Canadian Imperial Bank of Commerce is demonstrating robust top-line growth, with net interest income expanding 11.4% year-over-year, driven by a growing earning asset base. However, this growth is occurring against a backdrop of a persistently compressed net i...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Net interest income growth of 11.4% year-over-year is being generated despite a stagnant net interest margin of 0.4%, suggesting volume-driven expansion is offsetting persistent margin compression.
Canadian Imperial Bank of Commerce has demonstrated strong earnings growth in its Canadian retail and commercial banking operations. This growth underpins the bank’s solid financial performance and supports continued profitability.
Wider interest margins have helped offset increased credit charges, providing a cushion that protects net income. This margin expansion enhances the bank’s resilience to credit risk.
The bank’s capital markets segment has seen a surge in income due to elevated market volatility. This additional revenue stream diversifies earnings beyond traditional banking activities.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $1.96+8.9% vs $1.80 | $6.0B+3.9% vs $5.7B |
Q2 2026 May 28, 2026 | $1.86+4.5% vs $1.78 | $5.9B+0.6% vs $5.9B |
Q1 2026 Feb 26, 2026 | $1.99+14.4% vs $1.74 | $6.2B+9.1% vs $5.7B |
Q4 2025 Dec 4, 2025 | $1.57+5.4% vs $1.49 | $5.4B+4.3% vs $5.2B |
Bank of America Corp DE acquired a new stake in Canadian Imperial Bank of Commerce (NYSE: CM) (TSE: CM) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,378,121 shares of the bank's stock, valued at approximately $273,484,000. Bank of America Corp
Canadian Imperial Bank of Commerce (CM:CA) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Canadian Imperial Bank of Commerce delivered robust Q3 results, with 15% YoY revenue growth and broad-based strength across all core segments. CM outperformed analyst expectations, driven by strong net interest income, trading revenues, and disciplined expense management, resulting in improved efficiency ratios. AI adoption and capital return initiatives, including a 30 million share buyback, position CIBC for further operating leverage and shareholder value creation.
Investors looking for stocks in the Banks - Foreign sector might want to consider either Woori Bank (WF) or Canadian Imperial Bank (CM). But which of these two stocks presents investors with the better value opportunity right now?
Benchmark CM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Canadian Imperial Bank of Commerce (CM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $114.76 | $106.34B | 18.79 | 13.66% | 29.05% | 13.66% | 2.64% | |
| $122.65 | $207.22B | 14.88 | 8.93% | 24.95% | 12.83% | — | |
| $203.83 | $284.67B | 20.29 | 15.73% | 31.01% | 16.1% | — | |
| $174.35 | $122.12B | 21.38 | 12.67% | 23.68% | 10.58% | — | |
| $94.06 | $115.32B | 23.19 | 387.04% | 25.41% | 11.22% | — | |
| $44.17 | $73.71B | 20.18 | 827.41% | 11.61% | 12.61% | — |
Canadian Imperial Bank of Commerce (CM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Canadian Imperial Bank of Commerce (CM) stock FAQ — growth, dividends, profitability & financials explained
Canadian Imperial Bank of Commerce (CM) grew revenue by 13.7% over the past year. This is steady growth.
Yes, Canadian Imperial Bank of Commerce (CM) is profitable, generating $10.13B in net income for fiscal year 2025 (29.1% net margin).
Yes, Canadian Imperial Bank of Commerce (CM) pays a dividend with a yield of 2.64%. This makes it attractive for income-focused investors.
Canadian Imperial Bank of Commerce (CM) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.
Canadian Imperial Bank of Commerce (CM) has a net interest margin (NIM) of 1.4%. NIM has been under pressure due to interest rate environment.
Canadian Imperial Bank of Commerce (CM) has an efficiency ratio of 54.2%. This is excellent, indicating strong cost control.
