Question
For your assigned bank, please complete each box and include details where requested; do not simply copy/paste a spreadsheet from your source or include data
For your assigned bank, please complete each box and include details where requested; do not simply copy/paste a spreadsheet from your source or include data that is not requested. If so, you will lose points. All of this data can be gathered from S&P Capital IQ through the Connell Library database. Despite all of the numbers captured, this case is more about analyzing the company's strengths and vulnerabilities. You can complete and upload on Word, Excel, or PDF. Please use the textbook, your notes, and slides to supplement your work. As always, be sure to include your sources. The rubric is a great guiding tool to make sure you don't miss anything. Thanks!
Victoria, State Street (STT)
Joe, JP Morgan Chase (JPM)
Elian, US Bancorp (USB)
Marleny, Citizens Financial Group (CFG)
Katia, Citigroup (C)
Perla, Key Bank (KEY)
Robert, Wells Fargo (WFC)
2022, 2021, no LTM or Last Twelve Months
| Balance Sheet Items | 2021 | 2022 | Notes/Observations |
| Cash & Equivalents | List the amount and % of Total Investments $xxxxxx/ xx.xx% | List the amount and % of Total Investments $xxxxxx/ xx.xx% | |
| Investment Securities | List the amount and % of Total Investments $xxxxxx/ xx.xx% | List the amount and % of Total Investments $xxxxxx/ xx.xx% | |
| Trading Asset Securities | List the amount and % of Total Investments $xxxxxx/ xx.xx% | List the amount and % of Total Investments $xxxxxx/ xx.xx% | |
| Mortgage Backed Securities | List the amount and % of Total Investments $xxxxxx/ xx.xx% | List the amount and % of Total Investments $xxxxxx/ xx.xx% | |
| Total Investments | $xxxxxxx | $xxxxxxx | |
| Net Loans | $xxxxxxx | $xxxxxxx | |
| 2021 | 2022 | Notes/Observations | |
| Liabilities Total Deposits | $xxxxxxx | $xxxxxxx | |
| Total Liabilities | $xxxxxxx | $xxxxxxx | |
| Ratios (under Asset Quality) | 2021 | 2022 | Notes/Observations |
| Interest Income | $XX,xxx ($xxxx loans, $xxxx investment securities..) | $XX,xxx ($xxxx loans, $xxxx investment securities..) | |
| Interest Expenses | $xxx ($xxx deposits, $xxx borrowed funds) | $xxx ($xxx deposits, $xxx borrowed funds) | |
| Net Interest Income (or Margin) as a % of Assets | $XXX,xxxx/$XXX,xxx = xxxx% | $XXX,xxxx/$XXX,xxx = xxxx% | |
| Non Interest Income | $XX,xxx ($xxxx, $xxxx) / $XXX,xxx= xxxx% | $XX,xxx ($xxxx, $xxxx) /$XXX,xxx= xxxx% | |
| Non Interest Expenses | $XX,xxx ($xxxx, $xxxx) / $XXX,xxx= xxxx% | $XX,xxx ($xxxx, $xxxx) / $XXX,xxx= xxxx% | |
| Return on Equity | XX.xx% and list the top 3 revenue sources | XX.xx% and list the top 3 revenue sources | |
| Return on Assets | XX.xx% and list the top 3 expense sources | XX.xx% and list the top 3 expense sources |
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