First Interstate Bancsystem Stock Year To Date Return

FIBK Stock

USD 28.79 0.19 0.66%

First Interstate's fundamental analysis aims to assess its intrinsic value by examining key economic and financial indicators - such as cash flow records, changes in balance sheet accounts, income statement trends, financial ratios, and relevant microeconomic factors affecting First Stock price.

Short Long Term Debt Total Total Assets

Build AI portfolio with First Stock

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

First Interstate BancSystem Company Year To Date Return Analysis

First Interstate's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

First Year To Date Return Driver Correlations

Understanding the fundamental principles of building solid financial models for First Interstate is extremely important. It helps to project a fair market value of First Stock properly, considering its historical fundamentals such as Year To Date Return. Since First Interstate's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of First Interstate's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of First Interstate's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Good Will	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Short Term Investments	Common Stock	Long Term Debt	Property Plant Equipment	Net Tangible Assets	Long Term Debt Total	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Earning Assets	Current Deferred Revenue	Net Invested Capital	Capital Stock
Total Assets		0.98	0.62	0.79	0.98	0.97	0.98	1.0	0.05	0.69	0.81	0.42	0.98	0.54	0.87	0.89	0.88	0.38	0.68	0.72	0.83	-0.43	0.92	0.9
Total Stockholder Equity	0.98		0.58	0.81	0.96	0.95	0.99	0.98	0.03	0.61	0.84	0.33	0.98	0.43	0.86	0.89	0.84	0.46	0.73	0.75	0.86	-0.32	0.87	0.86
Net Debt	0.62	0.58		0.21	0.74	0.78	0.55	0.62	-0.3	0.63	0.74	0.11	0.7	0.41	0.55	0.49	0.69	-0.2	0.19	0.12	0.25	-0.15	0.81	0.83
Retained Earnings	0.79	0.81	0.21		0.69	0.68	0.8	0.79	0.4	0.55	0.54	0.56	0.73	0.34	0.86	0.92	0.5	0.62	0.78	0.89	0.91	-0.37	0.7	0.65
Accounts Payable	0.98	0.96	0.74	0.69		0.99	0.95	0.98	-0.08	0.72	0.85	0.32	0.99	0.56	0.85	0.85	0.91	0.28	0.6	0.6	0.75	-0.4	0.95	0.95
Net Receivables	0.97	0.95	0.78	0.68	0.99		0.94	0.97	-0.09	0.71	0.88	0.31	0.99	0.51	0.85	0.84	0.91	0.27	0.6	0.61	0.74	-0.34	0.95	0.95
Good Will	0.98	0.99	0.55	0.8	0.95	0.94		0.97	0.03	0.58	0.81	0.32	0.98	0.47	0.85	0.89	0.84	0.45	0.75	0.75	0.86	-0.37	0.85	0.85
Total Liab	1.0	0.98	0.62	0.79	0.98	0.97	0.97		0.05	0.7	0.81	0.43	0.98	0.55	0.87	0.89	0.88	0.37	0.68	0.72	0.82	-0.44	0.92	0.9
Total Current Assets	0.05	0.03	-0.3	0.4	-0.08	-0.09	0.03	0.05		0.22	-0.25	0.58	-0.05	0.2	0.07	0.13	-0.34	0.12	0.46	0.42	0.07	-0.36	-0.03	-0.11
Short Term Debt	0.69	0.61	0.63	0.55	0.72	0.71	0.58	0.7	0.22		0.52	0.57	0.67	0.61	0.72	0.66	0.58	0.08	0.36	0.4	0.46	-0.5	0.82	0.8
Intangible Assets	0.81	0.84	0.74	0.54	0.85	0.88	0.81	0.81	-0.25	0.52		0.02	0.86	0.06	0.7	0.69	0.82	0.19	0.41	0.46	0.62	0.13	0.8	0.8
Short Term Investments	0.42	0.33	0.11	0.56	0.32	0.31	0.32	0.43	0.58	0.57	0.02		0.31	0.59	0.46	0.47	0.17	0.3	0.49	0.62	0.41	-0.7	0.45	0.34
Common Stock	0.98	0.98	0.7	0.73	0.99	0.99	0.98	0.98	-0.05	0.67	0.86	0.31		0.51	0.86	0.87	0.89	0.34	0.67	0.67	0.8	-0.36	0.93	0.93
Long Term Debt	0.54	0.43	0.41	0.34	0.56	0.51	0.47	0.55	0.2	0.61	0.06	0.59	0.51		0.49	0.47	0.44	0.06	0.4	0.32	0.32	-0.96	0.59	0.59
Property Plant Equipment	0.87	0.86	0.55	0.86	0.85	0.85	0.85	0.87	0.07	0.72	0.7	0.46	0.86	0.49		0.98	0.73	0.43	0.65	0.71	0.9	-0.41	0.9	0.89
Net Tangible Assets	0.89	0.89	0.49	0.92	0.85	0.84	0.89	0.89	0.13	0.66	0.69	0.47	0.87	0.47	0.98		0.71	0.5	0.73	0.8	0.94	-0.41	0.88	0.86
Long Term Debt Total	0.88	0.84	0.69	0.5	0.91	0.91	0.84	0.88	-0.34	0.58	0.82	0.17	0.89	0.44	0.73	0.71		0.18	0.37	0.43	0.66	-0.28	0.85	0.86
Deferred Long Term Liab	0.38	0.46	-0.2	0.62	0.28	0.27	0.45	0.37	0.12	0.08	0.19	0.3	0.34	0.06	0.43	0.5	0.18		0.64	0.74	0.66	-0.17	0.23	0.18
Long Term Investments	0.68	0.73	0.19	0.78	0.6	0.6	0.75	0.68	0.46	0.36	0.41	0.49	0.67	0.4	0.65	0.73	0.37	0.64		0.9	0.73	-0.44	0.55	0.49
Short Long Term Debt	0.72	0.75	0.12	0.89	0.6	0.61	0.75	0.72	0.42	0.4	0.46	0.62	0.67	0.32	0.71	0.8	0.43	0.74	0.9		0.84	-0.39	0.59	0.51
Earning Assets	0.83	0.86	0.25	0.91	0.75	0.74	0.86	0.82	0.07	0.46	0.62	0.41	0.8	0.32	0.9	0.94	0.66	0.66	0.73	0.84		-0.32	0.72	0.69
Current Deferred Revenue	-0.43	-0.32	-0.15	-0.37	-0.4	-0.34	-0.37	-0.44	-0.36	-0.5	0.13	-0.7	-0.36	-0.96	-0.41	-0.41	-0.28	-0.17	-0.44	-0.39	-0.32		-0.43	-0.41
Net Invested Capital	0.92	0.87	0.81	0.7	0.95	0.95	0.85	0.92	-0.03	0.82	0.8	0.45	0.93	0.59	0.9	0.88	0.85	0.23	0.55	0.59	0.72	-0.43		0.99
Capital Stock	0.9	0.86	0.83	0.65	0.95	0.95	0.85	0.9	-0.11	0.8	0.8	0.34	0.93	0.59	0.89	0.86	0.86	0.18	0.49	0.51	0.69	-0.41	0.99

Click cells to compare fundamentals

Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Competition

Predict First Interstate

First Return On Tangible Assets

Return On Tangible Assets

0.011

At this time, First Interstate's Return On Tangible Assets are quite stable compared to the past year.

According to the company's disclosures, First Interstate BancSystem has a Year To Date Return of 0.0%. This indicator is about the same for the Banks average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

First Year To Date Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses First Interstate's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of First Interstate could also be used in its relative valuation, which is a method of valuing First Interstate by comparing valuation metrics of similar companies.

First Interstate is currently under evaluation in year to date return category among its peers.

First Interstate ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, First Interstate's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to First Interstate's managers, analysts, and investors.

Environmental

Governance

Social

First Fundamentals

	Return On Equity	0.0663
	Return On Asset	0.0075
	Profit Margin	0.24 %
	Operating Margin	0.33 %
	Current Valuation	4.06 B
	Shares Outstanding	104.87 M
	Shares Owned By Insiders	15.85 %
	Shares Owned By Institutions	84.02 %
	Number Of Shares Shorted	3.59 M
	Price To Earning	15.31 X
	Price To Book	0.88 X
	Price To Sales	3.27 X
	Revenue	1.48 B
	Gross Profit	922 M
	EBITDA	351.5 M
	Net Income	226 M
	Cash And Equivalents	591.9 M
	Cash Per Share	5.67 X
	Total Debt	2.39 B
	Debt To Equity	0.12 %
	Book Value Per Share	31.59 X
	Cash Flow From Operations	355 M
	Short Ratio	3.40 X
	Earnings Per Share	2.11 X
	Price To Earnings To Growth	1.84 X
	Target Price	32.38
	Number Of Employees	3.48 K
	Beta	0.77
	Market Capitalization	3.02 B
	Total Asset	29.14 B
	Retained Earnings	1.17 B
	Annual Yield	0.06 %
	Five Year Return	3.36 %
	Net Asset	29.14 B

About First Interstate Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze First Interstate BancSystem's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of First Interstate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of First Interstate BancSystem based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Prophet is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Prophet

When determining whether First Interstate Ban is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if First Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about First Interstate Bancsystem Stock. Highlighted below are key reports to facilitate an investment decision about First Interstate Bancsystem Stock:

How To Invest In First

Details

Is First Stock a good investment?

Details

What is First Interstate's Net Worth?

Details

Largest Regional Banks Companies

View

Largest Banks - Regional Companies

View

Check out First Interstate Piotroski F Score and First Interstate Altman Z Score analysis.

You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of First Interstate. If investors know First will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about First Interstate listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.14)

Earnings Share

2.11

Revenue Per Share

8.948

Quarterly Revenue Growth

(0.04)

Return On Assets

0.0075

The market value of First Interstate Ban is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Interstate's value that differs from its market value or its book value, called intrinsic value, which is First Interstate's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Interstate's market value can be influenced by many factors that don't directly affect First Interstate's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between First Interstate's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Interstate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Interstate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2025 Macroaxis LLC

First Interstate Bancsystem Stock Year To Date Return

First Interstate BancSystem Company Year To Date Return Analysis

YTD Return

(Mean of Monthly Returns - 1)

X

100%

First Year To Date Return Driver Correlations

First Return On Tangible Assets

Return On Tangible Assets

0.011

First Year To Date Return Peer Comparison

First Interstate ESG Sustainability

First Fundamentals

About First Interstate Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY