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Carter Bankshares, Inc.

CAREFinancial ServicesNASDAQ

Banks - Regional

PriceMA150MA200
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Financials · Annual
Revenue
$149.0M
+12.6% YoY
Net Income
$31.4M
+27.9% YoY

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About Carter Bankshares, Inc.

Carter Bankshares, Inc. operates as the bank holding company for Carter Bank & Trust that provides various retail and commercial banking products and insurance services in the United States. At a $606.7M market cap, Carter Bankshares, Inc. ranks as a small-cap company within financial services. It offers various deposit products, including checking, savings, retirement, and money market accounts, as well as certificates of deposit.

Key stats
Market Cap$606.7M
P/E (TTM)5.61
Fwd P/E10.64
EPS$4.87
Beta0.51
52W Change+67.4%
Dividend Yield1.47%
ROE23.9%
Analysis

The balance sheet looks solid with $238.6M in cash comfortably exceeding the $10.1M debt load. A net cash position generally provides financial flexibility during uncertain economic periods. ROE of 23.9% points to strong capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 2.3% is on the lower side, which is common in asset-heavy industries. Revenue has been relatively flat, moving from $158.9M (2022) to $149.0M (2025).

The relatively low beta of 0.51 suggests CARE is a less volatile holding compared to the broader index. With cash comfortably exceeding debt, CARE has financial flexibility that may help navigate uncertain periods. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Carter Bankshares, Inc. and its sector.

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