BAC:NYE-Bank of America Corporation (USD)

COMMON STOCK | Banks-Diversified | NYE

Last Closing Price

USD 38.27

Change

-0.28 (-0.73)%

Market Cap

USD 324.39B

Volume

0.04B

Avg Analyst Target

USD 42.27 (+10.45%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

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 traditional and money market savings accounts, certificates of deposit and IRAs, noninterest-and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The company's Global Wealth & Investment Management segment offers investment management, brokerage, banking, and trust and retirement products and services; and wealth management solutions, as well as customized solutions, including specialty asset management services. Its Global Banking segment provides lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, and short-term investing options and merchant services; working capital management solutions; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company's Global Markets segment offers market-making, financing, securities clearing, settlement, and custody services, as well as risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. As of April 15, 2021, it served approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers; approximately 17,000 ATMs; and digital banking platforms with approximately 40 million active users. The company was founded in 1784 and is headquartered in Charlotte, North Carolina.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-08-04 )

Largest Industry Peers for Banks-Diversified

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

-1.65 (-1.08%)

USD456.87B 10.20 N/A
JPM-PC JPMorgan Chase & Co

-0.05 (-0.18%)

USD368.22B 1.87 N/A
JPM-PD JPMorgan Chase & Co

+0.01 (+0.04%)

USD362.43B 1.82 N/A
BML-PG Bank of America Corporation

-0.05 (-0.22%)

USD318.68B 7.87 N/A
BML-PL Bank of America Corporation

N/A

USD311.85B 10.86 N/A
BAC-PE Bank of America Corporation

+0.04 (+0.15%)

USD309.06B 8.67 N/A
BML-PH Bank of America Corporation

N/A

USD294.35B 10.69 N/A
BAC-PL Bank of America Corporation

-2.52 (-0.17%)

USD290.98B 493.18 N/A
BML-PJ Bank of America Corporation

N/A

USD289.23B 12.32 N/A
BAC-PK Bank of America Corporation

+0.13 (+0.48%)

USD272.09B 9.04 N/A

ETFs Containing BAC

Symbol Name Weight Mer Price(Change) Market Cap
AGGY WisdomTree Trust - Wisdom.. 0.00 % 0.12 %

+0.01 (+0.02%)

USD1.07B
INAA:LSE iShares Public Limited Co.. 0.00 % 0.00 %

+22.00 (+0.37%)

USD1.05B
RUSB-U:CA RBC Short Term U.S. Corpo.. 0.00 % 0.35 %

N/A

N/A
HUBL-U:CA Harvest US Bank Leaders I.. 0.00 % 1.31 %

N/A

N/A
HUL-U:CA Harvest US Equity Plus In.. 0.00 % 2.58 %

N/A

N/A
ACIM SPDR MSCI ACWI IMI ETF 0.00 % 0.09 %

N/A

USD0.16B
SPGM SPDR Portfolio MSCI Globa.. 0.00 % 0.09 %

-0.10 (-0.18%)

N/A
VRVIX Vanguard Russell 1000 Val.. 0.00 % 0.07 %

-2.61 (-0.95%)

USD7.65B
BNKS:LSE iShares S&P U.S. Banks ET.. 0.00 % 0.35 %

+0.05 (+0.79%)

USD0.52B
CU1:LSE iShares VII Public Limite.. 0.00 % 0.00 %

-104.00 (-0.33%)

USD1.03B
EUCO:LSE SSgA SPDR ETFs Europe I P.. 0.00 % 0.20 %

N/A

USD0.57B
IUFS:LSE iShares V Public Limited .. 0.00 % 0.15 %

+0.07 (+0.69%)

USD1.97B
ZDY-U:CA BMO US Dividend ETF 0.00 % 0.33 %

+0.01 (+0.04%)

N/A
IUMD:LSE iShares Edge MSCI USA Mom.. 0.00 % 0.20 %

N/A

USD0.01B
IUMF:LSE IShares Edge MSCI USA Mom.. 0.00 % 0.20 %

+8.13 (+0.94%)

USD0.51B
IUMO:LSE iShares Edge MSCI USA Mom.. 0.00 % 0.20 %

+0.15 (+1.21%)

USD1.98B
GENE:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

N/A

USD0.10B
PQVG:LSE PowerShares Global Funds .. 0.00 % 0.35 %

N/A

USD4.23M
SBUY:LSE Invesco Markets III plc -.. 0.00 % 0.39 %

+19.00 (+0.53%)

USD0.07B
SUSC:LSE SSgA SPDR ETFs Europe I p.. 0.00 % 0.20 %

+0.08 (+0.16%)

USD0.12B
SXLF:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.15 %

+0.22 (+0.53%)

USD0.50B
UC07:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

-12.50 (-0.18%)

USD1.35B
ZIC-U:CA BMO Mid-Term US IG Corpor.. 0.00 % 0.27 %

-0.07 (-0.44%)

N/A
KNAB MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

N/A

USD0.02B
UC85:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.23 %

+3.50 (+0.20%)

USD0.08B
SDGA Impact Shares Sustainable.. 0.00 % 0.75 %

-0.18 (-0.65%)

USD5.46M
QUIG:CA Mackenzie US Investment G.. 0.00 % 0.17 %

+0.50 (+0.47%)

USD0.41B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.30 %

-0.01 (-0.06%)

USD0.03B
BVNSC Brandes Value NextShares 0.00 % 0.41 %

N/A

USD4.83M
VETS Pacer Military Times Best.. 0.00 % 0.60 %

N/A

USD1.93M
RUBY:CA RBC U.S. Banks Yield Inde.. 0.00 % 0.32 %

N/A

USD0.02B
IGIB iShares 5-10 Year Investm.. 0.00 % 0.06 %

-0.03 (-0.05%)

USD11.87B
IGSB iShares 1-5 Year Investme.. 0.00 % 0.06 %

-0.03 (-0.05%)

USD26.63B
USIG iShares Broad USD Investm.. 0.00 % 0.04 %

+0.01 (+0.02%)

USD5.87B
FCRR:CA Fidelity U.S. Dividend Fo.. 0.00 % 0.39 %

+0.02 (+0.06%)

USD0.05B
DRMU:CA Desjardins RI USA - Low C.. 0.00 % 0.29 %

N/A

USD0.11B
BNKZ MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

N/A

USD0.01B
DBLV AdvisorShares DoubleLine .. 0.00 % 0.91 %

-1.01 (-1.06%)

USD0.05B
ONEB:CA ONE North American Core P.. 0.00 % 0.60 %

N/A

USD0.09B
BDIV:CA Brompton Global Dividend .. 0.00 % 0.96 %

+0.08 (+0.37%)

USD0.07B
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

N/A

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

N/A

USD0.05B
JIGB J.P. Morgan Exchange-Trad.. 0.00 % 0.14 %

+0.05 (+0.08%)

USD0.06B
BNKD MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

+0.31 (+2.24%)

USD6.28M
BNKO MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

N/A

USD0.01B
BNKU MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

-1.28 (-2.58%)

USD0.12B
UC76:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.18 %

N/A

USD0.11B
UIFS:LSE iShares V Public Limited .. 0.00 % 0.15 %

+4.88 (+0.67%)

USD1.83B
PREF Principal Exchange-Traded.. 0.00 % 0.55 %

-0.01 (-0.02%)

USD0.03B
SYBC:XETRA SSgA SPDR ETFs Europe I P.. 0.00 % 0.20 %

+0.04 (+0.07%)

USD0.57B
DECR:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.05 (+0.10%)

USD0.05B
FRNE:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.03 (+0.03%)

USD0.84B
IS3R:XETRA iShares IV Public Limited.. 0.00 % 0.30 %

+0.51 (+0.94%)

USD2.77B
IUS2:XETRA ISHARES V Public Limited .. 0.00 % 0.35 %

+0.03 (+0.56%)

USD0.53B
IUSL:XETRA iShares Dow Jones Global .. 0.00 % 0.60 %

+0.18 (+0.36%)

USD0.51B
JRUB:XETRA Jpmorgan ETFs Ireland ICA.. 0.00 % 0.19 %

-0.08 (-0.07%)

USD5.96B
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.00 % 0.39 %

+0.02 (+0.10%)

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

+0.13 (+1.29%)

USD0.50B
QDVH:XETRA iShares V Public Limited .. 0.00 % 0.15 %

+0.06 (+0.69%)

USD1.81B
SYBD:XETRA SSgA SPDR ETFs Europe I p.. 0.00 % 0.20 %

N/A

USD1.84B
5HEE:XETRA Ossiam Irl Icav - Ossiam .. 0.00 % 0.75 %

+0.59 (+0.61%)

USD0.26B
SYBF:XETRA SSgA SPDR ETFs Europe I p.. 0.00 % 0.20 %

+0.06 (+0.15%)

USD0.12B
SYBR:XETRA SSgA SPDR ETFs Europe I P.. 0.00 % 0.20 %

+0.03 (+0.10%)

USD0.08B
UBU5:XETRA UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

-0.10 (-0.12%)

USD1.35B
UEF0:XETRA UBS ETF - Bloomberg Barcl.. 0.00 % 0.23 %

-0.04 (-0.18%)

USD0.36B
UEF9:XETRA UBS ETF - Bloomberg Barcl.. 0.00 % 0.18 %

-0.01 (-0.06%)

USD0.11B
VGWD:XETRA Vanguard Funds Public Lim.. 0.00 % 0.00 %

+0.03 (+0.06%)

USD1.85B
XDEM:XETRA Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

+0.46 (+1.00%)

USD0.65B
XDWF:XETRA Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

+0.13 (+0.61%)

USD1.03B
XUFN:XETRA Xtrackers (IE) Public Lim.. 0.00 % 0.12 %

+0.17 (+0.73%)

USD0.72B
6PSA:XETRA Invesco Markets III plc -.. 0.00 % 0.39 %

-0.03 (-0.11%)

USD0.27B
ZPDF:F SSgA SPDR ETFs Europe II .. 0.00 % 0.15 %

+0.08 (+0.22%)

USD0.49B
XUFB:LSE Xtrackers IE Plc - Xtrack.. 0.00 % 0.12 %

+6.55 (+0.38%)

USD0.16B
6PSA:F Invesco Markets III plc -.. 0.00 % 0.39 %

-0.10 (-0.44%)

USD0.27B
SUSD:LSE SSgA SPDR ETFs Europe I p.. 0.00 % 0.20 %

N/A

USD0.12B
XSFN:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.12 %

+10.60 (+0.55%)

USD0.72B
XUFN:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.12 %

+0.19 (+0.71%)

USD0.72B
AFRN:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.01 (+0.01%)

USD0.84B
ECRP:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.04 (+0.08%)

USD1.47B
EUCO:PA SSgA SPDR ETFs Europe I P.. 0.00 % 0.20 %

+0.05 (+0.08%)

USD0.57B
PFT:PA Invesco Markets III plc -.. 0.00 % 0.39 %

-0.02 (-0.07%)

USD0.27B
PSRW:PA Invesco Markets III plc -.. 0.00 % 0.39 %

+0.03 (+0.12%)

USD0.04B
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.00 % 0.20 %

N/A

USD1.84B
IUS2:F ISHARES V Public Limited .. 0.00 % 0.35 %

+0.03 (+0.51%)

USD0.69B
XDWF:F Xtrackers (IE) Public Lim.. 0.00 % 0.25 %

+0.06 (+0.29%)

USD0.80B
IUSL:F iShares Dow Jones Global .. 0.00 % 0.60 %

+0.15 (+0.30%)

USD0.54B
PSWD:F Invesco Markets III plc -.. 0.00 % 0.39 %

-0.02 (-0.07%)

USD0.04B
QDVH:F iShares V Public Limited .. 0.00 % 0.15 %

+0.01 (+0.09%)

USD1.81B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.20 %

+0.04 (+0.06%)

USD0.57B
SYBF:F SSgA SPDR ETFs Europe I p.. 0.00 % 0.20 %

+0.03 (+0.08%)

USD0.12B
SYBR:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.20 %

+0.13 (+0.46%)

USD0.08B
UBU5:F UBS (Irl) ETF Public Limi.. 0.00 % 0.20 %

+0.11 (+0.14%)

USD1.35B
UEF0:F UBS ETF - Bloomberg Barcl.. 0.00 % 0.23 %

+0.02 (+0.12%)

USD0.36B
UEF9:F UBS ETF - Bloomberg Barcl.. 0.00 % 0.18 %

-0.08 (-0.52%)

USD0.11B
VGWD:F Vanguard Funds Public Lim.. 0.00 % 0.00 %

-0.11 (-0.21%)

USD1.91B
KORP American Century Diversif.. 0.00 % 0.29 %

-0.05 (-0.10%)

USD0.15B
YLDE ClearBridge Dividend Stra.. 0.00 % 0.60 %

-0.21 (-0.51%)

USD0.02B
BIV Vanguard Intermediate-Ter.. 0.00 % 0.05 %

-0.07 (-0.08%)

USD39.02B
LQD iShares iBoxx $ Investmen.. 0.00 % 0.14 %

+0.03 (+0.02%)

USD40.23B
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

-0.73 (-1.00%)

USD10.41B
IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

-1.57 (-0.98%)

USD53.92B
IWX iShares Russell Top 200 V.. 0.00 % 0.20 %

-0.61 (-0.90%)

USD1.16B
IXG iShares Global Financials.. 0.00 % 0.46 %

-0.32 (-0.41%)

USD3.09B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

-0.43 (-0.52%)

USD2.33B
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

-0.75 (-0.40%)

USD2.38B
JHMF John Hancock Multifactor .. 0.00 % 0.40 %

-0.26 (-0.52%)

USD0.04B
JKF iShares Morningstar Value.. 0.00 % 0.25 %

N/A

USD0.59B
KBWB Invesco Exchange-Traded F.. 0.00 % 0.35 %

-0.67 (-1.05%)

USD2.36B
MGV Vanguard World Fund - Van.. 0.00 % 0.07 %

-1.06 (-1.04%)

USD4.52B
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

-0.03 (-0.09%)

USD1.35B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

N/A

USD19.60B
PFIG Invesco Exchange-Traded F.. 0.00 % 0.22 %

-0.06 (-0.20%)

USD0.05B
PGF Invesco Financial Preferr.. 0.00 % 0.55 %

N/A

USD1.86B
PGX Invesco Preferred ETF 0.00 % 0.52 %

+0.02 (+0.13%)

USD7.27B
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

-1.98 (-1.22%)

USD5.24B
PWV Invesco Dynamic Large Cap.. 0.00 % 0.56 %

-0.58 (-1.29%)

USD0.73B
QLTA iShares Aaa - A Rated Cor.. 0.00 % 0.15 %

+0.03 (+0.05%)

USD1.19B
RALS ProShares Trust - ProShar.. 0.00 % 0.95 %

-0.22 (-0.69%)

USD5.10M
RAVI FlexShares Ready Access V.. 0.00 % 0.25 %

-0.02 (-0.02%)

USD0.39B
IBDQ iShares iBonds Dec 2025 T.. 0.00 % 0.10 %

-0.01 (-0.04%)

USD1.13B
IBDO iShares iBonds Dec 2023 T.. 0.00 % 0.10 %

N/A

USD1.59B
RFDA RiverFront Dynamic US Div.. 0.00 % 0.52 %

-0.20 (-0.44%)

USD0.13B
FCOR Fidelity Merrimack Street.. 0.00 % 0.36 %

+0.05 (+0.09%)

USD0.29B
BSCK Invesco BulletShares 2020.. 0.00 % 0.10 %

N/A

USD1.21B
BSCN Invesco BulletShares 2023.. 0.00 % 0.10 %

N/A

USD1.99B
BSCO Invesco Exchange-Traded S.. 0.00 % 0.10 %

-0.01 (-0.05%)

USD1.48B
CBND SPDR Bloomberg Barclays C.. 0.00 % 0.06 %

N/A

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

-0.31 (-0.65%)

USD0.58B
EXT WisdomTree U.S. ESG Fund 0.00 % 0.28 %

N/A

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

-2.03 (-1.84%)

USD3.61B
FAZ Direxion Shares ETF Trust.. 0.00 % 1.08 %

+0.50 (+1.95%)

USD0.10B
FBU:CA CI First Asset U.S. Buyba.. 0.00 % 0.60 %

N/A

USD0.02B
FDVV Fidelity High Dividend ET.. 0.00 % 0.29 %

-0.37 (-0.97%)

USD0.96B
IBDD iShares iBonds Mar 2023 T.. 0.00 % 0.10 %

+0.01 (+0.04%)

USD0.07B
FINU ProShares UltraPro Financ.. 0.00 % 0.95 %

N/A

USD8.45M
FINZ ProShares UltraPro Short .. 0.00 % 0.95 %

N/A

USD4.56M
FLCO Franklin Liberty Investme.. 0.00 % 0.35 %

N/A

USD1.07B
FLTB Fidelity Merrimack Street.. 0.00 % 0.36 %

-0.04 (-0.08%)

USD0.42B
FLTR VanEck Vectors ETF Trust .. 0.00 % 0.14 %

-0.01 (-0.04%)

USD0.62B
FNCL Fidelity MSCI Financials .. 0.00 % 0.08 %

-0.31 (-0.59%)

USD1.76B
FNDX Schwab Fundamental U.S. L.. 0.00 % 0.25 %

-0.70 (-1.27%)

USD7.16B
GHS Rex Gold Hedged S&P 500 E.. 0.00 % 0.48 %

N/A

N/A
HEA:CA Horizons Enhanced Income .. 0.00 % 0.65 %

N/A

USD0.03B
HOLD AdvisorShares Trust - Adv.. 0.00 % 0.36 %

-0.02 (-0.02%)

USD0.04B
RFCI ALPS ETF Trust - Riverfro.. 0.00 % 0.54 %

N/A

USD0.10B
RIGS RiverFront Strategic Inco.. 0.00 % 0.48 %

-0.06 (-0.24%)

USD0.13B
FIXD First Trust Exchange-Trad.. 0.00 % 0.56 %

+0.01 (+0.02%)

USD5.20B
RUSB:CA RBC Short Term U.S. Corpo.. 0.00 % 0.40 %

N/A

USD0.30B
XLF Financial Select Sector S.. 0.00 % 0.12 %

-0.31 (-0.84%)

USD40.81B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.38 %

-0.27 (-0.84%)

USD0.83B
ZDY:CA BMO US Dividend ETF 0.00 % 0.33 %

-0.27 (-0.78%)

USD0.48B
ZIC:CA BMO Mid-Term US IG Corpor.. 0.00 % 0.28 %

-0.01 (-0.05%)

USD1.98B
ZSU:CA BMO Short-Term US IG Corp.. 0.00 % 0.28 %

+0.02 (+0.14%)

USD0.13B
HUL:CA Harvest US Equity Plus In.. 0.00 % 2.58 %

+0.09 (+0.91%)

USD7.80M
BANK:CA BMO Global Banks Hedged t.. 0.00 % 0.39 %

N/A

USD4.39M
IGCF:CA PIMCO Investment Grade Cr.. 0.00 % 0.82 %

-0.07 (-0.33%)

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

+0.02 (+0.05%)

USD0.02B
GRNB VanEck Vectors ETF Trust .. 0.00 % 0.20 %

N/A

USD0.10B
VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

-1.50 (-1.07%)

USD125.77B
NUSA Nuveen Enhanced Yield 1-5.. 0.00 % 0.20 %

-0.01 (-0.02%)

USD0.04B
GIGB Goldman Sachs ETF Trust -.. 0.00 % 0.14 %

+0.01 (+0.01%)

USD0.76B
BSCR Invesco BulletShares 2027.. 0.00 % 0.10 %

-0.01 (-0.05%)

USD0.34B
HTRB Hartford Total Return Bon.. 0.00 % 0.29 %

+0.01 (+0.02%)

USD1.01B
SPIB SPDR Series Trust - SPDR .. 0.00 % 0.07 %

-0.02 (-0.05%)

USD6.79B
SPSB SPDR Portfolio Short Term.. 0.00 % 0.07 %

-0.02 (-0.06%)

USD7.72B
LSST Natixis ETF Trust - Natix.. 0.00 % 0.38 %

N/A

USD0.04B
AMCA iShares Russell 1000 Pure.. 0.00 % 0.15 %

+0.18 (+0.50%)

USD3.66M
EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

-0.85 (-1.77%)

USD7.85M
VYM Vanguard High Dividend Yi.. 0.00 % 0.06 %

-1.11 (-1.04%)

USD48.50B
VRP Invesco Variable Rate Pre.. 0.00 % 0.50 %

-0.02 (-0.08%)

USD1.78B
ROLA iPath Long Extended Russe.. 0.00 % 0.00 %

N/A

USD1.06M
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

-0.05 (-0.44%)

USD0.22B
RWW Invesco S&P Financials Re.. 0.00 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 0.00 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 0.00 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 0.00 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 0.00 % 0.45 %

N/A

USD0.04B
SCHV Schwab Strategic Trust - .. 0.00 % 0.04 %

-0.65 (-0.93%)

USD9.57B
SEF ProShares Short Financial.. 0.00 % 0.95 %

+0.06 (+0.47%)

USD0.02B
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

+0.10 (+0.97%)

USD0.01B
SLQD iShares Trust - iShares 0.. 0.00 % 0.06 %

-0.02 (-0.04%)

USD2.57B
SPVU Invesco S&P 500 Enhanced .. 0.00 % 0.13 %

-0.68 (-1.62%)

USD0.13B
VOOV Vanguard Admiral Funds - .. 0.00 % 0.10 %

-1.46 (-1.01%)

USD2.51B
SPYV SPDR Portfolio S&P 500 Va.. 0.00 % 0.04 %

-0.43 (-1.07%)

USD12.20B
SYV SPDR MFS Systematic Value.. 0.00 % 0.60 %

N/A

USD0.02B
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

-0.65 (-1.02%)

USD0.86B
VCIT Vanguard Intermediate-Ter.. 0.00 % 0.05 %

-0.06 (-0.06%)

USD48.39B
VCLT Vanguard Long-Term Corpor.. 0.00 % 0.05 %

+0.13 (+0.12%)

USD6.01B
VCSH Vanguard Scottsdale Funds.. 0.00 % 0.05 %

-0.03 (-0.04%)

USD47.88B
VFH Vanguard Financials Index.. 0.00 % 0.10 %

-0.53 (-0.58%)

USD11.58B
VLU SPDR S&P 1500 Value Tilt .. 0.00 % 0.12 %

-1.63 (-1.10%)

USD0.22B
VNLA Janus Henderson Short Dur.. 0.00 % 0.24 %

-0.01 (-0.02%)

USD2.86B
VONV Vanguard Scottsdale Funds.. 0.00 % 0.08 %

-0.74 (-1.05%)

USD7.65B
ZPDF:XETRA SSgA SPDR ETFs Europe II .. 0.00 % 0.15 %

+0.23 (+0.66%)

USD0.49B

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 26.26% 86% B 81% B-
Dividend Return 1.19% 13% F 40% F
Total Return 27.45% 86% B 80% B-
Trailing 12 Months  
Capital Gain 50.73% 75% C 77% C+
Dividend Return 2.84% 19% F 46% F
Total Return 53.56% 72% C- 77% C+
Trailing 5 Years  
Capital Gain 154.29% 100% A+ 88% B+
Dividend Return 18.74% 50% F 67% D+
Total Return 173.02% 100% A+ 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.28% 100% A+ 76% C
Dividend Return 2.18% 39% F 53% F
Total Return 17.46% 97% A+ 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 30.37% 30% F 35% F
Risk Adjusted Return 57.50% 65% D 68% D+
Market Capitalization 324.39B 91% 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 12.87 22% F 67% D+
Price/Book Ratio 1.26 40% F 66% D
Price / Cash Flow Ratio 8.54 26% F 49% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 10.18% 50% F 58% F
Return on Invested Capital 12.50% 94% A 82% B-
Return on Assets 0.96% 69% D+ 30% F
Debt to Equity Ratio 139.15% 34% F 26% F
Technical Ratios  
Short Ratio 1.54 68% D+ 60% D-
Short Percent 0.92% 15% F 79% C+
Beta 1.55 25% F 24% 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

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.

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.

Positive cash flow

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

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.

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.

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.

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.