Middlefield Banc Corp.

Middlefield Banc Corp.

MBCNยทNASDAQ

$33.67

+0.059%
Financial ServicesBanks - Regional

Middlefield Banc Corp. operates as the bank holding company for The Middlefield Banking Company that provides various commercial banking services to small and medium-sized businesses, professionals, small business owners, and retail customers in northeastern and central Ohio. It provides checking, savings, negotiable order of withdrawal accounts, money market accounts, time certificates of deposit, commercial loans, real estate loans, various consumer loans, safe deposit facilities, and travelers' checks. The company also offers operational and working capital, term business, residential construction, professional, and residential and mortgage loans, as well as consumer installment loans for home improvements, automobiles, boats, and other personal expenditures; loans to finance capital purchases; selected guaranteed or subsidized loan programs for small businesses; and agricultural loans. Further, it provides official checks, money orders, ATM services, as well as IRA accounts; online banking and bill payment services to individuals; and online cash management services to business customers. In addition, the company resolves and disposes troubled assets in Ohio. As of December 31, 2021, it has 17 banking centers in Chardon, Newbury, and Middlefield, Garrettsville, Mantua, Orwell, Cortland, Dublin, Westerville, Sunbury, Powell, Beachwood, Solon, Twinsburg, and Plain City; as well as an administrative office in Middlefield, and a loan production office in Mentor. Middlefield Banc Corp. was founded in 1901 and is headquartered in Middlefield, Ohio.

At a Glance

Live Snapshot
Market Cap$273.63M
EPS2.4000
P/E Ratio14.03
Earnings Date04/22/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 14.0).

Valuation inputs: P/E 14.0, earnings yield +7.1%, momentum +0.1%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE 0.0%, ROIC 0.0%).

Profitability stack: net margin 0.0%, ROE 0.0%, ROIC 0.0%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +88.6%, momentum +0.1%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Middlefield Banc Corp. Market vs Earnings Trajectory

MBCN ยท NASDAQ

Loading price and EPS data...

Middlefield Banc Corp.

Middlefield Banc Corp. Fair Value Envelope

MBCN ยท NASDAQ

Our analysis suggests that MBCN has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $33.67, this represents a potential HIDDEN relative to our calculated worth for Middlefield Banc Corp..

Intrinsic Value
Current Price: $33.67
3Y-8.0%
5Y+83.0%
10Y+58.0%
3Y-100.0%
5Y-100.0%
10Y-100.0%
3Y-100.0%
5Y-100.0%
10Y-100.0%
3Y+13.0%
5Y+30.0%
10Y+143.0%
3Y+13.0%
5Y+44.0%
10Y+150.0%
3Y+39.0%
5Y+57.0%
10Y+152.0%
Middlefield Banc Corp.

Middlefield Banc Corp. Profit Bridge

MBCN ยท NASDAQ
Revenue0.00
Cost of Goods Sold (0.00)
Gross Profit0.00
Operating Expenses (0.00)
Operating Income0.00
Interest Expense (0.00)
Other Income/Expense0.00
Pretax Income0.00
Income Tax (0.00)
Net Income0.00
Net Income
0.00

Profitability Analysis

0.00%
Gross Profit Margin
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
0.00%
Operating Profit Margin
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
0.00%
Net Profit Margin
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
0.00%
Return on Equity
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
0.00%
Return on Assets
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
0.00%
Return on Invested Capital
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
MBCN

Middlefield Banc Corp. Cash Conversion Engine

MBCN ยท NASDAQ
Net Income15.52M
Depreciation & Amortization1.15M
Stock-Based Compensation374.00K
Change in Working Capital-985.00K
Others1.21M
Capital Expenditures-776.00K
Free Cash Flow16.69M

Cash Flow Quality Analysis

FCF Conversion Rate

107.6%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

4.4%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-21.5%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$985.00K

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

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Middlefield Banc Corp. Funding & Solvency Profile

MBCN ยท NASDAQ
Cash & Cash Equivalents0.00
Net Receivables0.00
Inventory0.00
Other Current Assets0.00
Total Current Assets180 M
Property, Plant & Equipment0.00
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets0.00
Total Non-Current Assets0
Total Assets
1.84B

Financial Health Analysis

Current Ratio

1.53x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

2.31x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

62 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

10% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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Middlefield Banc Corp. Street Expectations Map

MBCN ยท NASDAQ

Wall Street analysts project that MBCN stock may decline over the coming 12 months. The consensus 1-year price target stands at 30.00, with estimates ranging from a low of 30.00 to a high of 30.00.

Lowest Target
30.00
-10.90%
Consensus Target
30.00
-10.90%
Highest Target
30.00
-10.90%

The consensus 1-year price target stands at 30.00, with estimates ranging from a low of 30.00 to a high of 30.00.

Analyst Consensus Analysis

Upside Potential

-10.9%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Middlefield Banc Corp. Insider Positioning

MBCN ยท NASDAQ

During the last 12 months, insiders have sold $63K worth of MBCN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

2.3K

63.38K

Net Activity

-63K

-$63K

Top Buyers

No buying activity

Top Sellers

1
ZRLJ

Zimmerly Ronald Len Jr.

Director, Officer: Chief Executive Officer

663 sharesโ€ข1 transactions

$18K

2
RM

Ranttila Michael

Officer: Evp/Cfo

438 sharesโ€ข1 transactions

$12K

3
WTM

Wilson Thomas M

Officer: Evp-Chief Strategy Officer

261 sharesโ€ข1 transactions

$7K

4
CML

Cheravitch Michael L

Officer: Evp-Chief Banking Officer

248 sharesโ€ข1 transactions

$7K

5
WSA

Winters Sarah A

Officer: Evp/Chro

248 sharesโ€ข1 transactions

$7K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $63K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.61%
Dividend Yield
-13%
3Y-56.0%
5Y-9.0%
10Y-29.0%
ย 

mbcn Dividend History

MBCN
10Y CAGR +5%
Latest $0.21
Annual $1.05
5 year growth trend
Last Period: +0%