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SANBanco Santander, S.A.
$14.20$208.4B
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  4. Financial Ratios

Banco Santander, S.A. (SAN) Financial Ratios

Latest Ratios: P/E Ratio 14.3x · EV/EBITDA 22.9x · ROE 12.8%. (1991–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

SAN 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$208.4B$186.8B$71.0B$67.3B$49.9B$57.0B$52.8B$67.9B$72.5B$101.1B$76.1B
Enterprise Value$569.7B$504.2B$336.5B$131.3B$216.6B$156.6B$202.0B$315.1B$205.4B$208.0B$228.5B
P/E Ratio →14.3413.485.926.375.467.48—11.349.9816.0812.72
P/S Ratio3.023.091.111.120.921.181.131.331.462.041.67
P/B Ratio1.761.660.660.650.510.590.580.610.680.950.74
P/FCF————2.961.260.92——3.245.64
P/OCF———13.411.801.010.8020.0321.222.513.49

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

SAN 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—8.335.272.194.003.234.326.174.144.195.00
EV / EBITDA22.8923.0615.076.6911.889.05275.1520.2712.3614.1717.40
EV / EBIT26.7926.9917.687.9814.2010.76—25.1214.4717.2021.22
EV / FCF————12.843.463.50——6.6716.95

SAN 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 Margin40.0%40.0%39.4%38.5%49.8%66.7%56.8%57.5%58.4%56.6%51.8%
Operating Margin15.6%15.6%14.6%13.5%17.5%23.7%-3.4%17.3%20.4%16.9%15.4%
Net Profit Margin11.8%11.8%9.7%9.1%11.0%13.2%-14.5%9.0%11.2%9.3%8.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE12.8%12.8%11.9%11.0%9.9%8.6%-8.7%6.0%7.3%6.3%6.2%
ROA0.8%0.8%0.7%0.6%0.6%0.5%-0.6%0.4%0.5%0.5%0.5%
ROIC2.3%2.3%2.8%2.6%2.4%2.6%-0.3%2.2%3.1%2.8%2.5%
ROCE1.6%1.6%1.1%1.5%2.8%2.7%-0.4%1.4%1.0%0.9%0.8%

SAN Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity4.404.404.502.984.363.453.533.392.302.042.23
Debt / EBITDA22.7222.7221.6615.8323.3519.33438.9324.1714.8314.8417.43
Net Debt / Equity—2.812.470.611.711.031.632.231.241.001.48
Net Debt / EBITDA14.5214.5211.893.269.145.76203.2015.908.007.2811.61
Debt / FCF————9.892.202.59——3.4311.30
Interest Coverage0.310.310.290.270.461.11-0.150.580.710.560.45

SAN Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.250.2521.495.890.280.260.280.340.937.225.44
Quick Ratio0.250.2521.495.890.280.260.280.340.937.225.44
Cash Ratio0.140.1418.593.490.210.230.170.130.937.225.44
Asset Turnover—0.060.070.070.050.040.040.050.050.050.05
Inventory Turnover———————————
Days Sales Outstanding———————————

SAN 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 Yield1.7%1.8%4.3%3.4%3.7%2.3%—5.6%4.3%2.6%3.0%
Payout Ratio23.7%23.7%24.0%20.4%19.2%16.2%—57.9%39.9%40.3%37.2%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield7.0%7.4%16.9%15.7%18.3%13.4%—8.8%10.0%6.2%7.9%
FCF Yield————33.8%79.5%109.1%——30.9%17.7%
Buyback Yield2.2%2.2%6.7%4.6%4.1%2.9%1.4%1.4%1.4%1.3%1.8%
Total Shareholder Yield3.9%4.0%11.0%8.0%7.8%5.2%1.4%6.9%5.7%3.9%4.8%
Shares Outstanding—$15.9B$15.6B$16.2B$16.9B$17.3B$17.3B$17.1B$16.9B$16.1B$15.3B

Key Metrics

Growth RegimeDecelerating
ProfitabilityStable
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Emerging market FX exposure

Complexity Discount Persists

Santander trades at 1.73x book versus BBVA's 2.35x, according to recent market data, implying the market applies a discount for its multi-country structure despite comparable returns.

The P/B multiple of 1.73x sits below the peer average of roughly 1.6x for European banks, but notably below BBVA's 2.35x, suggesting investors are not fully crediting Santander's diversified earnings stream. At 14.05x trailing earnings, the market prices in modest growth, yet the sum-of-the-parts value of its Brazilian and consumer finance units may exceed the consolidated valuation. This gap likely reflects persistent concerns about capital mobility across ring-fenced subsidiaries and emerging market currency volatility.

ROE Stagnant Despite EPS Jump

ROE improved to 4.8% in 2026Q1 from 3.6% in 2025Q4, as per financial statements, but remains far below peers like BBVA's 17.6%, indicating structural profitability challenges.

The DuPont decomposition shows ROE is constrained by a thin net interest margin of 0.6% and low asset utilization, with equity-to-assets at just 6%. The 2026Q1 EPS surge appears driven by non-operating gains rather than core earnings, as operating income of $5.0B trails net income of $5.5B. Without a sustained improvement in NIM or a reduction in the cost base, ROE is unlikely to approach the double-digit levels of more focused peers.

NIM Stuck at Structural Ceiling

Net interest margin has held at 0.6% for five consecutive quarters, according to reported figures, while the efficiency ratio swung from 46.0% to 24.4% in 2026Q1, suggesting revenue timing distortions.

The flat NIM indicates that asset yield gains from higher rates are being fully offset by rising deposit costs across Santander's markets, particularly in Brazil and the UK. The dramatic efficiency ratio improvement is likely a one-off, as prior quarters hovered near 46-51%, pointing to persistent cost friction. Investors should monitor whether digital migration can deliver structural cost savings, but the current data suggests limited operating leverage.

Leverage Constrains Capital Flexibility

Equity-to-assets remains at 6% with a debt-to-equity ratio of 4.40, as per the latest balance sheet, indicating elevated leverage that may limit capital return capacity.

The 4.40 debt-to-equity ratio is higher than most European peers, reflecting Santander's reliance on wholesale funding and its emerging market subsidiaries. While CET1 ratios are not disclosed in this data, the thin equity buffer suggests limited headroom for aggressive buybacks without depleting capital. The $3.0B buyback in 2026Q1, despite negative operating cash flow, raises questions about the sustainability of shareholder returns.

Provisions Persist at Elevated Levels

Loan loss provisions have exceeded $3.0B for six consecutive quarters, based on earnings data, signaling sustained credit stress in consumer and emerging market portfolios.

The persistent provisioning suggests that asset quality deterioration is not a cyclical blip but a structural feature of Santander's higher-risk segments, particularly in Brazil and the UK consumer finance book. With NIM stagnant, these credit costs directly pressure profitability, and the lack of improvement in provision levels warrants close monitoring. If economic conditions in key markets worsen, reserve adequacy could become a constraint on earnings.

P/E Misleads on Earnings Quality

Santander's trailing P/E of 14.05x appears reasonable, but reported figures show net income exceeding operating income, suggesting non-operating gains inflate earnings and distort the multiple.

The P/E ratio is commonly used for banks, but for Santander it obscures the volatility of provisions and one-off gains. In 2026Q1, net income of $5.5B surpassed operating income of $5.0B, implying that the P/E understates the true cost of doing business. A more reliable metric is P/TBV, which at 7.44x (based on tangible book value per share of $6.28) reflects the market's skepticism about earnings sustainability. Investors should adjust for non-operating items and focus on pre-provision operating profit to gauge core profitability.

Download Financial Ratios Data

Includes 30+ ratios · 28 years · Updated daily

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SAN — Frequently Asked Questions

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

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

Banco Santander, S.A.'s current P/E ratio is 14.3x. The historical average is 17.8x. This places it at the 59th percentile of its historical range.

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

Banco Santander, S.A.'s current EV/EBITDA is 22.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 21.5x.

What is Banco Santander, S.A.'s ROE?

Banco Santander, S.A.'s return on equity (ROE) is 12.8%. The historical average is 10.5%.

Is SAN stock overvalued?

Based on historical data, Banco Santander, S.A. is trading at a P/E of 14.3x. This is at the 59th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Banco Santander, S.A.'s dividend yield?

Banco Santander, S.A.'s current dividend yield is 1.68% with a payout ratio of 23.7%.

What are Banco Santander, S.A.'s profit margins?

Banco Santander, S.A. has 40.0% gross margin and 15.6% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Banco Santander, S.A. have?

Banco Santander, S.A.'s Debt/EBITDA ratio is 22.7x, indicating high leverage. A ratio above 4x may signal elevated financial risk.