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Carter Bankshares, Inc. (CARE) Stock Fundamental Analysis & AI Rating 2026

CARE Nasdaq National Commercial Banks VA CIK: 0001829576
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 23, 2026 (in 7 days) • TBD ET • EPS est. $0.34 (vs $0.32 prior year) • All earnings →
Combined AI Rating
SELL
76% Confidence
AGREEMENT
SELL
85% Conf
HOLD
68% Conf

📊 CARE Key Takeaways

Revenue: $20.3M
Net Margin: 154.4%
Free Cash Flow: $31.8M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.38
AI Rating: SELL with 85% confidence
Carter Bankshares, Inc. (CARE) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $20.3M, net profit margin of 154.4%, and return on equity (ROE) of 7.5%, Carter Bankshares, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete CARE stock analysis for 2026.

Is Carter Bankshares, Inc. (CARE) a Good Investment?

Claude

Carter Bankshares exhibits severe fundamental deterioration with revenue collapsing 91.3% YoY despite modest net income growth, indicating reliance on one-time gains rather than operational performance. The extremely high net margin (154.4%) and operating margin (196.9%) are unsustainable and signal accounting anomalies or extraordinary items masking core business weakness. Deteriorating asset quality metrics and weak interest coverage (1.6x) combined with declining revenue suggest the company faces structural headwinds in its banking operations.

ChatGPT

Carter Bankshares shows solid bottom-line resilience, with net income, EPS, and free cash flow remaining positive despite a severe reported revenue decline. Balance sheet leverage appears conservative with meaningful equity capital and no reported long-term debt, but the extreme margin figures and sharp revenue contraction suggest earnings quality and reported fundamentals may be distorted by non-core items or bank-specific accounting effects. Overall, the company looks financially stable, but growth quality is unclear and warrants caution.

Why Buy Carter Bankshares, Inc. Stock? CARE Key Strengths

Claude
  • + Positive free cash flow generation of $31.8M demonstrates cash conversion ability
  • + Low leverage with 0.00x debt-to-equity ratio provides financial flexibility
  • + Modest net income growth (+1.2% YoY) maintained despite severe revenue decline
ChatGPT
  • + Positive net income and EPS growth despite top-line pressure
  • + Conservative leverage profile with no reported long-term debt and positive equity base
  • + Positive operating cash flow and free cash flow support internal capital generation

CARE Stock Risks: Carter Bankshares, Inc. Investment Risks

Claude
  • ! Catastrophic 91.3% revenue decline YoY indicates loss of major client, line of business, or accounting restatement
  • ! Unsustainably high profit margins (154.4% net, 196.9% operating) suggest one-time gains or non-operating items masking poor core operations
  • ! Weak interest coverage ratio of 1.6x and low ROA of 0.6% indicate challenged asset quality and operational efficiency in banking business
  • ! 24 Form 4 filings in 90 days may indicate insider selling or compensation adjustments amid operational challenges
ChatGPT
  • ! Reported revenue fell 91.3% year over year, raising concern about earnings durability
  • ! Unusually high operating and free cash flow margins suggest possible one-time items or classification noise
  • ! ROA of 0.6% and interest coverage of 1.6x indicate only modest underlying profitability for a bank

Key Metrics to Watch

Claude
  • * Quarterly revenue trends to confirm whether decline reverses or continues deteriorating
  • * Net interest margin and loan loss provisions to assess asset quality and reserve adequacy
  • * Operating cash flow sustainability relative to net income to identify quality of earnings
ChatGPT
  • * Net interest income and net interest margin trend
  • * Provision for credit losses and nonperforming assets

Carter Bankshares, Inc. (CARE) Financial Metrics & Key Ratios

Revenue
$20.3M
Net Income
$31.4M
EPS (Diluted)
$1.38
Free Cash Flow
$31.8M
Total Assets
$4.9B
Cash Position
$105.2M

💡 AI Analyst Insight

The 156.6% 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.

CARE Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 196.9%
Net Margin 154.4%
ROE 7.5%
ROA 0.6%
FCF Margin 156.6%

CARE vs Finance Sector: How Carter Bankshares, Inc. Compares

How Carter Bankshares, Inc. compares to Finance sector averages

Net Margin
CARE 154.4%
vs
Sector Avg 25.0%
CARE Sector
ROE
CARE 7.5%
vs
Sector Avg 12.0%
CARE Sector
Current Ratio
CARE 0.0x
vs
Sector Avg 1.2x
CARE Sector
Debt/Equity
CARE 0.0x
vs
Sector Avg 2.0x
CARE Sector

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

Is Carter Bankshares, Inc. Stock Overvalued? CARE Valuation Analysis 2026

Based on fundamental analysis, Carter Bankshares, Inc. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
7.5%
Sector avg: 12%
Net Profit Margin
154.4%
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.

Carter Bankshares, Inc. Balance Sheet: CARE Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
91.3%
Interest Coverage
1.56x
Long-term Debt
N/A

CARE Revenue & Earnings Growth: 5-Year Financial Trend

CARE 5-year financial data: Year 2021: Revenue $19.9M, Net Income $7.5M, EPS $0.29. Year 2022: Revenue $19.9M, Net Income $4.4M, EPS $0.17. Year 2023: Revenue $18.3M, Net Income $31.6M, EPS $1.19. Year 2024: Revenue $19.4M, Net Income $50.1M, EPS $2.03. Year 2025: Revenue $20.3M, Net Income $23.4M, EPS $1.00.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Carter Bankshares, Inc.'s revenue has shown modest growth of 2% over the 5-year period. The most recent EPS of $1.00 reflects profitable operations.

CARE 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
156.6%
Free cash flow / Revenue

Carter Bankshares, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$39.9M
Cash generated from operations
Stock Buybacks
$20.0M
Shares repurchased (TTM)
Capital Expenditures
$8.1M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Carter Bankshares, Inc. (CIK: 0001829576)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 DEF 14A care-20260415.htm View →
Mar 26, 2026 8-K care-20260326.htm View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773422561.xml View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773421178.xml View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773420903.xml View →

Frequently Asked Questions about CARE

What is the AI rating for CARE?

Carter Bankshares, Inc. (CARE) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CARE's key strengths?

Claude: Positive free cash flow generation of $31.8M demonstrates cash conversion ability. Low leverage with 0.00x debt-to-equity ratio provides financial flexibility. ChatGPT: Positive net income and EPS growth despite top-line pressure. Conservative leverage profile with no reported long-term debt and positive equity base.

What are the risks of investing in CARE?

Claude: Catastrophic 91.3% revenue decline YoY indicates loss of major client, line of business, or accounting restatement. Unsustainably high profit margins (154.4% net, 196.9% operating) suggest one-time gains or non-operating items masking poor core operations. ChatGPT: Reported revenue fell 91.3% year over year, raising concern about earnings durability. Unusually high operating and free cash flow margins suggest possible one-time items or classification noise.

What is CARE's revenue and growth?

Carter Bankshares, Inc. reported revenue of $20.3M.

Does CARE pay dividends?

Carter Bankshares, Inc. does not currently pay dividends.

Where can I find CARE SEC filings?

Official SEC filings for Carter Bankshares, Inc. (CIK: 0001829576) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CARE's EPS?

Carter Bankshares, Inc. has a diluted EPS of $1.38.

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 CARE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Carter Bankshares, Inc. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CARE stock overvalued or undervalued?

Valuation metrics for CARE: ROE of 7.5% (sector avg: 12%), net margin of 154.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy CARE stock in 2026?

Our dual AI analysis gives Carter Bankshares, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CARE's free cash flow?

Carter Bankshares, Inc.'s operating cash flow is $39.9M, with capital expenditures of $8.1M. FCF margin is 156.6%.

How does CARE compare to other Finance stocks?

Vs Finance sector averages: Net margin 154.4% (avg: 25%), ROE 7.5% (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