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Bendigo and Adelaide Bank Limited (BXRBF)

NEUTRAL
Financial ServicesBanks - RegionalAustralia

Fundamental

51

Preço

$10.85

Capitalização de Mercado

$5.89B

Parte 1 · Quanto vale a empresa

Visão Geral

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.

Como gera receita

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.

Vantagem competitiva

Marca · Estreita

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.

O que impulsiona a procura

Moderadamente cíclico

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.

Os argumentos a favor

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.

Os argumentos contra

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 de agosto de 2026

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Balanço & Liquidez

Receita

$1.66B

Últimos 12 meses até o último trimestre divulgado — estimativa a partir de métricas por ação

Resultado Líquido

$-109M

Últimos 12 meses até o último trimestre divulgado — estimativa a partir de métricas por ação

Fluxo de Caixa Livre

$1.68B

Capital Próprio Total

$6.67B

Passivo Total

$96.55B

Rácio de Liquidez

-

Cobertura de Juros

-

Dívida/EBITDA

-

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Subvalorizada

Valor Justo

$62.17

Preço Atual

$10.85

Margem de Segurança

+82.5%

Intervalo de Valor Justo

$40.41 - $83.93

Métodos de Estimativa

Analyst Target:$10.54
DCF:$192.92
PE-based:-
Graham Growth:-
EPV:$8.87
Consenso dos Analistas:Manter (2B / 9H / 7S)
Última Surpresa de Resultados:-5.11%

Métricas de Avaliação

Rácio P/E

-

ROE

-1.5%

Rácio P/B

0.89

P/FCF

3.51

Margem Bruta

-

ROIC

-

Radar de Rentabilidade

Value Creation (Economic Moat)

ROIC

-

WACC

3.9%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (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%

Reprovado (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

Indisponível (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

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

-0.2%

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

2

Risco do Conselho

1

Risco de Remuneração

3

Risco dos Direitos dos Acionistas

1

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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