TFC:NYE-Truist Financial Corp (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 38.87

Change

-0.69 (-1.74)%

Market Cap

USD 51.99B

Volume

3.98M

Analyst Target

USD 44.11
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-03 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
USB-PH U.S. Bancorp

+0.13 (+0.60%)

USD 90.57B
USB-PP U.S. Bancorp

+0.32 (+1.30%)

USD 78.75B
PNC PNC Financial Services Group I..

-0.49 (-0.27%)

USD 73.39B
USB U.S. Bancorp

-0.21 (-0.47%)

USD 71.56B
NU Nu Holdings Ltd

-0.21 (-1.56%)

USD 70.88B
ITUB Itau Unibanco Banco Holding SA

+0.05 (+0.77%)

USD 61.18B
BSBR Banco Santander Brasil SA ADR

+0.10 (+1.90%)

USD 39.99B
NWG Natwest Group PLC

-0.20 (-2.19%)

USD 37.93B
MTB M&T Bank Corporation

+0.50 (+0.29%)

USD 29.30B
BBD Banco Bradesco SA ADR

+0.07 (+2.59%)

USD 27.11B

ETFs Containing TFC

BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

N/A

USD 9.27M
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

N/A

N/A
RUBY:CA RBC U.S. Banks Yield Inde.. 7.24 % 0.33 %

N/A

CAD 0.01B
HUBL:CA Harvest US Bank Leaders I.. 6.53 % 1.57 %

-0.02 (0.00%)

CAD 0.11B
HUBL-U:CA Harvest US Bank Leaders I.. 6.53 % 0.00 %

N/A

N/A
ZBK:CA BMO Equal Weight US Banks.. 6.41 % 0.37 %

-0.02 (0.00%)

CAD 0.69B
CALL-U:CA Evolve US Banks Enhanced .. 6.39 % 0.00 %

N/A

N/A
CALL:CA Evolve US Banks Enhanced .. 6.35 % 0.68 %

-0.01 (0.00%)

CAD 0.09B
CALL-B:CA Evolve US Banks Enhanced .. 6.23 % 0.00 %

N/A

N/A
XUFB:LSE Xtrackers MSCI USA Banks .. 4.30 % 0.00 %

-4.10 (0.00%)

USD 0.01B
DPST Direxion Daily Regional B.. 3.61 % 1.02 %

-0.73 (0.00%)

USD 0.80B
TBG EA Series Trust 3.54 % 0.00 %

-0.19 (0.00%)

USD 0.06B
EXX5:XETRA iShares Dow Jones U.S. Se.. 1.85 % 0.00 %

-0.39 (0.00%)

USD 0.37B
RSPF Invesco S&P 500 Equal Wei.. 1.51 % 0.00 %

+0.07 (+0.00%)

N/A
OPEN:XETRA iShares VI Public Limited.. 1.14 % 0.00 %

+0.03 (+0.00%)

USD 0.06B
JKI 1.04 % 0.30 %

N/A

N/A
IMCV iShares Morningstar Mid-C.. 1.04 % 0.00 %

-0.26 (0.00%)

USD 0.64B
IMCB iShares Morningstar Mid-C.. 0.52 % 0.00 %

N/A

USD 1.00B
SPES:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

+5.00 (+0.00%)

N/A
SPEX:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

+19.72 (+0.00%)

N/A
EWSP:LSE iShares S&P 500 Equal Wei.. 0.22 % 0.00 %

+0.02 (+0.00%)

N/A
DVY iShares Select Dividend E.. 0.00 % 0.39 %

-0.58 (0.00%)

N/A
IAT iShares U.S. Regional Ban.. 0.00 % 0.42 %

-0.03 (0.00%)

N/A
JKG 0.00 % 0.25 %

N/A

N/A
KRE SPDR® S&P Regional Banki.. 0.00 % 0.35 %

-0.12 (0.00%)

N/A
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 ET.. 0.00 % 0.00 %

-0.04 (0.00%)

N/A
RSP Invesco S&P 500® Equal W.. 0.00 % 0.20 %

-0.19 (0.00%)

N/A
SDOG ALPS Sector Dividend Dogs.. 0.00 % 0.40 %

-0.15 (0.00%)

USD 1.23B
WDRW 0.00 % 0.99 %

N/A

N/A
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.00 %

+0.03 (+0.00%)

N/A
VLIQ:LSE 0.00 % 0.00 %

N/A

N/A
EXX5:F iShares Dow Jones U.S. Se.. 0.00 % 0.00 %

-0.19 (0.00%)

N/A
IUS2:F iShares S&P U.S. Banks UC.. 0.00 % 0.00 %

-0.01 (0.00%)

N/A
OPEN:F iShares VI Public Limited.. 0.00 % 0.00 %

+0.04 (+0.00%)

N/A
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 5.28% 69% C- 61% D-
Dividend Return 2.82% 50% F 68% D+
Total Return 8.10% 66% D+ 64% D
Trailing 12 Months  
Capital Gain 25.43% 71% C- 84% B
Dividend Return 6.71% 68% D+ 80% B-
Total Return 32.14% 71% C- 87% 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 90% 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.

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