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BOK Financial Corporation (BOKF) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

BOK Financial Corporation

BOKFMarket cap $7.79BPrice $128.2

Country🇺🇸United States

SectorFinancials

IndustryBanks

BOK Financial runs regional banking, wealth management, and trading services across the Southwest and beyond. It's one of the few U.S. banks deeply tied to energy financing, making oil price swings a real earnings driver.

In Bastion Portfolios?

52W Return+21%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+5%–

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+10%7

EPS Growth Y+2+4%5

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin0%5

Net Income Margin29%9

Free Cash Flow Margin58%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE11%5

ROA1%3

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)127

P/BV1.39

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%8

Dividend Yield2.0%5

Momentum

Short term

1 month return-6%4

3 month return-8%4

YTD return+10%6

Mid term

Price vs 52wHigh88%7

1 year return+15%6

Long term

3 year return+75%7

5 year return+54%6

Risk Shield

Price Risk

Beta0.85

Volatility22%9

Free Cash Flow

Free Cash Flow Margin58%10

Free Cash Flow Yield0.0%8

Quality

ROCE8%3

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

BOKFBOK Financial

Revenue FY25$2.1B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+5%–

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+10%7

EPS growth, FY27E+4%5

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 5%/yr).

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

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↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return-8%4

YTD return+10%6

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+15%6

3-year return+75%7

5-year return+54%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +75% over three years and +54% over five, ahead of 60% of the market.

It's up 15% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-6%), over three months (-8%) and so far this year (+10%).

WEAKNESSES

None flagged.

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.

04Value

Are you paying a fair price for it?

Stop guessing on BOK Financial Corporation. 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?

BOKFBOK Financial

Revenue FY25$2.1B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+5%–

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+10%7

EPS growth, FY27E+4%5

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 5%/yr).

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

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↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return-8%4

YTD return+10%6

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+15%6

3-year return+75%7

5-year return+54%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +75% over three years and +54% over five, ahead of 60% of the market.

It's up 15% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-6%), over three months (-8%) and so far this year (+10%).

WEAKNESSES

None flagged.

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.

04Value

Are you paying a fair price for it?

Stop guessing on BOK Financial Corporation. 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