TFC

TFC

Truist Financial

Bank / BV

★ Quality 20/100
Overvalued

Price today

$51.65

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See what it is worth

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What this business is made of

20qualityReturnsMoatBalance sheetPricing powerReinvestment

The business

Two merged banks that keep customers out of laziness, not merit.

Truist is the sixth-largest bank in the U.S., born from the 2019 merger of BB&T and SunTrust. It makes money on the net interest margin (lends high, pays little on deposits) plus corporate banking and wealth management fees. Net income of $5.0B on a deposit base in the U.S. Southeast.

Its only real advantage is branch density and cheap deposits in high-growth Southeast markets —the Carolinas, Georgia, Florida. There's no tech or brand moat; customers stay out of inertia and the cost of switching banks. That's a friction moat, not an excellence one.

Revenue history

$22.0B
2021
$23.0B
2022
$22.9B
2023
$20.7B
2024
$20.5B
2025
CAGR 5 años: +-2%

From $22.0B to $20.5B in 4 years. Sales are shrinking — the engine is losing steam.

Where each $100 of sales goes

Revenue $5.9B · FY2025

Costs and operations$922M · 16%
Net profit$5.0B · 84%

Of every $100 in sales, $16 goes to costs and operations; $84 is left as net profit (84% margin).

Catalysts and risks

Deployment of the ~$15.5B from the sale of Truist Insurance Holdings (2024) into buybacks and balance sheet repositioning.

Fed cuts in 2025-2026 that lower deposit costs and widen the net interest margin.

Buyback program that reduces shares while trading below intrinsic value of $38.53.

⚠️

Debt of $42.0B and cash reported at zero: a leveraged balance sheet sensitive to liquidity shocks.

⚠️

Estimated CAGR of -14%: the business is contracting, not growing.

⚠️

Exposure to commercial real estate and uninsured deposits, the Achilles' heel of regional banks since 2023.

Charlie's note

A regional bank without a true moat is a buy-cheap-and-pray-on-management business. At 0.77x it trades at a discount for a reason: the engine is losing revolutions. It's only interesting if you trust the team to allocate the insurance-sale capital well.

Analysis · June 2026

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Charlie informs, it doesn't advise. No information should be taken as a recommendation to buy or sell.