Added to YB: 2025-08-07
Pitch date: 2025-08-05
CUBI [bullish]
Customers Bancorp, Inc.
+15.44%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Customers Bancorp, Inc. operates as the bank holding company for Customers Bank that provides banking products and services.
Market Cap
$2.3B
Pitch Price
$63.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
13.47
EV/Sales
N/A
Sector
Banks
Category
special_situation
Daddy Issues - Customers Bancorp, Inc.
CUBI: Governance concerns as CEO Jay Sidhu appointed son Sam, granting 225k RSUs with $125 stock price target (2x current price) by 2031. $28M potential payout far exceeds typical ~$3M comp. Peculiar 5-month gap between grant and effective date. Would require ROE growth to ~10% and P/B expansion to 1.4x. Father's history suggests possible ulterior motive.
Read full article (3 min)