XBRL Metrics

This pipeline fetches SEC EDGAR 10k and 10q filings of more than 600 companies, extracts the XBRL facts, computes derived metrics, and links them to yfinance course data. This data stream is as pure as possible.

Everything the charts are drawn from, for BAC, in pipeline order: what EDGAR returned, what was derived from it, what was computed, and the latest state. Every table downloads at full precision.

BAC is covered here under the financial profile. Every figure below is computed from BAC's own SEC EDGAR XBRL filings, as of 2026-09-18. Trailing-twelve-month revenue is 121.10B; year-over-year revenue growth is 9.74%. BAC trades at a P/TBV of 1.7531, on a market capitalisation of 406.84B.

Facts

Showing the most recent 16 periods. Raw is what EDGAR returned; derived is what the pipeline computed from it. Columns are grouped so a concept sits next to its own derivations.

Raw & derived facts

Straight from EDGAR, plus what the pipeline built on top. Revenue next to Revenue_TTM is the TTM derivation, auditable.

16 of 75 periods · 37 concepts

Raw & derived facts for the selected ticker
endAssetsCashAndEquivalentsDepreciationAndAmortizationDepreciationAndAmortization_TTMDividendsPerShareDividendsPerShare_TTMEPS_QUARTERLY_CALCEPS_TTM_CALCGoodwillIncomeTaxExpenseIncomeTaxExpense_TTMLongTermDebtNetIncomeLossNetIncomeLoss_TTMNetInterestIncomeNetInterestIncome_TTMNoninterestExpenseNoninterestExpense_TTMNoninterestIncomeNoninterestIncome_TTMOperatingCashFlowOperatingCashFlow_TTMPPNRPPNR_QUARTERLYPretaxIncomePretaxIncome_TTMProvisionForCreditLossesProvisionForCreditLosses_TTMRevenueRevenue_TTMSharesOutstandingStockIssuedStockIssued_TTMStockRepurchasedStockRepurchased_TTMStockholdersEquityTangibleEquity
2026-06-303.50T28.10B612.00M2.40B0.28001.12001.24404.613969.02B2.49B10.21B339.86B9.07B33.66B16.00B62.73B18.63B71.93B15.56B58.37B29.04B94.74B49.17B12.93B11.56B43.86B31.56B121.10B7.29B6.01B24.86B301.09B232.07B
2026-03-313.50T27.12B605.00M2.35B0.28001.10001.15734.280669.02B1.82B9.21B325.96B8.58B31.75B15.74B61.40B18.53B70.49B14.53B55.59B41.77B56.57B46.49B11.74B10.40B40.96B30.27B116.98B7.42B7.24B24.15B300.67B231.65B
2025-12-313.41T28.59B594.00M2.31B0.28001.08000.98013.974469.02B4.91B9.03B317.82B7.53B30.53B15.75B60.10B17.44B69.73B15.43B54.86B-22.95B12.61B45.23B13.74B12.44B39.56B31.18B114.96B7.68B6.31B21.43B303.24B234.22B
2025-09-303.40T25.35B584.00M2.28B0.28001.06001.11043.868469.02B987.00M8.69B311.48B8.47B29.50B15.23B58.70B17.34B69.08B12.86B54.39B46.87B61.47B44.02B10.75B9.46B38.20B28.09B113.09B7.63B2.50B5.30B18.66B304.15B235.13B
2025-06-303.44T26.66B571.00M2.24B0.26001.04000.93713.650569.02B1.50B8.13B313.42B7.17B27.93B14.67B57.44B17.18B68.22B12.77B52.91B-9.13B-22.68B42.13B10.26B8.67B36.07B27.44B110.35B7.65B3.00B5.30B16.89B298.02B229.00B
2025-03-313.35T24.73B565.00M2.22B0.26001.02000.94713.559469.02B1.64B7.30B304.15B7.36B27.66B14.44B56.47B17.77B67.34B13.80B51.81B-2.18B4.55B40.94B10.48B9.00B34.96B28.25B108.28B7.77B4.52B15.12B293.95B224.93B
2024-12-313.26T26.00B559.00M2.19B0.26001.00000.81983.398969.02B4.57B6.25B283.28B6.51B26.97B14.36B56.06B16.79B66.81B14.96B49.80B25.91B-8.80B39.04B12.53B11.08B33.22B29.32B105.86B7.94B3.54B13.10B293.96B224.94B
2024-09-303.32T24.85B549.00M2.16B0.26000.87272.961469.02B428.00M6.06B296.93B6.90B23.40B13.97B55.65B16.48B67.76B11.38B47.04B-37.28B-2.00B34.93B8.87B7.32B29.46B25.34B102.69B7.90B3.53B10.38B296.51B227.49B
2024-06-303.26T25.85B543.00M2.12B0.24000.86643.053369.02B663.00M5.92B290.47B6.90B24.31B13.70B56.06B16.31B67.11B11.68B46.45B18.10B47.05B35.39B9.07B7.56B30.23B25.38B102.51B7.96B3.54B7.85B293.89B224.87B
2024-03-313.27T23.55B538.00M2.09B0.24000.83103.090169.02B588.00M5.88B296.35B6.67B24.82B14.03B56.52B17.24B66.84B11.79B45.81B-15.54B40.74B35.48B8.58B7.26B30.70B25.82B102.33B8.03B2.50B4.86B293.55B224.53B
2023-12-313.18T27.89B527.00M2.06B0.36313.255469.02B4.38B6.22B302.20B2.93B26.30B13.95B56.93B17.73B65.84B12.20B45.84B32.72B44.98B36.92B8.42B7.31B32.53B26.15B102.77B8.08B811.00M4.58B290.21B221.19B
2023-09-303.15T25.25B517.00M2.03B0.96613.777069.02B293.00M2.61B290.36B7.80B30.50B14.38B57.67B15.84B63.66B10.79B43.49B11.77B43.26B37.50B9.33B8.10B33.12B25.17B101.15B8.08B1.00B4.76B287.06B218.04B
2023-06-303.12T29.65B510.00M2.01B0.91683.685769.02B626.00M3.54B286.07B7.41B29.78B14.16B57.05B16.04B63.12B11.04B43.44B11.79B44.64B37.37B9.16B8.03B33.32B25.20B100.49B8.08B550.00M4.21B283.32B214.30B
2023-03-313.19T29.33B503.00M1.99B0.99743.498069.02B928.00M3.56B283.87B8.16B28.62B14.45B55.34B16.24B62.36B11.81B42.64B-11.30B27.80B35.62B10.02B9.09B32.18B26.26B97.98B8.18B2.21B4.64B280.20B211.17B
2022-12-313.05T30.33B502.00M1.98B0.87323.370469.02B765.00M3.44B275.98B7.13B27.53B14.68B52.46B15.54B61.44B9.85B42.49B31.00B-6.33B33.51B8.99B7.90B30.97B24.53B94.95B8.17B0.004.43B998.00M5.07B273.20B204.18B
2022-09-303.07T27.80B491.00M1.97B0.86783.358669.02B1.22B3.48B269.12B7.08B27.41B13.77B49.19B15.30B60.63B10.74B43.29B13.15B7.33B31.85B9.20B8.30B30.89B845.00M987.00M24.50B92.48B8.16B0.005.69B450.00M11.61B269.52B200.50B
Copy table — 8 periods, ~4,400 characters
end,Assets,CashAndEquivalents,DepreciationAndAmortization,DepreciationAndAmortization_TTM,DividendsPerShare,DividendsPerShare_TTM,EPS_QUARTERLY_CALC,EPS_TTM_CALC,Goodwill,IncomeTaxExpense,IncomeTaxExpense_TTM,LongTermDebt,NetIncomeLoss,NetIncomeLoss_TTM,NetInterestIncome,NetInterestIncome_TTM,NoninterestExpense,NoninterestExpense_TTM,NoninterestIncome,NoninterestIncome_TTM,OperatingCashFlow,OperatingCashFlow_TTM,PPNR,PPNR_QUARTERLY,PretaxIncome,PretaxIncome_TTM,ProvisionForCreditLosses,ProvisionForCreditLosses_TTM,Revenue,Revenue_TTM,SharesOutstanding,StockIssued,StockIssued_TTM,StockRepurchased,StockRepurchased_TTM,StockholdersEquity,TangibleEquity
2026-06-30,3499191000000.0,28100000000.0,612000000.0,2395000000.0,0.28,1.12,1.2440020838474404,4.6139398426146805,69021000000.0,2491000000.0,10205000000.0,339863000000.0,9074000000.0,33655000000.0,15997000000.0,62725000000.0,18627000000.0,71932000000.0,15561000000.0,58373000000.0,29043000000.0,94742000000.0,49166000000.0,12931000000.0,11565000000.0,43860000000.0,,,31558000000.0,121098000000.0,7294200000.0,,,6006000000.0,24856000000.0,301094000000.0,232073000000.0
2026-03-31,3496186000000.0,27125000000.0,605000000.0,2354000000.0,0.28,1.1,1.157263228850691,4.280552746882373,69021000000.0,1820000000.0,9212000000.0,325964000000.0,8584000000.0,31751000000.0,15745000000.0,61398000000.0,18531000000.0,70488000000.0,14527000000.0,55585000000.0,41770000000.0,56567000000.0,46495000000.0,11741000000.0,10404000000.0,40963000000.0,,,30272000000.0,116983000000.0,7417500000.0,,,7240000000.0,24152000000.0,300668000000.0,231647000000.0
2025-12-31,3411738000000.0,28595000000.0,594000000.0,2314000000.0,0.28,1.08,0.9800934786288065,3.974404041193089,69021000000.0,4907000000.0,9029000000.0,317816000000.0,7528000000.0,30527000000.0,15750000000.0,60096000000.0,17437000000.0,69727000000.0,15430000000.0,54862000000.0,-22945000000.0,12613000000.0,45231000000.0,13743000000.0,12435000000.0,39556000000.0,,,31180000000.0,114958000000.0,7680900000.0,,,6310000000.0,21433000000.0,303243000000.0,234222000000.0
2025-09-30,3403716000000.0,25352000000.0,584000000.0,2279000000.0,0.28,1.06,1.1103827142688572,3.868442789526819,69021000000.0,987000000.0,8693000000.0,311484000000.0,8469000000.0,29505000000.0,15233000000.0,58705000000.0,17337000000.0,69077000000.0,12855000000.0,54389000000.0,46874000000.0,61472000000.0,44017000000.0,10751000000.0,9456000000.0,38198000000.0,,,28088000000.0,113094000000.0,7627100000.0,2497000000.0,,5300000000.0,18658000000.0,304152000000.0,235131000000.0
2025-06-30,3440798000000.0,26661000000.0,571000000.0,2244000000.0,0.26,1.04,0.93705891578232,3.650478331329395,69021000000.0,1498000000.0,8134000000.0,313418000000.0,7170000000.0,27932000000.0,14670000000.0,57439000000.0,17183000000.0,68219000000.0,12773000000.0,52912000000.0,-9132000000.0,-22678000000.0,42132000000.0,10260000000.0,8668000000.0,36066000000.0,,,27443000000.0,110351000000.0,7651600000.0,2996000000.0,,5302000000.0,16892000000.0,298021000000.0,229000000000.0
2025-03-31,3349039000000.0,24734000000.0,565000000.0,2216000000.0,0.26,1.02,0.9471354300715499,3.5593503886343747,69021000000.0,1637000000.0,7299000000.0,304146000000.0,7360000000.0,27659000000.0,14443000000.0,56471000000.0,17770000000.0,67345000000.0,13804000000.0,51814000000.0,-2184000000.0,4550000000.0,40940000000.0,10477000000.0,8997000000.0,34958000000.0,,,28247000000.0,108285000000.0,7770800000.0,,,4521000000.0,15125000000.0,293949000000.0,224928000000.0
2024-12-31,3261299000000.0,26003000000.0,559000000.0,2189000000.0,0.26,1.0,0.8198291287582853,3.398901181985433,69021000000.0,4571000000.0,6250000000.0,283279000000.0,6506000000.0,26973000000.0,14359000000.0,56060000000.0,16787000000.0,66812000000.0,14957000000.0,49796000000.0,25914000000.0,-8805000000.0,39044000000.0,12529000000.0,11077000000.0,33223000000.0,,,29316000000.0,105856000000.0,7935800000.0,,,3535000000.0,13104000000.0,293963000000.0,224942000000.0
2024-09-30,3324293000000.0,24847000000.0,549000000.0,2157000000.0,0.26,,0.8726794143328989,2.9613647005226458,69021000000.0,428000000.0,6057000000.0,296927000000.0,6896000000.0,23401000000.0,13967000000.0,55647000000.0,16479000000.0,67756000000.0,11378000000.0,47040000000.0,-37276000000.0,-1995000000.0,34931000000.0,8866000000.0,7324000000.0,29458000000.0,,,25345000000.0,102687000000.0,7902100000.0,,,3534000000.0,10380000000.0,296512000000.0,227491000000.0

Calculated metrics

What the pipeline computes from the facts above. Quality flags are pulled out below rather than left as 0/1 columns between the ratios.

16 of 73 periods · 14 concepts

Calculated metrics for the selected ticker
endeffective_tax_rateefficiency_ratioefficiency_ratio_quarterlyequity_to_assetsincome_yoy_growthnet_interest_marginpayout_ratiopayout_ratio_quarterlyprovision_ratioprovision_ratio_quarterlyrevenue_yoy_growthroaroerotce
2026-06-300.232759.40%0.59028.60%20.49%1.79%24.27%0.22519.74%0.96%11.18%0.1450
2026-03-310.224960.25%0.61218.60%14.79%1.76%25.70%0.24208.03%0.91%10.56%0.1371
2025-12-310.228360.65%0.55928.89%13.18%1.76%27.17%0.28578.60%0.89%10.07%0.1303
2025-09-300.227661.08%0.61728.94%26.08%1.72%27.40%0.252210.13%0.87%9.70%0.1255
2025-06-300.225561.82%0.62618.66%14.91%1.67%28.49%0.27757.65%0.81%9.37%0.1220
2025-03-310.208862.19%0.62918.78%11.45%1.69%28.66%0.27455.82%0.83%9.41%0.1230
2024-12-310.188163.12%0.57269.01%2.54%1.72%29.42%0.31713.00%0.83%9.18%0.1199
2024-09-300.205665.98%0.65028.92%-23.28%1.67%0.29791.52%0.70%7.89%0.1029
2024-06-300.195965.47%0.64279.02%-18.39%1.72%0.27702.01%0.75%8.27%0.1081
2024-03-310.191765.32%0.66768.97%-13.29%1.73%0.28884.44%0.76%8.45%0.1105
2023-12-310.191464.07%0.67819.13%-4.44%1.79%8.23%0.83%9.06%0.1189
2023-09-300.078962.93%0.62939.10%11.29%1.83%9.38%0.97%10.63%0.1399
2023-06-300.106262.81%0.63659.07%6.30%1.83%10.74%0.95%10.51%0.1390
2023-03-310.110563.64%0.61848.77%-7.66%1.73%9.45%0.90%10.21%0.1355
2022-12-310.111164.71%0.63368.95%-13.92%1.72%6.55%0.90%10.08%0.1348
2022-09-300.112765.56%0.62468.77%-9.94%1.60%1.07%0.03456.11%0.89%10.17%0.1367
Copy table — 8 periods, ~2,222 characters
end,effective_tax_rate,efficiency_ratio,efficiency_ratio_quarterly,equity_to_assets,income_yoy_growth,net_interest_margin,payout_ratio,payout_ratio_quarterly,provision_ratio,provision_ratio_quarterly,revenue_yoy_growth,roa,roe,rotce
2026-06-30,0.23267213862289102,0.5939982493517647,0.5902465301983649,0.08604674623362943,0.2048904482314191,0.01792557193934255,0.24274265339474077,0.22508000881639853,,,0.09738923978939917,0.009617937403245493,0.11177572452456708,0.14501902418635515
2026-03-31,0.2248858726167517,0.6025490883290735,0.6121498414376322,0.08599885704021468,0.14794461115730861,0.017561422647422078,0.2569761582312368,0.24195013979496738,,,0.08032506810730933,0.009081610646573151,0.10560152726595448,0.137066312104193
2025-12-31,0.2282586712508848,0.6065432592773012,0.5592366901860166,0.08888226469910644,0.13176139102065032,0.017614482706468083,0.2717388541291316,0.2856870350690755,,,0.08598473397823447,0.008947639003932892,0.10066844082138747,0.1303336151172819
2025-09-30,0.2275773600712079,0.6107927918368791,0.6172386784391911,0.08935880666894652,0.2608435536942866,0.017247326157646525,0.27401206575156756,0.2521653087731728,,,0.10134681118349942,0.008668467051892696,0.0970074173439596,0.12548324125700142
2025-06-30,0.2255309709976155,0.6182001069315185,0.6261341690048464,0.08661391921292677,0.1491339943226231,0.016693511214549647,0.28489417155950164,0.2774638772663877,,,0.07650059994732161,0.008117884281495165,0.09372493884659135,0.12197379912663756
2025-03-31,0.20879340923393785,0.6219236274645611,0.6290933550465536,0.08777114867877024,0.11447336610524617,0.016861852011875646,0.2865691456668716,0.27451195652173915,,,0.05820441907963536,0.008258787072948389,0.09409455381715875,0.12296823872528098
2024-12-31,0.18812268609096108,0.6311593107617895,0.5726224587256106,0.09013678291993467,0.025394411708800524,0.017189469594784165,0.2942127312497683,0.31713925607131876,,,0.030038241103834906,0.00827063081305946,0.09175644553906444,0.11991091036800597
2024-09-30,0.20561477357593863,0.6598303582731991,0.6501874136910634,0.08919550713490057,-0.23282955774841818,0.016739499195768844,,0.29793300464037126,,,0.01515511003025094,0.0070393915337787615,0.07892092056982516,0.10286560787020146

Quality flags

Distortion of data.

Quality flags, how often and how recently
flagraisedperiods evaluatedmost recent
buyback_distortion_flag072
inorganic_contaminated068
low_tax_rate_flag11552023-09-30
share_count_jump_flag6722010-03-31
Per-period flag values
Quality flags per period
endbuyback_distortion_flaginorganic_contaminatedlow_tax_rate_flagshare_count_jump_flag
2026-06-300000
2026-03-310000
2025-12-310000
2025-09-300000
2025-06-300000
2025-03-310000
2024-12-310000
2024-09-300000
2024-06-300000
2024-03-310000
2023-12-310000
2023-09-300010
2023-06-300000
2023-03-310000
2022-12-310000
2022-09-300000

Valuation history

Multiples over time, priced off the closing price nearest each period end.

16 of 75 periods · 6 concepts

Valuation history for the selected ticker
endbuyback_distortion_flagdividend_yieldp_ppnrp_tbvpe_ratiope_to_revenue_growth
2026-06-300.00001.98%8.41061.781812.28681.2616
2026-03-310.00002.28%7.69781.545111.27231.4033
2025-12-310.00002.00%9.19241.775213.62011.5840
2025-09-300.00002.10%8.75271.638513.05781.2884
2025-06-300.00002.26%8.36791.539512.62191.6499
2025-03-310.00002.53%7.66741.395611.34901.9498
2024-12-310.00002.37%8.59301.491512.43854.1409
2024-09-300.00008.58701.318512.8179
2024-06-300.00008.50171.338112.37956.1584
2024-03-310.00008.10771.281311.59242.6117
2023-12-310.00006.91201.15399.70231.1782
2023-09-300.00005.48790.94386.74630.7191
2023-06-300.00005.72620.99857.18440.6688
2023-03-310.00006.01501.01477.48630.7922
2022-12-310.00007.34341.20538.93971.3648
2022-09-300.00006.99821.11178.13271.3308
Copy table — 8 periods, ~928 characters
end,buyback_distortion_flag,dividend_yield,p_ppnr,p_tbv,pe_ratio,pe_to_revenue_growth
2026-06-30,0.0,0.019756306749508217,8.410562689475142,1.7818260857175754,12.286843713883073,1.2616223045228552
2026-03-31,0.0,0.02279706232812773,7.6977730260919355,1.545057595600826,11.272336520051164,1.4033398023381716
2025-12-31,0.0,0.019951250020700667,9.192413794991982,1.7751623176357574,13.62014178796745,1.5840185993266143
2025-09-30,0.0,0.020984587458952743,8.752748110605411,1.6385321951785108,13.057777108439872,1.2884250580708796
2025-06-30,0.0,0.022571356945175307,8.36788789869928,1.5395452093799042,12.621933730058645,1.6499130384271654
2025-03-31,0.0,0.02525065431584037,7.667352473636808,1.395563959447872,11.348979003965832,1.949848342002717
2024-12-31,0.0,0.02365342264242434,8.592952638209299,1.4915100017170821,12.438484514375261,4.140883106763289
2024-09-30,0.0,,8.586993043431095,1.3185236075277331,12.817924618609956,

Current snapshot

45 concepts · as of 2026-09-18 · one row per concept, so a profile that does not apply is simply absent

Current snapshot for BAC
conceptavg_p_ppnr_5yavg_p_ppnr_5y_divergesavg_p_ppnr_5y_history_too_shortavg_p_ppnr_5y_medianavg_p_tbv_5yavg_p_tbv_5y_divergesavg_p_tbv_5y_history_too_shortavg_p_tbv_5y_medianavg_pe_5yavg_pe_5y_divergesavg_pe_5y_history_too_shortavg_pe_5y_mediancashdays_past_expected_filingdays_since_last_filingdebtdividend_yielddividends_ttmefficiency_ratioeps_ttmequityequity_to_assetsfiling_likely_overduefundamentals_stalemarket_capnet_interest_marginp_ffo_band_elevatedp_ppnrp_ppnr_band_elevatedp_tbvp_tbv_band_elevatedpe_ratiope_ratio_band_elevatedpe_to_revenue_growthppnr_ttmpriceprovision_ratio_stale_daysrevenue_ttmroashares_basisshares_delta_pctshares_outstandingshares_source_is_edgartangible_equityyoy_growth
value7.83500.00000.00008.23781.32370.00000.00001.366810.06550.00000.000010.929128.10B-49.000080.0000339.86B1.93%1.120059.40%4.6139301.09B8.60%0.00000.0000406.84B1.79%0.00008.27480.00001.75310.000012.60960.00001.294849.17B58.18001369.0000121.10B0.96%0.00004.31096.99B0.0000232.07B0.0974
Copy table — ~1,301 characters
concept,value
avg_p_ppnr_5y,7.835023744686383
avg_p_ppnr_5y_diverges,0.0
avg_p_ppnr_5y_history_too_short,0.0
avg_p_ppnr_5y_median,8.237788113934187
avg_p_tbv_5y,1.323673038208381
avg_p_tbv_5y_diverges,0.0
avg_p_tbv_5y_history_too_short,0.0
avg_p_tbv_5y_median,1.366849716873195
avg_pe_5y,10.065477195014777
avg_pe_5y_diverges,0.0
avg_pe_5y_history_too_short,0.0
avg_pe_5y_median,10.929086326682249
cash,28100000000.0
days_past_expected_filing,-49.0
days_since_last_filing,80.0
debt,339863000000.0
dividend_yield,0.019250601581299417
dividends_ttm,1.12
efficiency_ratio,0.5939982493517647
eps_ttm,4.6139398426146805
equity,301094000000.0
equity_to_assets,0.08604674623362943
filing_likely_overdue,0.0
fundamentals_stale,0.0
market_cap,406838099875.7
net_interest_margin,0.01792557193934255
p_ffo_band_elevated,0.0
p_ppnr,8.274785418291096
p_ppnr_band_elevated,0.0
p_tbv,1.7530608897876963
p_tbv_band_elevated,0.0
pe_ratio,12.609613905808942
pe_ratio_band_elevated,0.0
pe_to_revenue_growth,1.2947645892992687
ppnr_ttm,49166000000.0
price,58.18
provision_ratio_stale_days,1369.0
revenue_ttm,121098000000.0
roa,0.009617937403245493
shares_basis,0.0
shares_delta_pct,4.310917814643828
shares_outstanding,6992748365.0
shares_source_is_edgar,0.0
tangible_equity,232073000000.0
yoy_growth,0.09738923978939917