How often is the bank data updated?

BankSift data is refreshed daily at approximately 3 AM UTC. We pull the latest SEC EDGAR filings and recalculate all metrics automatically.

Where does the financial data come from?

All financial data comes directly from SEC EDGAR filings, specifically 10-K (annual) and 10-Q (quarterly) reports. This is the same official data source used by professional investors and analysts.

What is the Graham Number?

The Graham Number is a value investing metric developed by Benjamin Graham. It estimates the maximum fair price for a stock using the formula: √(22.5 × EPS × Book Value Per Share). Stocks trading below their Graham Number may be undervalued.

How many banks does BankSift track?

BankSift tracks over 300 publicly traded banks that file with the SEC under bank-related SIC codes. This includes national commercial banks, state commercial banks, and savings institutions.

TTM stands for Trailing Twelve Months. It represents the sum of the last four quarters of data, providing an up-to-date annual figure that smooths out seasonal variations.

Is BankSift free to use?

Yes, BankSift is completely free to use. We provide professional-grade bank screening tools without requiring registration or payment.

Can I export screener results?

Yes, click the "Export CSV" button above the results table to download your filtered results as a CSV file. The export includes all visible columns in your current column order.

How do I find undervalued bank stocks?

Use the Value Screening strategy: filter for Price to Book below 1.0, ROE above 8%, and Graham Margin of Safety above 20%. These criteria help identify banks trading below their intrinsic value with solid fundamentals.

Bank Screener Guide

Learn how to use the BankSift screener to find bank stock investment opportunities.

How to Use the Screener

Set Your Filter Criteria: Use the filters panel to set minimum and maximum values for metrics like ROE, P/B ratio, and efficiency ratio.
Review and Sort Results: Examine the filtered results table. Click column headers to sort by any metric.
Analyze Individual Banks: Click any ticker symbol to view detailed financial analysis for that bank.
Export Your Results: Click Export CSV to download your filtered results for further analysis.

Screener Features

Export to CSV: Download filtered results with all visible columns
Column Customization: Show/hide columns, drag to reorder
Smart Column Display: Filtered columns auto-display in results
Keyboard Navigation: Arrow keys, Page Up/Down, Home/End

Key Metrics

ROE (Return on Equity): Profitability measure, typically 8-15% for banks
P/B (Price to Book): Valuation metric, below 1.0 may indicate undervaluation
Efficiency Ratio: Operating efficiency, lower is better (under 60% is good)
Graham Number: Value investing intrinsic value estimate

Screening Strategies

Value Screening

Find undervalued banks: P/B 0.5-1.0, ROE above 8%, Graham MoS above 20%

Quality Screening

Find well-managed banks: ROE above 12%, Efficiency below 60%, Equity/Assets above 10%

Dividend Income Screening

Find dividend-paying banks: Payout 20-50%, ROE above 10%, Assets above $1B