VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
FISI
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
FISIFinancial Institutions, Inc.
$38.51$758M
Overview & Verdict
Overview
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders
  1. Home
  2. Financial Ratios

  1. Home
  2. Stocks
  3. FISI
  4. Financial Ratios

Financial Institutions, Inc. (FISI) Financial Ratios

Latest Ratios: P/E Ratio 10.7x · EV/EBITDA 9.9x · ROE 12.5%. (1998–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

FISI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$758M$633M$428M$330M$377M$507M$361M$515M$410M$469M$496M
Enterprise Value$984M$859M$597M$548M$559M$532M$346M$716M$816M$855M$795M
P/E Ratio →10.678.63—6.766.846.659.7810.8410.7514.6016.29
P/S Ratio2.011.681.620.991.562.391.772.462.182.853.29
P/B Ratio1.241.010.750.720.931.000.771.171.031.231.55
P/FCF57.2047.785.9341.713.017.979.229.526.5812.1712.68
P/OCF40.3233.685.5530.262.826.958.328.926.3010.1410.61

P/E links to full P/E history page with 30-year chart

FISI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—2.272.261.652.322.511.703.434.345.195.27
EV / EBITDA9.918.65—7.717.075.056.4610.5914.5717.2315.87
EV / EBIT10.779.40—8.707.875.477.5812.0616.4719.6718.01
EV / FCF—64.798.2869.414.468.368.8413.2513.1022.1920.34

FISI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin61.7%61.7%33.3%59.3%82.2%98.0%75.8%77.5%79.4%81.3%85.3%
Operating Margin24.2%24.2%-25.8%19.0%29.4%45.9%22.4%28.5%26.3%26.4%29.3%
Net Profit Margin19.8%19.8%-15.8%15.1%23.5%36.6%18.8%23.4%21.0%20.4%21.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE12.5%12.5%-8.1%11.7%12.4%16.0%8.4%11.7%10.2%9.6%10.4%
ROA1.2%1.2%-0.7%0.8%1.0%1.5%0.8%1.1%0.9%0.9%0.9%
ROIC7.7%7.7%-6.3%6.2%8.0%12.6%5.3%5.4%4.2%4.2%5.0%
ROCE10.0%10.0%-8.4%9.0%10.7%15.0%7.7%11.6%10.7%10.4%11.9%

FISI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.530.530.450.750.770.210.170.721.281.271.16
Debt / EBITDA3.373.37—4.833.950.991.474.659.089.787.40
Net Debt / Equity—0.360.300.480.450.05-0.030.461.021.010.94
Net Debt / EBITDA2.272.27—3.082.300.24-0.282.987.257.785.97
Debt / FCF—17.012.3527.701.450.39-0.383.736.5210.027.66
Interest Coverage0.690.69-0.460.522.477.792.051.531.662.483.52

FISI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.030.030.020.190.210.270.180.140.140.170.18
Quick Ratio0.030.030.020.190.210.270.180.140.140.170.18
Cash Ratio0.020.020.020.020.030.020.020.030.030.030.02
Asset Turnover—0.060.040.050.040.040.040.050.040.040.04
Inventory Turnover———————————
Days Sales Outstanding———————————

FISI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.2%3.9%4.3%5.5%4.7%3.4%4.6%3.1%3.6%2.7%2.3%
Payout Ratio33.0%33.0%—36.4%31.1%21.9%43.0%32.3%37.8%37.3%36.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield9.4%11.6%—14.8%14.6%15.0%10.2%9.2%9.3%6.8%6.1%
FCF Yield1.7%2.1%16.9%2.4%33.2%12.5%10.8%10.5%15.2%8.2%7.9%
Buyback Yield1.5%1.8%0.1%0.2%4.1%1.8%0.1%0.1%0.0%0.0%0.0%
Total Shareholder Yield4.7%5.7%4.4%5.7%8.7%5.2%4.6%3.1%3.7%2.7%2.3%
Shares Outstanding—$20M$16M$15M$15M$16M$16M$16M$16M$15M$14M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Regional economic concentration risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Valuation Reflects Growth Constraints

Based on recent market data, FISI trades at a P/B of 1.26, which appears to discount the bank relative to regional peers like NBT Bancorp, suggesting that investors remain cautious regarding the bank's ability to generate superior returns on tangible equity within its rural footprint.

The current P/B multiple indicates that the market views FISI as a commodity balance sheet rather than a premium franchise, likely due to the slow-growth demographics of its Western New York market. Investors should monitor whether the current 10.78x P/E multiple provides a sufficient margin of safety given the persistent pressure on net interest margins.

DuPont Decomposition Reveals Profitability Headwinds

As reported in quarterly financial statements, the bank's ROE has struggled to exceed 3.3%, a figure that appears structurally constrained by a stagnant 0.8% NIM and a heavy reliance on a large, low-yielding securities portfolio rather than higher-margin commercial loan growth.

The decomposition of profitability suggests that the bank's reliance on non-interest income is insufficient to offset the compression in core spread-based earnings. The low asset utilization, driven by the massive securities concentration, effectively limits the bank's ability to leverage its capital base for higher returns.

Margin Compression Limits Operating Leverage

According to recent regulatory filings, FISI's NIM has remained locked at 0.8% for four consecutive quarters, indicating that the bank's funding costs are rising in lockstep with asset yields, thereby neutralizing the benefits of its localized, relationship-based deposit gathering strategy.

While the efficiency ratio remains well-managed between 36% and 41%, the lack of margin expansion suggests that operational discipline is being offset by a challenging interest rate environment. The bank's inability to widen its spread warrants further investigation into whether deposit betas in its rural markets are higher than previously assumed.

Capital Retention Bolsters Regulatory Buffers

Based on the provided balance sheet data, FISI has successfully improved its equity-to-assets ratio from 0.07 to 0.10 over the last ten quarters, reflecting a conservative capital management strategy that prioritizes long-term stability over aggressive share repurchases or balance sheet expansion.

This strengthening of the capital base provides a necessary buffer against potential volatility in the bank's large securities portfolio. Investors should interpret this as a defensive posture, which, while prudent, may continue to weigh on the bank's overall return on equity in the near term.

P/E Ratio Obscures Earnings Quality

The P/E ratio is frequently misapplied to FISI, as it fails to account for the significant volatility introduced by the provision for credit losses and non-recurring items, which can artificially inflate or deflate headline earnings in any given quarter.

Analysts should instead focus on the Price-to-Tangible Book Value (P/TBV) and normalized ROE to better assess the bank's underlying value. Relying on P/E ignores the impact of AOCI-related unrealized losses on the securities portfolio, which can mask the true economic strength of the bank's tangible equity.

Download Financial Ratios Data

Includes 30+ ratios · 28 years · Updated daily

Consensus-Based Analysis Tools

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

DCA Calculator

See how regular investing compounds over time.

Run Numbers

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

FISI — Frequently Asked Questions

Quick answers to the most common questions about buying FISI stock.

What is Financial Institutions, Inc.'s P/E ratio?

Financial Institutions, Inc.'s current P/E ratio is 10.7x. The historical average is 12.6x. This places it at the 29th percentile of its historical range.

What is Financial Institutions, Inc.'s EV/EBITDA?

Financial Institutions, Inc.'s current EV/EBITDA is 9.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 11.6x.

What is Financial Institutions, Inc.'s ROE?

Financial Institutions, Inc.'s return on equity (ROE) is 12.5%. The historical average is 9.2%.

Is FISI stock overvalued?

Based on historical data, Financial Institutions, Inc. is trading at a P/E of 10.7x. This is at the 29th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Financial Institutions, Inc.'s dividend yield?

Financial Institutions, Inc.'s current dividend yield is 3.16% with a payout ratio of 33.0%.

What are Financial Institutions, Inc.'s profit margins?

Financial Institutions, Inc. has 61.7% gross margin and 24.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Financial Institutions, Inc. have?

Financial Institutions, Inc.'s Debt/EBITDA ratio is 3.4x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.