SIVB:NSD-SVB Financial Group (USD)

COMMON STOCK | Banks-Regional | NSD

Last Closing Price

USD 511.71

Change

+4.71 (+0.93)%

Market Cap

USD 27.37B

Volume

0.57M

Average Target Price

USD 458.89 (-10.32%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

SVB Financial Group, a diversified financial services company, provides various banking and financial products and services. The company operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Leerink. The Global Commercial Bank segment offers deposit products, such as business and analysis checking, money market, multi-currency, in-country bank, and sweep accounts, as well as merchant, remote capture, lockbox, electronic deposit capture, and fraud control services; credit solutions comprising term loans, equipment and asset-based loans, revolving lines of credit, and credit card programs, as well as mezzanine lending, acquisition finance, and corporate working capital facilities; and payment and cash management products and services, including wire transfer and automated clearing house payment, bill pay, debit and credit cards, account analysis, and disbursement, as well as online and mobile banking services. This segment also provides foreign exchange services; export, import, and standby letter of credit; investment services and solutions; investment advisory services; vineyard development loans; and debt fund investment services. The SVB Private Bank segment offers private banking services, such as mortgages, home equity and capital call lines of credit, restricted stock purchase loans, and other secured and unsecured lending products, as well as cash and wealth management services. The SVB Capital segment provides venture capital investment services that manage funds on behalf of third party limited partner investors. The SVB Leerink segment engages in equity and convertible capital markets, mergers and acquisitions, equity research and sales, trading, and investment banking services. It operates through 30 offices in the United States; and offices in Canada, the United Kingdom, Israel, Germany, Denmark, India, Hong Kong, and China. SVB Financial Group was founded in 1983 and is headquartered in Santa Clara, California.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-15 )

Largest Industry Peers for Banks-Regional

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
HBANN Huntington Bancshares Incorpor..

+0.09 (+0.35%)

USD28.38B 37.74 N/A
FITB Fifth Third Bancorp

-0.52 (-1.35%)

USD27.40B 21.07 N/A
FITBI Fifth Third Bancorp

+0.22 (+0.78%)

USD19.82B 15.49 N/A
HBAN Huntington Bancshares Incorpor..

-0.26 (-1.59%)

USD16.73B 23.71 N/A
SBNY Signature Bank

+2.15 (+0.94%)

USD13.24B 23.07 N/A
HBANO Huntington Bancshares Incorpor..

+0.01 (+0.04%)

USD13.19B 36.81 N/A
ZION Zions Bancorporation, National..

-0.43 (-0.76%)

USD9.20B 18.62 N/A
CBSH Commerce Bancshares, Inc

-0.34 (-0.44%)

USD9.02B 26.52 N/A
FCNCA First Citizens BancShares, Inc

+13.24 (+1.58%)

USD8.10B 17.63 N/A
PBCT People's United Financial, Inc

-0.14 (-0.78%)

USD7.70B 36.91 N/A

ETFs Containing SIVB

Symbol Name Weight Mer Price(Change) Market Cap
ETHO Etho Climate Leadership U.. 0.00 % 0.48 %

+0.27 (+0.46%)

USD0.14B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.65 %

-0.19 (-0.63%)

USD0.15B
IUS2:XETRA iShares S&P U.S. Bank.. 0.00 % 0.35 %

-0.14 (-2.74%)

USD0.93B
XDEW:F Xtrackers (IE) Plc - Xtra.. 0.00 % 0.25 %

+0.08 (+0.13%)

USD5.72B
IUS2:F iShares S&P U.S. Bank.. 0.00 % 0.35 %

-0.12 (-2.37%)

USD0.69B
XUFB:LSE Xtrackers (IE) Plc - Xtra.. 0.00 % 0.12 %

-52.60 (-2.97%)

USD0.66B
BNKS:LSE iShares S&P U.S. Bank.. 0.00 % 0.35 %

-0.18 (-2.92%)

USD0.69B
HBG-U:CA Hamilton Global Bank ETF 0.00 % 1.21 %

N/A

N/A
SPGP Invesco S&P 500 GARP ETF 0.00 % 0.34 %

+0.66 (+0.79%)

USD0.36B
FCQH:CA Fidelity U.S. High Qualit.. 0.00 % 0.38 %

+0.27 (+0.67%)

USD0.02B
HBG:CA Hamilton Global Bank ETF 0.00 % 1.15 %

N/A

USD0.02B
HFMU:CA Hamilton U.S. Mid-Cap Fin.. 0.00 % 0.75 %

N/A

USD0.04B
EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

-0.15 (-0.32%)

USD2.19M
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.45 %

-0.30 (-1.52%)

USD4.71M
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.35 %

-0.19 (-0.59%)

USD0.85B
WDRW Direxion Daily Regional B.. 0.00 % 1.09 %

N/A

USD1.63M
RPG Invesco S&P 500 Pure Grow.. 0.00 % 0.35 %

+2.78 (+1.61%)

USD2.66B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

-0.09 (-0.18%)

USD0.06B
IAT iShares U.S. Regional Ban.. 0.00 % 0.42 %

-0.68 (-1.17%)

USD0.44B
XDEW:XETRA Xtrackers (IE) Plc - Xtra.. 0.00 % 0.25 %

+0.11 (+0.17%)

USD5.75B

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 31.94% 78% C+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.94% 76% C 80% B-
Trailing 12 Months  
Capital Gain 217.12% 98% A+ 86% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 217.12% 98% A+ 86% B
Trailing 5 Years  
Capital Gain 370.24% 99% A+ 89% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 370.24% 99% A+ 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 32.07% 99% A+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.07% 99% A+ 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 52.13% 3% F 32% F
Risk Adjusted Return 61.53% 96% A 79% C+
Market Capitalization 27.37B 99% A+ 96% A
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 22.17 21% F 46% F
Price/Book Ratio 3.41 2% F 48% F
Price / Cash Flow Ratio 18.93 23% F 24% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 17.20% 95% A 88% B+
Return on Invested Capital 13.50% 95% A 86% B
Return on Assets 1.39% 88% B+ 65% D
Debt to Equity Ratio 10.26% 78% C+ 72% C-
Technical Ratios  
Short Ratio 1.35 82% B- 64% D
Short Percent 1.80% 34% F 68% D+
Beta 2.05 2% F 13% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
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 earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

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

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.