Cass Information Systems, Inc.
CASS
NASDAQ·Industrials·Specialty Business Services·Mkt cap $718.3M
$55.81
▼ -0.39%
P/E
19.93
Mkt Cap
$718.3M
52-Wk Range
$36.07–$59.63
52-Week Range
$36.07 - $59.63
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 29.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- 118+ year operating history with deep customer relationships and switching costs
- Integrated information processing and banking services creating operational efficiency and cross-selling opportunities
- Proprietary freight rating and payment processing expertise serving niche manufacturing and distribution markets
- Established banking subsidiary providing relationship-based services competitors cannot easily replicate
Bear Case
1 risk
- Low volatility (beta 0.4).
Growth
Stable outlook
Digital transformation of B2B payments and adoption of cloud-based fintech solutions
Value
Fairly valued vs Business Process Outsourcing peers
Momentum
Strong
+18.0% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Solid
2.29% yield
Smart-money signal
Who's buying CASS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 15, 2026
JUL 23, 2026
Reported EPS of $0.71 vs $0.72 consensus (-1.4% surprise). Revenue of $49.9M vs $51.0M expected (-2.1%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-1.4%
Revenue trend · last 8Q
—
—
+2%
-2%
+5%
-10%
-5%
+4%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$51.5M
$55.1M
$51.4M
$48.6M
$54.0M
$49.5M
$49.1M
$50.5M
Margins · last 8Q
Gross
100.0%
Operating
26.1%
Profit
21.0%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Aug 6, 2026
vs Industry
How CASS stacks vs Specialty Business Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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