BAC:NYE-Bank of America Corporation (USD)

COMMON STOCK | Banks-Diversified | NYE

Last Closing Price

USD 34.88

Change

-1.11 (-3.08)%

Market Cap

USD 289.97B

Volume

0.05B

Avg Analyst Target

USD 50.93 (+46.02%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


Bank of America Corporation (BAC) Stock Analysis:
Based on the Bank of America Corporation stock forecasts from 13 analysts, the average analyst target price for Bank of America Corporation is USD 50.93 over the next 12 months. Bank of America Corporation’s average analyst rating is Hold . Stock Target Advisor’s own stock analysis of Bank of America Corporation is Bearish, which is based on 2 positive signals and 10 negative signals. At the last closing, Bank of America Corporation’s stock price was USD 34.88. Bank of America Corporation’s stock price has changed by -1.94% over the past week, -10.22% over the past month and -17.27% over the last year.

About

Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers tr ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2022-05-18 )

Largest Industry Peers for Banks-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
JPM JPMorgan Chase & Co

-2.09 (-1.71%)

USD358.85B 9.06 N/A
JPM-PC JPMorgan Chase & Co

-0.10 (-0.40%)

USD329.78B 1.86 N/A
JPM-PD JPMorgan Chase & Co

-0.09 (-0.37%)

USD328.69B 1.84 N/A
BAC-PC Bank of America Corporation

N/A

USD253.29B 13.37 N/A
BAC-PB Bank of America Corporation

-0.31 (-1.24%)

USD249.48B 7.10 N/A
BML-PH Bank of America Corporation

+0.01 (+0.05%)

USD249.47B 5.24 N/A
BML-PG Bank of America Corporation

-0.08 (-0.43%)

USD248.73B 5.24 N/A
BML-PL Bank of America Corporation

-0.09 (-0.45%)

USD246.55B 5.69 N/A
BAC-PK Bank of America Corporation

-0.31 (-1.26%)

USD245.90B 6.98 N/A
BAC-PE Bank of America Corporation

-0.28 (-1.37%)

USD242.07B 5.80 N/A

ETFs Containing BAC

Symbol Name Weight Mer Price(Change) Market Cap
FINU ProShares UltraPro Financ.. 6.80 % 0.95 %

N/A

USD8.45M
ONEB:CA ONE North American Core P.. 3.08 % 0.60 %

N/A

USD0.09B
JHCB John Hancock Exchange-Tra.. 2.46 % 0.29 %

+0.04 (+0.18%)

N/A
FLCO Franklin Liberty Investme.. 2.39 % 0.35 %

+0.04 (+0.19%)

USD0.92B
PFF iShares Preferred and Inc.. 2.34 % 0.46 %

-0.40 (-1.20%)

USD16.33B
AFRN:PA Amundi Index Solutions - .. 1.82 % 0.11 %

-0.10 (-0.10%)

USD1.29B
FRNE:XETRA Amundi Index Solutions - .. 1.82 % 0.11 %

+0.02 (+0.01%)

USD1.29B
FRNE:F Amundi Index Solutions - .. 1.82 % 0.11 %

+0.03 (+0.03%)

N/A
VONV Vanguard Scottsdale Funds.. 1.60 % 0.08 %

-2.22 (-3.21%)

USD8.63B
RUSB:CA RBC Short Term U.S. Corpo.. 1.26 % 0.40 %

N/A

USD0.24B
UEF8:XETRA UBS ETF - Bloomberg Barcl.. 1.01 % 0.18 %

-0.01 (-0.10%)

USD0.37B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.25 %

N/A

USD0.28B
UEF8:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.18 %

N/A

N/A
UEF7:XETRA UBS ETF - Bloomberg Barcl.. 1.01 % 0.25 %

+0.04 (+0.27%)

N/A
ESGF:CA BMO ESG US Corporate Bond.. 0.99 % 0.23 %

N/A

USD0.02B
ZSU:CA BMO Short-Term US IG Corp.. 0.98 % 0.28 %

N/A

USD0.08B
RUSB-U:CA RBC Short Term U.S. Corpo.. 0.92 % 0.35 %

N/A

N/A
QUIG:CA Mackenzie US Investment G.. 0.80 % 0.17 %

N/A

USD0.29B
SUSD:LSE SSgA SPDR ETFs Europe I p.. 0.64 % 0.20 %

+0.19 (+0.47%)

USD0.13B
SUSC:LSE SSgA SPDR ETFs Europe I p.. 0.61 % 0.20 %

-0.03 (-0.05%)

USD0.13B
UET0:F UBS (Lux) Fund Solutions .. 0.57 % 0.25 %

-0.02 (-0.13%)

N/A
UET0:XETRA UBS (Lux) Fund Solutions .. 0.57 % 0.25 %

+0.04 (+0.28%)

USD0.27B
UC85:LSE UBS ETF - Bloomberg Barcl.. 0.54 % 0.18 %

+2.00 (+0.14%)

USD0.09B
UC76:LSE UBS ETF - Bloomberg Barcl.. 0.54 % 0.25 %

+0.01 (+0.07%)

USD0.07B
UEF0:F UBS ETF - Bloomberg Barcl.. 0.52 % 0.18 %

-0.04 (-0.22%)

USD0.34B
UEF0:XETRA UBS ETF - Bloomberg Barcl.. 0.52 % 0.18 %

N/A

USD0.34B
UEF9:XETRA UBS ETF - Bloomberg Barcl.. 0.52 % 0.25 %

+0.06 (+0.39%)

USD0.07B
UEF9:F UBS ETF - Bloomberg Barcl.. 0.52 % 0.25 %

-0.01 (-0.07%)

USD0.07B
ZIC-U:CA BMO Mid-Term US IG Corpor.. 0.48 % 0.27 %

N/A

N/A
ZIC:CA BMO Mid-Term US IG Corpor.. 0.48 % 0.28 %

-0.14 (-0.84%)

USD2.42B
UCRP:XETRA Amundi Index Solutions - .. 0.36 % 0.06 %

+0.24 (+0.46%)

N/A
SYBF:F SSgA SPDR ETFs Europe I p.. 0.35 % 0.20 %

+0.03 (+0.06%)

USD0.12B
SYBD:F SSgA SPDR ETFs Europe I p.. 0.35 % 0.20 %

N/A

USD1.73B
SYBD:XETRA SSgA SPDR ETFs Europe I p.. 0.35 % 0.20 %

-0.01 (-0.04%)

USD1.74B
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.35 % 0.20 %

-0.01 (-0.05%)

USD1.74B
SYBF:XETRA SSgA SPDR ETFs Europe I p.. 0.35 % 0.20 %

+0.12 (+0.25%)

USD0.13B
SYBR:F SSgA SPDR ETFs Europe I P.. 0.31 % 0.12 %

-0.02 (-0.06%)

USD0.07B
SYBR:XETRA SSgA SPDR ETFs Europe I P.. 0.31 % 0.12 %

+0.06 (+0.20%)

USD0.07B
PRAP:F Amundi Index Solutions Si.. 0.28 % 0.03 %

N/A

N/A
PR1P:XETRA Amundi Index Solutions - .. 0.28 % 0.03 %

+0.06 (+0.33%)

USD0.07B
PR1P:F Amundi Index Solutions - .. 0.28 % 0.03 %

N/A

N/A
PRAP:XETRA Amundi Index Solutions - .. 0.28 % 0.03 %

+0.06 (+0.34%)

USD4.85M
SYBC:F SSgA SPDR ETFs Europe I P.. 0.20 % 0.20 %

-0.16 (-0.30%)

USD0.64B
EUCO:PA SSgA SPDR ETFs Europe I P.. 0.20 % 0.20 %

-0.08 (-0.14%)

USD0.64B
SYBC:XETRA SSgA SPDR ETFs Europe I P.. 0.20 % 0.20 %

-0.05 (-0.10%)

USD0.65B
ECRP:PA Amundi Index Solutions - .. 0.18 % 0.06 %

-0.05 (-0.11%)

USD1.26B
DECR:F Amundi Index Solutions - .. 0.18 % 0.06 %

-0.11 (-0.23%)

USD0.91B
DECR:XETRA Amundi Index Solutions - .. 0.18 % 0.06 %

-0.06 (-0.12%)

USD0.15B
EUCO:LSE SSgA SPDR ETFs Europe I P.. 0.17 % 0.20 %

-0.02 (-0.04%)

USD0.65B
5HEE:XETRA Ossiam Irl Icav - Ossiam .. 0.00 % 0.75 %

-1.81 (-1.84%)

USD0.36B
PLDR Putnam Sustainable Leader.. 0.00 % 0.59 %

-0.99 (-4.44%)

N/A
FIGB Fidelity Investment Grade.. 0.00 % 0.36 %

+0.06 (+0.14%)

N/A
XDEM:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

-60.00 (-1.63%)

USD0.81B
ILCV iShares Morningstar Value.. 0.00 % 0.04 %

-2.27 (-3.47%)

N/A
WFIN:LSE SPDR MSCI World Financial.. 0.00 % 0.30 %

-0.60 (-1.22%)

USD0.39B
VHYL:LSE Vanguard Funds Public Lim.. 0.00 % 0.29 %

-0.17 (-0.35%)

USD2.65B
VHYD:LSE Vanguard Funds Public Lim.. 0.00 % 0.29 %

-0.80 (-1.30%)

USD2.69B
UIFS:LSE iShares V Public Limited .. 0.00 % 0.15 %

-6.63 (-0.87%)

USD1.64B
AGOX Adaptive Growth Opportuni.. 0.00 % 1.69 %

-0.63 (-2.88%)

N/A
PFIX Simplify Exchange Traded .. 0.00 % 0.50 %

-4.01 (-6.61%)

N/A
UC07:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

-108.50 (-1.42%)

USD1.08B
SXLF:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.15 %

-0.52 (-1.37%)

USD0.57B
PSRW:LSE Invesco Markets III plc -.. 0.00 % 0.39 %

-16.75 (-0.88%)

USD0.04B
XSFN:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.12 %

-15.60 (-0.80%)

USD0.75B
PSRF:LSE Invesco Markets III plc -.. 0.00 % 0.39 %

-29.00 (-1.35%)

USD0.31B
TSPA T. Rowe Price US Equity R.. 0.00 % 0.34 %

-0.97 (-4.01%)

N/A
PRUS:LSE Invesco Markets III plc -.. 0.00 % 0.39 %

-0.50 (-1.87%)

USD0.31B
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.25 %

-0.07 (-1.07%)

USD0.07B
IWMO:LSE iShares IV Public Limited.. 0.00 % 0.30 %

-1.23 (-2.25%)

USD1.67B
FDWM Fidelity Covington Trust .. 0.00 % 0.59 %

-0.69 (-4.03%)

N/A
PSWD:XETRA Invesco Markets III plc -.. 0.00 % 0.39 %

-0.26 (-1.13%)

USD0.04B
IWFM:LSE iShares IV Public Limited.. 0.00 % 0.30 %

-70.50 (-1.61%)

USD1.67B
IUMO:LSE iShares Edge MSCI USA Mom.. 0.00 % 0.20 %

-0.25 (-2.53%)

USD0.65B
IUMF:LSE IShares Edge MSCI USA Mom.. 0.00 % 0.20 %

-16.63 (-2.12%)

USD0.65B
IUMD:LSE iShares Edge MSCI USA Mom.. 0.00 % 0.20 %

-0.16 (-2.46%)

USD0.44B
IUFS:LSE iShares S&P 500 Financial.. 0.00 % 0.15 %

-0.14 (-1.52%)

USD1.64B
XDWF:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

-0.20 (-0.90%)

USD0.69B
XUFN:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.12 %

-0.33 (-1.35%)

USD0.69B
VGWD:F Vanguard Funds Public Lim.. 0.00 % 0.29 %

-0.26 (-0.45%)

USD2.88B
PSWD:F Invesco Markets III plc -.. 0.00 % 0.39 %

+0.04 (+0.18%)

USD0.04B
VGWD:XETRA Vanguard Funds Public Lim.. 0.00 % 0.29 %

-0.48 (-0.83%)

USD2.88B
XDEM:XETRA Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

-0.82 (-1.87%)

USD0.85B
IGSU:LSE iShares II Public Limited.. 0.00 % 0.60 %

-0.77 (-1.42%)

USD0.72B
RUBY-U:CA RBC U.S. Banks Yield Inde.. 0.00 % 0.32 %

N/A

N/A
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.04 %

+0.07 (+0.16%)

N/A
UBU5:F UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

+0.27 (+0.30%)

USD1.08B
SCHJ Schwab 1-5 Year Corporate.. 0.00 % 0.04 %

-0.05 (-0.09%)

USD0.38B
QMJ Direxion S&P 500 High min.. 0.00 % 0.36 %

N/A

N/A
RAFE PIMCO RAFI ESG U.S. ETF P.. 0.00 % 0.29 %

-1.17 (-3.94%)

N/A
SQEW Two Roads Shared Trust - .. 0.00 % 0.75 %

-0.99 (-3.33%)

N/A
IUS2:XETRA ISHARES V Public Limited .. 0.00 % 0.35 %

-0.03 (-0.60%)

USD0.70B
IUSL:F iShares Dow Jones Global .. 0.00 % 0.60 %

+0.28 (+0.55%)

USD0.72B
JRUB:XETRA Jpmorgan ETFs Ireland ICA.. 0.00 % 0.19 %

+0.46 (+0.45%)

USD5.96B
IUS2:F ISHARES V Public Limited .. 0.00 % 0.35 %

+0.06 (+1.09%)

USD0.70B
EQOP Natixis ETF Trust II - Na.. 0.00 % 0.90 %

-1.10 (-4.02%)

N/A
6PSA:XETRA Invesco Markets III plc -.. 0.00 % 0.39 %

-0.38 (-1.48%)

USD0.31B
VTRN VictoryShares Top Veteran.. 0.00 % 0.60 %

N/A

N/A
VHYA:LSE Vanguard FTSE All-World H.. 0.00 % 0.29 %

-0.75 (-1.22%)

N/A
6PSA:F Invesco Markets III plc -.. 0.00 % 0.39 %

+0.05 (+0.20%)

USD0.31B
GGUE:XETRA UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

-0.19 (-1.04%)

USD0.28B
PSRW:PA Invesco Markets III plc -.. 0.00 % 0.39 %

-0.25 (-1.09%)

USD0.04B
QDVA:XETRA IShares Edge MSCI USA Mom.. 0.00 % 0.20 %

-0.21 (-2.30%)

USD0.65B
PFT:PA Invesco Markets III plc -.. 0.00 % 0.39 %

-0.39 (-1.54%)

USD0.31B
IUSL:XETRA iShares Dow Jones Global .. 0.00 % 0.60 %

N/A

USD0.51B
UBU5:XETRA UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

-1.33 (-1.47%)

USD1.10B
IS3R:XETRA iShares IV Public Limited.. 0.00 % 0.30 %

-1.03 (-1.99%)

USD1.88B
AGGY WisdomTree Trust - Wisdom.. 0.00 % 0.12 %

+0.10 (+0.21%)

USD0.94B
IGSG:LSE iShares II Public Limited.. 0.00 % 0.60 %

-39.50 (-0.91%)

USD0.72B
MMTM SPDR S&P 1500 Momentum Ti.. 0.00 % 0.12 %

-7.16 (-4.13%)

USD0.08B
IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

-5.08 (-3.23%)

USD53.70B
IWX iShares Russell Top 200 V.. 0.00 % 0.20 %

-2.04 (-3.08%)

USD1.29B
IXG iShares Global Financials.. 0.00 % 0.43 %

-1.88 (-2.61%)

USD1.01B
IYF iShares U.S. Financials E.. 0.00 % 0.41 %

-2.14 (-2.83%)

USD2.10B
JKF iShares Morningstar Value.. 0.00 % 0.25 %

N/A

USD0.59B
LQD iShares iBoxx $ Investmen.. 0.00 % 0.14 %

+0.41 (+0.37%)

USD32.99B
MGV Vanguard World Fund - Van.. 0.00 % 0.07 %

-3.34 (-3.23%)

USD5.38B
MINC AdvisorShares Trust - Adv.. 0.00 % 0.76 %

N/A

USD0.09B
PFIG Invesco Exchange-Traded F.. 0.00 % 0.22 %

+0.03 (+0.13%)

USD0.04B
IBDQ iShares iBonds Dec 2025 T.. 0.00 % 0.10 %

+0.10 (+0.40%)

USD1.30B
PGF Invesco Financial Preferr.. 0.00 % 0.55 %

-0.13 (-0.84%)

USD1.34B
PGX Invesco Preferred ETF 0.00 % 0.51 %

-0.12 (-0.97%)

USD5.75B
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

-5.72 (-3.53%)

USD5.64B
QLTA iShares Aaa - A Rated Cor.. 0.00 % 0.15 %

+0.22 (+0.45%)

USD1.20B
RALS ProShares Trust - ProShar.. 0.00 % 0.95 %

-10.00 (-1.48%)

USD6.65M
RAVI FlexShares Ready Access V.. 0.00 % 0.25 %

-0.04 (-0.05%)

USD0.65B
RFCI ALPS ETF Trust - Riverfro.. 0.00 % 0.51 %

+0.02 (+0.09%)

USD0.08B
RIGS RiverFront Strategic Inco.. 0.00 % 0.46 %

-0.09 (-0.39%)

USD0.13B
ROLA iPath Long Extended Russe.. 0.00 % 0.00 %

N/A

USD1.06M
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

-2.38 (-3.29%)

USD11.56B
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

-0.01 (-0.04%)

USD1.67B
SEF ProShares Short Financial.. 0.00 % 0.95 %

+0.32 (+2.46%)

USD0.02B
FBU:CA CI First Asset U.S. Buyba.. 0.00 % 0.60 %

N/A

USD0.02B
BOND PIMCO Active Bond Exchang.. 0.00 % 0.55 %

+0.22 (+0.23%)

USD3.67B
BSCK Invesco BulletShares 2020.. 0.00 % 0.10 %

N/A

USD1.21B
BSCO Invesco Exchange-Traded S.. 0.00 % 0.10 %

-0.03 (-0.14%)

USD2.41B
BWV Blue Water Vaccines Inc. .. 0.00 % 0.00 %

-0.18 (-3.73%)

USD7.91M
CBND SPDR Bloomberg Barclays C.. 0.00 % 0.06 %

N/A

USD0.08B
EPS WisdomTree U.S. Earnings .. 0.00 % 0.08 %

-1.68 (-3.79%)

USD0.65B
EXT WisdomTree U.S. ESG Fund 0.00 % 0.28 %

N/A

USD0.09B
FAS Direxion Shares ETF Trust.. 0.00 % 0.99 %

-6.78 (-8.34%)

USD2.17B
FAZ Direxion Shares ETF Trust.. 0.00 % 1.08 %

+1.97 (+7.98%)

USD0.14B
FCOR Fidelity Merrimack Street.. 0.00 % 0.36 %

+0.01 (+0.02%)

USD0.21B
IBDO iShares iBonds Dec 2023 T.. 0.00 % 0.10 %

+0.02 (+0.06%)

USD1.64B
FDVV Fidelity High Dividend ET.. 0.00 % 0.29 %

-1.06 (-2.69%)

USD1.21B
FINZ ProShares UltraPro Short .. 0.00 % 0.95 %

N/A

USD4.56M
FLTB Fidelity Merrimack Street.. 0.00 % 0.36 %

+0.08 (+0.15%)

USD0.26B
FLTR VanEck Vectors ETF Trust .. 0.00 % 0.14 %

-0.04 (-0.16%)

USD1.13B
FNCL Fidelity MSCI Financials .. 0.00 % 0.08 %

-1.28 (-2.64%)

USD1.63B
GHS Rex Gold Hedged S&P 500 E.. 0.00 % 0.48 %

N/A

N/A
HEA:CA Horizons Enhanced Income .. 0.00 % 0.84 %

-0.11 (-0.62%)

USD0.03B
HOLD AdvisorShares Trust - Adv.. 0.00 % 0.35 %

-0.02 (-0.02%)

USD0.04B
IBDD iShares iBonds Mar 2023 T.. 0.00 % 0.10 %

-0.02 (-0.08%)

USD0.06B
SCHV Schwab Strategic Trust - .. 0.00 % 0.04 %

-2.27 (-3.34%)

USD9.92B
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

+1.09 (+5.35%)

USD0.01B
VRVIX Vanguard Russell 1000 Val.. 0.00 % 0.00 %

-8.84 (-3.28%)

USD8.73B
FCRR:CA Fidelity U.S. Dividend Fo.. 0.00 % 0.35 %

-0.96 (-3.04%)

USD0.06B
EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

-1.74 (-3.31%)

USD0.10B
FIXD First Trust Exchange-Trad.. 0.00 % 0.56 %

+0.09 (+0.19%)

USD4.16B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.30 %

-0.44 (-3.02%)

USD0.04B
BVNSC Brandes Value NextShares 0.00 % 0.41 %

N/A

USD4.83M
IG Principal Exchange-Traded.. 0.00 % 0.19 %

+0.04 (+0.17%)

USD0.38B
RUBY:CA RBC U.S. Banks Yield Inde.. 0.00 % 0.32 %

-0.57 (-2.77%)

USD0.03B
IGIB iShares 5-10 Year Investm.. 0.00 % 0.06 %

+0.03 (+0.06%)

USD10.22B
IGSB iShares 1-5 Year Investme.. 0.00 % 0.06 %

-0.04 (-0.08%)

USD21.05B
USIG iShares Broad USD Investm.. 0.00 % 0.04 %

+0.14 (+0.27%)

USD6.61B
SDGA Impact Shares Sustainable.. 0.00 % 0.75 %

-0.84 (-3.59%)

USD5.28M
SPSB SPDR Portfolio Short Term.. 0.00 % 0.04 %

-0.03 (-0.10%)

USD7.58B
DRMU:CA Desjardins RI USA - Low C.. 0.00 % 0.29 %

N/A

USD0.09B
DBLV AdvisorShares DoubleLine .. 0.00 % 0.91 %

-3.35 (-3.61%)

USD0.04B
IMFP Invesco Multi-Factor Core.. 0.00 % 0.16 %

N/A

USD0.05B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.65 %

-0.71 (-2.61%)

USD0.24B
DYNF BlackRock ETF Trust - Bla.. 0.00 % 0.30 %

-1.29 (-4.07%)

USD0.08B
BIV Vanguard Intermediate-Ter.. 0.00 % 0.05 %

+0.22 (+0.28%)

USD33.68B
ACIM SPDR MSCI ACWI IMI ETF 0.00 % 0.09 %

N/A

USD0.16B
SPBO SPDR Portfolio Corporate .. 0.00 % 0.03 %

+0.08 (+0.27%)

N/A
SPGM SPDR Portfolio MSCI Globa.. 0.00 % 0.09 %

-1.68 (-3.36%)

N/A
AMCA iShares Russell 1000 Pure.. 0.00 % 0.15 %

N/A

USD3.71M
SPIB SPDR Series Trust - SPDR .. 0.00 % 0.04 %

+0.01 (+0.03%)

USD4.93B
SLQD iShares Trust - iShares 0.. 0.00 % 0.06 %

-0.04 (-0.08%)

USD2.35B
VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

-4.75 (-3.33%)

USD145.28B
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

-0.05 (-0.48%)

USD0.21B
SPHQ Invesco S&P 500 Quality E.. 0.00 % 0.15 %

-1.67 (-3.63%)

USD3.65B
SPYV SPDR Portfolio S&P 500 Va.. 0.00 % 0.04 %

-1.29 (-3.23%)

USD13.24B
VCLT Vanguard Long-Term Corpor.. 0.00 % 0.04 %

+0.83 (+1.02%)

USD4.96B
VFH Vanguard Financials Index.. 0.00 % 0.10 %

-2.25 (-2.69%)

USD10.55B
VLU SPDR S&P 1500 Value Tilt .. 0.00 % 0.12 %

-5.63 (-3.84%)

USD0.27B
VNLA Janus Henderson Short Dur.. 0.00 % 0.23 %

+0.01 (+0.02%)

USD2.54B
VOOV Vanguard Admiral Funds - .. 0.00 % 0.10 %

-4.84 (-3.36%)

USD3.11B
VRP Invesco Variable Rate Pre.. 0.00 % 0.50 %

-0.16 (-0.69%)

USD2.01B
VYM Vanguard High Dividend Yi.. 0.00 % 0.06 %

-3.63 (-3.29%)

USD55.77B
HTRB Hartford Total Return Bon.. 0.00 % 0.29 %

+0.08 (+0.23%)

USD1.10B
XLF Financial Select Sector S.. 0.00 % 0.10 %

-0.94 (-2.75%)

USD37.70B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.38 %

-0.84 (-2.80%)

USD0.78B
ZDY:CA BMO US Dividend ETF 0.00 % 0.30 %

-0.98 (-2.77%)

USD0.49B
QUS:CA AGFiQ US Equity ETF 0.00 % 0.45 %

N/A

USD0.12B
IGCF:CA PIMCO Investment Grade Cr.. 0.00 % 0.82 %

+0.01 (+0.06%)

USD0.04B
DXF:CA Dynamic Active Global Fin.. 0.00 % 0.84 %

-0.23 (-0.73%)

USD0.02B
NUSA Nuveen Enhanced Yield 1-5.. 0.00 % 0.20 %

+0.01 (+0.02%)

USD0.04B
TERM EquityCompass Tactical Ri.. 0.00 % 0.67 %

N/A

USD0.01B
BSCR Invesco BulletShares 2027.. 0.00 % 0.10 %

-0.02 (-0.10%)

USD0.39B
HUBL-U:CA Harvest US Bank Leaders I.. 0.00 % 1.31 %

-0.43 (-2.76%)

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Banks-Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -21.60% 24% F 31% F
Dividend Return 0.47% 3% F 30% F
Total Return -21.13% 17% F 29% F
Trailing 12 Months  
Capital Gain -16.89% 38% F 37% F
Dividend Return 1.93% 8% F 38% F
Total Return -14.96% 33% F 35% F
Trailing 5 Years  
Capital Gain 51.32% 95% A 75% C
Dividend Return 13.99% 42% F 54% F
Total Return 65.31% 79% C+ 76% C
Average Annual (5 Year Horizon)  
Capital Gain 16.05% 100% A+ 76% C
Dividend Return 2.32% 41% F 53% F
Total Return 18.37% 97% A+ 76% C
Risk Return Profile  
Volatility (Standard Deviation) 33.37% 33% F 33% F
Risk Adjusted Return 55.03% 69% D+ 66% D
Market Capitalization 289.97B 92% A- 100% 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-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.24 20% F 72% C-
Price/Book Ratio 1.18 45% F 64% D
Price / Cash Flow Ratio -40.31 100% A+ 93% A
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 11.47% 41% F 55% F
Return on Invested Capital 5.13% 66% D 48% F
Return on Assets 1.00% 68% D+ 29% F
Debt to Equity Ratio 103.72% 38% F 35% F
Technical Ratios  
Dividend Yield 2.41% 7% F 41% F
Short Ratio 1.46 57% F 61% D-
Short Percent 1.07% 11% F 76% C
Beta 1.39 34% F 26% 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

Discussions

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

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.