BAWAG Group AG

WBAG:BG 주식 리포트

시가총액: €14.1b

BAWAG Group 향후 성장

Future 기준 점검 4/6

BAWAG Group (는) 각각 연간 9.3% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.4% 로 예상됩니다.

핵심 정보

9.3%

이익 성장률

12.12%

EPS 성장률

Banks 이익 성장8.8%
매출 성장률6.5%
향후 자기자본이익률24.41%
애널리스트 커버리지

Good

마지막 업데이트05 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

WBAG:BG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,6451,259N/AN/A5
12/31/20272,5271,158N/AN/A5
12/31/20262,383970N/AN/A7
6/30/20262,076895-820-668N/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

애널리스트 향후 성장 전망

수입 대 저축률: BG 의 연간 예상 수익 증가율(9.3%)이 saving rate(2.5%)보다 높습니다.

수익 vs 시장: BG 의 연간 수익(9.3%)이 Austrian 시장(8.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: BG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BG 의 수익(연간 6.5%)이 Austrian 시장(연간 4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: BG 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BG의 자본 수익률은 3년 후 24.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/07 18:40
종가2026/08/07 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

BAWAG Group AG는 17명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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