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BAWAG Group (BG) Fair Value & Analysis

Financial Services · AT · Market cap €11.9B

BG BAWAG Group BG · VI
Price€172.10
Fair Value€145.22
Upside-15.6%
Quality95/100
Evidence: High Range €108.92 – €181.53

Fair value as of: Jun 26, 2026

From 17 valuation models · updated 3 days ago

Share price +11.6% over the past month.

Price vs Fair Value (12 months)

€173.20 €100.67 Fair Value €145.22 Jun 2025 Jun 2026

12‑month range €100.67 – €173.20 · fair‑value band €108.92 – €181.53 · the €172.10 price screens above the €145.22 fair value. As of Jun 26, 2026.

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Analysis

BAWAG Group (BG) currently trades at €172.10, while our model-based Fair Value estimate is €145.22 — implying the stock looks roughly 15.6% overvalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, BAWAG Group generated revenue of €2.1B at a net margin of 43.3%. Revenue grew 8.4% year over year. It earns a return on equity of 19.0%. Net debt stands at €3.5B. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) €2.1B
Revenue growth (YoY) +8.4%
Net margin 43.3%
Return on equity 19.0%
Free cash flow −€3.4B FY2025
P/E ratio 15.0
More key figures
Operating margin 60.8%
EPS (TTM) €10.28
EPS growth (YoY) +18.3%
Net debt €3.5B FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

BAWAG Group AG operates as a holding company for BAWAG P.S.K. Bank für Arbeit und Wirtschaft und Österreichische Postsparkasse Aktiengesellschaft that provides various banking products and services in Austria, Western Europe, Germany, Ireland, Switzerland, the Netherlands, North America, and internationally. It operates through Retail & SME; Corporates, Real Estate & Public Sector; and Treasury segments. The Retail & SME segment offers savings, payments, securities, cards and lending, and investment and insurance products and services; small business lending; factoring and leasing business; social housing activities; and auto, mobile, and real estate leasing, as well as consumer and mortgage loans. This segment also owns issues covered with retail assets and Wohnbaubank bonds. The Corporates, Real Estate & Public segment provides lending products; international real estate financing; corporate, mid-cap, and public lending; and other financial services. This segment also owns issues …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BAWAG Group reported revenue of €2.4B in FY2025 versus €1.3B in FY2021, a compound +15.6%/yr. Reported net income was €860M in FY2025, compounding +15.7%/yr from FY2021.

Revenue +15.6%/yr
FY21 €1.3B
FY22 €1.4B
FY23 €1.4B
FY24 €1.7B
FY25 €2.4B
Net income +15.7%/yr
FY21 €480M
FY22 €318M
FY23 €683M
FY24 €760M
FY25 €860M

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Frequently asked questions

Is BAWAG Group (BG) undervalued?
As of Jun 26, 2026, our model estimates a fair value of €145.22 versus a price of €172.10 — about −16% (overvalued). Model-based estimate, not financial advice.
What is the fair value of BG?
Our 21-model fair value for BAWAG Group is €145.22 (as of Jun 26, 2026), built from audited fundamentals. The current price is €172.10.
What is the quality score of BG?
BAWAG Group has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of BAWAG Group (BG)?
BAWAG Group reported trailing-twelve-month revenue of about €2.1B (latest available figure, as of Jun 26, 2026).
What is the net profit margin of BG?
The net profit margin of BAWAG Group is about 43.3%, meaning it keeps roughly 43.3% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.