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Erste Group (EBO) Fair Value & Analysis

Financial Services · DE · Market cap €40.0B

EG Erste Group EBO · XETRA
Price€116.60
Fair Value€153.58
Upside+31.7%
Quality92/100
Evidence: High Range €115.19 – €191.98

Fair value as of: Jun 26, 2026

From 25 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from €79.76 to €153.58 (+92.6%) since Jun 24, 2026. Share price +11.7% over the past month.

Price vs Fair Value (12 months)

€118.12 €71.35 Fair Value €153.58 Jun 2025 Jun 2026

12‑month range €71.35 – €118.12 · fair‑value band €115.19 – €191.98 · the €116.60 price screens below the €153.58 fair value. As of Jun 26, 2026.

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Analysis

Erste Group (EBO) currently trades at €116.60, while our model-based Fair Value estimate is €153.58 — implying the stock looks roughly 31.7% undervalued today. We read business quality at 92/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Erste Group generated revenue of €12.0B at a net margin of 30.4%. Revenue grew 28.9% year over year. It earns a return on equity of 12.5%. Net debt stands at €48.4B. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) €12.0B
Revenue growth (YoY) +28.9%
Net margin 30.4%
Return on equity 12.5%
Free cash flow €4.3B FY2025
P/E ratio 12.0
More key figures
Operating margin 43.9%
EPS (TTM) €8.57
Dividend yield 0.7%
EPS growth (YoY) +18.3%
Net debt €48.4B FY2025

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

About the company

Erste Group Bank AG provides a range of banking and other financial services to retail, corporate, and public sector customers. It offers savings and current accounts, and term deposit products; consumer credit and mortgage lending; commercial real estate, investment loan, acquisition and leveraged finance, project finance, and product neutral financial advice; and factoring, accounts receivable purchasing, working capital finance, and structured trade finance, and ErsteConfirming, a supply chain finance solution. The company also provides interests and FX hedging, letters of credit, documentary collections, and guarantees; cash-management solutions, such as cash pooling, payment transactions, digital banking, payment factory, VIRTUAL.IBAN, and POS-terminals and e-commerce; equity interests and investments, revolving export credit lines, and customer financing. In addition, it offers loan syndication, debt capital market, and equity capital market services; custody and brokerage ser…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Erste Group reported revenue of €20.1B in FY2025 versus €9.2B in FY2021, a compound +21.5%/yr. Reported net income was €3.5B in FY2025, compounding +16.2%/yr from FY2021.

Revenue +21.5%/yr
FY21 €9.2B
FY22 €13.7B
FY23 €22.6B
FY24 €22.5B
FY25 €20.1B
Net income +16.2%/yr
FY21 €1.9B
FY22 €2.2B
FY23 €3.0B
FY24 €3.1B
FY25 €3.5B

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Frequently asked questions

Is Erste Group (EBO) undervalued?
As of Jun 26, 2026, our model estimates a fair value of €153.58 versus a price of €116.60 — about +32% (undervalued). Model-based estimate, not financial advice.
What is the fair value of EBO?
Our 21-model fair value for Erste Group is €153.58 (as of Jun 26, 2026), built from audited fundamentals. The current price is €116.60.
What is the quality score of EBO?
Erste Group has a Quality Score of 92/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Erste Group (EBO)?
Erste Group reported trailing-twelve-month revenue of about €12.0B (latest available figure, as of Jun 26, 2026).
What is the net profit margin of EBO?
The net profit margin of Erste Group is about 30.4%, meaning it keeps roughly 30.4% of revenue as net income. Based on the latest reported figures.
Does Erste Group pay a dividend?
Erste Group currently shows a dividend yield of about 0.74% relative to its recent price (as of Jun 26, 2026).

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.