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Bank Capital

Bank Capital is the financial cushion that protects a bank, its depositors, and the wider economy from unexpected losses. Think of it like the Equity in your home; it’s the difference between what the bank owns (Assets, like loans and securities) and what it owes (Liabilities, like customer deposits). This capital, primarily composed of `Shareholder Equity` and `Retained Earnings`, serves as a first line of defense. If a bank’s loans start to go bad and the value of its assets falls, the capital absorbs these losses, ensuring the bank can still honor its commitments to depositors. Unlike a typical manufacturing company, banks operate with immense `Leverage`, borrowing vast sums to lend out. This makes a strong capital base not just a matter of good housekeeping but a fundamental prerequisite for survival, a lesson painfully learned during the `Financial Crisis of 2008` when many undercapitalized institutions collapsed.

Why Bank Capital is the Bedrock of Banking

A bank’s business model is elegantly simple at its core: it takes in money (deposits) and lends it out at a higher interest rate, earning the difference. The danger lies in the assets—the loans. If borrowers default, the value of those assets plummets. Without a sufficient capital buffer, this loss would immediately eat into the money owed to depositors, causing a panic and a potential bank run. Bank capital is the wall that stands between a bank’s operational losses and its depositors' funds. It provides the institution with the ability to withstand financial stress and continue operating. For a value investor, analyzing a bank is less about its potential for spectacular growth and more about its resilience and durability. A bank with a thick capital cushion is a fortress; one with a thin buffer is a house of cards, ready to topple in the first strong wind.

Measuring the Cushion: Key Capital Ratios

Simply looking at the absolute dollar amount of capital isn't enough. Regulators and savvy investors measure capital relative to the risks a bank is taking. This is where capital ratios come in, which are governed by a global regulatory framework known as the `Basel Accords`.

Tier 1 vs. Tier 2 Capital

Regulators have established a hierarchy of capital to measure its quality and loss-absorbing capacity.

The All-Important Ratios

To create a true like-for-like comparison, a bank's capital is measured against its `Risk-Weighted Assets (RWA)`. This clever concept assigns a risk level to each of the bank's assets. A government bond might have a 0% risk weighting, while an unsecured personal loan would have a much higher one. The most critical ratios you'll encounter are:

  1. CET1 Ratio: CET1 Capital / RWA. This is the gold standard for measuring a bank's financial strength.
  2. Tier 1 Capital Ratio: Tier 1 Capital / RWA.
  3. Total Capital Adequacy Ratio (CAR): (Tier 1 + Tier 2 Capital) / RWA.

Under the latest `Basel III` rules, banks must meet minimum requirements for these ratios. However, a prudent investor looks for much more than the bare minimum.

A Value Investor's Checklist for Bank Capital

When you analyze a bank, think like a risk manager. Your primary goal is the preservation of your capital, and that means investing in only the safest, most durable institutions.