Stock Valuation Program

Benchmarking Today’s Value For Tomorrow’s Growth

CAMELS’ Stock Valuation Reports provide comprehensive performance review information, pricing benchmarks, peer group analysis, and valuation conclusions that bank directors, investors, trust departments, and accountancy and legal firms depend on to continually assess an institution’s value in the rapidly changing marketplace.

CAMELS Stock Valuation Reports are an essential component in meeting shareholder expectations and providing your bank with capital planning guidance. For more than two decades, CAMELS Consulting Group has been providing the community banking sector with stock valuations, addressing:

  • Establishment of Fair Market Value (FMV)
  • Dividend Reinvestment Plan (DRIPs)
  • Self-directed IRAs Public Off­erings (IPOs, Secondary)
  • Dividend Strategies (cash, stock, splits)
  • Trading Desk Support for (Block Sales, ESOPs/KSOPs, and Option Plans)
  • Self-directed IRAs Public Off­erings (IPOs, Secondary)
  • Mergers and Acquisitions
  • Fairness Opinions
  • Strategic Capital Planning
  • Trust Department Appraisals
  • Snapshot Summaries for Individual Shareholders

Over 60 Pages Of Financial Analysis

Directors, investors, trust departments, accountancy and legal firms find our valuation services helpful in continually assessing an institution’s value in a rapidly changing market. Our reports encompass over 60 pages of financial analysis on an institution’s performance and follow those guidelines established under the Uniform Standards Professional Appraisal Practice and Business Valuation Standards (“USPAP”).



CAMELS Stock Valuation Program provides shareholders an indication of their stocks Fair Market Value, positively impacting liquidity and investor interest.

Jim Milroy

President & CEO, 1st State Financial Ltd./1st State Bank

More info can be found on the product library page here.