On October 6, 2023, STILWELL JOSEPH, a New York-based investment firm, purchased 2,035 shares of Sound Financial Bancorp Inc (NASDAQ:SFBC) for a price of $36.75 per share. This transaction increased the firm’s total holdings in SFBC to 382,262 shares. Although the position of SFBC in STILWELL JOSEPH’s portfolio remains at 0%, the firm’s holdings in SFBC now account for 14.87% of the traded stock.
STILWELL JOSEPH is an investment firm located in New York, with 53 stocks in its portfolio and a total equity of $173 million. The firm’s top holdings are in the Financial Services and Consumer Cyclical sectors.
Sound Financial Bancorp Inc, the company in which STILWELL JOSEPH acquired shares, is a holding company for Sound Community Bank. It offers traditional banking and other financial services to individuals and businesses. With a market capitalization of $95.531 million, SFBC operates in a single segment. The current stock price is $37.16, and the PE percentage is 9.22.
According to GuruFocus valuation, SFBC is considered modestly undervalued, with a GF Value of $45.11. The price to GF Value ratio is 0.82. Since the transaction, the stock has gained 1.12% and has seen a significant gain of 267.92% since its initial public offering. However, the year-to-date price change ratio is -5.37%.
The GF Score of SFBC is 79/100, indicating a likely average performance. The Balance Sheet Rank is 4/10, the Profitability Rank is 6/10, and the Growth Rank is 9/10. The GF Value Rank and Momentum Rank are 6/10 and 3/10, respectively. The stock’s Piotroski F-Score is 6, and its Altman Z Score is 0.00. The Cash to Debt ratio is 1.30, ranking 684th in the industry.
In terms of performance, the Return on Equity (ROE) of SFBC is 10.87%, and the Return on Assets (ROA) is 1.07%. The company ranks 700th in ROE and 624th in ROA. The 3-year revenue growth is 8.30%, and the 3-year earning growth is 9.20%. The company ranks 546th in 3-year revenue growth.
Within the banking industry, SFBC’s RSI (Relative Strength Index) measures indicate a slightly bearish sentiment. The RSI 5 Day is 36.81, RSI 9 Day is 39.57, and RSI 14 Day is 42.26. The Momentum Index 6 – 1 Month is 2.21, and the Momentum Index 12 – 1 Month is -7.64. The company ranks 738th in RSI 14 Day and 767th in Momentum Index 6 – 1 Month.
In conclusion, the recent acquisition of SFBC shares by STILWELL JOSEPH could have an impact on the firm’s portfolio and the traded stock. While SFBC is considered modestly undervalued and has an average GF Score, it is important to closely monitor its performance and position in the industry for potential risks and opportunities. Note that all data and rankings are accurate as of October 11, 2023.
This article first appeared on GuruFocus.
– STILWELL JOSEPH (Trades, Portfolio): An investment firm located in New York, with a diverse portfolio and significant holdings in various sectors.
– Sound Financial Bancorp Inc (NASDAQ:SFBC): A holding company for Sound Community Bank, providing banking and financial services.
– PE percentage: Price to Earnings ratio, a valuation metric used to determine the relative value of a company’s stock.
– GF Value: Valuation metric provided by GuruFocus to estimate the intrinsic value of a stock.
– RSI: Relative Strength Index, a technical indicator used to assess the momentum and magnitude of price movements in a stock.
– ROE: Return on Equity, a financial ratio that measures the profitability of a company in relation to the shareholders’ equity.
– ROA: Return on Assets, a financial ratio indicating how efficiently a company uses its assets to generate profit.
– Market capitalization: The total value of a company’s outstanding shares of stock.
Sources: STILWELL JOSEPH (Trades, Portfolio) and GuruFocus