Should you drop your VersaBank (USA Stocks:VBNK) and Capital Bancorp (USA Stocks:CBNK) positions after an upsurge?

As we assess the financial health of Capital Bancorp (USA Stocks: CBNK), we note that the company's shares have reached a 52-week high of 27.17, significantly above the 200-day moving average of 20.49. This indicates a positive momentum in the stock, which might be an opportune time for investors to rebalance their holdings. The company boasts a robust net asset of $2.12 billion, providing a solid foundation for future growth. Furthermore, the company's cash flow from operations stands at a healthy $51.39 million, suggesting a strong operational efficiency. This is further corroborated by a low debt to equity ratio of 6.60%, indicating that the company has effectively managed its debt levels. However, it's important to consider the company's short ratio of 2.95, which suggests a relatively high level of short interest. Despite this, the short percent of 0.0062 is relatively low, suggesting that there isn't a significant bearish sentiment towards the stock. Capital Bancorp's current valuation stands at $181.18 million, which when compared to its market capitalization of $284.1 million, indicates a potential undervaluation. This, coupled with a price to book ratio of 1.58X, suggests that the stock might be undervalued, presenting a potential opportunity for investors. In conclusion, considering the positive momentum, strong financial health, and potential undervaluation, now might be an opportune time for investors to rebalance their holdings in Capital Bancorp. However, investors should also be mindful of the relatively high short ratio and conduct further research before making any investment decisions.

Further analysis

By examining the fundamental indicators between Capital Bancorp and VersaBank, we can assess the impact of market volatilities on the prices of both companies and determine if they can mitigate market risk when combined in one of your portfolios. Pair trading strategies can also be utilized, such as matching a long position in VersaBank with a short position in Capital Bancorp. For more information, please refer to our pair correlation module. Let's start by examining the assets. The asset utilization indicator refers to the revenue generated for every dollar of assets a company currently holds. Capital Bancorp has an asset utilization ratio of 8.0 percent, indicating that the company is generating $0.08 for each dollar of assets. An increasing asset utilization ratio suggests that Capital Bancorp is becoming more efficient with each dollar of assets it uses for its daily operations.
Published over a year ago
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Reviewed by Rifka Kats

As we navigate the financial landscape, the Banks-Regional industry presents an intriguing case study with Capital Bancorp (USA Stocks: CBNK) at the forefront. This NASDAQ-listed company, categorized under Financial Services, has been showing promising signs with a market capitalization of $284.1M and a current valuation of $181.18M. Despite a quarterly revenue growth decline of 4.5%, the company maintains a healthy operating margin of 0.33% and a positive operating income of $64.3M. The bank's interest income stands at $150.6M, and it boasts a retained earnings of $182.44M. Capital Bancorp's shares owned by insiders and institutions stand at 34.53% and 33.02% respectively, indicating strong internal confidence. With a beta of 0.4909, the stock shows less volatility compared to the market, and a Z Score of 1.62 suggests low bankruptcy risk. However, investors should note the company's debt to equity ratio of 6.60%, and the number of shares shorted at 62.27K. As we approach the fiscal year end in December, is it time to rebalance your holdings in Capital Bancorp and its peer VersaBank (USA Stocks: VBNK)? It appears that VersaBank is set to recover at a much quicker pace, as its share price today surged by 0.36%, compared to Capital Bancorp's 2.26%. While many traders are becoming overly engrossed in analyzing competition within the banking sector, it is quite rational to identify both Capital Bancorp and VersaBank as potential short-term investments. We are about to delve into some of the competitive aspects of both Capital Bancorp and VersaBank.
Investment perspective, in general, refers to a viewpoint or opinion regarding investment opportunity in Capital Bancorp. It encompasses the assessment of an investment's potential risks and rewards, and expectations for its performance over time. Several factors influence the investment perspective on Capital Bancorp, including investment goals, risk tolerance, time horizon, market conditions, and research and analysis. Investors have varying goals, such as capital preservation, income generation, or long-term growth. Risk tolerance plays a significant role in shaping an investor's perspective, with some being more risk-averse and others willing to take on higher risks for potential returns.

How important is Capital Bancorp's Liquidity

Capital Bancorp financial leverage refers to using borrowed capital as a funding source to finance Capital Bancorp ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Capital Bancorp financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Capital Bancorp's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Capital Bancorp's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Capital Bancorp's total debt and its cash.

Capital Bancorp Gross Profit

Capital Bancorp Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Capital Bancorp previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Capital Bancorp Gross Profit growth over the last 10 years. Please check Capital Bancorp's gross profit and other fundamental indicators for more details.

Breaking it down a bit more

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include product or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Let me now analyze Capital Bancorp revenue. Based on the latest financial disclosure, Capital Bancorp reported 169.98 M of revenue. This is 98.48% lower than that of the Banks sector and significantly higher than that of the Financials industry. The revenue for all United States stocks is 98.2% higher than that of Capital Bancorp. As for VersaBank we see revenue of 82.39 M, which is much higher than that of the Financials
Capital169.98 Million
Sector0.0
VersaBank82.39 Million
170 M
Capital
Sector
82.4 M
VersaBank
Capital Bancorp (USA Stocks: CBNK) has been making waves in the Banks-Regional industry.
With a market capitalization of $284.06M, the company has shown a net income of $41.8M and an operating income of $64.3M. Despite a quarterly revenue growth of -0.045, the company's revenue per share stands at $11.483, with total revenue amounting to $170M. The company's stock has seen a 52-week high of $27.1725 and a low of $15.2614, with a current valuation of $181.18M. The company's shares are majorly owned by institutions, accounting for 33.02% of the total shares. However, the number of shares shorted has seen a slight decrease from 69.1K in the prior month to 62.3K. The company's risk-adjusted performance is 0.1116, with a beta of 0.49, indicating a lower volatility compared to the market. Despite a probability of bankruptcy standing at 39.95%, the company's Z score is 1.62, suggesting financial stability. In conclusion, while Capital Bancorp has shown some negative indicators, its strong financial performance and lower volatility make it a potential candidate for portfolio rebalancing. However, investors should carefully consider the company's high probability of bankruptcy and negative quarterly revenue growth. .

Capital Bancorp implied volatility may change after the rise

As of today, the downside variance of Capital Bancorp has diminished to 3.16, suggesting a possible stabilization in the stock's price movement. This decrease in downside risk could potentially trigger a shift in the stock's implied volatility. Investors should closely monitor this situation, as an increase in implied volatility could indicate an impending price fluctuation. This scenario could offer both potential risks and opportunities for traders, contingent on their investment strategy and risk tolerance. Capital Bancorp exhibits relatively low volatility with a skewness of 0.91 and a kurtosis of 1.52. However, we recommend all investors to conduct their own research on Capital Bancorp to ensure all available information aligns with their expectations about its upside potential and anticipated future returns. Understanding varying market volatility trends often assists investors in timing the market. Proper utilization of volatility indicators allows traders to gauge Capital Bancorp's stock risk against market volatility during both bullish and bearish trends.
The heightened level of volatility that accompanies bear markets can directly affect Capital Bancorp's stock price while inducing stress for investors as they witness their share values plummet. This typically compels investors to rebalance their portfolios by purchasing different stocks as prices drop. In conclusion, the investment prospects of Capital Bancorp (CBNK) appear promising. The overall consensus among analysts is a 'Buy' with 3 strong buy recommendations. The target price estimates range from a low of $18 to a high of $22.5, with an average target price of $20.625, suggesting potential upside from the current market value of $19.92. The company's real value is estimated at $21.42, again indicating room for growth. However, investors should also consider the 2 hold recommendations and monitor the company's performance as we approach the fiscal year end in December. Based on these factors, Capital Bancorp stock could continue to be a profitable investment. .

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Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Raphi Shpitalnik do not own shares of Capital Bancorp. Please refer to our Terms of Use for any information regarding our disclosure principles.

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