|FITB Overview
FITB

FIFTH THIRD BANCORP

Financials • CIK: 0000035527

Loading...

Market Cap
$17.05B
P/E (TTM)
7.6x
Rev Growth (TTM)
+1340.9%
Net Margin (TTM)
25.5%
FCF Yield (TTM)
17.1%
FCF Margin (TTM)
33.0%

LATEST EARNINGS

Q4 FY2025
about 1 month ago
View source
Revenue
$2.34B
+8.0%
Net Income
$731.00M
+18.0%
EPS
$1.04
+22.0%
  • Net interest income (NII) increased 6% year-over-year to $1.533 billion on a FTE basis.
  • Total revenue (FTE) increased 8% year-over-year to $2.344 billion.
  • Diluted EPS grew 22% year-over-year to $1.04.
  • Tangible book value per share grew 21% year-over-year.

Cash Flow Health

Free Cash Flow7/8 positive
TTM$2.9B
Q3 '25
$886M-24%
Q2 '25
$1.2B+4%
FCF Margin
TTM33.0%
Q3 '2538.5%-26%
Sector: 21.9%Top 25%
OCF Margin39.4%
OCF/NI1.54x
CapEx Coverage6.2x
FCF Yield17.1%
FCF Growth (2Y)-18%
Cash Conversion Cycle
0 days
DSO: 0+DIO: DPO:

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM10.8%
Div Yield5.9%
+
Buyback (TTM)4.8%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)5.9%
FCF Payout Ratio34.7%
Free Cash Flow (TTM)$2.9B
Stock Repurchases (TTM)$825.0M
Capital Return / FCF67.8%
Est. Dividends Paid (TTM)$1.0B
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
17.0%
Volatile
+96.2%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
33.7%
8Q: -249.4%
Asset Turnover
0.04x
8Q: 0.02x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: 1.4%17.0% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
3.51x
8Q:1.85x
+327.9%
Invested Cap Turn
0.51x
8Q:0.27x
+46.7%
CapEx Intensity
3.2%
8Q:3.0%
CapEx/Depreciation
1.05x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$8.8B
$2.3B2.5%
$2.2B5.3%
$2.1B1.8%
$2.2B1247.8%
$161.0M3.2%
$156.0M3.3%
$151.0M3.4%
$146.0M
Operating Income
$3.8B
$1.0B5.4%
$981.0M18.6%
$827.0M12.4%
$944.0M187.2%
$-1.1B1.7%
$-1.1B10.6%
$-1.2B9.0%
$-1.3B
Net Income
$2.3B
$608.0M2.9%
$591.0M23.6%
$478.0M17.9%
$582.0M9.4%
$532.0M5.2%
$561.0M16.9%
$480.0M2.6%
$493.0M
Operating Cash Flow
$3.5B
$1.0B19.9%
$1.3B5.9%
$1.2B1320.8%
$-101.0M105.4%
$1.9B173.9%
$679.0M75.9%
$386.0M81.4%
$2.1B
Free Cash Flow
$2.9B
$886.0M23.8%
$1.2B4.2%
$1.1B553.7%
$-246.0M114.1%
$1.7B197.1%
$588.0M83.2%
$321.0M83.5%
$1.9B
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
7.6x
Valuation Lenses
Earnings
7.6x
vs sector
Cash Flow
4.7x
EV/FCF vs
Growth-Adj
0.7xPEG
Undervalued for growth
Quality-Adj
0.4P/E per %ROIC
ROIC: 17.0%
Shareholder Returns
Dividend
5.9%
Buyback
4.8%
Total Yield
10.8%
Market Cap$17.05B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
58/100
Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Above Avg
11.0%
8Q:
Return on Invested Capital (ROIC)Top 25%
17.0%
8Q:
+96.2%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 33.7%
Asset Turnover: 0.04x

Earnings Quality

Cash Conversion

1.54x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin100.0%

Capital Efficiency

Invested Capital Turnover0.51x

Working Capital

Cash Conversion Cycle0 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
61/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
1340.9%
OpInc Growth YoY
195.5%
EPS Growth YoY
11.6%
FCF 3Y CAGR
-18.4%

Growth Quality Analysis

Working Capital Drag: FCF growth lagging revenue by 1359.3%

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
100.0%
Operating
42.8%
Above Avg in sector
Net
25.5%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+7.5 pts
FCF: 33.0% | Net: 25.5%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $2.90B
Interest Coverage
+Net cash position: $2.90B
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis