Bank of America (BAC) is a diversified banks company in the Financials sector. Listed on the NASDAQ, Bank of America is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $54.54.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $54.54 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 11.39% |
| Risk / Std Dev (Annualized) | 26.89% |
| Sharpe Ratio (rf=4.5%) | 0.26 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Diversified Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 11.39% with an annualized volatility of 26.89%. The Sharpe ratio of 0.26 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 387.05B |
| Enterprise Value | 360.66B |
| Trailing P/E | 13.53 |
| Forward P/E | 10.8 |
| Price to Book | 1.41 |
| Price to Sales | 3.53 |
| EV/Revenue | 3.29 |
| Profitability | | | Profit Margin | 28.96% | | Operating Margin | 35.96% | | ROE | 10.64% | | ROA | 0.93% |
| Growth | | | Revenue Growth | 8.1% | | Earnings Growth | 24.4% |
| Dividend | | | Dividend Yield | 205.0% | | Payout Ratio | 27.3% | | 5Y Avg Yield | 235.0% |
| Financial Health | | | Total Revenue | 109.59B | | Total Debt | 799.9B | | Total Cash | 851.28B | | Operating Cash Flow | 56.57B |
| Price & Technical | | | 52W High | $57.55$ | | 52W Low | $43.66$ | | 50-Day Avg | $51.97$ | | 200-Day Avg | $52.03$ | | Beta | 1.2 | | Shares Outstanding | 7.1B | | Float Shares | 7.07B | | Insider Holdings | 7.34% | | Institutional Holdings | 70.64% | | Short Ratio | 0.0 | | Short % of Float | 0.0% |
| Analyst Targets | | | Target High | $71.0$ | | Target Low | $57.5$ | | Target Mean | $63.16$ | | Target Median | $62.5$ | | # of Analysts | 22 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.