Added to YB: 2025-07-29
Pitch date: 2025-07-25
BBAR [bullish]
Banco BBVA Argentina S.A.
+4%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Banco BBVA Argentina S.A. provides banking products and services in Argentina. The company offers retail banking products and services, such as checking and savings accounts, time deposits, credit card financing, consumer and pledge loans, mortgages, insurance, and investment products to individuals; and financing products, factoring, checking accounts, time deposits, transactional and payroll services, insurance, and investment products to private-sector companies and small and medium-sized enterprises.
Market Cap
ARS 4.3T
Pitch Price
ARS 6.7K
Price Target
22.00 (-100%)
Dividend
N/A
EV/EBITDA
N/A
P/E
17.32
EV/Sales
N/A
Sector
Banks
Category
value
$BBAR: Hidden Value in Argentina’s Banking Sector
BBAR: Sustainable 17% ROE vs 24% COE supports 2.0x P/B target ($18-22/ADR). 63% non-interest deposits = low-cost funding; 63% digital transactions drive cost efficiency; 1.8% NPLs with 140% coverage. NIM resilient in rate cuts; only 40bp contraction per 100bp policy cut. 40-60% upside in 12mo.
Read full article (4 min)