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Bank Of America Stock Presentation

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Braeden Lipe
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| 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 +
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!!

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Bank Of America Stock Presentation

  • 1. | Braeden Lipe | UCD Portfolio Management | Financials Sector | Ticker Symbol: BAC
  • 2. 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 |
  • 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.
  • 10. 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
  • 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!!