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56

EBC

๐Ÿฆ Financial Services

Eastern Bankshares, Inc.

Conservative #389Aggressive #946Low RiskLow 21MLโ†‘ 40pt
$20.72-0.50%
Day High$21.18
Day Low$20.50
Volume0.5M
Mkt Cap$4.7B
52W Low $1452W High $23
Market Cap
$4.7B
P/E Ratio
52.3
Sector avg: 26.8
Rev Growth
-1.4%
Sector avg: 13.4%
Earnings Growth
-26.2%
Profit Margin
8.4%
Sector avg: -2.8%
Debt/Equity
0.05

Why This Score

EBC scores 56.4 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.05) provides financial flexibility and downside protection.
  • Positive but moderate momentum (25%) โ€” steady appreciation without overheating.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated valuation at 52.3x earnings โ€” requires sustained growth to justify the premium.

Moderate penalties (-3.8 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score56.4
Fundamental Score64.2
ML Score24.0

Score by Horizon

3 Month
71.5
6 Month
79.9
Primary
1 Year
84.1

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
High accrual ratio (-742.8%) โ€” earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
58
Neutral
Analyst (6.4%)
67
Favorable
Tradability (post-hoc)
93
Grade A
Base
56.2
SHAP
+3.1
Factors
+0.9
Divergence
-3.8
Final
56.4
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)31.0
Technical (Momentum, Weinstein, Volatility)85.0
External (Sentiment, Analyst, Macro)81.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+1.1% to +5.6%
Medium-term
+2.3% to +9.2%
Long-term
+3.5% to +12.7%

ML Model Core Features100 trained inputs โ†’ ML Score: 24

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score66.7/100
Target Upside+8.8%
Coverage6 analysts
Market Sentiment
Sentiment Score57.9/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+0.2%
6M Momentum+0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-3.7%
Momentum ConsistencyStrong (0.87)
Relative Strength vs Sector+15.6%
Trend Strength (ADX Proxy)Strong (3.8)
Momentum Quality+0.224
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
5%
Low risk
Sector RevGr Rank
P18
Revenue growth vs Financial Services peers
Sector PE Rank
P9
Valuation vs Financial Services peers
Sector FCF Rank
P65
Free cash flow vs Financial Services peers
Growth Deviation
-0.1ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 45 relative to sector peers45/100
Machine learning model ranks this stock at the 85th percentileP85
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.4pt (features align with model priorities)โ€”
Blend: 91% fund (45.4) + 9% ML (85.0) + SHAP(+4.4) = 53.4โ€”
Factor quality: +1.2pt (multi-factor composite)โ€”
Risk assessment: low. Annualized volatility 6.4%. Stability bonus of +9.2 points. Max drawdown 8% (-0.2 pts)Low
Market cap adjustment: +0.5 points ($4.8B market cap)+0.5 pts
Conviction penalty: -2.8pt (conviction=21)โ€”
Divergence penalty: -4.5pt (ML 40pt higher)โ€”
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -8 pointsGrade B
Quality concern: High accrual ratio (-742.8%) โ€” earnings quality concern; CRE concentration risk: regional bank with likely elevated commercial real estate exposure โ€” forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services โ€” Rank #118 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
EBC56.452.3-1.4%8.4%$4.7B
CME84.927.29.9%57.5%$112.1B
CINF82.410.711.4%18.9%$25.8B
ACT81.98.92.4%54.6%$6.1B
SEIC81.014.010.7%27.3%$10.1B
TROW79.510.13.1%28.5%$21.1B
FHB78.111.83.2%24.2%$3.2B
MCHB77.4N/A123.7%23.2%$3.3B
TRMK75.711.934.8%19.3%$2.7B
BCAL74.49.926.2%27.1%$605M
NMIH73.97.78.4%55.1%$3.1B
TW73.130.018.9%39.6%$26.2B
VCTR73.118.38.8%32.3%$4.7B
FFIN73.118.811.7%30.7%$4.8B
VLY72.512.5-2.2%17.1%$7.4B
QQQX72.010.448.6%257.3%$1.4B
Sector Average45.726.813.4%-2.8%โ€”

Company Overviewvia FMP

Eastern Bankshares, Inc. operates as the bank holding company for Eastern Bank that provides banking products and services primarily to retail, commercial, and small business customers. It operates in two segments, Banking Business and Insurance Agency Business. The company provides interest-bearing and non interest-bearing checking deposits, money market deposits, savings deposits, and time certificates of deposits, as well as debit and credit cards. It also offers commercial and industrial loans, commercial real estate and construction loans, small business loans, residential real estate loans, home equity, and lines of credit, as well as other consumer loans comprising unsecured personal lines of credit, overdraft protection, automobile loans, home improvement loans, airplane loans, and other personal loans. In addition, the company provides cash reserves, cash management, merchant, escrow express, government banking, international banking, interest on lawyers trust accounts, retirement planning, and business telephone banking services, as well as products and services for not-for-profit and healthcare. Further, it offers trust and investment products and services; community development and asset-based lending services; financial planning, portfolio management, wealth management, private banking, and fiduciary products; online, mobile, and telephone banking services; and automated lock box collection and account reconciliation services, as well as various insurance products. As of December 31, 2021, the company operated 105 branch offices in eastern Massachusetts and southern New Hampshire; and 23 non-branch offices in eastern Massachusetts, one office in New Hampshire, and one office in Rhode Island. Eastern Bankshares, Inc. was founded in 1818 and is headquartered in Boston, Massachusetts.

CEO
Denis K. Sheahan
Employees
1,998
Beta
0.80
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
39.7
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-8.2%
High: $22.58
From 52W Low
+53.4%
Low: $13.51
Moving Averages
10-Day
$21.10
Below
20-Day
$21.30
Below
50-Day
$20.10
Above
200-Day
$17.60
Above
60-Day Support
$18.04
60-Day Resistance
$22.58
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 77/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+17.7%
200 SMA Slope (60d)
+7.03%
Rising
Volume Ratio
0.89x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$382M$323M$322M$30M
Gross Profit$284M$233M$237M$-54M
Operating Income$94M$94M$100M$-184M
Net Income$100M$106M$100M$-218M
EPS (Diluted)$0.46$0.53$0.50$-1.09
Gross Margin74.2%72.2%73.6%-181.9%
Operating Margin24.6%29.1%31.2%-621.7%
Net Margin26.0%32.9%31.2%-735.7%

Why This Stock

Financial Services

Tradability FilterGrade A โ€” 93/100Score impact: +7.5pt

Volume
100
2.1M avg/day
Dollar Vol
96
$43M/day
Float
100
198M shares
Mkt Cap
67
$4.7B
Range
94
67% spread
Composite Liquidity Score93/100
FDCBA

Growth Projection Adjustment

0.7x dampening
slight revenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
88.1%
Outstanding Shares
225M
Bid-Ask Spread
67.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.