SIVB:NSD-SVB Financial Group (USD)

COMMON STOCK | Banks-Regional | NSD

Last Closing Price

USD 690.33

Change

0.00 (0.00)%

Market Cap

USD 40.50B

Volume

0.32M

Avg Analyst Target

USD 656.84 (-4.85%)

Avg User Target

USD
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)

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Relative Returns (From:    To: 2021-10-16 )

Largest Industry Peers for Banks-Regional

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
FITB Fifth Third Bancorp

N/A

USD30.05B 12.72 N/A
HBANN Huntington Bancshares Incorpor..

N/A

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

N/A

USD23.82B 17.42 N/A
FITBI Fifth Third Bancorp

N/A

USD19.56B 8.15 N/A
SBNY Signature Bank

N/A

USD17.66B 24.07 N/A
HBANO Huntington Bancshares Incorpor..

N/A

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

N/A

USD10.07B 9.33 N/A
CBSH Commerce Bancshares Inc

N/A

USD8.32B 15.28 N/A
FCNCA First Citizens BancShares Inc

N/A

USD8.28B 14.92 N/A
PNFP Pinnacle Financial Partners In..

N/A

USD7.59B 15.45 N/A

ETFs Containing SIVB

Symbol Name Weight Mer Price(Change) Market Cap
CZA Invesco Zacks Mid-Cap ETF 0.00 % 0.69 %

N/A

USD0.22B
XUFB:LSE Xtrackers IE Plc - Xtrack.. 0.00 % 0.12 %

N/A

USD0.18B
SPGP Invesco S&P 500 GARP ETF 0.00 % 0.34 %

N/A

USD0.55B
HBG-U:CA Hamilton Global Bank ETF 0.00 % 1.21 %

N/A

N/A
BNKS:LSE iShares S&P U.S. Banks ET.. 0.00 % 0.35 %

N/A

USD0.81B
FEX:LSE First Trust Global Funds .. 0.00 % 0.75 %

N/A

USD0.06B
FEXD:LSE First Trust Global Funds .. 0.00 % 0.75 %

N/A

USD0.04B
FEXU:LSE First Trust Global Funds .. 0.00 % 0.75 %

N/A

USD0.06B
IUS2:F ISHARES V Public Limited .. 0.00 % 0.35 %

N/A

USD0.69B
FCQH:CA Fidelity U.S. High Qualit.. 0.00 % 0.42 %

N/A

USD0.02B
XDEW:F Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

N/A

USD4.16B
FTGU:XETRA First Trust Global Funds .. 0.00 % 0.75 %

N/A

USD0.06B
IUS2:XETRA ISHARES V Public Limited .. 0.00 % 0.35 %

N/A

USD0.81B
NSGE:CA NBI Sustainable Global Eq.. 0.00 % 0.74 %

N/A

USD0.31B
FEVR Inspire Faithward Large C.. 0.00 % 0.85 %

N/A

N/A
JOET Virtus ETF Trust II - Vir.. 0.00 % 0.29 %

N/A

N/A
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.71 %

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USD0.21B
HFMU:CA Hamilton U.S. Mid-Cap Fin.. 0.00 % 0.75 %

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USD0.04B
DPST Direxion Shares ETF Trust.. 0.00 % 1.00 %

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USD0.48B
KBWB Invesco Exchange-Traded F.. 0.00 % 0.35 %

N/A

USD2.36B
FEX First Trust Large Cap Cor.. 0.00 % 0.59 %

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USD1.19B
FTC First Trust Large Cap Gro.. 0.00 % 0.60 %

N/A

USD1.19B
HBG:CA Hamilton Global Bank ETF 0.00 % 1.15 %

N/A

USD0.02B
IAT iShares U.S. Regional Ban.. 0.00 % 0.42 %

N/A

USD1.13B
IWS iShares Russell Mid-Cap V.. 0.00 % 0.23 %

N/A

USD14.24B
KBE SPDR S&P Bank ETF 0.00 % 0.35 %

N/A

USD3.37B
KRE SPDR S&P Regional Banking.. 0.00 % 0.35 %

N/A

USD5.12B
ISMD Northern Lights Fund Trus.. 0.00 % 0.60 %

N/A

USD0.12B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

N/A

USD0.07B
RPG Invesco S&P 500 Pure Grow.. 0.00 % 0.35 %

N/A

USD2.75B
RYF Invesco S&P 500 Equal Wei.. 0.00 % 0.40 %

N/A

USD0.44B
WDRW Direxion Daily Regional B.. 0.00 % 1.09 %

N/A

USD1.63M
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.38 %

N/A

USD0.91B
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.45 %

N/A

USD4.71M
LEAD-B:CA Evolve Future Leadership .. 0.00 % 1.01 %

N/A

USD0.04B

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 78.00% 95% A 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 78.00% 95% A 91% A-
Trailing 12 Months  
Capital Gain 152.67% 97% A+ 92% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 152.67% 97% A+ 92% A-
Trailing 5 Years  
Capital Gain 500.86% 100% A+ 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 500.86% 100% A+ 93% A
Average Annual (5 Year Horizon)  
Capital Gain 44.13% 98% A+ 82% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 44.13% 98% A+ 82% B-
Risk Return Profile  
Volatility (Standard Deviation) 68.88% 2% F 25% F
Risk Adjusted Return 64.07% 96% A 79% C+
Market Capitalization 40.50B 100% A+ 97% 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 19.72 13% F 45% F
Price/Book Ratio 4.07 1% F 34% F
Price / Cash Flow Ratio 28.02 14% F 16% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 21.64% 96% A 88% B+
Return on Invested Capital 13.50% 77% C+ 83% B
Return on Assets 1.69% 89% B+ 62% D-
Debt to Equity Ratio 10.26% 77% C+ 70% C-
Technical Ratios  
Short Ratio 2.07 69% D+ 63% D
Short Percent 1.43% 36% F 68% D+
Beta 1.92 2% F 15% 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

Target Price Action Rating Action Analyst Rating Price Date

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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.

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.

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.

Low Revenue Growth

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