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BMABanco Macro S.A.
$72.00$4.6B
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  1. Home
  2. Financial Ratios

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  3. BMA
  4. Financial Ratios

Banco Macro S.A. (BMA) Financial Ratios

Latest Ratios: P/E Ratio 20.7x · EV/EBITDA 7.2x · ROE 7.3%. (2004–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BMA Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$4.6B$5.8B$6.2B$1.8B$1.0B$896M$996M$2.3B$2.9B$7.8B$3.8B
Enterprise Value$3.3B$-2045620939392$-2304514053812$-1778055862690$-538552388854$-244440550974$-133261270959$-91517031000$-1742083596612$-621720897424$-808054371130
P/E Ratio →20.680.020.020.000.020.030.010.06—0.050.04
P/S Ratio1.960.000.000.000.000.000.000.010.000.010.03
P/B Ratio1.330.000.000.000.000.000.000.020.000.010.01
P/FCF4464.183.690.01—0.000.000.000.020.00——
P/OCF4102.133.390.01—0.000.000.000.010.00——

P/E links to full P/E history page with 30-year chart

BMA EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—-0.57-0.51-0.29-0.16-0.22-0.32-0.36-1.23-0.56-6.27
EV / EBITDA7.16-2.97-4.63-0.88-1.20-1.29-1.04-1.21-18.03—-49.13
EV / EBIT8.28-3.43-6.40-0.94-1.34-1.67—-1.32———
EV / FCF—-1307.69-2.90—-0.35-1.06-0.39-0.59-0.53——

BMA Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin82.4%82.4%97.6%98.4%98.6%98.6%94.0%96.5%195.1%143.0%262.8%
Operating Margin16.7%16.7%8.0%30.7%12.2%12.9%28.1%27.1%2.2%—7.8%
Net Profit Margin9.5%9.5%7.2%20.6%8.4%12.3%18.7%16.7%-2.3%15.0%80.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE7.3%7.3%7.7%42.0%26.8%39.9%41.2%4.0%-1.9%16.3%27.1%
ROA1.8%1.8%2.2%12.0%6.5%8.9%8.7%0.7%-0.4%3.1%4.3%
ROIC7.9%7.9%5.5%39.3%25.2%25.8%36.1%3.6%1.1%—1.4%
ROCE4.1%4.1%5.5%39.0%24.5%23.8%34.0%1.2%0.3%—0.7%

BMA Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.290.290.110.210.150.190.270.300.360.250.31
Debt / EBITDA2.232.230.930.460.530.480.480.577.37—14.25
Net Debt / Equity—-0.39-0.57-0.40-0.34-0.53-0.59-0.65-0.87-0.48-1.09
Net Debt / EBITDA-2.98-2.98-4.64-0.89-1.20-1.30-1.05-1.25-18.06—-49.36
Debt / FCF—-1311.38-2.91—-0.35-1.07-0.39-0.61-0.53——
Interest Coverage0.260.260.190.530.190.25-0.000.52-0.05-0.08-0.03

Net cash position: cash ($3.59T) exceeds total debt ($1.54T)

BMA Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio40.0940.090.510.570.390.400.350.46—0.260.33
Quick Ratio40.0940.090.510.570.390.400.350.46—0.260.33
Cash Ratio40.0940.090.330.360.190.290.270.38—0.240.32
Asset Turnover—0.150.310.420.500.580.350.420.120.180.03
Inventory Turnover———————————
Days Sales Outstanding———————————

BMA Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield4.5%100.0%100.0%0.0%100.0%—0.1%100.0%100.0%11.9%—
Payout Ratio93.4%93.4%143.5%0.0%21.5%—0.0%13.6%—0.6%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.8%5858.0%5261.1%78009.8%5152.9%3265.3%7721.9%1760.3%—2130.4%2707.1%
FCF Yield0.0%27.1%12834.6%—146344.5%25651.9%34260.6%6665.6%114861.3%——
Buyback Yield0.0%3.7%0.0%0.0%0.0%0.0%0.0%0.4%100.0%0.0%0.0%
Total Shareholder Yield4.5%100.0%100.0%0.0%100.0%0.0%0.1%100.0%100.0%11.9%0.0%
Shares Outstanding—$64M$64M$64M$64M$64M$64M$64M$65M$68M$59M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrained
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

NIM sustainability under policy shifts

P/B Reflects Discount to Rotating Earnings Power

BMA trades at a P/B of 1.43, a modest premium to its regional peers like BBAR at 1.30, suggesting the market is pricing in its defensive deposit franchise rather than its volatile return on tangible equity.

The bank's P/B valuation appears to embed expectations of a normalized ROTCE well below the 11.1% achieved in Q1 2024, but above the negative returns seen in mid-2024. This indicates investors view BMA as a structural play on Argentine banking but are discounting for the extreme earnings volatility driven by regulatory and macroeconomic shifts. The forward P/E of 0.01 is a clear distortion from hyperinflationary accounting and should be disregarded; the P/B metric remains the most relevant valuation anchor.

DuPont Analysis Reveals Leverage-Driven Returns

ROE recovered to 3.3% in Q2 2026, but this appears to be driven primarily by asset leverage (Equity/Assets of 0.24) rather than operational efficiency, as the net interest margin of 4.2% remains highly volatile.

Decomposing ROE shows that the bank's return is not generated from a high-return asset base but from applying thin equity against a massive, government-securities-heavy balance sheet. The negative fee income component (-6.6%) in the latest quarter further erodes the quality of earnings, indicating a complete reliance on spread income. This structure means ROE is acutely sensitive to NIM swings, as seen in the collapse to 0.0% in Q4 2025, making the current profitability level appear fragile and policy-dependent.

NIM Volatility Exposes Policy Dependency

NIM surged to 4.2% in Q2 2026 from 0.0% in Q4 2025, a pattern indicating that profitability is dictated by central bank rate decisions rather than consistent asset-liability management.

The bank's NIM is essentially a proxy for the real interest rate spread between sovereign paper yields and deposit costs, which can be unilaterally altered by the BCRA. The dramatic efficiency ratio improvement to 52.1% suggests strong operating leverage once NIM is positive, but this masks the fundamental vulnerability: in a low-rate environment, the high fixed-cost branch network becomes a significant drag. The efficiency gains are cyclical, not structural, and will reverse if the favorable rate environment does not persist.

Equity Ratio Compression Signals Growth Constraint

The equity-to-assets ratio has compressed to 0.24 from 0.34 in Q1 2024, indicating that rapid balance sheet expansion is outpacing organic capital generation, which may soon bind the bank's growth capacity.

This compression suggests the bank is using its capital less efficiently or is in a phase of rapid asset accumulation (likely securities) that has not yet been matched by earnings retention. While the absolute level may still be above regulatory minimums, the downward trend is a key metric to monitor, as it directly impacts the bank's ability to absorb losses and return capital. The historical high liquidity and low debt-to-equity ratio of 0.29% indicate management's conservative stance, but the current trajectory warrants scrutiny regarding future capital buffers.

Provision Coverage Assumes Benign Credit Cycle

Loan loss provisions fell to $163.1B in Q2 2026 from $238.8B in Q1, a trend that appears favorable but may be insufficient if consumer credit quality deteriorates in Argentina's interior provinces.

The reduction in provisions coincides with a return to profitability, but it also occurs against a backdrop of sustained hyperinflation exceeding 200% annually. In this environment, the real value of reserves is constantly eroding, and the reported provision levels may not adequately reflect true credit risk. Investors should monitor the NPL ratio (data unavailable in the provided metrics) and the coverage ratio relative to the quality of the consumer loan book, which is exposed to the volatile economic conditions in the provinces where BMA is dominant.

P/E Misleads on Earnings Quality

The P/E multiple is the most misapplied ratio to Banco Macro, as hyperinflationary accounting and volatile non-operating items like RECPAM create extreme swings in net income that obscure the bank's core earnings power.

For a bank like BMA, P/E is distorted by IAS 29 adjustments, which can produce massive nominal gains or losses on the net monetary position that have little to do with banking operations. The reported negative P/E for some peers in the table (like SUPV at -19.65) illustrates this sector-wide issue. The appropriate alternative is to focus on the P/B ratio in conjunction with a normalized ROTCE, which better isolates the return generated on the tangible equity base and provides a more stable framework for valuation than the highly volatile net income figure.

Download Financial Ratios Data

Includes 30+ ratios · 22 years · Updated daily

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BMA — Frequently Asked Questions

Quick answers to the most common questions about buying BMA stock.

What is Banco Macro S.A.'s P/E ratio?

Banco Macro S.A.'s current P/E ratio is 20.7x. The historical average is 0.3x. This places it at the 100th percentile of its historical range.

What is Banco Macro S.A.'s EV/EBITDA?

Banco Macro S.A.'s current EV/EBITDA is 7.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 0.8x.

What is Banco Macro S.A.'s ROE?

Banco Macro S.A.'s return on equity (ROE) is 7.3%. The historical average is 28.2%.

Is BMA stock overvalued?

Based on historical data, Banco Macro S.A. is trading at a P/E of 20.7x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Banco Macro S.A.'s dividend yield?

Banco Macro S.A.'s current dividend yield is 4.51% with a payout ratio of 93.4%.

What are Banco Macro S.A.'s profit margins?

Banco Macro S.A. has 82.4% gross margin and 16.7% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Banco Macro S.A. have?

Banco Macro S.A.'s Debt/EBITDA ratio is 2.2x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.