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Zions Bancorporation, National Association (Z1IO34) Fair Value & Analysis

Financial Services · BR · Market cap R$51.9B

ZB Zions Bancorporation, National Association Z1IO34 · SA
PriceR$348.12
Fair ValueR$122.24
Upside-64.9%
Quality64/100
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Healthy Growth
Highly profitable · 28.4% net margin
Low debt · generates free cash flow
0.50% dividend yield
Mixed vs. peers (7/14)
Wide moat 69/100
Evidence: High Range R$91.68 – R$152.80 Share as image

Fair value as of: Jul 16, 2026

From 18 valuation models · updated 22 days ago

Share price +13.2% over the past month.

A solid business, but screening 65% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (R$152.80). The favourable scenario is already priced in.
  • Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

R$360.78 R$90.34 Fair Value R$122.24 Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range R$90.34 – R$360.78 · fair‑value band R$91.68 – R$152.80 · the R$348.12 price screens above the R$122.24 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Zions Bancorporation, National Association (Z1IO34) currently trades at R$348.12, while our model-based Fair Value estimate is R$122.24, implying the stock looks roughly 64.9% overvalued today. We read business quality at 64/100 (solid 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, Zions Bancorporation, National Association generated revenue of R$3.4B at a net margin of 28.4%. Revenue grew 10.2% year over year. It earns a return on equity of 14.1%. Net debt stands at R$583M. Fundamentals as of Jul 16, 2026

Our scenario range runs from R$91.68 (bear case) to R$152.80 (bull case); at R$348.12, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 41% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at -65%, Z1IO34 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF R$79.16 R$104.77 R$140.42 80
Residual Income R$45.83 R$55.27 R$116.98 76
Rev-Margin DCF R$58.12 R$78.63 R$100.86 74
All 18 models by family
DCF Models
FCF DCF R$76.87 R$103.81 R$142.96 38
Owner Earnings R$72.77 R$98.07 R$134.84 31
5Y Revenue Exit R$58.12 R$77.50 R$101.32 39
5Y P/E Exit R$84.75 R$123.89 R$163.14 38
10Y Revenue Exit R$63.51 R$81.85 R$103.16 36
10Y P/E Exit R$81.15 R$112.87 R$147.01 35
Earnings-Based
Graham-Dodd R$41.56 R$84.62 R$106.61 54
Dividend Discount
Gordon GGM R$16.67 R$24.34 R$32.33 70
DDM Multi-Stage R$16.67 R$23.58 R$31.56 61
Multiples
P/E Multiple R$91.68 R$122.24 R$152.80 63
P/S Multiple R$43.15 R$57.53 R$71.92 58
P/B Multiple R$77.93 R$103.90 R$129.88 55
EV/Revenue R$49.91 R$67.17 R$84.43 43
Asset-Based
NCAV (Graham) R$24.41 R$32.70 R$48.81 50
Growth DCF
Growth DCF R$79.16 R$104.77 R$140.42 80
Rev-Margin DCF R$58.12 R$78.63 R$100.86 74
Economic Profit
Residual Income R$45.83 R$55.27 R$116.98 76
Growth Earnings
Growth-Adj P/E R$66.92 R$95.60 R$124.28 68

Widest divergence: DCF Models (R$98.07) versus Dividend Discount (R$23.58). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) R$3.4B
Revenue growth (YoY) +10.2%
Net margin 28.4%
Return on equity 14.1%
Free cash flow R$952M FY2025
P/E ratio 10.6
More key figures
Operating margin 36.1%
EPS (TTM) R$33.36
Dividend yield 0.5%
EPS growth (YoY) +37.9%
Net debt R$583M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 55 · Market factors (momentum, volatility) 64

Profitability 44
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 11
Balance sheet, leverage, solvency risk
Investment 74
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 51
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 84
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Zions Bancorporation, National Association provides various banking products and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.

Full company description

Zions Bancorporation, National Association provides various banking products and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company operates through Zions Bank, California Bank & Trust, Amegy Bank, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and The Commerce Bank of Washington segments. It offers commercial and small business banking services to small- and medium-sized businesses, such as commercial, industrial, and owner-occupied lending and leasing; municipal and public finance services; depository account and cash management services; commercial and small business cards; merchant processing services; corporate trust services; and correspondent banking and international lending services. The company also provides capital markets and investment banking services, including loan syndications, foreign exchange services, interest rate derivatives, fixed income securities underwriting, mergers and acquisitions advisory services, advisory and capital raising, commercial mortgage-backed security conduit lending, and power and project financing; and commercial real estate lending services consisting of term and construction/land development financing for commercial and residential purposes. In addition, it offers retail banking services comprising residential mortgages lending, home equity lines of credit, personal lines of credit, installment consumer loans, depository account services, consumer cards, and personal trust services; and wealth management services consisting of investment management, fiduciary and estate, and advanced business succession and estate planning services. The company was formerly known as ZB, National Association and changed its name to Zions Bancorporation, National Association in September 2018. Zions Bancorporation, National Association was founded in 1873 and is headquartered in Salt Lake City, Utah.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Zions Bancorporation, National Association reported revenue of R$3.4B in FY2025 versus R$3.2B in FY2022, a compound +2.4%/yr. Reported net income was R$899M in FY2025, compounding −0.3%/yr from FY2022.

Growth Quality 73/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
R$3.4B
Latest YoY
+8.1%
Avg. growth/yr (3Y)
+2.4%
Revenue +2.4%/yr
FY22 R$3.2B
FY23 R$3.1B
FY24 R$3.1B
FY25 R$3.4B
Net income −0.3%/yr
FY22 R$907M
FY23 R$680M
FY24 R$784M
FY25 R$899M

Z1IO34 screens 65% overvalued. Compare with PT Bank Central Asia Tbk →

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Cite: Fair Value Calculator (2026). "Zions Bancorporation, National Association Fair Value". https://www.fairvalue-calculator.com/stock/Z1IO34

Peer Group

Banks - Regional · 1082 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 62 · Above median
Fair Value upside −65% · Bottom 25%
Return on equity (TTM) 14% · Top 25%
Return on assets 1% · Above median
Net margin (TTM) 28% · Below median
Operating margin (TTM) 36% · Below median
Revenue growth 10% · Above median
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.20× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 10.6× · Cheaper than median
P/B 1.42× · Pricier than 75% of peers
P/S (TTM) 3.00× · Cheaper than median
P/FCF 10.7× · Pricier than median
PEG 4.67× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 39
FUTURE 51 · sector 44
PAST 56 · sector 41
HEALTH 90 · sector 85
DIVIDEND 10 · sector 49

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Zions Bancorporation, National Association (Z1IO34) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of R$122.24 versus a price of R$348.12, about −65% (overvalued).
What is the fair value of Z1IO34?
Our model-based fair value for Zions Bancorporation, National Association is R$122.24 (as of Jul 16, 2026), built from audited fundamentals. The current price is R$348.12.
What is the quality score of Z1IO34?
Zions Bancorporation, National Association has a Quality Score of 64/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Zions Bancorporation, National Association (Z1IO34)?
Zions Bancorporation, National Association reported trailing-twelve-month revenue of about R$3.4B (latest available figure, as of Jul 16, 2026).
What is the net profit margin of Z1IO34?
The net profit margin of Zions Bancorporation, National Association is about 28.4%, meaning it keeps roughly 28.4% of revenue as net income. Based on the latest reported figures.
Does Zions Bancorporation, National Association pay a dividend?
Zions Bancorporation, National Association currently shows a dividend yield of about 0.58% relative to its recent price (as of Jul 16, 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.

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