Added to YB: 2022-10-21
Pitch date: 2022-10-21
AVAL [bullish]
Grupo Aval Acciones y Valores S.A.
Author Info
No bio for this author
Company Info
Grupo Aval Acciones y Valores S.A. provides a range of financial services and products in Colombia and Central America.
Market Cap
COP 19.8T
Pitch Price
N/A
Price Target
N/A
Dividend
3.85%
EV/EBITDA
N/A
P/E
11.37
EV/Sales
N/A
Sector
Banks
Category
value
Aval (NYSE:AVAL)
AVAL: Colombian bank holding co (4 banks + non-bank assets), 80%+ owned by billionaire Sarmiento. Trades <3x fwd P/E vs Bancolombia 4x, lower P/B despite historically premium multiple. Risks: Petro govt grudge targeting Aval specifically, low float, reputation (Odebrecht). If Petro exits 2026 & oil ~$90, ~$1.25 EPS 5yrs out → $11-14 target, ~5-bagger + double-digit div. Author prefers 50/50 w/ CIB.
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