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FCNCAFirst Citizens BancShares, Inc.
$2068.01$23.2B
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  4. Financial Ratios

First Citizens BancShares, Inc. (FCNCA) Financial Ratios

Latest Ratios: P/E Ratio 12.3x · EV/EBITDA 11.4x · ROE 9.9%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

FCNCA 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$23.2B$26.5B$30.3B$20.6B$11.8B$8.1B$5.8B$5.9B$4.5B$4.8B$4.3B
Enterprise Value$38.6B$41.9B$45.5B$24.2B$13.2B$477M$7.3B$6.9B$5.1B$6.1B$5.2B
P/E Ratio →12.3012.9511.161.8111.2515.4012.0912.9611.2514.9518.91
P/S Ratio2.442.783.112.302.554.433.173.492.903.443.29
P/B Ratio1.131.191.360.971.221.721.371.651.291.451.42
P/FCF11.2212.8120.8616.756.32—23.7712.9714.3717.9028.68
P/OCF7.959.0810.147.764.23—15.3610.259.9213.6218.50

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

FCNCA 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—4.404.682.702.860.264.014.053.294.313.98
EV / EBITDA11.3712.3412.232.016.990.569.729.568.189.2311.18
EV / EBIT13.0014.1212.682.009.730.6811.8211.6210.1411.1614.70
EV / FCF—20.2531.3419.617.10—30.0515.0516.3022.4434.71

FCNCA 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 Margin61.4%61.4%62.2%60.0%78.2%98.7%92.0%93.1%95.9%95.2%94.3%
Operating Margin20.5%20.5%24.0%95.6%26.7%36.9%32.3%33.1%31.7%37.4%26.2%
Net Profit Margin15.2%15.2%18.6%90.7%21.5%28.8%25.7%25.5%25.2%22.3%16.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE9.9%9.9%12.8%74.2%15.3%12.2%12.6%12.9%11.7%10.2%7.7%
ROA1.0%1.0%1.3%7.1%1.3%1.0%1.1%1.2%1.1%1.0%0.7%
ROIC3.8%3.8%4.5%23.8%8.8%8.3%8.4%9.5%8.1%8.7%6.1%
ROCE4.4%4.4%5.3%28.7%11.5%11.5%11.4%13.0%11.5%12.3%8.6%

FCNCA Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.621.621.681.790.720.380.450.370.270.470.48
Debt / EBITDA10.6010.6010.053.173.692.112.521.841.502.383.11
Net Debt / Equity—0.690.690.170.15-1.620.360.260.170.370.30
Net Debt / EBITDA4.534.534.090.290.77-9.092.031.320.971.871.94
Debt / FCF—7.4410.482.870.78—6.292.081.934.546.03
Interest Coverage0.600.600.693.282.9211.496.446.3913.6612.418.15

FCNCA Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.031.030.380.390.190.380.270.250.190.300.33
Quick Ratio1.031.030.380.390.190.380.270.250.190.300.33
Cash Ratio0.130.130.140.240.060.180.010.010.010.010.02
Asset Turnover—0.060.070.060.050.030.040.040.040.040.04
Inventory Turnover———————————
Days Sales Outstanding———————————

FCNCA 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 Yield0.6%0.6%0.5%0.6%0.7%0.5%0.5%0.3%0.4%0.3%0.3%
Payout Ratio7.3%7.3%5.7%1.0%7.6%7.7%6.1%4.0%4.2%4.5%6.4%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield8.1%7.7%9.0%55.3%8.9%6.5%8.3%7.7%8.9%6.7%5.3%
FCF Yield8.9%7.8%4.8%6.0%15.8%—4.2%7.7%7.0%5.6%3.5%
Buyback Yield13.0%11.4%5.4%0.0%10.5%0.0%5.8%7.6%3.6%0.0%0.0%
Total Shareholder Yield13.7%12.0%6.0%0.6%11.2%0.5%6.3%7.9%4.0%0.3%0.3%
Shares Outstanding—$12M$14M$15M$16M$10M$10M$11M$12M$12M$12M

Key Metrics

Growth RegimeDecelerating
ProfitabilityStable
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

Deposit contraction and NIM pressure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Priced for Distressed Acquirer

FCNCA trades at 1.20x book and 12.98x trailing earnings, a premium to regional peers like HBAN (1.05x) and KEY (1.17x), reflecting its unique franchise. According to recent market data, the market prices in superior returns.

The P/B premium over peers suggests the market assigns value to FCNCA's distressed acquisition capabilities and the SVB franchise, which may justify higher multiples if integration succeeds. However, the low dividend yield of 0.6% indicates investors are relying on capital appreciation rather than income, consistent with a growth-oriented, reinvestment-focused strategy. The forward P/E of 11.21 implies expectations of continued earnings growth, but this hinges on stabilizing deposits and NIM.

ROE Suppressed by Low Leverage

ROE has hovered around 2.2-3.4% over the past ten quarters, with 2026Q2 at 3.1%, according to financial statements. This is well below peers like ZION (13.8%) and RF (11.7%), reflecting a low-leverage, high-equity model.

The DuPont decomposition reveals that FCNCA's ROE is constrained by an equity-to-assets ratio of 9-10%, which is higher than many peers, reducing financial leverage. While NIM is low at 0.7%, the efficiency ratio of 42.4% is strong, indicating cost discipline. The fee income contribution has risen to 20.9% of revenue, but the overall profitability remains modest, suggesting that the bank's scale and mix have yet to translate into superior returns.

NIM Flat, Efficiency Improves

Net interest margin has remained at 0.7% for five consecutive quarters, as reported in quarterly filings, while the efficiency ratio improved to 42.4% in 2026Q2 from 46.2% in 2026Q1. This suggests stable but compressed spreads.

The flat NIM indicates that asset yields and funding costs are moving in tandem, but the deposit contraction noted in the balance sheet analysis may pressure future NIM if the bank must rely on more expensive funding. The efficiency ratio improvement is a positive sign, reflecting disciplined expense management, but it may be partly due to revenue decline rather than organic cost reduction. Investors should monitor whether the efficiency gains are sustainable as the SVB integration matures.

Fortress Balance Sheet with High Equity

Equity-to-assets ratio held steady at 9% in 2026Q2, with equity of $21.9B, according to reported figures. This provides a solid buffer, but it also limits ROE and may indicate excess capital.

FCNCA's capital position appears robust, with a higher equity ratio than many peers, which supports its ability to absorb losses and pursue acquisitions. However, this conservative approach may be suboptimal for shareholders if capital is not deployed efficiently. The slower pace of buybacks, as noted in the cash flow analysis, suggests management is prioritizing balance sheet strength over aggressive capital return, which could be a deliberate strategy given the uncertain rate environment.

Credit Trends Improving, Reserves Adequate

Provision for loan losses turned negative at $10 million in 2026Q2, compared to a $166 million charge in 2025Q4, as per financial statements. This indicates improving credit quality and may reduce future provisioning needs.

The negative provision suggests that credit conditions are stabilizing, possibly due to the performance of acquired SVB loans under FDIC loss-share agreements. However, the lack of formal guidance and the complexity of purchase accounting adjustments warrant caution. Investors should monitor the burn-down of the FDIC indemnification asset, as its amortization could affect future earnings quality.

P/E Misleading Due to One-Offs

The P/E ratio of 12.98 may be misleading due to one-off items like bargain purchase gains and provision reversals, as reported in the income statement. Analysts should adjust for these to assess underlying earnings power.

The EPS beat in 2026Q2 was flattered by a negative provision and potentially other non-recurring items, which inflate reported earnings and lower the P/E. A more appropriate metric is P/TBV, which at 1.16x (based on tangible book value of $1853.62) provides a cleaner valuation of the bank's tangible assets. Additionally, ROE should be evaluated on a normalized basis, excluding acquisition-related gains, to gauge sustainable profitability.

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Includes 30+ ratios · 30 years · Updated daily

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FCNCA — Frequently Asked Questions

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

What is First Citizens BancShares, Inc.'s P/E ratio?

First Citizens BancShares, Inc.'s current P/E ratio is 12.3x. The historical average is 13.4x. This places it at the 37th percentile of its historical range.

What is First Citizens BancShares, Inc.'s EV/EBITDA?

First Citizens BancShares, Inc.'s current EV/EBITDA is 11.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.0x.

What is First Citizens BancShares, Inc.'s ROE?

First Citizens BancShares, Inc.'s return on equity (ROE) is 9.9%. The historical average is 12.2%.

Is FCNCA stock overvalued?

Based on historical data, First Citizens BancShares, Inc. is trading at a P/E of 12.3x. This is at the 37th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is First Citizens BancShares, Inc.'s dividend yield?

First Citizens BancShares, Inc.'s current dividend yield is 0.64% with a payout ratio of 7.3%.

What are First Citizens BancShares, Inc.'s profit margins?

First Citizens BancShares, Inc. has 61.4% gross margin and 20.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does First Citizens BancShares, Inc. have?

First Citizens BancShares, Inc.'s Debt/EBITDA ratio is 10.6x, indicating high leverage. A ratio above 4x may signal elevated financial risk.