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Bank Mandiri Persero Tbk PT (BMRI) Fair Value & Analysis

Financial Services · ID · Market cap 402T IDR (≈ $40.2B) · ISIN ID1000095003

What is Bank Mandiri Persero Tbk PT really worth?

BM Bank Mandiri Persero Tbk PT BMRI · JK
Price4,420 IDR
Fair Value6,067 IDR
Upside+37.3%
Quality60/100

A solid business, trading 27% below our fair value of 6,067 IDR.

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Strengths

Healthy Growth (revenue 5y +12.0 %/yr)
Highly profitable · 40.3% net margin
Low debt · generates free cash flow
Ranks above peers (10/15)
Wide moat 77/100

Risks

!Evidence only low, so the estimate is less certain
!Weak on future: 8 out of 100
Evidence: Low Range 4,550 IDR – 7,584 IDR

Fair value as of: Aug 27, 2026

From 4 valuation models · updated 8 days ago

Share price +4.7% 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 is below even our cautious bear case (4,550 IDR). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality.
  • 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)

6,095 IDR 1,997 IDR Fair Value 6,067 IDR Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

60‑month range 1,997 IDR – 6,095 IDR · fair‑value band 4,550 IDR – 7,584 IDR · the 4,420 IDR price screens below the 6,067 IDR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

Bank Mandiri Persero Tbk PT (BMRI) currently trades at 4,420 IDR, while our model-based Fair Value estimate is 6,067 IDR, implying the stock looks roughly 27.2% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of 5,465 IDR per share, and 2 of the 4 models we run sit above the 4,420 IDR price. Bear case: the Asset-Based group reads lowest at 2,109 IDR, and 2 of the 4 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Bank Mandiri Persero Tbk PT generated revenue of 145T IDR at a net margin of 40.3%. Revenue grew 1.5% year over year. It earns a return on equity of 21.0%. Net debt stands at 279T IDR. Fundamentals as of Aug 27, 2026

Our scenario range runs from 4,550 IDR (bear case) to 7,584 IDR (bull case); at 4,420 IDR, the current price sits below 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 10% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at 37%, BMRI 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 424.06 IDR per share, which is 7.0 % 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 4,131 IDR 5,465 IDR 22,401 IDR 64
P/E Multiple 5,881 IDR 7,841 IDR 9,801 IDR 63
P/B Multiple 3,305 IDR 4,406 IDR 5,508 IDR 55
All 4 models by family
Multiples
P/E Multiple 5,881 IDR 7,841 IDR 9,801 IDR 63
P/B Multiple 3,305 IDR 4,406 IDR 5,508 IDR 55
Asset-Based
NCAV (Graham) 1,574 IDR 2,109 IDR 3,147 IDR 54
Economic Profit
Residual Income 4,131 IDR 5,465 IDR 22,401 IDR 64

Widest divergence: Economic Profit (5,465 IDR) versus Asset-Based (2,109 IDR). Highest evidence: Residual Income (64).

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Key figures & financial health

P/E ratio 7.0
P/S ratio 1.95 P/E × margin
EPS (TTM) 626.99 IDR price ÷ EPS = P/E 7.0
Net margin 27.6% FY2025
Return on equity 21.0% TTM
Return on assets (EBIT) 2.9% avg 5y
More key figures
Profitability
Operating margin 58.6% TTM
Growth
Revenue (TTM) 145T IDR TTM
Revenue growth (YoY) +1.5% 3y avg +14.4%
EPS growth (YoY) +16.7%
Balance sheet & cash flow
Free cash flow 95.2T IDR FY2025
Net debt 279T IDR FY2025 · ≈ 2.9 yrs of FCF

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 60 · Market factors (momentum, volatility) 56

Profitability 42
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 96
Earnings quality: real cash, not paper profit
Fin. Strength 45
Balance sheet, leverage, solvency risk
Investment 64
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 43
Price trend over the last 3–12 months (market factor)
52W Momentum 51
Distance to the 52-week high (market factor)
Net Issuance 82
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

PT Bank Mandiri (Persero) Tbk provides various banking products and services to individuals and businesses in Indonesia, Singapore, Malaysia, Hong Kong, Timor Leste, Shanghai, England, and the Cayman Islands.

Full company description

PT Bank Mandiri (Persero) Tbk provides various banking products and services to individuals and businesses in Indonesia, Singapore, Malaysia, Hong Kong, Timor Leste, Shanghai, England, and the Cayman Islands. It offers savings and current accounts, multicurrency, payroll, NOW, and foreign currency savings accounts; personal, mortgage, micro enterprise, small and medium enterprises, working capital, and investment loans; corporate, credit, and debit cards; and e-banking services. The company also provides life, health, and accident insurance products, as well as investment products; cash management, bill collection, payment, trade finance, money transfer, remittance, and wealth management services; and treasury services, including cash transaction, hedging, and investment products. It operates branch offices, sub-branch offices, and overseas branch offices; and ATM facilities. The company was founded in 1998 and is headquartered in Jakarta, Indonesia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bank Mandiri Persero Tbk PT reported revenue of 204T IDR in FY2025 versus 120T IDR in FY2021, a compound +14.2%/yr. Reported net income was 56.3T IDR in FY2025, compounding +19.0%/yr from FY2021.

Growth Quality 96/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
204T IDR
Latest YoY
+15.4%
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.
+14.4%
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.
+12.0%
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.
+9.0%
Value creation/yr (5Y, in IDR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in IDR: 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.
+15.4% (15.4 + 0.0)
Revenue +14.2%/yr
FY21 120T IDR
FY22 136T IDR
FY23 155T IDR
FY24 177T IDR
FY25 204T IDR
Net income +19.0%/yr
FY21 28.0T IDR
FY22 41.2T IDR
FY23 55.1T IDR
FY24 55.8T IDR
FY25 56.3T IDR
Character of growth · EPS growth decomposed (2014-2025) +13.4 % p.a.
Revenue per share +8.5 %

of which total revenue +8.5 % · buybacks/dilution +0.0 %

EBIT margin +4.9 %
Tax rate +0.0 %
Residual (interest, one-offs) −0.4 %

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). "Bank Mandiri Persero Tbk PT Fair Value". https://www.fairvalue-calculator.com/stock/BMRI

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 63 · Top 25%
Fair Value upside +37% · Top 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 3% · Top 25%
Net margin (TTM) 40% · Top 25%
Operating margin (TTM) 59% · Top 25%
Revenue growth 2% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.37× · Higher than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 7.0× · Cheaper than 75% of peers
P/B 1.37× · Pricier than median
P/S (TTM) 2.77× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 1.6× · Cheaper than 75% of peers
PEG 1.76× · 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
VALUE83 · sector 33
FUTURE8 · sector 45
PAST84 · sector 41
HEALTH82 · sector 85
DIVIDEND0 · sector 51

Insider activity: 45/100

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 27, 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 Bank Mandiri Persero Tbk PT (BMRI) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of 6,067 IDR versus a price of 4,420 IDR, about +37% upside (undervalued).
What is the fair value of BMRI?
Our model-based fair value for Bank Mandiri Persero Tbk PT is 6,067 IDR (as of Aug 27, 2026), built from audited fundamentals. The current price: 4,420 IDR.
What is the quality score of BMRI?
Bank Mandiri Persero Tbk PT 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 Bank Mandiri Persero Tbk PT (BMRI)?
Bank Mandiri Persero Tbk PT reported trailing-twelve-month revenue of about 145T IDR (latest available figure, as of Aug 27, 2026).
What is the net profit margin of BMRI?
The net profit margin of Bank Mandiri Persero Tbk PT is about 40.3%, meaning it keeps roughly 40.3% of revenue as net income. Based on the latest reported figures.
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