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Bladex Inc.NYSE:BLX 株式レポート

時価総額 US$2.1b
株価
n/a
1Y33.5%
7D-2.7%
1D-1.4%
ポートフォリオ価値
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Bladex Inc.

NYSE:BLX 株式レポート

時価総額:US$2.1b

Bladex(BLX)株式概要

多国籍銀行であるBladex Inc.は、ラテンアメリカおよびカリブ海地域における対外貿易の資金調達や経済統合に取り組んでいる。 詳細

BLX ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績2/6
財務の健全性5/6
配当金5/6

BLX Community Fair Values

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Bladex Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Bladex
過去の株価
現在の株価US$56.99
52週高値US$63.20
52週安値US$38.41
ベータ0.79
1ヶ月の変化-2.85%
3ヶ月変化8.24%
1年変化26.70%
3年間の変化140.97%
5年間の変化244.77%
IPOからの変化159.05%

最新ニュース

Seeking Alpha Jul 17

Bladex: BBB+ Upgrade, Cleaner Credit, Still Cheap

Summary Bladex is rated buy with a $66 fair value, offering 12% upside and a near 5% dividend yield. BLX remains the cheapest Latin American bank peer on both earnings and book value, despite a 46% price increase over the past year. Short-duration credit books, improving fee income, and a recent BBB+ rating upgrade support a robust, less rate-dependent earnings profile. Key risks include net interest margin compression below 2.25% and potential credit deterioration, but capital strength and liquidity provide a margin of safety. Read the full article on Seeking Alpha
ナラティブ更新 Jun 30

BLX: Dividend Strength And Rating Upgrade Will Support Future Returns

Analysts have reduced their price target for Bladex from $63.00 to $57.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Bladex Banco Latinoamericano de Comercio Exterior SA, now Bladex, stock reached an all-time high of US$61.20, with recent reports citing first quarter 2026 earnings per share of US$1.31 and revenue of US$83.1 million.

Recent updates

Seeking Alpha Jul 17

Bladex: BBB+ Upgrade, Cleaner Credit, Still Cheap

Summary Bladex is rated buy with a $66 fair value, offering 12% upside and a near 5% dividend yield. BLX remains the cheapest Latin American bank peer on both earnings and book value, despite a 46% price increase over the past year. Short-duration credit books, improving fee income, and a recent BBB+ rating upgrade support a robust, less rate-dependent earnings profile. Key risks include net interest margin compression below 2.25% and potential credit deterioration, but capital strength and liquidity provide a margin of safety. Read the full article on Seeking Alpha
ナラティブ更新 Jun 30

BLX: Dividend Strength And Rating Upgrade Will Support Future Returns

Analysts have reduced their price target for Bladex from $63.00 to $57.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Bladex Banco Latinoamericano de Comercio Exterior SA, now Bladex, stock reached an all-time high of US$61.20, with recent reports citing first quarter 2026 earnings per share of US$1.31 and revenue of US$83.1 million.
ナラティブ更新 Jun 16

BLX: Rebranding And Stable Profitability Will Support A Bullish Outlook

Analysts have kept their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Jun 02

BLX: Rebranding To Bladex And Strong Margins Will Support Bullish Outlook

Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 May 15

BLX: Lower Funding Costs And Rebrand Will Support Long-Term Value Creation

Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Apr 27

BLX: Higher Dividend And New Name Will Support Future Returns

Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Apr 13

BLX: Higher Dividend Payout Will Support Bullish Outlook

Analysts have kept their average price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Mar 30

BLX: Higher Dividend And Trade Platform Expansion Will Support Bullish Outlook

Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Mar 16

BLX: Higher Dividend And Trade Banking Expansion Will Drive Future Returns

Analysts are maintaining the Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Mar 02

BLX: Dividend Uplift And Trade Banking Shift Will Shape Future Returns

Analysts kept their $55.00 price target for Banco Latinoamericano de Comercio Exterior S. A., explaining that adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations offset each other enough that their overall valuation view stays the same.
ナラティブ更新 Feb 16

BLX: Higher Dividend And Trade Platform Shift Will Frame Balanced Outlook

Analysts have maintained their $55.50 price target for Banco Latinoamericano de Comercio Exterior S. A., updating their assumptions to reflect a slightly lower discount rate, modestly revised revenue growth expectations, a small change in profit margin, and an adjusted outlook for the future P/E multiple.
ナラティブ更新 Feb 02

BLX: Fee-Focused Trade Banking Pivot Will Support Long-Term Value Creation

Analysts have lifted their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Jan 18

BLX: Transactional Trade Shift And Tech Focus Will Support Future Upside

Analysts maintained their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Jan 04

BLX: Future Earnings Multiple Expansion Will Drive Stronger Share Price Performance

Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Dec 15

BLX: Stable Discount Rate Will Support Future Bullish Momentum

Analysts have modestly reaffirmed their outlook on Banco Latinoamericano de Comercio Exterior S. A., maintaining a fair value estimate of $55.50 per share, as slight adjustments to the discount rate and forward valuation assumptions were not sufficient to warrant a price target change.
ナラティブ更新 Dec 01

BLX: Stable Outlook Will Support Bullish Momentum Amid Minimal Assumption Shifts

Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Nov 17

BLX: Stable Outlook And Lower Discount Rate To Drive Bullish Sentiment

Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Nov 02

BLX: Forward Profitability And Modest Growth Will Unlock Latin American Potential

Narrative Update on Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Oct 18

Digital Trade Finance Platform Will Unlock Latin American Opportunities

Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Oct 04

Digital Trade Finance Platform Will Unlock Latin American Opportunities

Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブ更新 Sep 19

Digital Trade Finance Platform Will Unlock Latin American Opportunities

With consensus revenue growth forecasts essentially unchanged but a modest increase in future P/E multiples, analysts have slightly raised their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A from $47.33 to $49.33.
ナラティブ更新 Sep 04

Digital Trade Finance Platform Will Unlock Latin American Opportunities

With both revenue growth forecasts and the discount rate holding steady, analysts see no material change in Banco Latinoamericano de Comercio Exterior S. A’s outlook, resulting in the consensus price target remaining unchanged at $47.33.
Seeking Alpha Apr 18

Bladex: A Trade Finance Bank During A Trade Rift

Summary Bladex's Q4 earnings exceeded expectations, reaching $5.60 per share, and credit quality remains pristine; whilst the current price is near intrinsic value, justifying my "hold" rating. The bank's loan book has grown significantly, particularly in the corporate client segment, making it more sensitive to regional economic activity but also contributing to lending margins. Despite potential risks from U.S. tariffs and immigration policies, Latin America has a relative advantage, and Bladex's short-term loan book allows flexibility in risk management. Positive macroeconomic changes in Argentina, including reduced inflation and lifted currency controls, present new opportunities for Bladex, especially given Argentina's significant stock holdings in the bank. Read the full article on Seeking Alpha
Seeking Alpha Mar 11

Bladex's Growth Cannot Offset Spread Contraction And Cycle Risks; Moving To Hold

Summary Bladex's loan book is expanding, but margin compression continues due to lower rates and higher liquidity, impacting net interest margins. The LatAm macroeconomic environment is uncertain, affecting loan growth and credit risk, with concerns around US/Mexico tariffs and commodity price weakness. Despite strong risk management and low delinquencies, Bladex's valuation has become less attractive, moving from a Buy to a Hold rating. Long-term business expansion in treasury and trade finance could diversify earnings, but the current valuation and risk-reward profile no longer justify a Buy rating. Read the full article on Seeking Alpha
分析記事 Mar 03

Banco Latinoamericano de Comercio Exterior S. A's (NYSE:BLX) Shareholders Will Receive A Bigger Dividend Than Last Year

Banco Latinoamericano de Comercio Exterior, S. A. ( NYSE:BLX ) will increase its dividend on the 25th of March to...
Seeking Alpha Jan 20

Mr. Market Is No Longer Wrong On Bladex

Summary Bladex saw significant fundamental improvement, with its loan book growing to $9.7 billion and profitability increasing to over $5/share. Management has effectively grown the loan book without incurring additional credit losses, maintaining a strong risk-weighted capital ratio and doubling dividends. Despite increased expenses, conservative underwriting practices and short-term loan durations mitigate funding risks, ensuring liquidity even if capital markets shut down. With the stock re-rated to $39/share, I have reduced my position by 30%, but will hold for dividends and expect returns around management’s 14% ROE target. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Nov 03

Bladex's Decisive Evolution And Innovative Platforms Drive Bright Financial Horizons

Shift towards cost-efficient deposits and strategic expansion is expected to boost net interest margins and support loan growth.
Seeking Alpha Nov 02

Bladex Continues To Grow But Warns Of Higher Competition, Still A Buy

Summary Bladex results are in line with continued growth in assets and flat spreads. However, the bank has warned of increasing competition. The company is expecting to grow its fee-based revenues, to reduce exposure to spread and interest rate risk. The bank offers a yield of more than 15%, at the same time as it grows its loan book at mid-teens. This seems very attractive. Even assuming a return to very loose credit conditions like 2021, and no reduction in OpEx, the bank continues to offer a good 8% yield. Read the full article on Seeking Alpha
分析記事 Aug 30

Here's Why Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Jul 25

Bladex: Q2 2024 Keeps The Performance Trend, The Bank Is Still A Buy

Summary Bladex reported strong 2Q24 results with continued growth in book size, income, and fees. The bank's efficiency ratio is below 25%, making it one of the most efficient globally. Main risk is a global recession affecting Latin American trade patterns, but the stock remains attractive with a Buy rating. Read the full article on Seeking Alpha
分析記事 May 01

Do Banco Latinoamericano de Comercio Exterior S. A's (NYSE:BLX) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Apr 12

Bladex Still An Opportunity, With Caution On New Business Segments

Summary Banco Latinoamericano de Comercio Exterior (Bladex) reports record FY23 results with net income, credit book, and net interest income all showing significant growth. Bladex is expanding into new areas of bank finance, including project finance, working capital, and treasury solutions. The company recognizes the need for limited growth and plans to return capital to shareholders while maintaining high returns on equity. Read the full article on Seeking Alpha
分析記事 Jan 06

Here's Why We Think Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Dec 15

Bladex Is Still A Lopsided Bet On Latin American Growth

Summary BLX is a Panamanian bank with Latin American central banks as its primary depositors. BLX has experienced recent outperformance due to more lending and higher interest rates, leading to higher net interest income. The bank's profitability in the future will depend on global interest rates and the growth of the Latin American economy. Still, it is currently priced to yield 10% even in the worst-case scenario. Read the full article on Seeking Alpha
Seeking Alpha Nov 30

Bladex: Moving To Hold As Bull Thesis Has Played Out

Summary Bladex reported another strong quarter, and profits continue to hit new highs. However, I believe growth is about to slow down in 2024. Bladex shares have rallied sharply in 2023, and I no longer see much near-term upside. Read the full article on Seeking Alpha

株主還元

BLXUS Diversified FinancialUS 市場
7D-4.7%0.2%2.7%
1Y26.7%3.2%20.9%

業界別リターン: BLX過去 1 年間で3.2 % の収益を上げたUS Diversified Financial業界を上回りました。

リターン対市場: BLX過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。

価格変動

Is BLX's price volatile compared to industry and market?
BLX volatility
BLX Average Weekly Movement3.9%
Diversified Financial Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: BLX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BLXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1975n/aTaurel Salasbladex.com

多国籍銀行であるBladex Inc.は、ラテンアメリカおよびカリブ海地域における対外貿易の資金調達および経済統合に取り組んでいる。同社は、コマーシャル部門およびトレジャリー部門を通じて事業を展開している。同社は預金を受け入れており、二国間の短期・中期融資、ストラクチャード・クレジットおよびシンジケート・クレジットの組成、融資コミットメントなどの商品・サービスを提供しているほか、 発行および確認済みの信用状、スタンバイ信用状、商業リスクをカバーする保証、および受取手形に基づく顧客の負債資産を含む金融保証契約;ならびに共同融資契約、シンジケート・クレジット・ファシリティの引受、ファクタリングやベンダー・ファイナンスという形態の構造化貿易金融、および金融リース。 さらに、当社は、その他の包括利益を通じて公正価値で測定される有価証券および償却原価で測定される有価証券からなる投資運用活動にも携わっている。金融機関、企業、政府、および国有企業にサービスを提供している。 同社は、以前はBanco Latinoamericano de Comercio Exterior, S. A.という名称でしたが、2026年6月にBladex Inc.に社名を変更しました。Bladex Inc.は1975年に設立され、パナマ共和国パナマ市に本社を置いています。

Bladex Inc. 基礎のまとめ

Bladex の収益と売上を時価総額と比較するとどうか。
BLX 基礎統計学
時価総額US$2.12b
収益(TTM)US$226.28m
売上高(TTM)US$328.36m
9.4x
PER(株価収益率
6.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BLX 損益計算書(TTM)
収益US$328.36m
売上原価US$7.19m
売上総利益US$321.17m
その他の費用US$94.90m
収益US$226.28m

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)6.08
グロス・マージン97.81%
純利益率68.91%
有利子負債/自己資本比率254.6%

BLX の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

4.8%
現在の配当利回り
44%
配当性向

BLX 配当は確実ですか?

BLX 配当履歴とベンチマークを見る
BLX 、いつまでに購入すれば配当金を受け取れますか?
Bladex 配当日
配当落ち日Aug 07 2026
配当支払日Aug 25 2026
配当落ちまでの日数4 days
配当支払日までの日数14 days

BLX 配当は確実ですか?

BLX 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/10 08:42
終値2026/08/07 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bladex Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Gilberto GarciaBarclays
Ricardo BuchpiguelBTG Pactual
Daniel MoraCrediCorp Capital