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Popular, Inc.. (BPOPM) Stock Fundamental Analysis & AI Rating 2026

BPOPM Nasdaq State Commercial Banks CIK: 0000763901
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
72% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
73% Conf

📊 BPOPM Key Takeaways

Revenue: $3.8B
Net Margin: 22.0%
Free Cash Flow: $681.0M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $12.30
AI Rating: BUY with 72% confidence
Popular, Inc.. (BPOPM) receives a BUY rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.8B, net profit margin of 22.0%, and return on equity (ROE) of 13.3%, Popular, Inc.. demonstrates strong fundamentals in the Finance sector. Below is our complete BPOPM stock analysis for 2026.

Is Popular, Inc.. (BPOPM) a Good Investment?

Claude

Popular, Inc. demonstrates solid fundamental strength with robust revenue growth of 48.9% YoY and healthy profitability metrics including a 22.0% net margin and 13.3% ROE. The company generates strong free cash flow of $681.0M with an 18.0% FCF margin, indicating quality earnings conversion and financial resilience as a regional commercial bank.

ChatGPT

POPULAR, INC. shows solid core fundamentals with strong absolute profitability, healthy returns on equity and assets, and robust free cash flow generation relative to revenue. The balance sheet appears adequately capitalized with meaningful equity against assets, but the quality of growth is mixed because revenue expanded sharply while net income was essentially flat. Overall, the company looks fundamentally sound, though future performance will depend on whether top-line growth converts into stronger bottom-line expansion.

Why Buy Popular, Inc.. Stock? BPOPM Key Strengths

Claude
  • + Exceptional revenue growth of 48.9% YoY demonstrates strong market expansion or integration success
  • + High net profit margin of 22.0% indicates efficient operations and strong pricing power in banking services
  • + Solid free cash flow generation of $681.0M with 18.0% FCF margin shows cash earnings quality exceeds net income
  • + Healthy ROE of 13.3% demonstrates effective use of shareholder capital
  • + Conservative leverage with 0.00x Debt/Equity ratio provides financial stability and capacity for growth
ChatGPT
  • + Strong profitability with $833.16M in net income, 22.0% net margin, 13.3% ROE, and 1.1% ROA
  • + Healthy cash generation with $878.45M operating cash flow and $680.99M free cash flow
  • + Large revenue growth of 48.9% YoY and a solid equity base of $6.25B supporting financial stability

BPOPM Stock Risks: Popular, Inc.. Investment Risks

Claude
  • ! Modest ROA of 1.1% suggests operational efficiency challenges common in asset-heavy banking business model
  • ! EPS growth of 43.7% significantly outpaces net income growth of 0.2%, indicating potential share buyback dependency or accounting benefits masking operational stagnation
  • ! Minimal cash position of $413.0M relative to $75.3B asset base indicates tight liquidity management typical of leveraged banking operations
  • ! High insider trading activity with 37 Form 4 filings in 90 days warrants monitoring for insider sentiment shifts
  • ! Net income essentially flat YoY (0.2% growth) despite revenue surge suggests margin compression or increased operating costs offsetting topline gains
ChatGPT
  • ! Net income grew only 0.2% YoY despite very strong revenue growth, suggesting margin pressure or weaker earnings conversion
  • ! Bank leverage and liquidity metrics provided are incomplete, limiting visibility into funding quality and balance-sheet risk
  • ! Future fundamentals are sensitive to credit quality, deposit costs, and provision trends that are not visible in the current dataset

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trend to assess core banking profitability sustainability
  • * Loan loss provisions and credit quality metrics as economic conditions evolve
  • * Deposit growth rates and funding cost pressures in rising rate environment
  • * ROA trajectory to confirm operational efficiency improvements beyond volume-driven growth
  • * Insider trading patterns and director stock transactions for management confidence signals
ChatGPT
  • * Net interest margin and provision for credit losses
  • * Deposit mix, capital ratios, and tangible equity trends

Popular, Inc.. (BPOPM) Financial Metrics & Key Ratios

Revenue
$3.8B
Net Income
$833.2M
EPS (Diluted)
$12.30
Free Cash Flow
$681.0M
Total Assets
$75.3B
Cash Position
$413.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BPOPM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin 22.0%
ROE 13.3%
ROA 1.1%
FCF Margin 18.0%

BPOPM vs Finance Sector: How Popular, Inc.. Compares

How Popular, Inc.. compares to Finance sector averages

Net Margin
BPOPM 22.0%
vs
Sector Avg 25.0%
BPOPM Sector
ROE
BPOPM 13.3%
vs
Sector Avg 12.0%
BPOPM Sector
Current Ratio
BPOPM 0.0x
vs
Sector Avg 1.2x
BPOPM Sector
Debt/Equity
BPOPM 0.0x
vs
Sector Avg 2.0x
BPOPM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Popular, Inc.. Stock Overvalued? BPOPM Valuation Analysis 2026

Based on fundamental analysis, Popular, Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
13.3%
Sector avg: 12%
Net Profit Margin
22.0%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Popular, Inc.. Balance Sheet: BPOPM Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
91.7%
Interest Coverage
N/A
Long-term Debt
N/A

BPOPM Revenue & Earnings Growth: 5-Year Financial Trend

BPOPM 5-year financial data: Year 2012: Revenue $756.1M, Net Income N/A, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Popular, Inc..'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $7.52 reflects profitable operations.

BPOPM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
18.0%
Free cash flow / Revenue

BPOPM Quarterly Earnings & Performance

Quarterly financial performance data for Popular, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2025 $37.4M $103.3M $1.43

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Popular, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$878.4M
Cash generated from operations
Stock Buybacks
-$362.8M
Shares repurchased (TTM)
Capital Expenditures
$197.5M
Investment in assets
Dividends Paid
$197.6M
Returned to shareholders

BPOPM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Popular, Inc.. (CIK: 0000763901)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 8-K d252454d8k.htm View →
Apr 2, 2026 4 xslF345X06/ownership.xml View →
Apr 2, 2026 4 xslF345X06/ownership.xml View →
Apr 2, 2026 4 xslF345X06/ownership.xml View →
Apr 2, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about BPOPM

What is the AI rating for BPOPM?

Popular, Inc.. (BPOPM) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BPOPM's key strengths?

Claude: Exceptional revenue growth of 48.9% YoY demonstrates strong market expansion or integration success. High net profit margin of 22.0% indicates efficient operations and strong pricing power in banking services. ChatGPT: Strong profitability with $833.16M in net income, 22.0% net margin, 13.3% ROE, and 1.1% ROA. Healthy cash generation with $878.45M operating cash flow and $680.99M free cash flow.

What are the risks of investing in BPOPM?

Claude: Modest ROA of 1.1% suggests operational efficiency challenges common in asset-heavy banking business model. EPS growth of 43.7% significantly outpaces net income growth of 0.2%, indicating potential share buyback dependency or accounting benefits masking operational stagnation. ChatGPT: Net income grew only 0.2% YoY despite very strong revenue growth, suggesting margin pressure or weaker earnings conversion. Bank leverage and liquidity metrics provided are incomplete, limiting visibility into funding quality and balance-sheet risk.

What is BPOPM's revenue and growth?

Popular, Inc.. reported revenue of $3.8B.

Does BPOPM pay dividends?

Popular, Inc.. pays dividends, with $197.6M distributed to shareholders in the trailing twelve months.

Where can I find BPOPM SEC filings?

Official SEC filings for Popular, Inc.. (CIK: 0000763901) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BPOPM's EPS?

Popular, Inc.. has a diluted EPS of $12.30.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BPOPM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Popular, Inc.. has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is BPOPM stock overvalued or undervalued?

Valuation metrics for BPOPM: ROE of 13.3% (sector avg: 12%), net margin of 22.0% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy BPOPM stock in 2026?

Our dual AI analysis gives Popular, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BPOPM's free cash flow?

Popular, Inc..'s operating cash flow is $878.4M, with capital expenditures of $197.5M. FCF margin is 18.0%.

How does BPOPM compare to other Finance stocks?

Vs Finance sector averages: Net margin 22.0% (avg: 25%), ROE 13.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI