BG Stock Analysis: BAWAG | VI

Banks - Regional | VI, Austria | Market Cap: 13.402m EUR | 12M Return: 63.7% | Charts, Fundamentals & Technical Analysis

Savings, Payments, Lending, Mortgages
Total Rating 41
Safety 24
Buy Signal 0.29
Banks - Regional
Industry Rotation: -5.9
Market Cap: 15.3B
Avg Turnover: 20.6M
Risk 3d forecast
Volatility23.0%
VaR 5th Pctl4.14%
VaR vs Median9.39%
Reward TTM
Sharpe Ratio1.80
Rel. Str. IBD88.1
Rel. Str. Peer Group91.3
Character TTM
Beta0.552
Beta Downside-0.061
Hurst Exponent0.552
Drawdowns 3y
Max DD19.89%
CAGR/Max DD3.48
CAGR/Mean DD25.39
EPS (Earnings per Share) EPS (Earnings per Share) of BG over the last years for every Quarter: "2021-06": 1.34, "2021-09": 1.38, "2021-12": 1.84, "2022-03": 1.24, "2022-06": 1.5, "2022-09": 1.49, "2022-12": 1.51, "2023-03": 1.69, "2023-06": 2.19, "2023-09": 2.25, "2023-12": 2.15, "2024-03": 2.11, "2024-06": 2.22, "2024-09": 2.25, "2024-12": 3.03, "2025-03": 2.54, "2025-06": 2.65, "2025-09": 2.77, "2025-12": 2.91, "2026-03": 3, "2026-06": 3.28,
EPS CAGR: 16.71%
EPS Trend: 98.6%
Last SUE: 1.07
Qual. Beats: 1
Revenue Revenue of BG over the last years for every Quarter: 2021-06: 799, 2021-09: 285.4, 2021-12: 928.3, 2022-03: 305.2, 2022-06: 899, 2022-09: 46.8, 2022-12: 255.6, 2023-03: 346.2, 2023-06: 326.9, 2023-09: 367.8, 2023-12: 323.7, 2024-03: 353.8, 2024-06: 356.8, 2024-09: null, 2024-12: 1664.4, 2025-03: null, 2025-06: null, 2025-09: null, 2025-12: 2353.9, 2026-03: null, 2026-06: null,
Rev. CAGR: 29.64%
Rev. Trend: 98.2%
Last SUE: 0.82
Qual. Beats: 0

Warnings

Below Avwap Earnings

Tailwinds

Rs Leader
Idiosyncratic Leader

Seasonality 8.7 years of data

Jan +0.3% 2
Feb +2.8% 28
Mar -4.6% 20
Apr +4.2% 61
May +1.4% 2
Jun -2.6% 16
Jul +2.5% 13
Aug -1.7% 40
Sep -2.5% 30
Oct -0.4% 2
Nov +1.3% 31
Dec +0.6% 17

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BG BAWAG

BAWAG Group AG is an Austrian-listed holding company headquartered in Vienna, primarily serving retail, small business, corporate, real estate, and public sector customers across Austria, Western Europe (including Germany, Ireland, Switzerland, and the Netherlands), and North America. The group operates through three core segments: Retail & SME, Corporates, Real Estate & Public Sector, and Treasury.

The Retail & SME segment delivers savings, payments, cards, lending, investment, and insurance products, along with factoring, leasing, and social housing activities, and funds itself partly through covered bonds tied to retail assets and Wohnbaubank bonds. The Corporates, Real Estate & Public Sector segment focuses on corporate, mid-cap, and public lending, as well as international real estate financing, with funding supported by covered bonds backed by corporate or public sector assets. The Treasury segment handles group asset-liability management, trading, and secured/unsecured funding.

As a large-cap stock in the Financials sector (Regional Banks), BAWAG follows a diversified retail and commercial banking model that is typical of European universal banks. Covered bond issuance, particularly through Wohnbaubank structures, is a well-established refinancing tool in the Austrian banking market and helps anchor the groups long-term funding base.

Headlines to Watch Out For
  • ECB rate cuts pressure net interest margin
  • International real estate lending drives Corporates segment growth
  • Acquisitions and buybacks accelerate capital returns
Piotroski VR-10 (Strict) 2.0
Net Income: 680.4m TTM > 0 and > 6% of Revenue
FCF/TA: -0.05 > 0.02 and ΔFCF/TA -6.34 > 1.0
NWC/Revenue: error (cannot be calculated; needs Current Assets/Liabilities and Revenue current+prev)
CFO/TA -0.05 > 3% & CFO -3.28b > Net Income 680.4m
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: error (cannot be calculated; needs correct Total Current Assets and Liabilities)
Outstanding Shares: last quarter (77.0m) vs 12m ago -2.49% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 1.95% > 50% (prev 1.37%; Δ 0.58% > 0%)
Interest Coverage Ratio: 0.83 > 6 (EBIT TTM 1.27b / Interest Expense TTM 1.52b)
What is the price of BG shares?

As of July 28, 2026, the stock is trading at EUR 171.00 with a total of 219,028 shares traded. Over the past week, the price has changed by -2.01%, over one month by -0.58%, over three months by +17.53% and over the past year by +63.71%.

Current recommended Stop Loss: 165.70 (which is 3.1% or 1.4 ATR below the current price).

Is BG a buy, sell or hold?

BAWAG has no consensus analysts rating.

BAWAG (BG) - Fundamental Data Overview as of 24 July 2026
Market Cap USD = 15.3b (13.4b EUR * 1.141 EUR.USD)
P/E Trailing = 16.9358
P/E Forward = 10.8814
P/S = 6.5088
P/B = 2.7935
Revenue TTM = 1.40b EUR
EBIT TTM = 1.27b EUR
EBITDA TTM = 1.53b EUR
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 13.4b EUR (floored to Market Cap, CCE > MCap+Debt)
Interest Coverage Ratio = 0.83 (Ebit TTM 1.27b / Interest Expense TTM 1.52b)
EV/FCF = -3.97x (Enterprise Value 13.4b / FCF TTM -3.37b)
FCF Yield = -25.16% (FCF TTM -3.37b / Enterprise Value 13.4b)
 FCF Margin = -240.5% (FCF TTM -3.37b / Revenue TTM 1.40b)
 Net Margin = 48.53% (Net Income TTM 680.4m / Revenue TTM 1.40b)
 Gross Margin = unknown ((Revenue TTM 1.40b - Cost of Revenue TTM -3.07b) / Revenue TTM)
 Tobins Q-Ratio = 0.19 (Enterprise Value 13.4b / Total Assets 72.3b)
 Interest Expense / Debt = unknown (Interest Expense 1.52b / Debt none)
 Taxrate = 24.68% (230.8m / 935.2m)
NOPAT = 957.9m (EBIT 1.27b * (1 - 24.68%))
 Current Ratio = unknown (Total Current Assets 14.1b / Total Current Liabilities none)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA 1.53b)
 Debt / FCF = unknown (Net Debt none / FCF TTM -3.37b)
 Total Stockholder Equity = 4.60b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.95% (Net Income 680.4m / Total Assets 72.3b)
RoE = 14.80% (Net Income TTM 680.4m / Total Stockholder Equity 4.60b)
 RoCE = unknown (EBIT 1.27b / Capital Employed )
 RoIC = unknown (NOPAT 957.9m, Invested Capital 0.0, EBIT 1.27b)
 WACC = 7.92% (E(13.4b)/V(13.4b) * Re(7.92%) + (debt-free company))
Discount Rate = 7.92% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -94.90 | Cagr: -5.51%
 [DCF] Fair Price = unknown (Cash Flow -3.37b)
 EPS Correlation: 98.57 | EPS CAGR: 16.71% | SUE: 1.07 | # QB: 1
Revenue Correlation: 98.18 | Revenue CAGR: 29.64% | SUE: 0.82 | # QB: 0
EPS current Quarter (2026-09-30): EPS=3.17 | Chg30d=-0.84% | Revisions=-40% | Analysts=2
EPS current Year (2026-12-31): EPS=12.35 | Chg30d=+0.12% | Revisions=-57% | GrowthEPS=+13.6% | GrowthRev=+6.5%
EPS next Year (2027-12-31): EPS=14.63 | Chg30d=+1.43% | Revisions=+0% | GrowthEPS=+18.5% | GrowthRev=+6.0%
[Analyst] Revisions Ratio: -55% (up=1, down=7)