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BACRP Stock Analysis - BANK OF AMERICA CORP /DE/ AI Rating

BACRP NYSE National Commercial Banks DE CIK: 0000070858
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
72% Confidence

📊 BACRP Key Takeaways

Revenue: $113.1B
Net Margin: 27.0%
Free Cash Flow: $12.6B
Current Ratio: N/A
Debt/Equity: 1.05x
EPS: $3.81
AI Rating: HOLD with 72% confidence

Investment Thesis

Bank of America demonstrates solid profitability with a 27.0% net margin and improving net income (+5.0% YoY), but faces headwinds from declining revenue (-18.4% YoY) and weak interest coverage (1.7x) typical of rate-sensitive banking. The strong equity base ($303.2B) and substantial asset portfolio ($3.4T) provide stability, though ROE of 10.1% suggests moderate capital efficiency.

BACRP Strengths

  • + Strong net profit margin of 27.0% indicates effective cost management and pricing power
  • + Robust absolute profitability with $30.5B net income showing +5.0% YoY growth despite revenue decline
  • + Solid balance sheet with $231.8B cash and $303.2B stockholders equity providing financial cushion
  • + Positive free cash flow of $12.6B demonstrates ability to service debt and pay dividends

BACRP Risks

  • ! Revenue decline of 18.4% YoY indicates significant headwinds from lower net interest margins or reduced lending volume
  • ! Weak interest coverage ratio of 1.7x suggests limited cushion if interest rates decline or credit costs rise
  • ! Modest ROE of 10.1% and ROA of 0.9% indicate capital is not generating optimal returns
  • ! High leverage with debt-to-equity of 1.05x leaves limited flexibility for adverse economic scenarios

Key Metrics to Watch

BACRP Financial Metrics

Revenue
$113.1B
Net Income
$30.5B
EPS (Diluted)
$3.81
Free Cash Flow
$12.6B
Total Assets
$3.4T
Cash Position
$231.8B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BACRP Profitability Ratios

Gross Margin N/A
Operating Margin 33.3%
Net Margin 27.0%
ROE 10.1%
ROA 0.9%
FCF Margin 11.2%

BACRP vs Finance Sector

How BANK OF AMERICA CORP /DE/ compares to Finance sector averages

Net Margin
BACRP 27.0%
vs
Sector Avg 25.0%
BACRP Sector
ROE
BACRP 10.1%
vs
Sector Avg 12.0%
BACRP Sector
Current Ratio
BACRP 0.0x
vs
Sector Avg 1.2x
BACRP Sector
Debt/Equity
BACRP 1.0x
vs
Sector Avg 2.0x
BACRP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BACRP Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.05x
Debt/Assets
91.1%
Interest Coverage
1.69x
Long-term Debt
$317.8B

BACRP 5-Year Financial Trend

BACRP 5-year financial data: Year 2021: Revenue $91.2B, Net Income $27.4B, EPS $2.75. Year 2022: Revenue $95.0B, Net Income $17.9B, EPS $1.87. Year 2023: Revenue $98.6B, Net Income $32.0B, EPS $3.57. Year 2024: Revenue $101.9B, Net Income $27.5B, EPS $3.19. Year 2025: Revenue $113.1B, Net Income $26.3B, EPS $3.05.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BANK OF AMERICA CORP /DE/'s revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.05 reflects profitable operations.

BACRP Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.2%
Free cash flow / Revenue

BACRP Quarterly Performance

Quarterly financial performance data for BANK OF AMERICA CORP /DE/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $25.3B $6.9B $0.81
Q2 2025 $25.4B $6.9B $0.83
Q1 2025 $25.8B $6.7B $0.76
Q3 2024 $25.2B $6.9B $0.81
Q2 2024 $25.2B $6.9B $0.83
Q1 2024 $25.8B $6.7B $0.76
Q3 2023 $24.5B $7.1B $0.81
Q2 2023 $22.7B $6.2B $0.73

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BACRP Capital Allocation

Operating Cash Flow
$12.6B
Cash generated from operations
Stock Buybacks
$21.4B
Shares repurchased (TTM)
Dividends Paid
$704.0M
Returned to shareholders

BACRP SEC Filings

Access official SEC EDGAR filings for BANK OF AMERICA CORP /DE/ (CIK: 0000070858)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 4 xslF345X05/form4.xml View →
Mar 17, 2026 4 xslF345X05/primary_doc.xml View →
Mar 13, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about BACRP

What is the AI rating for BACRP?

BANK OF AMERICA CORP /DE/ (BACRP) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BACRP's key strengths?

Strong net profit margin of 27.0% indicates effective cost management and pricing power. Robust absolute profitability with $30.5B net income showing +5.0% YoY growth despite revenue decline.

What are the risks of investing in BACRP?

Revenue decline of 18.4% YoY indicates significant headwinds from lower net interest margins or reduced lending volume. Weak interest coverage ratio of 1.7x suggests limited cushion if interest rates decline or credit costs rise.

What is BACRP's revenue and growth?

BANK OF AMERICA CORP /DE/ reported revenue of $113.1B.

Does BACRP pay dividends?

BANK OF AMERICA CORP /DE/ pays dividends, with $704.0M distributed to shareholders in the trailing twelve months.

Where can I find BACRP SEC filings?

Official SEC filings for BANK OF AMERICA CORP /DE/ (CIK: 0000070858) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BACRP's EPS?

BANK OF AMERICA CORP /DE/ has a diluted EPS of $3.81.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI