• Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens
  • A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas
  • AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount
  • Dividend Investing Newsletter and model portfolio that focuses on dividend growth
  • AAII Growth Investing Find secular growth stocks poised for outperformance regardless of macroeconomic conditions.
  • Retirement Investing Discover trusted strategies for every stage of retirement. Get actionable insights and resources for smart retirement planning.
  • Sentiment Investing A research-driven newsletter with 10+ signals decoding sentiment across retail and institutional behavior.
  • Stock Superstars Report Get stock ideas inspired by the market's leading professionals
  • VMQ Stocks For the value investor looking to harness academic research in an actively managed portfolio
  • Bits and Bips Newsletter delivering insights on linking traditional finance, macro trends and cryptocurrency opportunities to help investors build stronger, more diversified portfolios.
All premium products come with free basic membership.
Explore All Membership Options
Join Now

Stock Evaluator: Bank of America Corporation (BAC)

2,458 followers

Bank of America Corporation BAC

$61.95 0.22 0.36%
July 31, 2026 4:00:02 PM EST November 10, 2021 Volume: 27,092,480
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Banks

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
Bank of America Corporation, through its subsidiaries, provides various financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates through four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, checking accounts, and investment accounts and products; credit and debit cards; residential mortgages and home equity loans; and direct and indirect loans. The GWIM segment provides investment management, brokerage, banking, and trust and retirement products and services; wealth management solutions; and customized solutions, including specialty asset management services. The Global Banking segment offers lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, and underwriting and advisory services. The Global Markets segment provides market-making, financing, securities clearing, settlement, and custody services; securities and derivative products; and risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. Bank of America Corporation was founded in 1784 and is based in Charlotte, North Carolina.

Commentary & Analysis

Financial Summary

Share Statistics BAC Industry
Median		 Percentile
(All Stocks)
Market Cap (Mil) $433,219.1 $719.5 100%
Shares Out (Mil) 7,417.5 15.6 99%
Institutional Ownership 99.8% 83.3% 94%
Float (Mil) 6,990.5 21.2 99%
Beta 1.17 0.46 69%
Avg Daily Volume (000s) 34,518 51 99%
Price Change
(52-week)		 28.7% 96.5% 68%
Growth BAC Industry
Median		 Percentile
(All Stocks)
Sales (5yr) 7.7% 7.6% 49%
Net Income (5yr) 11.3% 11.1% 57%
EPS (5yr) 15.3% 10.1% 57
Dividends (5yr) 8.4% 3.6% 80%
Cash Flow (5yr) (18.2%) (17.0%) 38%
Estimates Qtrly Current
Fiscal
Year		 Next
Fiscal
Year
# of Estimates 15 18 19
Current EPS $1.192 $4.671 $5.275
Month Ago EPS $1.145 $4.487 $5.083
# Rev Up 0 0 0
# Rev Down 1 1 1
Three Months Ago EPS $1.140 $4.470 $5.040
Year/Year Chg 7.7% 22.6% 54.4%
Financials BAC Industry
Median		 Percentile
(All Stocks)
Sales (TTM) (Mil) $109,590 $190 99%
Net Income (TTM) (Mil) $31,733 $51 100%
EPS (TTM) $4.080 $2.500 84%
Operating Cash Flow (TTM) (Mil) $56,567 $34 100%
Net Cash Flow (TTM) (Mil) ($31,100) $1 0%
Long-Term Debt (Q1) (Mil) $306,835 $98 100%
Enterprise Value (Q1) (Mil) na $0 na
Valuation BAC Industry
Median		 Percentile
(All Stocks)
P/B 1.60 1.26 42%
P/E 15.3 12.9 37%
Dividend Yield 2.1% 2.2% 77%
PEG (5yr hist) 1.0 1.1 44%
Ratios BAC Industry
Median		 Percentile
(All Stocks)
Gross Margin na 68.8% na
Net Margin 29.5% 28.9% 88%
ROA 0.9% 1.0% 45%
ROE 11.5% 11.1% 62%
Liabilities to Assets 91.4% 89.8% 88%
F-Score 5 4 51%

Passing Stock Screens

As of 7/30/2026, from a list of 60 stock screening strategies, BAC meetings the criteria of 3 screen:
Stock Screen
GURU STRATEGY

Graham--Defensive Investor (Utility) Screen

Factors: Yield, Value, Quality, Industry/Sector
Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength. 
Performance Since Inception: 6.9%
+/- S&P 500: -0.6

Passing Stocks

1st Source Corporation SRCE
Aflac Incorporated AFL
Amalgamated Financial Corp. AMAL
American Financial Group, Inc. AFG
Ameris Bancorp ABCB
See All 181 Stocks (as of 7/30/2026)
FACTOR STRATEGY

Value on the Move--PEG With Est Growth Screen

Factors: Value, Quality, Momentum, Growth
Using PEG ratios and price strength to find growth stocks trading at a reasonable price. 
Performance Since Inception: 15.8%
+/- S&P 500: +8.3

Passing Stocks

Affiliated Managers Group, Inc. AMG
Arrow Electronics, Inc. ARW
Bank of America Corporation BAC
Comfort Systems USA, Inc. FIX
Farmers National Banc Corp. FMNB
See All 14 Stocks (as of 7/30/2026)
FACTOR STRATEGY

Value on the Move--PEG With Hist Growth Screen

Factors: Value, Quality, Momentum, Growth
Using PEG ratios and price strength to find growth stocks trading at a reasonable price. 
Performance Since Inception: 14.0%
+/- S&P 500: +6.5

Passing Stocks

1st Source Corporation SRCE
AAR Corp. AIR
Affiliated Managers Group, Inc. AMG
Applied Industrial Technologies, Inc. AIT
Archrock, Inc. AROC
See All 66 Stocks (as of 7/30/2026)

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

Ⓒ 2026 American Association of Individual Investors