TBBK vs TCBX

The Bancorp, Inc. vs Third Coast Bancshares, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — TCBX scores higher on quality with 9.0/10 vs TBBK's 6.2/10. TBBK trades at $54.56 while TCBX trades at $38.16. Both analyzed daily using SEC EDGAR data across 13 institutional models.

TBBK

Banks - Regional
The Bancorp, Inc.
Quality
6.2
out of 10
Value Trap
12
SAFE
Price
$54.56
Last close
Models
13/13
Active
VS

TCBX

Banks - Regional
Third Coast Bancshares, Inc.
Quality
9.0
out of 10
Value Trap
22
SAFE
Price
$38.16
Last close
Models
10/13
Active
TBBK
2 models active
Limited to 2/13 visible models
TCBX
Earnings Power Value sees +48.1% upside
Limited to 2/13 visible models

TBBK vs TCBX — Fair Value Comparison

TBBK
$0$21$43$64 Price$54.56 Bayesian …$20.98 (-61.5%) Earnings …$31.75 (-41.8%)
TCBX
$0$22$44$67 Price$38.16 Bayesian …$33.92 (-11.1%) Earnings …$56.51 (+48.1%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType TBBK Fair ValueTBBK Upside TCBX Fair ValueTCBX Upside
Bayesian DCF Intrinsic $20.98 -61.5% $33.92 -11.1%
Earnings Power Value Intrinsic $31.75 -41.8% $56.51 +48.1%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

TBBK vs TCBX — Which Stock Is More Undervalued in 2026?

TCBX scores higher with a 9.0/10 quality rating vs TBBK's 6.2/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do TBBK and TCBX Valuations Compare?

At $54.56, TBBK trades +61.5% above its Bayesian DCF fair value of $20.98, while TCBX at $38.16 trades +11.1% above its estimate of $33.92. TBBK shows a wider gap between price and intrinsic value.

Quality of Company: TBBK vs TCBX

TBBK earns a Quality of Company score of 6.2/10 compared to TCBX's 9.0/10. This moderate difference suggests one company has an edge in fundamental quality, though both may offer investment merit depending on valuation. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: TBBK vs TCBX

TBBK carries a SAFE value trap risk (12/100) while TCBX shows SAFE risk (22/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Banks - Regional

Both TBBK and TCBX operate in Banks - Regional, which has 329 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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