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BOAC34.SA$64.43-0.71%
Fair $64.43+0.0%

BOAC34.SA

Bank of America Corporation

Financial Services / Banks - DiversifiedSão Paulo

$64.43

-0.46 (-0.71%)

Fairly Valued+0.0%Fair Value $64.43Fund rank 22/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 38.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

33/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · BOAC34.SALocal privado en este navegador · Bank of America Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.83T

P/E

12.7x

↑

EV/EBITDA

N/A

•

ROE

10.1%

↑

Gross Margin

N/A

•

Debt/Equity

1.21

↑
52-Week Range$64
$60$79

TradingView lightweight chart

BOAC34.SA price, volumen y niveles de valoración

Último $64.43Periodo +1033.8%
Fair value: $64.43

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+6.0%

FCF CAGR

—

FCF margin

11.2%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.10B · net income $30.51B · FCF $12.61B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

27.0%-2.0% pts

FCF margin

11.2%+17.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$113.10B$113.10B$105.86B$102.77B$94.95B
Net Income$30.51B$30.51B$26.97B$26.30B$27.53B
EPS0.950.950.800.770.80
Net Margin27.0%27.0%25.5%25.6%29.0%
Balance Sheet
Debt/Equity1.211.211.111.151.11
Cash Flow
Free Cash Flow$12.61B$12.61B$-8.80B$44.98B$-6.33B
Returns
ROE10.1%10.1%9.2%9.0%10.1%
Valuation
P/E12.6612.6685.4754.8756.80
P/B6.536.537.414.685.42
Growth & Yield
Revenue Growth6.8%6.8%3.0%8.2%—
EPS Growth18.7%18.7%4.2%-3.4%—
Dividend Yield1.5%1.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

81.7%

muy exigente

EPS terminal req.

$5.72

Spread vs growth

-63.0%

5Y implied EPS CAGR

48.7%

muy exigente

EPS terminal req.

$6.92

Spread vs growth

-30.0%

10Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$11.14

Spread vs growth

-9.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +4.5%

Total return

+4.5%

Start / end P/E

77.9x → 67.6x

EPS bridge

0.80 → 0.95

Residual

-2.5%

EPS growth+18.7%
Multiple rerating-13.2%
Dividend+1.5%
Residual / FX / buybacks / cross-term-2.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.