First business financial services, inc. FBIZ.US Value Analysis

US StockFinancials
(Powered by Quartr Logo)

FBIZ Value Score

3

24

15

Average Growth
  • AI analysis rates FBIZ  with a medium value score of 3.
  • It is mainly due to  stable revenue growth, but with concerns regarding potential higher debt.
  • Over the past 3 months, FBIZ has maintained a consecutive value rating of 3.0, slightly higher than the rating of 2.3 over the past 3 years, indicating higher growth opportunities for enterprise value.
  • Compared to all stocks in the Financials sector, FBIZ has a medium value rating.

FBIZ Value Reference Factors

The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.

Update to 2025/05/03 (Weekly Update)

FBIZ Financial Forecast

Unit : USD

Update to 2025/5/9 (Quarterly Update)

FBIZ Earnings Table

Unit : USD

QTRNon-GAAP EPSEPS YoYEPS Surprise %SalesSales YoYSales Surprise %NPM
Current
1.32
26.9%
2.3%
40.84M
12.6%
1.8%
35%
2024Q3
1.43
24.3%
12.6%
41.15M
12.3%
4.7%
27.6%
2024Q2
1.24
6%
4.2%
38.07M
-25.3%
-1.8%
28.8%
2024Q1
1.23
25.5%
12.8%
37.97M
8.1%
1.9%
24.4%
2023Q4
1.04
-1%
-7.1%
36.27M
3.3%
-3.5%
26.7%

Update to 2025/5/10 (Quarterly Update)

FBIZ Historical Value Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

FBIZ Value Strategy Backtest

The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.

Entry
Exit

The Backtest Result of FBIZ from 2007/01 till Now

9.03%
Cumulative Return
0.53%
Annual Return
15.82%
Volatility
0.03
Sharpe Ratio

Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 2)

FBIZSectorUS Overall Market
Wining Rate50%59%54%
Avg Return3.2%53.4%72.8%
Avg Profit24.6%105.3%165.9%
Avg Loss-18.2%-21.8%-34.6%
Avg Risk-Reward Ratio135.1%484.1%479.2%

Update to 2025/5/9 (Daily Update)

Top 10 High Relevance to FBIZ Value Score