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Pathward Financial, Inc.. (CASH) Stock Fundamental Analysis & AI Rating 2026

CASH Nasdaq National Commercial Banks DE CIK: 0000907471
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 22, 2026 (in 6 days) • After-hours ET • EPS est. $3.33 (vs $3.11 prior year) • All earnings →
Combined AI Rating
BUY
75% Confidence
AGREEMENT
BUY
72% Conf
HOLD
78% Conf

📊 CASH Key Takeaways

Revenue: $173.1M
Net Margin: 20.3%
Free Cash Flow: $104.1M
Current Ratio: N/A
Debt/Equity: 0.04x
EPS: $1.57
AI Rating: BUY with 72% confidence
Pathward Financial, Inc.. (CASH) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $173.1M, net profit margin of 20.3%, and return on equity (ROE) of 4.1%, Pathward Financial, Inc.. demonstrates strong fundamentals in the Finance sector. Below is our complete CASH stock analysis for 2026.

Is Pathward Financial, Inc.. (CASH) a Good Investment?

Claude

Pathward Financial demonstrates strong revenue growth of 60.5% YoY with excellent cash generation (104.1M FCF, 60.1% FCF margin) and solid profitability metrics (20.3% net margin, 24.6% operating margin). The company maintains a conservative capital structure (0.04x debt/equity) with substantial liquidity (331.2M cash), though returns on equity and assets remain modest at 4.1% and 0.5% respectively.

ChatGPT

Pathward Financial shows solid top-line momentum and strong cash generation, supported by a conservatively levered balance sheet with minimal long-term debt. However, the quality of that growth is mixed because net income was essentially flat despite revenue rising sharply, while ROE and ROA remain modest for a bank. The fundamentals support stability more than a clearly high-return growth profile.

Why Buy Pathward Financial, Inc.. Stock? CASH Key Strengths

Claude
  • + Exceptional revenue growth of 60.5% YoY indicating strong business momentum
  • + Robust free cash flow generation of 104.1M with 60.1% FCF margin demonstrating operational efficiency
  • + Conservative leverage with 0.04x debt/equity ratio and only 33.5M long-term debt
  • + Strong operating margin of 24.6% and net margin of 20.3% showing pricing power and cost control
  • + Substantial cash position of 331.2M providing financial flexibility
ChatGPT
  • + Revenue growth is strong at 60.5% YoY, showing meaningful business expansion
  • + Balance sheet leverage is low, with debt/equity of 0.04x and only $33.48M of long-term debt
  • + Operating cash flow and free cash flow are strong relative to revenue, indicating good internal funding capacity

CASH Stock Risks: Pathward Financial, Inc.. Investment Risks

Claude
  • ! Low return on equity (4.1%) and return on assets (0.5%) suggests capital is not being deployed efficiently
  • ! Modest net income growth of only 0.4% YoY despite 60.5% revenue growth indicates margin compression or one-time items
  • ! Interest coverage ratio of 3.0x is adequate but not exceptional, leaving limited cushion for stress
  • ! 11 Form 4 insider filings warrant monitoring for potential concerns or strategic positioning
  • ! As a bank with primarily loan portfolio assets, cyclical economic downturns could significantly impact asset quality
ChatGPT
  • ! Net income growth was only 0.4% YoY despite strong revenue growth, suggesting margin pressure or lower earnings quality
  • ! ROE of 4.1% and ROA of 0.5% indicate relatively weak profitability on the capital base
  • ! Interest coverage of 3.0x is adequate but not especially strong if funding costs or credit stress increase

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) and loan portfolio quality metrics
  • * Net income growth relative to revenue growth trajectory
  • * Return on equity improvement and capital deployment efficiency
  • * Non-performing loan ratios and credit loss provisions
  • * Deposit growth and core funding stability
ChatGPT
  • * ROE and ROA improvement
  • * Net income growth relative to revenue growth

Pathward Financial, Inc.. (CASH) Financial Metrics & Key Ratios

Revenue
$173.1M
Net Income
$35.2M
EPS (Diluted)
$1.57
Free Cash Flow
$104.1M
Total Assets
$7.6B
Cash Position
$331.2M

💡 AI Analyst Insight

The 60.1% 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.

CASH Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 24.6%
Net Margin 20.3%
ROE 4.1%
ROA 0.5%
FCF Margin 60.1%

CASH vs Finance Sector: How Pathward Financial, Inc.. Compares

How Pathward Financial, Inc.. compares to Finance sector averages

Net Margin
CASH 20.3%
vs
Sector Avg 25.0%
CASH Sector
ROE
CASH 4.1%
vs
Sector Avg 12.0%
CASH Sector
Current Ratio
CASH 0.0x
vs
Sector Avg 1.2x
CASH Sector
Debt/Equity
CASH 0.0x
vs
Sector Avg 2.0x
CASH Sector

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

Is Pathward Financial, Inc.. Stock Overvalued? CASH Valuation Analysis 2026

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

Return on Equity
4.1%
Sector avg: 12%
Net Profit Margin
20.3%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.04x
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.

Pathward Financial, Inc.. Balance Sheet: CASH Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.04x
Debt/Assets
88.7%
Interest Coverage
2.98x
Long-term Debt
$33.5M

CASH Revenue & Earnings Growth: 5-Year Financial Trend

CASH 5-year financial data: Year 2021: Revenue $549.9M, Net Income $15.4M, EPS $0.39. Year 2022: Revenue $601.1M, Net Income $21.1M, EPS $0.56. Year 2023: Revenue $704.5M, Net Income $28.0M, EPS $0.84. Year 2024: Revenue $754.7M, Net Income $61.3M, EPS $2.00. Year 2025: Revenue $839.9M, Net Income $27.8M, EPS $0.98.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pathward Financial, Inc..'s revenue has grown significantly by 53% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.98 reflects profitable operations.

CASH 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
60.1%
Free cash flow / Revenue

CASH Quarterly Earnings & Performance

Quarterly financial performance data for Pathward Financial, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $173.1M $30.0M $1.23
Q3 2025 $188.6M $42.1M $1.78
Q2 2025 $257.6M $69.9M $2.74
Q1 2025 $162.8M $27.7M $1.06
Q3 2024 $165.2M $41.8M $1.66
Q2 2024 $228.4M $54.8M $1.99
Q1 2024 $149.8M $27.7M $0.98
Q3 2023 $126.1M $22.4M $0.76

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

Pathward Financial, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$108.3M
Cash generated from operations
Capital Expenditures
$4.2M
Investment in assets
Dividends Paid
$1.1M
Returned to shareholders

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

Access official SEC EDGAR filings for Pathward Financial, Inc.. (CIK: 0000907471)

📋 Recent SEC Filings

Date Form Document Action
Feb 26, 2026 8-K cash-20260226.htm View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772054129.xml View →
Feb 25, 2026 8-K cash-20260224.htm View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772054095.xml View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772054088.xml View →

Frequently Asked Questions about CASH

What is the AI rating for CASH?

Pathward Financial, Inc.. (CASH) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CASH's key strengths?

Claude: Exceptional revenue growth of 60.5% YoY indicating strong business momentum. Robust free cash flow generation of 104.1M with 60.1% FCF margin demonstrating operational efficiency. ChatGPT: Revenue growth is strong at 60.5% YoY, showing meaningful business expansion. Balance sheet leverage is low, with debt/equity of 0.04x and only $33.48M of long-term debt.

What are the risks of investing in CASH?

Claude: Low return on equity (4.1%) and return on assets (0.5%) suggests capital is not being deployed efficiently. Modest net income growth of only 0.4% YoY despite 60.5% revenue growth indicates margin compression or one-time items. ChatGPT: Net income growth was only 0.4% YoY despite strong revenue growth, suggesting margin pressure or lower earnings quality. ROE of 4.1% and ROA of 0.5% indicate relatively weak profitability on the capital base.

What is CASH's revenue and growth?

Pathward Financial, Inc.. reported revenue of $173.1M.

Does CASH pay dividends?

Pathward Financial, Inc.. pays dividends, with $1.1M distributed to shareholders in the trailing twelve months.

Where can I find CASH SEC filings?

Official SEC filings for Pathward Financial, Inc.. (CIK: 0000907471) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CASH's EPS?

Pathward Financial, Inc.. has a diluted EPS of $1.57.

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 CASH a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pathward Financial, Inc.. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is CASH stock overvalued or undervalued?

Valuation metrics for CASH: ROE of 4.1% (sector avg: 12%), net margin of 20.3% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy CASH stock in 2026?

Our dual AI analysis gives Pathward Financial, 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 CASH's free cash flow?

Pathward Financial, Inc..'s operating cash flow is $108.3M, with capital expenditures of $4.2M. FCF margin is 60.1%.

How does CASH compare to other Finance stocks?

Vs Finance sector averages: Net margin 20.3% (avg: 25%), ROE 4.1% (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