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Farmers & Merchants Bancorp (FMCB) Stock Fundamental Analysis & AI Rating 2026

FMCB OTC National Commercial Banks DE CIK: 0001085913
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
79% Confidence
STRONG AGREEMENT
BUY
75% Conf
BUY
83% Conf

📊 FMCB Key Takeaways

Revenue: $279.5M
Net Margin: 33.5%
Free Cash Flow: $96.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $133.96
AI Rating: BUY with 75% confidence
Farmers & Merchants Bancorp (FMCB) receives a BUY rating with 79% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $279.5M, net profit margin of 33.5%, and return on equity (ROE) of 14.5%, Farmers & Merchants Bancorp demonstrates strong fundamentals in the Finance sector. Below is our complete FMCB stock analysis for 2026.

Is Farmers & Merchants Bancorp (FMCB) a Good Investment?

Claude

FMCB demonstrates robust financial health with strong profitability (33.5% net margin, 14.5% ROE) and consistent revenue growth of 27.5% YoY, indicating effective operational execution in a challenging banking environment. The company maintains excellent liquidity with zero leverage and strong free cash flow generation ($96.6M FCF, 34.6% FCF margin), positioning it well for sustainable dividend growth and capital deployment.

ChatGPT

FARMERS & MERCHANTS BANCORP shows strong core fundamentals, with robust revenue growth, high operating and net margins, and solid returns on equity and assets for a bank of its size. Cash generation is strong relative to revenue, and the balance sheet appears conservatively structured, but the modest net income growth versus revenue growth suggests investors should watch credit costs, funding pressure, and margin sustainability.

Why Buy Farmers & Merchants Bancorp Stock? FMCB Key Strengths

Claude
  • + Exceptional net profit margin of 33.5% well above banking industry averages
  • + Strong revenue growth of 27.5% YoY with net income growth of 5.8% demonstrating operational leverage
  • + Fortress balance sheet with zero long-term debt and $144.9M cash providing financial flexibility
  • + Robust free cash flow of $96.6M representing 34.6% of revenue with minimal capital intensity
  • + Solid return on equity of 14.5% indicating efficient use of shareholder capital
  • + Strong interest coverage ratio of 8.6x demonstrating low financial distress risk
ChatGPT
  • + Strong profitability, with 46.1% operating margin and 33.5% net margin
  • + Healthy capital position supported by $645.51M in equity and no reported long-term debt
  • + High-quality cash generation, with $96.62M in free cash flow and a 34.6% FCF margin

FMCB Stock Risks: Farmers & Merchants Bancorp Investment Risks

Claude
  • ! ROA of only 1.6% suggests asset-heavy business model typical of banks; significant capital deployment required for growth
  • ! Rapid 27.5% revenue growth may not be sustainable long-term; cyclical banking dynamics and interest rate sensitivity present headwinds
  • ! Net income growth of only 5.8% YoY lags revenue growth, indicating margin compression or increasing operational costs
  • ! OTC exchange listing versus major exchanges may limit institutional investor access and liquidity
  • ! Significant insider activity (9 Form 4 filings in 90 days) warrants monitoring for insider sentiment and potential conflicts
ChatGPT
  • ! Revenue growth materially outpaced net income growth, which may indicate rising expenses or credit costs
  • ! Bank fundamentals remain sensitive to loan losses, deposit competition, and net interest margin compression
  • ! Limited liquidity detail in the provided data makes funding resilience harder to fully assess

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trends and sensitivity to interest rate changes
  • * Loan loss provision rates and credit quality deterioration signals
  • * Deposit growth rates and funding stability metrics
  • * Quarterly revenue sustainability relative to 27.5% baseline growth
  • * Efficiency ratio evolution as expense growth relative to revenue
  • * Regulatory capital ratios and compliance status
ChatGPT
  • * Net interest margin and deposit funding costs
  • * Nonperforming assets, charge-offs, and allowance for credit losses

Farmers & Merchants Bancorp (FMCB) Financial Metrics & Key Ratios

Revenue
$279.5M
Net Income
$93.6M
EPS (Diluted)
$133.96
Free Cash Flow
$96.6M
Total Assets
$5.7B
Cash Position
$144.9M

💡 AI Analyst Insight

The 34.6% 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.

FMCB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 46.1%
Net Margin 33.5%
ROE 14.5%
ROA 1.6%
FCF Margin 34.6%

FMCB vs Finance Sector: How Farmers & Merchants Bancorp Compares

How Farmers & Merchants Bancorp compares to Finance sector averages

Net Margin
FMCB 33.5%
vs
Sector Avg 25.0%
FMCB Sector
ROE
FMCB 14.5%
vs
Sector Avg 12.0%
FMCB Sector
Current Ratio
FMCB 0.0x
vs
Sector Avg 1.2x
FMCB Sector
Debt/Equity
FMCB 0.0x
vs
Sector Avg 2.0x
FMCB Sector

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

Is Farmers & Merchants Bancorp Stock Overvalued? FMCB Valuation Analysis 2026

Based on fundamental analysis, Farmers & Merchants Bancorp appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
14.5%
Sector avg: 12%
Net Profit Margin
33.5%
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.

Farmers & Merchants Bancorp Balance Sheet: FMCB Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.7%
Interest Coverage
8.63x
Long-term Debt
N/A

FMCB Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Farmers & Merchants Bancorp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $116.61 reflects profitable operations.

FMCB 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
34.6%
Free cash flow / Revenue

Farmers & Merchants Bancorp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$104.2M
Cash generated from operations
Stock Buybacks
$2.9M
Shares repurchased (TTM)
Capital Expenditures
$7.6M
Investment in assets
Dividends Paid
$13.8M
Returned to shareholders

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

Access official SEC EDGAR filings for Farmers & Merchants Bancorp (CIK: 0001085913)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 DEF 14A ef20068658_def14a.htm View →
Mar 16, 2026 4 xslF345X05/marketforms-72557.xml View →
Mar 13, 2026 10-K fmcb-20251231.htm View →
Feb 17, 2026 4 xslF345X05/marketforms-72219.xml View →
Feb 12, 2026 8-K ef20065510_8k.htm View →

Frequently Asked Questions about FMCB

What is the AI rating for FMCB?

Farmers & Merchants Bancorp (FMCB) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FMCB's key strengths?

Claude: Exceptional net profit margin of 33.5% well above banking industry averages. Strong revenue growth of 27.5% YoY with net income growth of 5.8% demonstrating operational leverage. ChatGPT: Strong profitability, with 46.1% operating margin and 33.5% net margin. Healthy capital position supported by $645.51M in equity and no reported long-term debt.

What are the risks of investing in FMCB?

Claude: ROA of only 1.6% suggests asset-heavy business model typical of banks; significant capital deployment required for growth. Rapid 27.5% revenue growth may not be sustainable long-term; cyclical banking dynamics and interest rate sensitivity present headwinds. ChatGPT: Revenue growth materially outpaced net income growth, which may indicate rising expenses or credit costs. Bank fundamentals remain sensitive to loan losses, deposit competition, and net interest margin compression.

What is FMCB's revenue and growth?

Farmers & Merchants Bancorp reported revenue of $279.5M.

Does FMCB pay dividends?

Farmers & Merchants Bancorp pays dividends, with $13.8M distributed to shareholders in the trailing twelve months.

Where can I find FMCB SEC filings?

Official SEC filings for Farmers & Merchants Bancorp (CIK: 0001085913) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FMCB's EPS?

Farmers & Merchants Bancorp has a diluted EPS of $133.96.

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 FMCB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Farmers & Merchants Bancorp has a BUY rating with 79% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FMCB stock overvalued or undervalued?

Valuation metrics for FMCB: ROE of 14.5% (sector avg: 12%), net margin of 33.5% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy FMCB stock in 2026?

Our dual AI analysis gives Farmers & Merchants Bancorp a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FMCB's free cash flow?

Farmers & Merchants Bancorp's operating cash flow is $104.2M, with capital expenditures of $7.6M. FCF margin is 34.6%.

How does FMCB compare to other Finance stocks?

Vs Finance sector averages: Net margin 33.5% (avg: 25%), ROE 14.5% (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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI