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Truist Financial Corporation TFC

Financial Services · Banks - Regional · United States · S&P 500

62
Profitability
46
Growth
52
Valuation
100
Financial strength
—
Momentum
49

Based on the available data, Truist Financial Corporation gets an algorithmic score of 62/100. It trades at 46.44 $, with a sideways/transition technical trend (RSI 31.1) and 24.4% annual volatility.

Updated: 2026-09-30

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Strengths

  • High net margin (30.7%): pricing power / competitive advantage.
  • Attractive free-cash-flow yield (10.1%).
  • Low valuation (P/E 9.3).
  • Meaningful dividend (4.48%).

Weaknesses

  • —

Fundamentals

P/E10.68
Forward P/E9.32
PEG1.10
P/B0.97
P/S2.98
ROE %9.06
ROA %1.06
Gross margin %0.00
Operating margin %39.81
Net margin %30.69
Revenue growth % (y/y)8.20
Earnings growth % (y/y)36.70
Revenue CAGR %0.57
Earnings CAGR %-5.36
FCF yield %10.12
Dividend yield %4.48
Payout %47.82

Returns

1 month-7.9 %
3 months-5.9 %
6 months+6.2 %
YTD-3.8 %
1 year+5.2 %
3 years+91.7 %
5 years+10.1 %

Risk

1-year volatility24.4 %
Beta1.05
5-year max drawdown-59.1 %
Sharpe 1A0.17

Macroeconomic context

Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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