New York Community Bancorp | Results Presentation Deck | 42 slides — playbook

New York Community Bancorp | Results Presentation Deck | 42 slides

New York Community Bancorp · 2024-01

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 29 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits

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100% 2/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Financials 15 slides 100% 15/15 slides 100% 15/15 slides · 64 hits

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20% 3/15 slides · 4 hits 46.7% 7/15 slides 100% 15/15 slides 100% 15/15 slides Solution 10 slides 100% 10/10 slides 100% 10/10 slides · 58 hits

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70% 7/10 slides 10% 1/10 slides 100% 10/10 slides

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Guidance 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits

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Slide inventory

42

every slide · same image gating as the playbook

01

front_matter

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02

other

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03

summarize

Open slide detailBeat · ProblemLoop · Aha Moment

04

summarize

Open slide detailBeat · ProblemLoop · Aha Moment

05

The table compares NYCB's performance at two different dates (9/30/22 and 12/31/23) against a peer median as of 9/30/23.compare_peers

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06

The slide uses a three-row layout to categorize key financial metrics.summarize

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

07

Includes non-GAAP reconciliations note and rounding note.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

08

Includes non-GAAP adjustments and profitability metrics.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

09

Includes footnotes explaining specific line items and non-GAAP metrics.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

10

analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

11

The slide uses two pie charts to illustrate deposit diversification and risk profile.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

12

The chart illustrates the bridge between two balance sheet dates.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

13

The chart highlights Flagstar's positive growth (+6.79%) against negative trends in the broader US banking sector.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

14

The table compares NYCB (as of Dec 31, 2023) against industry benchmarks (as of Sept 30, 2023).compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

15

The slide uses a combination of a bar-line chart for historical trends and a waterfall chart for the quarterly bridge.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

16

The chart highlights NYCB's generally lower non-performing loan ratios compared to the broader market index over the observed period.compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

17

The chart highlights a significant spike in charge-offs for the S&P index during the 2008-2012 period compared to NYCB.compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

18

The chart uses a dashed line to represent the peer median of 0.55%.compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

19

The slide highlights that NYCB remains well-capitalized despite ongoing goodwill impairment assessments.compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

20

The slide highlights NYCB's relative capital position using two different metrics (Adjusted vs Reported).compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

21

The map highlights specific states (CA, AZ, WI, MI, IN, OH, NJ, NY, FL) where the bank has a physical presence.establish_context

Open slide detailBeat · Solution

22

The slide displays a pie chart of loan distribution and a list of portfolio highlights including yield, historical losses, and criticized loan increases.analyze_data

Open slide detailBeat · Solution

23

Includes data on origination and net charge-offs alongside portfolio composition metrics.analyze_data

Open slide detailBeat · Solution

24

The table segments the portfolio by percentage of rent-regulated units, showing loan counts, balances, unit counts, LTV, and DSCR.analyze_data

Open slide detailBeat · Solution

25

Data presented as of 4th Quarter 2023.analyze_data

Open slide detailBeat · Solution

26

UPB stands for Unpaid Principal Balance.analyze_data

Open slide detailBeat · Solution

27

Includes footnotes regarding DSCR and LTV calculations.analyze_data

Open slide detailBeat · Solution

28

The slide uses a combination of text, a dual-axis line chart, a choropleth map, and a stacked bar chart to illustrate business performance and market context.establish_context

Open slide detailBeat · Solution

29

Includes a footnote referencing page 30 for additional Warehouse information.analyze_data

Open slide detailBeat · Solution

30

Includes a stacked bar chart for commitments, a table for market share, and a pie chart for collateral breakdown.analyze_data

Open slide detailBeat · Solution

31

appendix

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32

Includes total dollar amounts and key portfolio characteristics.analyze_data

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33

Includes four charts showing quarterly trends from Dec 2022 to 4Q23.analyze_data

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34

The slide presents data across five quarters for various metrics, including MSR portfolio statistics, net return components, and loan servicing volumes.analyze_data

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35

Includes SBNY acquisition impact and prior acquisitions.analyze_data

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36

The slide presents specific quantitative targets for FY2024.summarize

Open slide detailBeat · Guidance

37

The chart illustrates the transition from $2,088M in 2023 to $2,353M in 2024.show_valuation_bridge

Open slide detailBeat · Guidance

38

The slide defines Category IV banks as publicly traded US-based banks with assets >$100 billion and <$250 billion in total assets.compare_peers

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39

Includes a footnote regarding merger-related items.analyze_data

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40

Includes two distinct tables: one for income/EPS reconciliation and one for allowance coverage ratio.analyze_data

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41

Includes reconciliations for equity, assets, and various return ratios.analyze_data

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42

other

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