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BOK Financial Corporation (BOKF)

POSITIVE
Financial ServicesBanks - RegionalUnited States

Fundamental

79

Price

$139.69

Market Cap

$8.56B

Part 1 · What the company is worth

Overview

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 engages in the provision of retail lending and deposit services to small business customers through retail branch network; and 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, energy, and other sector loans. In addition, it offers commercial real estate loans for the construction of buildings or other improvements to real estate and property held by borrowers for investment purposes; residential mortgage and personal loans; and personal and small business checking, online bill paying, mobile banking, automated teller machine, and call centers services. The company was founded in 1910 and is headquartered in Tulsa, Oklahoma.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$2.28B

Trailing 12 months (through 6/30/2026)

Net Income

$650M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$575M

Total Equity

$5.92B

Total Liabilities

$46.32B

Current Ratio

-

Interest Coverage

0.60

Debt/EBITDA

-

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

Growth grid

Growth — Revenue

Fair Value Estimation

BankFairly Valued

Fair Value

$124.66

Current Price

$139.69

Margin of Safety

-12.1%

Fair Value Range

$89.79 - $159.54

Estimation Methods

Analyst price target:$152.00
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$140.83
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):Not applicable to this type of company
Justified P/B:$132.19
Dividend discount (Gordon):$48.68
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:Not applicable to this type of company
Revenue multiple:Not applicable to this type of company
Analyst Consensus:Buy (6B / 10H / 0S)
Last Earnings Surprise:+11.34%

Valuation Metrics

P/E Ratio

13.23

ROE

9.8%

P/B Ratio

1.40

P/FCF

6.40

Gross Margin

-

ROIC

-

Profitability Radar

Value Creation (Economic Moat)

ROIC

-

WACC

11.2%

ROIC − WACC

-

Fundamental Analysis Criteria

Passed (19)

  • EPS shows upward trend
  • EPS CAGR 8.56%
  • Price CAGR 5.40%
  • P/FCF 6.40
  • P/B Ratio 1.40
  • Operating Margin 36.5%
  • Positive Free Cash Flow
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Undervalued)
  • ROE 10.8%
  • Revenue Growth 5Y 7.4%
  • Earnings Surprise avg 10.0%
  • PEG Ratio 1.66
  • Earnings Quality (OCF/NI) 2.31
  • Share Dilution -2.0%
  • Net Margin Trend 28.5% vs 25.8%
  • Piotroski F-Score 7/9

Failed (4)

  • Debt/Equity ratio
  • Interest Coverage
  • Return on Tangible Assets
  • Analyst Consensus 38% Buy

Unavailable (5)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Current Ratio
  • Debt/EBITDA

Piotroski F-Score

7/9

Strong financial health

score
criteria

Earnings Quality

2.31

High quality: earnings backed by cash

Share Dilution

-2.0%

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Stacy C. KymesCEO, President & Director54
Mr. Martin E. GrunstExecutive VP & CFO58
Mr. Scott Bradley GrauerExecutive Vice President of Wealth Management60
Mr. Mark B. WadeExecutive Vice President of Texas Markets61
Mr. Brad A. VincentExecutive Vice President of Specialised Industries Banking64
Mr. Michael J. Rogers C.P.A.Senior VP & Chief Accounting Officer56
Mr. Derek S. MartinExecutive VP & Chief Information Officer54
Ms. Heather KingSenior VP & Director of Investor Relations50
Mr. Jeffrey A. ReidExecutive VP & Chief Human Resource Officer57
Mr. Anthony P. PhillipsSenior VP of Business Development and National Sales Director of Retirement Plans & Asset Services-

Audit Risk

4

Board Risk

10

Compensation Risk

2

Shareholder Rights Risk

4

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for BOKF, sourced from Markets Gazette.

  • 4/21/2026NEUTRAL
    BOK Financial Q1 2026 Earnings Call Transcript

    BOK Financial Corporation (BOKF) released its Q1 2026 Earnings Call Transcript on April 21, 2026. The transcript provides detailed insights into the company's financial performance, strategic initiatives, and outlook for the upcoming quarters. While specific financial figures and forward-looking statements are contained within the document, the release of the transcript itself is an informational event. Investors and analysts will review the transcript for nuances in management commentary, discussions on loan growth, net interest margin trends, and expense management, which could influence future investment decisions.

via Markets Gazette