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GGAL: Post-Election Market Shifts Will Shape Opportunities And Risks Ahead

Published
25 Nov 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
35.1%
7D
8.4%

Author's Valuation

AR$8.53k1.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Decreased 3.93%

Analysts have lowered their fair value estimate for Grupo Financiero Galicia from $8,882.80 to $8,533.79. They cite evolving sector dynamics and updated macroeconomic expectations resulting from recent shifts in Argentina's political and financial landscape.

Shared on 18 Oct 25

Digital Banking And Financial Inclusion Will Drive Future Opportunities

Analysts have revised Grupo Financiero Galicia's price target sharply downward from ARS 11,000 to ARS 5,500. They cited heightened macroeconomic uncertainty and concerns over banking sector fundamentals following recent electoral outcomes.

Shared on 04 Oct 25

Fair value Decreased 21%

Digital Banking And Financial Inclusion Will Drive Future Opportunities

Grupo Financiero Galicia's analyst price target has been reduced significantly from ARS 11,188.75 to ARS 8,882.80, as analysts cite challenging macroeconomic conditions and a downgraded outlook for the sector, which are impacting the bank's fundamentals. Analyst Commentary Recent analyst actions reflect a shift in sentiment regarding Grupo Financiero Galicia, with updates to ratings and price targets in response to evolving sector conditions and macroeconomic challenges.

Shared on 28 Aug 25

Fair value Decreased 2.42%

Digital Banking And Financial Inclusion Will Drive Future Opportunities

The slight decrease in Grupo Financiero Galicia's consensus price target reflects a material decline in its forward P/E ratio, partly offset by improved revenue growth forecasts, resulting in a revised fair value of ARS11189. What's in the News Diego Hernán Rivas appointed as CEO, replacing Fabián Enrique Kon, effective September 1, 2025.

Shared on 01 May 25

Fair value Increased 26%

Digital Banking And Financial Inclusion Will Drive Future Opportunities

Shared on 23 Apr 25

Fair value Decreased 1.99%

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget has increased revenue growth from 10.4% to 12.1%, decreased future PE multiple from 30.7x to 27.0x and increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 17 Apr 25

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget has increased revenue growth from 4.0% to 10.4% and decreased profit margin from 19.9% to 16.6%.

Shared on 09 Apr 25

Fair value Increased 1.24%

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget has increased revenue growth from 3.4% to 4.0%.

Shared on 02 Apr 25

Fair value Decreased 25%

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 1.80%

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.95%

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget has decreased revenue growth from 16.9% to 3.2% and increased future PE multiple from 23.5x to 31.4x.

Shared on 12 Mar 25

Fair value Increased 11%

HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery

AnalystConsensusTarget has decreased revenue growth from 26.4% to 16.9% and increased profit margin from 17.4% to 19.7%.