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BOKF

BOK Financial Corporation
Chart
$129.22
Latest Week 2026-06-05
Financial ServicesBanks - RegionalMID
Snapshot 2026-06-07 · 0.0w · Fresh
0.94
OS Score
80.0%
Value
87.0%
Quality
79.0%
Momentum
7/9
F-Score
0.834
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
8 of 23 passing
★
OS Composite
OS 0.940
↗
Trending Value
✗
◆
Quality × Value
QV 0.834
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
P/E 12.6
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
F7
🔬
Quality Compounders
✗
📈
Consistent Earners
Noneyr
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
12-1 40%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 21%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 1.91
V
Value Analysis
Cheapness relative to fundamentals
80.0%ile
P/E
12.6×
P/S
2.3×
P/B
1.3×
E/P
0.0791
FCF Yield
0.159
EBITDA/EV
0.062
SH Yield
0.019
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
22.00000000
/100 — 1=cheapest
VC2 (Trending Value)
21.00000000
/100
VC3 (Buyback)
21.00000000
/100
FCF yield of 15.9% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
87.0%ile
ROE
0.103
ROA
0.011
Net Margin
0.183
Op Margin
0.225
GPA
0.041
D/E
8.00
Current
12.83
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.001
Earn Growth
0.097
Stability
0.123
lower=better
Accruals
-0.025
lower=better
5yr Consist
Yes
Highly leveraged with D/E of 8.00 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
79.0%ile
6M Return
12.5%
12M Return
36.8%
12-1 Mom
39.5%
Risk-Adj
1.91
Vol 252d
20.7%
Vol 60d
42.6%
↑ Expanding
Max DD 12M
-8.3%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 40% is very strong — a clear uptrend. Risk-adjusted momentum of 1.91 is excellent — strong returns relative to volatility. Near-term vol (43%) is expanding vs long-term (21%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.94
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
47.9%
Sector Quality %ile
80.6%
P/E z-score
-0.07
P/B z-score
-0.06
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
UVE Universal Insurance Holdings Inc 99.0% 96.0% 94.0% 82.0%
CARE Carter Bank and Trust 99.0% 96.0% 98.0% 88.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 97.0% 90.0%
BAP Credicorp Ltd 99.0% 98.0% 93.0% 84.0%
HG Hamilton Insurance Group, Ltd. 99.0% 97.0% 94.0% 85.0%
MCY Mercury General Corporation 99.0% 95.0% 93.0% 86.0%
BOTJ Bank of the James Financial Group 98.0% 92.0% 89.0% 88.0%
RILY BRC Group Holdings, Inc. 98.0% 95.0% 79.0% 96.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (80th) and quality (87th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (80th value) with strong momentum (79th). The market is starting to recognise the value.
Volatility Expanding
60-day vol (43%) significantly exceeds 252-day (21%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
67.8% avg (7 factors)
Quality
C
46.2% avg (8 factors)
Momentum
B
71.5% avg (4 factors)
Risk
A
82.1% avg (1 factors)
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.940—1—
Value %ile0.800—1—
Quality %ile0.870—1—
Momentum %ile0.790—1—
F-Score7.000—1—
Confidence1.000—1—
Volatility0.207—0—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
12.63
Earnings Yield (E/P)
0.0791
Price / Sales
2.31
Price / Book
1.30
Price / Cash Flow
4.00
FCF Yield
15.9%
EBITDA / EV
6.2%
Sales Yield (1/P·S)
0.2546
Shareholder Yield
Div + net buyback / mktcap
1.9%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
10.3%
Return on Assets
1.1%
Net Margin
18.3%
Operating Margin
22.5%
Gross Profit / Assets
Novy-Marx GPA
4.1%
Debt / Equity
8.00
Current Ratio
12.83
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.025
MomentumPrice trend strength over different horizons
6M Return
12.5%
12M Return
36.8%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
39.5%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.91
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-0.1%
Earnings Growth (YoY)
9.7%
Earnings Stability (CV)
Lower = more stable
0.123
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
7
Dividend Yield
1.9%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
22
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
21
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
21
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity