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Van Lanschot Kempen Community
ENXTAM:VLK Community
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Van Lanschot Kempen
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Van Lanschot Kempen
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Digital Change And ESG Mandates Will Stifle Legacy Banking
Key Takeaways Digital transformation and the rise of low-cost fintechs threaten the traditional banking model, creating margin pressure and slowing both client acquisition and revenue momentum. Regulatory burdens and preference shifts toward digital, low-cost platforms undermine pricing power, raise compliance costs, and risk long-term erosion of assets and fee-based earnings.
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€44.50
FV
31.5% overvalued
intrinsic discount
4.26%
Revenue growth p.a.
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1 day ago
author updated this narrative
Van Lanschot Kempen
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Europe's Aging Populations And Digitalization Will Unlock Wealth Opportunities
Key Takeaways Robust market share growth, digital integration, and ESG leadership position the firm for outsized inflows, margin expansion, and sustainable long-term profitability. Expertise in intergenerational wealth, a capital-light model, and industry consolidation drive resilient earnings and create significant cross-selling and acquisition opportunities.
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€57.00
FV
2.6% overvalued
intrinsic discount
5.49%
Revenue growth p.a.
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2 days ago
author updated this narrative
Van Lanschot Kempen
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integration Of Robeco And Accuro And European Expansion Will Strengthen Future Position
Key Takeaways Strategic focus on Private Banking and investment in client-facing talent and technology are set to drive scalable growth, enhancing revenue and earnings. Inorganic growth and private equity fund launches contribute to increased assets under management, commission income, and potentially higher revenue growth and profitability.
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€50.75
FV
15.3% overvalued
intrinsic discount
4.07%
Revenue growth p.a.
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1
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13 days ago
author updated this narrative
Your Valuation for
VLK
VLK
Van Lanschot Kempen
Your Fair Value
€
Current Price
€58.50
22.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
890m
2015
2018
2021
2024
2025
2027
2030
Revenue €890.3m
Earnings €161.7m
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