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State Bank of India (SBIN) Fair Value & Analysis

Financial Services · IN · Market cap ₹9.5T (≈ $101B) · ISIN INE062A01020

What is State Bank of India really worth?

SB State Bank of India SBIN · NSE
Price₹1,016
Fair Value₹988.29
Upside−2.7%
Quality51/100

A solid business, currently priced close to our fair value of ₹988.29.

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Strengths

Healthy Growth (revenue 5y +13.5 %/yr)
Highly profitable · 22.1% net margin
Moderate debt · generates free cash flow
Wide moat 67/100

Risks

!Mixed vs. peers (7/15)

For context

·1.71% dividend yield
Evidence: High Range ₹741.22 – ₹1,235

Fair value as of: Aug 23, 2026

From 6 valuation models · updated 13 days ago

Share price −3.7% 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 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)

₹1,207 ₹347.12 Fair Value ₹988.29 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.

How to read this chart

60‑month range ₹347.12 – ₹1,207 · fair‑value band ₹741.22 – ₹1,235 · the ₹1,016 price screens above the ₹988.29 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 23, 2026.

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Analysis

State Bank of India (SBIN) currently trades at ₹1,016, while our model-based Fair Value estimate is ₹988.29, implying the stock looks roughly 2.8% fairly valued today. The Quality Score stands at 51/100 (solid quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of ₹904.15 per share, and 1 of the 6 models we run sit above the ₹1,016 price. Bear case: the Dividend Discount group reads lowest at ₹265.22, and 5 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, State Bank of India generated revenue of ₹3.8T at a net margin of 22.1%. Revenue grew 7.1% year over year. It earns a return on equity of 15.5%. Net debt stands at ₹3.8T. Fundamentals as of Aug 23, 2026

Our scenario range runs from ₹741.22 (bear case) to ₹1,235 (bull case); at ₹1,016, 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 16% 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 −3%, SBIN screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹31.93 per share, which is 3.2 % 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
DDM Multi-Stage ₹148.30 ₹265.22 ₹337.41 66
Gordon GGM ₹148.30 ₹323.76 ₹544.75 65
Residual Income ₹639.14 ₹845.82 ₹2,510 65
All 6 models by family
Dividend Discount
Gordon GGM ₹148.30 ₹323.76 ₹544.75 65
DDM Multi-Stage ₹148.30 ₹265.22 ₹337.41 66
Multiples
P/E Multiple ₹879.86 ₹1,173 ₹1,466 63
P/B Multiple ₹678.11 ₹904.15 ₹1,130 55
Asset-Based
NCAV (Graham) ₹322.91 ₹432.70 ₹645.82 54
Economic Profit
Residual Income ₹639.14 ₹845.82 ₹2,510 65

Widest divergence: Multiples (₹904.15) versus Dividend Discount (₹265.22). Highest evidence: DDM Multi-Stage (66).

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Key figures & financial health

P/E ratio 11.4
P/S ratio 1.36 P/E × margin
EPS (TTM) ₹89.25 price ÷ EPS = P/E 11.4
Dividend yield 1.7% payout 19.4%
Net margin 12.0% FY2026
Return on equity 15.5% TTM
More key figures
Profitability
Return on assets (EBIT) 1.3% avg 5y
Operating margin 29.0% TTM
Growth
Revenue (TTM) ₹3.8T TTM
Revenue growth (YoY) +7.1% 3y avg +14.8%
EPS growth (YoY) −3.1%
Balance sheet & cash flow
Free cash flow ₹1.6T FY2026
Net debt ₹3.8T FY2026 · ≈ 2.4 yrs of FCF

Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 49 · Market factors (momentum, volatility) 64

Profitability 28
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 92
Earnings quality: real cash, not paper profit
Fin. Strength 16
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 90
Calm price path (market factor)
Momentum 49
Price trend over the last 3–12 months (market factor)
52W Momentum 60
Distance to the 52-week high (market factor)
Net Issuance 66
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

State Bank of India provides banking products and services in India and internationally. The company operates through the Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Business segments.

Full company description

State Bank of India provides banking products and services in India and internationally. The company operates through the Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Business segments. It offers personal banking products and services, including current, savings, salary, and deposit accounts; home, personal, pension, auto, education, and gold loans, as well as loans against insurance property, and securities; debit, business debit, prepaid, and green remit cards; overdrafts; mutual funds, insurance, equity trading, portfolio investment schemes, remittance services; digital lending; and mobile, internet, and digital banking services. The company also provides corporate banking products and services comprising corporate accounts, working capital and project finance, deferred payment guarantees, corporate term loans, structured finance, dealer and channel financing, equipment leasing, loan syndication, construction equipment loans, financing Indian firms' overseas subsidiaries or JVs, and cash management, as well as trade and service products. In addition, it offers NRI services, including accounts, investments, loans, and remittances; agricultural banking services; and international banking services. Further, it provides life and general insurance; estate planning services; merchant banking and advisory; securities broking; trusteeship service; factoring; payment solution; asset management; portfolio and investment management; credit cards; and custody and fund accounting services. State Bank of India was founded in 1806 and is headquartered in Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

State Bank of India reported revenue of ₹7.0T in FY2026 versus ₹3.9T in FY2022, a compound +15.4%/yr. Reported net income was ₹833B in FY2026, compounding +23.9%/yr from FY2022.

Growth Quality 99/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹7.0T
Latest YoY
+7.1%
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.
+14.8%
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.
+13.5%
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.
+12.9%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: 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.
+31.1% (29.4 + 1.7)
Revenue +15.4%/yr
FY22 ₹3.9T
FY23 ₹4.6T
FY24 ₹5.8T
FY25 ₹6.5T
FY26 ₹7.0T
Net income +23.9%/yr
FY22 ₹354B
FY23 ₹556B
FY24 ₹671B
FY25 ₹776B
FY26 ₹833B
Character of growth · EPS growth decomposed (2015-2026) +23.3 % p.a.
Revenue per share +8.1 %

of which total revenue +10.0 % · buybacks/dilution −1.8 %

EBIT margin +12.7 %
Tax rate +1.3 %
Residual (interest, one-offs) −0.1 %

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). "State Bank of India Fair Value". https://www.fairvalue-calculator.com/stock/SBIN

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 52 · Below median
Fair Value upside −3% · Below median
Return on equity (TTM) 15% · Top 25%
Return on assets 1% · Above median
Net margin (TTM) 22% · Below median
Operating margin (TTM) 29% · Below median
Revenue growth 7% · Below median
Dividend yield (TTM) 1.7% · Below median
Debt / equity 0.69× · Higher than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 11.4× · Cheaper than median
P/B 1.59× · Pricier than 75% of peers
P/S (TTM) 2.52× · Cheaper than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 8.1× · Cheaper than median
PEG 0.53× · Cheaper 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
VALUE30 · sector 33
FUTURE36 · sector 45
PAST62 · sector 41
HEALTH65 · sector 85
DIVIDEND34 · 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 Aug 23, 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 State Bank of India (SBIN) overvalued or undervalued?
As of Aug 23, 2026, our model estimates a fair value of ₹988.29 versus a price of ₹1,016, about −3% upside (fairly valued).
What is the fair value of SBIN?
Our model-based fair value for State Bank of India is ₹988.29 (as of Aug 23, 2026), built from audited fundamentals. The current price: ₹1,016.
What is the quality score of SBIN?
State Bank of India has a Quality Score of 51/100. 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 State Bank of India (SBIN)?
State Bank of India reported trailing-twelve-month revenue of about ₹3.8T (latest available figure, as of Aug 23, 2026).
What is the net profit margin of SBIN?
The net profit margin of State Bank of India is about 22.1%, meaning it keeps roughly 22.1% of revenue as net income. Based on the latest reported figures.
Does State Bank of India pay a dividend?
State Bank of India currently shows a dividend yield of about 1.71% relative to its recent price (as of Aug 23, 2026).
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