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Bank of America (BAC) Reports Q4 Earnings: What Key Metrics Have to Say

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Bank of America (BAC - Free Report) reported $21.96 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 10.5%. EPS of $0.70 for the same period compares to $0.85 a year ago.

The reported revenue represents a surprise of -8.79% over the Zacks Consensus Estimate of $24.07 billion. With the consensus EPS estimate being $0.69, the EPS surprise was +1.45%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Bank of America performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Efficiency Ratio (FTE basis): 80.2% compared to the 67% average estimate based on seven analysts.
  • Net interest income/yield on earning assets - Yield/rate: 2% versus the seven-analyst average estimate of 2%.
  • Total earning assets - Average balance: $2,829.77 billion versus $2,734.69 billion estimated by seven analysts on average.
  • Net charge-off / Average Loans: 0.5% versus 0.4% estimated by six analysts on average.
  • Total nonperforming loans, leases and foreclosed properties: $5.63 billion compared to the $5.33 billion average estimate based on five analysts.
  • Tier 1 Capital Ratio: 13.5% versus the four-analyst average estimate of 13.6%.
  • Total Non-Performing Loans: $5.49 billion compared to the $5.30 billion average estimate based on four analysts.
  • Tier 1 Leverage Ratio: 7.1% versus 7.3% estimated by three analysts on average.
  • Total Noninterest Income: $8.01 billion versus the seven-analyst average estimate of $9.56 billion.
  • Net Interest Income- Fully taxable-equivalent basis: $14.09 billion versus the seven-analyst average estimate of $14.03 billion.
  • Investment banking fees: $1.15 billion versus the six-analyst average estimate of $1.09 billion.
  • Other income: -$1 billion versus -$1.16 billion estimated by six analysts on average.
View all Key Company Metrics for Bank of America here>>>

Shares of Bank of America have returned -2.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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