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Peer Set Builder
Comparable financial institutions
Peers are selected automatically using asset scale as the primary factor, supplemented by state, ROTCE and ROA similarity. The asset multiple inputs are treated as a preferred band; the candidate universe expands automatically when needed.
Target state
NC
ROTCE
17.15%
Candidate universe
13
Selected peers
10
Intelligent Peer Score: Asset scale 55% / same-state 15% / ROTCE 15% / ROA 10% / preferred asset band 5%. Missing profitability metrics are excluded and available weights are re-normalized.
| Institution | State | Peer Score | Assets | Multiple | ROTCE | ROA | Growth YoY |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORPORATION · Target | NC | Target | $3.50T | 1.00x | 17.15% | 1.04% | 1.69% |
| NY | 68.5 | $2.89T | 0.83x | 13.05% | 0.82% | 10.37% | |
| CA | 62.7 | $2.28T | 0.65x | 18.72% | 1.14% | 15.19% | |
| NY | 53.0 | $2.13T | 0.61x | 25.35% | 1.27% | 19.20% | |
| NY | 52.9 | $5.02T | 1.43x | 29.31% | 1.71% | 10.16% | |
TRUIST FINANCIAL CORPORATIONSame state | NC | 47.2 | $556.02B | 0.16x | 16.65% | 1.12% | 2.24% |
| NY | 39.5 | $1.68T | 0.48x | 26.34% | 1.37% | 23.72% | |
| MN | 30.9 | $725.92B | 0.21x | 20.12% | 1.22% | 5.76% | |
| PA | 28.9 | $616.06B | 0.18x | 19.57% | 1.34% | 10.18% | |
| NJ | 27.7 | $507.74B | 0.15x | 13.42% | 0.98% | -2.52% | |
| VA | 27.3 | $673.84B | 0.19x | 19.41% | 1.78% | 2.26% |