Added to YB: 2026-02-10
Pitch date: 2026-02-07
PDLB [bullish]
Ponce Financial Group, Inc.
-1.01%
current return
Author Info
No bio for this author
Company Info
Ponce Financial Group, Inc. operates as the bank holding company for Ponce Bank that provides various banking products and services.
Market Cap
$377.1M
Pitch Price
$16.88
Price Target
28.93 (+73%)
Dividend
N/A
EV/EBITDA
N/A
P/E
13.78
EV/Sales
N/A
Sector
Banks
Category
special_situation
Ponce Financial: Buying at 0.78x Post-Redemption Book with a Q3 2026 Catalyst
PDLB: Community bank trades 1.31x tangible book but holds $225M Treasury ECIP preferred redeemable at 7-28% of par per Nov 2024 Treasury guidelines. Redemption would add $162-$209M to common equity ($6.75-$8.73/share). 81% Deep Impact Lending vs 60% threshold positions for Q3 2026 redemption. 35-74% upside vs limited downside.
Read full article (17 min)