Values as of: 2024-05-25
COMMON STOCK | Banks - Regional |
Last Closing
USD 28.27Change
0.00 (0.00)%Market Cap
USD 5.33BVolume
0.58MAnalyst Target
USD 10.78Verdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| HDB | HDFC Bank Limited ADR |
N/A |
USD 149.57B |
| IBN | ICICI Bank Limited |
N/A |
USD 94.61B |
| USB-PH | U.S. Bancorp |
N/A |
USD 89.79B |
| USB-PP | U.S. Bancorp |
N/A |
USD 74.89B |
| PNC | PNC Financial Services Group I.. |
N/A |
USD 61.36B |
| USB | U.S. Bancorp |
N/A |
USD 61.26B |
| ITUB | Itau Unibanco Banco Holding SA |
N/A |
USD 59.29B |
| NU | Nu Holdings Ltd |
N/A |
USD 58.04B |
| MFG | Mizuho Financial Group Inc. |
N/A |
USD 50.56B |
| TFC | Truist Financial Corp |
N/A |
USD 48.40B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| CHDIV:SW | UBS ETF (CH) - MSCI Switz.. | 3.55 % | 0.00 % |
N/A |
USD 0.05B |
| UBUM:F | UBS (Irl) ETF Public Limi.. | 1.63 % | 0.00 % |
N/A |
USD 0.22B |
| UBUM:XETRA | UBS (Irl) plc – DJ Glob.. | 1.63 % | 0.00 % |
N/A |
USD 0.17B |
| GLDVD:SW | UBS (Irl) ETF plc - S&P D.. | 1.53 % | 0.00 % |
N/A |
USD 0.22B |
| PSC | Principal U.S. Small-Cap .. | 0.73 % | 0.38 % |
N/A |
USD 0.53B |
| HUM:CA | Hamilton U.S. Mid/Small-C.. | 0.00 % | 0.00 % |
N/A |
CAD 0.02B |
| Market Performance vs. Industry/Classification (Banks - Regional) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -4.46% | 36% | F | 22% | F | ||
| Dividend Return | 0.84% | 22% | F | 38% | F | ||
| Total Return | -3.62% | 35% | F | 21% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 47.70% | 87% | B+ | 90% | A- | ||
| Dividend Return | 2.53% | 17% | F | 36% | F | ||
| Total Return | 50.24% | 84% | B | 90% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 39.06% | 81% | B- | 64% | D | ||
| Dividend Return | 22.30% | 86% | B+ | 76% | C+ | ||
| Total Return | 61.35% | 85% | B | 69% | C- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 32.81% | 97% | N/A | 91% | A- | ||
| Dividend Return | 37.97% | 97% | N/A | 92% | A | ||
| Total Return | 5.16% | 78% | C+ | 82% | B | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 78.70% | 6% | D- | 10% | F | ||
| Risk Adjusted Return | 48.24% | 90% | A- | 70% | C- | ||
| Market Capitalization | 5.33B | 57% | F | 77% | C+ | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
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.
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.
The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.
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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The company had positive total cash flow in the most recent four quarters.
This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
This stock has shown top quartile dividend growth in the previous 5 years compared to its sector
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
