SI
Bank Universe

Data source: Metrics for European banks are sourced from 2025 annual reports and ECB/EBA Pillar 3 disclosures. Figures are updated semi-annually as regulatory filings are published — not via real-time API like US banks (FDIC).

Banco BPM

BAMI
Italy · EuropeRegulated by ECBLatest: 2025-Q4
61MED

CET1 Ratio

12.80%

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$65.1B

+0.30% QoQ growth

Total Loan Book

$113.0B

+2.4% YoY growth

Leverage Ratio

4.70%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2025-Q4

Comm. Real Estate16.0%
Consumer22.0%
SME / C&I44.0%
Other18.0%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2025-Q4latest12.80%4.70%$65.1B$113.0B+2.4%+0.30%16.0%22.0%44.0%61
2025-Q312.60%4.70%$64.9B$112.5B+2.9%+0.50%16.0%22.0%44.0%60
2025-Q214.15%4.60%$64.3B$111.8B+3.1%+0.60%16.0%22.0%44.0%56
2025-Q112.20%4.50%$64.2B$111.0B+3.3%+0.60%16.0%22.0%44.0%56
2024-Q411.80%4.40%$63.8B$110.3B+3.5%+1.80%16.0%22.0%44.0%53
2024-Q311.90%4.50%$62.7B$109.3B+3.3%+1.60%16.0%22.0%44.0%50
2024-Q212.00%4.60%$61.7B$108.4B+3.2%+1.50%16.0%22.0%44.0%49
2024-Q112.10%4.70%$60.8B$107.5B+3.1%+1.30%16.0%22.0%43.0%37
2023-Q412.20%4.80%$60.0B$106.6B+4.3%+1.20%16.0%21.0%43.0%37
2023-Q312.30%4.90%$59.3B$105.8B+4.2%+1.00%16.0%21.0%43.0%35
2023-Q212.40%5.00%$58.7B$105.0B+4.0%+0.90%16.0%21.0%42.0%32
2023-Q112.50%5.10%$58.2B$104.3B+3.8%+0.70%16.0%21.0%42.0%32

AI Investment Memo

Llama will analyze Banco BPM across 4 data dimensions and write a structured memo

Score: 61/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks

Score Breakdown

61/100 —MEDIUM

Live score · base 59 pts +2 macro adj

Capital Pressure9/40

CET1 12.80% — below active SRT zone

+4

-0.80pp headroom above 8% regulatory floor

+0

Leverage ratio 4.70% — moderate constraint

+5
Loan Book Growth5/30

Loan book grew 2.4% YoY

+0

RWA grew 0.3% QoQ

+2

CRE: 16%, Lev.Loans: 0%, max(Consumer/SME): 44%

+3
Historical SRT20/25

Bank has previously issued SRT transactions

+15

7 months since last deal — active SRT program

+5
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Mid-Size Bank

$50B–$500B total assets — sweet spot: capital pressure + sourcing alpha

+10
Europe regional bonus+8
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood61/100