Truist Financial's market value is the price at which a share of Truist Financial trades on a public exchange. It measures the collective expectations of Truist Financial investors about its performance. Truist Financial is trading at 20.74 as of the 27th of July 2025. This is a 0.05% down since the beginning of the trading day. The preferred stock's open price was 20.75. With this module, you can estimate the performance of a buy and hold strategy of Truist Financial and determine expected loss or profit from investing in Truist Financial over a given investment horizon. Check out Truist Financial Correlation, Truist Financial Volatility and Truist Financial Alpha and Beta module to complement your research on Truist Financial.
Please note, there is a significant difference between Truist Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Truist Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Truist Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Truist Financial 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Truist Financial's preferred stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Truist Financial.
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05/28/2025
No Change 0.00
0.0
In 2 months and 1 day
07/27/2025
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If you would invest 0.00 in Truist Financial on May 28, 2025 and sell it all today you would earn a total of 0.00 from holding Truist Financial or generate 0.0% return on investment in Truist Financial over 60 days. Truist Financial is related to or competes with Truist Financial, Truist Financial, US Bancorp, US Bancorp, and Regions Financial. Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlanti... More
Truist Financial Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Truist Financial's preferred stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Truist Financial upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Truist Financial's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Truist Financial's standard deviation. In reality, there are many statistical measures that can use Truist Financial historical prices to predict the future Truist Financial's volatility.
Truist Financial owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0917, which indicates the firm had a -0.0917 % return per unit of risk over the last 3 months. Truist Financial exposes twenty-three different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Truist Financial's Risk Adjusted Performance of (0.04), coefficient of variation of (2,058), and Variance of 0.8231 to confirm the risk estimate we provide. The entity has a beta of 0.38, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Truist Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Truist Financial is expected to be smaller as well. At this point, Truist Financial has a negative expected return of -0.083%. Please make sure to validate Truist Financial's kurtosis, as well as the relationship between the rate of daily change and market facilitation index , to decide if Truist Financial performance from the past will be repeated at some point in the near future.
Auto-correlation
-0.63
Very good reverse predictability
Truist Financial has very good reverse predictability. Overlapping area represents the amount of predictability between Truist Financial time series from 28th of May 2025 to 27th of June 2025 and 27th of June 2025 to 27th of July 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Truist Financial price movement. The serial correlation of -0.63 indicates that roughly 63.0% of current Truist Financial price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.63
Spearman Rank Test
-0.57
Residual Average
0.0
Price Variance
0.05
Truist Financial lagged returns against current returns
Autocorrelation, which is Truist Financial preferred stock's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Truist Financial's preferred stock expected returns. We can calculate the autocorrelation of Truist Financial returns to help us make a trade decision. For example, suppose you find that Truist Financial has exhibited high autocorrelation historically, and you observe that the preferred stock is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values
Timeline
Truist Financial regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Truist Financial preferred stock is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Truist Financial preferred stock is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Truist Financial preferred stock over time.
Current vs Lagged Prices
Timeline
Truist Financial Lagged Returns
When evaluating Truist Financial's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Truist Financial preferred stock have on its future price. Truist Financial autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Truist Financial autocorrelation shows the relationship between Truist Financial preferred stock current value and its past values and can show if there is a momentum factor associated with investing in Truist Financial.
Other Information on Investing in Truist Preferred Stock
Truist Financial financial ratios help investors to determine whether Truist Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Truist with respect to the benefits of owning Truist Financial security.