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NB Bancorp, Inc. (NBBK) Stock Fundamental Analysis & AI Rating 2026

NBBK Nasdaq Savings Institutions, Not Federally Chartered CIK: 0001979330
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 28, 2026 (in 12 days) • TBD ET • EPS est. $0.54 (vs $0.35 prior year) • All earnings →
Combined AI Rating
HOLD
65% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
68% Conf

📊 NBBK Key Takeaways

Revenue: $335.7M
Net Margin: 15.0%
Free Cash Flow: $57.4M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.34
AI Rating: HOLD with 62% confidence
NB Bancorp, Inc. (NBBK) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $335.7M, net profit margin of 15.0%, and return on equity (ROE) of 5.9%, NB Bancorp, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NBBK stock analysis for 2026.

Is NB Bancorp, Inc. (NBBK) a Good Investment?

Claude

Exceptional 70% revenue growth demonstrates strong market positioning, but flat net income despite this growth reveals concerning operational trends. Very low ROA of 0.7% and stagnant profitability suggest potential asset quality deterioration or margin compression that requires urgent clarification before upgrading positioning.

ChatGPT

NB Bancorp shows robust balance sheet strength with high liquidity and no long-term debt, alongside strong free cash flow and a sizable revenue increase. However, flat net income despite 70% revenue growth and subdued ROE/ROA indicate profitability and efficiency challenges that need to improve. Await clearer translation of growth into earnings and better returns before a more constructive stance.

Why Buy NB Bancorp, Inc. Stock? NBBK Key Strengths

Claude
  • + Exceptional 70% YoY revenue growth indicates strong market expansion and competitive position
  • + Zero long-term debt with 13.2x interest coverage provides substantial financial flexibility
  • + Healthy free cash flow of $57.4M with 17.1% FCF margin demonstrates cash generation capability
ChatGPT
  • + Strong capital and liquidity (equity ~12% of assets; high cash)
  • + Positive free cash flow with solid 17% FCF margin
  • + Healthy interest coverage and double‑digit operating margin

NBBK Stock Risks: NB Bancorp, Inc. Investment Risks

Claude
  • ! Critical divergence: net income completely flat despite 70% revenue growth suggests asset quality deterioration or severe margin compression
  • ! Very low ROA of 0.7% for a financial institution indicates substandard asset productivity and potential loan underperformance
  • ! Operating leverage failing to materialize despite massive revenue growth raises questions about cost structure and expense control
ChatGPT
  • ! Revenue growth not converting to earnings (flat net income)
  • ! Low ROE (5.9%) and ROA (0.7%) signal subpar profitability
  • ! Potential margin pressure from higher funding costs and credit provisions

Key Metrics to Watch

Claude
  • * Net income growth trajectory - must reaccelerate or growth thesis collapses
  • * Return on Assets trend and loan loss provisions - diagnostic for margin vs asset quality issues
  • * Net Interest Margin and deposit cost dynamics to identify root cause of profitability stagnation
ChatGPT
  • * Net interest margin (NIM)
  • * Efficiency ratio (noninterest expense/revenue)

NB Bancorp, Inc. (NBBK) Financial Metrics & Key Ratios

Revenue
$335.7M
Net Income
$50.3M
EPS (Diluted)
$1.34
Free Cash Flow
$57.4M
Total Assets
$7.0B
Cash Position
$407.6M

💡 AI Analyst Insight

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

NBBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 21.2%
Net Margin 15.0%
ROE 5.9%
ROA 0.7%
FCF Margin 17.1%

NBBK vs Finance Sector: How NB Bancorp, Inc. Compares

How NB Bancorp, Inc. compares to Finance sector averages

Net Margin
NBBK 15.0%
vs
Sector Avg 25.0%
NBBK Sector
ROE
NBBK 5.9%
vs
Sector Avg 12.0%
NBBK Sector
Current Ratio
NBBK 0.0x
vs
Sector Avg 1.2x
NBBK Sector
Debt/Equity
NBBK 0.0x
vs
Sector Avg 2.0x
NBBK Sector

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

Is NB Bancorp, Inc. Stock Overvalued? NBBK Valuation Analysis 2026

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

Return on Equity
5.9%
Sector avg: 12%
Net Profit Margin
15.0%
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.

NB Bancorp, Inc. Balance Sheet: NBBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
87.7%
Interest Coverage
13.17x
Long-term Debt
N/A

NBBK Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: NB Bancorp, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.23 reflects profitable operations.

NBBK 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
17.1%
Free cash flow / Revenue

NB Bancorp, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$60.8M
Cash generated from operations
Stock Buybacks
$77.1M
Shares repurchased (TTM)
Capital Expenditures
$3.4M
Investment in assets
Dividends Paid
$5.6M
Returned to shareholders

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

Access official SEC EDGAR filings for NB Bancorp, Inc. (CIK: 0001979330)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 27, 2026 DEF 14A nbbk-20260429xdef14a.htm View →
Mar 19, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 9, 2026 4 xslF345X05/rdgdoc.xml View →
Mar 9, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about NBBK

What is the AI rating for NBBK?

NB Bancorp, Inc. (NBBK) 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 NBBK's key strengths?

Claude: Exceptional 70% YoY revenue growth indicates strong market expansion and competitive position. Zero long-term debt with 13.2x interest coverage provides substantial financial flexibility. ChatGPT: Strong capital and liquidity (equity ~12% of assets; high cash). Positive free cash flow with solid 17% FCF margin.

What are the risks of investing in NBBK?

Claude: Critical divergence: net income completely flat despite 70% revenue growth suggests asset quality deterioration or severe margin compression. Very low ROA of 0.7% for a financial institution indicates substandard asset productivity and potential loan underperformance. ChatGPT: Revenue growth not converting to earnings (flat net income). Low ROE (5.9%) and ROA (0.7%) signal subpar profitability.

What is NBBK's revenue and growth?

NB Bancorp, Inc. reported revenue of $335.7M.

Does NBBK pay dividends?

NB Bancorp, Inc. pays dividends, with $5.6M distributed to shareholders in the trailing twelve months.

Where can I find NBBK SEC filings?

Official SEC filings for NB Bancorp, Inc. (CIK: 0001979330) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NBBK's EPS?

NB Bancorp, Inc. has a diluted EPS of $1.34.

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 NBBK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NB 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 NBBK stock overvalued or undervalued?

Valuation metrics for NBBK: ROE of 5.9% (sector avg: 12%), net margin of 15.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy NBBK stock in 2026?

Our dual AI analysis gives NB 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 NBBK's free cash flow?

NB Bancorp, Inc.'s operating cash flow is $60.8M, with capital expenditures of $3.4M. FCF margin is 17.1%.

How does NBBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 15.0% (avg: 25%), ROE 5.9% (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: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI