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CIMB Group Holdings Bhd (1023) Fair Value & Analysis

Financial Services · MY · Market cap 82.6B MYR (≈ $20.4B) · ISIN MYL1023OO000

What is CIMB Group Holdings Bhd really worth?

CG CIMB Group Holdings Bhd 1023 · KLSE
Price8.00 MYR
Fair Value8.76 MYR
Upside+9.5%
Quality54/100

A solid business, currently priced close to our fair value of 8.76 MYR.

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Strengths

Highly profitable · 36.9% net margin
Moderate debt · generates free cash flow
Ranks above peers (12/15)
Wide moat 68/100

Risks

!Mixed Growth (revenue 5y +17.2 %/yr)

For context

·5.01% dividend yield
Evidence: High Range 6.57 MYR – 10.96 MYR

Fair value as of: Sep 5, 2026

From 6 valuation models · updated today

Share price −0.1% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

8.72 MYR 3.16 MYR Fair Value 8.76 MYR Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.

How to read this chart

60‑month range 3.16 MYR – 8.72 MYR · fair‑value band 6.57 MYR – 10.96 MYR · the 8.00 MYR price screens below the 8.76 MYR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.

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Analysis

CIMB Group Holdings Bhd (1023) currently trades at 8.00 MYR, while our model-based Fair Value estimate is 8.76 MYR, implying the stock looks roughly 8.7% fairly valued today. The Quality Score stands at 54/100 (solid quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of 9.11 MYR per share, and 3 of the 6 models we run sit above the 8.00 MYR price. Bear case: the Asset-Based group reads lowest at 4.36 MYR, and 3 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, CIMB Group Holdings Bhd generated revenue of 21.2B MYR at a net margin of 36.9%. Revenue declined 2.6% year over year. It earns a return on equity of 11.3%. Net debt stands at 99.4B MYR. Fundamentals as of Sep 5, 2026

Our scenario range runs from 6.57 MYR (bear case) to 10.96 MYR (bull case); at 8.00 MYR, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 8% below its 52-week high and 32% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at 10%, 1023 screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 0.2159 MYR per share, which is 2.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income best evidence 5.93 MYR 6.74 MYR 10.78 MYR 75
Gordon GGM 4.27 MYR 8.88 MYR 14.09 MYR 66
DDM Multi-Stage 4.27 MYR 7.39 MYR 9.32 MYR 66
All 6 models by family
Dividend Discount
Gordon GGM 4.27 MYR 8.88 MYR 14.09 MYR 66
DDM Multi-Stage 4.27 MYR 7.39 MYR 9.32 MYR 66
Multiples
P/E Multiple 7.09 MYR 9.45 MYR 11.82 MYR 63
P/B Multiple 6.84 MYR 9.11 MYR 11.39 MYR 55
Asset-Based
NCAV (Graham) 3.25 MYR 4.36 MYR 6.51 MYR 54
Economic Profit
Residual Income best evidence 5.93 MYR 6.74 MYR 10.78 MYR 75

Widest divergence: Multiples (9.11 MYR) versus Asset-Based (4.36 MYR). Highest evidence: Residual Income (75).

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Key figures & financial health

P/E ratio 11.1
P/S ratio 2.40 P/E × margin
EPS (TTM) 0.7200 MYR price ÷ EPS = P/E 11.1
Dividend yield 5.0% payout 55.7%
Net margin 21.6% FY2025
Return on equity 11.3% TTM
More key figures
Profitability
Return on assets (EBIT) 1.2% avg 5y
Operating margin 49.4% TTM
Growth
Revenue (TTM) 21.2B MYR TTM
Revenue growth (YoY) −2.6% 3y avg +10.6%
EPS growth (YoY) −3.2%
Balance sheet & cash flow
Free cash flow 6.0B MYR FY2025
Net debt 99.4B MYR FY2025 · ≈ 16.7 yrs of FCF

Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 49 · Market factors (momentum, volatility) 67

Profitability 33
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 16
Balance sheet, leverage, solvency risk
Investment 85
Disciplined investing over empire-building
Low Volatility 95
Calm price path (market factor)
Momentum 52
Price trend over the last 3–12 months (market factor)
52W Momentum 61
Distance to the 52-week high (market factor)
Net Issuance 74
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

CIMB Group Holdings Berhad provides various banking products and services in Malaysia and internationally. The Consumer Banking segment offers conventional and Islamic financial products and services, such as residential and non-residential property loans, secured personal loans, motor vehicle financing, credit cards, unsecured personal financing, wealth …

Full company description

CIMB Group Holdings Berhad provides various banking products and services in Malaysia and internationally. The Consumer Banking segment offers conventional and Islamic financial products and services, such as residential and non-residential property loans, secured personal loans, motor vehicle financing, credit cards, unsecured personal financing, wealth management, bancassurance, remittance and foreign exchange, deposits, and internet banking services to individual customers. Its Commercial Banking segment provides banking credit facilities, trade financing, cash management, online business banking platform, remittance, and foreign exchange, as well as general deposit products to small and medium-scale enterprises, and mid-sized corporations. The Wholesale Banking segment offers client coverage marketing and delivering solutions; financial advisory services on issuance of equity and equity-linked products, debt restructuring, initial public offerings, secondary offerings, and general corporate advisory; conventional and Islamic funding solutions covering trade, working capital line, capital expenditure, leveraging, merger and acquisition, leveraged, and project financing products; and funding solutions, including cash management, trade finance, foreign exchange, custody and corporate loans, derivatives, structured products, and debt capital. This segment also includes treasury activities and services comprising foreign exchange, money market, derivatives, and capital market trading instruments; transaction banking services, such as trade facilities and cash management solutions; and wealth management solutions, as well as investment, securities financing, and trust services. Its CIMB Digital Assets and Group Funding segment engages in digital businesses and ventures, as well as capital, balance sheet, and fixed income investments and management activities. The company was founded in 1924 and is headquartered in Kuala Lumpur, Malaysia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

CIMB Group Holdings Bhd reported revenue of 36.4B MYR in FY2025 versus 23.5B MYR in FY2021, a compound +11.6%/yr. Reported net income was 7.9B MYR in FY2025, compounding +16.3%/yr from FY2021.

Growth Quality 89/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
36.4B MYR
Latest YoY
−2.9%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.6%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.2%
Avg. revenue growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.5%
Value creation/yr (5Y, in MYR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in MYR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+16.2% (11.2 + 5.0)
Revenue +11.6%/yr
FY21 23.5B MYR
FY22 26.9B MYR
FY23 35.0B MYR
FY24 37.5B MYR
FY25 36.4B MYR
Net income +16.3%/yr
FY21 4.3B MYR
FY22 5.4B MYR
FY23 7.0B MYR
FY24 7.7B MYR
FY25 7.9B MYR
Character of growth · EPS growth decomposed (2014-2025) +7.2 % p.a.
Revenue per share +2.2 %

of which total revenue +4.9 % · buybacks/dilution −2.6 %

EBIT margin +4.7 %
Tax rate +0.2 %
Residual (interest, one-offs) +0.0 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "CIMB Group Holdings Bhd Fair Value". https://www.fairvalue-calculator.com/stock/1023

Peer Group

Banks - Regional · 1071 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 55 · Above median
Fair Value upside +10% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 1% · Above median
Net margin (TTM) 37% · Above median
Operating margin (TTM) 49% · Above median
Revenue growth −3% · Bottom 25%
Dividend yield (TTM) 5.0% · Top 25%
Debt / equity 0.55× · Higher than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 11.1× · Cheaper than median
P/B 0.29× · Cheaper than 75% of peers
P/S (TTM) 0.97× · Cheaper than 75% of peers
P/FCF 3.4× · Cheaper than median
EV/EBITDA 2.0× · Cheaper than 75% of peers
PEG 1.59× · Pricier than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE46 · sector 33
FUTURE0 · sector 45
PAST45 · sector 41
HEALTH73 · sector 85
DIVIDEND100 · sector 51

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).

Stock Price Fair Value vs Fair Value
DBS Group D05 75.65 SGD 40.48 SGD −46%
China Merchants Bank Co 3968 HK$47.96 HK$76.51 +60%
Intesa Sanpaolo S.p.A ISP €6.78 €5.66 −17%
HDFC Bank Limited HDB $23.17 $24.12 +4%
BNP Paribas SA BNP €102.56 €144.64 +41%
UniCredit S.p.A UCG €84.71 €77.62 −8%
Mizuho Financial Group MFG $10.74 $9.69 −10%
ICICI Bank Limited ICICIBANK ₹1,443 ₹835.21 −42%
Oversea-Chinese Banking Corporation O39 31.07 SGD 19.80 SGD −36%
CaixaBank, S.A CABK €13.52 €8.85 −35%

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Frequently asked questions

Is CIMB Group Holdings Bhd (1023) overvalued or undervalued?
As of Sep 5, 2026, our model estimates a fair value of 8.76 MYR versus a price of 8.00 MYR, about +10% upside (fairly valued).
What is the fair value of 1023?
Our model-based fair value for CIMB Group Holdings Bhd is 8.76 MYR (as of Sep 5, 2026), built from audited fundamentals. The current price: 8.00 MYR.
What is the quality score of 1023?
CIMB Group Holdings Bhd has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of CIMB Group Holdings Bhd (1023)?
CIMB Group Holdings Bhd reported trailing-twelve-month revenue of about 21.2B MYR (latest available figure, as of Sep 5, 2026).
What is the net profit margin of 1023?
The net profit margin of CIMB Group Holdings Bhd is about 36.9%, meaning it keeps roughly 36.9% of revenue as net income. Based on the latest reported figures.
Does CIMB Group Holdings Bhd pay a dividend?
CIMB Group Holdings Bhd currently shows a dividend yield of about 5.01% relative to its recent price (as of Sep 5, 2026).
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