4. Bank Of America (BAC)
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
•#9 in Fortune 500
•33 million consumer relationships
•3.4 million small business
•#1 Consumer Bank
•5,900 branches
•#1 ATM Banking System – 18,000 ATMs
•#1 Online Bank
•#1 Small Business Bank
•2nd largest Market Capitalization
•Acquisition with Merrill Lynch: Worlds largest wealth
manager
+
6. Key Stock Metrics (BAC)
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
•Current price - $15.56
•1Y Target Est – $19.00
•P/E – 16.76
• Indicates the dollar amount you can expect to invest in
a company in order to receive one dollar of that
company’s earnings.
•Forward P/E - 9.84
•Beta – .848
• Measure of volatility or risk ( BAC is 15% less volatile
than the market: 1 - .85)
•Market Cap – 164.41B
•Dividend - .20
•Dividend yield 1.29%
•EPS (ttm) - .96
• Indicator of a company's profitability.
•EPS Next Year – 1.60
8. Technical Analysis (BAC)
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
Based on one year
trend, the stock price
is anticipated to rise.
12. Scenario Analysis
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
Current Most Likely High Low
Stock Price $15.56 $20.00 $21.00 $16.00
EPS .96 1.23 1.29 .98
P/E 16.76 12.02 10.94 16.32
Beta .85 1.09 1.14 .87
Sales 22.1B
(Q215)
20.00B 22.3B 21.1B
Net income 10.7B
(Q215)
10.64B 10.78B 10.68B
Market Cap 164.41B 163.54B 165.69B 164.15B
13. Summary & Questions
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
Bank of America is a large established company that preforms well for its
investors. I think it is a good foundation stock for our portfolio, and will
demonstrate positive outcomes for the future. Thank you!!