Tearsheet

East West Bancorp (EWBC)


Market Price (3/11/2026): $107.65 | Market Cap: $15.0 Bil
Sector: Financials | Industry: Regional Banks

East West Bancorp (EWBC)


Market Price (3/11/2026): $107.65
Market Cap: $15.0 Bil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 2.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.9%, FCF Yield is 10.0%
Weak multi-year price returns
3Y Excs Rtn is -12%
Key risks
EWBC key risks include [1] a significant concentration in commercial real estate loans and [2] vulnerability to U.S.-China geopolitical and trade tensions due to its unique focus on cross-border commerce.
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -11%
Moderate capital ratio
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.0%
 
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 52%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 52%
  
3 Low stock price volatility
Vol 12M is 35%
  
4 Megatrend and thematic drivers
Megatrends include Global Banking & Cross-Border Finance. Themes include Cross-Border Payment Solutions, and International Trade Finance.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 2.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.9%, FCF Yield is 10.0%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -11%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 52%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 52%
3 Low stock price volatility
Vol 12M is 35%
4 Megatrend and thematic drivers
Megatrends include Global Banking & Cross-Border Finance. Themes include Cross-Border Payment Solutions, and International Trade Finance.
5 Weak multi-year price returns
3Y Excs Rtn is -12%
6 Moderate capital ratio
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.0%
7 Key risks
EWBC key risks include [1] a significant concentration in commercial real estate loans and [2] vulnerability to U.S.-China geopolitical and trade tensions due to its unique focus on cross-border commerce.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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East West Bancorp (EWBC) stock has remained largely at the same level since 11/30/2025 because of the following key factors:

1. East West Bancorp reported a strong beat on its fourth-quarter and full-year 2025 earnings, surpassing analyst expectations. The company announced Q4 2025 earnings on January 22, 2026, with diluted earnings per share (EPS) of $2.55, exceeding the forecasted $2.49. Quarterly revenue reached $753.79 million, above analyst estimates of $745.04 million. For the full year 2025, the company achieved record net income of $1.3 billion and diluted EPS of $9.52, marking a 14% year-over-year increase in net income. This strong financial performance contributed to a 1.65% rise in the stock price in aftermarket trading following the announcement.

2. The company announced a significant 33% increase in its quarterly common stock dividend. On January 22, 2026, East West Bancorp's board declared a $0.20 increase, raising the quarterly dividend to $0.80 per share. This substantial dividend hike signaled management's confidence in the bank's financial strength and future profitability, reinforcing its commitment to delivering shareholder returns.

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Stock Movement Drivers

Fundamental Drivers

The 1.6% change in EWBC stock from 11/30/2025 to 3/10/2026 was primarily driven by a 3.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)113020253102026Change
Stock Price ($)105.95107.651.6%
Change Contribution By: 
Total Revenues ($ Mil)2,8112,8973.0%
Net Income Margin (%)44.9%45.7%1.9%
P/E Multiple11.611.3-1.8%
Shares Outstanding (Mil)138140-1.4%
Cumulative Contribution1.6%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/10/2026
ReturnCorrelation
EWBC1.6% 
Market (SPY)-0.9%52.6%
Sector (XLF)-6.1%70.6%

Fundamental Drivers

The 3.7% change in EWBC stock from 8/31/2025 to 3/10/2026 was primarily driven by a 7.8% change in the company's Total Revenues ($ Mil).
(LTM values as of)83120253102026Change
Stock Price ($)103.79107.653.7%
Change Contribution By: 
Total Revenues ($ Mil)2,6872,8977.8%
Net Income Margin (%)44.4%45.7%3.1%
P/E Multiple12.011.3-5.4%
Shares Outstanding (Mil)138140-1.3%
Cumulative Contribution3.7%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/10/2026
ReturnCorrelation
EWBC3.7% 
Market (SPY)5.3%46.8%
Sector (XLF)-7.0%69.4%

Fundamental Drivers

The 17.0% change in EWBC stock from 2/28/2025 to 3/10/2026 was primarily driven by a 12.9% change in the company's Total Revenues ($ Mil).
(LTM values as of)22820253102026Change
Stock Price ($)92.01107.6517.0%
Change Contribution By: 
Total Revenues ($ Mil)2,5672,89712.9%
Net Income Margin (%)45.4%45.7%0.7%
P/E Multiple10.911.33.7%
Shares Outstanding (Mil)139140-0.8%
Cumulative Contribution17.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/10/2026
ReturnCorrelation
EWBC17.0% 
Market (SPY)15.0%69.4%
Sector (XLF)-3.1%76.8%

Fundamental Drivers

The 53.8% change in EWBC stock from 2/28/2023 to 3/10/2026 was primarily driven by a 29.7% change in the company's P/E Multiple.
(LTM values as of)22820233102026Change
Stock Price ($)69.99107.6553.8%
Change Contribution By: 
Total Revenues ($ Mil)2,3192,89724.9%
Net Income Margin (%)48.6%45.7%-6.0%
P/E Multiple8.711.329.7%
Shares Outstanding (Mil)1411400.9%
Cumulative Contribution53.8%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/10/2026
ReturnCorrelation
EWBC53.8% 
Market (SPY)77.3%54.8%
Sector (XLF)46.6%73.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EWBC Return58%-14%13%37%20%-4%140%
Peers Return38%1%1%24%17%-1%102%
S&P 500 Return27%-19%24%23%16%-1%81%

Monthly Win Rates [3]
EWBC Win Rate67%50%50%58%58%33% 
Peers Win Rate69%54%52%52%58%43% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
EWBC Max Drawdown0%-21%-36%-4%-25%-5% 
Peers Max Drawdown-0%-20%-34%-11%-20%-5% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-2% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ALLY, FHN, WBS, CFR, AGBK. See EWBC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/10/2026 (YTD)

How Low Can It Go

Unique KeyEventEWBCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-55.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven124.8%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven532 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-55.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven123.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven264 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-48.2%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven93.0%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven547 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-92.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven1192.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven2,229 days1,480 days

Compare to ALLY, FHN, WBS, CFR, AGBK

In The Past

East West Bancorp's stock fell -55.5% during the 2022 Inflation Shock from a high on 2/16/2022. A -55.5% loss requires a 124.8% gain to breakeven.

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About East West Bancorp (EWBC)

East West Bancorp, Inc. operates as the bank holding company for East West Bank that provides a range of personal and commercial banking services to businesses and individuals. It operates through three segments: Consumer and Business Banking, Commercial Banking, and Other. The company accepts various deposit products, such as personal and business checking and savings accounts, money market, and time deposits. Its loan products include mortgage and home equity, commercial and residential real estate, working capital lines of credit, construction, trade finance, letters of credit, commercial business, affordable housing loans, asset-based lending, asset-backed finance, project finance, and equipment financing, as well as financing services to clients needing a financial bridge to facilitate their business transactions between the United States and China. The company also provides various wealth management, treasury management, foreign exchange, and interest rate and commodity risk hedging services; and mobile and online banking services. As of January 27, 2022, it operated approximately 120 locations in the United States and China; full-service branches in Hong Kong, Shanghai, Shantou, and Shenzhen; and representative offices in Beijing, Chongqing, Guangzhou, Taipei, and Xiamen. East West Bancorp, Inc. was incorporated in 1998 and is headquartered in Pasadena, California.

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The HSBC for U.S.-China business banking.

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  • Deposit Accounts: Offers a variety of checking, savings, money market, and certificate of deposit accounts for individuals and businesses.
  • Commercial Real Estate Loans: Provides financing for the acquisition, development, and refinancing of income-producing commercial properties.
  • Commercial and Industrial Loans: Extends credit facilities, including lines of credit and term loans, to businesses for working capital and operational needs.
  • Residential Mortgage Loans: Funds loans for the purchase or refinancing of owner-occupied residential properties.
  • International Trade Finance: Delivers specialized services such as letters of credit and trade loans to facilitate cross-border transactions, especially with Asia.
  • Treasury Management Services: Provides solutions for businesses to manage cash flow, streamline payments, and enhance financial operations.

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East West Bancorp (EWBC) is a bank holding company that operates through its subsidiary, East West Bank. As a commercial bank, it serves a diverse customer base, including both businesses and individuals. Due to the nature of banking, specific "major customers" (especially individual companies) are not typically disclosed publicly. Instead, the bank describes its customer base by categories.

East West Bancorp primarily serves the following categories of customers:

  1. Businesses with U.S.-Asia Trade and Domestic Operations: East West Bank specializes in serving companies that conduct business between the United States and Greater China, acting as a financial bridge. This category includes a wide range of small to medium-sized businesses and larger corporations across various industries (e.g., technology, manufacturing, wholesale trade) that seek commercial loans (C&I loans), treasury management, and trade finance services.
  2. Real Estate Investors and Developers: A significant portion of East West Bank's loan portfolio is dedicated to commercial real estate. This customer segment includes individuals, partnerships, and corporate entities involved in acquiring, developing, and managing various types of commercial properties.
  3. Individuals, Families, and High Net Worth Individuals: The bank provides a full suite of consumer banking services to individuals and families. This includes deposit accounts, residential mortgage loans, personal loans, and wealth management services for clients seeking to manage their personal finances and investments.

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Dominic Ng, Chairman and Chief Executive Officer

Dominic Ng joined East West Bank in 1991, becoming CEO in 1992 and Chairman and CEO in 1998. He transformed East West from a $600 million savings and loan association into a global full-service commercial bank with over $78 billion in assets as of 2025. Before joining East West, Mr. Ng was President at Seyen Investment Inc., a local venture capital firm, and previously a Certified Public Accountant with Touche Ross (later Deloitte & Touche LLP). In 1998, he engineered East West Bank's sale in a management-led buyout, and its parent entity, East West Bancorp, went public in 1999. He has expanded the bank through several acquisitions of financial institutions.

Christopher J. Del Moral-Niles, Executive Vice President and Chief Financial Officer

Christopher J. Del Moral-Niles was appointed Executive Vice President and Chief Financial Officer in October 2023. Prior to East West, he served as the Chief Financial Officer for Associated Banc-Corp for a decade. His previous roles include Corporate Treasurer for First American (FAF) and President of First American Trust. He also served as a Senior Vice President and Director of Liability Management for Union Bank. Earlier in his career, Mr. Del Moral-Niles worked as an investment banker at both Merrill Lynch and Lehman Brothers.

Irene H. Oh, Executive Vice President and Chief Risk Officer

Irene H. Oh was appointed Executive Vice President and Chief Risk Officer in October 2023. She previously served as the company's Chief Financial Officer for over 13 years, from January 2010 to October 2023. Ms. Oh joined East West in 2004 and held various leadership roles in accounting and corporate finance. Before joining East West, she held positions at Goldman Sachs and Deloitte & Touche LLP.

Parker Shi, Executive Vice President and Chief Operating Officer

Parker Shi was appointed Chief Operating Officer in November 2021. He serves as Executive Vice President and Chief Operating Officer.

Douglas P. Krause, Chief Corporate Officer and Vice Chairman

Douglas P. Krause has served as Chief Corporate Officer and Vice Chairman since 2020. Prior to this role, he was the General Counsel at Metrobank and, before that, a legal officer at Jones Day.

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East West Bancorp (EWBC) faces several key risks inherent in the banking industry, with a particular emphasis due to its specific business model and market focus. The most significant risks include:

  1. Commercial Real Estate (CRE) Exposure: East West Bancorp has a notable concentration in commercial real estate (CRE) loans. As of June 30, 2025, approximately 37% of its loan book, totaling around $20.5 billion, was comprised of CRE loans, which is above the typical 30% threshold many banks aim to maintain. A significant portion of the bank's loan portfolio is secured by real estate, making it particularly vulnerable to a downturn in real estate markets. While the bank employs conservative underwriting practices and maintains a diverse property range with low average loan-to-value ratios, a softening in the real estate sector could still adversely impact its asset quality and financial performance.

  2. U.S.-China Trade and Geopolitical Risks: East West Bancorp's business model is deeply entrenched in the U.S.-Asia trade corridor, with a significant concentration of clients involved in U.S.-China trade and cross-border commerce. This specialization exposes the bank to risks associated with tariff uncertainties and broader geopolitical tensions between the U.S. and China. Changes in tariffs or a decline in trade volumes could lead to increased costs, squeezed margins, and supply chain disruptions for its import/export clients, potentially resulting in credit stress. Furthermore, the bank's operations in Greater China, including branches in China and Hong Kong, expose its financial assets to fluctuations in currency exchange rates and other economic and political uncertainties in these regions.

  3. Interest Rate Risk: East West Bancorp's financial performance is substantially dependent on net interest income, which is the difference between interest earned on assets and interest paid on liabilities. Consequently, variations in interest rates can materially and adversely affect its net interest income, net interest margin, deposit costs, loan origination volume, and overall profitability. The volatility of interest rates and mismatches in the interest reset dates between assets and liabilities are key factors contributing to this risk, potentially leading to margin compression if loan rates drop faster than deposit costs.

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The intensifying "de-risking" and diversification strategies by governments and corporations aimed at reducing economic reliance on China pose a clear emerging threat. East West Bancorp's core business heavily relies on facilitating cross-border trade, investment, and financial flows between the United States and Greater China. A sustained or accelerating trend of companies shifting supply chains, manufacturing, and investment away from China, driven by geopolitical tensions and policy directives, could directly reduce the demand for EWBC's specialized banking services in this critical corridor. This would impact loan growth, trade finance volumes, and overall revenue streams from their primary market niche.

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East West Bancorp (EWBC) primarily operates as a full-service commercial bank with a significant focus on commercial lending, residential lending, commercial real estate (CRE) lending, and cross-border banking, particularly between the United States and Asia. The company serves small and medium-sized businesses, business executives, professionals, and individuals.

The addressable markets for East West Bancorp's main products and services are sized as follows:

  • U.S. Commercial Banking Market: The U.S. commercial banking market is estimated to be approximately $732.5 billion in 2025, with a forecast to reach $915.45 billion by 2030, growing at a compound annual growth rate (CAGR) of 4.56%. Another source indicates the market size of Commercial Banking in the U.S. was $1.5 trillion in 2024 and is projected to be $1.6 trillion in 2025. This market includes various services such as commercial lending, treasury management, and other banking services.
  • U.S. Residential Lending (Home Loans/Mortgages): The U.S. home loan market reached $2.29 trillion in 2025 and is forecasted to grow to $3.02 trillion by 2030, with a 5.63% CAGR. For purchase mortgages specifically, the U.S. market is valued at $1,145.4 billion in 2025. Mortgage originations in the United States totaled $1.69 trillion in 2024.
  • U.S. Commercial Real Estate (CRE) Lending: The total U.S. CRE mortgage market, as of the end of 2022, consisted of $4.5 trillion backed by income-producing properties and $470 billion in construction loans. Total commercial real estate mortgage borrowing and lending was estimated at $498 billion in 2024. Total commercial and multifamily loan originations are expected to climb to $583 billion in 2025. The broader U.S. Real Estate Loan Market (encompassing residential, commercial, and industrial properties) was valued at $3.5 trillion in 2024.
  • Global and North American Trade Finance Market: The global trade finance market, representing the total value of facilitated trade transactions, was valued at $9.7 trillion in 2024. Another estimate places the global trade finance market at approximately $235.94 billion in 2024, projected to grow to $541.32 billion by 2035. North America holds a significant share in this market, valued at $4.5 trillion in 2023 and projected to reach $8.5 trillion by 2032 for the total market volume. For market size often referring to revenue/fees, the global trade finance market was valued at $54.12 billion in 2024. North America dominated the global trade finance industry in 2024 with a revenue share of over 26.8%. East West Bancorp's cross-border banking services specifically bridge the U.S. and Asian markets.

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East West Bancorp (EWBC) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Net Interest Income (NII) Growth Driven by Loan and Deposit Expansion: The company anticipates full-year loan growth of 2-4% and has demonstrated balanced growth in both loans and deposits, with each increasing by 2% quarter-over-quarter in Q2 2025. This deposit-led growth funds loan expansion, optimizes the funding mix, and contributes to improved liquidity, directly impacting NII. Management has also highlighted quarter-over-quarter growth in net interest income. East West Bancorp projects an increase in net interest income estimates for the second half of 2025 and into 2026.
  2. Expansion of Fee-Based Businesses: East West Bancorp has reported record fee income, with growth across all fee businesses, including wealth management, foreign exchange (FX), and derivatives. Specific contributors to fee income include commercial and consumer deposit-related fees, lending and loan servicing fees, foreign exchange income, wealth management fees, and customer derivative income. This diversification of revenue streams beyond traditional lending is a significant growth driver.
  3. Strategic Focus on U.S.-Asia Cross-Border Banking: As the largest independent bank in the U.S. focused on bridging financial services between America and Asia, East West Bancorp leverages its unique market position to facilitate U.S.-Asia cross-border transactions. This specialization allows the bank to cater to a specific customer base and capitalize on related business opportunities.
  4. Digital Banking Partnerships and Enhanced Payment Solutions: East West Bank has partnered with Worldpay to expand its payment solutions for commercial and business customers. This initiative aims to enhance in-store and online transaction capabilities, which can contribute to fee income growth and attract new business clients.

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Share Repurchases

  • East West Bancorp's Board of Directors authorized an additional $300 million for share repurchases on January 22, 2025, bringing the total current authorization to $329 million.
  • In the fourth quarter of 2024, approximately 200 thousand shares were repurchased for $20 million.
  • The company executed $143.082 million in share buybacks during 2024, following $82.174 million in 2023 and $99.99 million in 2022.

Share Issuance

  • East West Bancorp's net common equity issued/repurchased for 2024 was $-0.14 billion, indicating net repurchases, and a decline in shares outstanding from 0.142 billion in 2023 to 0.140 billion in 2024.

Capital Expenditures

  • East West Bancorp is committed to investing for the future to enhance long-term stockholder value, which typically includes investments in technology, branch infrastructure, and operational improvements for a financial institution.
  • The bank's stated focus includes growing loans, deposits, and revenue, improving profitability, and investing for future growth.
  • Specific dollar values for capital expenditures and expected upcoming year expenditures are not explicitly detailed in the available information.

Trade Ideas

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Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
NDAQ_2282026_Insider_Buying_45D_2Buy_200K02282026NDAQNasdaqInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
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JEF_2272026_Dip_Buyer_ValueBuy02272026JEFJefferies FinancialDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
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PAYO_2272026_Dip_Buyer_High_CFO_Margins_ExInd_DE02272026PAYOPayoneer GlobalDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
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FOUR_2272026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02272026FOURShift4 PaymentsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
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COIN_2202026_Dip_Buyer_High_CFO_Margins_ExInd_DE02202026COINCoinbase GlobalDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
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2.6%2.6%-6.5%
EWBC_12312024_Quality_Momentum_RoomToRun_10%12312024EWBCEast West BancorpQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
10.9%20.3%-25.4%
EWBC_5312023_Insider_Buying_GTE_1Mil_EBITp+DE_V205312023EWBCEast West BancorpInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
32.6%58.4%0.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EWBCALLYFHNWBSCFRAGBKMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.AGI  
Mkt Price107.6537.3823.0069.08134.0010.1653.23
Mkt Cap15.011.611.311.18.5-11.3
Rev LTM2,8978,7703,3242,8862,235-2,897
Op Inc LTM-------
FCF LTM1,502-5465951,009127-595
FCF 3Y Avg1,4467731,0271,105436-1,027
CFO LTM1,5023,7296281,058274-1,058
CFO 3Y Avg1,4464,2711,0651,147581-1,147

Growth & Margins

EWBCALLYFHNWBSCFRAGBKMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.AGI  
Rev Chg LTM12.9%-1.4%7.4%11.4%8.3%-8.3%
Rev Chg 3Y Avg7.8%-1.7%2.2%5.4%9.8%-5.4%
Rev Chg Q12.8%5.4%22.8%11.4%8.3%-11.4%
QoQ Delta Rev Chg LTM3.0%1.4%5.1%2.7%2.0%-2.7%
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM51.8%42.5%18.9%36.7%12.3%-36.7%
CFO/Rev 3Y Avg54.2%47.9%33.7%42.6%28.1%-42.6%
FCF/Rev LTM51.8%-6.2%17.9%35.0%5.7%-17.9%
FCF/Rev 3Y Avg54.2%8.5%32.5%41.1%21.2%-32.5%

Valuation

EWBCALLYFHNWBSCFRAGBKMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.AGI  
Mkt Cap15.011.611.311.18.5-11.3
P/S5.21.33.43.83.8-3.8
P/EBIT-------
P/E11.313.611.511.013.1-11.5
P/CFO10.03.118.010.531.1-10.5
Total Yield11.0%10.6%11.5%11.5%10.6%-11.0%
Dividend Yield2.2%3.3%2.8%2.4%3.0%-2.8%
FCF Yield 3Y Avg11.4%7.6%10.8%11.8%5.4%-10.8%
D/E0.21.80.10.30.0-0.2
Net D/E-0.1-0.7-0.60.1-1.1--0.6

Returns

EWBCALLYFHNWBSCFRAGBKMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.AGI  
1M Rtn-12.1%-11.7%-12.3%-5.5%-8.0%-5.5%-9.8%
3M Rtn-1.1%-11.1%0.8%10.8%6.6%-5.5%-0.2%
6M Rtn0.8%-8.4%2.1%14.3%5.8%-5.5%1.5%
12M Rtn30.9%15.2%33.7%49.4%9.0%-5.5%23.1%
3Y Rtn86.9%60.8%28.1%77.3%23.2%-5.5%44.4%
1M Excs Rtn-9.9%-9.5%-10.1%-3.4%-5.8%-3.3%-7.7%
3M Excs Rtn-0.4%-9.9%2.3%12.4%8.1%-4.2%1.0%
6M Excs Rtn-4.9%-12.6%0.1%8.3%0.5%-9.9%-2.4%
12M Excs Rtn6.5%-6.1%7.8%21.4%-10.5%-23.0%0.2%
3Y Excs Rtn-11.9%-31.7%-47.6%-21.1%-57.0%-73.1%-39.6%

Comparison Analyses

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FDIC Bank Data

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Consumer and Business Banking1,3301,281791595754
Commercial Banking1,2851,072930849786
Treasury and Other-7    
Other -896169150
Total2,6082,3451,8171,6131,690


Net Income by Segment
$ Mil20252024202320222021
Consumer and Business Banking595608309186284
Commercial Banking570507489268314
Treasury and Other-4    
Other 127511476
Total1,1611,128873568674


Assets by Segment
$ Mil20252024202320222021
Commercial Banking35,02033,04328,55726,95925,502
Consumer and Business Banking19,16517,38614,96213,35111,521
Treasury and Other15,428    
Other 13,68417,35211,8477,174
Total69,61364,11260,87152,15744,196


Price Behavior

Price Behavior
Market Price$107.65 
Market Cap ($ Bil)14.8 
First Trading Date02/03/1999 
Distance from 52W High-12.2% 
   50 Days200 Days
DMA Price$114.94$105.31
DMA Trendupup
Distance from DMA-6.3%2.2%
 3M1YR
Volatility29.2%34.4%
Downside Capture125.97119.01
Upside Capture126.05122.64
Correlation (SPY)52.6%69.6%
EWBC Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta1.251.371.301.101.251.33
Up Beta1.352.072.001.621.101.26
Down Beta0.331.131.071.301.531.41
Up Capture136%113%133%85%132%219%
Bmk +ve Days9203170142431
Stock +ve Days14233365130385
Down Capture162%142%111%89%112%108%
Bmk -ve Days12213054109320
Stock -ve Days7182657119361

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EWBC
EWBC24.1%34.8%0.68-
Sector ETF (XLF)3.0%19.3%0.0376.6%
Equity (SPY)18.7%19.1%0.7769.5%
Gold (GLD)79.6%26.2%2.22-3.6%
Commodities (DBC)19.2%17.2%0.8826.1%
Real Estate (VNQ)5.3%16.4%0.1455.6%
Bitcoin (BTCUSD)-20.4%45.5%-0.3632.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EWBC
EWBC10.6%36.6%0.37-
Sector ETF (XLF)10.2%18.7%0.4376.8%
Equity (SPY)13.7%17.0%0.6460.7%
Gold (GLD)24.5%17.2%1.16-3.6%
Commodities (DBC)11.6%19.0%0.5015.9%
Real Estate (VNQ)5.3%18.8%0.1948.1%
Bitcoin (BTCUSD)6.5%56.8%0.3320.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EWBC
EWBC15.8%38.1%0.50-
Sector ETF (XLF)13.0%22.1%0.5479.2%
Equity (SPY)14.9%17.8%0.7261.6%
Gold (GLD)15.1%15.6%0.81-11.1%
Commodities (DBC)8.9%17.6%0.4222.9%
Real Estate (VNQ)5.9%20.7%0.2546.8%
Bitcoin (BTCUSD)66.0%66.8%1.0515.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date2272026
Short Interest: Shares Quantity3.9 Mil
Short Interest: % Change Since 21520261.1%
Average Daily Volume0.9 Mil
Days-to-Cover Short Interest4.1 days
Basic Shares Quantity139.7 Mil
Short % of Basic Shares2.8%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
1/22/2026-3.4%-0.1%1.4%
7/22/2025-2.4%-5.2%-6.4%
4/22/20256.6%9.0%15.3%
1/23/2025-0.6%0.1%-9.2%
10/22/20245.8%9.0%17.4%
7/23/20240.8%5.4%-2.8%
4/23/20242.5%-1.1%0.2%
1/23/20242.8%1.6%-1.4%
...
SUMMARY STATS   
# Positive121414
# Negative1199
Median Positive3.1%3.6%10.7%
Median Negative-1.0%-5.2%-6.4%
Max Positive9.5%35.0%25.8%
Max Negative-9.3%-10.7%-14.7%

SEC Filings

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Report DateFiling DateFiling
12/31/202502/27/202610-K
09/30/202511/07/202510-Q
06/30/202508/07/202510-Q
03/31/202505/09/202510-Q
12/31/202402/28/202510-K
09/30/202411/08/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202302/29/202410-K
09/30/202311/08/202310-Q
06/30/202308/08/202310-Q
03/31/202305/09/202310-Q
12/31/202202/27/202310-K
09/30/202211/08/202210-Q
06/30/202208/08/202210-Q
03/31/202205/09/202210-Q

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Oh, Irene HChief Risk OfficerDirectSell12222025113.907,453848,8979,762,825Form
2Oh, Irene HChief Risk OfficerDirectSell12172025115.0012,5471,442,90510,714,205Form
3Ng, DominicChief Executive OfficerDirectSell12122025113.6330,0003,408,96597,532,078Form
4Shi, ParkerChief Operating OfficerDirectSell12112025115.038,8441,017,3251,719,698Form
5Campbell, Molly DirectSell11242025104.731,520159,190791,340Form