BAC
Bank of America Corporation
BAC's fundamentals are strong: its operating margin rose 5 points to 35% and revenue grew 15%. At 12x earnings, it's trading in line with its usual 13x. Analysts expect earnings growth.
WT
WisdomTree, Inc.
There isn't enough reported data to score WT yet.
BAC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BAC's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BAC.
WT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| N/A | |
| N/A |
WT's revenue and profitability are currently strong. Free cash flow and net leverage aren't meaningful measures for financial services companies like WT.
BAC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.4x | $39.50 | -22% |
| Forward | 10x | $50.51 | — |
| Current | 12x | $50.51 | — |
| Fair | 13x | $53.81 | +6.5% |
| Expensive | 15x | $62.23 | +23% |
Historical ranges are pointers, not guarantees.
BAC has the edge over WT in the historical PE scenario, which offers more potential upside but is not a forecast.
WT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $9.83 | -55% |
| Fair | 21x | $14.96 | -31% |
| Current | 30x | $21.65 | — |
| Expensive | 49x | $34.64 | +60% |
Historical ranges are pointers, not guarantees.
WT's PE is 30x, but its earnings don't support one, so it isn't a reliable read right now.
BAC Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for BAC, with profitability improving.
WT Forward outlook
There aren't enough analyst estimates for WT to show an outlook.
BAC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.92 | +17% |
| Q3 2026 | $4.19 | +14% |
| Q2 2026 | $4.34 | +27% |
| Q1 2026 | $4.02 | +20% |
| Q4 2025 | $3.81 | +19% |
| Q3 2025 | $3.66 | +33% |
| Q2 2025 | $3.41 | +20% |
| Q1 2025 | $3.35 | +16% |
| Q4 2024 | $3.21 | +4.2% |
BAC's earnings per share have climbed steadily: $4.19 over the past year, up 14% from the year before, and higher year over year for eight quarters in a row.
WT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.71 | +6% |
| Q2 2024 | $0.48 | -37% |
| Q1 2024 | $0.67 | +37% |
| Q4 2023 | $0.64 | +106% |
| Q3 2023 | $0.33 | -39% |
| Q2 2023 | $0.76 | +850% |
| Q1 2023 | $0.49 | +250% |
| Q4 2022 | $0.31 | 0% |
WT earned $0.71 per share over the past year, up 6% from the year before.
BAC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $30B | +6.7% |
| Q2 2026 | $31.6B | +19% |
| Q1 2026 | $30.3B | +11% |
| Q4 2025 | $31.2B | +23% |
| Q3 2025 | $28.1B | +11% |
| Q2 2025 | $26.5B | +4.3% |
| Q1 2025 | $27.4B | +6% |
| Q4 2024 | $25.3B | +15% |
BAC's revenue has grown year over year for 10 quarters in a row: $30B last quarter, up 6.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 30% | -3.7 points |
| Q2 2026 | 37% | +7.6 points |
| Q1 2026 | 34% | +4.7 points |
| Q4 2025 | 40% | +12 points |
| Q3 2025 | 34% | +4.8 points |
| Q2 2025 | 29% | -0.7 points |
| Q1 2025 | 30% | +1.5 points |
| Q4 2024 | 28% | +14 points |
BAC's operating margin was 30% last quarter, down 3.7 points from the same quarter a year ago.
WT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $179.4M | +43% |
| Q2 2026 | $177.2M | +57% |
| Q1 2026 | $159.5M | +48% |
| Q4 2025 | $147.4M | +33% |
| Q3 2025 | $125.6M | +11% |
| Q2 2025 | $112.6M | +5.2% |
| Q1 2025 | $108.1M | +12% |
| Q4 2024 | $110.7M | +22% |
WT has the edge over BAC on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 41% | +5 points |
| Q2 2026 | 41% | +9.8 points |
| Q1 2026 | 37% | +5.6 points |
| Q4 2025 | 41% | +8.9 points |
| Q3 2025 | 36% | +0.3 points |
| Q2 2025 | 31% | -0.6 points |
| Q1 2025 | 32% | +2.8 points |
| Q4 2024 | 32% | +3 points |
WT has the edge over BAC on profitability, with a higher operating margin.
BAC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$6.5B | -114% |
| Q2 2026 | $29B | +$38.2B |
| Q1 2026 | $41.8B | +$44B |
| Q4 2025 | -$22.9B | -189% |
| Q3 2025 | $46.9B | +$84.2B |
| Q2 2025 | -$9.1B | -150% |
| Q1 2025 | -$2.2B | +$13.4B |
| Q4 2024 | $25.9B | -21% |
BAC's free cash flow was $41.4B over the past year, down 33% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BAC.
WT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $59.6M | +24% |
| Q2 2026 | $75.3M | +95% |
| Q1 2026 | $17.9M | +183% |
| Q4 2025 | $54.6M | +58% |
| Q3 2025 | $48M | +0.7% |
| Q2 2025 | $38.7M | +20% |
| Q1 2025 | $6.3M | +$7.4M |
| Q4 2024 | $34.6M | -7.2% |
WT has the edge over BAC on cash flow, with more consistent year-over-year improvement.
BAC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -72M shares |
| 1 year | -5.3% | -405M shares |
| 3 years | -11% | -854M shares |
| 5 years | -15% | -1.3B shares |
| Available history | -24% | -2.2B shares |
BAC has the edge over WT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6B |
| Q2 2026 | $6B |
| Q1 2026 | $7.2B |
| Q4 2025 | $6.3B |
| Q3 2025 | $5.3B |
| Q2 2025 | $5.3B |
| Q1 2025 | $4.5B |
| Q4 2024 | $3.5B |
BAC spent $25.6B buying back its own shares over the past year, up 37% from the year before.
WT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -97K shares |
| 1 year | +3.7% | +5.5M shares |
| 3 years | -1.7% | -2.7M shares |
| 5 years | +5% | +7.5M shares |
| Available history | +2.9% | +4.4M shares |
WT has 156M diluted shares, up 3.7% from a year ago, despite $62M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10.6M |
| Q2 2026 | $25.9M |
| Q1 2026 | $25M |
| Q4 2025 | — |
| Q3 2025 | $90M |
| Q2 2025 | — |
| Q1 2025 | $12.7M |
| Q4 2024 | — |
WT spent $62M buying back its own shares over the past year, down 40% from the year before.
BAC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 6.4x | High |
| Q2 2026 | 6.7x | High |
| Q1 2026 | 7.1x | High |
| Q4 2025 | 7.7x | High |
| Q3 2025 | 8.3x | High |
| Q2 2025 | 8.8x | High |
| Q1 2025 | 8.6x | High |
| Q4 2024 | 9.0x | High |
BAC's net debt is about 6.4 years of its operating earnings (EBITDA), down from 8.3 years a year ago. Net leverage isn't a meaningful measure for financial services companies like BAC.
WT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | 0.4x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.0x | Very low |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
| Q3 2024 | 0.1x | Very low |
WT has the edge over BAC on leverage, with a lower net debt burden relative to earnings.
BAC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.1 | Neutral |
| Stochastic | 4.9 | Oversold |
BAC's weekly RSI is 37 (neutral) and its Stochastic is 5 (oversold).
WT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.0 | Neutral |
| Stochastic | 29.6 | Neutral |
WT's weekly RSI is 54 (neutral) and its Stochastic is 30 (neutral).
BAC PE vs Financial Services Sector
| Metric | BAC | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 13x | 7.5% below |
| PE % | 40 | 63 | 23 pts below |
BAC has the edge over WT on valuation relative to its sector.
WT PE vs Financial Services Sector
| Metric | WT | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 13x | 134% above |
| PE % | 60 | 63 | 3 pts below |
WT is trading at 30x earnings, a 134% premium to the Financial Services sector's median of 13x, though its earnings don't support one.
BAC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $52.1 | 3% below |
| 20 week MA | $57.8 | 13% below |
| 50 week MA | $54.7 | 7.7% below |
| 100 week MA | $50.5 | 0% below |
| 200 week MA | $42.5 | 19% above |
BAC has fallen below most of its moving averages, though it's still 19% above its 200-week average.
WT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.0 | 1.5% below |
| 20 week MA | $21.8 | 0.6% below |
| 50 week MA | $18.2 | 19% above |
| 100 week MA | $14.6 | 48% above |
| 200 week MA | $11.3 | 91% above |
WT has the edge over BAC on trend strength, trading above more of its moving averages.
BAC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $35.4 | $30.0 | -15% |
| 2021 | $30.0 | $44.4 | +48% |
| 2022 | $44.4 | $32.5 | -27% |
| 2023 | $32.5 | $33.7 | +3.7% |
| 2024 | $33.7 | $44.3 | +32% |
| 2025 | $44.3 | $56.2 | +27% |
| 2026 YTD | $56.2 | $50.5 | -10% |
BAC has finished higher in four of the last six years. It's down 10% so far in 2026.
WT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $4.88 | $5.50 | +13% |
| 2021 | $5.50 | $6.10 | +11% |
| 2022 | $6.10 | $5.38 | -12% |
| 2023 | $5.38 | $6.93 | +29% |
| 2024 | $6.93 | $10.6 | +53% |
| 2025 | $10.6 | $12.4 | +17% |
| 2026 YTD | $12.4 | $21.7 | +75% |
WT has the edge over BAC on returns for 2026, with the stronger performance.