Banco BBVA Argentina S.A.

NYSE:BBAR Rapport sur les actions

Capitalisation boursière : US$3.9b

Banco BBVA Argentina Croissance future

Future contrôle des critères 5/6

Banco BBVA Argentina devrait augmenter ses bénéfices et son chiffre d'affaires de 31.4% et de 23.3% par an respectivement. Le BPA devrait croître de de 77.6% par an. Le rendement des capitaux propres devrait être 19.6% dans 3 ans.

Informations clés

31.4%

Taux de croissance des bénéfices

77.64%

Taux de croissance du BPA

Banks croissance des bénéfices8.2%
Taux de croissance des recettes23.3%
Rendement futur des capitaux propres19.58%
Couverture par les analystes

Good

Dernière mise à jour30 May 2026

Mises à jour récentes de la croissance future

Pas de mise à jour

Recent updates

Seeking Alpha • Oct 28

Banco BBVA Argentina: Rapid Loan Growth To Power Shares Higher

Summary Banco BBVA Argentina remains undervalued, despite a recent rally, following pro-business election results. The bank is poised for strong earnings growth in 2026 as private sector lending accelerates. The bank's market share is increasing, and management is maintaining ambitious growth guidance. With Argentina's economic reforms gaining momentum, I see BBVA Argentina shares as undervalued at present levels. 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.

Prévisions de croissance des bénéfices et des revenus

NYSE:BBAR - Estimations futures des analystes et données financières antérieures (ARS Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20287,686,8691,514,682N/AN/A5
12/31/20276,066,701850,778N/AN/A5
12/31/20264,753,326689,607N/AN/A5
3/31/20263,146,824224,406N/AN/AN/A
12/31/20253,138,950249,991-7,367,554-7,150,721N/A
9/30/20252,103,918178,848-6,573,650-6,348,517N/A
6/30/20252,244,789275,088-5,992,642-5,840,581N/A
3/31/20252,738,922378,903-5,401,418-5,256,472N/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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BBAR ( 31.4% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de BBAR ( 31.4% par an) devraient croître plus rapidement que le marché US ( 17% par an).

Croissance élevée des bénéfices: Les bénéfices de BBAR devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BBAR ( 23.3% par an) devrait croître plus rapidement que le marché US ( 11.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BBAR ( 23.3% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BBAR devrait être faible dans 3 ans ( 19.6 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/31 23:15
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/03/31
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 expliquant comment 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

Banco BBVA Argentina S.A. est couverte par 10 analystes. 6 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
Lucas RamirezBofA Global Research
Brian FloresCitigroup Inc
Brian FloresCitigroup Inc