BANFBANCFIRST CORP /OK/
National Commercial Banks
- Revenue
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- Operating margin
- —
- EBITDA
- —
- Market cap
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- Employees
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- Net debt / EBITDA
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- −$1.7B net debt
- AI in 10-K
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Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear119% of net incomeCash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear22% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Net income | $168M | $193M | $212M | $216M | $241M | 11% |
| Operating cash flow | $204M | $226M | $233M | $261M | $285M | 9.2% |
| Capex | $27M | $20M | $23M | $37M | $48M | 32% |
| Stock-based comp | $2M | $2M | $3M | $3M | $4M | 7.9% |
| Buybacks | $12M | — | $2M | — | — | |
| Dividends | $45M | $48M | $54M | $58M | $62M | 7.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.