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Popular, Inc. (BPOP)

POSITIVE
Financial ServicesBanks - RegionalUnited States

Fundamental

78

Price

$168.75

Market Cap

$10.75B

Part 1 · What the company is worth

Overview

Popular, Inc., through its subsidiaries, provides various retail, mortgage, and commercial banking services for individuals and businesses in Puerto Rico, the United States, the British Virgin Islands, the Caribbean, and Latin America. The company offers savings, NOW, money market, and other interest-bearing demand accounts; non-interest bearing demand deposits; checking accounts; individual retirement accounts and educational contribution accounts; business accounts; investment accounts; private management accounts; and certificates of deposit. It also provides commercial and industrial, commercial real estate, commercial multi-family, and residential mortgage loans; consumer loans, including unsecured personal loans, home equity lines of credit, and other loans to individual borrowers; construction loans; lease financing comprising automobile loans and leases; renewable energy and marine loans; and startup program and healthcare hub financing. In addition, the company offers auto and equipment leasing and financing; broker-dealer; international and private banking; insurance services, such as travel, property, auto and boat, health, life, and title; debit and credit cards; family of funds and Keogh plans; mobile easy deposit, foreign exchange, and fiduciary services; retirement plans; wire transfers; coordination of auto, aircraft, and helicopter loans; financial planning; investment advice; ATM; and online banking services. Popular, Inc. was founded in 1893 and is headquartered in Hato Rey, Puerto Rico.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$3.35B

Trailing 12 months (through 6/30/2026)

Net Income

$969M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$681M

Total Equity

$6.25B

Total Liabilities

$69.10B

Current Ratio

-

Interest Coverage

0.97

Debt/EBITDA

-

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

Growth grid

Growth — Revenue

Fair Value Estimation

BankFairly Valued

Fair Value

$198.61

Current Price

$168.75

Margin of Safety

+15.0%

Fair Value Range

$129.24 - $267.98

Estimation Methods

Analyst price target:$197.30
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$155.48
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):Not applicable to this type of company
Justified P/B:$266.46
Dividend discount (Gordon):$74.09
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:Not applicable to this type of company
Revenue multiple:Not applicable to this type of company
Analyst Consensus:Strong Buy (15B / 1H / 0S)
Last Earnings Surprise:+14.44%

Valuation Metrics

P/E Ratio

11.40

ROE

13.3%

P/B Ratio

1.67

P/FCF

13.31

Gross Margin

-

ROIC

-

Profitability Radar

Value Creation (Economic Moat)

ROIC

-

WACC

8.9%

ROIC − WACC

-

Fundamental Analysis Criteria

Passed (18)

  • EPS shows upward trend
  • Price CAGR 14.46%
  • P/FCF 13.31
  • P/B Ratio 1.67
  • Operating Margin 34.1%
  • Positive Free Cash Flow
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • ROE 15.4%
  • Revenue Growth 5Y 7.4%
  • Analyst Consensus 94% Buy
  • Earnings Surprise avg 11.0%
  • PEG Ratio 0.73
  • Earnings Quality (OCF/NI) 1.03
  • Share Dilution -5.6%
  • Net Margin Trend 28.9% vs 23.6%
  • Piotroski F-Score 7/9

Failed (4)

  • Debt/Equity ratio
  • Interest Coverage
  • Return on Tangible Assets
  • DCF valuation (Fairly valued)

Unavailable (5)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Current Ratio
  • Debt/EBITDA

Piotroski F-Score

7/9

Strong financial health

score
criteria

Earnings Quality

1.03

High quality: earnings backed by cash

Share Dilution

-5.6%

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Javier D. Ferrer-Fernández J.D.President, CEO, Corporate Secretary & Director64
Mr. Jorge Jose GarcíaExecutive VP, CFO & Corporate Finance Group52
Ms. Camille BurckhartEVP and Chief Information & Digital Strategy Officer of Digital, Innovation & Technology Group45
Mr. Manuel A. ChineaExecutive VP and Chief Experience & Administration Services Officer59
Mr. Lidio V. Soriano CPAExecutive VP & Chief Risk Officer of Corporate Risk Management Group56
Ms. Denissa M. Rodriguez AdornoSenior VP, Corporate Comptroller & Chief Accounting Officer-
Mr. Paul J. CardilloSenior VP & Investor Relations Officer-
Mr. Jose R. Coleman-Tio Esq.Executive VP, Chief Legal Officer, Corporate Secretary & General Counsel of Corporate Matters Group44
Ms. Maria Cristina Gonzalez NogueraExecutive VP and Chief Communications & Public Affairs Officer50
Mr. Eli S. SepulvedaExecutive Vice President of Commercial Credit & Services Group of Banco Popular de Puerto Rico62

Audit Risk

1

Board Risk

3

Compensation Risk

2

Shareholder Rights Risk

1

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for BPOP, sourced from Markets Gazette.

No recent news for BPOP.