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Digital Transformation Will Expand Retail Banking In Argentina

Published
06 Dec 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
AR$14,852.80
45.2% undervalued intrinsic discount
04 Sep
AR$8,140.00
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1Y
4.4%
7D
4.1%

Author's Valuation

AR$14.9k

45.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Decreased 4.61%

Despite a substantial increase in projected revenue growth and a lower future P/E, the consensus analyst price target for Banco Macro has been modestly reduced from ARS15,571 to ARS15,210. What's in the News Banco Macro S.A. scheduled a Board Meeting.

Shared on14 Jul 25
Fair value Increased 64%

The sharp upward revision in Banco Macro's price target is primarily driven by a marked improvement in revenue growth forecasts, which more than offset the impact of a higher discount rate, resulting in a new consensus fair value of ARS15571. WHAT'S IN THE NEWS Banco Macro S.A. scheduled a board meeting.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget has increased revenue growth from -1.7% to -1.1%.

Shared on17 Apr 25

AnalystConsensusTarget has increased revenue growth from -6.7% to -1.7% and decreased profit margin from 21.5% to 18.3%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 3.52%

AnalystConsensusTarget has decreased revenue growth from 10.7% to -7.0%, increased profit margin from 17.6% to 21.6% and increased future PE multiple from 17.0x to 23.6x.