How do you interpret consolidated entities — wealth management and trust income?

Growth indicates success in expanding assets under management and deepening relationships with high-net-worth clients.

How does consolidated entities — wealth management and trust income compare across companies?

Comparable to 'Trust and Investment Management Fees' at peer financial institutions.

Zions Bancorporation ZION Consolidated Entities — Wealth Management and Trust Income

Discontinued — last reported Q2 '19

Similar metrics at other companies

NTRSWealth Management — Trust Investment And Other Servicing Fees

$393.7M+0.1%

CFGTrust and investment services fees — Revenue from contracts with customers

$68M+7.9%

WTFCWealth management

$42.06M+23.6%

WTFCWealth management — Non-interest income

$43.28M+28.1%

ONBWealth and investment services fees

$39.72M+34.0%

CFGTrustand Investment Services Fees — Revenue (Gross)

$47M+17.5%

Other financials

Income statement

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Revenue$849.0M+6.8%

Net income$233.0M+37.1%

EPS (diluted)$1.56+38.1%

Balance sheet

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Total debt$2.2B+83.9%

Total equity$7.3B+15.3%

Total assets$88.0B0.0%

Cash flow

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Operating cash flow$423.0M+136%

CapEx$25.0M-7.4%

Free cash flow$398.0M+162%

Valuation

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Market cap$9.73B+15.2%

P/E10.1×-0.4×

P/S2.8×+0.2×

Profitability

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Net margin28%+2.8pp

FCF margin37.5%+7.0pp

Returns & leverage

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Return on equity14.1%+0.9pp

Debt / equity0.3×+0.1×

Where this comes from

Reported directly by Zions Bancorporation in its filing.

Tagged under the XBRL concept zions:WealthManagementandTrustIncome.

The official record: Zions Bancorporation’s 10-Q, filed August 6, 2019, on SEC EDGAR. View the filing →

Questions, answered.

What does consolidated entities — wealth management and trust income mean?: Revenue generated from managing client investments and trust services.
How do you interpret consolidated entities — wealth management and trust income?: Growth indicates success in expanding assets under management and deepening relationships with high-net-worth clients.
How does consolidated entities — wealth management and trust income compare across companies?: Comparable to 'Trust and Investment Management Fees' at peer financial institutions.