Nicolet Bankshares, Inc. company mark
Financial Services · NYSE/NASDAQ: NIC

Nicolet Bankshares, Inc.

Banks - Regional
Market Cap $3.55B
Verdict: High

Quality Scores

Business Compounding
85/100
Compounder Quality
92/100
Management Credibility
94/100
Governance
88/100
Cash Flow Quality
94/100

AI Summary

Nicolet Bankshares, Inc. (NIC) has demonstrated a decade of robust expansion, transitioning from a $2.3 billion asset base in 2016 to over $9 billion by 2025. The business is characterized by aggressive yet calculated inorganic growth, complemented by strong organic earnings generation. Net income has scaled from $18 million to over $150 million, reflecting a disciplined transition from a community bank to a regional powerhouse in the Upper Midwest. The business quality is underpinned by a consistent upward trajectory in book value and earnings per share. Management has successfully…

Top Opportunities

  • Exceptional 10-year Net Profit CAGR (>20%)
  • Strong historical CFO generation consistently above Net Income
  • Disciplined use of debt post-acquisition peaks

Top Risks

  • Vulnerability to regional economic shifts in Wisconsin/Midwest
  • Net Income volatility observed in 2023
  • Elevated Long-term Debt levels compared to mid-2010s

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