Narrative Update • Aug 19

In the last week, Diversified Banks has been flat. As for the the longer term, the industry is up 50% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Spanish Diversified Banks Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | €452.8b | €107.5b | €32.2b | 14.2x | 14.1x | 4.2x |
| Fri, 24 Jul 2026 | €417.9b | €105.6b | €31.9b | 13.1x | 13.1x | 4x |
| Sun, 21 Jun 2026 | €413.1b | €104.5b | €31.4b | 13.2x | 13.1x | 4x |
| Tue, 19 May 2026 | €364.9b | €104.4b | €31.4b | 11.5x | 11.6x | 3.5x |
| Thu, 16 Apr 2026 | €377.5b | €102.9b | €30.6b | 12.6x | 12.3x | 3.7x |
| Sat, 14 Mar 2026 | €341.5b | €102.9b | €30.6b | 11.2x | 11.2x | 3.3x |
| Mon, 09 Feb 2026 | €382.4b | €105.6b | €33.2b | 11.4x | 11.5x | 3.6x |
| Wed, 07 Jan 2026 | €378.4b | €107.9b | €32.0b | 11.7x | 11.8x | 3.5x |
| Fri, 05 Dec 2025 | €355.7b | €107.9b | €32.0b | 10.9x | 11.1x | 3.3x |
| Sun, 02 Nov 2025 | €329.5b | €108.6b | €32.2b | 10.1x | 10.2x | 3x |
| Tue, 30 Sep 2025 | €320.4b | €107.4b | €32.0b | 10x | 10x | 3x |
| Thu, 28 Aug 2025 | €303.7b | €107.4b | €32.0b | 9.8x | 9.5x | 2.8x |
| Sat, 26 Jul 2025 | €275.6b | €108.1b | €32.2b | 8.9x | 8.6x | 2.6x |
| Mon, 23 Jun 2025 | €258.9b | €108.3b | €32.2b | 8.1x | 8x | 2.4x |
| Wed, 21 May 2025 | €269.4b | €108.3b | €32.2b | 8.2x | 8.4x | 2.5x |
| Fri, 18 Apr 2025 | €231.4b | €107.4b | €30.4b | 7.6x | 7.6x | 2.2x |
| Sun, 16 Mar 2025 | €247.8b | €107.4b | €30.4b | 8.1x | 8.2x | 2.3x |
| Tue, 11 Feb 2025 | €211.5b | €106.9b | €31.1b | 6.8x | 6.8x | 2x |
| Thu, 09 Jan 2025 | €186.6b | €101.1b | €28.9b | 7.4x | 6.5x | 1.8x |
| Sat, 07 Dec 2024 | €184.8b | €101.1b | €29.0b | 7.2x | 6.4x | 1.8x |
| Mon, 04 Nov 2024 | €185.9b | €101.1b | €29.0b | 6.9x | 6.4x | 1.8x |
| Wed, 02 Oct 2024 | €177.1b | €100.1b | €27.9b | 6.8x | 6.3x | 1.8x |
| Fri, 30 Aug 2024 | €184.3b | €100.1b | €27.9b | 7.4x | 6.6x | 1.8x |
| Sun, 28 Jul 2024 | €189.2b | €98.7b | €26.7b | 7.9x | 7.1x | 1.9x |
| Tue, 25 Jun 2024 | €179.3b | €97.2b | €26.1b | 7.6x | 6.9x | 1.8x |
| Thu, 23 May 2024 | €190.8b | €97.2b | €26.1b | 7.9x | 7.3x | 2x |
| Sat, 20 Apr 2024 | €182.7b | €93.5b | €25.1b | 7.7x | 7.3x | 2x |
| Mon, 18 Mar 2024 | €172.6b | €93.5b | €25.1b | 7.3x | 6.9x | 1.8x |
| Wed, 14 Feb 2024 | €154.0b | €92.8b | €25.5b | 6.4x | 6x | 1.7x |
| Fri, 12 Jan 2024 | €151.5b | €90.9b | €23.7b | 6.5x | 6.4x | 1.7x |
| Sun, 10 Dec 2023 | €156.5b | €90.9b | €23.7b | 6.7x | 6.6x | 1.7x |
| Tue, 07 Nov 2023 | €145.4b | €90.9b | €23.7b | 6.4x | 6.1x | 1.6x |
| Thu, 05 Oct 2023 | €146.1b | €88.5b | €21.8b | 7.3x | 6.7x | 1.7x |
| Sat, 02 Sep 2023 | €141.8b | €88.5b | €21.8b | 7.1x | 6.5x | 1.6x |
6.5x
How does Spanish Diversified Banks compare with similar industries?
| ES Market | 0.78% | |
| Financials | 0.60% | |
| Banks | 0.60% | |
| Diversified Banks | 0.60% | |
| Regional Banks | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAN Banco Santander | €12.71 | 3.3% +€9.6b | 57.6% | PB1.7x | |
| CABK CaixaBank | €13.21 | 4.0% +€3.5b | 56.3% | PB2.4x | |
| BBVA Banco Bilbao Vizcaya Argentaria | €24.95 | 1.3% +€1.7b | 60.7% | PB2.3x | |
| BKT Bankinter | €16.72 | 1.7% +€247.1m | 30.9% | PB2.2x | |
| SAB Banco de Sabadell | €3.65 | 1.1% +€185.8m | 11.6% | PB1.5x |