tiprankstipranks
John Marshall Bancorp Inc (JMSB)
NASDAQ:JMSB
US Market
Want to see JMSB full AI Analyst Report?

John Marshall Bancorp (JMSB) AI Stock Analysis

15 Followers

Top Page

JMSB

John Marshall Bancorp

(NASDAQ:JMSB)

Select Model
Select Model
Select Model
Outperform 73 (OpenAI - 5.2)
Rating:73Outperform
Price Target:
$26.00
▲(11.64% Upside)
Action:Upgraded
Date:07/29/26
JMSB scores in the low-to-mid 70s primarily due to solid financial performance (strong TTM revenue/profitability and reasonable leverage) and a favorable technical uptrend (price above major moving averages). The score is tempered by uneven multi-year results and weak cash-flow-to-debt coverage in the provided data, while valuation is fair (P/E 13.63) but the dividend yield is low despite the recent dividend hike.
Positive Factors
Capital Strength & Asset Growth
A 15.6% CET1 ratio and rising book value alongside asset and loan milestones materially bolster regulatory resilience and lending capacity. Strong core capital supports continued loan growth, dividend flexibility, and ability to absorb credit stress without immediate capital raises.
Negative Factors
Weak Cash-Flow-to-Debt Coverage
Very low cash-flow-to-debt coverage (0.0 in TTM) signals limited ability to pare leverage using operating cash. That constrains flexibility for balance sheet strengthening or opportunistic investments and raises vulnerability if credit costs rise or funding conditions tighten.
Read all positive and negative factors
Positive Factors
Negative Factors
Capital Strength & Asset Growth
A 15.6% CET1 ratio and rising book value alongside asset and loan milestones materially bolster regulatory resilience and lending capacity. Strong core capital supports continued loan growth, dividend flexibility, and ability to absorb credit stress without immediate capital raises.
Read all positive factors

John Marshall Bancorp (JMSB) vs. SPDR S&P 500 ETF (SPY)

John Marshall Bancorp Business Overview & Revenue Model

Company Description
John Marshall Bancorp, Inc. functions as the parent entity for John Marshall Bank, which offers a comprehensive array of banking products and financial services. The institution provides various deposit options, including checking, demand, NOW, sa...
How the Company Makes Money
John Marshall Bancorp makes money primarily through its banking subsidiary by (1) generating net interest income and (2) earning noninterest income (fees), while managing operating costs and credit losses. 1) Net interest income (largest driver f...

John Marshall Bancorp Financial Statement Overview

Summary
Overall fundamentals are solid: TTM revenue growth is strong and profitability remains healthy, the balance sheet shows reasonable leverage with equity building, and operating/free cash flow are positive with decent earnings quality. Offsetting this is notable multi-year volatility (dip in 2023, recovery into 2024–TTM) and very weak cash-flow-to-debt coverage figures in the dataset, which reduces confidence in durability and debt paydown capacity.
Income Statement
72
Positive
Balance Sheet
76
Positive
Cash Flow
69
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue116.60M115.33M112.40M85.83M85.76M75.84M
Gross Profit63.03M60.95M53.69M38.80M71.94M64.52M
EBITDA30.28M28.90M23.56M9.70M41.98M34.49M
Net Income22.52M21.23M17.12M5.16M31.80M25.46M
Balance Sheet
Total Assets2.35B2.33B2.23B2.24B2.35B2.15B
Cash, Cash Equivalents and Short-Term Investments223.56M147.25M143.27M269.00M419.18M345.10M
Total Debt85.44M85.69M86.16M39.15M54.98M47.91M
Total Liabilities2.08B2.07B1.99B2.01B2.14B1.94B
Stockholders Equity268.15M265.64M246.61M229.91M212.80M208.47M
Cash Flow
Free Cash Flow23.93M22.03M16.78M17.39M33.00M32.00M
Operating Cash Flow24.14M22.58M17.26M18.00M33.16M32.35M
Investing Cash Flow-98.94M-88.68M30.96M144.84M-270.87M-303.00M
Financing Cash Flow55.94M73.60M-24.76M-125.43M193.52M237.99M

John Marshall Bancorp Risk Analysis

John Marshall Bancorp disclosed 50 risk factors in its most recent earnings report. John Marshall Bancorp reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

John Marshall Bancorp Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
82
Outperform
$372.48M9.0512.41%2.68%3.23%29.90%
75
Outperform
$331.81M11.8110.57%0.37%5.31%-4.10%
73
Outperform
$327.40M13.419.16%0.77%5.41%29.96%
73
Outperform
$368.87M8.2912.00%3.94%-4.60%-6.95%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
56
Neutral
$357.25M10.8710.33%-32.49%-159.94%
55
Neutral
$188.60M13.368.24%89.08%-1.06%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JMSB
John Marshall Bancorp
23.81
5.21
28.03%
NECB
Northeast Community Bancorp
27.01
7.35
37.38%
CZFS
Citizens Financial Services
82.63
30.88
59.69%
AVBH
Avidbank Holdings
32.75
11.05
50.92%
COSO
CoastalSouth Bancshares
27.28
7.06
34.92%
FINW
FinWise
14.10
-4.08
-22.43%

John Marshall Bancorp Corporate Events

Business Operations and StrategyFinancial Disclosures
John Marshall Bancorp Highlights Growth at KBW Conference
Positive
Jul 28, 2026
John Marshall Bancorp, Inc., the parent of John Marshall Bank, is a commercially focused regional bank with $2.4 billion in assets, $2.0 billion in loans and $2.0 billion in deposits as of June 30, 2026, emphasizing disciplined credit, efficiency ...
DividendsFinancial Disclosures
John Marshall Bancorp Boosts Quarterly Cash Dividend
Positive
Jul 22, 2026
On July 21, 2026, John Marshall Bancorp, Inc. declared a quarterly cash dividend of $0.10 per share of common stock, reflecting an 11% increase from the prior quarter. The dividend, representing a 33% annualized increase versus a year earlier, is ...
Executive/Board ChangesShareholder Meetings
John Marshall Bancorp Shareholders Reelect Board and Auditor
Positive
Jun 16, 2026
John Marshall Bancorp, Inc. reported the results of its Annual Meeting of Shareholders held on June 16, 2026, where investors elected eight director nominees to serve until the 2027 annual meeting, affirming the company’s existing board lead...
Business Operations and StrategyFinancial DisclosuresShareholder Meetings
John Marshall Bancorp Highlights Growth Strategy Before Shareholder Meeting
Positive
Jun 16, 2026
John Marshall Bancorp, Inc. will hold its Annual Meeting of Shareholders on June 16, 2026, where investors are set to vote on proposals outlined in the company’s proxy materials. The bank has released an accompanying investor presentation hi...
Dividends
John Marshall Bancorp Declares Quarterly Cash Dividend Payment
Positive
Apr 29, 2026
On April 28, 2026, John Marshall Bancorp, Inc. declared a quarterly cash dividend of $0.09 per share on its common stock, with an aggregate payout of about $1.3 million based on current shares outstanding. The dividend will be paid on June 3, 2026...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 29, 2026