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Barclays Maintains an 'Equalweight' on FBR Capital (FBCM); Getting Closer to Profitability

July 28, 2011 2:34 PM EDT
FBCM Hot Sheet
Rating Summary:
    0 Buy, 0 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Barclays maintains an 'Equalweight' on FBR Capital (NASDAQ: FBCM) price target lowered $1 to $4.00.

Barclays analyst says, "Relative to prior years of mismatched revenues and costs, we continue to be impressed with the firm's expense discipline in recent quarters as FBCM approaches neutral profitability and looks towards more robust results next year, in our view. That said, the volatile nature of the firm's investment banking results, which are subject to market conditions that are admittedly challenging at the moment, have resulted in near-zero ROE in both the recent past and in coming quarters, which does not support a par book valuation in our view. As such, we believe the shares may trade in a range between 0.6x and 0.8x P/B over the medium term while more robust results still remain over the horizon...We are lowering our 2011 EPS estimate from $0.27 to $0.02 and our 2012 EPS estimate from $0.50 to $0.40."

For more ratings news on FBR Capital click here and for the rating history of FBR Capital click here.

Shares of FBR Capital closed at $2.98 yesterday, with a 52 week range of $3.00-$4.13.


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