Bancfirst Corp (BANF)
NASDAQFinancialsBanks - RegionalSnapshot 2026-10-30
NASDAQFinancialsBanks - RegionalSnapshot 2026-10-30
Research Workspace
Put BANF beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Regional Banks is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 4% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 29% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBANF’s steady financial performance supports its banking franchise, while expectations look full. Its latest quarter beat earnings estimates, though revenue fell slightly below consensus. BANF trades at 2× P/B versus a 1× peer median, near its 2× history. The market is pricing in more growth than our forecast. Higher rates may dampen future economic activity, and the next-quarter miss probability is 23%. Peer multiples imply a price about 30% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. BANF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering BANF (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BANF with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BANF Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Regional Banks — fair value, gap to price, and forward P/E.
Compare the value case
Put BANF next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Acquire SpiritBank and expand in the Tulsa market
Completion advances the Tulsa expansion objective, though the acquisition was already tracked as on track.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Increase quarterly cash dividend
Quarterly dividend declaration supports capital allocation objective.

Advances: Maintain strong operating income
Earnings beat indicates strong operating income growth.

Acquisition enhances market presence and growth potential.
Acquisition aligns with growth strategy and increases assets.