BKU

BankUnited Inc

Finance/Real Estate


Presented:08/13/2018
Price:$39.73
Cap:$4.19B
Current Price:$37.23
Cap:$2.78B

Presented

Date08/13/2018
Price$39.73
Market Cap$4.19B
Ent Value$9.77B
P/E Ratio6.74x
Book Value$29.17
Div Yield2.08%
Shares O/S105.35M
Ave Daily Vol886,712
Short Int2.27%

Current

Price$37.23
Market Cap$2.78B
BankUnited, Inc. is a holding company, which engages in the provision of banking and related services to individual and corporate customers. It also offers commercial lending and deposit products through national platforms. The company was founded on May 21, 2009 and is headquartered in Miami Lakes, FL.

Publicly traded companies mentioned herein: BankUnited Inc (BKU)

Highlights

The presenter is short shares of BankUnited (BKU), noting that there is a major upcoming earnings cliff and a lack of meaningful differentiation at the company. He believes BKU shares do not accurately reflect this dynamic and thinks bullish estimates of loan book growth are overly optimistic. He sees limited M&A risk for the short thesis, given that BKU has been “for sale” for a number of years without a buyer.

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Idea Discussion

Commentor 1 - 2 weeks ago

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