Digital Acceleration And ESG Finance Will Strengthen Banking Prospects

Despite a notable upgrade in revenue growth forecasts, a significant decrease in net profit margin has led analysts to slightly lower Banco do Brasil's fair value estimate from R$26.78 to R$26.25. What's in the News Board approved a 30% payout for 2025, to be distributed as interest on own capital and/or dividends.

With analysts offering no new reasoning, the consensus price target, future P/E, and revenue growth forecasts for Banco do Brasil all remained effectively unchanged, with the fair value estimate steady at R$26.78. What's in the News Board approved a 30% payout for 2025, to be distributed via interest on own capital and/or dividends.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 3.2% to 6.1%, increased future PE multiple from 7.8x to 9.4x and increased discount rate from 19.1% to 26.1%.

AnalystConsensusTarget has decreased revenue growth from 6.1% to 3.2%, decreased future PE multiple from 9.4x to 7.8x and decreased discount rate from 26.1% to 19.1%.

AnalystConsensusTarget has decreased revenue growth from 9.2% to 6.1%, increased profit margin from 30.2% to 34.5% and decreased shares outstanding growth rate from 0.0% to 0.0%.