bank of america stock presentation
TRANSCRIPT
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
Ticker Symbol: BAC
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
Agenda Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis
Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
Company Overview
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
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Stock Metrics
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
Technical Analysis
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.
Fundamental Analysis
Fundamental Analysis (BAC)
Agenda
Company Overview
Stock Metrics
Technical Analysis
Fundamental Analysis Scenario Analysis
Summary & Questions
| Braeden Lipe | UCD Portfolio Management | Financials Sector |
Balance Sheet Shows Constant Growth
Scenario Analysis
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
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!!