Commonwealth Bank of Australia

Digital Disruption Will Challenge Market Shares While Tech Drives Progress

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Feb 25

Updated

19 Sep 25

Views

480

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.7%

7D

0.03%

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1Y

-3.7%

7D

0.03%

You can edit this narrative until Sep 20 10:25 AM. Then, changes will post as Updates.

Author's Valuation

AU$120.4727.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 19 Sep 25

Fair value Increased 2.25%

The modest increase in Commonwealth Bank of Australia's future P/E ratio alongside steady revenue growth forecasts suggests a slight uplift in market sentiment, reflected in the consensus analyst price target rising from A$117.82 to A$120.47. What's in the News Commonwealth Bank of Australia (CBA) has extended its share buyback plan duration until August 12, 2026 (Key Developments).

Shared on 04 Sep 25

With no material changes to the discount rate or future P/E, analysts have maintained their fair value estimate for Commonwealth Bank of Australia at A$117.82. What's in the News Commonwealth Bank of Australia (CBA) extended its share buyback plan duration to August 12, 2026, maintaining flexibility in capital management (Key Developments, 2025-08-13).

Shared on 01 May 25

Fair value Increased 5.26%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 3.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$120.47

27.7% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.70%

Banks revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.79%

Calculation

AU$11.22b

Earnings '28

x

22.50x

PE Ratio '28

=

AU$252.40b

Market Cap '28

AU$252.40b

Market Cap '28

/

1.67b

No. shares '28

=

AU$151.02

Share Price '28

AU$151.02 Share Price '28

Discounted to 2025 @ 7.83% p.a.

=

AU$120.44

Fair Value '25