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ABCB4.SA$24.38-0.49%
Fair $24.38+0.0%

ABCB4.SA

Banco ABC Brasil S.A.

Financial Services / Banks - RegionalSão Paulo

$24.38

-0.12 (-0.49%)

Fairly Valued+0.0%Fair Value $24.38Fund rank 18/100 · Data gapFallback financials|
SA 29/D
F-Score: 6/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 60.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

29/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 5.22, above the 2.0 threshold
Thesis & Journal · ABCB4.SALocal privado en este navegador · Banco ABC Brasil S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$6.3B

P/E

4.5x

↓

EV/EBITDA

N/A

•

ROE

14.8%

↑

Gross Margin

N/A

•

Debt/Equity

5.22

↑
52-Week Range$24
$20$29

TradingView lightweight chart

ABCB4.SA price, volumen y niveles de valoración

Último $24.38Periodo +150.2%
Fair value: $24.38

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+7.9%

FCF CAGR

-53.1%

FCF margin

12.8%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.78B · net income $1.00B · FCF $356.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

36.1%-0.1% pts

FCF margin

12.8%-143.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.78B$2.78B$2.45B$2.26B$2.21B
Net Income$1.00B$1.00B$971.3M$851.6M$800.2M
EPS4.254.254.023.753.51
Net Margin36.1%36.1%39.7%37.7%36.2%
Balance Sheet
Debt/Equity5.225.226.395.615.78
Cash Flow
Free Cash Flow$356.2M$356.2M$-239.4M$-963.5M$3.46B
Returns
ROE14.8%14.8%15.2%14.5%15.4%
Valuation
P/E4.514.514.736.255.30
P/B0.850.850.720.910.81
Growth & Yield
Revenue Growth13.6%13.6%8.2%2.2%—
EPS Growth5.8%5.8%7.1%6.7%—
Dividend Yield10.7%10.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-20.2%

fácil

EPS terminal req.

$2.16

Spread vs growth

26.0%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$2.62

Spread vs growth

15.1%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$4.22

Spread vs growth

5.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +24.1%

Total return

+24.1%

Start / end P/E

5.4x → 5.7x

EPS bridge

4.02 → 4.25

Residual

+0.4%

EPS growth+5.8%
Multiple rerating+7.1%
Dividend+10.7%
Residual / FX / buybacks / cross-term+0.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.