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First Citizens BancShares, Inc. (FCNCA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS31946M1036
CUSIP31946M103
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$23.08B
EPS$784.43
PE Ratio2.04
Revenue (TTM)$7.60B
Gross Profit (TTM)$4.00B
Year Range$881.12 - $1,625.00
Target Price$1,825.40
Short %2.00%
Short Ratio2.28

Share Price Chart


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First Citizens BancShares, Inc.

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in First Citizens BancShares, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%OctoberNovemberDecember2024FebruaryMarch
6,166.35%
2,093.63%
FCNCA (First Citizens BancShares, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

First Citizens BancShares, Inc. had a return of 14.07% year-to-date (YTD) and 77.08% in the last 12 months. Over the past 10 years, First Citizens BancShares, Inc. had an annualized return of 21.55%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date14.07%10.04%
1 month3.16%3.53%
6 months18.40%22.79%
1 year77.08%32.16%
5 years (annualized)32.27%13.15%
10 years (annualized)21.55%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.42%4.33%
2023-4.90%1.45%0.05%6.43%-3.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for First Citizens BancShares, Inc. (FCNCA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
FCNCA
First Citizens BancShares, Inc.
2.58
^GSPC
S&P 500
2.76

Sharpe Ratio

The current First Citizens BancShares, Inc. Sharpe ratio is 2.58. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.58
2.76
FCNCA (First Citizens BancShares, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

First Citizens BancShares, Inc. granted a 0.30% dividend yield in the last twelve months. The annual payout for that period amounted to $4.78 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$4.78$3.89$2.16$1.88$1.67$1.60$1.45$1.25$1.20$1.20$1.20$1.20

Dividend yield

0.30%0.27%0.28%0.23%0.29%0.30%0.38%0.31%0.34%0.46%0.47%0.54%

Monthly Dividends

The table displays the monthly dividend distributions for First Citizens BancShares, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$1.64
2023$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$1.64$0.00
2022$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.75$0.00
2021$0.00$0.00$0.47$0.00$0.47$0.00$0.47$0.00$0.00$0.00$0.47$0.00
2020$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.47
2019$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40
2018$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.40
2017$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.35
2016$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30
2015$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30
2014$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30
2013$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.3%
First Citizens BancShares, Inc. has a dividend yield of 0.30%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%0.6%
First Citizens BancShares, Inc. has a payout ratio of 0.59%, which is below the market average. This means First Citizens BancShares, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
FCNCA (First Citizens BancShares, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the First Citizens BancShares, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Citizens BancShares, Inc. was 63.51%, occurring on Mar 6, 2009. Recovery took 259 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.51%Jul 26, 2006656Mar 6, 2009259Mar 17, 2010915
-52.42%Feb 10, 1998535Mar 31, 2000831Jul 31, 20031366
-50.31%Nov 7, 1986685Oct 29, 1990275Jun 29, 1992960
-47.48%Jan 31, 202035Mar 20, 2020162Nov 9, 2020197
-43.63%Sep 3, 2021386Mar 17, 20237Mar 28, 2023393

Volatility

Volatility Chart

The current First Citizens BancShares, Inc. volatility is 6.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2024FebruaryMarch
6.74%
2.82%
FCNCA (First Citizens BancShares, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of First Citizens BancShares, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
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Income Statement


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EBIT

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Earnings From Continuing Operations

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Net Income

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Other Non-Operating Income (Expenses)

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Effect Of Accounting Charges

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Values in undefined except per share items