EFSC Stock Analysis: Enterprise Financial | NASDAQ

Banks - Regional | NASDAQ, USA | Market Cap: 2.407m USD | 12M Return: 16.7% | Charts, Fundamentals & Technical Analysis

Commercial Banking, Wealth Management, Treasury Management, International Banking
Total Rating 41
Safety 56
Buy Signal 0.21
Banks - Regional
Industry Rotation: +3.8
Market Cap: 2.41B
Avg Turnover: 15.6M
Risk 3d forecast
Volatility28.8%
VaR 5th Pctl4.53%
VaR vs Median-4.31%
Reward TTM
Sharpe Ratio0.58
Rel. Str. IBD62.2
Rel. Str. Peer Group34.3
Character TTM
Beta0.528
Beta Downside0.516
Hurst Exponent0.456
Drawdowns 3y
Max DD25.03%
CAGR/Max DD0.81
CAGR/Mean DD2.39
EPS (Earnings per Share) EPS (Earnings per Share) of EFSC over the last years for every Quarter: "2021-06": 1.04, "2021-09": 0.25, "2021-12": 1.23, "2022-03": 1.23, "2022-06": 1.19, "2022-09": 1.32, "2022-12": 1.58, "2023-03": 1.46, "2023-06": 1.29, "2023-09": 1.17, "2023-12": 1.21, "2024-03": 1.07, "2024-06": 1.21, "2024-09": 1.29, "2024-12": 1.32, "2025-03": 1.31, "2025-06": 1.37, "2025-09": 1.2, "2025-12": 1.36, "2026-03": 1.31,
EPS CAGR: -0.43%
EPS Trend: -6.6%
Last SUE: 0.10
Qual. Beats: 0
Revenue Revenue of EFSC over the last years for every Quarter: 2021-06: 97.067, 2021-09: 112.067, 2021-12: 118.767, 2022-03: 116.621, 2022-06: 120.67, 2022-09: 139.345, 2022-12: 157.025, 2023-03: 169.494, 2023-06: 182.953, 2023-09: 192.545, 2023-12: 198.524, 2024-03: 199.686, 2024-06: 201.242, 2024-09: 208.476, 2024-12: 205.002, 2025-03: 201.639, 2025-06: 209.355, 2025-09: 243.707, 2025-12: 257.685, 2026-03: 244.179,
Rev. CAGR: 11.91%
Rev. Trend: 95.9%
Last SUE: 1.13
Qual. Beats: 2

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +4.1% 18
Feb -0.1% 15
Mar -5.7% 31
Apr -2.2% 18
May -0.6% 0
Jun +1.7% 2
Jul +0.1% 20
Aug -2.5% 51
Sep -2.4% 10
Oct +2.1% 20
Nov +2.9% 33
Dec +0.2% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EFSC Enterprise Financial

Enterprise Financial Services Corp (EFSC) is a U.S.-based financial holding company that operates primarily through its Enterprise Bank & Trust subsidiary, delivering commercial banking and wealth management services to both individuals and corporate clients across eight states (Arizona, California, Florida, Kansas, Missouri, Nevada, and New Mexico), with its headquarters in Clayton, Missouri. As a regional bank, EFSC follows the standard commercial banking model of accepting deposits and originating loans, with a heavier orientation toward business and commercial real estate lending than retail-focused national banks.

The companys core activities span interest-bearing and non-interest-bearing deposit products (demand, money market, savings, and CDs) and a diversified loan portfolio that includes commercial and industrial, commercial real estate, construction and development, residential real estate, SBA, and consumer loans. Beyond traditional banking, EFSC offers treasury management, international trade services, sponsor finance, tax credit lending and brokerage, fiduciary and investment advisory services, and insurance-related products, supported by a digital banking platform that includes mobile, online, and remote deposit capabilities. Founded in 1988 and listed on NASDAQ since 1999, the company operates as a mid-cap regional bank within the Financials sector.

Headlines to Watch Out For
  • Net interest margin compresses as deposit costs outpace loan repricing
  • Commercial real estate loan portfolio faces elevated credit risk
  • Wealth management and treasury management fees accelerate noninterest income growth
Piotroski VR-10 (Strict) 3.5
Net Income: 200.8m TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.41 > 1.0
NWC/Revenue: 26.27% < 20% (prev -1.37k%; Δ 1.40k% < -1%)
CFO/TA 0.01 > 3% & CFO 212.0m > Net Income 200.8m
Net Debt (169.4m) to EBITDA (298.3m): 0.57 < 3
Current Ratio: 33.80 > 1.5 & < 3
Outstanding Shares: last quarter (37.2m) vs 12m ago -0.36% < -2%
Gross Margin: 70.18% > 18% (prev 63.48%; Δ 6.70% > 0.5%)
Asset Turnover: 5.80% > 50% (prev 5.21%; Δ 0.60% > 0%)
Interest Coverage Ratio: 1.11 > 6 (EBIT TTM 285.5m / Interest Expense TTM 256.4m)
Altman Z'' 0.55
A: 0.01 (Total Current Assets 258.5m - Total Current Liabilities 7.65m) / Total Assets 17.2b
B: 0.06 (Retained Earnings 1.04b / Total Assets 17.2b)
C: 0.02 (EBIT TTM 285.5m / Avg Total Assets 16.5b)
D: 0.13 (Book Value of Equity 2.02b / Total Liabilities 15.2b)
Altman-Z'' = 0.55 = B
What is the price of EFSC shares?

As of July 08, 2026, the stock is trading at USD 65.04 with a total of 163,970 shares traded. Over the past week, the price has changed by -1.62%, over one month by +5.77%, over three months by +16.26% and over the past year by +16.65%.

Current recommended Stop Loss: 63.20 (which is 2.8% or 1.2 ATR below the current price).

Is EFSC a buy, sell or hold?

Enterprise Financial has received a consensus analysts rating of 4.25. Therefore, it is recommended to buy EFSC.

  • StrongBuy: 2
  • Buy: 1
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the EFSC price?
Analysts Target Price 68.8 5.8%
Enterprise Financial (EFSC) - Fundamental Data Overview as of 05 July 2026
Market Cap USD = 2.41b (2.41b USD * 1.0 USD.USD)
P/E Trailing = 12.4151
P/E Forward = 13.2802
P/S = 3.4704
P/B = 1.2344
P/EG = 1.2277
Revenue TTM = 954.9m USD
EBIT TTM = 285.5m USD
EBITDA TTM = 298.3m USD
Long Term Debt = 413.1m USD (from longTermDebt, last quarter)
Short Term Debt = 7.65m USD (from shortTermDebt, last fiscal year)
Debt = 427.9m USD (from shortLongTermDebtTotal, last quarter) + Leases 14.8m
Net Debt = 169.4m USD (calculated: Debt 427.9m - CCE 258.5m)
Enterprise Value = 2.58b USD (2.41b + Debt 427.9m - CCE 258.5m)
Interest Coverage Ratio = 1.11 (Ebit TTM 285.5m / Interest Expense TTM 256.4m)
EV/FCF = 12.67x (Enterprise Value 2.58b / FCF TTM 203.4m)
FCF Yield = 7.89% (FCF TTM 203.4m / Enterprise Value 2.58b)
FCF Margin = 21.30% (FCF TTM 203.4m / Revenue TTM 954.9m)
Net Margin = 21.03% (Net Income TTM 200.8m / Revenue TTM 954.9m)
Gross Margin = 70.18% ((Revenue TTM 954.9m - Cost of Revenue TTM 284.7m) / Revenue TTM)
Gross Margin QoQ = 72.89% (prev 71.54%)
Tobins Q-Ratio = 0.15 (Enterprise Value 2.58b / Total Assets 17.2b)
 Interest Expense / Debt = 59.91% (Interest Expense 256.4m / Debt 427.9m)
 Taxrate = 29.69% (84.8m / 285.5m)
NOPAT = 200.8m (EBIT 285.5m * (1 - 29.69%))
Current Ratio = 33.80 (Total Current Assets 258.5m / Total Current Liabilities 7.65m)
Debt / Equity = 0.21 (Debt 427.9m / totalStockholderEquity, last quarter 2.02b)
Debt / EBITDA = 0.57 (Net Debt 169.4m / EBITDA 298.3m)
Debt / FCF = 0.83 (Net Debt 169.4m / FCF TTM 203.4m)
Total Stockholder Equity = 1.99b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.22% (Net Income 200.8m / Total Assets 17.2b)
RoE = 10.08% (Net Income TTM 200.8m / Total Stockholder Equity 1.99b)
RoCE = 11.87% (EBIT 285.5m / Capital Employed (Equity 1.99b + L.T.Debt 413.1m))
RoIC = 1.17% (NOPAT 200.8m / Invested Capital 17.2b)
WACC = 6.66% (E(2.41b)/V(2.84b) * Re(7.84%) + (debt cost/tax rate unavailable))
Discount Rate = 7.84% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -66.94 | Cagr: -1.18%
[DCF] Terminal Value 73.10% ; FCFF base≈221.5m ; Y1≈194.2m ; Y5≈156.9m
[DCF] Fair Price = 64.22 (EV 2.52b - Net Debt 169.4m = Equity 2.35b / Shares 36.6m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: -6.57 | EPS CAGR: -0.43% | SUE: 0.10 | # QB: 0
Revenue Correlation: 95.87 | Revenue CAGR: 11.91% | SUE: 1.13 | # QB: 2
EPS current Quarter (2026-06-30): EPS=1.35 | Chg30d=+0.19% | Revisions=+25% | Analysts=4
EPS next Quarter (2026-09-30): EPS=1.43 | Chg30d=+0.88% | Revisions=+25% | Analysts=4
EPS current Year (2026-12-31): EPS=5.55 | Chg30d=+0.10% | Revisions=+25% | GrowthEPS=+6.0% | GrowthRev=+4.4%
EPS next Year (2027-12-31): EPS=5.91 | Chg30d=+0.54% | Revisions=+40% | GrowthEPS=+6.4% | GrowthRev=+4.0%
[Analyst] Revisions Ratio: +62% (up=5, down=0)