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Rotce
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Rotce
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depth score: 0
NTRS
Sticky custody franchise at 0.71x IV with rising ROTCE and disciplined buybacks.
Buy · 2026-05-04
CFG
A workable regional bank near tangible book, not a Buffett-grade compounder.
Hold · 2026-05-03
MS
Morgan Stanley is a half-great wealth manager bolted to a cyclical investment bank.
Hold · 2026-05-03
KEY
KeyCorp is a fixable regional bank, not a compounder worth owning here.
Hold · 2026-05-04
GS
Goldman is a great franchise in a structurally unpredictable business.
Too Hard · 2026-05-03
WFC
Asset cap lifted, ROTCE rebuild underway — fair-value bank trading at 1.4x TBV
Hold · 2026-05-03
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