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The First Bancshares, Inc. (FBMS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US3189161033
CUSIP
318916103
IPO Date
Jan 2, 2003

Highlights

Total Revenue (TTM)
$412.55M
Gross Profit (TTM)
$203.18M
EBITDA (TTM)
$108.17M

Share Price Chart


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The First Bancshares, Inc.

Often compared with FBMS:
FBMS vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The First Bancshares, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


The First Bancshares, Inc.

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.57%-6.38%-5.21%-2.76%
2024-13.30%-1.36%4.51%-7.75%6.97%2.49%28.25%3.64%-6.22%4.17%11.73%-5.76%23.60%
2023-4.25%2.83%-17.50%-2.83%4.70%-0.77%21.17%-8.67%-5.00%-10.20%6.89%14.35%-5.37%
2022-6.60%-1.67%-4.67%-4.37%-5.97%-4.98%1.40%3.78%-0.10%9.61%5.07%-6.38%-15.21%
2021-3.04%7.54%14.16%6.86%0.17%-4.15%3.05%5.46%-4.29%3.79%-3.09%-0.62%26.97%
2020-3.10%-13.06%-36.09%4.46%6.96%6.18%-11.51%8.19%-2.19%13.69%15.34%12.87%-11.48%

Benchmark Metrics

The First Bancshares, Inc. has an annualized alpha of 15.09%, beta of 0.29, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 03, 2003.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (34.97%) than losses (34.68%) — typical of diversified or defensive assets.
  • Beta of 0.29 may look defensive, but with R² of 0.01 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.01 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
15.09%
Beta
0.29
0.01
Upside Capture
34.97%
Downside Capture
34.68%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The First Bancshares, Inc. (FBMS) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

The First Bancshares, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The company has been increasing its dividends for 14 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80$1.002015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.00$1.00$0.90$0.74$0.58$0.42$0.31$0.20$0.15$0.15$0.15

Dividend yield

0.00%2.86%3.07%2.31%1.50%1.36%0.87%0.66%0.44%0.55%0.82%

Monthly Dividends

The table displays the monthly dividend distributions for The First Bancshares, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.25$0.00$0.25
2024$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2023$0.00$0.21$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.90
2022$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.74
2021$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.58
2020$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.12$0.00$0.42

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the The First Bancshares, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The First Bancshares, Inc. was 85.35%, occurring on Oct 5, 2009. Recovery took 2073 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.35%Feb 24, 2006910Oct 5, 20092073Dec 28, 20172983
-60.16%Aug 24, 2018396Mar 23, 2020283May 6, 2021679
-43.99%Nov 10, 2021365Apr 25, 2023447Feb 5, 2025812
-23.33%May 17, 200515Jun 7, 2005135Dec 16, 2005150
-20.88%Mar 23, 20051Mar 23, 200533May 10, 200534

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of The First Bancshares, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how The First Bancshares, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items