Bank of Marin Bancorp(BMRC)

$27.78—Stale · unknown old

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Bank of Marin Bancorp(BMRC)

NASDAQ • Last print unknown ago

$27.78—Stale · unknown old

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BMRC(BMRC)

BMRC

9/25/26

Bank of Marin Bancorp (BMRC)

Friday

1:38 AM

ThesisStrong loan growth and improving credit quality are driving positive sentiment around BMRC, positioning it well for future profitability.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$177M	$139M	$147M
Rev. Growth	+51.8%	-21.5%	+5.8%
EPS	$2.74	$2.28	$2.42
EPS Growth	+627%	-16.7%	+5.9%
P/E (fwd)	10.1×	12.2×	11.5×

★ Analysts see FY2027 revenue reaching $147M — +5.8% growth in a single year.

What’s Driving the Stock

01BMRC's loan origination increased by 40% YoY in Q1 2026, indicating strong demand for commercial loans.
02The bank's non-performing loans have decreased to 0.5% of total loans, reflecting improved credit quality.
03Recent partnerships with local businesses for tailored financial products could enhance customer loyalty and retention.
04A potential increase in the Federal Funds Rate could expand net interest margins by 15-20 basis points.
05Digital transformation in banking services
06Increased focus on sustainable lending practices
07Changes in the Federal Funds Rate impacting net interest margins
08Growth in loan origination volumes, particularly in commercial real estate

FY2025 Snapshot

Revenue: $177M
Rev. Growth: +51.8%
Gross Margin: 76.1%
Op. Margin: 29.2%
Net Margin: 24.6%
Net Income: $43M
NI Growth: +616%
EPS: $2.74
1Y Return: +17.3%

BMRC Chart

My Notes

"Our focus on local businesses and personalized service is yielding strong results in loan growth."
Moat: BMRC's strong community ties and customer service create a durable competitive advantage in its local market.
value - The bank's low valuation metrics (P/B of 1.0) and strong profitability ratios appeal to value investors.
Rising interest rates generally improve BMRC's net interest margins, enhancing profitability.
Watch on earnings: Federal Funds Rate, Loan origination volumes, Net interest margin.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $139M to $147M as bmrc's loan origination increased by 40% yoy in q1 2026, indicating strong demand for commercial loans.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

10.1×

12.2×

11.5×

What’s Driving the Stock

01BMRC's loan origination increased by 40% YoY in Q1 2026, indicating strong demand for commercial loans.

02The bank's non-performing loans have decreased to 0.5% of total loans, reflecting improved credit quality.

03Recent partnerships with local businesses for tailored financial products could enhance customer loyalty and retention.

04A potential increase in the Federal Funds Rate could expand net interest margins by 15-20 basis points.

05Digital transformation in banking services

06Increased focus on sustainable lending practices

07Changes in the Federal Funds Rate impacting net interest margins

08Growth in loan origination volumes, particularly in commercial real estate

My Notes

"Our focus on local businesses and personalized service is yielding strong results in loan growth."

Moat: BMRC's strong community ties and customer service create a durable competitive advantage in its local market.

value - The bank's low valuation metrics (P/B of 1.0) and strong profitability ratios appeal to value investors.

Rising interest rates generally improve BMRC's net interest margins, enhancing profitability.

Watch on earnings: Federal Funds Rate, Loan origination volumes, Net interest margin.