Tearsheet

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 10%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.3%, FCF Yield is 9.4%
Trading close to highs
Dist 52W High is -1.4%, Dist 3Y High is -3.4%
Key risks
BY key risks include [1] deteriorating credit quality driven by an acquired loan portfolio, Show more.
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -69%
Weak multi-year price returns
2Y Excs Rtn is -10%, 3Y Excs Rtn is -34%
 
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30%
  
3 Low stock price volatility
Vol 12M is 27%
  
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, Digital Payments, and Wealth Management Technology.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 10%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.3%, FCF Yield is 9.4%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -69%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30%
3 Low stock price volatility
Vol 12M is 27%
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, Digital Payments, and Wealth Management Technology.
5 Trading close to highs
Dist 52W High is -1.4%, Dist 3Y High is -3.4%
6 Weak multi-year price returns
2Y Excs Rtn is -10%, 3Y Excs Rtn is -34%
7 Key risks
BY key risks include [1] deteriorating credit quality driven by an acquired loan portfolio, Show more.

Valuation, Metrics & Events

BY Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

The approximate 5.9% movement in Byline Bancorp (BY) stock between August 31, 2025, and December 20, 2025, can be understood by considering key factors from a recent analysis and corporate announcements. An article from November 20, 2025, noted that Byline Bancorp shares had experienced a loss of "around 5% of their value since... summer". Here are the key points for the stock's performance during this approximate period: **1. General Underperformance in the Regional Bank Sector.** Byline Bancorp's stock performance has been "relatively soft" in recent months, aligning with broader trends in the regional bank sector. **2. Anticipated Headwinds from Lower Interest Rates.** Investors are factoring in the potential impact of future lower interest rates, which are expected to act as a headwind for the company. **3. Regulatory Concerns Related to Size.** The company faces potential regulatory issues stemming from its size, which also contributes to the cautious outlook. **4. Discrepancy Between Stock Price and Financial Performance.** Despite the stock's decline, Byline Bancorp demonstrated strong business performance, with quarterly earnings per share (EPS) rising approximately 30% due to factors like lower credit loss provisioning and net interest margin expansion. The market, however, appeared to prioritize macroeconomic and company-specific headwinds over these positive financial results. Byline Bancorp's Q3 2025 earnings also surpassed analyst estimates, reporting $0.83 EPS against an estimated $0.72. **5. Attractive Valuation Despite Near-Term Outlook.** The stock was trading at roughly 1.2 times its tangible book value, which analysts viewed as cheap given its historical return on tangible equity. Analysts largely maintained a "Hold" rating, with some remaining bullish due to the valuation, despite a muted short-term growth outlook.

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Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
BY Return-20%79%-15%4%25%8%72%
Peers Return-16%32%5%1%16%13%54%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
BY Win Rate42%83%42%42%50%50% 
Peers Win Rate50%67%48%48%48%55% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
BY Max Drawdown-56%-5%-25%-26%-15%-20% 
Peers Max Drawdown-53%-2%-14%-33%-10%-19% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: WTFC, ASB, OSBC, FRME, BUSE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/19/2025 (YTD)

How Low Can It Go

Unique KeyEventBYS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-41.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven71.9%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven449 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-58.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven140.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven348 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-35.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven55.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven949 days120 days

Compare to NEWT, ATLO, AVBC, LSBK, NU


In The Past

Byline Bancorp's stock fell -41.8% during the 2022 Inflation Shock from a high on 1/7/2022. A -41.8% loss requires a 71.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Byline Bancorp (BY)

Better Bets than Byline Bancorp (BY)

Trade Ideas

Select past ideas related to BY. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
WU_11212025_Dip_Buyer_FCFYield11212025WUWestern UnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
13.5%13.5%-0.4%
COIN_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025COINCoinbase GlobalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.0%2.0%-0.5%
PYPL_11142025_Dip_Buyer_FCFYield11142025PYPLPayPalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.8%-4.8%-7.5%
V_11142025_Monopoly_xInd_xCD_Getting_Cheaper11142025VVisaMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
5.8%5.8%-2.7%
WD_11072025_Dip_Buyer_ValueBuy11072025WDWalker & DunlopDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-12.1%-12.1%-12.1%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
WU_11212025_Dip_Buyer_FCFYield11212025WUWestern UnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
13.5%13.5%-0.4%
COIN_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025COINCoinbase GlobalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.0%2.0%-0.5%
PYPL_11142025_Dip_Buyer_FCFYield11142025PYPLPayPalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.8%-4.8%-7.5%
V_11142025_Monopoly_xInd_xCD_Getting_Cheaper11142025VVisaMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
5.8%5.8%-2.7%
WD_11072025_Dip_Buyer_ValueBuy11072025WDWalker & DunlopDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-12.1%-12.1%-12.1%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Byline Bancorp

Peers to compare with:

Financials

BYWTFCASBOSBCFRMEBUSEMedian
NameByline B.Wintrust.Associat.Old Seco.First Me.First Bu. 
Mkt Price30.51142.3126.4320.5338.3625.0028.47
Mkt Cap1.49.54.41.12.22.22.2
Rev LTM4292,6501,153311648636642
Op Inc LTM-------
FCF LTM1291,11356396270157214
FCF 3Y Avg149760464112289163226
CFO LTM1351,150605102270173222
CFO 3Y Avg153815515121289173231

Growth & Margins

BYWTFCASBOSBCFRMEBUSEMedian
NameByline B.Wintrust.Associat.Old Seco.First Me.First Bu. 
Rev Chg LTM7.2%11.2%5.8%12.4%3.5%40.1%9.2%
Rev Chg 3Y Avg11.3%13.2%1.1%14.7%4.0%14.8%12.3%
Rev Chg Q12.6%13.3%17.7%35.1%6.5%65.7%15.5%
QoQ Delta Rev Chg LTM3.1%3.2%5.3%8.5%1.6%13.9%4.2%
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM31.4%43.4%52.5%32.8%41.7%27.1%37.3%
CFO/Rev 3Y Avg38.8%33.2%43.5%42.0%44.6%34.5%40.4%
FCF/Rev LTM30.1%42.0%48.8%30.9%41.7%24.7%36.3%
FCF/Rev 3Y Avg37.8%30.9%39.2%38.7%44.6%32.6%38.2%

Valuation

BYWTFCASBOSBCFRMEBUSEMedian
NameByline B.Wintrust.Associat.Old Seco.First Me.First Bu. 
Mkt Cap1.49.54.41.12.22.22.2
P/S3.23.63.83.53.43.53.5
P/EBIT-------
P/E10.912.124.815.39.421.713.7
P/CFO10.28.37.210.68.112.99.3
Total Yield10.4%8.3%7.6%7.6%14.3%4.6%7.9%
Dividend Yield1.3%0.0%3.5%1.0%3.7%0.0%1.2%
FCF Yield 3Y Avg14.7%11.6%14.1%15.7%15.0%11.5%14.4%
D/E0.40.40.90.20.40.10.4
Net D/E-0.7-0.50.6-0.60.1-0.1-0.3

Returns

BYWTFCASBOSBCFRMEBUSEMedian
NameByline B.Wintrust.Associat.Old Seco.First Me.First Bu. 
1M Rtn14.1%11.4%7.9%13.7%9.5%11.1%11.2%
3M Rtn7.6%5.8%1.5%15.2%-3.9%2.2%4.0%
6M Rtn22.7%19.2%16.6%23.8%8.7%14.2%17.9%
12M Rtn7.2%17.8%15.7%20.5%-1.4%8.6%12.2%
3Y Rtn42.0%82.8%34.4%33.1%8.5%15.8%33.7%
1M Excs Rtn11.2%8.5%5.0%10.8%6.6%8.2%8.3%
3M Excs Rtn6.3%5.0%1.2%13.0%-5.0%0.8%3.1%
6M Excs Rtn7.0%3.7%-0.2%6.9%-8.1%-2.2%1.8%
12M Excs Rtn-12.2%-1.9%-3.7%1.9%-19.9%-11.4%-7.5%
3Y Excs Rtn-33.9%10.0%-36.5%-43.0%-62.7%-57.3%-39.8%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Banking operations384320304269263
Total384320304269263


Price Behavior

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity528,119
Short Interest: % Change Since 1115202513.1%
Average Daily Volume203,727
Days-to-Cover Short Interest2.59
Basic Shares Quantity45,102,828
Short % of Basic Shares1.2%

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/23/20255.6%0.9%4.0%
7/24/20250.2%-2.7%7.4%
4/24/2025-0.2%0.4%1.2%
1/23/20252.9%4.3%1.1%
10/24/20241.2%1.4%20.8%
7/25/20241.4%-6.1%-3.0%
4/25/20243.3%8.2%10.9%
1/25/2024-3.5%-8.1%-9.9%
...
SUMMARY STATS   
# Positive161517
# Negative897
Median Positive3.0%3.2%5.5%
Median Negative-1.6%-6.1%-5.0%
Max Positive9.2%16.8%37.9%
Max Negative-9.5%-13.1%-10.3%

SEC Filings

Expand for More

Report DateFiling DateFiling
93020251107202510-Q 9/30/2025
6302025807202510-Q 6/30/2025
3312025502202510-Q 3/31/2025
12312024228202510-K 12/31/2024
93020241101202410-Q 9/30/2024
6302024805202410-Q 6/30/2024
3312024503202410-Q 3/31/2024
12312023304202410-K 12/31/2023
93020231103202310-Q 9/30/2023
6302023803202310-Q 6/30/2023
3312023505202310-Q 3/31/2023
12312022307202310-K 12/31/2022
93020221104202210-Q 9/30/2022
6302022804202210-Q 6/30/2022
3312022506202210-Q 3/31/2022
12312021307202210-K 12/31/2021