COMP <GO>
BOKF vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
BOK Financial Corporation (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: BOKF 6
— BAC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BOKF
LAST: $132.37 (+1.78%) • MKT CAP: $8.04B
roic
2.90%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOKF VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOKF | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.90% | 2.50% | +0.40 | BOKF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.8x | 30.2x | -3.40 | BOKF | /valuation <GO> |
| Free Cash Flow Yield | 7.94% | 2.10% | +5.84 | BOKF | /fcf-yield <GO> |
| Operating Margin | 31.30% | 32.90% | -1.60 | BAC | /operating-margins <GO> |
| Net Profit Margin | 25.70% | 27.00% | -1.30 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 6.80% | -3.50 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.83% | 0.00% | +1.83 | BOKF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.1 | 38.3 | +20.80 | BOKF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.90 | +0.24 | BOKF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 10.9x | +2.00 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.04B | $357.61B | -$349.57B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOKF REV | BAC REV | BOKF GROSS % | BAC GROSS % | BOKF FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $113.10B | — | — | $739.6M | $7.52B |
| FY 2024 | $0 | $105.86B | — | — | $1.43B | -$13.57B |
| FY 2023 | $0 | $102.77B | — | — | $66.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOKF // BETA 1.14
BAC // BETA 0.90