TakeoverPE & activists

PBPROSPERITY BANCSHARES INC

State Commercial Banks · $7.2B market cap · 3,941 employees

0.3×

Less likely than average to be taken private

Top 45% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

Takeover signals

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

0of 15 firedHow well they predict deals →

No signals fired.

15 other checks
  • TSR below peersNo
    —
    3+ of last 5 years
  • High CEO pay despite TSRNo
    —
    Median CEO pay ≥ $15M while TSR trails
  • Earnings not backed by cashNo
    101% of net income
    Cash flow under 80% of net income
  • Dilutive SBCNo
    —
    Over 10% of revenue
  • Payouts exceed cash flowNo
    69% of cash flow
    Buybacks + dividends over cash flow
  • Goodwill-heavyNo
    9% of assets
    Over 40% of assets
  • Shareholder dissentNo
    84% lowest support
    Any vote under 80% support
  • Low revenue per employeeNo
    —
    Bottom quartile of its SIC industry
  • Quiet on AINo
    1.8 per 10K words · 53rd pct
    Bottom quartile of AI mentions in 10-Ks
  • Net cashNo
    —
    More cash than debt, positive EBITDA
  • Buyout-sizedNo
    $7.2B market cap
    Market cap $500M–$5B
  • Recurring revenueNo
    3 of 10
    10-K business scored 7+ of 10 for recurring revenue
  • AI-rollup shapedNo
    0 of 10
    10-K business scored 5+ of 10 as an AI-rollup target
  • Active 13DNo
    0 filings
    Active-intent 13D in 18 months
  • Net insider sellingNo
    −$6M net
    Net sales over $10M in 12 months

Deal filings

FiledFormAcquirerPricePremium
Sep 17, 2019DEFM14A—$6.2830.9%

Key numbers

Revenue
—
Operating margin
—
EBITDA
—
Net debt / EBITDA
—
$1.9B net debt

Financials

MetricFY2021FY2022FY2023FY2024FY2025YoYTrend
Net income$519M$525M$419M$479M$543M 13% FY2021: $519MFY2022: $525MFY2023: $419MFY2024: $479MFY2025: $543M
Operating cash flow$695M$507M$646M$473M$550M 16% FY2021: $695MFY2022: $507MFY2023: $646MFY2024: $473MFY2025: $550M
Capex$19M$42M$34M$21M$33M 54% FY2021: $19MFY2022: $42MFY2023: $34MFY2024: $21MFY2025: $33M
Stock-based comp$13M$12M$12M$13M$12M 5.8% FY2021: $13MFY2022: $12MFY2023: $12MFY2024: $13MFY2025: $12M
Buybacks$52M$66M$72M$75M$157M 110% FY2021: $52MFY2022: $66MFY2023: $72MFY2024: $75MFY2025: $157M
Dividends$184M$193M$206M$214M$221M 3.3% FY2021: $184MFY2022: $193MFY2023: $206MFY2024: $214MFY2025: $221M

13D filers

None on file.

Insider trading

−$6Mnet selling by insiders, open market, last 12 months
Bought $0 · 0 tradesSold $6M · 239 trades

Pay vs performance

No pay-versus-performance disclosure yet.