Comerica Incorporated

NYSE:CMA 주식 리포트

시가총액: US$11.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Comerica 과거 순이익 실적

과거 기준 점검 3/6

Comerica의 수입은 연평균 -8.1%의 비율로 감소해 온 반면, Banks 산업은 수입이 연평균 2.8% 증가했습니다. 매출은 연평균 1.7%의 비율로 증가해 왔습니다. Comerica의 자기자본이익률은 9.4%이고 순이익률은 21.2%입니다.

핵심 정보

-8.08%

순이익 성장률

-7.26%

주당순이익(EPS) 성장률

Banks 산업 성장률11.18%
매출 성장률1.68%
자기자본이익률9.38%
순이익률21.16%
다음 순이익 업데이트21 Apr 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jan 25

CMA: Merger Approvals And Integration Progress Will Shape Fairly Balanced Outlook

Narrative Update The analyst price target for Comerica has moved higher from US$81.28 to US$88.75, with analysts pointing to recent target increases, ratings upgrades, and expectations around the Fifth Third acquisition as key drivers of their updated views. Analyst Commentary Recent research on Comerica clusters around two themes: the pending acquisition by Fifth Third and how regional banks stack up against larger peers.
내러티브 업데이트 Jan 11

CMA: Fifth Third Deal And Higher P/E Multiple Will Drive Repricing

Analysts have lifted their fair value estimate for Comerica to about $113.47 from $99.00, citing higher Street price targets, recent upgrades related to the pending Fifth Third acquisition, and updated assumptions that include a higher future P/E multiple, even as revenue growth and profit margin expectations are more restrained. Analyst Commentary Bullish analysts are leaning more constructive on Comerica following the announced acquisition by Fifth Third, with several research updates pointing to improved sentiment on both valuation and deal execution.
내러티브 업데이트 Dec 27

CMA: Fifth Third Merger Will Drive Repricing And Earnings Outlook Through 2027

Analysts have nudged their fair value estimate for Comerica higher, lifting the target from $97.00 to $99.00 as they factor in the Fifth Third acquisition, modestly stronger revenue growth and profitability assumptions, and a higher future earnings multiple reflecting anticipated deal accretion and improved banking sector sentiment. Analyst Commentary Street research surrounding Comerica has shifted meaningfully more constructive following the announced merger with Fifth Third, with several bullish analysts revisiting ratings and valuation frameworks.
내러티브 업데이트 Dec 13

CMA: Fifth Third Merger Will Reframe Earnings Outlook And Trading Dynamics

Analysts have lifted their fair value estimate for Comerica to $97 from about $71, reflecting higher expected revenue growth and valuation multiples as the Fifth Third stock merger reshapes the bank's earnings outlook and trading dynamics. Analyst Commentary Recent Street research reflects a meaningful shift in sentiment toward Comerica following the announced all stock acquisition by Fifth Third, with several bullish analysts revising ratings and price targets higher to reflect the new strategic and valuation framework.
내러티브 업데이트 Nov 29

CMA: Merger Will Shift Share Focus While Integration And Board Actions Remain Key

Comerica's average analyst price target has increased, with analysts citing the anticipated benefits and strategic rationale of the recently announced merger with Fifth Third as the primary drivers for the upward revision. Analyst Commentary Following the announcement of the merger between Comerica and Fifth Third, analysts have provided a range of perspectives on the outlook for Comerica shares.
내러티브 업데이트 Nov 15

CMA: Outlook Will Balance Merger Synergies With Execution And Integration Risks

Analysts have modestly increased their price target for Comerica from $79.78 to $81.28. This reflects renewed optimism following the announced merger with Fifth Third and supportive M&A trends within the sector.
내러티브 업데이트 Nov 01

CMA: Fifth Third Merger Will Shape Sunbelt Reach And Influence Future Performance

Comerica's fair value estimate has been raised from $75.05 to $79.78. Analysts cite anticipated benefits from the recently announced merger with Fifth Third and the resulting upward revisions to price targets.
내러티브 업데이트 Oct 18

Sunbelt And Digital Focus Will Define Future Strength

Comerica's analyst price target has increased from $69 to $75.05. Analysts highlight the supportive impact of the pending merger with Fifth Third Bancorp and updated valuation frameworks.
내러티브 업데이트 Oct 03

Sunbelt And Digital Focus Will Define Future Strength

Comerica’s analyst price target increased from $67.38 to $69.00, as analysts cite improving net interest income projections and a more constructive operating environment for mid-cap banks. Analyst Commentary Recent Street research on Comerica highlights a mix of optimistic and cautious views among analysts, reflecting both improved expectations for bank fundamentals and some persistent risks facing the sector.
내러티브 업데이트 Sep 11

Sunbelt And Digital Focus Will Define Future Strength

Analysts have raised Comerica’s price target slightly to $67.38, reflecting expectations of a constructive macro environment, improved loan growth, potential M&A, and relative valuation appeal for capital-strong regional banks. Analyst Commentary Expectations of a constructive macro backdrop supporting banking fundamentals, loan growth acceleration in the second half, and potential M&A activity.
분석 기사 Aug 27

Comerica (NYSE:CMA) Is Paying Out A Dividend Of $0.71

The board of Comerica Incorporated ( NYSE:CMA ) has announced that it will pay a dividend of $0.71 per share on the 1st...
Seeking Alpha Aug 19

CMA.PR.B: 6.875% Fixed Rate Reset Preferred IPO From Comerica Incorporated

Summary CMA.PR.B offers a 6.875% fixed, non-cumulative dividend, resetting in 2030, with favorable tax treatment, and strong dividend coverage from Comerica's common equity. Comerica's credit profile has been unchanged since 2020, but faces a negative outlook due to funding and liquidity pressures, though preferred dividend risk appears minimal for now. The preferred stock trades at a significant credit spread premium versus company debt, suggesting attractive relative value for income-focused investors. Relative sector valuation shows CMA-B is fairly priced versus peers, but I prefer higher-quality alternatives like BOH-B and RF-F for better risk/reward. I see no immediate concerns for CMA-B holders, but I will monitor for a more attractive entry point before considering an investment. Read the full article on Seeking Alpha
분석 기사 Aug 02

Comerica (NYSE:CMA) Has Announced A Dividend Of $0.71

The board of Comerica Incorporated ( NYSE:CMA ) has announced that it will pay a dividend of $0.71 per share on the 1st...
분석 기사 Jun 11

Comerica (NYSE:CMA) Is Due To Pay A Dividend Of $0.71

Comerica Incorporated ( NYSE:CMA ) has announced that it will pay a dividend of $0.71 per share on the 1st of July. The...
분석 기사 May 27

Comerica (NYSE:CMA) Is Paying Out A Dividend Of $0.71

Comerica Incorporated ( NYSE:CMA ) will pay a dividend of $0.71 on the 1st of July. This makes the dividend yield 5.1...
Seeking Alpha Apr 21

Comerica Q1 Earnings Review: Deposit Weakness Offsets Solid Credit Quality

Summary Comerica Incorporated's Q1 results showed solid credit quality but weak deposit trends, with average deposits falling by $1.4 billion and a significant 5% annual decline. Despite cutting deposit costs aggressively, Comerica's strategy to maximize margins may hinder deposit growth, especially with the loss of the Direct Express contract. Loan demand remains soft, with average balances down $400 million, and commercial real estate exposure declining by $250 million amid economic uncertainty. Given average capital and poor deposit trends, I rate CMA stock as a hold, expecting shares to remain in the low-$50s, with limited upside potential. Read the full article on Seeking Alpha
Seeking Alpha Jan 27

Comerica: Deposit Pressures Reflected After A Mixed Q4 (Rating Upgrade)

Summary Comerica's shares have been mixed, gaining 15% but lagging due to declining deposits and loss of a government contract, leading to a "hold" rating. Q4 results showed weak deposit growth but impressive pricing actions, with a shift from brokered to core deposits, aiding margin expansion. Loan demand remains tepid, but credit quality is solid with limited commercial real estate exposure, and the bank benefits more from falling rates. Despite some downside risks, CMA stock is trading around fair value, with limited upside but a secure dividend, justifying an upgrade to "hold". Read the full article on Seeking Alpha
Seeking Alpha Nov 15

Comerica: Too Much Optimism Given Deposit Headwinds (Downgrade)

Summary Comerica's shares have rallied 60% over the past year, but the recent gains appear overdone given ongoing deposit weaknesses. Despite a solid capital position and potential regulatory benefits, CMA faces challenges with declining noninterest-bearing deposits and higher deposit costs. The bank's net interest margin is pressured by unfavorable deposit mix and declining loans, with limited near-term earnings growth expected. With a full valuation at 13x earnings and a 10% downside risk, I recommend selling Comerica shares to capitalize on the recent rally. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Comerica가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:CMA 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 253,2666912,1910
30 Sep 253,2346902,1650
30 Jun 253,2156922,1410
31 Mar 253,2347052,1030
31 Dec 243,1956712,0800
30 Sep 243,1615352,0900
30 Jun 243,2466022,0730
31 Mar 243,3136682,0480
31 Dec 233,5038542,0150
30 Sep 233,7201,1691,9760
30 Jun 233,7951,2681,9500
31 Mar 233,7231,2571,9280
31 Dec 223,4741,1221,8830
30 Sep 223,2621,0011,8420
30 Jun 223,1029131,8160
31 Mar 223,1679791,8040
31 Dec 213,3511,1401,8000
30 Sep 213,3271,1341,7790
30 Jun 213,2351,0881,7440
31 Mar 212,9318841,7050
31 Dec 202,3754821,6550
30 Sep 202,4265341,6350
30 Jun 202,5286151,6310
31 Mar 202,7577951,6200
31 Dec 193,2751,1951,6390
30 Sep 193,3211,2321,6240
30 Jun 193,3471,2581,6220
31 Mar 193,4051,2851,6280
31 Dec 183,3291,2271,6190
30 Sep 183,3001,0311,6510
30 Jun 183,2649391,6640
31 Mar 183,1568171,6680
31 Dec 173,0947381,6800
30 Sep 172,9687891,6380
30 Jun 172,8777131,6380
31 Mar 172,7826141,6510
31 Dec 162,6004731,6750
30 Sep 162,5524251,6800
30 Jun 162,5024111,6700
31 Mar 162,4694421,6650
31 Dec 152,5775151,6620
30 Sep 152,5765481,5910
30 Jun 152,5445661,5480
31 Mar 152,5385811,4880

양질의 수익: CMA는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CMA의 현재 순 이익률 (21.2%)은 지난해 (21%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: CMA의 수익은 지난 5년 동안 연평균 8.1% 감소했습니다.

성장 가속화: 지난 1년간 CMA 의 수익 증가율(3%)은 연간 평균(-8.1%)을 초과합니다.

수익 대 산업: CMA의 지난 1년 수익 증가율(3%)은 Banks 업계 평균(22.8%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: CMA의 자본 수익률(9.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/02/03 09:52
종가2026/01/30 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Comerica Incorporated는 32명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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