BAWAG Group AG

WBAG:BG Rapport sur les actions

Capitalisation boursière : €12.9b

BAWAG Group Croissance future

Future contrôle des critères 3/6

BAWAG Group devrait augmenter ses bénéfices et son chiffre d'affaires de 9.6% et de 6.7% par an respectivement. Le BPA devrait croître de de 12.3% par an. Le rendement des capitaux propres devrait être 24.5% dans 3 ans.

Informations clés

9.6%

Taux de croissance des bénéfices

12.33%

Taux de croissance du BPA

Banks croissance des bénéfices8.7%
Taux de croissance des recettes6.7%
Rendement futur des capitaux propres24.48%
Couverture par les analystes

Good

Dernière mise à jour27 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit Jul 24

BG: Higher 2026 Profit Guidance And New Institutional Stake Will Support Upside

BAWAG Group's analyst price target has been revised higher from €192 to €198. Analysts cite updated revenue growth assumptions, a slightly lower discount rate and recent target increases from major brokers as key supports for the move.
Mise à jour du récit Jul 07

BG: Higher P/E Assumptions And Profit Resilience Will Shape Future Returns

Analysts have lifted their price targets for BAWAG Group, with the fair value estimate moving from €166.58 to €170.28. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E multiples, alongside a series of recent target increases from major banks.
Mise à jour du récit Jun 17

BG: Higher Profit Margins And 2026 Earnings Guidance Will Support Upside

Analysts have lifted their price target on BAWAG Group to €192, up from about €160, citing updated assumptions around discount rates, profit margins, revenue outlook and future P/E levels as reflected in recent research moves from several major banks. Analyst Commentary Recent research on BAWAG Group points to a cluster of higher price targets, with bullish analysts setting new levels around €192.
Mise à jour du récit Jun 03

BG: Earnings Quality And Guidance Will Support Measured Re Rating Potential

Narrative Update Analysts have lifted their price targets on BAWAG Group by up to €24 in recent research, citing updated views on earnings quality, profitability and valuation assumptions. Analyst Commentary Recent research on BAWAG Group has focused on refining valuation assumptions rather than making wholesale changes to the investment case.
Mise à jour du récit May 19

BG: Refined Earnings Outlook And Index Inclusion Will Support Measured Re Rating

Narrative Update: BAWAG Group Analysts have lifted their price targets on BAWAG Group by up to €24, citing refreshed models that factor in a slightly higher discount rate, a modest adjustment to revenue growth assumptions, improved profit margin expectations, and a lower future P/E estimate. Analyst Commentary Recent Street research on BAWAG Group has focused on refreshed valuation work, with several large firms updating their price targets.
Mise à jour du récit Apr 29

BG: Higher P/E Assumptions And 2028 Profit Guidance Will Drive Future Upside

Analysts have raised the implied fair value for BAWAG Group from about €151 to roughly €167, reflecting higher price targets supported by recent research from JPMorgan, Morgan Stanley and Citi, as well as expectations for a slightly lower discount rate, firmer profit margins and a higher future P/E multiple. Analyst Commentary Recent Street research on BAWAG Group has centered on higher price targets and maintained positive ratings from several global banks, including JPMorgan and Citi.
Mise à jour du récit Apr 14

BG: Higher Earnings Guidance And Capital Returns Will Support Measured Re-Rating

Analysts have lifted BAWAG Group's average price target to a range of €156 to €161, reflecting updated views on its earnings profile, capital returns, and a slightly lower discount rate paired with marginally higher revenue growth and profit margin assumptions. Analyst Commentary Recent Street research points to a cluster of higher price targets for BAWAG Group, with JPMorgan and Citi setting reference levels in the €156 to €161 range and other reports indicating upward adjustments in the high single to low double digits.
Mise à jour du récit Mar 31

BG: Rising Earnings Power And Capital Returns Will Drive Re-Rating

The analyst fair value estimate for BAWAG Group has increased from €115.00 to €145.00, with analysts citing updated forecasts for revenue growth, profit margins and future P/E assumptions following a series of recent price target increases from the Street. Analyst Commentary Recent research activity on BAWAG Group has largely centered on price target revisions, with several major institutions updating their views.
Mise à jour du récit Mar 17

BG: Higher Profitability And Index Inclusions Will Support Future Upside

Analysts have nudged their average price target for BAWAG Group to about €160 from roughly €150, citing slightly adjusted fair value estimates, a modestly lower discount rate and future P/E, and updated assumptions for revenue growth and profit margins. Analyst Commentary Recent research updates show a cluster of higher price targets for BAWAG Group, with new reference points ranging from €156 to €161.
Mise à jour du récit Mar 03

BG: Rising P/E Expectations And 2026 Profit Outlook Will Drive Future Upside

The analyst price target for BAWAG Group has moved from about €132 to €151, with analysts linking this shift to updated assumptions for revenue growth, profit margins, and future P/E, in line with recent upward revisions to Street price targets in the €156 to €161 range. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €156 to €161 range, which lines up with the higher internal target of €151 and suggests they see room for the market to better reflect their updated assumptions on earnings and P/E.
Mise à jour du récit Feb 17

BG: Higher P/E Assumptions And Margins Will Support Future Upside

Analysts have raised their consolidated price target for BAWAG Group to €161 from €153.20, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples that are consistent with recent target increases from several major banks. Analyst Commentary Recent research updates cluster around higher price targets for BAWAG Group, with several bullish analysts pointing to improved assumptions on discount rates, revenue, margins and future P/E multiples.
Mise à jour du récit Feb 03

BG: Earnings Strength And Capital Returns Will Support Measured Future Upside

Analysts have nudged their fair value estimate for BAWAG Group higher to €153.20 from €148.20, pointing to updated price targets and modest tweaks to discount rate, growth and profit margin assumptions that align with recent Street research. Analyst Commentary Recent Street research on BAWAG Group has leaned supportive of the current investment case, with several bullish analysts revisiting their models and price targets in light of updated assumptions on discount rates, growth, and profitability.
Mise à jour du récit Jan 20

BG: 2025 Profit Guidance And P/E Repricing Will Shape Future Upside

Analysts have reduced their price target on BAWAG Group to €146 from €149, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the new €146 price target as still implying upside potential versus current trading levels, even after the modest cut from €149.
Mise à jour du récit Jan 06

BG: Higher Earnings Guidance Will Test Limited Upside And Execution Risk

Analysts have lifted their fair value estimate for BAWAG Group from €89.03 to €115.00, citing updated assumptions on revenue growth, profit margins and future P/E, along with recent Street price target revisions from €129 to €132 at Citi and from €149 to €146 at Morgan Stanley. Analyst Commentary Street research on BAWAG Group has been mixed, with some price target changes highlighting where more cautious voices see limits to upside.
Mise à jour du récit Dec 19

BG: Earnings Strength And Capital Returns Will Drive Further Upside

Analysts have slightly reduced their price target for BAWAG Group to EUR 146 from EUR 149. This reflects a modestly lower long term revenue growth outlook, partially offset by expectations of stronger profit margins and a lower future valuation multiple.
Mise à jour du récit Dec 05

BG: Earnings Momentum And Capital Returns Will Drive Further Share Price Gains

Analysts have made a modest downward adjustment to BAWAG Group's price target, trimming it by approximately EUR 0.30 as they fine tune assumptions around discount rates, revenue growth, profit margins and forward valuation multiples. Analyst Commentary Recent research updates reflect a largely constructive stance on BAWAG Group, with price targets being refined rather than fundamentally reset.
Mise à jour du récit Nov 21

BG: Earnings Momentum And Margin Expansion Will Support Further Share Price Gains

The analyst price target for BAWAG Group has increased slightly, rising from €130.84 to €131.13 as analysts cite stronger revenue growth and improved profit margins in their updated forecasts. Analyst Commentary Recent adjustments to BAWAG Group's price targets reflect evolving sentiment among market watchers.
Mise à jour du récit Nov 06

BG: Sustained Profit Margin Strength Will Drive Further Share Price Appreciation

BAWAG Group's analyst price targets have risen modestly, with the average fair value nudging higher to €130.84. Analysts point to sustained revenue growth, along with slight improvements in profit margins and valuation multiples.
Mise à jour du récit Oct 23

Analysts Raise BAWAG Group Price Target Amid Valuation Adjustments and Mixed Growth Outlook

BAWAG Group’s average analyst price target has been raised from €127.80 to €130.21. This increase reflects analysts’ optimism supported by recent upward revisions in fair value estimates, despite a moderated outlook for revenue growth and profit margins.
Mise à jour du récit Oct 08

Ongoing Integration And Digital Transformation Will Drive Efficiency In Europe

The analyst price target for BAWAG Group has been increased from €126.41 to €127.80. Analysts cite ongoing positive revisions in forecasts, driven by recent upward adjustments to projected earnings and stable margins.
Mise à jour du récit Sep 03

Ongoing Integration And Digital Transformation Will Drive Efficiency In Europe

Analysts have modestly raised BAWAG Group’s price target to €126.40, driven by improved earnings visibility, strong loan growth, effective cost control, and sustained capital deployment, reflecting continued confidence in the bank’s robust fundamentals. Analyst Commentary Bullish analysts are raising price targets citing improved earnings visibility and robust operational performance.
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Nouveau récit Dec 04

Synthetic Risk Transfers And Knab Acquisition Set To Enhance Capital Efficiency And Propel Earnings Growth

Strategic acquisitions and standardization aim to improve efficiency and profit margins through streamlined operations and product alignment.

Prévisions de croissance des bénéfices et des revenus

WBAG:BG - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,6421,263N/AN/A6
12/31/20272,5241,158N/AN/A6
12/31/20262,371960N/AN/A8
6/30/20262,081890N/AN/AN/A
3/31/20262,059845N/AN/AN/A
12/31/20252,019814-3,372-3,276N/A
9/30/20251,908848N/AN/AN/A
6/30/20251,762796-653-604N/A
3/31/20251,635772N/AN/AN/A
12/31/20241,5147381,1931,244N/A
9/30/20241,407673N/AN/AN/A
6/30/20241,4396804582N/A
3/31/20241,408686N/AN/AN/A
12/31/20231,4016591,2701,302N/A
9/30/20231,332614N/AN/AN/A
6/30/20231,0193701,2791,321N/A
3/31/2023950323N/AN/AN/A
12/31/2022909294-406-349N/A
9/30/2022827326N/AN/AN/A
6/30/20221,077508-3226N/A
3/31/20221,044493N/AN/AN/A
12/31/20211,010455270312N/A
9/30/20211,074390N/AN/AN/A
6/30/2021977335-1,410-1,389N/A
3/31/2021933282N/AN/AN/A
12/31/20209032701,4411,462N/A
9/30/2020933302N/AN/AN/A
6/30/20209963492,0052,054N/A
3/31/20201,078409N/AN/AN/A
12/31/20191,122444N/A-912N/A
9/30/20191,104445N/AN/AN/A
6/30/20191,094438N/A479N/A
3/31/20191,075441N/AN/AN/A
12/31/20181,069430N/A-1,052N/A
9/30/2018963477N/A-483N/A
6/30/2018906451N/A-1,914N/A
3/31/2018865456N/A-1,380N/A
12/31/2017848449N/A238N/A
9/30/2017834393N/A432N/A
6/30/2017826391N/A1,227N/A
3/31/2017819386N/A1,018N/A
12/31/2016816473N/A1,457N/A
9/30/2016914487N/A-1,038N/A
6/30/2016893469N/A-1,371N/A
3/31/2016881466N/A-1,742N/A
12/31/2015891394N/A-2,030N/A
9/30/2015837357N/A-558N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BG ( 9.6% par an) est supérieure au taux d'épargne ( 2.3% ).

Bénéfices vs marché: Les bénéfices de BG ( 9.6% par an) devraient croître plus lentement que le marché Austrian ( 10.7% par an).

Croissance élevée des bénéfices: Les bénéfices de BG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BG ( 6.7% par an) devrait croître plus rapidement que le marché Austrian ( 4.3% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BG ( 6.7% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BG devrait être élevé dans 3 ans ( 24.5 %)


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/29 13:54
Cours de l'action en fin de journée2026/07/29 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

BAWAG Group AG est couverte par 17 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeremy SigeeBNP Paribas
Victoria CherevachBofA Global Research
Borja Ramirez SeguraCitigroup Inc