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Bank of America Corp

BAC

50.490USD

+0.110+0.22%
Close 08/28, 16:00ETQuotes delayed by 15 min
375.48BMarket Cap
14.25P/E TTM

Bank of America Corp

50.490

+0.110+0.22%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-28

Key Insights

The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Buy.Despite a weak stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
66 / 524
Overall Ranking
77 / 4754
Industry
Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 25 analysts
Buy
Current Rating
51.747
Target Price
+2.71%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

The Bank of America Corporation is an American multinational investment bank and financial services holding entity headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with additional investment banking and supporting headquarters located in Manhattan. The bank was established through the merger of NationsBank and Bank of America in 1998. It stands as the second-largest banking institution in the United States and the second-largest bank globally by market capitalization, following JPMorgan Chase. Bank of America is recognized as one of the Big Four banking institutions in the United States and one of eight systemically important financial institutions within the country. The bank serves approximately 10 percent of all American bank deposits, directly competing with JPMorgan Chase, Citigroup, and Wells Fargo. Its principal financial operations encompass commercial banking, wealth management, and investment banking. The historical roots of Bank of America can be traced back to 1784 when Massachusetts Bank was chartered, marking it as the first federally chartered joint-stock owned bank in the U.S. Additionally, another branch of its heritage dates to the U.S.-based Bank of Italy, founded by Amadeo Pietro Giannini in 1904, which provided essential banking services to Italian immigrants facing service discrimination. Headquartered in San Francisco, California, Giannini acquired Banca d'America e d'Italia in 1922 and ultimately operated as Bank of America.

In the 1950s, pivotal federal banking legislation facilitated swift growth, rapidly establishing significant market shares for the bank's predecessors. Following considerable losses during the 1998 Russian financial crisis, BankAmerica, as it was then known, was acquired by NationsBank of Charlotte for $62 billion. This acquisition was notable as the largest bank acquisition in history at that time, leading to the establishment of the Bank of America Corporation. Through a sequence of mergers and acquisitions, it expanded its commercial banking operations, launching Merrill Lynch for wealth management and Bank of America Merrill Lynch for investment banking in 2008 and 2009, respectively, which has since been rebranded as BofA Securities.

Both Bank of America and Merrill Lynch Wealth Management maintain substantial market shares in their respective sectors. The investment bank is classified within the "Bulge Bracket," recognized as the third-largest investment bank globally as of 2018. Its wealth management division oversees $1.08 trillion in assets under management, positioning it as the second-largest wealth manager worldwide, surpassed only by UBS. In the realm of commercial banking, while Bank of America has operations, it does not necessarily operate retail branches in all 50 states of the United States, Washington, D.C., and over 40 other countries. Its commercial banking operations encompass 46 million consumer and small business relationships across 4,600 banking centers and 16,000 automated teller machines.

The substantial market share, business operations, and economic influence of the bank have led to numerous lawsuits and regulatory investigations concerning mortgages and financial disclosures dating back to the 2008 financial crisis. The corporate practices of Bank of America, which focus on servicing the middle class and the broader banking community, have resulted in a considerable market share since the early 20th century. As of August 2018, Bank of America boasts a market capitalization of $313.5 billion, making it the 13th largest company in the world. Being the sixth-largest American public company, it reported $102.98 billion in sales as of June 2018. Bank of America was ranked No. 25 on the 2020 Fortune 500 list of the largest U.S. corporations by total revenue and further secured the No. 6 position on Forbes' 2023 Global 2000 rankings. The bank was awarded the title of "World's Best Bank" by the Euromoney Institutional Investor in its 2018 Awards for Excellence.

High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 30.67%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 30.67%.
Overvalued
The company’s latest PE is 14.62, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.66B shares, decreasing 2.37% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 635.89M shares of this stock.

Financial Health

Currency: USD Updated2025-08-28

The company's current financial score is 6.59, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 25.55B, representing a year-over-year increase of 3.10%, while its net profit experienced a year-over-year increase of 13.81%.

Score

Industry at a Glance

Previous score
6.59
Change
0

Financials

7.85

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

4.23

Operational Efficiency

7.37

Growth Potential

8.23

Shareholder Returns

5.25

Valuation Dimension

Currency: USD Updated2025-08-28

The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 14.59, which is -7.80% below the recent high of 13.45 and 30.61% above the recent low of 10.12.

Score

Industry at a Glance

Previous score
5.60
Change
2

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 66/524
No Data

Forecast

Currency: USD Updated2025-08-28

The company’s current earnings forecast score is 7.92, which is higher than the Banking & Investment Services industry's average of 7.34. The average price target for Bank of America Corp is 54.00, with a high of 59.00 and a low of 33.90.

Score

Industry at a Glance

Previous score
7.92
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 25 analysts
Buy
Current Rating
51.747
Target Price
+2.71%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

306
Total
4
Median
5
Average
Company name
Ratings
Analysts
Bank of America Corp
BAC
25
JPMorgan Chase & Co
JPM
26
Wells Fargo & Co
WFC
25
US Bancorp
USB
24
Fifth Third Bancorp
FITB
24
Regions Financial Corp
RF
24
1
2
3
...
61

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Momentum

Currency: USD Updated2025-08-28

The company’s current price momentum score is 9.64, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 52.42 and the support level at 46.54, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.64
Change
-0.03

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(0)
Buy(3)
Indicators
Value
Direction
MACD(12,26,9)
0.697
Buy
RSI(14)
71.032
Buy
STOCH(KDJ)(9,3,3)
95.598
Overbought
ATR(14)
0.832
High Vlolatility
CCI(14)
129.364
Buy
Williams %R
3.106
Overbought
TRIX(12,20)
0.222
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
50.016
Buy
MA10
48.963
Buy
MA20
47.583
Buy
MA50
47.426
Buy
MA100
44.525
Buy
MA200
44.650
Buy

Institutional Confidence

Currency: USD Updated2025-08-28

The company’s current institutional recognition score is 7.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 76.35%, representing a quarter-over-quarter increase of 1.42%. The largest institutional shareholder is The Vanguard, holding a total of 635.89M shares, representing 8.59% of shares outstanding, with 0.21% decrease in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
638.16M
-2.54%
Berkshire Hathaway Inc.
Star Investors
631.57M
-7.15%
BlackRock Institutional Trust Company, N.A.
331.76M
+1.58%
State Street Global Advisors (US)
295.13M
+0.10%
Fidelity Management & Research Company LLC
169.26M
+3.21%
Geode Capital Management, L.L.C.
147.77M
+3.85%
Capital World Investors
110.80M
+25.61%
JP Morgan Asset Management
104.33M
-4.35%
Norges Bank Investment Management (NBIM)
118.93M
-3.24%
T. Rowe Price Associates, Inc.
Star Investors
95.17M
-15.68%
1
2

Risk Assessment

Currency: USD Updated2025-08-28

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.41, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.34. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.41
Change
0
Beta vs S&P 500 index
1.34
VaR
+2.64%
240-Day Maximum Drawdown
+28.01%
240-Day Volatility
+30.19%
Return
Best Daily Return
60 days
+2.90%
120 days
+6.05%
5 years
+8.43%
Worst Daily Return
60 days
-3.41%
120 days
-11.06%
5 years
-11.06%
Sharpe Ratio
60 days
+3.00
120 days
+1.51
5 years
+0.70
Risk Assessment
Maximum Drawdown
240 days
+28.01%
3 years
+34.47%
5 years
+49.03%
Return-to-Drawdown Ratio
240 days
+1.08
3 years
+0.57
5 years
+0.34
Skewness
240 days
-0.85
3 years
-0.19
5 years
+0.03
Volatility
Realised Volatility
240 days
+30.19%
5 years
+29.44%
Standardised True Range
240 days
+1.95%
5 years
+1.81%
Downside Risk-Adjusted Return
120 days
+147.76%
240 days
+147.76%
Maximum Daily Upside Volatility
60 days
+15.14%
Maximum Daily Downside Volatility
60 days
+15.22%
Liquidity
Average Turnover Rate
60 days
+0.51%
120 days
+0.58%
5 years
--
Turnover Deviation
20 days
-11.53%
60 days
-2.80%
120 days
+10.24%

Peers

Currency: USD Updated2025-08-28
Bank of America Corp
Bank of America Corp
BAC
7.53 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.43 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.29 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
Synchrony Financial
SYF
8.28 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
8.27 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
8.26 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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