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Truist Financial Corporation (TFC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US89832Q1094

CUSIP

89832Q109

Sector

Financial Services

IPO Date

Mar 26, 1990

Highlights

Market Cap

$61.90B

EPS (TTM)

-$4.81

PEG Ratio

1.94

Total Revenue (TTM)

$22.39B

Gross Profit (TTM)

$21.81B

EBITDA (TTM)

$3.87B

Year Range

$29.66 - $47.57

Target Price

$47.72

Short %

1.01%

Short Ratio

1.72

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
TFC vs. C TFC vs. USB TFC vs. KEY TFC vs. VTV TFC vs. BAC TFC vs. VOO TFC vs. SPY TFC vs. JPM TFC vs. SPG TFC vs. MMC
Popular comparisons:
TFC vs. C TFC vs. USB TFC vs. KEY TFC vs. VTV TFC vs. BAC TFC vs. VOO TFC vs. SPY TFC vs. JPM TFC vs. SPG TFC vs. MMC

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
25.35%
12.92%
TFC (Truist Financial Corporation)
Benchmark (^GSPC)

Returns By Period

Truist Financial Corporation had a return of 33.50% year-to-date (YTD) and 56.52% in the last 12 months. Over the past 10 years, Truist Financial Corporation had an annualized return of 6.05%, while the S&P 500 had an annualized return of 11.16%, indicating that Truist Financial Corporation did not perform as well as the benchmark.


TFC

YTD

33.50%

1M

9.11%

6M

25.35%

1Y

56.52%

5Y (annualized)

1.49%

10Y (annualized)

6.05%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of TFC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.38%-4.23%11.44%-3.67%1.88%2.91%15.03%0.73%-3.80%0.65%33.50%
202314.78%-3.93%-27.37%-4.46%-4.70%-0.39%9.46%-6.49%-6.35%-0.87%15.30%14.87%-8.59%
20227.29%-0.22%-8.87%-14.73%3.94%-4.64%6.41%-6.23%-7.05%2.87%5.75%-8.08%-23.53%
20210.10%19.72%2.39%1.70%4.96%-10.17%-1.93%5.69%2.79%8.22%-5.86%-1.28%26.08%
2020-8.43%-9.78%-33.16%21.01%-0.02%2.09%-0.24%4.76%-1.96%10.70%11.23%3.25%-11.16%
201912.65%5.29%-8.71%10.04%-7.92%5.09%4.88%-6.63%12.00%-0.60%4.00%2.92%34.55%
201811.00%-0.91%-4.17%1.46%0.12%-3.92%0.73%2.47%-6.04%1.28%4.79%-15.23%-10.24%
2017-1.77%5.07%-7.30%-3.40%-2.87%9.03%4.21%-1.93%1.84%4.90%1.06%0.61%8.66%
2016-13.62%-0.68%3.45%6.34%3.64%-2.09%3.54%5.25%-2.03%3.92%16.32%3.91%28.45%
2015-9.26%8.51%2.47%-1.80%3.80%2.13%-0.10%-7.70%-3.58%4.35%4.69%-2.10%-0.11%
20140.24%1.66%6.27%-7.07%2.23%3.98%-6.11%1.51%-0.32%1.80%-0.13%3.46%6.89%
20134.74%1.01%3.39%-1.98%7.77%2.92%5.34%-4.24%-0.62%0.65%2.97%7.43%32.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of TFC is 87, placing it in the top 13% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of TFC is 8787
Combined Rank
The Sharpe Ratio Rank of TFC is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of TFC is 9090
Sortino Ratio Rank
The Omega Ratio Rank of TFC is 8686
Omega Ratio Rank
The Calmar Ratio Rank of TFC is 7979
Calmar Ratio Rank
The Martin Ratio Rank of TFC is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Truist Financial Corporation (TFC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for TFC, currently valued at 2.06, compared to the broader market-4.00-2.000.002.004.002.062.54
The chart of Sortino ratio for TFC, currently valued at 3.06, compared to the broader market-4.00-2.000.002.004.003.063.40
The chart of Omega ratio for TFC, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.47
The chart of Calmar ratio for TFC, currently valued at 1.16, compared to the broader market0.002.004.006.001.163.66
The chart of Martin ratio for TFC, currently valued at 12.73, compared to the broader market0.0010.0020.0030.0012.7316.26
TFC
^GSPC

The current Truist Financial Corporation Sharpe ratio is 2.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Truist Financial Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.06
2.54
TFC (Truist Financial Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Truist Financial Corporation provided a 4.44% dividend yield over the last twelve months, with an annual payout of $2.08 per share. The company has been increasing its dividends for 9 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.08$2.08$2.00$1.86$1.80$1.71$1.56$1.26$1.15$1.05$0.95$1.12

Dividend yield

4.44%5.63%4.65%3.18%3.76%3.04%3.60%2.53%2.45%2.78%2.44%3.00%

Monthly Dividends

The table displays the monthly dividend distributions for Truist Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$2.08
2023$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.08
2022$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.00
2021$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.86
2020$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.80
2019$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.71
2018$0.00$0.33$0.05$0.00$0.38$0.00$0.00$0.41$0.00$0.00$0.41$0.00$1.56
2017$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.26
2016$0.00$0.27$0.00$0.00$0.28$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.15
2015$0.00$0.24$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.05
2014$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.95
2013$0.20$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$1.12

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.4%
Truist Financial Corporation has a dividend yield of 4.44%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%57.3%
Truist Financial Corporation has a payout ratio of 57.30%, which is quite average when compared to the overall market. This suggests that Truist Financial Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-18.95%
-0.88%
TFC (Truist Financial Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Truist Financial Corporation. 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 Truist Financial Corporation was 66.56%, occurring on Mar 5, 2009. Recovery took 1091 trading sessions.

The current Truist Financial Corporation drawdown is 18.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.56%Sep 22, 2008114Mar 5, 20091091Jul 5, 20131205
-59.11%Jan 18, 2022326May 4, 2023
-54.33%Dec 27, 201959Mar 23, 2020226Feb 12, 2021285
-51.23%Dec 28, 2006388Jul 15, 200847Sep 19, 2008435
-43.76%Dec 29, 1998300Mar 7, 2000203Dec 22, 2000503

Volatility

Volatility Chart

The current Truist Financial Corporation volatility is 11.78%, 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%JuneJulyAugustSeptemberOctoberNovember
11.78%
3.96%
TFC (Truist Financial Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Truist Financial Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items