Bank7 Corp.

BSVNdata completeness 88%10 fiscal years on file
The thesis, from the filings

Bank7 Corp. earns about 19% on equity, far above its ~9% cost of capital, but has diluted owners by 5% over 5 years — a real edge showing up in the numbers. The estimate methods put fair value between $32.08 and $242.09 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$56.3M1$78.7M2$121.5M3$131.5M3$128.8M3
Net income$23.2M4$29.6M5$28.3M6$45.7M6$43.1M6
Operating cash flow$30.1M7$39.7M8$49.1M9$55M9$46.1M9
Capital expenditure$599,00010$294,00011$2.83M12$4.2M12$4.74M12
Free cash flow (derived)$29.5M7$39.4M8$46.3M9$50.8M9$41.4M9
Total debt
Cash & equivalents$204.9M13$109.1M14$181M14$234.2M14$244.6M14
Diluted shares9.1M9.2M9.3M9.4M9.6M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$262.16
your share of equity
Profit it earned you last year
$44.98
Free cash flow it threw off
$43.24
Debt you’d be carrying

10 shares is a claim on $262.16 of net worth that earned you $44.98 and generated $43.24 of cash last year.

iii. Is this a good business?
Moat signal · return on equity
19% avg · 5y
FY21 18%FY22 21%FY23 17%FY24 21%FY25 17%

It earned about 19% on equity, year after year, against a ~9% cost of capital — the footprint of real pricing power. Competition usually drags returns like this back down; here it hasn't.

seeing a moat in the numbers →
Management signal · capital allocation
+5% shares · 5y

Share count is up 5% over 5 years — owners have been diluted. Worth asking what they got for it.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $32.08 and $242.09 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$242.09
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth16.2%
  • fcfBase$46.3M
DCF · Growth Exit 5Y
$161.24
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth16.2%
  • fcfBase$46.3M
Earnings Power Value
$32.08
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$29.6M
  • growthAssumed0.0%
Graham Number
$51.52
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years16.2%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $161.24
The three cases
Bear0.0%$94.63
Base16.2%$161.24
Bull20.0%$183.19

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 16.2%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2021-12-31 · accession 0001140361-24-014984 (InterestAndDividendIncomeOperating)
  2. 10-K · period ending 2022-12-31 · accession 0001140361-25-008438 (InterestAndDividendIncomeOperating)
  3. 10-K · period ending 2023-12-31 · accession 0001140361-26-009657 (InterestAndDividendIncomeOperating)
  4. 10-K · period ending 2021-12-31 · accession 0001140361-24-014984 (NetIncomeLoss)
  5. 10-K · period ending 2022-12-31 · accession 0001140361-25-008438 (NetIncomeLoss)
  6. 10-K · period ending 2023-12-31 · accession 0001140361-26-009657 (NetIncomeLoss)
  7. 10-K · period ending 2021-12-31 · accession 0001140361-24-014984 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2022-12-31 · accession 0001140361-25-008438 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2023-12-31 · accession 0001140361-26-009657 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2021-12-31 · accession 0001140361-24-014984 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2022-12-31 · accession 0001140361-25-008438 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2023-12-31 · accession 0001140361-26-009657 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2021-12-31 · accession 0001140361-25-008438 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)
  14. 10-K · period ending 2022-12-31 · accession 0001140361-26-009657 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)