BAC:NYE-Bank of America Corporation (USD)

COMMON STOCK | Banks-Diversified | NYE

Last Closing Price

USD 38.72

Change

+0.64 (+1.68)%

Market Cap

USD 327.10B

Volume

0.04B

Average Target Price

USD 38.05 (-1.73%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,700 lending centers, 2,600 financial centers with a Consumer Investment Financial Solutions Advisor and approximately 2,400 business centers; approximately 17,000 ATMs; and award-winning digital banking with approximately 40 million active users, including approximately 31 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-21 )

Largest Industry Peers for Banks-Diversified

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

+1.27 (+0.85%)

USD451.86B 11.84 N/A
JPM-PC JPMorgan Chase & Co

-0.05 (-0.18%)

USD367.95B 2.23 N/A
JPM-PD JPMorgan Chase & Co

+0.22 (+0.80%)

USD366.95B 2.19 N/A
BML-PL Bank of America Corporation

N/A

USD311.97B 10.87 N/A
BAC-PE Bank of America Corporation

+0.09 (+0.36%)

USD301.19B 10.88 N/A
BML-PG Bank of America Corporation

N/A

USD297.21B 10.84 N/A
BML-PH Bank of America Corporation

N/A

USD294.35B 10.69 N/A
BML-PJ Bank of America Corporation

N/A

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

+0.08 (+0.01%)

USD281.38B 614.03 N/A
BAC-PB Bank of America Corporation

+0.09 (+0.33%)

USD278.67B 11.97 N/A

ETFs Containing BAC

Symbol Name Weight Mer Price(Change) Market Cap
AGGY WisdomTree Yield Enhanced.. 0.00 % 0.12 %

+0.05 (+0.10%)

USD1.15B
SPBO SPDR Portfolio Corporate .. 0.00 % 0.06 %

+0.11 (+0.32%)

N/A
LEND Amplify CrowdBureau(R) On.. 0.00 % 0.65 %

+0.32 (+2.11%)

USD1.13M
ZDY-U:CA BMO US Dividend ETF (USD) 0.00 % 0.30 %

+0.23 (+0.84%)

N/A
ZIC-U:CA BMO Mid-Term US IG Corpor.. 0.00 % 0.25 %

N/A

N/A
ZWH-U:CA BMO US High Dividend Cove.. 0.00 % 0.65 %

+0.23 (+0.98%)

N/A
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 % 0.75 %

N/A

N/A
HUL-U:CA Harvest US Equity Plus In.. 0.00 % 0.75 %

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 %

+0.53 (+0.99%)

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

N/A

USD0.01B
VRVIX Vanguard Russell 1000 Val.. 0.00 % 0.07 %

+3.00 (+1.13%)

USD5.97B
BNKS:LSE iShares S&P U.S. Bank.. 0.00 % 0.35 %

+0.04 (+0.65%)

USD0.95B
CU1:LSE iShares VII Public Limite.. 0.00 % 0.00 %

+205.00 (+0.69%)

USD1.01B
EUCO:LSE SPDR Bloomberg Barclays E.. 0.00 % 0.20 %

+0.07 (+0.12%)

USD0.52B
INAA:LSE iShares Public Limited Co.. 0.00 % 0.00 %

+41.50 (+0.74%)

USD1.22B
IUFS:LSE iShares S&P 500 Financial.. 0.00 % 0.15 %

+0.03 (+0.33%)

USD1.47B
GENE:LSE UBS (Irl) ETF plc - Globa.. 0.00 % 0.00 %

+9.30 (+0.76%)

USD0.05B
SBUY:LSE Invesco Global Buyback Ac.. 0.00 % 0.39 %

+25.00 (+0.73%)

USD0.05B
SUSC:LSE SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

N/A

USD0.07B
KNAB MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

N/A

USD0.02B
BNKU MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

+2.05 (+4.80%)

USD0.09B
UC07:LSE UBS (Irl) ETF plc - MSCI .. 0.00 % 0.20 %

+39.50 (+0.60%)

USD1.39B
IGSB iShares 1-5 Year Investme.. 0.00 % 0.06 %

+0.02 (+0.04%)

USD22.78B
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

+0.05 (+0.23%)

USD0.03B
KORP American Century Diversif.. 0.00 % 0.29 %

+0.05 (+0.10%)

USD0.15B
QUIG:CA Mackenzie US Investment G.. 0.00 % 0.15 %

N/A

USD0.40B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 0.75 %

+0.23 (+1.41%)

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

USD1.74M
IG Principal Investment Grad.. 0.00 % 0.26 %

+0.01 (+0.04%)

USD0.32B
IGIB iShares 5-10 Year Investm.. 0.00 % 0.06 %

+0.08 (+0.13%)

USD11.04B
USIG iShares Broad USD Investm.. 0.00 % 0.06 %

+0.13 (+0.22%)

USD5.92B
BNKO MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

N/A

USD0.01B
FCRR:CA Fidelity U.S. Dividend fo.. 0.00 % 0.35 %

+0.07 (+0.23%)

USD0.05B
SDGA Impact Shares Sustainable.. 0.00 % 0.75 %

+0.32 (+1.22%)

USD4.53M
DRMU:CA Desjardins RI USA - Low C.. 0.00 % 0.25 %

-0.18 (-0.63%)

USD0.10B
DBLV AdvisorShares DoubleLine .. 0.00 % 0.91 %

+1.23 (+1.35%)

USD0.04B
BFIN:CA Brompton North American F.. 0.00 % 0.75 %

-0.01 (-0.04%)

USD0.03B
IMFP Invesco Multi-Factor Core.. 0.00 % 0.16 %

N/A

USD0.05B
JIGB JPMorgan Corporate Bond R.. 0.00 % 0.14 %

+0.06 (+0.12%)

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

+0.36 (+1.21%)

USD0.15B
BNKD MicroSectors U.S. Big Ban.. 0.00 % 0.95 %

-0.89 (-4.70%)

USD8.54M
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.15 %

+0.16 (+0.41%)

USD0.46B
UC76:LSE UBS(Lux)Fund Solutions &#.. 0.00 % 0.18 %

-0.02 (-0.11%)

USD0.11B
USMC Principal U.S. Mega-Cap E.. 0.00 % 0.12 %

+0.15 (+0.39%)

USD1.82B
SGAS:XETRA iShares MSCI USA ESG Scre.. 0.00 % 0.00 %

+0.06 (+0.86%)

USD3.68B
ZPDF:F SPDR S&P U.S. Financials .. 0.00 % 0.15 %

+0.09 (+0.27%)

USD0.40B
6PSA:XETRA Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+0.16 (+0.73%)

USD0.24B
GMVM:XETRA VanEck Vectors Morningsta.. 0.00 % 0.49 %

+0.37 (+0.86%)

USD0.47B
IUS2:XETRA iShares S&P U.S. Bank.. 0.00 % 0.35 %

+0.02 (+0.39%)

USD0.93B
IUSL:XETRA iShares Dow Jones Global .. 0.00 % 0.60 %

+0.41 (+0.86%)

USD0.46B
JRUB:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.19 %

-0.03 (-0.03%)

USD0.08B
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.00 % 0.39 %

+0.09 (+0.46%)

USD0.04B
QDVH:XETRA iShares S&P 500 Financial.. 0.00 % 0.15 %

+0.03 (+0.34%)

USD1.47B
SLUS:XETRA iShares MSCI USA ESG Scre.. 0.00 % 0.00 %

+0.06 (+0.85%)

USD3.68B
VGWD:F Vanguard FTSE All-World H.. 0.00 % 0.00 %

+0.16 (+0.31%)

USD1.69B
SYBC:XETRA SPDR Bloomberg Barclays E.. 0.00 % 0.20 %

+0.02 (+0.03%)

USD0.52B
SYBF:XETRA SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

N/A

USD0.06B
SYBR:XETRA SPDR Bloomberg Barclays 1.. 0.00 % 0.20 %

N/A

USD0.07B
UBU5:XETRA UBS (Irl) ETF plc - MSCI .. 0.00 % 0.20 %

+0.48 (+0.63%)

USD0.93B
UEF0:XETRA UBS(Lux)Fund Solutions &#.. 0.00 % 0.23 %

-0.02 (-0.09%)

USD0.35B
UEF9:XETRA UBS(Lux)Fund Solutions &#.. 0.00 % 0.18 %

-0.02 (-0.14%)

USD0.11B
VGWD:XETRA Vanguard FTSE All-World H.. 0.00 % 0.00 %

+0.20 (+0.39%)

USD1.69B
XDWF:XETRA Xtrackers (IE) Plc - Xtra.. 0.00 % 0.25 %

+0.04 (+0.22%)

USD1.10B
XUFN:XETRA Xtrackers (IE) Plc - Xtra.. 0.00 % 0.12 %

+0.08 (+0.35%)

USD0.66B
XDWF:F Xtrackers (IE) Plc - Xtra.. 0.00 % 0.25 %

-0.09 (-0.46%)

USD0.80B
UEF9:F UBS(Lux)Fund Solutions &#.. 0.00 % 0.18 %

+0.04 (+0.29%)

USD0.11B
UC85:LSE UBS(Lux)Fund Solutions &#.. 0.00 % 0.23 %

-2.00 (-0.12%)

USD0.09B
PFT:PA Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+0.16 (+0.75%)

USD0.23B
UIFS:LSE iShares S&P 500 Financial.. 0.00 % 0.15 %

+3.25 (+0.48%)

USD1.47B
XUFB:LSE Xtrackers (IE) Plc - Xtra.. 0.00 % 0.12 %

+3.00 (+0.18%)

USD0.66B
SUSD:LSE SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

+0.01 (+0.03%)

USD0.06B
XSFN:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.12 %

+9.30 (+0.51%)

USD0.71B
XUFN:LSE Xtrackers (IE) Plc - Xtra.. 0.00 % 0.12 %

+0.09 (+0.33%)

USD0.71B
AFLE:PA Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

USD0.65B
AFLT:PA Amundi Index Solutions - .. 0.00 % 0.00 %

-0.06 (-0.05%)

USD0.51B
EUCO:PA SPDR Bloomberg Barclays E.. 0.00 % 0.20 %

+0.02 (+0.03%)

USD0.52B
PSRW:PA Invesco FTSE RAFI All Wor.. 0.00 % 0.39 %

+0.08 (+0.41%)

USD0.04B
UEF0:F UBS ETF - Bloomberg Barcl.. 0.00 % 0.23 %

-0.12 (-0.60%)

USD0.35B
6PSA:F Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+0.20 (+0.92%)

USD0.23B
IUS2:F iShares S&P U.S. Bank.. 0.00 % 0.35 %

+0.05 (+1.02%)

USD0.69B
IUSL:F iShares Dow Jones Global .. 0.00 % 0.60 %

+0.31 (+0.66%)

USD0.46B
PSWD:F Invesco FTSE RAFI All Wor.. 0.00 % 0.39 %

+0.10 (+0.49%)

USD0.04B
QDVH:F iShares S&P 500 Financial.. 0.00 % 0.15 %

-0.02 (-0.29%)

USD1.10B
SYBC:F SPDR Bloomberg Barclays E.. 0.00 % 0.20 %

-0.05 (-0.08%)

USD0.51B
SYBF:F SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

-0.06 (-0.15%)

USD0.06B
SYBR:F SPDR Bloomberg Barclays 1.. 0.00 % 0.20 %

+0.08 (+0.28%)

USD0.10B
UBU5:F UBS (Irl) ETF plc - MSCI .. 0.00 % 0.20 %

+0.54 (+0.70%)

USD0.93B
YLDE ClearBridge Dividend Stra.. 0.00 % 0.60 %

N/A

USD0.02B
FIXD First Trust TCW Opportuni.. 0.00 % 0.56 %

-0.04 (-0.07%)

USD4.99B
BIV Vanguard Intermediate-Ter.. 0.00 % 0.05 %

+0.05 (+0.06%)

USD38.57B
KBWB Invesco KBW Bank ETF 0.00 % 0.35 %

+1.25 (+2.04%)

USD2.29B
IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

+1.73 (+1.12%)

USD46.35B
IWX iShares Russell Top 200 V.. 0.00 % 0.20 %

+0.63 (+0.97%)

USD1.06B
IXG iShares Global Financials.. 0.00 % 0.46 %

+0.65 (+0.87%)

USD0.39B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+0.98 (+1.27%)

USD2.03B
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

+2.62 (+1.50%)

USD1.35B
JHMF John Hancock Multifactor .. 0.00 % 0.40 %

+0.63 (+1.31%)

USD0.03B
JKF iShares Morningstar Value.. 0.00 % 0.25 %

N/A

USD0.59B
KBE SPDR S&P Bank ETF 0.00 % 0.35 %

+1.11 (+2.19%)

USD3.66B
KRMA Global X Conscious Compan.. 0.00 % 0.43 %

+0.22 (+0.73%)

USD0.43B
IBDQ iShares iBonds Dec 2025 T.. 0.00 % 0.10 %

+0.02 (+0.07%)

USD1.03B
LQD iShares iBoxx $ Investmen.. 0.00 % 0.14 %

+0.45 (+0.34%)

USD41.84B
MGV Vanguard Mega Cap Value I.. 0.00 % 0.07 %

+0.95 (+0.98%)

USD4.22B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

+0.17 (+0.44%)

USD17.57B
PFIG Invesco Fundamental Inves.. 0.00 % 0.22 %

+0.02 (+0.06%)

USD0.05B
PGF Invesco Financial Preferr.. 0.00 % 0.61 %

+0.07 (+0.37%)

USD1.81B
PGX Invesco Preferred ETF 0.00 % 0.52 %

+0.02 (+0.13%)

USD6.73B
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+1.74 (+1.13%)

USD4.97B
PWV Invesco Dynamic Large Cap.. 0.00 % 0.56 %

+0.47 (+1.07%)

USD0.71B
QLTA iShares Aaa - A Rated Cor.. 0.00 % 0.15 %

+0.10 (+0.18%)

USD1.37B
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

+0.81 (+1.15%)

USD8.24B
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

+0.01 (+0.04%)

USD1.25B
RAVI FlexShares Ready Access V.. 0.00 % 0.25 %

-0.01 (-0.01%)

USD0.42B
FDVV Fidelity High Dividend ET.. 0.00 % 0.29 %

+0.43 (+1.18%)

USD0.70B
BSCK Invesco BulletShares 2020.. 0.00 % 0.10 %

N/A

USD1.21B
CBND SPDR Bloomberg Barclays C.. 0.00 % 0.06 %

N/A

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

+0.38 (+0.84%)

USD0.51B
EXT WisdomTree U.S. ESG Fund 0.00 % 0.28 %

N/A

USD0.09B
FAS Direxion Daily Financial .. 0.00 % 0.99 %

+3.80 (+3.97%)

USD2.51B
FAZ Direxion Daily Financial .. 0.00 % 1.08 %

-1.49 (-4.55%)

USD0.16B
FBU:CA CI First Asset U.S. Buyba.. 0.00 % 0.60 %

N/A

USD0.02B
FCOR Fidelity Corporate Bond E.. 0.00 % 0.36 %

+0.10 (+0.18%)

USD0.29B
FINU ProShares UltraPro Financ.. 0.00 % 0.95 %

N/A

USD8.45M
IBDO iShares iBonds Dec 2023 T.. 0.00 % 0.10 %

N/A

USD1.46B
FINZ ProShares UltraPro Short .. 0.00 % 0.95 %

N/A

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

+0.06 (+0.23%)

USD1.02B
FLTB Fidelity Limited Term Bon.. 0.00 % 0.36 %

+0.01 (+0.01%)

USD0.29B
FLTR VanEck Vectors Investment.. 0.00 % 0.14 %

+0.01 (+0.04%)

USD0.52B
FNCL Fidelity MSCI Financials .. 0.00 % 0.08 %

+0.74 (+1.49%)

USD1.19B
GHS Rex Gold Hedged S&P 500 E.. 0.00 % 0.48 %

N/A

N/A
GVIP Goldman Sachs Hedge Indus.. 0.00 % 0.45 %

+0.81 (+0.83%)

USD0.19B
HOLD AdvisorShares Sage Core R.. 0.00 % 0.36 %

+0.03 (+0.03%)

USD0.05B
IBDD iShares iBonds Mar 2023 T.. 0.00 % 0.10 %

-0.03 (-0.09%)

USD0.07B
RALS ProShares RAFI Long/Short 0.00 % 0.95 %

+0.02 (+0.07%)

USD5.41M
RFCI RiverFront Dynamic Core I.. 0.00 % 0.52 %

+0.01 (+0.03%)

USD0.10B
EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

+0.75 (+1.65%)

USD2.19M
HUL:CA Harvest US Equity Plus In.. 0.00 % 0.75 %

+0.01 (+0.10%)

USD7.80M
VRP Invesco Variable Rate Pre.. 0.00 % 0.50 %

+0.04 (+0.15%)

USD1.53B
VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

+1.40 (+1.04%)

USD114.19B
VYM Vanguard High Dividend Yi.. 0.00 % 0.06 %

+0.99 (+0.97%)

USD45.42B
XLF Financial Select Sector S.. 0.00 % 0.12 %

+0.48 (+1.39%)

USD34.38B
ZDY:CA BMO US Dividend ETF (CAD) 0.00 % 0.30 %

-0.07 (-0.21%)

USD0.47B
ZIC:CA BMO Mid-Term US IG Corpor.. 0.00 % 0.25 %

-0.23 (-1.19%)

USD1.96B
ZSU:CA BMO Short-Term US IG Corp.. 0.00 % 0.25 %

+0.03 (+0.20%)

USD0.15B
ZWH:CA BMO US High Dividend Cove.. 0.00 % 0.65 %

+0.03 (+0.14%)

USD0.82B
BANK:CA BMO Global Banks Hedged t.. 0.00 % 0.39 %

N/A

USD4.39M
VONV Vanguard Russell 1000 Val.. 0.00 % 0.08 %

+0.67 (+0.99%)

USD5.97B
IGCF:CA PIMCO Investment Grade Cr.. 0.00 % 0.82 %

+0.02 (+0.10%)

USD0.05B
DXF:CA Dynamic Active Global Fin.. 0.00 % 0.75 %

N/A

USD0.02B
RUSB:CA RBC Short Term U.S. Corpo.. 0.00 % 0.35 %

N/A

USD0.29B
GRNB VanEck Vectors Green Bond.. 0.00 % 0.20 %

+0.03 (+0.12%)

USD0.08B
NUSA Nuveen Enhanced Yield 1-5.. 0.00 % 0.20 %

+0.01 (+0.04%)

USD0.04B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

+0.11 (+0.21%)

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

+0.04 (+0.16%)

USD0.31B
SPSB SPDR Portfolio Short Term.. 0.00 % 0.07 %

+0.01 (+0.03%)

USD7.48B
AMCA iShares Russell 1000 Pure.. 0.00 % 0.15 %

+0.28 (+0.79%)

USD3.46M
VOOV Vanguard S&P 500 Value In.. 0.00 % 0.10 %

+1.51 (+1.08%)

USD2.17B
VNLA Janus Henderson Short Dur.. 0.00 % 0.24 %

N/A

USD3.01B
RFDA RiverFront Dynamic US Div.. 0.00 % 0.52 %

+0.30 (+0.72%)

USD0.13B
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

-0.28 (-2.47%)

USD0.02B
RIGS RiverFront Strategic Inco.. 0.00 % 0.48 %

+0.03 (+0.12%)

USD0.11B
ROLA iPath Long Extended Russe.. 0.00 % 0.00 %

N/A

USD1.06M
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 U.S. Large-Cap Val.. 0.00 % 0.04 %

+0.77 (+1.16%)

USD9.14B
SEF ProShares Short Financial.. 0.00 % 0.95 %

-0.17 (-1.26%)

USD0.01B
SLQD iShares 0-5 Year Investme.. 0.00 % 0.06 %

+0.02 (+0.04%)

USD2.30B
VLU SPDR S&P 1500 Value Tilt .. 0.00 % 0.12 %

+1.67 (+1.18%)

USD0.08B
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

+0.05 (+0.42%)

USD0.20B
SPVU Invesco S&P 500 Enhanced .. 0.00 % 0.13 %

+0.57 (+1.43%)

USD0.12B
SPYV SPDR Portfolio S&P 500 Va.. 0.00 % 0.04 %

+0.43 (+1.11%)

USD8.48B
SYV SPDR MFS Systematic Value.. 0.00 % 0.60 %

N/A

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

+1.50 (+2.68%)

USD0.76B
VCIT Vanguard Intermediate-Ter.. 0.00 % 0.05 %

+0.18 (+0.19%)

USD44.44B
VCLT Vanguard Long-Term Corpor.. 0.00 % 0.05 %

+0.37 (+0.36%)

USD6.12B
VCSH Vanguard Short-Term Corpo.. 0.00 % 0.05 %

+0.02 (+0.02%)

USD45.02B
VFH Vanguard Financials Index.. 0.00 % 0.10 %

+1.30 (+1.52%)

USD10.03B
ZPDF:XETRA SPDR S&P U.S. Financials .. 0.00 % 0.15 %

+0.14 (+0.43%)

USD0.40B

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 27.75% 91% A- 86% B
Dividend Return 0.59% 7% F 36% F
Total Return 28.34% 92% A- 86% B
Trailing 12 Months  
Capital Gain 77.61% 81% B- 70% C-
Dividend Return 3.30% 27% F 47% F
Total Return 80.92% 81% B- 70% C-
Trailing 5 Years  
Capital Gain 156.25% 100% A+ 88% B+
Dividend Return 17.80% 56% F 62% D-
Total Return 174.06% 100% A+ 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.12% 100% A+ 82% B-
Dividend Return 2.12% 54% F 51% F
Total Return 17.23% 100% A+ 82% B-
Risk Return Profile  
Volatility (Standard Deviation) 29.94% 14% F 31% F
Risk Adjusted Return 57.57% 83% B 72% C-
Market Capitalization 327.10B 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 16.34 44% F 57% F
Price/Book Ratio 1.35 40% F 64% D
Price / Cash Flow Ratio 8.61 32% F 49% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 8.14% 50% F 59% F
Return on Invested Capital -0.17% 50% F 28% F
Return on Assets 0.79% 72% C- 31% F
Debt to Equity Ratio 139.15% 49% F 26% F
Technical Ratios  
Short Ratio 1.44 55% F 58% F
Short Percent 1.14% 50% F 82% B-
Beta 1.58 33% F 23% 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.

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.

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.

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 Dividend Growth

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