CASH

Financial Services

Pathward Financial, Inc. · Banks - Regional · $2B

UQS Score — Balanced Preset
70.0
Good

Pathward Financial, Inc. scores 70.0/100 using the Balanced preset.

UQS vs Financial Services Sector
CASH
70.0
Sector avg
39.7
Quality
Strong
Moat
Weak
Growth
Neutral
Risk
Strong
Valuation
Attractive

What is Pathward Financial, Inc.?

Pathward Financial is a Sioux Falls-based bank holding company offering banking, payments, and commercial finance products across the United States.

Operating through Consumer, Commercial, and Corporate Services segments, Pathward generates revenue from prepaid cards, tax refund-transfer services, commercial lending, factoring, and warehouse financing. The company serves both individual consumers and business clients through Pathward, National Association.

Is CASH a Good Stock to Buy?

UQS Score rates CASH as Good overall, with particularly Strong Quality and an Attractive Valuation relative to peers.

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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

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Pro Analysis

CASH — Score History

6065707580Apr 2Apr 12Apr 22May 2May 12May 22May 25v5
Score changes· 12 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 11, 202670.092.838.050.8100.099.00.0
May 10, 202670.092.838.050.8100.098.3+4.4
May 9, 202665.692.838.015.5100.098.4-4.4
May 8, 202670.092.838.050.8100.098.30.0
Apr 26, 202670.092.838.050.8100.099.0-1.0
Apr 25, 202671.088.538.050.8100.094.6-0.1
Apr 24, 202671.188.538.050.8100.095.6+0.6
Apr 23, 202670.588.538.049.4100.093.4+3.1
Apr 19, 202667.494.838.049.463.698.7-0.2
Apr 18, 202667.694.838.049.463.699.70.0

CASH — Pillar Breakdown

Quality

92.8/100 (25%)

Pathward Financial, Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

50.8/100 (20%)

Pathward Financial, Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

100.0/100 (15%)

Pathward Financial, Inc. carries minimal financial risk with conservative leverage and strong solvency.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

98.8/100 (15%)

Pathward Financial, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

Moat

38/100 (25%)

Pathward Financial, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for CASH.

Score Composition

Quality
92.8×25%23.2
Growth
50.8×20%10.2
Risk
100.0×15%15.0
Valuation
98.8×15%14.8
Moat
38.0×25%9.5
Total
70.0Good

Financial Data

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How is the CASH UQS Score Calculated?

The UQS (Unified Quality Score) for Pathward Financial, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Pathward Financial, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Pathward Financial, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.