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Bendigo and Adelaide Bank Limited (BXRBF)

NEUTRAL
Financial ServicesBanks - RegionalAustralia

Fundamental

51

Kurs

$10.85

Marktkapitalisierung

$5.89B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Bendigo and Adelaide Bank is an Australian retail and business bank built around a network of Community Bank branches — locally owned franchises that share profits with the towns they serve — plus Up, a separate digital-only bank aimed at younger customers. It takes deposits and makes home, business and agricultural loans across Australia, with the country's second-largest regional branch network and the only ASX100 head office based outside a state capital.

Wie das Geld verdient wird

The bank earns net interest income on the spread between what it pays depositors and charges borrowers, plus fees from banking services; net interest margin was 1.88% in the 2025 financial year. Around three-quarters of its loan book is home mortgages, funded mostly by customer deposits rather than wholesale borrowing, which keeps funding costs relatively low but leaves earnings sensitive to how central bank rate cuts squeeze the gap between deposit and lending rates.

Wettbewerbsvorteil

Marke · Schmal

The Community Bank model — local franchises that return a share of profit to their town rather than to shareholders alone — has built unusually high customer trust: Bendigo's Net Promoter Score sits about 36 points above the industry average, and its funding is 77% customer deposits versus lower shares at the major banks. That loyalty is real, but the underlying banking products are still substitutable.

Was die Nachfrage antreibt

Mäßig zyklisch

Loan growth and credit quality follow the health of the Australian economy — unemployment, house prices and interest rates all move Bendigo's arrears and lending volumes — but a retail deposit-funded bank is more insulated from sudden shocks than a wholesale-funded lender. Residential mortgage arrears rose to 0.82% in the 2025 financial year, still low but trending up from a 2022 trough.

Die Argumente dafür

Buyers argue that the Community Bank model gives Bendigo unusually loyal, low-cost deposit funding and a trust score well above the major banks, and that the Up digital brand is finally approaching profitability after six years of fast customer growth, giving the bank two distinct paths to growth.

Die Argumente dagegen

Sellers fear that a $539.5 million goodwill impairment and rising operating expenses pushed the bank to a statutory loss in the 2025 financial year, and that margin pressure from falling interest rates will keep outpacing the cost savings management is promising for years to come.

Written by the editors, published on 18. August 2026

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Bilanz & Liquidität

Umsatz

$1.66B

Letzte 12 Monate bis zum zuletzt gemeldeten Quartal — Schätzung aus Kennzahlen je Aktie

Nettogewinn

$-109M

Letzte 12 Monate bis zum zuletzt gemeldeten Quartal — Schätzung aus Kennzahlen je Aktie

Freier Cashflow

$1.68B

Gesamtes Eigenkapital

$6.67B

Gesamtverbindlichkeiten

$96.55B

Current Ratio

-

Zinsdeckungsgrad

-

Schulden/EBITDA

-

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Unterbewertet

Innerer Wert

$62.17

Aktueller Kurs

$10.85

Sicherheitsmarge

+82.5%

Innerer-Wert-Spanne

$40.41 - $83.93

Bewertungsmethoden

Analyst Target:$10.54
DCF:$192.92
PE-based:-
Graham Growth:-
EPV:$8.87
Analystenkonsens:Halten (2B / 9H / 7S)
Letzte Gewinnüberraschung:-5.11%

Bewertungskennzahlen

P/E-Verhältnis

-

ROE

-1.5%

P/B-Verhältnis

0.89

P/FCF

3.51

Bruttomarge

-

ROIC

-

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

-

WACC

3.9%

ROIC − WACC

-

Fundamentalanalyse-Kriterien

Bestanden (8)

  • P/FCF 3.51
  • P/B Ratio 0.89
  • Operating Margin 37.3%
  • Positive Free Cash Flow
  • CapEx intensity
  • DCF valuation (Undervalued)
  • Revenue Growth 5Y 5.1%
  • Share Dilution -0.2%

Nicht bestanden (8)

  • EPS shows upward trend
  • Price CAGR -1.81%
  • Debt/Equity ratio
  • ROE -1.3%
  • Analyst Consensus 11% Buy
  • Earnings Surprise avg -4.1%
  • Net Margin Trend -5.1% vs 27.0%
  • Piotroski F-Score 3/9

Nicht verfügbar (11)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

3/9

Ernsthafte finanzielle Bedenken

score
criteria

Gewinnqualität

-

Niedrige Qualität: Rechnungslegung prüfen

Aktienverwässerung

-0.2%

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Richard Allan Fennell BEc, CA, MAICDCEO, MD & Director56
Mr. Andrew Robert Morgan B.Com., FCPAChief Financial Officer-
Mr. Bruce Speirs BCom, CA, GAICD, MBAChief Operating Officer-
Mr. Kieran O'Meara B.Sc.Chief Technology Officer-
Mr. Adam Rowse M.B.A.Chief Customer Officer-
Ms. Kerrie Noonan B.Com.Chief Risk Officer-
Samantha MillerHead of Investor Relations & ESG-
Mr. Steven J Blackburn B.A., J.D., L.L.B.Chief Compliance, Financial Crime & Regulatory Affairs Officer-
James FrostHead of Public Relations-
Ms. Sarah BatesonChief Marketing Officer-

Prüfungsrisiko

2

Vorstandsrisiko

1

Vergütungsrisiko

3

Aktionärsrechterisiko

1

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

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