
52-wk high
$14.33
52-wk low
$10.72
Beta
Shares out
161.5K

What this company does

AI

FB Bancorp is the Louisiana-based holding company for Fidelity Bank, a New Orleans community bank running 18 branches across southern Louisiana. It earns money primarily by taking deposits and lending them out, with commercial real estate (33%) and one-to-four-family residential mortgages (31%) as its largest loan categories. The company recently converted from mutual to stock form in October 2024, raising $198 million in its IPO, and has since divested its NOLA Lending mortgage division, which closed March 1, 2026.

Generated from FBLA's filing dated 2026-03-26

Key risks

AI
  • Geographic concentration: all 18 branches in southern Louisiana, exposing portfolio to hurricane/tropical storm risk and regional oil & gas economy.
  • Divested NOLA Lending mortgage division on March 1, 2026, eliminating secondary-market origination revenue stream and held-for-sale pipeline of $28.5M.
  • Commercial real estate is 33.4% of $744.9M loan portfolio with allowance for credit losses of just $6.3M (0.84% coverage).

Generated from FBLA's filing dated 2026-03-26

5.0
of 10

ActaClear Score

Neutral
#26 of 38 in Savings Institutions, Not Federally Chartered
+0.3 · 5d
Profitability·25%
3.6
Growth·15%
0.5
Value·20%
7.2
Quality·20%
Momentum·20%
8.1

Computed from 5 years of SEC fundamentals + latest market data, ranked within Savings Institutions, Not Federally Chartered (38 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 10, 2026.

0.03
Price / FV

Fair value · DCF

Deeply undervalued
~3003% upside at this growth
-5.0% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$14.08
DCF fair value
$437
FCF base (last FY)
$1.25M
Net debt
$-60.27M
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.