Tearsheet

Columbia Financial (CLBK)


Market Price (4/23/2026): $18.045 | Market Cap: $1.8 Bil
Sector: Financials | Industry: Regional Banks

Columbia Financial (CLBK)


Market Price (4/23/2026): $18.045
Market Cap: $1.8 Bil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 44%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23%

Low stock price volatility
Vol 12M is 30%

Capital ratio is >2x the minimum of 6%
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 13%

Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.

Trading close to highs
Dist 52W High is -2.8%

Weak multi-year price returns
2Y Excs Rtn is -29%, 3Y Excs Rtn is -77%

Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x, P/EPrice/Earnings or Price/(Net Income) is 35x

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.2%

Uninsured deposits are high
Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 81%

Key risks
CLBK key risks include [1] a history of weak revenue growth and poor profitability, Show more.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 44%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23%
2 Low stock price volatility
Vol 12M is 30%
3 Capital ratio is >2x the minimum of 6%
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 13%
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.
5 Trading close to highs
Dist 52W High is -2.8%
6 Weak multi-year price returns
2Y Excs Rtn is -29%, 3Y Excs Rtn is -77%
7 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x, P/EPrice/Earnings or Price/(Net Income) is 35x
8 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.2%
9 Uninsured deposits are high
Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 81%
10 Key risks
CLBK key risks include [1] a history of weak revenue growth and poor profitability, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Columbia Financial (CLBK) stock has gained about 15% since 12/31/2025 because of the following key factors:

1. Strong Fourth Quarter 2025 Financial Performance: Columbia Financial reported robust financial results for the fourth quarter of 2025, with net income reaching $15.7 million, marking a significant turnaround from a net loss of $21.2 million in the prior year's comparable quarter. The company's revenue of $68.78 million surpassed analysts' expectations of $59.20 million. Additionally, the net interest margin expanded by 48 basis points in Q4 2025, and loans increased by $375.1 million, or 4.7%, for the year ended December 31, 2025. This positive earnings report and operational improvement led to an 8.85% gain in CLBK's stock price on the day the news was published.

2. Strategic Acquisition of Northfield Bancorp: In February 2026, Columbia Financial announced its intent to acquire Northfield Bancorp (NFBK) in a transaction valued at approximately $597 million. This strategic merger is anticipated to create a larger regional bank with a pro forma asset base of $18 billion, offering potential for enhanced profitability and operational synergies.

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Stock Movement Drivers

Fundamental Drivers

The 16.1% change in CLBK stock from 12/31/2025 to 4/22/2026 was primarily driven by a 186.5% change in the company's Net Income Margin (%).
(LTM values as of)123120254222026Change
Stock Price ($)15.5418.0416.1%
Change Contribution By: 
Total Revenues ($ Mil)21325921.7%
Net Income Margin (%)7.0%20.0%186.5%
P/E Multiple106.835.3-66.9%
Shares Outstanding (Mil)1021010.6%
Cumulative Contribution16.1%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/22/2026
ReturnCorrelation
CLBK16.1% 
Market (SPY)-5.4%32.4%
Sector (XLF)-4.7%51.5%

Fundamental Drivers

The 20.2% change in CLBK stock from 9/30/2025 to 4/22/2026 was primarily driven by a 547.8% change in the company's Net Income Margin (%).
(LTM values as of)93020254222026Change
Stock Price ($)15.0118.0420.2%
Change Contribution By: 
Total Revenues ($ Mil)20025929.6%
Net Income Margin (%)3.1%20.0%547.8%
P/E Multiple248.235.3-85.8%
Shares Outstanding (Mil)1021010.6%
Cumulative Contribution20.2%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/22/2026
ReturnCorrelation
CLBK20.2% 
Market (SPY)-2.9%32.9%
Sector (XLF)-2.7%50.0%

Fundamental Drivers

The 20.3% change in CLBK stock from 3/31/2025 to 4/22/2026 was primarily driven by a 43.8% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120254222026Change
Stock Price ($)15.0018.0420.3%
Change Contribution By: 
Total Revenues ($ Mil)18025943.8%
P/S Multiple8.57.1-16.6%
Shares Outstanding (Mil)1021010.3%
Cumulative Contribution20.3%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/22/2026
ReturnCorrelation
CLBK20.3% 
Market (SPY)16.3%43.9%
Sector (XLF)5.9%52.9%

Fundamental Drivers

The -1.3% change in CLBK stock from 3/31/2023 to 4/22/2026 was primarily driven by a -31.0% change in the company's Net Income Margin (%).
(LTM values as of)33120234222026Change
Stock Price ($)18.2818.04-1.3%
Change Contribution By: 
Total Revenues ($ Mil)297259-12.9%
Net Income Margin (%)29.0%20.0%-31.0%
P/E Multiple22.535.357.2%
Shares Outstanding (Mil)1061014.5%
Cumulative Contribution-1.3%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/22/2026
ReturnCorrelation
CLBK-1.3% 
Market (SPY)63.3%39.6%
Sector (XLF)69.6%53.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CLBK Return34%4%-11%-18%-2%16%16%
Peers Return47%-8%-9%4%11%17%65%
S&P 500 Return27%-19%24%23%16%3%88%

Monthly Win Rates [3]
CLBK Win Rate58%58%50%42%42%75% 
Peers Win Rate73%43%45%48%55%80% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CLBK Max Drawdown-1%-10%-32%-28%-17%-2% 
Peers Max Drawdown-1%-22%-40%-27%-16%-1% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: VLY, PFS, OCFC, CNOB, PGC.
[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] 2026 data is for the year up to 4/22/2026 (YTD)

How Low Can It Go

Unique KeyEventCLBKS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-36.0%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven56.2%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-38.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven62.3%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven166 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-17.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven21.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven640 days120 days

Compare to VLY, PFS, OCFC, CNOB, PGC

In The Past

Columbia Financial's stock fell -36.0% during the 2022 Inflation Shock from a high on 7/27/2022. A -36.0% loss requires a 56.2% gain to breakeven.

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About Columbia Financial (CLBK)

Columbia Financial, Inc., a bank holding company, provides financial services to businesses and consumers in the United States. The company offers non-interest-bearing demand deposits, such as individual and commercial checking accounts; interest bearing demand accounts comprising interest earning checking accounts and municipal accounts; and savings and club accounts, money market accounts, and certificates of deposit. It also provides loans, including multifamily and commercial real estate loans, commercial business loans, one-to-four family residential loans, construction loans, home equity loans and advances, and other consumer loans that include automobiles and personal loans, as well as unsecured and overdraft lines of credit. In addition, the company offers title insurance products; wealth management services; and cash management services, including remote deposit, lockbox service, and sweep accounts. As of December 31, 2021, it operated 62 full-service banking offices in 12 of New Jersey's 21 counties; and 2 branch offices in Freehold, New Jersey. The company was founded in 1927 and is headquartered in Fair Lawn, New Jersey. Columbia Financial, Inc. is a subsidiary of Columbia Bank MHC.

AI Analysis | Feedback

Here are a couple of analogies for Columbia Financial (CLBK):

  • It's like a smaller, New Jersey-focused version of Bank of America, providing a full suite of banking services to individuals and businesses.
  • Think of it as a regional version of Wells Fargo, serving New Jersey with traditional banking, lending, and wealth management services.

AI Analysis | Feedback

  • Deposit Accounts: Offers a range of accounts including non-interest-bearing and interest-bearing checking, savings, money market, and certificates of deposit for individuals and businesses.
  • Real Estate Loans: Provides financing for multifamily, commercial, one-to-four family residential, and construction properties.
  • Commercial Business Loans: Supplies loans specifically designed to meet the financial needs of commercial businesses.
  • Consumer Loans: Includes home equity loans, automobile and personal loans, as well as unsecured and overdraft lines of credit.
  • Title Insurance Products: Offers specialized insurance products related to property titles.
  • Wealth Management Services: Provides professional services to assist clients with managing their financial assets and investments.
  • Cash Management Services: Delivers essential services such as remote deposit, lockbox service, and sweep accounts for businesses.

AI Analysis | Feedback

Columbia Financial, Inc. (CLBK) is a bank holding company that provides a broad range of financial services to both businesses and consumers. As a bank, its customer base is highly diversified and does not consist of a few identifiable major corporate customers. Instead, it serves a multitude of individual and business clients.

Given the nature of its business, CLBK primarily serves various categories of individual and business customers rather than a handful of specific companies. The major customer categories Columbia Financial serves include:

  1. Individual Retail Consumers: This category includes individuals and households utilizing the bank for personal financial needs such as checking accounts, savings accounts, money market accounts, certificates of deposit, one-to-four family residential loans, home equity loans and advances, automobile loans, and other personal loans. These customers also access wealth management services.
  2. Commercial Businesses: This segment comprises various small to medium-sized businesses that use the bank for commercial checking accounts, commercial business loans, commercial real estate loans, and specialized cash management services like remote deposit, lockbox services, and sweep accounts.
  3. Real Estate Investors and Developers: This category encompasses individuals and entities involved in property development and investment, specifically utilizing the bank's services for multifamily real estate loans, commercial real estate loans, and construction loans.

AI Analysis | Feedback

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AI Analysis | Feedback

Thomas J. Kemly, President and Chief Executive Officer

Thomas J. Kemly was appointed President and CEO of Columbia Bank in 2012 and Columbia Financial, Inc. in 2011. He has over 40 years of experience in the banking industry. Mr. Kemly began his career at Columbia Bank in 1981, holding various positions including Chief Financial Officer and Chief Operating Officer before becoming President. He has led the bank through significant growth, including Columbia Financial, Inc.'s IPO in 2018 and strategic acquisitions. Mr. Kemly serves on the Board of Directors for the Federal Home Loan Bank of New York and the Commerce and Industry Association of New Jersey. He previously served as Chairman and Board Member of the New Jersey Bankers Association.

Thomas F. Splaine, Jr., Executive Vice President and Chief Financial Officer

Thomas F. Splaine, Jr. was appointed Executive Vice President and Chief Financial Officer of Columbia Financial, Inc. and Columbia Bank in January 2026. He joined Columbia in 2025 as First Senior Vice President and Chief Accounting Officer. Mr. Splaine brings over 35 years of experience in banking, finance, accounting, mergers and acquisitions, investor and regulatory relations, and strategic planning. Prior to joining Columbia, he served as Executive Vice President and Chief Financial Officer at Lakeland Bancorp and Investors Bancorp. Earlier in his career, he was a Senior Audit Manager at KPMG LLP. Mr. Splaine holds an MBA and a Bachelor of Science in Accounting from Rider University.

Allyson Schlesinger, Senior Executive Vice President and Head of Consumer Banking

Allyson Schlesinger was appointed Executive Vice President and Head of Consumer Banking of Columbia Bank in September 2018. In this role, she is responsible for the retail banking, retail lending, wealth management, and marketing divisions of the Bank. Before joining Columbia, Ms. Schlesinger spent 25 years with Citigroup, Inc., where her most recent position was Managing Director, U.S. Retail and Division Manager for the New York City and New Jersey markets. She holds a Bachelor's degree from the University of Michigan.

Dennis E. Gibney, First Senior Executive Vice President and Chief Banking Officer

Dennis E. Gibney was promoted to First Senior Executive Vice President and Chief Banking Officer in January 2026. He joined Columbia in 2014 as Executive Vice President and Chief Financial Officer and was appointed Senior Executive Vice President and Chief Financial Officer in May 2025. Mr. Gibney has 17 years of prior banking experience and previously served as Principal at FinPro Capital Advisors, Inc., an investment banking and consulting firm. He played a key role in the Company's 2018 initial public offering and helped expand the Company's asset base and complete four acquisitions within a five-year period. Mr. Gibney graduated Magna Cum Laude from Babson College with a triple major in Finance, Investments, and Economics, and holds a Chartered Financial Analyst (CFA) designation.

Matthew William Rickert, Executive Vice President & Chief Credit Officer

Matthew William Rickert serves as the Executive Vice President & Chief Credit Officer at Columbia Financial, Inc. In this position, he is responsible for overseeing all aspects of the company's credit operations, including the development of credit policies, loan underwriting standards, and managing credit risk.

AI Analysis | Feedback

The key risks for Columbia Financial, Inc. (CLBK) include:

  1. Credit Risk: Columbia Financial's business is significantly exposed to credit risk due to its extensive loan portfolio, which includes multifamily and commercial real estate loans, commercial business loans, one-to-four family residential loans, and construction loans. An economic downturn, particularly within its primary operating region of New Jersey, or a decline in real estate values, could lead to increased loan defaults and negatively impact the company's financial performance.

  2. Interest Rate Risk: As a bank holding company, Columbia Financial's profitability is highly sensitive to changes in interest rates. Fluctuations in interest rates can significantly affect the company's net interest margin (NIM), which is the difference between interest earned on assets (like loans) and interest paid on liabilities (like deposits). A "poor" and "weak" net interest margin has been identified as a specific concern for Columbia Financial, indicating that changes in interest rates could disproportionately impact its earnings.

  3. Geographic Concentration Risk: Columbia Financial operates 62 full-service banking offices across 12 of New Jersey's 21 counties, with its headquarters in Fair Lawn, New Jersey. This high concentration in a specific geographic region makes the company particularly vulnerable to local economic conditions, regulatory changes, and competitive pressures within New Jersey. A localized economic downturn or adverse market volatility in the state could have a significant and concentrated impact on its loan portfolio, deposit base, and overall business operations.

AI Analysis | Feedback

The clear emerging threat to Columbia Financial (CLBK) is the proliferation of digital-only banks (neobanks) and specialized financial technology (fintech) companies. These entities leverage technology to offer banking, lending, and wealth management services with lower overhead costs due to a lack of physical branches. This allows them to offer more competitive rates, lower fees, and often superior user experiences through mobile apps and online platforms, directly challenging traditional banks like CLBK that rely on a branch-based model and established legacy systems. This trend threatens to erode CLBK's customer base, particularly among younger demographics and those seeking convenience and cost efficiency, and to capture market share in key banking products like deposits, loans, and wealth management services.

AI Analysis | Feedback

Columbia Financial, Inc. (CLBK) operates primarily in New Jersey, offering a range of financial services. The addressable markets for its main products and services in its operating regions are as follows:

  • Deposits: The total bank deposits market in New Jersey was approximately $431 billion in 2024.
  • Residential Mortgage Loans: New home loans booked in New Jersey totaled $29.1 billion in 2024.
  • Commercial Business Loans: The market for small business loans in New Jersey was $21.6 billion in 2024.
  • Commercial Real Estate Loans: The total commercial real estate (CRE) mortgage borrowing and lending market in the United States was estimated at $498 billion in 2024.
  • Title Insurance Products: The U.S. title insurance industry generated $16.2 billion in premiums during 2024.
  • Wealth Management Services: The wealth management market in North America was valued at approximately $937.45 billion in 2023.
  • Other Consumer Loans (Automobiles and Personal Loans): Null

AI Analysis | Feedback

Columbia Financial, Inc. (CLBK) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  • Strategic Acquisitions and Market Expansion: Columbia Financial plans to expand its market reach and customer base through strategic acquisitions, such as the recent integration of Northfield Bancorp, Inc., and the merger with Freehold Bank finalized in October 2024. This strategy is designed to boost its presence and capabilities in its main markets.
  • Growth in Commercial Lending: The company is strategically managing its loan portfolio by emphasizing commercial lending and de-emphasizing residential real estate. This focus on expanding commercial lending is a key part of improving its asset mix.
  • Technological Innovation and Digital Transformation: Columbia Financial recognizes the need for technological advancement to innovate and enhance its digital offerings. Its "Project Horizon Initiative," a three-year digital transformation plan, aims to drive operational efficiency and create new, scalable revenue channels through cutting-edge technology and digital platform enhancements.
  • Diversification of Revenue through Fee-Based Services: The bank is actively working to diversify its revenue beyond traditional lending. It aims to increase fee-based income from wealth management and treasury services to 25% of total revenue by 2027, up from 19% in 2024. The company's foray into insurance and wealth management services has already diversified its revenue streams.
  • Net Interest Margin (NIM) Expansion: Columbia Financial anticipates revenue growth from the stabilization and expansion of its net interest margin. Higher net interest income, resulting from increases in interest income and decreases in interest expense, contributed to improved earnings in the quarter ended December 31, 2025.

AI Analysis | Feedback

Share Repurchases

  • In September 2025, Columbia Financial's Board of Directors authorized a new stock repurchase program to acquire up to 1,800,000 common shares, representing approximately 1.7% of the company's issued and outstanding common stock, for a one-year period.
  • In December 2021, the Board approved a share repurchase plan for up to 5 million shares, or approximately 4.6% of its outstanding shares, with no expiry date. This plan became effective after the completion of a previous program, under which 1.2 million shares remained to be repurchased as of November 30, 2021.

Share Issuance

  • Columbia Financial Inc. filed for an offering of up to 192.63 million shares of common stock in March 2026.
  • In February 2026, in connection with a proposed merger with Northfield Bancorp, Inc., a newly formed Maryland corporation (Holding Company) intends to issue shares of Holding Company common stock. This issuance includes shares related to the proposed transaction and a "second step conversion offering."

Outbound Investments

  • Columbia Financial, Inc. and Northfield Bancorp, Inc. announced plans to merge in February 2026.
  • In December 2021, Columbia Financial entered into a stock deal to acquire New Jersey-based RSI Bank, with the acquisition expected to close in the second quarter of 2022.
  • Columbia Financial completed the acquisition of Freehold Bank in December 2021, an acquisition that was initially announced in June 2021.

Trade Ideas

Select ideas related to CLBK.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
HBAN_3312026_Insider_Buying_45D_2Buy_200K03312026HBANHuntington BancsharesInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
0.0%0.0%0.0%
NP_3312026_Insider_Buying_45D_2Buy_200K03312026NPNeptune InsuranceInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
0.0%0.0%0.0%
JKHY_3272026_Monopoly_xInd_xCD_Getting_Cheaper03272026JKHYJack Henry & AssociatesMonopolyMY | 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
3.1%3.1%0.0%
MKTX_3202026_Dip_Buyer_FCFYield03202026MKTXMarketAxessDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-5.2%-5.2%-5.7%
RYAN_3202026_Insider_Buying_GTE_1Mil_EBITp+DE_V203202026RYANRyan SpecialtyInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
-2.7%-2.7%-8.5%
CLBK_7312022_Quality_Momentum_RoomToRun_10%07312022CLBKColumbia FinancialQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
-1.0%-14.1%-28.2%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CLBKVLYPFSOCFCCNOBPGCMedian
NameColumbia.Valley N.Providen.OceanFir.ConnectO.Peapack . 
Mkt Price18.0413.2522.4718.7828.0139.3220.62
Mkt Cap1.87.42.91.11.40.71.6
Rev LTM2592,026870400378276389
Op Inc LTM-------
FCF LTM59344431801012990
FCF 3Y Avg3942434094815387
CFO LTM68344442871064397
CFO 3Y Avg47424347101876194

Growth & Margins

CLBKVLYPFSOCFCCNOBPGCMedian
NameColumbia.Valley N.Providen.OceanFir.ConnectO.Peapack . 
Rev Chg LTM43.8%9.9%25.3%5.4%43.2%23.8%24.6%
Rev Chg 3Y Avg-0.2%3.0%21.7%-2.3%8.9%5.9%4.4%
Rev Chg Q202.8%14.0%9.6%9.7%64.5%25.9%20.0%
QoQ Delta Rev Chg LTM21.7%3.4%2.3%2.3%13.2%6.0%4.7%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM26.4%17.0%50.8%21.8%28.1%15.6%24.1%
CFO/Rev 3Y Avg20.8%22.3%49.5%25.7%28.5%26.2%26.0%
FCF/Rev LTM22.6%17.0%49.5%19.9%26.7%10.4%21.2%
FCF/Rev 3Y Avg17.1%22.3%48.4%23.8%26.7%22.8%23.3%

Valuation

CLBKVLYPFSOCFCCNOBPGCMedian
NameColumbia.Valley N.Providen.OceanFir.ConnectO.Peapack . 
Mkt Cap1.87.42.91.11.40.71.6
P/S7.13.73.42.73.72.53.5
P/Op Inc-------
P/EBIT-------
P/E35.312.410.115.017.518.516.3
P/CFO26.721.56.612.213.216.014.6
Total Yield2.8%11.5%14.2%6.6%8.0%5.9%7.3%
Dividend Yield0.0%3.4%4.3%0.0%2.3%0.5%1.4%
FCF Yield 3Y Avg2.3%7.8%15.4%9.1%8.0%9.9%8.5%
D/E0.60.50.81.50.80.30.7
Net D/E0.00.20.70.20.1-0.30.1

Returns

CLBKVLYPFSOCFCCNOBPGCMedian
NameColumbia.Valley N.Providen.OceanFir.ConnectO.Peapack . 
1M Rtn2.9%10.4%8.8%5.0%4.8%13.8%6.9%
3M Rtn9.8%8.1%7.2%-0.6%-1.1%28.2%7.6%
6M Rtn18.2%33.3%22.2%-0.7%17.0%40.9%20.2%
12M Rtn31.4%64.8%47.5%21.2%30.6%45.5%38.5%
3Y Rtn-6.4%78.3%47.3%33.5%90.6%46.6%47.0%
1M Excs Rtn-5.6%2.0%0.4%-3.4%-3.6%5.4%-1.5%
3M Excs Rtn6.0%4.3%3.3%-4.4%-5.0%24.4%3.8%
6M Excs Rtn21.2%26.1%17.6%-3.8%11.1%38.7%19.4%
12M Excs Rtn-0.4%31.3%13.8%-13.4%-3.5%14.8%6.7%
3Y Excs Rtn-76.8%6.4%-26.5%-48.9%13.3%-28.8%-27.7%

Comparison Analyses

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FDIC Bank Data

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment233297272253204
Total233297272253204


Price Behavior

Price Behavior
Market Price$18.04 
Market Cap ($ Bil)1.8 
First Trading Date04/20/2018 
Distance from 52W High-2.8% 
   50 Days200 Days
DMA Price$17.92$16.03
DMA Trendupup
Distance from DMA0.7%12.5%
 3M1YR
Volatility28.4%29.8%
Downside Capture0.040.28
Upside Capture94.2277.98
Correlation (SPY)32.6%39.6%
CLBK Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta0.460.780.790.810.730.88
Up Beta-0.780.541.511.420.660.88
Down Beta0.660.600.721.060.860.79
Up Capture42%138%108%76%62%60%
Bmk +ve Days7162765139424
Stock +ve Days7152555115357
Down Capture49%47%35%42%77%101%
Bmk -ve Days12233358110323
Stock -ve Days15273769130381

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CLBK
CLBK40.2%30.2%1.13-
Sector ETF (XLF)15.6%15.1%0.7650.5%
Equity (SPY)26.7%12.5%1.7739.9%
Gold (GLD)38.9%27.4%1.19-10.5%
Commodities (DBC)23.5%16.2%1.32-9.4%
Real Estate (VNQ)15.6%13.6%0.8234.0%
Bitcoin (BTCUSD)-12.8%42.6%-0.2118.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CLBK
CLBK0.2%31.3%0.05-
Sector ETF (XLF)10.0%18.7%0.4247.9%
Equity (SPY)10.5%17.1%0.4835.4%
Gold (GLD)21.5%17.8%0.99-4.0%
Commodities (DBC)10.7%18.8%0.475.7%
Real Estate (VNQ)3.6%18.8%0.0936.0%
Bitcoin (BTCUSD)3.8%56.4%0.2913.9%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CLBK
CLBK1.7%29.7%0.12-
Sector ETF (XLF)12.9%22.2%0.5355.7%
Equity (SPY)13.8%17.9%0.6645.1%
Gold (GLD)13.9%15.9%0.73-2.9%
Commodities (DBC)8.1%17.6%0.3814.7%
Real Estate (VNQ)5.4%20.7%0.2344.1%
Bitcoin (BTCUSD)68.1%66.9%1.0716.4%

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Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity2.2 Mil
Short Interest: % Change Since 315202624.9%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest8.2 days
Basic Shares Quantity101.4 Mil
Short % of Basic Shares2.2%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/20/2026-2.2%  
2/2/20268.9%13.8%13.2%
10/20/20257.1%8.5%3.9%
7/30/20253.2%2.3%8.2%
4/30/20259.1%13.5%6.2%
1/28/2025-3.6%-4.3%-1.0%
10/24/2024-0.8%1.5%6.3%
7/31/20241.5%-6.5%-1.3%
...
SUMMARY STATS   
# Positive101111
# Negative141212
Median Positive2.4%3.4%6.2%
Median Negative-6.1%-6.5%-5.0%
Max Positive9.1%13.8%13.2%
Max Negative-13.8%-19.8%-14.7%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/06/202610-K
09/30/202511/07/202510-Q
06/30/202508/08/202510-Q
03/31/202505/09/202510-Q
12/31/202403/03/202510-K
09/30/202411/08/202410-Q
06/30/202408/09/202410-Q
03/31/202405/10/202410-Q
12/31/202302/29/202410-K
09/30/202311/09/202310-Q
06/30/202308/09/202310-Q
03/31/202305/10/202310-Q
12/31/202203/01/202310-K
09/30/202211/09/202210-Q
06/30/202208/09/202210-Q
03/31/202205/10/202210-Q