Bladex Inc.

NYSE:BLX 株式レポート

時価総額：US$2.3b

Bladex 将来の成長

Future 基準チェック /16

Bladex利益と収益がそれぞれ年間10.8%と11.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.5% 10.8%なると予測されています。

主要情報

10.8%

収益成長率

10.81%

EPS成長率

Diversified Financial 収益成長8.1%
収益成長率11.5%
将来の株主資本利益率15.52%
アナリストカバレッジ

Low

最終更新日16 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
Seeking Alpha • Apr 29

Bladex Can Benefit From The Middle East Conflict Incrementing Trade Financing

Summary Banco Latinoamericano de Comercio Exterior remains a Buy, with undervaluation supported by robust loan and fee business growth despite competitive margin pressure. BLX's commercial portfolio grew 13% YoY to $12B, while fee and commission income rose 24% YoY, offsetting modest NIM compression. Management guides for 13–15% commercial portfolio growth and NIM around 2.3%, with ROE expected at 14–15% and capital ratios trending toward 15–16%. Risks center on competition-driven margin erosion, but short-duration assets, low impaired credits (0.4%), and commodity tailwinds support the current risk/reward. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • Mar 16

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

Analysts are maintaining the Banco Latinoamericano de Comercio Exterior S. A.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • Nov 02

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

Narrative Update on Banco Latinoamericano de Comercio Exterior S. A.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
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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
分析記事 • Sep 06

If EPS Growth Is Important To You, Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Aug 11

Bladex: A Speculative LatAm Play With Growth, Value, And Momentum

Summary Bladex's revenue, net income, and FCF are at or near record highs since 2014. Valuation multiples such as P/E, P/S, and P/B are near the bottom of their post-2014 ranges. Deposits recently hit a record high and became a larger fraction of Bladex's total funding, and the firm expects this trend to continue. Despite risks including an elevated exposure to the oil and gas sector and a geographically concentrated base of borrowers, Bladex’s strong financials, low multiples, and upward price momentum present an interesting opportunity for investors. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:BLX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028454293N/AN/A3
12/31/2027410264N/AN/A3
12/31/2026378249N/AN/A2
3/31/2026323224-652-649N/A
12/31/2025317227-414-411N/A
9/30/2025308222-351-348N/A
6/30/2025306220-896-891N/A
3/31/2025290206-1,241-1,237N/A
12/31/2024286206-1,132-1,128N/A
9/30/2024280201-1,001-998N/A
6/30/2024271194-459-457N/A
3/31/2024255180-438-436N/A
12/31/2023239166-157-155N/A
9/30/2023218151402404N/A
6/30/2023194132169172N/A
3/31/2023178118-86-83N/A
12/31/202214792-927-924N/A
9/30/202212981-1,734-1,732N/A
6/30/202211470-1,481-1,480N/A
3/31/202210261-1,320-1,319N/A
12/31/202110263-770-769N/A
9/30/20219858-618-616N/A
6/30/20219658-601-598N/A
3/31/20219458357360N/A
12/31/202010164995997N/A
9/30/202010970951952N/A
6/30/2020114751,0321,033N/A
3/31/202012483142143N/A
12/31/201912786N/A-14N/A
9/30/201912885N/A241N/A
6/30/20197424N/A50N/A
3/31/20197218N/A-223N/A
12/31/20187011N/A-216N/A
9/30/20186711N/A-289N/A
6/30/201812372N/A104N/A
3/31/201812173N/A615N/A
12/31/201712782N/A590N/A
9/30/201712075N/A1,132N/A
6/30/201712882N/A1,051N/A
3/31/201713387N/A979N/A
12/31/201613387N/A777N/A
9/30/201614497N/A550N/A
6/30/2016149106N/A517N/A
3/31/201613898N/A138N/A
12/31/2015151104N/A131N/A
9/30/2015165112N/A-542N/A
6/30/2015161102N/A-616N/A

アナリストによる今後の成長予測

収入対貯蓄率: BLXの予測収益成長率 (年間10.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BLXの収益 ( 10.8% ) US市場 ( 18.4% ) よりも低い成長が予測されています。

高成長収益: BLXの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BLXの収益 ( 11.5% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: BLXの収益 ( 11.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BLXの 自己資本利益率 は、3年後には低くなると予測されています ( 15.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/25 05:46
終値2026/06/25 00:00
収益2026/03/31
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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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。7

アナリスト機関
Gilberto GarciaBarclays
Ricardo BuchpiguelBTG Pactual
Iñigo Vega ZabalaJefferies LLC