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CARECarter Bankshares, Inc.
$29.93$663M
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  4. Financial Ratios

Carter Bankshares, Inc. (CARE) Financial Ratios

Latest Ratios: P/E Ratio 21.4x · EV/EBITDA 15.4x · ROE 7.8%. (2007–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CARE Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$663M$441M$409M$348M$408M$405M$283M$625M$391M$458M$346M
Enterprise Value$737M$515M$348M$687M$560M$135M$76M$509M$97M$189M$-348284309
P/E Ratio →21.3814.0416.5914.978.1712.83—23.4933.10—21.63
P/S Ratio4.332.883.092.532.573.032.215.143.274.273.46
P/B Ratio1.601.051.060.991.240.990.641.320.901.060.80
P/FCF20.8513.8814.199.426.295.87—20.9411.2411.2410.89
P/OCF16.6411.0811.077.455.765.2336.7116.327.9210.3410.61

P/E links to full P/E history page with 30-year chart

CARE EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—3.362.634.993.521.010.594.190.811.76-3.47
EV / EBITDA15.3910.769.1719.648.263.21—15.375.41—-16.66
EV / EBIT18.4212.8711.2623.919.073.77—18.326.80—-19.76
EV / FCF—16.1912.0718.608.621.95—17.062.804.64-10.95

CARE Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin61.7%61.7%57.3%62.0%87.1%84.1%67.1%70.2%65.2%44.4%56.3%
Operating Margin15.7%15.7%12.9%13.6%34.4%22.8%-27.5%16.5%9.1%-12.6%12.0%
Net Profit Margin12.3%12.3%10.2%11.0%28.0%20.2%-28.0%15.8%7.5%-0.5%10.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE7.8%7.8%6.7%6.9%13.6%7.5%-10.0%5.8%2.7%-0.2%3.7%
ROA0.7%0.7%0.5%0.5%1.2%0.8%-1.1%0.7%0.3%-0.0%0.3%
ROIC5.7%5.7%3.9%3.4%9.8%6.0%-7.1%4.5%2.5%-3.2%3.1%
ROCE7.0%7.0%4.8%4.3%12.5%7.7%-9.0%5.8%3.2%-4.1%4.0%

CARE Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.430.430.181.120.600.020.080.02———
Debt / EBITDA3.733.731.8511.252.930.17—0.30———
Net Debt / Equity—0.17-0.160.960.46-0.66-0.47-0.24-0.67-0.62-1.60
Net Debt / EBITDA1.531.53-1.619.692.24-6.46—-3.50-16.33—-33.23
Debt / FCF—2.31-2.129.182.34-3.92—-3.88-8.45-6.60-21.84
Interest Coverage0.390.390.290.393.051.57-1.260.590.38-0.490.38

CARE Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.120.120.200.220.240.320.280.250.300.330.21
Quick Ratio0.120.120.200.220.240.320.280.250.300.330.21
Cash Ratio0.020.020.030.010.010.080.070.040.080.070.17
Asset Turnover—0.050.050.050.040.040.040.040.040.040.03
Inventory Turnover———————————
Days Sales Outstanding———————————

CARE Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield——————1.3%———2.3%
Payout Ratio——————————49.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.7%7.1%6.0%6.7%12.2%7.8%—4.3%3.0%—4.6%
FCF Yield4.8%7.2%7.0%10.6%15.9%17.0%—4.8%8.9%8.9%9.2%
Buyback Yield3.0%4.5%0.0%4.7%10.5%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield3.0%4.5%0.0%4.7%10.5%0.0%1.3%0.0%0.0%0.0%2.3%
Shares Outstanding—$22M$23M$23M$25M$26M$26M$26M$26M$26M$26M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

CRE concentration and litigation

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Priced, Thin Returns

CARE trades at 1.67x book and 22.25x trailing earnings, per market data, yet ROE of 5.5% in 2026Q2 lags peers, implying the market prices in a recovery that has yet to materialize.

The P/B of 1.67x is a premium to the peer median of roughly 1.3x, but the bank's ROTCE is depressed by low NIM and volatile provisions. The forward P/E of 4.84x suggests the market expects a sharp earnings rebound, likely from normalized credit costs and margin expansion. However, given the persistent low ROE, the premium valuation appears to rely on a successful resolution of legacy credit issues and a return to mid-teens returns, which is not yet evident in the data.

ROE Volatility Masks Core Earnings

ROE swung from 18.6% in 2026Q1 to 5.5% in 2026Q2, as per the financial statements, driven by a $34.1M provision benefit that reversed, highlighting the distortion from credit costs and one-time gains.

The DuPont decomposition shows that the bank's ROE is highly sensitive to non-interest income and provision swings. In 2026Q1, fee income spiked to 54.5% of revenue, likely from securities gains, inflating ROE. Excluding these items, core profitability appears thin, with NIM at 0.8% and efficiency ratio at 33.2% in 2026Q2. The low NIM suggests asset yields are not covering funding costs adequately, and the bank's reliance on non-recurring items raises questions about earnings quality.

NIM Stuck at 0.8%, Efficiency Improves

Net interest margin remained at 0.8% in 2026Q2, unchanged from the prior quarter, according to the income statement, while the efficiency ratio improved to 33.2% from 48.1% in 2025Q4, indicating cost control.

The stable NIM suggests that the bank is not benefiting from loan repricing, possibly due to competitive deposit costs and a securities-heavy balance sheet. The efficiency ratio improvement is notable, but it may be flattered by the spike in non-interest income in 2026Q1. Excluding that, the efficiency ratio would be higher, indicating that core operating leverage is less favorable than it appears. The bank's ability to maintain NIM will depend on deposit beta management and loan growth in a competitive Virginia market.

Capital Strengthens, ROE Remains Low

Equity rose to $539.1M in 2026Q2, up 34% year-over-year, with equity-to-assets at 11%, as per the balance sheet, but ROE of 5.5% remains below peers, indicating capital is not being deployed efficiently.

The bank's capital position appears robust, with a low debt-to-equity ratio of 0.43% and a high cash buffer, suggesting a conservative posture. However, the high equity base, combined with low NIM, dilutes ROE. The bank's capital adequacy ratios are not disclosed, but the equity-to-assets ratio of 11% is above the peer average, providing a cushion for credit losses. The challenge is to deploy this capital into higher-yielding assets without taking on excessive risk, especially given the CRE concentration.

Provision Swings Signal Credit Uncertainty

Loan loss provisions swung from a $34.1M benefit in 2026Q1 to a $1.5M charge in 2026Q2, as reported in the income statement, indicating volatile credit costs and potential idiosyncratic risks.

The negative provision in 2026Q1 likely reflects recoveries or improved economic outlook, but the subsequent charge suggests that credit conditions may be deteriorating. The bank's historical issues with large commercial borrowers, such as the Justice family, remain a concern. The lack of disclosed NPL and charge-off data makes it difficult to assess reserve adequacy, but the volatility in provisions warrants close monitoring. Investors should watch for any new developments in litigation or credit quality that could lead to further charges.

P/E Misleads on Earnings Quality

The trailing P/E of 22.25x is distorted by volatile provisions and one-time gains, as per the financial data, obscuring the bank's true earnings power; a better metric is P/TBV with adjustments for AOCI.

For banks, P/E is often misapplied because earnings can be heavily influenced by provision for credit losses, which are management estimates. CARE's earnings have been volatile, with a $34.1M provision benefit in 2026Q1 inflating net income. The forward P/E of 4.84x assumes a normalization that may not occur. Instead, investors should focus on P/TBV, which is 1.27x based on tangible book value of $24.60, and adjust for unrealized losses in the securities portfolio (AOCI) to get a clearer picture of the bank's intrinsic value. This approach better captures the bank's asset quality and capital position.

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Includes 30+ ratios · 19 years · Updated daily

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CARE — Frequently Asked Questions

Quick answers to the most common questions about buying CARE stock.

What is Carter Bankshares, Inc.'s P/E ratio?

Carter Bankshares, Inc.'s current P/E ratio is 21.4x. The historical average is 14.1x. This places it at the 82th percentile of its historical range.

What is Carter Bankshares, Inc.'s EV/EBITDA?

Carter Bankshares, Inc.'s current EV/EBITDA is 15.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.5x.

What is Carter Bankshares, Inc.'s ROE?

Carter Bankshares, Inc.'s return on equity (ROE) is 7.8%. The historical average is 5.7%.

Is CARE stock overvalued?

Based on historical data, Carter Bankshares, Inc. is trading at a P/E of 21.4x. This is at the 82th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Carter Bankshares, Inc.'s profit margins?

Carter Bankshares, Inc. has 61.7% gross margin and 15.7% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Carter Bankshares, Inc. have?

Carter Bankshares, Inc.'s Debt/EBITDA ratio is 3.7x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.