The 2024 U.S. Bank Stock Power Rankings: Who’s Leading in Growth and Who's Falling Behind?

The ultimate bank investor’s cheat sheet—full U.S. growth rankings, insights on winners & losers, and exclusive future growth score rankings.

The 2024 U.S. Bank Growth Score Rankings

Finally, the U.S. bank call reports are in, and with them comes a tradition that actually matters—the re-running of the U.S. Bank Growth Scoring.

No, it’s not The Masters. It’s better. If you’re in the game—whether you’re a seasoned investor, a new recruit, or an armchair analyst—you know this is where the money is made.

Because when you get bank stocks right, they print money. And if you’ve been following my calls—Citibank, NuBank, Western Alliance, Barclays, Goldman—you’ve seen it firsthand.

But get it wrong? You’ll drown in alphabet soup: PPNR, NCO, NIM, ROTCE, CET1, ALLL, RWA, DFAST—and if you’re British, ROTE (pronounced ROH-TEEEEE).

After 15 years of dissecting banks, I can tell you that one thing matters above all else:

EPS goes up, stock goes up. As my ghostwriter Aurelius points out:

That’s it. That’s the game. Bet you were hoping for something more profound.

Why This Score Exists

Banks aren’t tech companies. You don’t get to slap a “disruptor” label on them and pretend fundamentals don’t matter. That’s why I built this Growth Score framework, inspired by the best sell-side research firms, but with my own twist.

And yes, premium members get access to the full dataset for 298 publicly traded U.S. banks.

Want more? I’m rolling out Brazilian bank rankings next—because the flows are coming back. I’m also going to pump out a sift from this on the top EPS growers and top TBVPS growers over the past 5 years - there’s some stone cold winners in there.

As a reminder, premium members also get:

• Full historical bank analysis

• All past individual company write-ups

• Real-time access to me via Substack Chat for live insights

And if you’re really serious, I’ll send you the actual dataset so you can filter and manipulate it yourself. That right there is worth the $1.28 a day it costs to upgrade.