PortfoliosStock ScreensStocksStockXcel

Shelton Greater China Fund

TFC | US

48.12

USD

1.25

2.67%

TFC | US

About Shelton Greater China Fund

Sector

Financial Services

Industry

Banks-Regional

Earnings date

30/06/2024

As of date

02/06/2026

Close

48.12

Open

46.76

High

48.24

Low

46.60

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.

View Less

TFC | US

Risk
26.5
Sharpe
0.91
Luna's Score
61/100
Recommendation
Hold

Luna says (TFC | US)

What's Working

Strength based on increasing price with high volume

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 Short-term Volatility

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Declining Revenue (< 0%)

Volatility Signals

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

Risk Meter

10 days

26.9%

1 month

26.5%

3 months

24.3%

6 months

24.1%

Returns

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

64.44B

MarketCap(USD)

64.44B

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: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

2.76

Range1M

4.77

Range3M

8.98

Volumes: Market Activity

Rel. volume

1.71

Price X volume

629.64M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Manulife Financial CorporationMFCInsurance-Life38.4468.26B2.02%17.830.00%
Aflac IncorporatedAFLInsurance-Life113.6363.64B1.36%12.0728.62%
MetLife IncMETInsurance-Life82.8258.00B1.20%23.1869.42%
Realty Income CorporationOREIT-Retail59.9152.17B0.60%59.9265.69%
Prudential plcPUKInsurance-Life29.0939.59B0.97%27.5633.81%
Prudential Financial IncPRUInsurance-Life102.7236.67B2.22%16.25100.11%
Principal Financial Group IncPFGInsurance-Life103.3123.92B0.40%17.2036.16%
Kimco Realty CorporationKIMREIT-Retail23.7115.98B0.30%45.5973.92%
Unum GroupUNMInsurance-Life84.1715.64B0.89%9.3433.16%
Regency Centers CorporationREGREIT-Retail76.0313.88B-0.14%34.8973.42%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Carrier Global CorporationCARRBuilding Products & Equipment66.4259.96B2.01%21.69100.40%
Cardinal Health IncCAHMedical Distribution194.8847.15B-0.14%32.58-174.57%
Live Nation Entertainment IncLYVMedia - Diversified167.6438.91B-1.65%105.45-18562.20%
Netflix IncNFLXMedia - Diversified83.3335.76B-2.94%43.2370.34%
Twenty-First Century Fox IncFOXAMedia - Diversified65.6928.83B-1.68%13.5776.09%
Twenty-First Century Fox IncFOXMedia - Diversified58.6528.04B-1.99%12.4576.09%
PPL CorporationPPLBuilding Products & Equipment34.8325.70B0.90%28.90114.80%
Avery Dennison CorporationAVYBuilding Products & Equipment157.0412.64B1.00%27.93140.74%
Henry Schein IncHSICMedical Distribution76.049.63B-0.47%26.7180.81%
Dolby Laboratories IncDLBMedia - Diversified55.615.30B-0.82%34.320.00%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue8.79-Expensive
PE Ratio-18.83-
Price to Book0.981.20Par
Dividend Yield4.76-Leader
Std. Deviation (3M)24.33-Lower Risk
Debt to Equity0.920.42Expensive
Debt to Assets0.110.05Expensive
Market Cap64.44B-Market Leader
  • 1

Unlock Your Investing Potential

Register with Xstocks

Join over 2,000+ Investors

Register now and embark on your journey to informed and successful investing.

Explore Industry Correlations

Explore Industry Correlations

Uncover Trading and Hedging Opportunities

Gain valuable insights into potential trading opportunities and discover strategic hedging possibilities

Discover Top-Performing Industries

Discover Top performing Industries

Explore Stocks for Short and Long-Term Gains

Uncover opportunities at both short-term and long-term horizons, allowing you to make informed investment decisions.

Follow us @XStocks007