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Shelton Greater China Fund

TFC | US

45.39

USD

0.07

0.15%

TFC | US
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About Shelton Greater China Fund

Sector

Financial Services

Industry

Banks-Regional

Earnings date

30/06/2024

As of date

25/03/2026

Close

45.39

Open

45.79

High

46.10

Low

44.90

Truist Financial Corporation a holding company provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth Corporate and Commercial Banking and Insurance Holdings. Its deposit products include noninterest-bearing checking interest-bearing checking savings and money market deposit accounts as well as certificates of deposit and individual retirement accounts. The company also provides funding; asset management; automobile lending; credit card lending; consumer finance; home equity and mortgage lending; insurance such as property and casualty life employee benefits workers compensation and professional liability surety coverage title and other insurance products; investment brokerage; mobile/online banking; and payment lease financing small business lending and wealth management/private banking services. In addition it offers association capital market institutional trust insurance premium finance derivatives commercial lending international banking leasing merchant commercial deposit and treasury small business and student lending floor plan commercial mortgage lending mortgage warehouse lending private equity investment real estate lending and supply chain financing services. Further the company provides corporate and investment banking retail and wholesale brokerage securities underwriting and market making loan syndication and investment advisory services. The company was formerly known as BB&T Corporation and changed its name to Truist Financial Corporation in December 2019. Truist Financial Corporation was founded in 1872 and is headquartered in Charlotte North Carolina.

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TFC | US

Risk
29.9
Sharpe
0.28
Luna's Score
57/100
Recommendation
Hold

Luna says (TFC | US)

What's Working

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

Strong Operating Margin (> 25%)

What's not Working

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Declining Revenue (< 0%)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

23.8%

1 month

29.9%

3 months

25.8%

6 months

24.1%

Returns

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Fundamental Ratios

PE

-

Fwd. PE

10.98

Price to book

0.98

Debt to equity

0.92

Debt to assets

0.11

Ent. to EBITDA

-

Ent. to rev.

8.79

PEG

2.00

Other Fundamentals

EBITDA

-

MarketCap

60.78B

MarketCap(USD)

60.78B

Div. yield

4.76

Op. margin

40.33

Erngs. growth

24.00

Rev. growth

-10.40

Ret. on equity

-9.51

Short ratio

1.73

Short perc.

0.99

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

3.45

Range1M

9.48

Range3M

13.07

Volumes: Market Activity

Volume Averages

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Rel. volume

0.72

Price X volume

317.91M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Manulife Financial CorporationMFCInsurance-Life34.5961.42B0.46%17.830.00%
Aflac IncorporatedAFLInsurance-Life107.2160.04B0.95%12.0728.62%
Realty Income CorporationOREIT-Retail60.0652.30B-0.66%59.9265.69%
MetLife IncMETInsurance-Life70.3949.30B0.72%23.1869.42%
Prudential plcPUKInsurance-Life29.6740.38B2.74%27.5633.81%
Prudential Financial IncPRUInsurance-Life95.2634.01B0.49%16.25100.11%
Principal Financial Group IncPFGInsurance-Life88.7220.55B1.14%17.2036.16%
Kimco Realty CorporationKIMREIT-Retail22.4115.11B-0.66%45.5973.92%
Unum GroupUNMInsurance-Life74.513.84B0.89%9.3433.16%
Regency Centers CorporationREGREIT-Retail74.4313.59B-0.20%34.8973.42%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Carrier Global CorporationCARRBuilding Products & Equipment59.2553.49B1.14%21.69100.40%
Cardinal Health IncCAHMedical Distribution211.3151.13B1.97%32.58-174.57%
Netflix IncNFLXMedia - Diversified92.2839.60B1.50%43.2370.34%
Live Nation Entertainment IncLYVMedia - Diversified154.9235.96B1.45%105.45-18562.20%
PPL CorporationPPLBuilding Products & Equipment37.1627.42B0.27%28.90114.80%
Twenty-First Century Fox IncFOXAMedia - Diversified58.4925.67B-0.46%13.5776.09%
Twenty-First Century Fox IncFOXMedia - Diversified52.3525.03B-0.32%12.4576.09%
Avery Dennison CorporationAVYBuilding Products & Equipment170.6413.74B2.84%27.93140.74%
Henry Schein IncHSICMedical Distribution74.259.41B0.31%26.7180.81%
Dolby Laboratories IncDLBMedia - Diversified58.645.59B-0.39%34.320.00%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue8.795.20Expensive
PE Ratio-18.83-
Price to Book0.981.20Par
Dividend Yield4.763.13Leader
Std. Deviation (3M)25.7634.53Lower Risk
Debt to Equity0.920.42Expensive
Debt to Assets0.110.05Expensive
Market Cap60.78B5.12BMarket Leader
  • 1

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