SFST Stock Analysis: Southern First Bancshares | NASDAQ

Banks - Regional | NASDAQ, USA | Market Cap: 579m USD | 12M Return: 54.3% | Charts, Fundamentals & Technical Analysis

Commercial Loans, Consumer Loans, Mortgage Loans, Deposit Accounts
Total Rating 52
Safety 61
Buy Signal -0.16
Banks - Regional
Industry Rotation: +3.8
Market Cap: 579M
Avg Turnover: 9.21M
Risk 3d forecast
Volatility34.6%
VaR 5th Pctl5.64%
VaR vs Median-1.15%
Reward TTM
Sharpe Ratio1.41
Rel. Str. IBD75.6
Rel. Str. Peer Group76.3
Character TTM
Beta0.664
Beta Downside0.528
Hurst Exponent0.511
Drawdowns 3y
Max DD33.61%
CAGR/Max DD1.05
CAGR/Mean DD3.09
EPS (Earnings per Share) EPS (Earnings per Share) of SFST over the last years for every Quarter: "2021-06": 1.27, "2021-09": 1.75, "2021-12": 1.49, "2022-03": 0.98, "2022-06": 0.9, "2022-09": 1.04, "2022-12": 0.68, "2023-03": 0.33, "2023-06": 0.31, "2023-09": 0.51, "2023-12": 0.51, "2024-03": 0.31, "2024-06": 0.37, "2024-09": 0.54, "2024-12": 0.7, "2025-03": 0.65, "2025-06": 0.81, "2025-09": 1.07, "2025-12": 1.21, "2026-03": 1.19,
EPS CAGR: 34.31%
EPS Trend: 79.1%
Last SUE: -0.39
Qual. Beats: 0
Revenue Revenue of SFST over the last years for every Quarter: 2021-06: 26.353, 2021-09: 27.725, 2021-12: 25.806, 2022-03: 27.391, 2022-06: 29.897, 2022-09: 33.614, 2022-12: 36.338, 2023-03: 40.374, 2023-06: 45.422, 2023-09: 50.197, 2023-12: 51.466, 2024-03: 51.027, 2024-06: 54.069, 2024-09: 54.346, 2024-12: 53.883, 2025-03: 52.761, 2025-06: 55.652, 2025-09: 58.586, 2025-12: 57.62, 2026-03: 33.799,
Rev. CAGR: 10.54%
Rev. Trend: 82.4%
Last SUE: 0.01
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.5% 2
Feb -3.9% 45
Mar -4.9% 45
Apr +1.2% 23
May -0.1% 2
Jun +1.1% 16
Jul +3.0% 12
Aug -3.0% 36
Sep -0.4% 8
Oct +3.8% 9
Nov +10.7% 75
Dec -4.3% 22

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: SFST Southern First Bancshares

Southern First Bancshares, Inc. operates as the holding company for Southern First Bank, a regional community bank providing commercial, consumer, and mortgage loans to customers across South Carolina, North Carolina, and Georgia. Incorporated in 1999 and headquartered in Greenville, South Carolina, the company serves as a locally-focused lender competing primarily through relationship banking rather than national scale.

The banks deposit offerings include checking, savings, money market, and certificate of deposit accounts. Its loan portfolio is diversified across commercial real estate, construction loans, commercial business loans (serving manufacturing, service, and professional sectors), consumer real estate, home equity, and other consumer loans. The company complements its core lending and deposit operations with internet and mobile banking, cash management, safe deposit boxes, and bill payment services.

As a small-cap regional bank, Southern First follows the typical community banking model of concentrating on local market knowledge and personalized service, with a loan mix spanning both consumer and commercial segments to balance risk across business cycles.

Headlines to Watch Out For
  • Net interest margin compresses as Fed cuts rates
  • CRE loan concentration raises regulatory scrutiny risk
  • Loan growth in Southeast markets drives net interest income
Piotroski VR-10 (Strict) 3.5
Net Income: 35.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.11 > 1.0
NWC/Revenue: -1.83k% < 20% (prev -1.66k%; Δ -163.6% < -1%)
CFO/TA 0.01 > 3% & CFO 33.6m > Net Income 35.0m
Net Debt (150.3m) to EBITDA (49.4m): 3.04 < 3
Current Ratio: 0.03 > 1.5 & < 3
Outstanding Shares: last quarter (8.29m) vs 12m ago 2.25% < -2%
Gross Margin: 59.27% > 18% (prev 45.32%; Δ 13.95% > 0.5%)
Asset Turnover: 4.64% > 50% (prev 5.02%; Δ -0.38% > 0%)
Interest Coverage Ratio: 0.43 > 6 (EBIT TTM 45.2m / Interest Expense TTM 104.6m)
Altman Z'' -5.04
A: -0.82 (Total Current Assets 114.6m - Total Current Liabilities 3.87b) / Total Assets 4.58b
B: 0.06 (Retained Earnings 261.3m / Total Assets 4.58b)
C: 0.01 (EBIT TTM 45.2m / Avg Total Assets 4.43b)
D: 0.09 (Book Value of Equity 379.4m / Total Liabilities 4.20b)
Altman-Z'' = -5.04 = D
What is the price of SFST shares?

As of July 08, 2026, the stock is trading at USD 61.12 with a total of 100,923 shares traded. Over the past week, the price has changed by +0.20%, over one month by +2.36%, over three months by +8.93% and over the past year by +54.34%.

Current recommended Stop Loss: 57.00 (which is 6.7% or 2.3 ATR below the current price).

Is SFST a buy, sell or hold?

Southern First Bancshares has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy SFST.

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

What are the forecasts/targets for the SFST price?
Analysts Target Price 66.5 8.8%
Southern First Bancshares (SFST) - Fundamental Data Overview as of 04 July 2026
Market Cap USD = 578.6m (578.6m USD * 1.0 USD.USD)
P/E Trailing = 14.3638
P/E Forward = 18.622
P/S = 4.7465
P/B = 1.5573
P/EG = 2.31
Revenue TTM = 205.7m USD
EBIT TTM = 45.2m USD
EBITDA TTM = 49.4m USD
Long Term Debt = 264.9m USD (from longTermDebt, last quarter)
Short Term Debt = 2.21m USD (from shortTermDebt, two quarters ago)
Debt = 264.9m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 150.3m USD (calculated: Debt 264.9m - CCE 114.6m)
Enterprise Value = 728.9m USD (578.6m + Debt 264.9m - CCE 114.6m)
Interest Coverage Ratio = 0.43 (Ebit TTM 45.2m / Interest Expense TTM 104.6m)
EV/FCF = 22.14x (Enterprise Value 728.9m / FCF TTM 32.9m)
FCF Yield = 4.52% (FCF TTM 32.9m / Enterprise Value 728.9m)
FCF Margin = 16.01% (FCF TTM 32.9m / Revenue TTM 205.7m)
Net Margin = 17.01% (Net Income TTM 35.0m / Revenue TTM 205.7m)
Gross Margin = 59.27% ((Revenue TTM 205.7m - Cost of Revenue TTM 83.8m) / Revenue TTM)
Gross Margin QoQ = none% (prev 54.12%)
Tobins Q-Ratio = 0.16 (Enterprise Value 728.9m / Total Assets 4.58b)
Interest Expense / Debt = 39.49% (Interest Expense 104.6m / Debt 264.9m)
Taxrate = 22.56% (10.2m / 45.2m)
NOPAT = 35.0m (EBIT 45.2m * (1 - 22.56%))
Current Ratio = 0.03 (Total Current Assets 114.6m / Total Current Liabilities 3.87b)
Debt / Equity = 0.70 (Debt 264.9m / totalStockholderEquity, last quarter 379.4m)
Debt / EBITDA = 3.04 (Net Debt 150.3m / EBITDA 49.4m)
Debt / FCF = 4.57 (Net Debt 150.3m / FCF TTM 32.9m)
Total Stockholder Equity = 362.5m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.79% (Net Income 35.0m / Total Assets 4.58b)
RoE = 9.65% (Net Income TTM 35.0m / Total Stockholder Equity 362.5m)
RoCE = 7.20% (EBIT 45.2m / Capital Employed (Equity 362.5m + L.T.Debt 264.9m))
RoIC = 5.04% (NOPAT 35.0m / Invested Capital 694.7m)
WACC = 15.31% (E(578.6m)/V(843.5m) * Re(8.32%) + D(264.9m)/V(843.5m) * Rd(39.49%) * (1-Tc(0.23)))
Discount Rate = 8.32% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 13.48 | Cagr: 1.16%
[DCF] Terminal Value 53.59% ; FCFF base≈33.9m ; Y1≈32.1m ; Y5≈30.1m
[DCF] Fair Price = 7.39 (EV 220.2m - Net Debt 150.3m = Equity 69.8m / Shares 9.46m; r=15.31% [WACC]; 5y FCF grow -7.03% → 2.50% )
EPS Correlation: 79.13 | EPS CAGR: 34.31% | SUE: -0.39 | # QB: 0
Revenue Correlation: 82.36 | Revenue CAGR: 10.54% | SUE: 0.01 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.19 | Chg30d=+0.00% | Revisions=-25% | Analysts=2
EPS next Quarter (2026-09-30): EPS=1.28 | Chg30d=-2.29% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=5.04 | Chg30d=-1.85% | Revisions=-25% | GrowthEPS=+34.5% | GrowthRev=+25.9%
EPS next Year (2027-12-31): EPS=6.17 | Chg30d=-6.31% | Revisions=+25% | GrowthEPS=+22.2% | GrowthRev=+18.5%
[Analyst] Revisions Ratio: -29% (up=1, down=3)