investorscraft@gmail.com

Stock Analysis & ValuationMid Penn Bancorp, Inc. (MPB)

Previous Close
$32.99
Sector Valuation Confidence Level
High
Valuation methodValue, $Upside, %
Artificial intelligence (AI)24.33-26
Intrinsic value (DCF)137.98318
Graham-Dodd Method33.281
Graham Formulan/a

Strategic Investment Analysis

Company Overview

Mid Penn Bancorp, Inc. (NASDAQ: MPB) is a regional bank holding company headquartered in Harrisburg, Pennsylvania, operating through its subsidiary Mid Penn Bank. Founded in 1868, the company provides a comprehensive suite of commercial banking services, including deposit products (checking, savings, CDs, IRAs) and loan offerings (mortgage, commercial, consumer, and agricultural loans). With a strong presence in 19 Pennsylvania counties, Mid Penn Bancorp serves individuals, businesses, non-profits, and local governments through 60 full-service branches. The bank differentiates itself with community-focused lending, digital banking solutions, and trust/wealth management services. As a regional player in the competitive U.S. financial services sector, Mid Penn Bancorp emphasizes local decision-making and relationship banking while maintaining a diversified loan portfolio. The company's $611 million market capitalization reflects its steady growth in Pennsylvania's mid-tier banking landscape.

Investment Summary

Mid Penn Bancorp presents a conservative regional banking investment with moderate growth potential. The company's 0.639 beta indicates lower volatility than the broader market, appealing to risk-averse investors. With $176.8 million in revenue and $49.4 million net income (2.9 diluted EPS), MPB demonstrates stable profitability. The 4.8% dividend yield (based on $0.80 annual dividend) is attractive relative to peers, supported by $51.5 million cash reserves. However, the $79.4 million debt load and regional concentration in Pennsylvania create exposure to local economic conditions. Investors should weigh the bank's steady performance against limited geographic diversification and potential margin pressure from rising interest rates. The absence of capital expenditures suggests limited near-term growth initiatives.

Competitive Analysis

Mid Penn Bancorp competes in Pennsylvania's fragmented regional banking sector by emphasizing community relationships and localized service. Its competitive advantage stems from 150+ years of brand recognition in its markets and decentralized decision-making that allows quicker response to local needs compared to national banks. The bank's diversified loan portfolio (spanning commercial, agricultural, and municipal segments) mitigates sector-specific risks. However, MPB lacks the scale advantages of larger regional players in technology investment and cost efficiency. Its digital offerings remain basic compared to tech-forward competitors, potentially limiting appeal to younger demographics. The bank's underwriting focus on Pennsylvania communities provides niche expertise but creates geographic concentration risk. In wealth management, MPB's services are less comprehensive than specialized firms but sufficient for its retail customer base. The competitive landscape requires balancing personalized service with necessary tech upgrades to retain customers as banking digitizes.

Major Competitors

  • First Commonwealth Financial Corporation (FCF): Larger Pennsylvania peer ($1.4B market cap) with stronger digital platform and wider ATM network. More aggressive in M&A but carries higher efficiency ratios. Overlaps in central PA markets.
  • ConnectOne Bancorp, Inc. (CNOB): New Jersey-based but competes in eastern PA commercial lending. More tech-focused with superior digital tools but lacks MPB's rural market penetration. Higher commercial real estate concentration.
  • Oritani Financial Corp. (ORIT): Similar-sized NJ thrift with comparable dividend yield. Stronger in multifamily lending but limited branch network (22 locations). Less diversified loan portfolio than MPB.
  • Premier Financial Corp. (PFC): Midwest regional with similar asset size but higher net interest margin. More experienced in acquisitions but faces stiff Ohio/Michigan competition. MPB has better PA local knowledge.
HomeMenuAccount