Eagle Bancorp Montana, Inc.

EBMTdata completeness 100%15 fiscal years on file
The thesis, from the filings

Eagle Bancorp Montana, Inc. earns about 22% on invested capital, far above its ~9% cost of capital, but has diluted owners by 18% over 5 years — a real edge showing up in the numbers. The estimate methods put fair value between $14.17 and $28.77 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$49.7M1$69.5M2$91.6M3$104.2M4$108.4M4
Net income$14.4M5$10.7M6$10.1M7$9.78M8$14.8M8
Operating cash flow$56.5M9$41.9M10$9.35M11$28.5M12$33.1M12
Capital expenditure$12.2M13$16.8M14$14.2M15$14.1M16$4.78M16
Free cash flow (derived)$44.2M9$25.1M10−$4.84M11$14.5M12$28.3M12
Total debt$29.9M17$58.8M18$59M19$59.1M20$44.5M20
Cash & equivalents$61.4M21$21.8M22$24.5M23$31.6M24$63M24
Diluted shares6.7M7.4M7.8M7.9M7.8M

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
$245.16
your share of equity
Profit it earned you last year
$18.96
Free cash flow it threw off
$36.23
Debt you’d be carrying
$56.81

10 shares is a claim on $245.16 of net worth that earned you $18.96 and generated $36.23 of cash last year, against $56.81 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
22% avg · 5y
FY21 13%FY22 8%FY23 17%FY24 32%FY25 42%

It earned about 22% on invested capital, 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
+18% shares · 5y

Share count is up 18% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has risen 49% over the same window.

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 $14.17 and $28.77 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
$26.78
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$14.5M
DCF · Growth Exit 5Y
$28.77
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$14.5M
Earnings Power Value
$14.17
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$10.7M
  • growthAssumed0.0%
Graham Number
$32.37
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 years0.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $28.77
The three cases
Bear0.0%$28.77
Base0.0%$28.77
Bull5.0%$35.16

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

Default growth 0.0%= 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 0001437749-23-005778 (InterestAndDividendIncomeOperating)
  2. 10-K · period ending 2022-12-31 · accession 0001437749-24-006812 (InterestAndDividendIncomeOperating)
  3. 10-K · period ending 2023-12-31 · accession 0001437749-25-007739 (InterestAndDividendIncomeOperating)
  4. 10-K · period ending 2024-12-31 · accession 0001437749-26-007330 (InterestAndDividendIncomeOperating)
  5. 10-K · period ending 2021-12-31 · accession 0001437749-23-005778 (NetIncomeLoss)
  6. 10-K · period ending 2022-12-31 · accession 0001437749-24-006812 (NetIncomeLoss)
  7. 10-K · period ending 2023-12-31 · accession 0001437749-25-007739 (NetIncomeLoss)
  8. 10-K · period ending 2024-12-31 · accession 0001437749-26-007330 (NetIncomeLoss)
  9. 10-K · period ending 2021-12-31 · accession 0001437749-23-005778 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2022-12-31 · accession 0001437749-24-006812 (NetCashProvidedByUsedInOperatingActivities)
  11. 10-K · period ending 2023-12-31 · accession 0001437749-25-007739 (NetCashProvidedByUsedInOperatingActivities)
  12. 10-K · period ending 2024-12-31 · accession 0001437749-26-007330 (NetCashProvidedByUsedInOperatingActivities)
  13. 10-K · period ending 2021-12-31 · accession 0001437749-23-005778 (PaymentsToAcquirePropertyPlantAndEquipment)
  14. 10-K · period ending 2022-12-31 · accession 0001437749-24-006812 (PaymentsToAcquirePropertyPlantAndEquipment)
  15. 10-K · period ending 2023-12-31 · accession 0001437749-25-007739 (PaymentsToAcquirePropertyPlantAndEquipment)
  16. 10-K · period ending 2024-12-31 · accession 0001437749-26-007330 (PaymentsToAcquirePropertyPlantAndEquipment)
  17. 10-K · period ending 2021-12-31 · accession 0001437749-23-005778 (LongTermDebt)
  18. 10-K · period ending 2022-12-31 · accession 0001437749-24-006812 (LongTermDebt)
  19. 10-K · period ending 2023-12-31 · accession 0001437749-25-007739 (LongTermDebt)
  20. 10-K · period ending 2024-12-31 · accession 0001437749-26-007330 (LongTermDebt)
  21. 10-K · period ending 2021-12-31 · accession 0001437749-23-005778 (CashAndCashEquivalentsAtCarryingValue)
  22. 10-K · period ending 2022-12-31 · accession 0001437749-24-006812 (CashAndCashEquivalentsAtCarryingValue)
  23. 10-K · period ending 2023-12-31 · accession 0001437749-25-007739 (CashAndCashEquivalentsAtCarryingValue)
  24. 10-K · period ending 2024-12-31 · accession 0001437749-26-007330 (CashAndCashEquivalentsAtCarryingValue)