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Citizens Community Bancorp Inc. (CZWI) Stock Fundamental Analysis & AI Rating 2026

CZWI Nasdaq Savings Institution, Federally Chartered MD CIK: 0001367859
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 27, 2026 (in 11 days) • TBD ET • EPS est. $0.36 (vs $0.32 prior year) • All earnings →
Combined AI Rating
HOLD
65% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
68% Conf

📊 CZWI Key Takeaways

Revenue: $87.6M
Net Margin: 16.5%
Free Cash Flow: $10.4M
Current Ratio: N/A
Debt/Equity: 0.28x
EPS: $1.46
AI Rating: HOLD with 62% confidence
Citizens Community Bancorp Inc. (CZWI) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $87.6M, net profit margin of 16.5%, and return on equity (ROE) of 7.7%, Citizens Community Bancorp Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete CZWI stock analysis for 2026.

Is Citizens Community Bancorp Inc. (CZWI) a Good Investment?

Claude

Citizens Community Bancorp demonstrates solid profitability with strong revenue growth (+71.2% YoY) and healthy net margins (16.5%), but weak interest coverage (1.6x) and modest ROA (0.8%) raise concerns about asset quality and operational efficiency. The company maintains a conservative leverage profile (0.28x debt/equity) with adequate liquidity, though the low interest coverage ratio suggests limited cushion for earnings deterioration in a rising rate environment.

ChatGPT

Citizens Community Bancorp shows solid top-line expansion, positive earnings growth, and healthy free cash flow generation, supported by a manageable long-term debt load. However, profitability remains only moderate for a bank, returns on assets and equity are not especially strong, and weak interest coverage suggests limited cushion if funding costs or credit pressures rise.

Why Buy Citizens Community Bancorp Inc. Stock? CZWI Key Strengths

Claude
  • + Exceptional revenue growth of 71.2% year-over-year indicates strong business momentum
  • + Healthy net profit margin of 16.5% and operating margin of 19.9% demonstrate profitability
  • + Conservative debt-to-equity ratio of 0.28x indicates low financial leverage and strong balance sheet
ChatGPT
  • + Revenue grew 71.2% year over year while net income and diluted EPS also increased
  • + Positive operating cash flow and free cash flow support internal capital generation
  • + Balance sheet leverage appears moderate with long-term debt at 0.28x equity and meaningful cash reserves

CZWI Stock Risks: Citizens Community Bancorp Inc. Investment Risks

Claude
  • ! Dangerously low interest coverage ratio of 1.6x leaves minimal buffer for earnings decline or rate shocks
  • ! Weak return on assets (0.8%) suggests inefficient asset utilization typical of struggling banks
  • ! Modest ROE of 7.7% indicates capital is not being deployed efficiently relative to shareholder returns
ChatGPT
  • ! Interest coverage of 1.6x is thin and leaves limited room for earnings pressure
  • ! ROA of 0.8% and ROE of 7.7% indicate only middling profitability
  • ! Revenue growth materially outpaced net income growth, which may signal margin pressure or lower earnings quality

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - critical given current 1.6x level
  • * Return on assets development - monitor if asset efficiency improves
  • * Net interest margin compression/expansion in response to rate environment
  • * Loan loss provisions and asset quality metrics
  • * Revenue sustainability - assess if 71% growth is cyclical or structural
ChatGPT
  • * Net interest margin and interest coverage
  • * Credit quality trends including nonperforming assets and charge-offs

Citizens Community Bancorp Inc. (CZWI) Financial Metrics & Key Ratios

Revenue
$87.6M
Net Income
$14.4M
EPS (Diluted)
$1.46
Free Cash Flow
$10.4M
Total Assets
$1.8B
Cash Position
$118.9M

💡 AI Analyst Insight

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

CZWI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 19.9%
Net Margin 16.5%
ROE 7.7%
ROA 0.8%
FCF Margin 11.8%

CZWI vs Finance Sector: How Citizens Community Bancorp Inc. Compares

How Citizens Community Bancorp Inc. compares to Finance sector averages

Net Margin
CZWI 16.5%
vs
Sector Avg 25.0%
CZWI Sector
ROE
CZWI 7.7%
vs
Sector Avg 12.0%
CZWI Sector
Current Ratio
CZWI 0.0x
vs
Sector Avg 1.2x
CZWI Sector
Debt/Equity
CZWI 0.3x
vs
Sector Avg 2.0x
CZWI Sector

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

Is Citizens Community Bancorp Inc. Stock Overvalued? CZWI Valuation Analysis 2026

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

Return on Equity
7.7%
Sector avg: 12%
Net Profit Margin
16.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.28x
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.

Citizens Community Bancorp Inc. Balance Sheet: CZWI Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.28x
Debt/Assets
89.5%
Interest Coverage
1.62x
Long-term Debt
$51.8M

CZWI Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Citizens Community Bancorp Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.34 reflects profitable operations.

CZWI 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
11.8%
Free cash flow / Revenue

Citizens Community Bancorp Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$11.7M
Cash generated from operations
Stock Buybacks
$6.1M
Shares repurchased (TTM)
Capital Expenditures
$1.3M
Investment in assets
Dividends Paid
$3.6M
Returned to shareholders

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

Access official SEC EDGAR filings for Citizens Community Bancorp Inc. (CIK: 0001367859)

📋 Recent SEC Filings

Date Form Document Action
Mar 5, 2026 10-K czwi-20251231.htm View →
Jan 27, 2026 8-K czwi-20260127.htm View →
Jan 26, 2026 4 xslF345X05/wk-form4_1769435424.xml View →
Jan 26, 2026 4 xslF345X05/wk-form4_1769435378.xml View →
Jan 26, 2026 4 xslF345X05/wk-form4_1769435326.xml View →

Frequently Asked Questions about CZWI

What is the AI rating for CZWI?

Citizens Community Bancorp Inc. (CZWI) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 65% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CZWI's key strengths?

Claude: Exceptional revenue growth of 71.2% year-over-year indicates strong business momentum. Healthy net profit margin of 16.5% and operating margin of 19.9% demonstrate profitability. ChatGPT: Revenue grew 71.2% year over year while net income and diluted EPS also increased. Positive operating cash flow and free cash flow support internal capital generation.

What are the risks of investing in CZWI?

Claude: Dangerously low interest coverage ratio of 1.6x leaves minimal buffer for earnings decline or rate shocks. Weak return on assets (0.8%) suggests inefficient asset utilization typical of struggling banks. ChatGPT: Interest coverage of 1.6x is thin and leaves limited room for earnings pressure. ROA of 0.8% and ROE of 7.7% indicate only middling profitability.

What is CZWI's revenue and growth?

Citizens Community Bancorp Inc. reported revenue of $87.6M.

Does CZWI pay dividends?

Citizens Community Bancorp Inc. pays dividends, with $3.6M distributed to shareholders in the trailing twelve months.

Where can I find CZWI SEC filings?

Official SEC filings for Citizens Community Bancorp Inc. (CIK: 0001367859) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CZWI's EPS?

Citizens Community Bancorp Inc. has a diluted EPS of $1.46.

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 CZWI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Citizens Community Bancorp Inc. has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CZWI stock overvalued or undervalued?

Valuation metrics for CZWI: ROE of 7.7% (sector avg: 12%), net margin of 16.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy CZWI stock in 2026?

Our dual AI analysis gives Citizens Community 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 CZWI's free cash flow?

Citizens Community Bancorp Inc.'s operating cash flow is $11.7M, with capital expenditures of $1.3M. FCF margin is 11.8%.

How does CZWI compare to other Finance stocks?

Vs Finance sector averages: Net margin 16.5% (avg: 25%), ROE 7.7% (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 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI