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Ballston Spa Bancorp, Inc. (BSPA) Stock Fundamental Analysis & AI Rating 2026

BSPA OTC State Commercial Banks NY CIK: 0002094107
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2026-03-21
Combined AI Rating
HOLD
46% Confidence
STRONG AGREEMENT
HOLD
15% Conf
HOLD
76% Conf

📊 BSPA Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: N/A
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: HOLD with 15% confidence
Ballston Spa Bancorp, Inc. (BSPA) receives a HOLD rating with 46% confidence from our AI fundamental analysis based on SEC 10-K filings. Below is our complete BSPA stock analysis for 2026.

Is Ballston Spa Bancorp, Inc. (BSPA) a Good Investment?

Claude

Ballston Spa Bancorp cannot be meaningfully analyzed due to insufficient financial data availability from SEC EDGAR. With only 1 metric available and no income statement, balance sheet, or cash flow data, fundamental analysis is not possible.

ChatGPT

Ballston Spa Bancorp shows solid core fundamentals for a small community bank: 2024 net income rose to $5.13 million from $4.41 million in 2023, while total assets, loans, deposits, and equity all increased through September 30, 2025. Capital ratios remain adequate and improved modestly, but earnings softened year over year in the first nine months of 2025 and profitability metrics remain below peer medians, which tempers the outlook. The pending merger with NBC could improve scale, but on current standalone fundamentals the business looks stable rather than clearly strong.

Why Buy Ballston Spa Bancorp, Inc. Stock? BSPA Key Strengths

Claude
  • + Lack of insider selling activity in last 90 days suggests no negative signals from management
  • + Regional community bank model can provide stable deposits and local lending opportunities
  • + OTC trading provides liquidity access despite smaller size
ChatGPT
  • + Consistently profitable with 2024 net income up about 16% year over year and positive earnings through September 30, 2025
  • + Balance sheet has expanded steadily, with assets reaching about $914.2 million and equity about $70.2 million by September 30, 2025
  • + Regulatory capital metrics improved, including Tier 1 capital to risk-weighted assets of 9.78% and leverage ratio of 7.82% at September 30, 2025

BSPA Stock Risks: Ballston Spa Bancorp, Inc. Investment Risks

Claude
  • ! Severe data availability issue - 99% of financial metrics unavailable prevents proper analysis
  • ! No recent SEC filings or financial reporting data accessible through EDGAR
  • ! Insufficient information to assess profitability, capital adequacy, asset quality, or liquidity metrics critical for banking sector evaluation
ChatGPT
  • ! Profitability is modest for a bank of this size, with ROAA around 0.56%-0.61% and ROAE around 7.45%-8.16%, below peer medians cited in the merger filing
  • ! Loan-to-deposit ratio is elevated at roughly 109.7%, implying tighter liquidity and greater funding sensitivity
  • ! Merger execution and credit risk remain meaningful, especially if credit losses rise above the current allowance level of about 1.09% of total loans

Key Metrics to Watch

Claude
  • * Net Interest Margin (NIM) and net interest income trends
  • * Capital adequacy ratio and Tier 1 capital levels
  • * Non-performing loan ratio and loan loss provisions
ChatGPT
  • * Return on average assets and net interest margin
  • * Loan-to-deposit ratio and allowance for credit losses as a percentage of loans

Ballston Spa Bancorp, Inc. (BSPA) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
N/A
EPS (Diluted)
$0.00
Free Cash Flow
N/A
Total Assets
N/A
Cash Position
N/A

💡 AI Analyst Insight

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

BSPA Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA N/A
FCF Margin N/A

BSPA vs Finance Sector: How Ballston Spa Bancorp, Inc. Compares

How Ballston Spa Bancorp, Inc. compares to Finance sector averages

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

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

Is Ballston Spa Bancorp, Inc. Stock Overvalued? BSPA Valuation Analysis 2026

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

Return on Equity
N/A
Sector avg: 12%
Net Profit Margin
N/A
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

Ballston Spa Bancorp, Inc. Balance Sheet: BSPA Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

BSPA 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
N/A
Free cash flow / Revenue

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

Access official SEC EDGAR filings for Ballston Spa Bancorp, Inc. (CIK: 0002094107)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 8-K form8k_040126.htm View →
Mar 25, 2026 8-K tm269754d1_8k.htm View →
Mar 23, 2026 8-K form8k_032326.htm View →
Feb 12, 2026 8-K tm266084d1_8k.htm View →

Frequently Asked Questions about BSPA

What is the AI rating for BSPA?

Ballston Spa Bancorp, Inc. (BSPA) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 46% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BSPA's key strengths?

Claude: Lack of insider selling activity in last 90 days suggests no negative signals from management. Regional community bank model can provide stable deposits and local lending opportunities. ChatGPT: Consistently profitable with 2024 net income up about 16% year over year and positive earnings through September 30, 2025. Balance sheet has expanded steadily, with assets reaching about $914.2 million and equity about $70.2 million by September 30, 2025.

What are the risks of investing in BSPA?

Claude: Severe data availability issue - 99% of financial metrics unavailable prevents proper analysis. No recent SEC filings or financial reporting data accessible through EDGAR. ChatGPT: Profitability is modest for a bank of this size, with ROAA around 0.56%-0.61% and ROAE around 7.45%-8.16%, below peer medians cited in the merger filing. Loan-to-deposit ratio is elevated at roughly 109.7%, implying tighter liquidity and greater funding sensitivity.

What is BSPA's revenue and growth?

Ballston Spa Bancorp, Inc. reported revenue of N/A.

Does BSPA pay dividends?

Ballston Spa Bancorp, Inc. does not currently pay dividends.

Where can I find BSPA SEC filings?

Official SEC filings for Ballston Spa Bancorp, Inc. (CIK: 0002094107) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BSPA's EPS?

Ballston Spa Bancorp, Inc. has a diluted EPS of $0.00.

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 BSPA a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ballston Spa Bancorp, Inc. has a HOLD rating with 46% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BSPA stock overvalued or undervalued?

Valuation metrics for BSPA: ROE of N/A (sector avg: 12%), net margin of N/A (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy BSPA stock in 2026?

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

What is BSPA's free cash flow?

Ballston Spa Bancorp, Inc.'s operating cash flow is N/A, with capital expenditures of N/A.

How does BSPA compare to other Finance stocks?

Vs Finance sector averages: Net margin N/A (avg: 25%), ROE N/A (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: 2026-03-21 | Powered by Claude AI