One of the advantages of CompleteBankData.com is that the tool provides almost unlimited access to current and historical banking data. A user can create extremely customized point in time searches over very granular data. Want to find how many banks had between $35,000-90,000 of auto lending in 2006 and less than 40 employees in Iowa? Creating that search isn’t a problem, it’s actually very easy.
The problem is that while the complex can be made easy it’s sometimes harder to do the easy things. In providing users with unlimited search capabilities we figured users would take advantage and create complex searches. What users actually did wasn’t what we expected. Most users craft searches over one or two data points and not much more.
In this post I want to show how to construct a simple search to find banks trading for less than 120% of book value, less than 3% of NPA/Assets and a return on equity (ROE) of between 5% and 20%.
Log into CompleteBankData.com and on the top menu bar hover over Search and select Search Holding Companies.
CompleteBankData.com contains two search pages, one for banks, and one for holding companies. Market data searches are on the holding company search page. The holding company search page will load with one default criteria search, total assets for holding companies over the most recent report period. The screen looks as follows:
To add additional criteria click the Add Additional Criteria button. This will bring up a dialog box with search criteria options.
Scroll to the bottom and click on P/B to add the Price to Book metric. Select additional metrics you wish to search over by clicking on them. Once you are satisfied with your selections click on the Done button. The criteria fields you selected will now be shown on the search page.
Adjust the ranges for each criteria by manually editing the lower and upper bounds, or using the slider to graphically adjust your selected criteria. When you are satisfied with your selections and the ranges click the Search button to execute the search.
Result matches are shown in the table below. Click on a bank name to bring up the action menu.
Select View Detail to bring up the detail page for the specific bank. Once selected the detail summary page is opened.
On the detail page relevant statistics are shown at the top of the page under the graphs. Summary financials are shown below the Statistics table. To access more financials select the Summary drop down menu at the top right of the screen.
If you have any trouble or would like additional help on creating more advanced searches please don’t hesitate to contact us.