Banco BBVA Argentina S.A.

Informe acción NYSE:BBAR

Capitalización de mercado: US$4.1b

Banco BBVA Argentina Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Banco BBVA Argentina de 34.8% y 24.2% por año respectivamente. Se prevé que el BPA crezca en un 48.7% al año. Se espera que la rentabilidad financiera sea de 19.1% en 3 años.

Información clave

34.8%

Tasa de crecimiento de los beneficios

48.68%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Banks8.3%
Tasa de crecimiento de los ingresos24.2%
Rentabilidad financiera futura19.14%
Cobertura de analistas

Low

Última actualización27 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

No hay actualizaciones

Recent updates

Seeking Alpha • Jun 18

BBVA Argentina: Good Operating Performance, But Premium Valuation Makes Me Cautious

Summary BBVA Argentina maintains strong credit growth and operational improvements but faces rising credit costs and earnings volatility. BBAR's net interest income and fee income grew 27% and 28% YoY, respectively, with cost-to-income ratio improving to 51%. Non-performing loans increased to 5.6%, though BBAR's asset quality remains better than peers; ROE is expected to reach low to mid-teens in 2026. I maintain a 'Hold' rating on BBAR given fair valuation, improved ROE outlook, but uncertainty from upcoming 2027 presidential elections. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

Banco BBVA Argentina:  Why Banks Are Not The Best Option For The Argentine Play

Summary Banco BBVA Argentina faces challenges as Argentine banks must revert to traditional banking amid economic normalization and increased local bank market share. President Milei's devaluation and fiscal reforms led to financial surplus, reduced inflation, and significant recovery in Argentine debt and stock market performance. Understanding Argentina's unique macroeconomic context and banking sector dynamics is crucial for evaluating BBVA's operating environment and future challenges. Fiscal balance and reduced public spending are non-negotiable for the current administration, significantly impacting the banking sector and investment landscape. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

BBVA Argentina Is The Best 2025 Buy: Leveraging On Milei's Miracle

Summary BBVA Argentina (BBAR) is poised for significant growth due to Argentina's economic recovery under President Javier Milei's liberal policies, benefiting from stabilized currency and reduced inflation. Milei's reforms, including cutting public spending, reducing taxes, and stabilizing the Argentinian Peso, have led to a dramatic improvement in Argentina's economic indicators. BBAR has shown impressive financial performance, with substantial increases in loans, deposits, and reduced non-performing loans, indicating a strong foundation for future growth. Despite some risks, such as political instability and carry trade issues, BBAR remains a strong investment with a projected high CAGR and solid fundamentals. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

Banco BBVA Argentina: Not The Best Play Among Argentine Banks

Summary Banco BBVA Argentina S.A. is expected to benefit from Argentina's economic reforms, but has weaker fundamentals compared to peers, making it a less attractive investment. The bank's loan-to-deposit ratio is conservative at 66%, providing room for loan growth, but its operating efficiency and profitability lag competitors. Despite a favorable macroeconomic backdrop, BBVA Argentina's recent performance has been mixed, with declining net interest income and higher efficiency ratios. Although BBAR stock offers an attractive dividend yield, its earnings volatility and potential dividend cuts reduce its appeal for income investors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Banco BBVA Argentina: Let Your Winners Run

Summary Argentina's improving economy and inflation trends support a bullish outlook for BBVA Argentina. BBVA Argentina's strong earnings growth, improved efficiency ratio, and prudent risk management indicate robust financial health and potential for further stock price appreciation. Increased consumer confidence and privatization efforts under Milei's economic reforms bolster the bank's lending activities and overall profitability. Shares are a buy with a price target of $14. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Banco BBVA Argentina: The Trend Is Your Friend

Summary Argentinian bank stocks, including Banco BBVA Argentina and Banco Macro, have seen gains of over 100% since the election of Milei in late 2023. Banco BBVA Argentina has shown decent performance despite the challenging macroeconomic environment in Argentina. The macro scene in Argentina is improving, which could lead to further gains for Banco BBVA Argentina. Shares are a buy with a price target range between $11-$14. Read the full article on Seeking Alpha
Seeking Alpha • Jan 05

Banco BBVA Argentina: Caution Warranted Ahead Of More 'Shock Therapy'

Summary Like the rest of the banking sector, Banco BBVA Argentina S.A. is on course for a highly volatile near-term path. The guidance bar also seems a tad high, and the bank may need to reset expectations sooner rather than later. There are compelling reasons to own Banco BBVA Argentina stock long term, but re-rated valuations limit the safety margin. Read the full article on Seeking Alpha
Seeking Alpha • Sep 02

Banco BBVA Argentina: Asymmetric Bet On Argentinean Banking

Summary Banco BBVA Argentina is well positioned to benefit from the ongoing digital transformation in the banking industry and the large unbanked population in Argentina. The upcoming presidential elections in Argentina might lead to a political pendulum swing from left to right, which may favor the country's equity markets. BBAR is a safe and profitable bank with a robust balance sheet structure. It has a well-diversified portfolio of loans funded primarily by time deposits and savings accounts. I give a strong buy rating for BBAR despite being overvalued based on Excess Return calculations. The bank is cheap compared to its LATAM peers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Banco BBVA Argentina goes ex-dividend tomorrow

Banco BBVA Argentina (NYSE:BBAR) had declared $0.017/share dividend. Payable Oct. 31; for shareholders of record Oct. 24; ex-div Oct. 21. See BBAR Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Aug 23

Banco BBVA Argentina reports Q2 results

Banco BBVA Argentina press release (NYSE:BBAR): Q2 adjusted net income was R$15.9B, 235.8% higher than the R$4.7B reported on 1Q22, and 34.2% higher than the R$11.8B reported on 2Q21. Operating income was R$32B, 10.2% above the R$29B recorded in 1Q22 and 51.9% over the $21.1 billion recorded in 2Q21.
Seeking Alpha • Jan 02

Banco BBVA Argentina Is Trading At A Discount From Historic Earnings

BBAR is an established Argentinian bank with the third largest deposit base. Because the country is in a deep crisis and financially isolated from the world, the financial system is not under heavy macro risk. Because Argentina is an inflationary country, lender risk is also reduced. However, BBAR trades at a small discount from its current earnings and an even bigger discount from historic earnings. If the Argentinian economy continues to recover, BBAR's earnings will return to historic averages.

Previsiones de crecimiento de beneficios e ingresos

NYSE:BBAR - Estimaciones futuras de los analistas y datos financieros pasados (ARS Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20287,665,5501,173,480N/AN/A5
12/31/20276,196,381910,376N/AN/A5
12/31/20264,832,112677,406N/AN/A3
3/31/20263,146,824224,407-5,471,739-5,252,478N/A
12/31/20253,138,950249,991-7,367,554-7,150,721N/A
9/30/20253,410,353311,147-8,790,944-8,507,987N/A
6/30/20253,551,224407,387-8,209,936-8,000,050N/A
3/31/20254,045,358511,202-7,618,712-7,415,941N/A
12/31/20244,666,235464,684-7,021,198-6,804,768N/A
9/30/20245,329,856482,082-6,439,015-6,338,232N/A
6/30/20245,466,203380,515-6,911,980-6,774,068N/A
3/31/20245,198,105346,684-7,586,395-7,464,091N/A
12/31/20234,323,085358,311-6,742,591-6,650,807N/A
9/30/20233,302,871331,370-5,808,115-5,731,295N/A
6/30/20232,581,586325,055-3,899,373-3,838,287N/A
3/31/20231,837,313241,681-2,654,260-2,598,245N/A
12/31/20221,290,492183,153-2,150,466-2,099,364N/A
9/30/2022705,17375,267-645,111-625,062N/A
6/30/2022552,35158,009-319,837-298,825N/A
3/31/2022380,00823,421-16,072799N/A
12/31/2021295,78418,308232,059247,726N/A
9/30/2021239,31629,380-303,432-296,109N/A
6/30/2021205,79028,622-280,501-274,559N/A
3/31/2021167,03620,004-247,103-242,287N/A
12/31/2020290,80729,551-271,509-262,255N/A
9/30/2020137,19511,810-213,316-209,262N/A
6/30/2020130,87814,131-137,480-133,860N/A
3/31/2020130,49016,717-27,763-24,359N/A
12/31/2019128,21419,711N/A14,231N/A
9/30/2019127,73313,523N/A109,523N/A
6/30/2019111,2468,782N/A19,089N/A
3/31/201983,8391,295N/A7,900N/A
12/31/201862,670-2,292N/A29,723N/A
9/30/201841,2185,487N/A-80,864N/A
6/30/201836,7373,860N/A-61,773N/A
3/31/201835,4192,907N/A-40,789N/A
12/31/201751,4472,929N/A-70,072N/A
9/30/201721,2683,676N/A-26,865N/A
6/30/201719,0623,228N/A-1,377N/A
3/31/201716,1823,020N/A10,729N/A
12/31/201615,2583,644N/A21,114N/A
9/30/201615,1454,250N/A21,633N/A
6/30/201614,5534,315N/A17,345N/A
3/31/201613,4084,019N/A14,667N/A
12/31/201512,6743,784N/A13,059N/A
9/30/201511,7203,411N/A3,930N/A
6/30/201510,9933,041N/A5,022N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (34.8% al año) de BBAR es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (34.8% al año) de BBAR crezcan más rápidamente que el mercado US (18.5% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de BBAR crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (24.2% al año) de BBAR crezcan más rápidamente que los del mercado US (12.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (24.2% al año) de BBAR crezcan más rápidamente que un 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de BBAR sea baja dentro de 3 años (19.1%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/28 07:11
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Banco BBVA Argentina S.A. está cubierta por 9 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Lucas RamirezBofA Global Research
Brian FloresCitigroup Inc
Daer LabartaDeutsche Bank