|FFBC Overview
FFBC

FIRST FINANCIAL BANCORP /OH/

Financials • CIK: 0000708955

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Market Cap
$2.38B
P/E (TTM)
9.3x
Rev Growth (TTM)
+7.6%
Net Margin (TTM)
28.4%
FCF Yield (TTM)
13.3%
FCF Margin (TTM)
35.3%

LATEST EARNINGS

Q4 2025
about 1 month ago
View source
Revenue
$251.30M
+21.1%
Net Income
$62.39M
-3.8%
EPS
$0.64
-5.9%
Net
24.8% -6.5%
  • Record adjusted earnings per share of $0.80 and adjusted return on assets of 1.52% for Q4 2025.
  • Record adjusted noninterest income of $77.3 million for Q4 2025, a 5% increase from the linked quarter.
  • Record full-year 2025 revenue of $921.8 million, an 8% increase over 2024.
  • Full-year 2025 adjusted net income of $281.1 million, or $2.92 per share.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$317M
Q4 '25
$114M+33%
Q3 '25
$86M+32%
FCF Margin
TTM35.3%
Q4 '2547.8%+30%
Sector: 22.2%Top 25%
OCF Margin37.6%
OCF/NI1.32x
CapEx Coverage16.3x
FCF Yield13.3%
FCF Growth (2Y)+19%
Cash Conversion Cycle
0 days
DSO: 0+DIO: 0DPO: 0

Capital Allocation & Returns

Balanced
Total Shareholder YieldEst.
Est.3.9%
Div Yield3.9%
+
Est. Buyback5.6%

Balancing returns with reinvestment

Dividend & Payout Metrics
Dividend Yield (TTM)3.9%
FCF Payout Ratio29.4%
Free Cash Flow (TTM)$317.1M
Capital Return / FCF29.8%
Est. Dividends Paid (TTM)$93.4M
Estimated: Buyback data estimated from FCF. Actual repurchase data not available for this company.
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
P25MedianP75
(med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
Asset Turnover
0.05x
8Q: 0.05x
Leverage (1+D/E)
1.24x
D/E: 0.24x
Asset & CapEx Efficiency
Fixed Asset Turn
17.87x
8Q:8.65x
+144.9%
CapEx/Depreciation
0.65x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Revenue
$899.5M
$238.8M2.0%
$234.0M3.4%
$226.3M13.0%
$200.4M10.6%
$224.3M11.4%
$201.3M6.3%
$214.8M10.0%
$195.3M
Operating Income
$358.9M
$89.2M10.5%
$99.7M2.1%
$97.7M35.1%
$72.3M5.3%
$76.3M1.1%
$75.5M17.2%
$91.2M25.2%
$72.9M
Net Income
$255.6M
$62.4M13.3%
$71.9M2.8%
$70.0M36.5%
$51.3M20.9%
$64.9M23.7%
$52.5M13.7%
$60.8M20.0%
$50.7M
Operating Cash Flow
$337.9M
$122.2M36.0%
$89.8M28.7%
$69.8M24.4%
$56.1M24.2%
$74.1M15.9%
$88.1M29.5%
$68.1M113.1%
$31.9M
Free Cash Flow
$317.1M
$114.1M33.0%
$85.8M32.3%
$64.8M23.8%
$52.4M21.9%
$67.1M20.6%
$84.4M30.4%
$64.8M161.1%
$24.8M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
9.3x
Volatile
8Q: 39.3x-454%
Valuation Lenses
Earnings
9.3x
vs sector
Cash Flow
9.1x
EV/FCF vs
Growth-Adj
0.9xPEG
Undervalued for growth
Quality-Adj
P/E per %ROIC
ROIC: –
Shareholder Returns
Dividend
3.9%
Buyback
Total Yield
3.9%
Market Cap$2.38B
EV$2.89B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
71/100
High Quality

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
9.9%
8Q:
Return on Invested Capital (ROIC)
8Q:
vs Sector:0.1%

Earnings Quality

Cash Conversion

1.32x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin

Capital Efficiency

Invested Capital Turnover

Working Capital

Cash Conversion Cycle0 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
67/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
7.6%
OpInc Growth YoY
16.9%
EPS Growth YoY
10.8%
FCF 3Y CAGR
19.2%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
Operating
Net
28.4%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+6.8 pts
FCF: 35.3% | Net: 28.4%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Solid
Net Debt / EBITDA
Net Debt: $496.78M
Interest Coverage
Leverage Metrics
Debt-to-Equity
0.24x
Balance sheet risk & solvency analysis