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Merrill Lynch Depositor Inc. 6.0518% Index Plus Trust Series 2003-1 (IPB) 10-Year Financial Performance & Capital Metrics

IPB • • Banking & Credit
Financial ServicesCredit Services
  • Net Interest Income $0
  • Total Revenue $986M +6.6%
  • Net Income $290M +116.6%
  • Return on Equity 0.51% +114.4%
  • Net Interest Margin 0%
  • Efficiency Ratio 1642.6% -13.4%
  • ROA 0.05% +115.9%
  • Equity / Assets 10.68% +20.4%
  • Book Value per Share -
  • Tangible BV/Share -
  • Debt/Equity 1.48 -35.3%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Strong Piotroski F-Score: 7/9
  • ✓Well capitalized: 10.7% equity/assets
  • ✓Diversified revenue: 100.0% from non-interest income

✗Weaknesses

  • ✗High cost structure: 1642.6% efficiency ratio

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y-
3Y-
TTM-

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-

EPS CAGR

10Y-
5Y-
3Y-
TTM-

ROCE

10Y Avg-0.4%
5Y Avg-0.4%
3Y Avg-0.4%
Latest0.05%

Profit & Loss

Dec 2011Dec 2012
Net Interest Income+00
NII Growth %--
Net Interest Margin %--
Interest Income00
Interest Expense8.79B7.1B
Loan Loss Provision-8.79B-7.1B
Non-Interest Income+925M986M
Non-Interest Income %--
Total Revenue+925M986M
Revenue Growth %-0.07%
Non-Interest Expense17.54B16.2B
Efficiency Ratio--
Operating Income+-4.69B290M
Operating Margin %--
Operating Income Growth %-1.06%
Pretax Income+-4.69B-2.26B
Pretax Margin %--
Income Tax+-2.95B-2.55B
Effective Tax Rate %--
Net Income+-1.75B290M
Net Margin %--
Net Income Growth %-1.17%
Net Income (Continuing)-1.75B290M
EPS (Diluted)+0.000.00
EPS Growth %--
EPS (Basic)0.000.00
Diluted Shares Outstanding00

Balance Sheet

Dec 2011Dec 2012
Cash & Short Term Investments+1000K1000K
Cash & Due from Banks13.73B12.91B
Short Term Investments1000K1000K
Total Investments+244M656M
Investments Growth %-1.69%
Long-Term Investments00
Accounts Receivables00
Goodwill & Intangibles+--
Goodwill00
Intangible Assets00
PP&E (Net)1.39B1.03B
Other Assets531.3B557.93B
Total Current Assets23.11B22.81B
Total Non-Current Assets532.68B580.12B
Total Assets+555.79B602.93B
Asset Growth %-0.08%
Return on Assets (ROA)-0%0%
Accounts Payable00
Total Debt+113.17B95.63B
Net Debt99.44B82.71B
Long-Term Debt107.12B92.25B
Short-Term Debt6.05B3.38B
Other Liabilities00
Total Current Liabilities6.05B4.79B
Total Non-Current Liabilities107.12B98.09B
Total Liabilities506.5B538.53B
Total Equity+49.29B64.4B
Equity Growth %-0.31%
Equity / Assets (Capital Ratio)--
Return on Equity (ROE)-0.04%0.01%
Book Value per Share--
Tangible BV per Share--
Common Stock00
Additional Paid-in Capital00
Retained Earnings8.24B8.8B
Accumulated OCI-235M-527M
Treasury Stock00
Preferred Stock00

Cash Flow

Dec 2011Dec 2012
Cash from Operations+13.89B17.78B
Operating CF Growth %-0.28%
Net Income-1.75B290M
Depreciation & Amortization731M576M
Deferred Taxes-3.08B2.79B
Other Non-Cash Items16.07B12.6B
Working Capital Changes00
Cash from Investing+13.47B2.92B
Purchase of Investments00
Sale/Maturity of Investments1000K1000K
Net Investment Activity--
Acquisitions00
Other Investing11.73B1.7B
Cash from Financing+-30.33B-21.52B
Dividends Paid00
Share Repurchases-13.73B-12.91B
Stock Issued00
Net Stock Activity--
Debt Issuance (Net)00
Other Financing-30.33B-21.52B
Net Change in Cash+-3.49B-822M
Exchange Rate Effect-1000K-1000K
Cash at Beginning17.22B13.73B
Cash at End13.73B12.91B
Interest Paid00
Income Taxes Paid00
Free Cash Flow+13.89B17.78B
FCF Growth %-0.28%

Banking Ratios

Metric20112012
Return on Equity (ROE)-3.55%0.51%
Return on Assets (ROA)-0.31%0.05%
Net Interest Margin0%0%
Efficiency Ratio1896.65%1642.6%
Equity / Assets8.87%10.68%

Frequently Asked Questions

Growth & Financials

Merrill Lynch Depositor Inc. 6.0518% Index Plus Trust Series 2003-1 (IPB) grew revenue by 6.6% over the past year. This is steady growth.

Yes, Merrill Lynch Depositor Inc. 6.0518% Index Plus Trust Series 2003-1 (IPB) is profitable, generating $1.82B in net income for fiscal year 2012 (29.4% net margin).

Dividend & Returns

Merrill Lynch Depositor Inc. 6.0518% Index Plus Trust Series 2003-1 (IPB) has a return on equity (ROE) of 0.5%. This is below average, suggesting room for improvement.

Industry Metrics

Merrill Lynch Depositor Inc. 6.0518% Index Plus Trust Series 2003-1 (IPB) has a net interest margin (NIM) of N/A. NIM has been under pressure due to interest rate environment.

Merrill Lynch Depositor Inc. 6.0518% Index Plus Trust Series 2003-1 (IPB) has an efficiency ratio of 1642.6%. This is higher than peers, suggesting room for cost optimization.

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