Bankunited Stock Beta
| BKU Stock | USD 25.87 0.68 2.70% |
BankUnited fundamentals help investors to digest information that contributes to BankUnited's financial success or failures. It also enables traders to predict the movement of BankUnited Stock. The fundamental analysis module provides a way to measure BankUnited's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BankUnited stock.
BankUnited | Beta |
BankUnited Company Beta Analysis
BankUnited's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current BankUnited Beta | 1.34 |
Most of BankUnited's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BankUnited is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
BankUnited Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for BankUnited is extremely important. It helps to project a fair market value of BankUnited Stock properly, considering its historical fundamentals such as Beta. Since BankUnited's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of BankUnited's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of BankUnited's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, BankUnited has a Beta of 1.336. This is 62.93% higher than that of the Banks sector and significantly higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
BankUnited Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BankUnited's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of BankUnited could also be used in its relative valuation, which is a method of valuing BankUnited by comparing valuation metrics of similar companies.BankUnited is currently under evaluation in beta category among related companies.
BankUnited Current Valuation Drivers
We derive many important indicators used in calculating different scores of BankUnited from analyzing BankUnited's financial statements. These drivers represent accounts that assess BankUnited's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of BankUnited's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 3.5B | 3.2B | 3.8B | 2.7B | 2.4B | 2.5B | |
| Enterprise Value | 8.2B | 6.6B | 6.1B | 8.2B | 7.6B | 5.5B |
BankUnited Institutional Holders
Institutional Holdings refers to the ownership stake in BankUnited that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of BankUnited's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing BankUnited's value.| Shares | Ameriprise Financial Inc | 2023-12-31 | 1.5 M | Jennison Associates Llc | 2023-12-31 | 1.5 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.4 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 1.4 M | Millennium Management Llc | 2023-12-31 | 1.4 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.3 M | Royce & Associates, Lp | 2023-12-31 | 1.1 M | Aristotle Capital Boston, Llc | 2023-12-31 | 972.3 K | Neuberger Berman Group Llc | 2023-12-31 | 817.4 K | Blackrock Inc | 2023-12-31 | 10.8 M | Vanguard Group Inc | 2023-12-31 | 9.2 M |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, BankUnited will likely underperform.
BankUnited Fundamentals
| Return On Equity | 0.0679 | ||||
| Return On Asset | 0.0048 | ||||
| Profit Margin | 0.20 % | ||||
| Operating Margin | 0.36 % | ||||
| Current Valuation | 6.13 B | ||||
| Shares Outstanding | 74.77 M | ||||
| Shares Owned By Insiders | 1.00 % | ||||
| Shares Owned By Institutions | 99.00 % | ||||
| Number Of Shares Shorted | 3.47 M | ||||
| Price To Earning | 10.55 X | ||||
| Price To Book | 0.73 X | ||||
| Price To Sales | 2.16 X | ||||
| Revenue | 1.94 B | ||||
| Gross Profit | 915.44 M | ||||
| EBITDA | 40.88 M | ||||
| Net Income | 175.11 M | ||||
| Cash And Equivalents | 726.14 M | ||||
| Cash Per Share | 9.36 X | ||||
| Total Debt | 5.82 B | ||||
| Debt To Equity | 0.18 % | ||||
| Book Value Per Share | 35.31 X | ||||
| Cash Flow From Operations | 657.5 M | ||||
| Short Ratio | 4.14 X | ||||
| Earnings Per Share | 2.38 X | ||||
| Price To Earnings To Growth | 0.28 X | ||||
| Target Price | 30.36 | ||||
| Number Of Employees | 1.59 K | ||||
| Beta | 1.34 | ||||
| Market Capitalization | 1.93 B | ||||
| Total Asset | 35.76 B | ||||
| Retained Earnings | 2.65 B | ||||
| Annual Yield | 0.05 % | ||||
| Five Year Return | 2.60 % | ||||
| Net Asset | 35.76 B | ||||
| Last Dividend Paid | 1.1 |
About BankUnited Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze BankUnited's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BankUnited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BankUnited based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with BankUnited
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BankUnited position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BankUnited will appreciate offsetting losses from the drop in the long position's value.Moving together with BankUnited Stock
| 0.75 | AX | Axos Financial Financial Report 25th of April 2024 | PairCorr |
| 0.92 | BY | Byline Bancorp Earnings Call This Week | PairCorr |
| 0.86 | PB | Prosperity Bancshares Earnings Call This Week | PairCorr |
Moving against BankUnited Stock
| 0.54 | KB | KB Financial Group Earnings Call This Week | PairCorr |
| 0.52 | VBFC | Village Bank | PairCorr |
| 0.5 | TECTP | Tectonic Financial | PairCorr |
| 0.46 | WF | Woori Financial Group Financial Report 21st of May 2024 | PairCorr |
The ability to find closely correlated positions to BankUnited could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BankUnited when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BankUnited - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BankUnited to buy it.
The correlation of BankUnited is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BankUnited moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BankUnited moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BankUnited can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out BankUnited Piotroski F Score and BankUnited Altman Z Score analysis. For more information on how to buy BankUnited Stock please use our How to Invest in BankUnited guide.You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Complementary Tools for BankUnited Stock analysis
When running BankUnited's price analysis, check to measure BankUnited's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BankUnited is operating at the current time. Most of BankUnited's value examination focuses on studying past and present price action to predict the probability of BankUnited's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BankUnited's price. Additionally, you may evaluate how the addition of BankUnited to your portfolios can decrease your overall portfolio volatility.
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Is BankUnited's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BankUnited. If investors know BankUnited will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BankUnited listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.09) | Dividend Share 1.1 | Earnings Share 2.38 | Revenue Per Share 11.938 | Quarterly Revenue Growth 0.008 |
The market value of BankUnited is measured differently than its book value, which is the value of BankUnited that is recorded on the company's balance sheet. Investors also form their own opinion of BankUnited's value that differs from its market value or its book value, called intrinsic value, which is BankUnited's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BankUnited's market value can be influenced by many factors that don't directly affect BankUnited's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BankUnited's value and its price as these two are different measures arrived at by different means. Investors typically determine if BankUnited is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BankUnited's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.