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Commerce Bancshares, Inc. (CBSH)

NEUTRAL
Financial ServicesBanks - RegionalUnited States

Fundamental

61

Preço

$58.08

Capitalização de Mercado

$8.44B

Parte 1 · Quanto vale a empresa

Visão Geral

Commerce Bancshares, Inc. operates as the bank holding company for Commerce Bank that provides retail, mortgage banking, corporate, investment, trust, and asset management products and services to individuals and businesses in the United States. It operates through three segments: Retail Banking, Commercial, and Wealth. The Retail Banking segment offers various banking products and services, including consumer deposits; consumer loans, such as automobile, motorcycle, marine, tractor/trailer, recreational vehicle, fixed rate and revolving home equity, and other consumer loans; patient health care financing; real estate loans; indirect and other consumer financing; retail branch network; personal mortgage banking; consumer installment lending; and consumer debit and credit bank cards. The Commercial segment provides corporate lending, leasing, international, merchant and commercial bank card, and securities safekeeping and bond accounting services; and business products, government deposits, and related commercial cash management services, as well as sells fixed income securities to correspondent banks, corporations, public institutions, municipalities, and individuals. The Wealth segment provides traditional trust and estate planning, advisory and discretionary investment portfolio management, and brokerage services, as well as private banking accounts. The company offers private equity investment, securities brokerage, insurance agency, specialty lending, and leasing services, as well as online and mobile banking services. Commerce Bancshares, Inc. was founded in 1865 and is headquartered in Kansas City, Missouri.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balanço & Liquidez

Receita

$1.86B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$584M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$592M

Capital Próprio Total

$3.79B

Passivo Total

$29.10B

Rácio de Liquidez

-

Cobertura de Juros

0.64

Dívida/EBITDA

-

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

BankJustamente Valorizada

Valor Justo

$59.90

Preço Atual

$58.08

Margem de Segurança

+3.0%

Intervalo de Valor Justo

$44.48 - $75.31

Métodos de Estimativa

Analyst price target:$65.33
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$54.58
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):Not applicable to this type of company
Justified P/B:$71.51
Dividend discount (Gordon):$28.02
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:Not applicable to this type of company
Revenue multiple:Not applicable to this type of company
Consenso dos Analistas:Comprar (6B / 9H / 0S)
Última Surpresa de Resultados:+2.12%

Métricas de Avaliação

Rácio P/E

14.37

ROE

14.9%

Rácio P/B

1.93

P/FCF

6.93

Margem Bruta

-

ROIC

-

Radar de Rentabilidade

Value Creation (Economic Moat)

ROIC

-

WACC

9.6%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (13)

  • EPS shows upward trend
  • P/FCF 6.93
  • P/B Ratio 1.93
  • Operating Margin 40.7%
  • Positive Free Cash Flow
  • CapEx intensity
  • Low reliance on intangibles
  • ROE 14.4%
  • Revenue Growth 5Y 5.1%
  • PEG Ratio 1.43
  • Earnings Quality (OCF/NI) 2.16
  • Share Dilution -1.7%
  • Piotroski F-Score 7/9

Reprovado (10)

  • EPS CAGR 3.53%
  • Price CAGR 3.07%
  • Debt/Equity ratio
  • Interest Coverage
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • Analyst Consensus 40% Buy
  • Earnings Surprise avg 1.0%
  • Net Margin Trend 31.3% vs 32.5%

Indisponível (5)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Current Ratio
  • Debt/EBITDA

Piotroski F-Score

7/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

2.16

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-1.7%

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
Mr. John W. KemperPresident, CEO & Director47
Mr. Charles G. KimExecutive VP & CFO64
Mr. Kevin Gene BarthExecutive Vice President64
Mr. Robert S. HolmesExecutive Vice President61
Mr. John Koeneman HandyExecutive Vice President61
Mr. David W. KemperExecutive Chairman74
Mr. Steven A. BrandjordCorporate Controller & Chief Accounting Officer-
Mr. Matthew BurkemperDirector of Finance, Corporate Development & Investor Relations-
Ms. Margaret M. RoweSenior VP, General Counsel, Secretary & Executive Director of Corporate Risk Management60
Mr. Douglas D. NeffSenior Vice President56

Risco de Auditoria

2

Risco do Conselho

5

Risco de Remuneração

5

Risco dos Direitos dos Acionistas

7

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for CBSH, sourced from Markets Gazette.

  • 2/26/2026POSITIVE
    Waterford Advisors Loads Up on CBSH, Buying 44,000 Shares

    Waterford Advisors has significantly increased its stake in Commerce Bancshares Inc., acquiring a substantial 44,000 shares of the company. This strategic move by a financial advisor of this stature signals strong confidence in the bank's future prospects. Commerce Bancshares, recognized for its diversified banking and wealth management services, operates a robust network of 287 locations across the Midwest. Waterford's substantial investment could be interpreted by the market as a positive indicator, suggesting that institutional investors perceive value and growth potential in Commerce Bancshares' business model and regional coverage. This development might attract further investor attention, potentially influencing the stock's valuation positively in the short to medium term.

via Markets Gazette