TCBI vs TFC

Texas Capital Bancshares, Inc. vs Truist Financial Corporation — Valuation Comparison 2026

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

Quick Summary — TCBI scores higher on quality with 8.8/10 vs TFC's 8.4/10. TCBI trades at $99.74 while TFC trades at $48.12. Both analyzed daily using SEC EDGAR data across 13 institutional models.

TCBI

Banks - Regional
Texas Capital Bancshares, Inc.
Quality
8.8
out of 10
Value Trap
12
SAFE
Price
$99.74
Last close
Models
11/13
Active
VS

TFC

Banks - Regional
Truist Financial Corporation
Quality
8.4
out of 10
Value Trap
20
SAFE
Price
$48.12
Last close
Models
11/13
Active
TCBI
Earnings Power Value sees +11.5% upside
Limited to 2/13 visible models
TFC
Bayesian DCF sees +23.2% upside
Limited to 2/13 visible models

TCBI vs TFC — Fair Value Comparison

TCBI
$0$44$88$131 Price$99.74 Bayesian …$73.03 (-26.8%) Earnings …$111.24 (+11.5%)
TFC
$0$23$47$70 Price$48.12 Bayesian …$59.30 (+23.2%) Earnings …$16.41 (-65.9%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType TCBI Fair ValueTCBI Upside TFC Fair ValueTFC Upside
Bayesian DCF Intrinsic $73.03 -26.8% $59.30 +23.2%
Earnings Power Value Intrinsic $111.24 +11.5% $16.41 -65.9%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

TCBI vs TFC — Which Stock Is More Undervalued in 2026?

TCBI scores higher with a 8.8/10 quality rating vs TFC's 8.4/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do TCBI and TFC Valuations Compare?

At $99.74, TCBI trades +26.8% above its Bayesian DCF fair value of $73.03, while TFC at $48.12 trades +23.2% below its estimate of $59.30. TCBI shows a wider gap between price and intrinsic value.

Quality of Company: TCBI vs TFC

TCBI earns a Quality of Company score of 8.8/10 compared to TFC's 8.4/10. The scores are closely matched, indicating similar fundamental quality profiles. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: TCBI vs TFC

TCBI carries a SAFE value trap risk (12/100) while TFC shows SAFE risk (20/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Banks - Regional

Both TCBI and TFC 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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