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Sierra Bancorp (BSRR) Fundamental Analysis & AI Grade 2026

BSRR Nasdaq State Commercial Banks CA CIK: 0001130144
Update Pending • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
66% Confidence
NEUTRAL
C
58% Conf
A
73% Conf

📊 BSRR Key Takeaways

Revenue: $41.2M
Net Margin: 30.4%
Free Cash Flow: $11.0M
Current Ratio: N/A
Debt/Equity: 0.14x
EPS: $0.96
AI Grade: C with 58% confidence
Sierra Bancorp (BSRR) receives a B fundamental grade with 66% confidence from our AI analysis based on SEC 10-K filings. With revenue of $41.2M, net profit margin of 30.4%, and return on equity (ROE) of 3.4%, Sierra Bancorp demonstrates mixed fundamentals in the Finance sector. Below is our complete BSRR stock analysis for 2026.

Is Sierra Bancorp (BSRR) a Good Investment?

Claude

Sierra Bancorp exhibits a troubling disconnect between strong revenue growth (+37.5% YoY) with exceptional margins and fundamentally weak returns. Net income is flat YoY despite margin expansion, while ROE of 3.4% and ROA of 0.3% are critically below banking industry standards, indicating poor capital deployment. The tight 1.5x interest coverage ratio limits financial flexibility.

ChatGPT

Sierra Bancorp shows solid core fundamentals with strong operating and net margins, healthy returns on assets and equity, and positive free cash flow generation. Balance sheet leverage appears conservative, but the quality of recent growth is mixed because revenue expanded sharply while net income was flat, suggesting margin pressure, higher funding costs, or elevated credit costs may be offsetting top-line gains.

Sierra Bancorp Key Strengths (BSRR)

Claude
  • + Strong revenue growth of +37.5% YoY demonstrates market traction and business expansion
  • + Exceptional profitability margins: 40.6% operating margin and 30.4% net margin indicate pricing power and cost control
  • + Conservative capital structure with low debt-to-equity ratio of 0.14x and $156.4M cash provides financial stability
ChatGPT
  • + Strong profitability profile with 32.9% operating margin, 24.7% net margin, 1.1% ROA, and 11.6% ROE
  • + Conservative leverage and solid financial health, with debt/equity of 0.14x and relatively low long-term debt versus equity
  • + Positive cash generation, including $33.70M in operating cash flow and $32.17M in free cash flow

BSRR Stock Risks: Sierra Bancorp Investment Risks

Claude
  • ! Net income completely flat YoY despite robust revenue growth signals deteriorating earnings quality and operational inefficiency
  • ! Return on equity of 3.4% and return on assets of 0.3% are severely depressed relative to banking sector norms (8-12% ROE typical), indicating poor capital productivity
  • ! Interest coverage ratio of 1.5x is dangerously low, providing minimal cushion for adverse conditions and constraining financial flexibility
ChatGPT
  • ! Revenue growth did not convert into net income growth, which raises questions about earnings quality and cost pressure
  • ! Interest coverage of 5.0x is adequate but not especially strong if funding costs remain elevated
  • ! Key banking risks such as credit quality deterioration, loan loss provisioning, and deposit mix pressure are not visible in the provided data

Key Metrics to Watch

Claude
  • * Net income growth rate - must accelerate to track revenue growth and eliminate quality concerns
  • * Return on equity trajectory - needs sustained improvement toward 8%+ minimum to be competitive
  • * Interest coverage ratio - critical indicator of debt sustainability and operational margin health
ChatGPT
  • * Net interest margin and deposit funding costs
  • * Credit quality trends, including nonperforming loans and loan loss provisions

Sierra Bancorp (BSRR) Financial Metrics & Key Ratios

Revenue
$41.2M
Net Income
$12.5M
EPS (Diluted)
$0.96
Free Cash Flow
$11.0M
Total Assets
$3.8B
Cash Position
$156.4M

💡 AI Analyst Insight

The 26.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BSRR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 40.6%
Net Margin 30.4%
ROE 3.4%
ROA 0.3%
FCF Margin 26.7%

BSRR vs Finance Sector: How Sierra Bancorp Compares

How Sierra Bancorp compares to Finance sector averages

Net Margin
BSRR 30.4%
vs
Sector Avg 25.0%
BSRR Sector
ROE
BSRR 3.4%
vs
Sector Avg 12.0%
BSRR Sector
Current Ratio
BSRR 0.0x
vs
Sector Avg 1.2x
BSRR Sector
Debt/Equity
BSRR 0.1x
vs
Sector Avg 2.0x
BSRR Sector

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

Is Sierra Bancorp Stock Overvalued? BSRR Valuation Analysis 2026

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

Return on Equity
3.4%
Sector avg: 12%
Net Profit Margin
30.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.14x
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.

Sierra Bancorp Balance Sheet: BSRR Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.14x
Debt/Assets
90.3%
Interest Coverage
1.47x
Long-term Debt
$49.5M

BSRR Revenue & Earnings Growth: 5-Year Financial Trend

BSRR 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Sierra Bancorp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.36 reflects profitable operations.

BSRR 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
26.7%
Free cash flow / Revenue

Sierra Bancorp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$11.1M
Cash generated from operations
Stock Buybacks
$9.9M
Shares repurchased (TTM)
Capital Expenditures
$83.0K
Investment in assets
Dividends Paid
$3.4M
Returned to shareholders

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

Access official SEC EDGAR filings for Sierra Bancorp (CIK: 0001130144)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 4 xslF345X06/form4.xml View →
May 22, 2026 4 xslF345X06/form4.xml View →
May 21, 2026 8-K bsrr-20260520x8k.htm View →
May 20, 2026 4 xslF345X06/form4.xml View →
May 12, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about BSRR

What is the AI rating for BSRR?

Sierra Bancorp (BSRR) has a Combined AI Grade of B from Claude (C) and ChatGPT (A) with 66% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BSRR's key strengths?

Claude: Strong revenue growth of +37.5% YoY demonstrates market traction and business expansion. Exceptional profitability margins: 40.6% operating margin and 30.4% net margin indicate pricing power and cost control. ChatGPT: Strong profitability profile with 32.9% operating margin, 24.7% net margin, 1.1% ROA, and 11.6% ROE. Conservative leverage and solid financial health, with debt/equity of 0.14x and relatively low long-term debt versus equity.

What are the risks of investing in BSRR?

Claude: Net income completely flat YoY despite robust revenue growth signals deteriorating earnings quality and operational inefficiency. Return on equity of 3.4% and return on assets of 0.3% are severely depressed relative to banking sector norms (8-12% ROE typical), indicating poor capital productivity. ChatGPT: Revenue growth did not convert into net income growth, which raises questions about earnings quality and cost pressure. Interest coverage of 5.0x is adequate but not especially strong if funding costs remain elevated.

What is BSRR's revenue and growth?

Sierra Bancorp reported revenue of $41.2M.

Does BSRR pay dividends?

Sierra Bancorp pays dividends, with $3.4M distributed to shareholders in the trailing twelve months.

Where can I find BSRR SEC filings?

Official SEC filings for Sierra Bancorp (CIK: 0001130144) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BSRR's EPS?

Sierra Bancorp has a diluted EPS of $0.96.

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 grade reflects both perspectives for balanced insights.

What is BSRR's fundamental grade?

Based on our AI fundamental analysis in June 2026, Sierra Bancorp has a B grade with 66% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is BSRR stock overvalued or undervalued?

Valuation metrics for BSRR: ROE of 3.4% (sector avg: 12%), net margin of 30.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is BSRR's AI grade for 2026?

Our dual AI analysis gives Sierra Bancorp a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is BSRR's free cash flow?

Sierra Bancorp's operating cash flow is $11.1M, with capital expenditures of $83.0K. FCF margin is 26.7%.

How does BSRR compare to other Finance stocks?

Vs Finance sector averages: Net margin 30.4% (avg: 25%), ROE 3.4% (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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI