BA
Bank of America Corporation
BAC · Financial Services
Company brief
BA
BACFinancial Services$312B

Bank of America Corporation

Second largest bank in the United States providing consumer and commercial banking, securities brokerage, asset management, and other financial services through global operations.

Moat score
9.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$51.16
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+12%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
11.2x

Forward P/E around 11.2x means investors pay about $11.2 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
11.1x

A P/E around 11.1x means investors pay about $11.1 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$4.19
Market Cap
$353.2B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

The stock continues to trade on the balance between BAC’s large banking footprint and a valuation around forward earnings.

Watch signal

Forward P/E around 11.2x stays in line with the business mix and market sentiment.

What you own

Bank of America Corporation is exposure to financial services operating model with high switching costs and 103% net revenue retention.

Base thesis

Regulatory moat: Federal banking charter creates 10+ year regulatory approval cycles for competitors

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
9.2Moat Score
Net Revenue Retention103%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Regulatory moat: Federal banking charter creates 10+ year regulatory approval cycles for competitors
  • Network effects: 4,300 branches and 16,000 ATMs create unmatched physical presence
  • Data advantage: 68M consumer relationships provide unique credit and behavioral insights
  • Switching costs: Average commercial client uses 12+ integrated BAC services, creating massive exit friction
  • Capital requirements: $200B+ regulatory capital creates insurmountable barriers to entry
  • AI opportunity: Proprietary transaction data enables superior fraud detection and personalized products