Texas Community Bancshares, Inc.

Texas Community Bancshares, Inc.

TCBS·NASDAQ

$17.34

-0.21%
Financial ServicesBanks - Regional

Texas Community Bancshares, Inc. operates as the bank holding company for Mineola Community Bank, S.S.B. that provides loans and banking services to consumers and commercial customers in Mineola, Texas and the surrounding area, and the Dallas Fort Worth Metroplex. It generates a selection of deposit accounts, including savings accounts, checking accounts, certificates of deposit, and individual retirement accounts. The company also originates primarily one- to four-family residential mortgage loans, commercial real estate loans, and construction and land loans; and car, boat, share, unsecured loans, etc., as well as agricultural loans, commercial loans, and consumer and other loans. In addition, it invests in securities; and offers sweep account, safe deposit boxes, cards, online banking, and mobile banking services. The company was founded in 1934 and is headquartered in Mineola, Texas.

At a Glance

Live Snapshot
Market Cap$50.03M
EPS1.0400
P/E Ratio17.24
Earnings Date05/07/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 17.2).

Valuation inputs: P/E 17.2, earnings yield +5.8%, momentum -0.2%.

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

Driver

High confidence

Return profile is soft (ROE +5.3%, ROIC +0.7%).

Profitability stack: net margin +11.1%, ROE +5.3%, ROIC +0.7%.

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 +87.4%, momentum -0.2%, net margin +11.1%.

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

tcbs

Texas Community Bancshares, Inc. Market vs Earnings Trajectory

TCBS · NASDAQ

Loading price and EPS data...

Texas Community Bancshares, Inc.

Texas Community Bancshares, Inc. Fair Value Envelope

TCBS · NASDAQ

Our analysis suggests that TCBS has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $17.34, this represents a potential HIDDEN relative to our calculated worth for Texas Community Bancshares, Inc..

Intrinsic Value
Current Price: $17.34
3Y+79.0%
5Y+550.0%
10Y+373.0%
3Y+77.0%
5Y+107.0%
10Y+119.0%
3Y+62.0%
5Y+279.0%
10Y+169.0%
3Y-56.0%
5Y-28.0%
10Y-35.0%
3Y-64.0%
5Y-12.0%
10Y-52.0%
3Y+3.0%
5Y+44.0%
10Y+61.0%
Texas Community Bancshares, Inc.

Texas Community Bancshares, Inc. Profit Bridge

TCBS · NASDAQ
Revenue25.57M
Cost of Goods Sold (10.01M)
Gross Profit15.56M
Operating Expenses (12.20M)
Operating Income3.36M
Interest Expense (9.18M)
Other Income/Expense0.00
Pretax Income3.36M
Income Tax (522.00K)
Net Income2.84M
Net Income
2.84M

Profitability Analysis

Gross Margin

60.9%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

13.2%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

11.1%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

15.5%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.

60.86%
Gross Profit Margin
18%
3Y-26.0%
5Y-20.0%
10Y-20.0%
13.16%
Operating Profit Margin
-254%
3Y-13.0%
5Y+73.0%
10Y+19.0%
11.11%
Net Profit Margin
-277%
3Y-9.0%
5Y+83.0%
10Y+22.0%
5.29%
Return on Equity
-311%
3Y+68.0%
5Y+125.0%
10Y+55.0%
0.66%
Return on Assets
-324%
3Y+57.0%
5Y+164.0%
10Y+67.0%
0.66%
Return on Invested Capital
-154%
3Y-55.0%
5Y-45.0%
10Y-61.0%
TCBS

Texas Community Bancshares, Inc. Cash Conversion Engine

TCBS · NASDAQ
Net Income2.84M
Depreciation & Amortization-149.00K
Stock-Based Compensation253.00K
Change in Working Capital-3.41M
Others1.43M
Capital Expenditures-394.00K
Free Cash Flow973.00K

Cash Flow Quality Analysis

FCF Conversion Rate

34.2%

Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.

CapEx Intensity

28.8%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

+31.5%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

-$3.41M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

tcbs

Texas Community Bancshares, Inc. Funding & Solvency Profile

TCBS · NASDAQ
Cash & Cash Equivalents3.88M
Net Receivables1.66M
Inventory0.00
Other Current Assets228.00K
Total Current Assets8 M
Property, Plant & Equipment11.46M
Goodwill & Intangible Assets0.00
Long-Term Investments338.62M
Other Non-Current Assets72.00M
Total Non-Current Assets422 M
Total Assets
430.42M

Financial Health Analysis

Current Ratio

0.63x

Warning: Liquidity concerns. Current assets may not be sufficient to cover short-term obligations.

Debt-to-Equity Ratio

6.92x

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

Working Capital

-4808000

Negative working capital indicates short-term liabilities exceed short-term assets—potential liquidity stress.

Asset Composition

2% Current

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

Financial Health Insight

Financial stress indicators: Both liquidity and leverage metrics raise concerns. The company may face challenges meeting obligations and should focus on strengthening its balance sheet.

tcbs

Texas Community Bancshares, Inc. Street Expectations Map

TCBS · NASDAQ

No Target Data

No analyst price targets available for tcbs.

tcbs

Texas Community Bancshares, Inc. Insider Positioning

TCBS · NASDAQ

During the last 12 months, there has been no insider trading activity reported for TCBS.

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

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

0.45%
Dividend Yield
70%
3Y-
5Y-
10Y-
 

tcbs Dividend History

TCBS
10Y CAGR +10%
Latest $0.05
Annual $0.25
5 year growth trend
Last Period: 38%