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CARE

Strong BuyFull HouseFLAG

Carter Bankshares, Inc. · Financial Services · United States · $729M · Avg Vol: $11M/d

92
StockRank
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Q
74
V
57
M
63
P/E (TTM)
5.5x
ROE
27.2%
D/E
0.4x
Dividend %
0.3%
AI CONVICTION THESIS

Carter Bankshares is a small US regional bank whose reported quality is distorted by a single very large non-accrual lending relationship that has dominated its credit picture and earnings for several periods. That concentration is a specific, nameable credit issue rather than an information gap. No failure or restatement is known, so this is a flag rather than a removal.

COMPANY DESCRIPTION

Carter Bankshares, Inc. is a bank holding company for Carter Bank & Trust, offering a full suite of community banking services to individuals and businesses across Virginia and North Carolina. It is a regional community bank with a long history and established branch network, serving its local markets with personalized financial solutions. Carter Bankshares is a deeply rooted community bank providing essential financial services to small businesses and individuals in its Mid-Atlantic operating region.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue158.9M137.7M132.4M149.0M-2.1%286.2M252.4M198.5M15.4%
EPS2.031.001.061.38-12.1%5.805.762.6037.3%
Shares24.0M23.0M23.1M22.1M-7.8%23.2M
Debt180.6M393.4M70.0M178.5M-0.4%11.4M
Equity328.6M351.2M384.3M419.7M8.5%
Op CF70.8M46.7M36.9M39.9M-17.4%67.3M
Inv CF-382.1M-307.0M-68.4M-155.9M
Fin CF80.3M267.9M108.1M90.0M
Loading 1Y...
PRICE (1Y)-7.4%
30.7732.0133.2534.4835.72Jul 30Aug 20Sep 10
SMA 50SMA 200

Close
$31.60
RSI (14)
54.9
52W High
$35.95
From 52W High
0.9%

SCORE BREAKDOWN

Quality
74
ROIC (ROA)
2.7%*62.3
ROE
27.2%90.9
GP/Assets
5.9%N/A
Op. Margin
55.0%74.5
FCF/Assets
6.8%N/A
Piotroski
685.7
Int. Cover
50.0
D/E Ratio
0.43xN/A
Current Ratio
bankN/A
Value
57
P/E (TTM)
5.5x89.1
EV/EBITDA
bankN/A
P/FCF
2.2xN/A
P/B
1.3x44.4
P/S
2.6x66.0
Div Yield
0.3%3.0
Momentum
63
52W High %
88%40.7
RS 6M
46%96.4
SMA 50/200
1.28x97.4
EPS Rev 4W
+0.9%48.4
EPS Rev 12W
+1.3%59.2
EPS Improve
-55%4.3
Q Growth
240%91.6

FUNDAMENTALS

Market Cap
$729M
P/E (Forward)
12.3x
Gross Margin

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of CARE are excluded.

TickerCompanyMkt CapStockRankSignal
CARECarter Bankshares, Inc.(you)$729M92Strong Buy
PBAMPrivate Bancorp of America, Inc.$508M89Strong Buy
FBIZFirst Business Financial Services, Inc.$593M83Strong Buy
FISIFinancial Institutions, Inc.$807M81Strong Buy
GCBCGreene County Bancorp, Inc.$594M83Strong Buy
WASHWashington Trust Bancorp, Inc.$753M78Buy
HAFCHanmi Financial Corporation$923M82Strong Buy
CZFSCitizens Financial Services, Inc.$390M90Strong Buy
THFFFirst Financial Corporation$942M82Strong Buy
FNLCThe First Bancorp, Inc.$392M89Strong Buy

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Carter Bankshares, Inc. (CARE): Stock Score Summary

Carter Bankshares, Inc. (CARE) has a MoatMap StockRank of 92/100 based on Quality (74/100), Value (57/100), and Momentum (63/100) factor scores. The current signal is STRONG BUY. Carter Bankshares is a small US regional bank whose reported quality is distorted by a single very large non-accrual lending relationship that has dominated its credit picture and earnings for several periods. That concentration is a specific, nameable credit issue rather than an information gap. No failure or restatement is known, so this is a flag rather than a removal.

Carter Bankshares, Inc. is a bank holding company for Carter Bank & Trust, offering a full suite of community banking services to individuals and businesses across Virginia and North Carolina. It is a regional community bank with a long history and established branch network, serving its local markets with personalized financial solutions. Carter Bankshares is a deeply rooted community bank providing essential financial services to small businesses and individuals in its Mid-Atlantic operating region.

Key Financial Metrics

Price$31.60
Market Cap$729M
P/E (TTM)5.51
P/E (Forward)12.30
Price/Book1.31
Return on Equity27.2%
Debt/Equity0.43x
Operating Margin55.0%
Revenue Growth68.3%
Dividend Yield0.3%
Free Cash Flow$329M

Carter Bankshares, Inc. operates in the Banks - Regional industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Carter Bankshares, Inc.’s (CARE) StockRank?
MoatMap’s StockRank for Carter Bankshares, Inc. (CARE) is 92/100, with a Strong Buy signal. It is a composite of Quality (74), Value (57), and Momentum (63) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Carter Bankshares, Inc. have an economic moat?
Carter Bankshares, Inc. (CARE) has a Quality factor score of 74/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Carter Bankshares, Inc. a buy, hold, or sell?
MoatMap’s current signal for Carter Bankshares, Inc. (CARE) is Strong Buy, based on a StockRank of 92/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Carter Bankshares, Inc. in?
Carter Bankshares, Inc. (CARE) operates in the Financial Services sector, specifically the Banks - Regional industry (United States).