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EFSC

Enterprise Financial Services Corp

EFSC

NASDAQ·Financial Services·Banks - Regional·Mkt cap $2.3B

$64.66

+0.34%

P/E

12.83

Mkt Cap

$2.3B

52-Wk Range

$51.18–$68.73

52-Week Range

$51.18 - $68.73

P/E

12.83

Fwd P/E

12.27

Beta

0.80

Div Yield

2.01%

Avg Vol

237.2K

Shares Out

36.6M

Mkt Cap

$2.3B

Price action

Price chart

Up 5.6% 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

5 reasons

  • Regional market expertise across six states with deep community relationships
  • Diversified revenue streams beyond traditional net interest income (wealth management, tax credits, merchant processing)
  • Specialized lending capabilities in niche segments (SBA, construction, agricultural, tax credit brokerage)
  • Personalized service model competing against impersonal national banks
  • Established trust and fiduciary services attracting high-net-worth clients

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Revenue decline expected

Expansion of SBA loan production offices and deposit production offices in new markets

Value

Valued in line with Commercial Banking peers (1.0x).

Momentum

Stable

+4.6% over 3m

Quality

Excellent

Emerging growth company (45% revenue growth). Early stage with higher risk.

Dividend

Solid

2.01% yield

Earnings track record

Recent earnings results

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

Next: Oct 26, 2026

Q3 26 RECAP

JUL 22, 2026

Reported EPS of $1.13 vs $1.33 consensus (-15.0% surprise). Revenue of $187.4M vs $189.1M expected (-0.9%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-15.0%

Revenue trend · last 8Q

+3%

+6%

+10%

+30%

+89%

+21%

+16%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$135.6M

$136.0M

$201.6M

$209.4M

$243.7M

$257.7M

$244.2M

$242.8M

Margins · last 8Q

Gross

69.2%

Operating

21.5%

Profit

16.9%

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: Raymond James · Jul 1, 2026

vs Industry

How EFSC stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.