Stocks/CLST

CLST

Catalyst Bancorp, Inc.
Financial Services·Banks - Regional
$15.92
$65M market cap
Revenue
$7.8M
Free Cash Flow
$1.4M
Rev Growth
+0.0%
FCF Margin
18.6%
P/FCF
44.5x
EV/FCF
47.8x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Catalyst Bancorp, Inc. operates as a holding company for St. Landry Homestead Federal Savings Bank that provides banking products and services in the Acadiana region of south-central Louisiana. The company accepts various deposit products, including savings accounts, demand and NOW accounts, money market accounts, and certificates of deposit. It also offers one- to four-family residential mortgage, commercial real estate loans and multi-family residential, construction and land, commercial and i

2-Year Price History

$15.91+36.8%
$11$12$13$14$15$16volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q13.90.70.70.60.70.7-0.04.99.83.76.1%0.7x--
Act2025-Q43.90.60.60.50.80.8-0.074.114.73.74.4%0.5x--

Valuation & Metrics

Market Stats

Price$15.92
Market Cap$65M
Enterprise Value$69M
P/S Ratio8.3x
P/FCF44.5x
EV/FCF47.8x
FCF Margin (TTM)18.6%
FCF Yield2.2%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$7.8M
Net Income$1.0M
Free Cash Flow$1.4M

Revenue Growth (YoY)+0.0%
EBITDA Margin15.8%
Net Margin13.0%
FCF Margin18.6%
CapEx % of Revenue0.1%
SBC % of Revenue3.2%
ROIC5.3%
WC Change % Rev0.7%
Interest Coverage0.6x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover2.8
Change (vs Prior)-11.8%
Need at least 2 settlement dates for chart

Employees

Headcount49
Revenue / Employee$159,490
Gross Profit / Employee$116,796

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
16.9%(+9.5% YoY)
16 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
8.2%(+1.7% YoY)
5 filers
Vanguard, iShares, SPDR
Market makers
0.3%(+0.3% YoY)
1 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Stilwell Value LLC$4.7M$14.90+$459K+$4.0M-0.3%$96.1M
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$3.3M$11.77+$36K+$243K-0.6%$113M
VANGUARD CAPITAL MANAGEMENT LLCPassive$3.1M$16.56+$3.1M+$3.1M$4.04T
BlackRock, Inc.Passive$1.1M$11.47+$13K−$1K-0.2%$5.69T
GEODE CAPITAL MANAGEMENT, LLCPassive$571K$11.78−$0−$77K+2.3%$1.61T
ALLIANCEBERNSTEIN L.P.$498K$13.33−$127K−$120K-0.3%$307.70B
Montz Harcus Wealth Management LLC$497K$11.65+$0+$0+0.3%$247M
Kestra Advisory Services, LLC$414K$11.85−$166K+$414K-0.4%$26.28B
VANGUARD FIDUCIARY TRUST COPassive$401K$16.56+$401K+$401K$395.83B
RENAISSANCE TECHNOLOGIES LLC$384K$11.56−$2K+$5K+1.2%$63.91B
Summit Financial Wealth Advisors, LLC$301K$11.50+$0+$0+0.1%$705M
WITTENBERG INVESTMENT MANAGEMENT, INC.$226K$11.40+$0+$0-0.0%$268M
CITADEL ADVISORS LLC$215K$11.72+$13K+$215K-0.4%$138.22B
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$186K$13.53+$0+$0-0.2%$1.96B
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$179K$16.56+$179K+$179K-0.6%$77.14B
RAFFLES ASSOCIATES LP$175K$13.53+$0+$0-1.2%$115M
Vanguard Global Advisers, LLCPassive$19K$16.56+$19K+$19K$186.48B
American Capital Advisory, LLC$2K$11.03+$0−$4K-0.3%$247M
Golden State Wealth Management, LLC$1K$11.77+$0+$0+1.3%$914M
UBS Group AG$0$11.76+$0−$99K-0.3%$562.11B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-0.28%
avg per quarter
Holders (ex-self)
-0.30%
excl. this stock
Buyers (this Q)
-0.34%
9 buyers · $0.00B in
Sellers (this Q)
+0.48%
4 sellers · $-0.00B out
alpha coverage: 78% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+26.7%
how holders react when this stock falls
On quiet Qs
-1.7%
−10% to +10% baseline
On rallies (+10%+)
-7.3%
how they react when this stock rises
Holders' portfolio flow this Q
-5.3%
outflows — trims may be forced
Sellers' portfolio flow this Q
+0.0%
Sellers' overall flow ~ flat.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-0.9%
Holder mid (any stock)
-3.2%
Holder rally (any stock)
-3.2%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0188K376K564K753K$11$12$14$15$172021-122022-092023-062024-032024-122025-092026-03
hover the chart for per-quarter detailprice (right axis)
Stilwell Value LLC282KALLIANCEBERNSTEIN L.P.32KMurchinson Ltd.GRAHAM CAPITAL WEALTH MANAGEMENT, LLC197KM3F, Inc.Montz Harcus Wealth Management LLC30KKestra Advisory Services, LLC25KArcus Capital Partners, LLCWITTENBERG INVESTMENT MANAGEMENT, INC.14KBHZ CAPITAL MANAGEMENT, LP

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$85K
2 txns · 1 insider · 6,500 sh
Sells ($, 12mo)
$64K
1 txn · 1 insider · 4,750 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-10-28BUYKleiser Kirk E.director4,750$13.41$64K$238K
2025-10-28SELLKleiser Kirk E.director4,750$13.40$64K$0
2025-06-11BUYKleiser Kirk E.director1,750$12.28$21K$160K

Order Flow (FINRA, ~3w lag)

39.9%retail-19.6pp
2.8%dark+5.8pp
week of 2026-04-13
0%20%40%60%80%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Catalyst Bancorp, Inc.: Solid Equity Buffer Masking Sharp Credit Quality Deterioration

Overall Risk
4/10
Fraud
3/10
Dilution
2/10
Insolvency
2/10
Earnings Overstated
5/10
Hidden Liabilities
4/10
Legal
2/10
Audit Warnings
3/10
Hidden Upside
7/10
Contextually Acceptable
6/10