Bank of America Corp. (BAC)$51.80
Research Snapshot
Static fundamentals, valuation context, and investor signals for Bank of America Corp. (BAC).
Valuation
31.4x
EV/FCF, 3.2% FCF yield
Quality
4.9%
ROIC, 11.2% FCF margin
Growth
5.7%
5Y sales (revenue) CAGR
Balance sheet
1.0x
Debt/equity, N/A current ratio
Superinvestors
15
Top: Warren Buffett (9.5%)
Strengths to research
- 15 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Quality Scorecard
Build-time composite score for BAC.
Peer Comparison
Target stock against 8 market-cap comparable peers.
| BAC Target | Bank of America Corp. | $309.7B | 13.6x | 31.4x | 4.9% | 5.7% | 11.2% | N/A | N/A | N/A |
| AXP | American Express | $194.8B | 20.3x | 12.7x | 12.1% | 13.5% | 38.7% | N/A | N/A | N/A |
| MS | Morgan Stanley | $192.2B | 19.7x | -23.6x | 3.7% | N/A | N/A | N/A | N/A | N/A |
| MA | Mastercard Inc. | $509.6B | 30.2x | 29.1x | 193.5% | 6.8% | 52.3% | N/A | -0.5x | N/A |
| HDB | HDFC Bank Ltd. | $187.8B | 23.8x | 17.6x | 5.0% | 23.4% | 51.6% | N/A | N/A | N/A |
| GS | Goldman Sachs Group | $173.9B | 19.4x | -0.2x | 13.7% | N/A | N/A | N/A | N/A | N/A |
| BX | Blackstone Group | $166.3B | 30.6x | 38.7x | 14.2% | 18.8% | 31.5% | N/A | N/A | N/A |
| PGR | Progressive Corp. | $165.4B | 10.4x | 9.6x | 37.3% | 15.5% | 19.6% | N/A | N/A | N/A |
| SPGI | S&P Global Inc. | $155.2B | 28.5x | 30.5x | 10.1% | 15.6% | 35.6% | N/A | 1.5x | N/A |
Financial Charts
No financial data available for BAC (annual).
15 superinvestors own BAC
Current quarter ownership and quarter-over-quarter share changes.
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Warren Buffett Berkshire Hathaway | 513,624,165 | $25.0B | 9.52% | 0.0% |
| Bill Nygren Oakmark Select Fund | 18,907,859 | $922M | 1.23% | 0.0% |
| Richard Pzena Hancock Classic Value | 6,422,754 | $313M | 1.02% | 0.0% |
| Li Lu Himalaya Capital Management | 2,997,987 | $146M | 4.57% | ▼ -71.6% |
| Harry Burn Sound Shore | 2,065,582 | $101M | 3.37% | 0.0% |
| Dodge & Cox Dodge & Cox | 1,819,565 | $89M | 0.05% | 0.0% |
| Christopher Davis Davis Advisors | 1,159,204 | $57M | 0.26% | 0.0% |
| John Rogers Ariel Appreciation Fund | 512,111 | $25M | 0.28% | 0.0% |
| Tweedy Browne Co. Tweedy Browne Value Fund | 365,274 | $18M | 1.41% | 0.0% |
| Charles Bobrinskoy Ariel Focus Fund | 76,231 | $3M | 5.09% | ▲ +6.7% |
| David Katz Matrix Asset Advisors | 55,081 | $3M | 0.25% | 0.0% |
| Francis Chou Chou Associates | 50,000 | $2M | 1.17% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 21,707 | $1M | 0.01% | 0.0% |
| Glenn Greenberg Brave Warrior Advisors | 14,532 | $708,000 | 0.02% | 0.0% |
| Kahn Brothers Group Kahn Brothers Group | 9,459 | $461,000 | 0.08% | 0.0% |