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LOB

LOB

Financial Services · Banks - Regional

$38.38+0.13%
Mkt Cap: $1.78BDY: 0.31%

Performance

LOB (LOB) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

LOB (LOB) operates in the Banks - Regional space within the Financial Services sector. With a market cap of $1.8B, it qualifies as a small-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case5
  • Low P/E of 14.6× suggests the stock may be undervalued relative to earnings
  • Forward P/E (9.3×) is lower than trailing P/E (14.6×) — analysts expect earnings to improve
  • Revenue grew 34% year-over-year — exceptional top-line expansion
  • Earnings grew 186% YoY — bottom-line is expanding fast
  • Exceptional profit margin of 24.6% — the business retains a large share of each dollar earned
Bear Case1
  • High beta of 1.90 — this stock is significantly more volatile than the broader market

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

0.31%

5Y Avg Annual

$0.1080

Last Payment

$0.0300

Ex-Date

06/02/2026

Annual dividends paid per share

2015
2021
2026
Ex-DatePaymentAmountEst. DY
Latest06/02/2026
06/15/2026$0.03000.31%
03/05/2026
03/18/2026$0.03000.31%
12/02/2025
12/15/2025$0.03000.31%
09/02/2025
09/15/2025$0.03000.31%
06/03/2025
06/16/2025$0.03000.31%
02/25/2025
03/10/2025$0.03000.31%
12/02/2024
12/15/2024$0.03000.31%
09/03/2024
09/16/2024$0.03000.31%

Magic Number

Shares needed to self-fund your next purchase

$38.38

Price

÷

$0.0300

Last div. (quarterly)

=

1,280

shares

Own 1,280 LOB shares ($49,126.40) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$49,126.40

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 22, 2026

36

days

EPS (TTM)

$2.62

P/E (TTM)

14.6

Fwd P/E

9.3

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$1.78B
P/E Ratio14.65
Forward P/E9.29
P/B Ratio
PEG Ratio
EPS (TTM)$2.62

Trading

Open
Day High
Day Low
52W High$42.89
52W Low$27.35
Volume
Avg Volume (3M)244,511
Beta1.90

Dividends

Dividend Yield0.31%
Annual Rate$0.12
Ex-Div Date2026-06-02
Payout Ratio4.58%

Profitability

Profit Margin24.64%
Operating Margin35.48%
ROE10.89%
ROA0.87%
Revenue Growth33.50%
Earnings Growth185.70%

Balance Sheet

Total Revenue$512.21M
Total Debt$99.75M
Debt / Equity
Current Ratio
Free Cash Flow

Fair Value Estimates

Current price: $38.38

Graham Number

√(22.5 × EPS × Book Value)

$38.81

+1.1% upside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$2.00

-94.8% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

8/10

100% score

Pays dividends

11Y hist.

11+ years of dividend history

Dividend consistency (5Y+)

11 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

10.9%

Return on equity — measures how efficiently capital is used

Positive profit margin

24.6%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+33.5%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+185.7%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

Low financial leverage reduces risk of distress

Current ratio above 1

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$9M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

0.31%

Stock must distribute income to shareholders

Related Assets

Financial Services

About LOB

Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various banking products and services in the United States. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, savings, and time deposits. It also provides commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans; and commercial land loans. In addition, the company offers settlement, accounting, and securitization services for government guaranteed loans; financing for renewable energy application industry; strategic wealth and investment management services to high-net-worth individuals and families; and investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies. Live Oak Bancshares, Inc. was founded in 2008 and is headquartered in Wilmington, North Carolina.

Sector

Financial Services

Industry

Banks - Regional

Location

Wilmington, United States

Employees

1,027