Stocks ZION Financial statements
Financial statementsZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ financial statements
Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ files with the SEC in its annual reports.
In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.
Income statement
| FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2,783 | 2,838 | 2,791 | 2,911 | 3,152 | 3,115 | 639 | 662 | ||
| Interest expense | 87 | 127 | 251 | 411 | 152 | 59 | 185 | 1,509 | ||
| Interest income | 204 | 326 | 350 | 362 | 304 | 311 | ||||
| Pre-tax income | 705 | 936 | 1,143 | 1,053 | 672 | 1,446 | 1,152 | 886 | 1,012 | 1,175 |
| Income tax | 236 | 344 | 259 | 237 | 133 | 317 | 245 | 206 | 228 | 276 |
| Net income | 411 | 550 | 884 | 816 | 539 | 1,129 | 907 | 680 | 784 | 899 |
| EPS, basic | 2.00 | 2.71 | 4.36 | 4.41 | 3.06 | 6.80 | 5.80 | 4.35 | 4.95 | 6.01 |
| EPS, diluted | 1.99 | 2.60 | 4.08 | 4.16 | 3.02 | 6.79 | 5.79 | 4.35 | 4.95 | 6.01 |
| Shares, basic (weighted) | 204 | 201 | 194 | 176 | 164 | 160 | 150 | 148 | 147 | 147 |
| Shares, diluted (weighted) | 204 | 210 | 207 | 187 | 166 | 160 | 150 | 148 | 147 | 147 |
| Dividend per share | 0.00 | 1.04 | 1.28 | 1.36 | 1.44 | 1.58 | 1.64 | 1.66 | 1.76 |
Balance sheet
| FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 548 | 614 | 705 | 543 | 595 | 657 | 716 | 651 | 683 | |
| Property, plant and equipment | 1,020 | 1,094 | 1,124 | 1,142 | 1,209 | 1,319 | 1,408 | 1,400 | 1,366 | 1,363 |
| Lease right-of-use assets | 218 | 213 | 195 | 173 | 172 | 188 | 207 | |||
| Goodwill | 1,014 | 1,014 | 1,014 | 1,014 | 1,014 | 1,014 | 1,027 | 1,027 | 1,027 | 1,060 |
| Intangible assets | 8 | 2 | 1 | 0 | 2 | 1 | 38 | 32 | 25 | 31 |
| Total assets | 63,239 | 66,288 | 68,746 | 69,172 | 81,479 | 93,200 | 89,545 | 87,203 | 88,775 | 88,690 |
| Short-term debt | 5,653 | 2,053 | 1,572 | 903 | 10,417 | 4,379 | 3,832 | 3,104 | ||
| Long-term debt | 542 | 950 | 1,472 | |||||||
| Total liabilities | 55,605 | 58,609 | 61,168 | 61,819 | 73,593 | 85,737 | 84,652 | 81,512 | 82,651 | 81,510 |
| Total debt | 535 | 383 | 724 | 1,723 | 1,336 | 1,012 | 651 | 542 | 946 | 1,472 |
| Paid-in capital | 0 | 3,806 | 2,735 | 2,686 | 1,928 | 1,754 | 1,731 | 1,737 | 1,726 | |
| Retained earnings | 2,321 | 2,807 | 3,456 | 4,009 | 4,309 | 5,175 | 5,811 | 6,212 | 6,701 | 7,329 |
| Other comprehensive income | -122 | -139 | 250 | 43 | 325 | -80 | -3,112 | -2,692 | -2,380 | -1,941 |
| Shareholders' equity | 7,679 | 7,578 | 7,353 | 7,886 | 7,463 | 4,893 | 5,691 | 6,124 | 7,180 | |
| Total equity | 7,634 | 7,679 | 7,578 | 7,353 | 7,886 | 7,463 | 4,893 | 5,691 | 6,124 | 7,180 |
| Total liabilities and equity | 63,239 | 66,288 | 68,746 | 69,172 | 81,479 | 93,200 | 89,545 | 87,203 | 88,775 | 88,690 |
| Shares outstanding | 203 | 198 | 188 | 165 | 164 | 152 | 149 | 148 | 148 | 148 |
Cash flow statement
| FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 469 | 592 | 884 | 816 | 539 | 1,129 | 907 | 680 | 784 | 899 |
| Depreciation and amortization | 123 | 179 | 193 | 188 | 86 | -14 | 110 | 140 | 124 | 116 |
| Stock-based compensation | 26 | 25 | 26 | 27 | 26 | 28 | 30 | 33 | 33 | 35 |
| Deferred income tax | -8 | 154 | 0 | -2 | -58 | 32 | -43 | -9 | -7 | 47 |
| Cash from operations | 596 | 928 | 1,176 | 697 | 719 | 629 | 1,470 | 885 | 1,148 | 1,073 |
| Capital expenditures | -196 | -169 | -129 | -117 | -171 | -206 | -190 | -113 | -97 | -121 |
| Acquisitions | 0 | 0 | 318 | 0 | 0 | 191 | ||||
| Purchases of investments | -2,927 | -1,864 | -6,151 | -13,647 | -5,829 | -666 | -907 | -1,372 | ||
| Sales and maturities of investments | 3,787 | 2,412 | 3,061 | 3,105 | 4,339 | 4,748 | 3,309 | 2,337 | 2,028 | 1,586 |
| Cash from investing | -3,436 | -3,919 | -2,706 | 375 | -12,204 | -11,579 | 1,405 | 2,370 | -1,640 | 738 |
| Debt issued | 497 | 992 | 0 | 0 | 0 | 0 | 496 | 498 | ||
| Debt repaid | -280 | -153 | -162 | 0 | -429 | -286 | -290 | -128 | -88 | 0 |
| Stock issued | 25 | 25 | 20 | 14 | 8 | 21 | 9 | 3 | 10 | 6 |
| Share buybacks | -97 | -321 | -672 | -1,102 | -76 | -800 | -202 | -51 | -36 | -41 |
| Dividends paid | -0.07 | -129 | -236 | -260 | -259 | -261 | -269 | -282 | -289 | -267 |
| Cash from financing | 2,779 | 2,802 | 1,596 | -981 | 11,323 | 11,002 | -2,813 | -3,196 | 427 | -1,779 |
| Net change in cash | -61 | -189 | 66 | 91 | -162 | 52 | 62 | 59 | -65 | 32 |
| Free cash flow | 400 | 759 | 1,047 | 580 | 548 | 423 | 1,280 | 772 | 1,051 | 952 |
| Interest paid | 83 | 118 | 237 | 401 | 195 | 81 | 160 | 1,368 | 1,905 | 1,567 |
| Income taxes paid | 214 | 246 | 207 | 233 | 169 | 442 | 21 | 255 | 192 | 196 |
Key metrics
Profitability
| Metric | Value | How it is calculated |
|---|---|---|
| Pre-tax margin | 216.3% | Pre-tax income / revenue. |
| Net margin | 168.7% | Net income / revenue. |
| FCF margin | 242.1% | Free cash flow (cash from operations - capital expenditures) / revenue. |
| Operating cash flow margin | 259.5% | Cash from operations / revenue. |
| Effective tax rate | 22.0% | Income tax / pre-tax income, when pre-tax income is positive. |
| Return on equity (ROE) | 15.2% | Net income / average shareholders' equity (opening and closing). Not shown when equity is negative. |
| Return on assets (ROA) | 1.3% | Net income / average total assets. |
| Stock-based pay / revenue | 5.2% | Stock-based compensation (from the cash flow statement) / revenue. |
| Capex / revenue | 17.4% | Capital expenditures / revenue. |
| D&A / revenue | 16.7% | Depreciation and amortization / revenue. |
Growth
| Metric | Value | How it is calculated |
|---|---|---|
| Revenue growth, 1y | 3.6% | Revenue vs the same period a year earlier. Only from a positive base. |
| Revenue CAGR, 3y | -40.6% | Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Revenue CAGR, 5y | -25.0% | Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Net income growth, 1y | 14.7% | Net income vs the same period a year earlier. Only from a positive base. |
| Net income CAGR, 3y | -0.3% | Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Net income CAGR, 5y | 10.8% | Compound annual growth of net income over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| EPS growth, 1y | 21.4% | EPS vs the same period a year earlier. Only from a positive base. |
| EPS CAGR, 3y | 1.3% | Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| EPS CAGR, 5y | 14.8% | Compound annual growth of eps over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Operating cash flow growth, 1y | -6.5% | Operating cash flow vs the same period a year earlier. Only from a positive base. |
| Operating cash flow CAGR, 3y | -10.0% | Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Operating cash flow CAGR, 5y | 8.3% | Compound annual growth of operating cash flow over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Free cash flow growth, 1y | -9.4% | Free cash flow vs the same period a year earlier. Only from a positive base. |
| Free cash flow CAGR, 3y | -9.4% | Compound annual growth of free cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Free cash flow CAGR, 5y | 11.7% | Compound annual growth of free cash flow over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Dividend per share growth, 1y | 6.0% | Dividend per share vs the same period a year earlier. Only from a positive base. |
| Dividend per share CAGR, 3y | 3.7% | Compound annual growth of dividend per share over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Dividend per share CAGR, 5y | 5.3% | Compound annual growth of dividend per share over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Book value growth, 1y | 17.2% | Book value vs the same period a year earlier. Only from a positive base. |
| Book value CAGR, 3y | 13.6% | Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Book value CAGR, 5y | -1.9% | Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Total assets growth, 1y | -0.1% | Total assets vs the same period a year earlier. Only from a positive base. |
| Total assets CAGR, 3y | -0.3% | Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive. |
| Total assets CAGR, 5y | 1.7% | Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive. |
| Share count change, 1y | -0.0% | Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution. |
| Share count change per year, 3y | -0.7% | Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution. |
| Share count change per year, 5y | -2.3% | Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution. |
Balance sheet health
| Metric | Value | How it is calculated |
|---|---|---|
| Debt / equity | 0.25x | Total debt / shareholders' equity. Not shown when equity is negative. |
| Debt / assets | 2.2% | Total debt / total assets. |
| Liabilities / assets | 91.4% | Total liabilities / total assets. |
| Net debt | $1.16B | Total debt - cash - short-term investments. Negative means more cash than debt. |
| Tangible book value | $7.68B | Shareholders' equity - goodwill - intangible assets. |
Efficiency
| Metric | Value | How it is calculated |
|---|---|---|
| Asset turnover | 0.01x | Revenue / average total assets. |
| Fixed asset turnover | 0.51x | Revenue / average property, plant and equipment. |
| FCF conversion | 143.5% | Free cash flow / net income, when net income is positive. |
| Capex / operating cash flow | 6.7% | Capital expenditures / cash from operations, when that is positive. |
Per share
| Metric | Value | How it is calculated |
|---|---|---|
| EPS, diluted | $7.85 | Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS. |
| Revenue per share | $4.75 | Revenue / diluted weighted shares. |
| FCF per share | $11.49 | Free cash flow / diluted weighted shares. |
| Operating cash flow per share | $12.32 | Cash from operations / diluted weighted shares. |
| Book value per share | $52.63 | Shareholders' equity / shares outstanding (diluted weighted shares when not reported). |
| Tangible book per share | $52.63 | Tangible book value / shares outstanding. |
| Cash per share | $5.43 | (Cash + short-term investments) / shares outstanding. |
| Payout ratio | 23.2% | Dividends paid / net income, when net income is positive. |
| Dividends / FCF | 16.2% | Dividends paid / free cash flow, when free cash flow is positive. |
| Buybacks / FCF | 9.0% | Share buybacks / free cash flow, when free cash flow is positive. |
Valuation
| Metric | Value | How it is calculated |
|---|---|---|
| Market cap | $9.32B | Share price x shares outstanding. |
| Enterprise value | $10.48B | Market cap + total debt - cash - short-term investments. |
| P/E | 7.96x | Market cap / net income. Only when net income is positive. |
| P/S | 13.4x | Market cap / revenue. |
| P/B | 1.21x | Market cap / shareholders' equity. Only when equity is positive. |
| Price / tangible book | 1.21x | Market cap / tangible book value, when positive. |
| P/FCF | 5.55x | Market cap / free cash flow. Only when free cash flow is positive. |
| P/OCF | 5.17x | Market cap / cash from operations, when positive. |
| EV/Sales | 15.1x | Enterprise value / revenue. |
| EV/FCF | 6.24x | Enterprise value / free cash flow, when both are positive. |
| FCF yield | 18.0% | Free cash flow / market cap. |
| Earnings yield | 12.6% | Net income / market cap (the inverse of P/E). |
| Dividend yield | 2.9% | Dividends paid over the period / market cap. |
| Shareholder yield | 4.6% | (Dividends paid + share buybacks) / market cap. |
| PEG | 6.36x | P/E / EPS growth per year over 3 years (in percent). Only when both are positive. |
What was ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s revenue in fiscal 2025?
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported revenue of $662.0M for fiscal 2025, 3.6% higher than the year before.
Was ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ profitable in fiscal 2025?
Yes. Net income was $899.0M, a net margin of 135.8%.
How much free cash flow did ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ generate in fiscal 2025?
Cash from operations of $1.07B minus capital expenditures of $121.0M left free cash flow of $952.0M.