Stocks/LSBK

LSBK

Lake Shore Bancorp, Inc.
Financial Services·Banks - Regional
$15.56
$122M market cap
Revenue
$19.9M
Free Cash Flow
$5.0M
Rev Growth
+0.0%
FCF Margin
24.9%
P/FCF
24.7x
EV/FCF
24.1x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Lake Shore Bancorp, Inc. operates as the savings and loan holding company for Lake Shore Savings Bank that provides banking products and services. It accepts various deposit products, such as regular savings deposits, including Christmas Club and statement savings accounts; money market savings and checking accounts; interest bearing and non-interest bearing checking accounts, such as demand deposits; health savings accounts; retirement accounts; time deposits; interest on lawyer accounts; and a

2-Year Price History

$15.70+75.0%
$10$12$14volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q19.82.52.41.92.82.8-0.03.00.07.416.7%1.0x--
Act2025-Q410.12.52.41.92.22.2-0.0116.81.37.416.3%0.9x--

Valuation & Metrics

Market Stats

Price$15.56
Market Cap$122M
Enterprise Value$119M
P/S Ratio6.2x
P/FCF24.7x
EV/FCF24.1x
FCF Margin (TTM)24.9%
FCF Yield4.0%
Dividend Yield (TTM)2.3%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$19.9M
Net Income$3.9M
Free Cash Flow$5.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin25.1%
Net Margin19.4%
FCF Margin24.9%
CapEx % of Revenue0.1%
SBC % of Revenue0.9%
ROIC16.5%
WC Change % Rev0.0%
Interest Coverage0.9x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover2.8
Change (vs Prior)-21.5%
Need at least 2 settlement dates for chart

Employees

Headcount93
Revenue / Employee$213,957
Gross Profit / Employee$158,935

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
26.0%(+26.0% YoY)
24 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
1.4%(+1.4% YoY)
5 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-062025-092025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Stilwell Value LLC$11.7M$12.84+$0+$11.7M-0.5%$96.1M
ALLIANCEBERNSTEIN L.P.$6.6M$13.28+$642K+$6.6M-0.3%$307.70B
Oppenheimer & Close, LLC$2.7M$12.76+$0+$2.7M+1.0%$159M
MANGROVE PARTNERS$2.3M$12.79+$0+$2.3M+1.6%$1.23B
HBK Sorce Advisory LLC$1.4M$12.76+$0+$1.4M-0.1%$4.86B
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$1.1M$12.79−$33K+$1.1M-0.6%$113M
RENAISSANCE TECHNOLOGIES LLC$1.0M$13.08−$15K+$1.0M+1.2%$63.91B
Peapod Lane Capital LLC$1.0M$12.77+$0+$1.0M-0.9%$122M
RAYMOND JAMES FINANCIAL INC$802K$15.09+$797K+$802K-0.0%$322.69B
DIMENSIONAL FUND ADVISORS LPPassive$694K$12.80+$10K+$694K-0.4%$480.92B
Minerva Advisors LLC$672K$12.76+$0+$672K-1.8%$155M
MORGAN STANLEY$454K$12.98+$42K+$454K-0.3%$1.65T
COURIER CAPITAL LLC$390K$12.76+$0+$390K-1.2%$1.76B
FIRST MANHATTAN CO$381K$12.76+$0+$381K-0.2%$36.06B
VANGUARD CAPITAL MANAGEMENT LLCPassive$367K$15.09+$365K+$367K$4.04T
ACADIAN ASSET MANAGEMENT LLC$328K$14.68+$106K+$328K-0.5%$70.48B
Sandhill Capital Partners LLC$275K$12.76−$28K+$275K-0.9%$1.16B
GEODE CAPITAL MANAGEMENT, LLCPassive$272K$12.76−$131K+$272K+2.3%$1.61T
Round Hill Asset Management$239K$12.76+$0+$239K-1.5%$153M
HPM Partners LLC$233K$12.76+$0+$233K-0.1%$70.24B
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)BULLISH
Holders
-0.06%
avg per quarter
Holders (ex-self)
-0.15%
excl. this stock
Buyers (this Q)
-0.19%
12 buyers · $0.00B in
Sellers (this Q)
-7.43%
7 sellers · $0.00B out
alpha coverage: 98% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-1.3%
how holders react when this stock falls
On quiet Qs
+1.5%
−10% to +10% baseline
On rallies (+10%+)
+2.5%
how they react when this stock rises
Holders' portfolio flow this Q
-3.9%
outflows — trims may be forced
Sellers' portfolio flow this Q
+1.8%
Sellers grew AUM elsewhere — opinionated cut of this stock.

Top Holders Over Time

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

0477K954K1.4M1.9M$13$13$14$15$152025-092025-122026-03
hover the chart for per-quarter detailprice (right axis)
Stilwell Value LLC774KALLIANCEBERNSTEIN L.P.449KOppenheimer & Close, LLC180KMANGROVE PARTNERS151KHBK Sorce Advisory LLC88KGRAHAM CAPITAL WEALTH MANAGEMENT, LLC75KRENAISSANCE TECHNOLOGIES LLC69KPeapod Lane Capital LLC69KM3F, Inc.RAYMOND JAMES FINANCIAL INC53K

Corporate

Order Flow (FINRA, ~3w lag)

42.8%retail-9.0pp
3.6%dark+1.6pp
week of 2026-04-13
0%20%40%60%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

LSBK: Model Swaps and Unrealized Bond Losses Mask Asset Quality Decay

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