undamentalytics Newsletter

Beacon Financial vs Trustmark

Trustmark is the larger business, with $800m of revenue in fiscal 2025 against $553m for Beacon Financial (1.4 times as much). Trustmark grew faster (42.6% against 38.2%). Trustmark kept more of each dollar of sales as profit: a net margin of 28.0% against 16.3%.

Latest fiscal yearBeacon FinancialBBT, 2025TrustmarkTRMK, 2025
Revenue $553m $800m
Revenue growth 38.2% 42.6%
Net income $90.3m $224m
Operating margin — —
Net margin 16.3% 28.0%
Return on equity 4.9% 11.0%
Free cash flow $212m $232m
Cash $2.04bn —
Total debt $788m $0
Debt to equity — —
Dividend per share — $0.96
Dividend yield 3.5% 2.2%
Share buybacks — $80.0m
Employees 1,972 2,543
Market value $2.60bn $2.62bn
Price vs our value range — —
Moat score 47 (Moderate) 72 (Strong)
Insider trades, 12 months 11 buys, 2 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.