TFC:NYE-Truist Financial Corp (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 39.25

Change

+0.40 (+1.03)%

Market Cap

USD 51.99B

Volume

9.19M

Analyst Target

USD 44.11
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-01 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
HDB HDFC Bank Limited ADR

-0.33 (-0.49%)

USD 163.14B
CIHKY China Merchants Bank Co Ltd

-1.63 (-7.01%)

USD 118.65B
IBN ICICI Bank Limited

+0.17 (+0.59%)

USD 97.66B
USB-PH U.S. Bancorp

+0.08 (+0.37%)

USD 88.68B
USB-PP U.S. Bancorp

+0.15 (+0.65%)

USD 72.75B
PSBKF Postal Savings Bank of China C..

N/A

USD 68.37B
USB U.S. Bancorp

-0.46 (-1.15%)

USD 61.95B
PNC PNC Financial Services Group I..

-1.05 (-0.66%)

USD 61.64B
NU Nu Holdings Ltd

+0.08 (+0.65%)

USD 61.63B
ITUB Itau Unibanco Banco Holding SA

+0.21 (+3.63%)

USD 57.19B

ETFs Containing TFC

BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

+0.16 (+0.14%)

USD 0.01B
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

-0.27 (0.14%)

USD 0.32B
ZWK:CA BMO Covered Call US Banks.. 6.50 % 0.00 %

+0.02 (+0.14%)

CAD 0.33B
ZBK:CA BMO Equal Weight US Banks.. 6.17 % 0.37 %

-0.46 (0.14%)

CAD 0.65B
KBWB Invesco KBW Bank ETF 4.10 % 0.35 %

-0.28 (0.14%)

USD 1.46B
IUS2:F iShares S&P U.S. Banks UC.. 4.07 % 0.00 %

-0.03 (0.14%)

USD 0.33B
IUS2:XETRA iShares S&P U.S. Banks UC.. 4.06 % 0.00 %

-0.01 (0.14%)

USD 0.33B
UDIV:CA Manulife Smart U.S. Divid.. 3.34 % 0.00 %

+0.03 (+0.14%)

CAD 0.10B
UDIV-B:CA Manulife Smart U.S. Divid.. 3.34 % 0.00 %

-0.04 (0.14%)

CAD 0.10B
KRE SPDR® S&P Regional Banki.. 2.51 % 0.35 %

-0.80 (0.14%)

USD 2.39B
PEY Invesco High Yield Equity.. 2.31 % 0.53 %

-0.07 (0.14%)

USD 1.14B
SDOG ALPS Sector Dividend Dogs.. 2.12 % 0.40 %

-0.06 (0.14%)

USD 1.12B
DVY iShares Select Dividend E.. 1.74 % 0.39 %

-0.24 (0.14%)

USD 18.16B
DPST Direxion Daily Regional B.. 1.74 % 1.02 %

-3.49 (0.14%)

USD 0.85B
EXX5:XETRA iShares Dow Jones U.S. Se.. 1.68 % 0.00 %

-0.27 (0.14%)

USD 0.37B
KBE SPDR® S&P Bank ETF 1.17 % 0.35 %

-0.63 (0.14%)

USD 1.43B
IMCV iShares Morningstar Mid-C.. 1.04 % 0.00 %

-0.08 (0.14%)

USD 0.59B
JKI iShares Morningstar Mid-C.. 1.01 % 0.30 %

N/A

USD 0.59B
IMCB iShares Morningstar Mid-C.. 0.52 % 0.00 %

+0.10 (+0.14%)

USD 0.87B
JKG iShares Morningstar Mid-C.. 0.50 % 0.25 %

N/A

USD 0.87B
IAT iShares U.S. Regional Ban.. 0.00 % 0.42 %

-0.53 (0.14%)

USD 0.54B
BNKO 0.00 % 0.00 %

N/A

N/A
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
BNKS:LSE iShares S&P U.S. Banks 0.00 % 0.00 %

+0.02 (+0.14%)

USD 0.21B
WDRW 0.00 % 0.99 %

N/A

N/A
VLIQ:LSE 0.00 % 0.00 %

N/A

N/A
XUFB:LSE Xtrackers MSCI USA Banks .. 0.00 % 0.00 %

+0.90 (+0.14%)

USD 0.01B
EXX5:F iShares Dow Jones U.S. Se.. 0.00 % 0.00 %

-0.51 (0.14%)

USD 0.35B
VLIQ:XETRA 0.00 % 0.00 %

N/A

N/A
HDIV 0.00 % 0.00 %

N/A

N/A
VDLQ:LSE 0.00 % 0.00 %

N/A

N/A

Market Performance

  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 6.31% 78% C+ 68% D+
Dividend Return 2.82% 55% F 69% C-
Total Return 9.13% 74% C 71% C-
Trailing 12 Months  
Capital Gain 25.04% 69% C- 85% B
Dividend Return 6.63% 67% D+ 80% B-
Total Return 31.67% 74% C 88% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.20% 44% F 43% F
Dividend Return 3.79% 42% F 47% F
Total Return 3.60% 50% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 33.97% 37% F 29% F
Risk Adjusted Return 11.16% 36% F 37% F
Market Capitalization 51.99B 92% A 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

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.

Positive cash flow

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

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low Earnings Growth

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