Added to YB: 2026-02-11
Pitch date: 2025-11-20
CASS [bullish]
Cass Information Systems, Inc.
+11.59%
current return
Author Info
No bio for this author
Company Info
Cass Information Systems, Inc. provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States.
Market Cap
$579.4M
Pitch Price
$39.94
Price Target
101.00 (+127%)
Dividend
2.84%
EV/EBITDA
2.95
P/E
19.49
EV/Sales
0.90
Sector
Financial Services
Category
turnaround
Cass Information Systems, Inc. - $CASS
CASS: FAP market leader w/ 30% share, 100bps+ NIM compression recovering as fixed-rate loans reprice (+30bps asset yields, +60bps NIMs over 2-3yrs). Prolonged freight recession unwinding should boost invoice volumes & payables float. AI automation driving workforce reductions (-7% y/y), creating operating leverage. Conservative $101 price target by FY30 (24% levered IRR).
Read full article (7 min)