Digital Banking And Gen AI Will Transform Brazil's Financial Landscape

AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Published
07 Nov 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
R$18.64
14.4% undervalued intrinsic discount
07 Aug
R$15.96
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1Y
9.3%
7D
2.6%

Author's Valuation

R$18.6

14.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 6.27%

Banco Bradesco's price target has been revised upwards, primarily reflecting an improvement in net profit margin from 15.90% to 17.06%, more than offsetting a modest increase in discount rate, resulting in a higher fair value estimate of R$18.48. What's in the News Board meeting held to consider and approve proposal for payment of interim interest on shareholders equity per common and preferred share.

Shared on01 May 25
Fair value Increased 8.40%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.20%

AnalystConsensusTarget has decreased profit margin from 17.9% to 15.8% and increased future PE multiple from 9.6x to 10.9x.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 13%

AnalystConsensusTarget has decreased revenue growth from 32.8% to 25.9% and increased future PE multiple from 8.2x to 9.6x.