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A Primer on U.S. Banking
Structure, Performance, and Valuation
Jan 12
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Arkenstone Research
9
7
1
Start Here: The Arkenstone Library
A categorized index of all published posts — pinned for easy navigation.
Jan 2
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Arkenstone Research
7
1
Decomposing Bank Returns: Application — Northrim BanCorp (NRIM)
From ROE to Operating Drivers
Jan 15
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Arkenstone Research
4
1
1
How to Analyze Bank Balance Sheets
A simple framework for understanding risk, liquidity, and earnings power
Jan 5
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Arkenstone Research
10
3
Key Metrics for Evaluating Bank Performance
A Practical Framework for Profitability, Risk, and Value Creation
Dec 29, 2025
•
Arkenstone Research
13
6
4
Arkenstone Banking School
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Decomposing Bank Returns: Application — Northrim BanCorp (NRIM)
From ROE to Operating Drivers
Jan 15
•
Arkenstone Research
4
1
1
How to Analyze Bank Balance Sheets
A simple framework for understanding risk, liquidity, and earnings power
Jan 5
•
Arkenstone Research
10
3
Key Metrics for Evaluating Bank Performance
A Practical Framework for Profitability, Risk, and Value Creation
Dec 29, 2025
•
Arkenstone Research
13
6
4
Decomposing Bank Returns: From ROE to Operating Drivers
A Framework for Understanding Bank Returns
Dec 23, 2025
•
Arkenstone Research
21
4
Arkenstone Analytics
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Cost of Funds Rankings — U.S. Banks | Q3 2025
Cost of Funds Rankings
Dec 22, 2025
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Arkenstone Research
10
2
Noninterest-Bearing Deposit Share Rankings — U.S. Banks | Q3 2025
Arkenstone Rankings
Dec 21, 2025
2
1
Magic Formula Screener — U.S. Banks | Dec 2025
An application of Joel Greenblatt’s Magic Formula to U.S. banks.
Dec 15, 2025
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Arkenstone Research
14
6
Loan Growth Monitor — U.S. Banks | Q3 2025
Quarterly and weekly U.S. bank loan growth trends
Dec 9, 2025
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Arkenstone Research
5
3
Arkenstone Research
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A Primer on U.S. Banking
Structure, Performance, and Valuation
Jan 12
•
Arkenstone Research
9
7
1
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