LIVE

CASS

Cass Information Systems, Inc.

CASS

NASDAQ·Industrials·Specialty Business Services·Mkt cap $674.2M

$52.51

▲ +0.25%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$36.07 - $53.19

P/E

19.97

Fwd P/E

17.65

Beta

0.46

Div Yield

2.42%

Avg Vol

86.8K

Shares Out

12.9M

Mkt Cap

$674.2M

Price action

Price chart

Up 14.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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 0.5).

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

+17.9% over 3m

Quality

Excellent

Excellent business quality

Dividend

Solid

2.42% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 16, 2026

“
Q2 26 RECAP

APR 23, 2026

Reported EPS of $0.66 vs $0.63 consensus (+4.8% surprise). Revenue of $49.1M vs $49.6M expected (-1.0%).

EPS beat +4.8%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+4.8%

Next: Apr 16, 2026

Revenue trend · last 8Q

—

—

—

+2%

-2%

+5%

-10%

-5%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$49.7M

$51.5M

$55.1M

$51.4M

$48.6M

$54.0M

$49.5M

$49.1M

Margins · last 8Q

Gross

100.0%

Operating

22.2%

Profit

18.0%

View full earnings history →

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

—

Latest: Raymond James · Jul 1, 2026

View full analyst page →

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.