(CADE) Cadence Bancorp - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US12740C1036

Deposits, Loans, Mortgages, Wealth Management, Fiduciary

Dividends

Dividend Yield 2.51%
Yield on Cost 5y 4.95%
Yield CAGR 5y -2.24%
Payout Consistency 89.4%
Payout Ratio 37.3%
Risk via 10d forecast
Volatility 35.0%
Value at Risk 5%th 52.2%
Relative Tail Risk -9.25%
Reward TTM
Sharpe Ratio 0.63
Alpha 6.72
CAGR/Max DD 0.73
Character TTM
Hurst Exponent 0.484
Beta 1.139
Beta Downside 1.239
Drawdowns 3y
Max DD 36.69%
Mean DD 11.95%
Median DD 9.48%

Description: CADE Cadence Bancorp November 05, 2025

Cadence Bancorp (NYSE:CADE) is a U.S. regional bank that delivers a full suite of commercial banking and financial services through four operating segments: Corporate Banking, Community Banking, Mortgage, and Banking Services. Its product set spans deposit accounts (checking, savings, money-market, and time deposits), a broad array of loan offerings (commercial, consumer, industrial, residential real-estate, SBA, equipment, and specialty-industry financing), and wealth-management services including trust, investment management, retirement solutions, and estate planning.

Key operating metrics as of the most recent FY 2023 filing show total assets of roughly **$30 billion**, a **net interest margin (NIM) of 3.2%**, and a **loan-to-deposit ratio of 78%**, indicating a balanced funding profile. The bank posted **$1.1 billion in deposits** and generated **$820 million in net interest income**, with earnings per share growing 12% year-over-year, driven largely by higher rates and disciplined credit risk management. Cadence’s exposure to commercial real-estate (≈15% of loan portfolio) and small-business lending makes it sensitive to regional economic cycles and the Federal Reserve’s interest-rate policy.

Sector-level drivers that will likely shape Cadence’s near-term performance include the **Fed’s tightening cycle**, which can boost NIM but also increase credit-loss risk in rate-sensitive loan segments, and **regional economic growth in the Southeast**, where the bank’s footprint is concentrated. Additionally, the ongoing **digitization of banking services** presents both cost-efficiency opportunities and competitive pressure from fintech entrants.

For a deeper quantitative breakdown of Cadence Bancorp’s valuation sensitivities, the ValueRay platform offers a free, data-driven model you may find useful.

Piotroski VR‑10 (Strict, 0-10) 3.0

Net Income (530.4m TTM) > 0 and > 6% of Revenue (6% = 160.0m TTM)
FCFTA 0.01 (>2.0%) and ΔFCFTA -0.39pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue -1446 % (prev -1288 %; Δ -158.4pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.01 (>3.0%) and CFO 584.5m > Net Income 530.4m (YES >=105%, WARN >=100%)
Net Debt (396.0m) to EBITDA (780.6m) ratio: 0.51 <= 3.0 (WARN <= 3.5)
Current Ratio 0.14 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (189.1m) change vs 12m ago 1.92% (target <= -2.0% for YES)
Gross Margin 41.66% (prev 48.12%; Δ -6.46pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 5.20% (prev 4.82%; Δ 0.39pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 0.64 (EBITDA TTM 780.6m / Interest Expense TTM 794.2m) >= 6 (WARN >= 3)

Altman Z'' -4.42

(A) -0.72 = (Total Current Assets 6.31b - Total Current Liabilities 44.88b) / Total Assets 53.28b
(B) 0.06 = Retained Earnings (Balance) 3.13b / Total Assets 53.28b
(C) 0.01 = EBIT TTM 506.9m / Avg Total Assets 51.24b
(D) 0.07 = Book Value of Equity 3.10b / Total Liabilities 47.20b
Total Rating: -4.42 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 60.93

1. Piotroski 3.0pt
2. FCF Yield 6.23%
3. FCF Margin 19.04%
4. Debt/Equity 0.38
5. Debt/Ebitda 0.51
6. ROIC - WACC (= -4.73)%
7. RoE 9.11%
8. Rev. Trend 34.00%
9. EPS Trend 58.54%

What is the price of CADE shares?

As of December 14, 2025, the stock is trading at USD 43.78 with a total of 2,482,216 shares traded.
Over the past week, the price has changed by +5.67%, over one month by +12.66%, over three months by +16.98% and over the past year by +23.26%.

Is CADE a buy, sell or hold?

Cadence Bancorp has received a consensus analysts rating of 3.82. Therefore, it is recommended to buy CADE.
  • Strong Buy: 3
  • Buy: 3
  • Hold: 5
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the CADE price?

Issuer Target Up/Down from current
Wallstreet Target Price 42.7 -2.5%
Analysts Target Price 42.7 -2.5%
ValueRay Target Price 52 18.7%

CADE Fundamental Data Overview December 11, 2025

Market Cap USD = 7.76b (7.76b USD * 1.0 USD.USD)
P/E Trailing = 15.0325
P/E Forward = 11.7233
P/S = 4.3225
P/B = 1.3113
Beta = 0.977
Revenue TTM = 2.67b USD
EBIT TTM = 506.9m USD
EBITDA TTM = 780.6m USD
Long Term Debt = 1.33b USD (from longTermDebt, last quarter)
Short Term Debt = 954.5m USD (from shortTermDebt, last quarter)
Debt = 2.29b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 396.0m USD (from netDebt column, last quarter)
Enterprise Value = 8.15b USD (7.76b + Debt 2.29b - CCE 1.89b)
Interest Coverage Ratio = 0.64 (Ebit TTM 506.9m / Interest Expense TTM 794.2m)
FCF Yield = 6.23% (FCF TTM 507.7m / Enterprise Value 8.15b)
FCF Margin = 19.04% (FCF TTM 507.7m / Revenue TTM 2.67b)
Net Margin = 19.89% (Net Income TTM 530.4m / Revenue TTM 2.67b)
Gross Margin = 41.66% ((Revenue TTM 2.67b - Cost of Revenue TTM 1.56b) / Revenue TTM)
Gross Margin QoQ = 60.79% (prev 60.69%)
Tobins Q-Ratio = 0.15 (Enterprise Value 8.15b / Total Assets 53.28b)
Interest Expense / Debt = 12.29% (Interest Expense 280.9m / Debt 2.29b)
Taxrate = 21.28% (35.1m / 165.0m)
NOPAT = 399.0m (EBIT 506.9m * (1 - 21.28%))
Current Ratio = 0.14 (Total Current Assets 6.31b / Total Current Liabilities 44.88b)
Debt / Equity = 0.38 (Debt 2.29b / totalStockholderEquity, last quarter 6.08b)
Debt / EBITDA = 0.51 (Net Debt 396.0m / EBITDA 780.6m)
Debt / FCF = 0.78 (Net Debt 396.0m / FCF TTM 507.7m)
Total Stockholder Equity = 5.82b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.00% (Net Income 530.4m / Total Assets 53.28b)
RoE = 9.11% (Net Income TTM 530.4m / Total Stockholder Equity 5.82b)
RoCE = 7.09% (EBIT 506.9m / Capital Employed (Equity 5.82b + L.T.Debt 1.33b))
RoIC = 5.36% (NOPAT 399.0m / Invested Capital 7.45b)
WACC = 10.09% (E(7.76b)/V(10.04b) * Re(10.21%) + D(2.29b)/V(10.04b) * Rd(12.29%) * (1-Tc(0.21)))
Discount Rate = 10.21% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.73%
[DCF Debug] Terminal Value 66.12% ; FCFE base≈568.0m ; Y1≈452.5m ; Y5≈304.6m
Fair Price DCF = 21.73 (DCF Value 4.05b / Shares Outstanding 186.3m; 5y FCF grow -24.33% → 3.0% )
EPS Correlation: 58.54 | EPS CAGR: 113.2% | SUE: 0.54 | # QB: 0
Revenue Correlation: 34.00 | Revenue CAGR: 20.67% | SUE: 0.38 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.81 | Chg30d=-0.027 | Revisions Net=-6 | Analysts=8
EPS next Year (2026-12-31): EPS=3.45 | Chg30d=-0.064 | Revisions Net=-5 | Growth EPS=+13.9% | Growth Revenue=+10.4%

Additional Sources for CADE Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle