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Bank of America Corporation (BAC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Bank of America Corporation

BACMarket cap $378BPrice $54.1

Country🇺🇸United States

SectorFinancials

IndustryBanks

Bank of America provides banking, lending, and investment services to 68 million consumers and businesses across America. Holds $2.5 trillion in deposits, making it the second-largest bank in the United States.

In Bastion Portfolios?

52W Return+7%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+8%–

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+26%8

EPS Growth Y+2+9%6

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin0%5

Net Income Margin30%9

Free Cash Flow Margin83%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE12%5

ROA1%3

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)108

P/BV1.48

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%8

Dividend Yield2.4%6

Momentum

Short term

1 month return-14%1

3 month return-9%4

YTD return-0%5

Mid term

Price vs 52wHigh83%6

1 year return+10%6

Long term

3 year return+123%8

5 year return+39%5

Risk Shield

Price Risk

Beta1.23

Volatility22%9

Free Cash Flow

Free Cash Flow Margin83%10

Free Cash Flow Yield0.0%8

Quality

ROCE7%3

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

BACBank of America

Revenue FY25$113B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+8%–

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+26%8

EPS growth, FY27E+9%6

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 8%/yr).

WATCH

Revenue is set to grow 8%/yr over the next 3 years, in line with the market.5/10

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE39 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-14%1

3-month return-9%4

YTD return-0%5

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+10%6

3-year return+123%8

5-year return+39%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +123% over three years and +39% over five, ahead of 60% of the market.

WATCH

It's up 10% over the past year, but 17% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-9%) and so far this year (+0%).

WEAKNESSES

The stock is underperforming over the past month (-14%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Bank of America. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

BACBank of America

Revenue FY25$113B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+8%–

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+26%8

EPS growth, FY27E+9%6

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 8%/yr).

WATCH

Revenue is set to grow 8%/yr over the next 3 years, in line with the market.5/10

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE39 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-14%1

3-month return-9%4

YTD return-0%5

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+10%6

3-year return+123%8

5-year return+39%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +123% over three years and +39% over five, ahead of 60% of the market.

WATCH

It's up 10% over the past year, but 17% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-9%) and so far this year (+0%).

WEAKNESSES

The stock is underperforming over the past month (-14%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Bank of America. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community