Should I exit my Tompkins (USA Stocks:TMP) position?

Tompkins Financial, a player in the Banks-Regional industry, has been under scrutiny for its debt levels. The company's short and long-term debt totals a significant $532.6M, with long-term debt alone accounting for $291.3M. This is juxtaposed against a net debt of $454.8M. While the company's gross profit stands at a healthy $257.8M, the interest expense of $21M could be a potential concern for retail investors. The company's total cash from operating activities is $103.3M, which is a positive sign, but the change to account receivables shows a loss of $2.3M. The company's forward dividend yield is 0.0424, with a forward dividend rate of 2.4, which could be an attractive prospect for income-focused investors. However, the company's debt levels may be a potential concern, and investors should carefully consider this aspect before making investment decisions. Tompkins Financial is set to announce its earnings today, with the forthcoming quarterly report anticipated on July 28, 2023. The Market Capitalization of Tompkins Financial is currently relatively stable compared to the previous year, with a reported Market Capitalization of 1.12 billion last year. As of July 21, 2023, the Tangible Asset Value is projected to increase to approximately 7.6 billion, while Average Assets are expected to slightly exceed 7.7 billion. As the banking sector garners much interest, it's fair to characterize Tompkins Financial as a unique alternative. I will discuss a few potential reasons why retail investors may not currently favor this stock.
Published over a year ago
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Reviewed by Raphi Shpitalnik

Tompkins Financial Corporation carries a debt of $532.6 million, with a debt to equity (D/E) ratio of 10.05. This ratio suggests that Tompkins Financial may struggle to generate sufficient cash to meet all of its financial obligations. The asset utilization ratio is an indicator that measures the revenue earned for every dollar of assets a company has on its books. Tompkins Financial's asset utilization ratio stands at 4.02 percent, indicating that the company generates $0.0402 for every dollar of assets. An increasing asset utilization ratio signifies that Tompkins Financial is becoming more efficient in its use of assets for daily operations.

Progressive assessment

Tompkins Financial (USA Stocks: TMP) is a regional bank with a significant amount of leverage, as evidenced by its total liabilities and stockholders' equity of 7.7 billion. This high level of debt could potentially be a concern for retail investors, particularly if the company's risk profile worsens. The company's Total Risk Alpha of -0.2 suggests that it is currently underperforming in terms of risk-adjusted returns. On the positive side, Tompkins Financial has been able to generate significant cash flows from its financing activities, with other cash flows from financing activities amounting to 156 million. This indicates that the company has been successful in raising capital to fund its operations and service its debt. However, the company's mean deviation of 2.12 and maximum drawdown of 11.72 suggest that its stock price can be quite volatile, which could add to the risks associated with its high leverage. In conclusion, while Tompkins Financial's high leverage could potentially be a concern for retail investors, its strong cash flows and expected earnings per share (EPS) of 4.44 for the next year suggest that it may be able to manage its debt effectively. However, investors should be aware of the potential risks associated with the company's high leverage and stock price volatility.
Tompkins Financial financial leverage ratio helps determine the effect of debt on the overall profitability of the company. It measures the total debt position of Tompkins Financial, including all of Tompkins Financial's outstanding debt obligations, and compares it with the equity. In simple terms, the high financial leverage means the cost of production, together with running the business day-to-day, is high, whereas, lower financial leverage implies lower fixed cost investment in the business and generally considered by investors to be a good sign. So if creditors own a majority of Tompkins Financial assets, the company is considered highly leveraged. Understanding the composition and structure of overall Tompkins Financial debt and outstanding corporate bonds gives a good idea of how risky the capital structure of a business is and if it is worth investing in it. Please read more on our technical analysis page.

Understanding Tompkins Total Liabilities

Tompkins Financial liabilities are broken down into two parts on the balance sheet. These are short-term (or current) obligations and long-term debt. Tompkins Financial has to fulfill its short-term liabilities in this reporting year and should be no more than 12 months old. Long-term debt, on the other hand, is anything beyond the 12-month payment timeframe. Common short-term liabilities found on Tompkins Financial balance sheet include debt obligations and money owed to different Tompkins Financial vendors, workers, and loan providers. Below is the chart of Tompkins short long-term liabilities accounts currently reported on its balance sheet.
You can use Tompkins Financial financial leverage analysis tool to get a better grip on understanding its financial position

How important is Tompkins Financial's Liquidity

Tompkins Financial financial leverage refers to using borrowed capital as a funding source to finance Tompkins Financial ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Tompkins Financial 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 Tompkins Financial'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 Tompkins Financial'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 Tompkins Financial's total debt and its cash.

Breaking it down

The latest indifference towards the small price fluctuations of Tompkins Financial created some momentum for retail investors as it was traded today as low as 58.76 and as high as 61.4 per share. The company executives did not add any value to Tompkins Financial investors in June. However, most investors can still diversify their portfolios with Tompkins Financial to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.69. The current volatility is consistent with the ongoing market swings in June 2023 as well as with Tompkins Financial unsystematic, company-specific events.
 2020 2021 2022 2023 (projected)
PPandE Turnover3.583.683.934.38
Calculated Tax Rate20.421.9822.3828.13
Tompkins Financial (USA Stocks: TMP), a domestic financial services company, has been under scrutiny due to its debt levels. With a market capitalization of $879.26M and a current valuation of $1.14B, the company's net borrowings stand at $156.8M, while its short and long-term debt total is $532.6M.
This has led to a debt to equity ratio of 10.05%, which may be a potential concern for retail investors. The company's total stockholder equity is $616M, with retained earnings contributing $526.73M. Despite the high debt, the company has managed to maintain a positive EBIT of $130.6M and a net income applicable to common shares of $85M. However, the company's probability of bankruptcy stands at 42.89%, which may be alarming for some investors. On the brighter side, Tompkins Financial has a forward dividend rate of 2.4 and a dividend yield of 0.0424, which may be attractive for income-focused investors. The company's price to earnings ratio is 13.07X, which is relatively low, indicating that the stock may be undervalued. However, investors should carefully consider the company's debt levels and the potential risks associated with it. .

Our Tompkins analysis connotes possible reversion in August

Tompkins Financial's latest skewness has increased to over 0.59, indicating a potential deviation from the normal distribution of its returns. This asymmetry in the distribution of returns may suggest a potential reversion to the mean in the near term. Based on this statistical measure, our analysis suggests that Tompkins Financial could experience a possible reversion in August. Investors should monitor this stock closely, as it could present an opportunity for those looking to capitalize on short-term price movements. Tompkins Financial demonstrates very low volatility, with a skewness of 0.59 and a kurtosis of 0.41. However, we recommend investors to further study Tompkins Financial's technical indicators to ensure that all market information is available and reliable. Understanding different market volatility trends can often help investors time the market. Proper use of volatility indicators allows traders to measure Tompkins Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that accompanies bear markets can directly impact Tompkins Financial's stock price, adding stress to investors as they watch the value of their shares decrease. This typically prompts investors to rebalance their portfolios by purchasing different stocks as prices drop.

Our Takeaway on Tompkins Financial Investment

When is the right time to buy or sell Tompkins Financial? Buying stocks such as Tompkins Financial isn't very hard. However, what challenging for most investors is doing it at the right time. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities, deliver winning trades and diversify portfolios on a daily basis.
To conclude, as of the 21st of July 2023, our research shows that Tompkins Financial is a rather very steady investment opportunity with a very low probability of distress in the next two years. From a slightly different view, the entity currently appears to be fairly valued. Our primary 90 days buy vs. sell advice on the enterprise is Strong Hold.

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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 Gabriel Shpitalnik do not own shares of Tompkins Financial. Please refer to our Terms of Use for any information regarding our disclosure principles.

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