Seeking Alpha·Aug 8, 2026
Banco Bradesco S.A. (BBD) Q2 2026 Press Conference Call TranscriptBanco Bradesco S.A. (BBD) Q2 2026 Press Conference Call Transcript
Banco Bradesco's investment case is characterized by a persistent disconnect between balance sheet expansion and franchise profitability, with total assets growing 25% since 2024Q1 while net interest margins remain compressed between 0.7% and 1.1%, well below ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth is undermined by structurally thin net interest margins of just 0.8% in 2026Q2 and erratic non-interest income, with provisions consuming a significant portion of top-line earnings.
Banco Bradesco is projected to grow earnings by 16.22% next year, rising from $0.37 to $0.43 per share. In 2025, revenue increased 13.16% YoY while earnings jumped 37.21%, and recurring net income in Q4 2025 grew 26.1% YoY.
The stock trades at a P/E of 9.1x versus a peer average of 15.5x and a market average of 43.66x. Its PEG ratio is 0.48 and P/B is 1.33, with analysts suggesting a 25% upside if the P/B expands to 1.5x.
BBD is trading more than 20% below its future cash flow value, indicating a significant discount to intrinsic value.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.13+0.0% vs $0.13 | $7.4B+2.0% vs $7.2B |
Q2 2026 May 6, 2026 | $0.12+0.0% vs $0.12 | $7.5B+6.2% vs $7.1B |
Q1 2026 Feb 6, 2026 | $0.11+0.0% vs $0.11 | $6.9B+5.1% vs $6.6B |
Q1 2026 Feb 5, 2026 | $0.11+0.0% vs $0.11 | $6.9B+5.1% vs $6.6B |
Banco Bradesco S.A. (BBD) Q2 2026 Press Conference Call Transcript
Banco Bradesco NYSE: BBD reported second-quarter 2026 net income of BRL 7.1 billion, up 16.2% from a year earlier and 3.5% from the prior quarter, as the Brazilian lender cited expansion in secured lending, improved commercial traction and resilient insurance results. Return on average equity reached 16.2%, which management said was ahead of market expectations.
Arrowstreet Capital Limited Partnership lessened its holdings in Banco Bradesco SA (NYSE: BBD) by 3.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 79,507,406 shares of the bank's stock after selling 2,655,854 shares during the period. Arrowstreet Capital Limited
Banco Bradesco (NYSE: BBD - Get Free Report) and Agri Bank China (OTCMKTS:ACGBY - Get Free Report) are both large-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, valuation, analyst recommendations, earnings, dividends and profitability. Volatility and Risk Banco Bradesco has
Benchmark BBD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Banco Bradesco S.A. (BBD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.57 | $37.76B | 8.33 | 44.49% | 15.25% | 13.34% | 6.14% | |
| $8.43 | $92.91B | 10.96 | 4.21% | 12.29% | 21.05% | — | |
| $5.84 | $43.73B | 18.30 | -3.79% | 21.61% | 11.41% | — | |
| $3.01 | $46.95B | 15.53 | -1.35% | 18.41% | 17.99% | — | |
| $5.02 | $9.92B | 37.16 | 4.23% | 3.22% | 4.16% | — | |
| $1.18 | $1.56B | -4.07 | 0.53% | -5.84% | -21.1% | — |
Banco Bradesco S.A. (BBD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Banco Bradesco S.A. (BBD) stock FAQ — growth, dividends, profitability & financials explained
Banco Bradesco S.A. (BBD) grew revenue by 44.5% over the past year. This is strong growth.
Yes, Banco Bradesco S.A. (BBD) is profitable, generating $23.85B in net income for fiscal year 2025 (15.2% net margin).
Yes, Banco Bradesco S.A. (BBD) pays a dividend with a yield of 6.14%. This makes it attractive for income-focused investors.
Banco Bradesco S.A. (BBD) has a return on equity (ROE) of 13.3%. This is reasonable for most industries.
Banco Bradesco S.A. (BBD) has a net interest margin (NIM) of 3.1%. This indicates healthy earnings from lending activities.
Banco Bradesco S.A. (BBD) has an efficiency ratio of 80.3%. This is higher than peers, suggesting room for cost optimization.
