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BOKF

🏦 Financial Services

BOK Financial Corporation

Conservative #274Aggressive #619Low RiskModerate 62ML↑ 19pt
$130.33+0.85%
Day High$130.94
Day Low$129.26
Volume0.2M
Mkt Cap$8.2B
52W Low $8552W High $138
Market Cap
$8.5B
P/E Ratio
14.1
Sector avg: 49.4
Rev Growth
-1.1%
Sector avg: 13.4%
Earnings Growth
10.4%
Profit Margin
17.4%
Sector avg: -2.8%
Debt/Equity
0.78

Why This Score

BOKF scores 61.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Attractively valued at 14.1x earnings, below the market average.
  • Positive but moderate momentum (26%) — steady appreciation without overheating.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.

Minor adjustments (-2.5 points) applied. BOKF's rank of #274 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score61.1
Fundamental Score63.3
ML Score45.0

Score by Horizon

3 Month
77.6
6 Month
86.7
Primary
1 Year
91.3

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
High accrual ratio (-224.2%) — earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
51
Neutral
Analyst (6.4%)
56
Neutral
Tradability (post-hoc)
71
Grade Blow float
Base
57.6
SHAP
+3.1
Factors
+0.9
Divergence
-0.5
Final
61.1
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)57.0
Technical (Momentum, Weinstein, Volatility)83.0
External (Sentiment, Analyst, Macro)77.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+2.2% to +6.8%
Medium-term
+3.9% to +11.0%
Long-term
+5.7% to +15.3%

ML Model Core Features100 trained inputs → ML Score: 45

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score56.0/100
Target Upside+0.6%
Coverage21 analysts
Market Sentiment
Sentiment Score51.1/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.3%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+4.1%
Momentum ConsistencyStrong (0.84)
Relative Strength vs Sector+17.1%
Trend Strength (ADX Proxy)Strong (4.3)
Momentum Quality+0.232
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
32%
High risk — cheap + stagnating
Sector RevGr Rank
P19
Revenue growth vs Financial Services peers
Sector PE Rank
P43
Valuation vs Financial Services peers
Sector FCF Rank
P92
Free cash flow vs Financial Services peers
Growth Deviation
-0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 59 relative to sector peers59/100
Machine learning model ranks this stock at the 78th percentileP78
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +5.0pt (features align with model priorities)—
Blend: 91% fund (59.3) + 9% ML (78.3) + SHAP(+5.0) = 66.0—
Factor quality: +1.4pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 6.0%. Stability bonus of +9.9 points. Max drawdown 11% (-1.0 pts)Low
Market cap adjustment: +0.5 points ($8.5B market cap)+0.5 pts
Divergence penalty: -1.3pt (ML 19pt higher)—
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -8 pointsGrade B
Quality concern: High accrual ratio (-224.2%) — earnings quality concern; CRE concentration risk: regional bank with likely elevated commercial real estate exposure — forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services — Rank #88 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
BOKF61.114.1-1.1%17.4%$8.5B
CME84.927.29.9%57.5%$109.0B
CINF82.310.711.4%18.9%$25.4B
ACT82.08.92.4%54.6%$6.0B
SEIC80.914.010.7%27.3%$9.6B
TROW79.310.13.1%28.5%$20.5B
FHB78.311.83.2%24.2%$3.3B
MCHB77.70.0123.7%23.2%$3.4B
TRMK75.611.934.8%19.3%$2.7B
BCAL74.39.926.2%27.1%$613M
NMIH73.97.78.4%55.1%$3.0B
FFIN73.218.811.7%30.7%$4.8B
TW73.130.018.9%39.6%$24.8B
VCTR73.118.38.8%32.3%$4.9B
VLY72.412.5-2.2%17.1%$7.5B
QQQX72.310.448.6%257.3%$1.4B
Sector Average45.849.413.4%-2.8%—

Market Sentimentvia FMP

Analyst Consensus
Hold21 analysts
Buy: 5Hold: 16
Price Target
$130consensus
Low $115Median $135High $140
-0.1% to consensus target

Company Overviewvia FMP

BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking segment offers lending, treasury, cash management, and customer commodity risk management products for small businesses, middle market, and larger commercial customers, as well as operates TransFund electronic funds transfer network. The Consumer Banking segment provides lending and deposit services to small business customers through consumer branch network; and engages in the mortgage loan origination and servicing activities. The Wealth Management segment offers fiduciary, private bank, insurance, and investment advisory services; and brokerage and trading services primarily related to providing liquidity to the mortgage markets through trading of U.S. government agency mortgage-backed securities and related derivative contracts, as well as underwrites state and municipal securities. The company also provides commercial loans, such as loans for working capital, facilities acquisition or expansion, purchases of equipment, and other needs of commercial customers; and service, healthcare, manufacturing, wholesale/retail, energy, and other sector loans. In addition, it offers commercial real estate loans for the construction of buildings or other enhancements to real estate and property held by borrowers for investment purposes; and residential mortgage and personal loans. Further, the company provides automated teller machine (ATM), call center, and Internet and mobile banking services. As of December 31, 2021, it operated 2,593 TransFund ATM locations. The company was founded in 1910 and is headquartered in Tulsa, Oklahoma.

CEO
Stacy C. Kymes
Employees
5,030
Beta
0.87
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
33.2
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-5.8%
High: $138.42
From 52W Low
+53.2%
Low: $85.08
Moving Averages
10-Day
$132.70
Below
20-Day
$132.80
Below
50-Day
$127.30
Above
200-Day
$110.80
Above
60-Day Support
$111.54
60-Day Resistance
$138.42
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 78/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+17.6%
200 SMA Slope (60d)
+7.57%
Rising
Volume Ratio
0.96x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$841M$844M$843M$798M
Gross Profit$560M$536M$529M$495M
Operating Income$199M$177M$181M$155M
Net Income$177M$141M$140M$120M
EPS (Diluted)$2.91$2.22$2.19$1.86
Gross Margin66.6%63.4%62.7%62.1%
Operating Margin23.7%20.9%21.4%19.4%
Net Margin21.1%16.7%16.6%15.0%

Why This Stock

Financial ServicesP/E ratio of 14.1Profit margin 17.4%

Tradability FilterGrade B — 71/100Score impact: +1.8pt

Volume
61
312K avg/day
Dollar Vol
94
$40M/day
Float
45
19M shares
Mkt Cap
75
$8.5B
Range
91
63% spread
Composite Liquidity Score71/100
FDCBA
low float

Multi-Year Range Analysis

Sideways: 5/100
YearLowHighRangeStatus
2021$77.65$110.7535.1%Wide
2022$70.21$120.2052.5%Wide
2023$62.42$106.4752.2%Wide
2024$77.86$121.5843.8%Wide
2025$85.08$122.1635.8%Wide
3-Year Range
64.7%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
slight revenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
29.3%
Outstanding Shares
63M
Bid-Ask Spread
63.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.