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Added to YB: 2024-02-14

Pitch date: 2024-02-13

BKU [neutral]

BankUnited, Inc.

+84.78%

current return

Author Info

Company Info

BankUnited, Inc. operates as the bank holding company for BankUnited, a national banking association that provides a range of banking services in the United States.

Market Cap

$2.9B

Pitch Price

$24.66

Price Target

N/A

Dividend

3.24%

EV/EBITDA

N/A

P/E

10.82

EV/Sales

N/A

Sector

Banks

Category

value

Show full summary:
Bank opportunity costs, forgoing buybacks, and $BKU

BKU -10% YTD undeservedly on NYCB's poor earnings despite BKU's sturdy Q4 & minimal exposure to troublesome loans. At $27.50 (0.8x TBV, 11.6x '23e EPS) BKU is undervalued w/ strong fundamentals but mgmt incentivized for loan growth>buybacks, misaligning shareholder interests.

Read full article (5 min)