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Added to YB: 2024-06-28

Pitch date: 2024-06-28

DCOM [bearish]

Dime Community Bancshares, Inc.

-62.97%

current return

Author Info

No bio for this author

Company Info

Dime Community Bancshares, Inc. operates as the holding company for Dime Community Bank that engages in the provision of various commercial banking and financial services.

Market Cap

$1.2B

Pitch Price

$19.19

Price Target

N/A

Dividend

3.67%

EV/EBITDA

N/A

P/E

23.15

EV/Sales

N/A

Sector

Banks

Category

turnaround

Show full summary:
DCOM: High-Cost Debt, Falling Margins, and NYC Loan Exposure

DCOM: Raised $65M at 9% yield, stock up despite high cost. NIM fell 315bps to 221bps, ROE 17%+ to 6.2% in 18mo. $1B NYC rent-controlled loans (=tangible equity) risky. Bank betting on non-CRE loan growth despite 9% capital cost. Short position added on strength.

Read full article (1 min)