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FB Financial Corp (FBK) Stock Fundamental Analysis & AI Rating 2026

FBK NYSE State Commercial Banks TN CIK: 0001649749
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
67% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
72% Conf

📊 FBK Key Takeaways

Revenue: $833.9M
Net Margin: 14.7%
Free Cash Flow: $147.0M
Current Ratio: N/A
Debt/Equity: 0.11x
EPS: $2.45
AI Rating: HOLD with 62% confidence
FB Financial Corp (FBK) receives a HOLD rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $833.9M, net profit margin of 14.7%, and return on equity (ROE) of 6.3%, FB Financial Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete FBK stock analysis for 2026.

Is FB Financial Corp (FBK) a Good Investment?

Claude

FB Financial demonstrates strong revenue growth (+61.6% YoY) and solid free cash flow generation ($147M), but profitability gains are concerning with flat net income despite dramatic top-line expansion. The critically low interest coverage ratio of 0.9x and modest ROE of 6.3% raise sustainability questions about earnings quality.

ChatGPT

FB Financial shows solid top-line expansion and healthy free cash flow generation, but that growth is not yet translating into stronger bottom-line performance. Profitability remains modest for a bank, with flat net income, slight EPS compression, and subdued ROE/ROA suggesting the business is stable but not currently demonstrating high-quality earnings acceleration.

Why Buy FB Financial Corp Stock? FBK Key Strengths

Claude
  • + Exceptional revenue growth of 61.6% year-over-year demonstrates strong market demand
  • + Healthy free cash flow of $147M with 17.6% FCF margin provides financial flexibility
  • + Conservative debt structure with 0.11x debt-to-equity ratio and $1.2B in cash reserves
  • + Consistent operating cash flow of $155.9M exceeds capital requirements
ChatGPT
  • + Revenue grew 61.6% year over year, indicating strong balance sheet and earning-asset expansion
  • + Free cash flow of $147.01M and low capital expenditure needs support internal capital generation
  • + Balance sheet leverage appears manageable with $1.95B of equity, $1.16B of cash, and low reported long-term debt

FBK Stock Risks: FB Financial Corp Investment Risks

Claude
  • ! Interest coverage ratio of 0.9x indicates insufficient earnings to cover interest obligations, signaling financial stress
  • ! Flat net income growth (0.0% YoY) despite 61.6% revenue growth suggests deteriorating profitability or margin compression
  • ! Weak return metrics (ROE 6.3%, ROA 0.8%) indicate poor capital efficiency relative to shareholder investments
  • ! High insider trading activity (16 Form 4 filings) may signal management uncertainty
ChatGPT
  • ! Net income was flat and diluted EPS declined 1.2%, signaling weaker earnings conversion despite strong revenue growth
  • ! ROE of 6.3% and ROA of 0.8% are modest for a commercial bank and suggest limited profitability efficiency
  • ! Reported interest coverage of 0.9x points to potential pressure in net interest economics or limits in earnings cushion

Key Metrics to Watch

Claude
  • * Net income growth trajectory and margin sustainability in subsequent quarters
  • * Interest coverage ratio improvement to above 1.5x to indicate debt service capability
  • * Return on equity progression toward industry-standard 10%+ levels
  • * Operating margin stability as company integrates revenue growth
ChatGPT
  • * Net interest margin and provision for credit losses
  • * ROE/ROA improvement alongside EPS growth

FB Financial Corp (FBK) Financial Metrics & Key Ratios

Revenue
$833.9M
Net Income
$122.6M
EPS (Diluted)
$2.45
Free Cash Flow
$147.0M
Total Assets
$16.3B
Cash Position
$1.2B

💡 AI Analyst Insight

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

FBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 16.6%
Net Margin 14.7%
ROE 6.3%
ROA 0.8%
FCF Margin 17.6%

FBK vs Finance Sector: How FB Financial Corp Compares

How FB Financial Corp compares to Finance sector averages

Net Margin
FBK 14.7%
vs
Sector Avg 25.0%
FBK Sector
ROE
FBK 6.3%
vs
Sector Avg 12.0%
FBK Sector
Current Ratio
FBK 0.0x
vs
Sector Avg 1.2x
FBK Sector
Debt/Equity
FBK 0.1x
vs
Sector Avg 2.0x
FBK Sector

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

Is FB Financial Corp Stock Overvalued? FBK Valuation Analysis 2026

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

Return on Equity
6.3%
Sector avg: 12%
Net Profit Margin
14.7%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.11x
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.

FB Financial Corp Balance Sheet: FBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.11x
Debt/Assets
88.0%
Interest Coverage
0.91x
Long-term Debt
$212.8M

FBK Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: FB Financial Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.57 reflects profitable operations.

FBK 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
17.6%
Free cash flow / Revenue

FB Financial Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$155.9M
Cash generated from operations
Stock Buybacks
$155.9M
Shares repurchased (TTM)
Capital Expenditures
$8.8M
Investment in assets
Dividends Paid
$37.9M
Returned to shareholders

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

Access official SEC EDGAR filings for FB Financial Corp (CIK: 0001649749)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 8-K fbk-20260413.htm View →
Apr 6, 2026 DEF 14A fbk-20260406.htm View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775256873.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775256799.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775256765.xml View →

Frequently Asked Questions about FBK

What is the AI rating for FBK?

FB Financial Corp (FBK) 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 FBK's key strengths?

Claude: Exceptional revenue growth of 61.6% year-over-year demonstrates strong market demand. Healthy free cash flow of $147M with 17.6% FCF margin provides financial flexibility. ChatGPT: Revenue grew 61.6% year over year, indicating strong balance sheet and earning-asset expansion. Free cash flow of $147.01M and low capital expenditure needs support internal capital generation.

What are the risks of investing in FBK?

Claude: Interest coverage ratio of 0.9x indicates insufficient earnings to cover interest obligations, signaling financial stress. Flat net income growth (0.0% YoY) despite 61.6% revenue growth suggests deteriorating profitability or margin compression. ChatGPT: Net income was flat and diluted EPS declined 1.2%, signaling weaker earnings conversion despite strong revenue growth. ROE of 6.3% and ROA of 0.8% are modest for a commercial bank and suggest limited profitability efficiency.

What is FBK's revenue and growth?

FB Financial Corp reported revenue of $833.9M.

Does FBK pay dividends?

FB Financial Corp pays dividends, with $37.9M distributed to shareholders in the trailing twelve months.

Where can I find FBK SEC filings?

Official SEC filings for FB Financial Corp (CIK: 0001649749) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FBK's EPS?

FB Financial Corp has a diluted EPS of $2.45.

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 FBK a good stock to buy right now?

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

Is FBK stock overvalued or undervalued?

Valuation metrics for FBK: ROE of 6.3% (sector avg: 12%), net margin of 14.7% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy FBK stock in 2026?

Our dual AI analysis gives FB Financial Corp a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FBK's free cash flow?

FB Financial Corp's operating cash flow is $155.9M, with capital expenditures of $8.8M. FCF margin is 17.6%.

How does FBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 14.7% (avg: 25%), ROE 6.3% (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 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI