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Banco Comercial Portugues (BCP) Fair Value & Analysis

Financial Services · PT · Market cap €15.2B · ISIN PTBCP0AM0015

What is Banco Comercial Portugues really worth?

BC Banco Comercial Portugues BCP · LS
Price€1.15
Fair Value€0.8050
Upside−29.9%
Quality60/100

A solid business, but trading 43% above our fair value of €0.8050.

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Strengths

Healthy Growth (revenue 5y +9.9 %/yr)
Highly profitable · 29.3% net margin
Moderate debt · generates free cash flow
Wide moat 69/100

Risks

!Mixed vs. peers (8/15)

For context

·3.00% dividend yield
Evidence: High Range €0.6000 – €1.01

Fair value as of: Aug 30, 2026

From 4 valuation models · updated 6 days ago

What runs behind every stock

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

What matters now

  • The price sits above even our optimistic bull case (€1.01). The favourable scenario is already priced in.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
  • 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)

€1.15 €0.1029 Fair Value €0.8050 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range €0.1029 – €1.15 · fair‑value band €0.6000 – €1.01 · the €1.15 price screens above the €0.8050 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Banco Comercial Portugues (BCP) currently trades at €1.15, while our model-based Fair Value estimate is €0.8050, implying the stock looks roughly 42.7% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of €0.7400 per share, and 0 of the 4 models we run sit above the €1.15 price. Bear case: the Asset-Based group reads lowest at €0.3500, and 4 of the 4 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Banco Comercial Portugues generated revenue of €3.7B at a net margin of 29.3%. Revenue grew 11.1% year over year. It earns a return on equity of 13.6%. Net debt stands at €2.1B. Fundamentals as of Aug 30, 2026

Our scenario range runs from €0.6000 (bear case) to €1.01 (bull case); at €1.15, the current price sits above 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 near its 52-week high and 87% 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 −30%, BCP screens richer 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 €0.0241 per share, which is 3.0 % 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 €0.5000 €0.6200 €1.37 70
P/E Multiple €0.6700 €0.9000 €1.12 63
P/B Multiple €0.5500 €0.7400 €0.9200 55
All 4 models by family
Multiples
P/E Multiple €0.6700 €0.9000 €1.12 63
P/B Multiple €0.5500 €0.7400 €0.9200 55
Asset-Based
NCAV (Graham) €0.2600 €0.3500 €0.5300 53
Economic Profit
Residual Income best evidence €0.5000 €0.6200 €1.37 70

Widest divergence: Multiples (€0.7400) versus Asset-Based (€0.3500). Highest evidence: Residual Income (70).

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Key figures & financial health

P/E ratio 16.4
P/S ratio 4.26 P/E × margin
EPS (TTM) €0.0700 price ÷ EPS = P/E 16.4
Dividend yield 3.0% payout 49.1%
Net margin 26.0% FY2025
Return on equity 13.6% TTM
More key figures
Profitability
Return on assets (EBIT) 0.4% avg 5y
Operating margin 59.0% TTM
Growth
Revenue (TTM) €3.7B TTM
Revenue growth (YoY) +11.1% 3y avg +8.3%
EPS growth (YoY) +29.1%
Balance sheet & cash flow
Free cash flow €3.4B FY2025
Net debt €2.1B FY2025 · ≈ 0.6 yrs of FCF

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 57 · Market factors (momentum, volatility) 87

Profitability 36
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 14
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 88
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 95
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

Banco Comercial Português, S.A. engages in the provision of various banking and financial products and services in Portugal and internationally. The company operates through Retail Banking; Companies and Corporate; Private Banking; International Business, and Other segments.

Full company description

Banco Comercial Português, S.A. engages in the provision of various banking and financial products and services in Portugal and internationally. The company operates through Retail Banking; Companies and Corporate; Private Banking; International Business, and Other segments. It offers a range of financial products and services, including current accounts, payment systems, savings and investment products, private banking, asset management, and investment banking services, such as mortgage loans, personal loans, commercial banking, leasing, factoring, insurance, and other products. The company is also involved in the provision of investment fund and real estate management, e-commerce, web portal, leasing, consulting, brokerage, marketing, and real estate investment fund management services; and internet, telephone, and mobile banking services as well as buying and selling real estate. In addition, it offers credit, debit, and prepaid cards; personal, mortgage, car loan, and salary loan; health, car, life, travel, personal accident, home, pet, work accident, payment protection, and transportation and repatriation insurance; retirement services; structured products, discretionary management, investment funds, and other technology and services. Further, the company provides short, medium, and long term financing solutions; internacional operations financing; and treasury services. Banco Comercial Português, S.A. was incorporated in 1985 and is based in Porto, Portugal.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Banco Comercial Portugues reported revenue of €3.9B in FY2025 versus €2.5B in FY2021, a compound +11.8%/yr. Reported net income was €1.0B in FY2025, compounding +64.8%/yr from FY2021. FY2021 was a trough year, so the rate overstates the trend.

Growth Quality 91/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
€3.9B
Latest YoY
+5.0%
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.
+8.3%
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.
+9.9%
Avg. revenue growth/yr (25Y) 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.
+1.5%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+44.5% (41.5 + 3.0)
Revenue +11.8%/yr
FY21 €2.5B
FY22 €3.1B
FY23 €3.9B
FY24 €3.7B
FY25 €3.9B
Net income +64.8%/yr
FY21 €138M
FY22 €207M
FY23 €856M
FY24 €906M
FY25 €1.0B
Character of growth · EPS growth decomposed (2008-2019) −25.2 % p.a.
Revenue per share −26.9 %

of which total revenue −1.4 % · buybacks/dilution −25.9 %

EBIT margin −16.5 %
Tax rate −2.8 %
Residual (interest, one-offs) +26.0 %

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).

BCP screens 43% overvalued. Compare with DBS Group →

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Cite: Fair Value Calculator (2026). "Banco Comercial Portugues Fair Value". https://www.fairvalue-calculator.com/stock/BCP

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

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 61 · Top 25%
Fair Value upside −30% · Bottom 25%
Return on equity (TTM) 14% · Top 25%
Return on assets 1% · Above median
Net margin (TTM) 29% · Above median
Operating margin (TTM) 59% · Top 25%
Revenue growth 11% · Above median
Dividend yield (TTM) 3.0% · Above median
Debt / equity 1.41× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 16.4× · Pricier than 75% of peers
P/B 2.26× · Pricier than 75% of peers
P/S (TTM) 4.78× · Pricier than 75% of peers
P/FCF 5.1× · Cheaper than median
EV/EBITDA 39.9× · Pricier than 75% of peers
PEG 21.65× · Pricier than 75% of peers

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
VALUE0 · sector 33
FUTURE56 · sector 45
PAST54 · sector 41
HEALTH30 · sector 85
DIVIDEND60 · sector 51

VALUE 0: the price sits above our fair-value range.

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 Aug 30, 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 Banco Comercial Portugues (BCP) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of €0.8050 versus a price of €1.15, about −30% upside (overvalued).
What is the fair value of BCP?
Our model-based fair value for Banco Comercial Portugues is €0.8050 (as of Aug 30, 2026), built from audited fundamentals. The current price: €1.15.
What is the quality score of BCP?
Banco Comercial Portugues has a Quality Score of 60/100. 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 Banco Comercial Portugues (BCP)?
Banco Comercial Portugues reported trailing-twelve-month revenue of about €3.7B (latest available figure, as of Aug 30, 2026).
What is the net profit margin of BCP?
The net profit margin of Banco Comercial Portugues is about 29.3%, meaning it keeps roughly 29.3% of revenue as net income. Based on the latest reported figures.
Does Banco Comercial Portugues pay a dividend?
Banco Comercial Portugues currently shows a dividend yield of about 3.00% relative to its recent price (as of Aug 30, 2026).
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