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Bridgewater Bancshares Inc (BWBBP) Stock Fundamental Analysis & AI Rating 2026

BWBBP Nasdaq State Commercial Banks MN CIK: 0001341317
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
67% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
72% Conf

📊 BWBBP Key Takeaways

Revenue: $281.8M
Net Margin: 16.4%
Free Cash Flow: $22.0M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.49
AI Rating: HOLD with 62% confidence
Bridgewater Bancshares Inc (BWBBP) receives a HOLD rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $281.8M, net profit margin of 16.4%, and return on equity (ROE) of 8.9%, Bridgewater Bancshares Inc demonstrates mixed fundamentals in the Finance sector. Below is our complete BWBBP stock analysis for 2026.

Is Bridgewater Bancshares Inc (BWBBP) a Good Investment?

Claude

Bridgewater Bancshares demonstrates strong revenue growth of 112.8% YoY and solid net income expansion of 9.6%, with respectable profitability margins of 16.4% net and 21.3% operating. However, weak interest coverage of 1.8x and modest ROA of 0.9% raise concerns about operational efficiency and earnings quality relative to the balance sheet size, suggesting growth may be from acquisitions rather than organic improvement.

ChatGPT

Bridgewater Bancshares shows solid fundamental momentum with revenue up 112.8% year over year, net income up 9.6%, and diluted EPS up 44.7%, while remaining profitable with positive free cash flow. However, the quality of that growth is mixed because net margin and returns on equity/assets remain only moderate for a bank, and the reported 1.8x interest coverage suggests limited earnings cushion if funding costs or credit conditions worsen.

Why Buy Bridgewater Bancshares Inc Stock? BWBBP Key Strengths

Claude
  • + Exceptional revenue growth of 112.8% year-over-year
  • + Healthy net profit margin of 16.4% and operating margin of 21.3%
  • + Strong equity position with $517.1M stockholders equity and zero long-term debt
  • + Positive free cash flow of $22.0M with 7.8% FCF margin
ChatGPT
  • + Strong top-line expansion with continued profitability and positive year-over-year net income growth
  • + Healthy capital base with $517.10M of equity against $5.41B of assets, supporting balance-sheet stability
  • + Positive operating cash flow and free cash flow indicate earnings are translating into cash generation

BWBBP Stock Risks: Bridgewater Bancshares Inc Investment Risks

Claude
  • ! Weak interest coverage ratio of 1.8x indicates limited cushion for earnings volatility in banking sector
  • ! Low ROA of 0.9% suggests inefficient asset utilization across $5.4B balance sheet
  • ! Revenue growth of 112.8% significantly outpaces net income growth of 9.6%, indicating margin compression or acquisition dilution
  • ! Modest ROE of 8.9% below banking sector averages
ChatGPT
  • ! Interest coverage of 1.8x points to weaker protection against higher funding costs or earnings pressure
  • ! ROE of 8.9% and ROA of 0.9% suggest profitability is adequate but not especially strong
  • ! Revenue growth materially outpaced net income growth, which may indicate margin pressure or lower-quality growth

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend and debt service capacity
  • * Return on assets improvement and asset quality metrics
  • * Sustainability of revenue growth and organic vs. inorganic growth breakdown
  • * Net interest margin and loan portfolio performance
ChatGPT
  • * Net interest margin and interest coverage
  • * Provision for credit losses and nonperforming assets

Bridgewater Bancshares Inc (BWBBP) Financial Metrics & Key Ratios

Revenue
$281.8M
Net Income
$46.1M
EPS (Diluted)
$1.49
Free Cash Flow
$22.0M
Total Assets
$5.4B
Cash Position
$123.5M

💡 AI Analyst Insight

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

BWBBP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 21.3%
Net Margin 16.4%
ROE 8.9%
ROA 0.9%
FCF Margin 7.8%

BWBBP vs Finance Sector: How Bridgewater Bancshares Inc Compares

How Bridgewater Bancshares Inc compares to Finance sector averages

Net Margin
BWBBP 16.4%
vs
Sector Avg 25.0%
BWBBP Sector
ROE
BWBBP 8.9%
vs
Sector Avg 12.0%
BWBBP Sector
Current Ratio
BWBBP 0.0x
vs
Sector Avg 1.2x
BWBBP Sector
Debt/Equity
BWBBP 0.0x
vs
Sector Avg 2.0x
BWBBP Sector

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

Is Bridgewater Bancshares Inc Stock Overvalued? BWBBP Valuation Analysis 2026

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

Return on Equity
8.9%
Sector avg: 12%
Net Profit Margin
16.4%
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.

Bridgewater Bancshares Inc Balance Sheet: BWBBP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
90.4%
Interest Coverage
1.76x
Long-term Debt
N/A

BWBBP Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Bridgewater Bancshares Inc's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.27 reflects profitable operations.

BWBBP 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
7.8%
Free cash flow / Revenue

Bridgewater Bancshares Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$27.8M
Cash generated from operations
Stock Buybacks
$2.2M
Shares repurchased (TTM)
Capital Expenditures
$5.8M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Bridgewater Bancshares Inc (CIK: 0001341317)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 4 xslF345X06/form4-03312026_100308.xml View →
Mar 31, 2026 4 xslF345X06/form4-03312026_100348.xml View →
Mar 31, 2026 4 xslF345X06/form4-03312026_100317.xml View →
Mar 31, 2026 4 xslF345X06/form4-03312026_090340.xml View →
Mar 31, 2026 4 xslF345X06/form4-03312026_090330.xml View →

Frequently Asked Questions about BWBBP

What is the AI rating for BWBBP?

Bridgewater Bancshares Inc (BWBBP) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 67% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BWBBP's key strengths?

Claude: Exceptional revenue growth of 112.8% year-over-year. Healthy net profit margin of 16.4% and operating margin of 21.3%. ChatGPT: Strong top-line expansion with continued profitability and positive year-over-year net income growth. Healthy capital base with $517.10M of equity against $5.41B of assets, supporting balance-sheet stability.

What are the risks of investing in BWBBP?

Claude: Weak interest coverage ratio of 1.8x indicates limited cushion for earnings volatility in banking sector. Low ROA of 0.9% suggests inefficient asset utilization across $5.4B balance sheet. ChatGPT: Interest coverage of 1.8x points to weaker protection against higher funding costs or earnings pressure. ROE of 8.9% and ROA of 0.9% suggest profitability is adequate but not especially strong.

What is BWBBP's revenue and growth?

Bridgewater Bancshares Inc reported revenue of $281.8M.

Does BWBBP pay dividends?

Bridgewater Bancshares Inc does not currently pay dividends.

Where can I find BWBBP SEC filings?

Official SEC filings for Bridgewater Bancshares Inc (CIK: 0001341317) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BWBBP's EPS?

Bridgewater Bancshares Inc has a diluted EPS of $1.49.

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 BWBBP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Bridgewater Bancshares Inc has a HOLD rating with 67% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BWBBP stock overvalued or undervalued?

Valuation metrics for BWBBP: ROE of 8.9% (sector avg: 12%), net margin of 16.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy BWBBP stock in 2026?

Our dual AI analysis gives Bridgewater Bancshares 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 BWBBP's free cash flow?

Bridgewater Bancshares Inc's operating cash flow is $27.8M, with capital expenditures of $5.8M. FCF margin is 7.8%.

How does BWBBP compare to other Finance stocks?

Vs Finance sector averages: Net margin 16.4% (avg: 25%), ROE 8.9% (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