Rick Newman

Banks Most Likely to Pay Back Bailout Funds

By Rick Newman

Posted: May 5, 2009

Since last fall, when the financial bailouts began, the government has injected about $250 billion into hundreds of banks, whether they're faltering or not. The original Troubled Assets Relief Program flooded all banks of significant size with money to prevent bank runs, prop up lending, and convince consumers and investors that the entire banking sector is safe.

Since then, the TARP mission has changed. Regulators, politicians, and taxpayers all want to know which banks are healthy and able to pay back their taxpayer funds and which are sick and likely to need more. The Obama administration's "stress tests" of the 19 biggest banks are one effort to figure out which banks can stand on their own and which are likely to need more government aid.

[See the banks least likely to pay back their bailout funds.]

We've devised another. Using easy-to-understand public data, we've developed a "market-to-bailout ratio" for about 45 banks, which measures how investors value the bank relative to its size and to the amount of bailout money it has received. [See a detailed methodology.]

A ratio of 1.0 would mean that investors believe the bank's market value is only equal to the amount the government has invested in it. To pay back the government injections, such banks would probably have to sell assets, which could worsen their prospects. A ratio lower than 1.0 is even worse and might signal that the bank, instead of being ready to pay back public funds, might need more.

[See the best and worst bailed-out banks.]

Banks with a market-to-bailout ratio of 2.0 or higher are in fairly good shape, with investors valuing the company well above the amount of government aid it has received. Based on our numbers, here are the banks most likely to pay back the taxpayer funds they've received:

Bank "Market-to-bailout ratio" (higher is better) Stress test? Total assets as of 12/31/08 (millions) Market cap as of 5/4/09 (millions) TARP funding (millions) TARP funding/total assets Market cap/total assets
Bank of New York Mellon 10.3 Yes 237,512.0 30,880 3000.0 1.3% 13.0%
American Express 8.8 Yes 126,074.0 29,970 3389.0 2.7% 23.8%
Northern Trust 7.7   82,053.6 12,170 1576.0 1.9% 14.8%
State Street 7.6 Yes 173,631.0 15,110 2000.0 1.2% 8.7%
Valley National Bancorp 6.8   14,718.1 2,050 300.0 2.0% 13.9%
Goldman Sachs 6.0 Yes 884,547.0 59,960 10000.0 1.1% 6.8%
JPMorgan Chase 5.1 Yes 2,175,052.0 127,120 25000.0 1.1% 5.8%
U.S. Bancorp 5.0 Yes 265,912.0 33,320 6599.0 2.5% 12.5%
TCF Financial 5.0   16,740.4 1,820 361.2 2.2% 10.9%
City National 4.5   16,455.5 1,780 400.0 2.4% 10.8%
BB&T 4.3 Yes 152,015.0 13,440 3133.0 2.1% 8.8%
Associated Banc-Corp 3.8   24,192.1 2,010 525.0 2.2% 8.3%
Wells Fargo 3.7 Yes 1,309,639.0 91,620 25000.0 1.9% 7.0%
Discover Financial Services 3.4   39,892.4 4,140 1225.0 3.1% 10.4%
First Horizon 2.9   31,022.0 2,520 866.5 2.8% 8.1%
Morgan Stanley 2.8 Yes 658,812.0 28,280 10000.0 1.5% 4.3%
Whitney Holding Corp. 2.6   12,380.5 790 300.0 2.4% 6.4%
PNC 2.4 Yes 291,081.0 17,890 7579.0 2.6% 6.1%
Susquehanna Bancshares 2.3   13,683.0 686.5 300.0 2.2% 5.0%
Capital One 2.0 Yes 165,913.5 7,220 3555.0 2.1% 4.4%
 
Sources: FDIC, Treasury Dept., ProPublica Ultimate Bailout Guide, Milken Institute, Google Finance
Bank Bailouts

As usual, you provide a lucid and readable commentary on the situation you describe. I am particularly interested in the bank tests because I have a significant amount of money (for me)in MetLife preferred stock. I had assumed that it would be almost impossible for MetLife to go under. I also have a smaller amount of preferred stock in Wells Fargo, which at one time was seen as the most sound of the banks. Data has a short half-life these days. I also have bonds in Goldman Sachs, and Bank of America. The rest of my bonds are in companies such as Coca-Cola, and other companies which I assumed would survive a great depression.

I read your column because you describe bad news without becoming saying economic Armageddon is coming, and good news with a tempered approach. I will continue to read your column as a useful means of helping me find my way through the financial odyssey ahead

Neil Benson of SC @ May 11, 2009 12:26:09 PM

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Rick Newman

Rick Newman

The global economy is mysterious, even scary. Chief Business Correspondent Rick Newman connects the dots. In addition to his writing for U.S. News, Rick is the co-author of two books: Firefight: Inside the Battle to Save the Pentagon on 9/11, and Bury Us Upside Down: The Misty Pilots and the Secret Battle for the Ho Chi Minh Trail.

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