BOKF:NSD-BOK Financial Corporation (USD)

COMMON STOCK | Banks-Regional | NSD

Last Closing Price

USD 101.81

Change

0.00 (0.00)%

Market Cap

USD 6.98B

Volume

0.15M

Avg Analyst Target

USD 96.67 (-5.05%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking segment offers lending, treasury, and cash management services, as well as customer risk management products for small businesses, middle market, and larger commercial customers. This segment also operates TransFund electronic funds transfer network. The Consumer Banking segment provides lending and deposit services to small business customers through the retail branch network; and engages in the mortgage loan origination and servicing activities. The Wealth Management segment offers fiduciary, private banking, and investment advisory services; insurance services; and brokerage and trading services primarily related to providing liquidity to the mortgage markets through trading of U.S. government agency mortgage-backed securities and related derivative contracts, as well as underwrites state and municipal securities. The company also provides commercial loans, such as loans for working capital, facilities acquisition or expansion, purchases of equipment, and other needs of commercial customers; and service, healthcare, manufacturing, wholesale/retail, energy, and other sector loans. In addition, it offers commercial real estate loans for the construction of buildings or other enhancements to real estate and property held by borrowers for investment purposes; and residential mortgage and personal loans. Further, the company provides automated teller machine (ATM), call center, and Internet and mobile banking services. As of December 31, 2020, it operated 2,599 TransFund ATM locations. BOK Financial Corporation was founded in 1910 and is headquartered in Tulsa, Oklahoma. Address: Bank of Oklahoma Tower, Tulsa, OK, United States, 74172

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-10-23 )

Largest Industry Peers for Banks-Regional

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
SIVB SVB Financial Group

N/A

USD44.18B 23.11 N/A
FITB Fifth Third Bancorp

N/A

USD31.38B 12.57 N/A
HBANN Huntington Bancshares Incorpor..

N/A

USD27.35B 27.10 N/A
HBAN Huntington Bancshares Incorpor..

N/A

USD24.63B 18.01 N/A
FITBI Fifth Third Bancorp

N/A

USD19.83B 7.84 N/A
SBNY Signature Bank

N/A

USD19.13B 22.61 N/A
HBANO Huntington Bancshares Incorpor..

N/A

USD12.99B 21.91 N/A
ZION Zions Bancorporation National ..

N/A

USD10.39B 9.36 N/A
CBSH Commerce Bancshares Inc

N/A

USD8.39B 15.48 N/A
FCNCA First Citizens BancShares Inc

N/A

USD8.18B 14.75 N/A

ETFs Containing BOKF

Symbol Name Weight Mer Price(Change) Market Cap
QABA First Trust NASDAQ ABA Co.. 0.00 % 0.60 %

N/A

USD0.14B

Market Performance

  Market Performance vs.
Industry/Classification (Banks-Regional)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 48.67% 79% C+ 84% B
Dividend Return 2.28% 42% F 57% F
Total Return 50.95% 80% B- 85% B
Trailing 12 Months  
Capital Gain 62.66% 65% D 76% C
Dividend Return 3.32% 41% F 58% F
Total Return 65.98% 65% D 77% C+
Trailing 5 Years  
Capital Gain 42.23% 54% F 50% F
Dividend Return 12.98% 34% F 52% F
Total Return 55.21% 53% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 5.48% 59% F 42% F
Dividend Return 2.49% 52% F 64% D
Total Return 7.96% 61% D- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 36.32% 30% F 50% F
Risk Adjusted Return 21.93% 46% F 36% F
Market Capitalization 6.98B 96% A 89% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Banks-Regional)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.79 63% D 69% D+
Price/Book Ratio 1.29 38% F 77% C+
Price / Cash Flow Ratio -16.78 95% A 78% C+
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 12.31% 62% D- 74% C
Return on Invested Capital -0.27% 16% F 49% F
Return on Assets 1.41% 74% C 59% F
Debt to Equity Ratio 48.47% 28% F 39% F
Technical Ratios  
Short Ratio 5.08 23% F 29% F
Short Percent 3.22% 12% F 47% F
Beta 1.43 8% F 31% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.