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Zions Bancorporation, National Association (Z1IO34) Fair Value & Analysis

Financial Services · BR · Market cap R$51.9B (≈ $10.2B)

What is Zions Bancorporation, National Association really worth?

ZB Zions Bancorporation, National Association Z1IO34 · SA
PriceR$348.12
Fair ValueR$129.62
Upside−62.8%
Quality62/100

A solid business, but trading 169% above our fair value of R$129.62.

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Strengths

Healthy Growth (revenue 3y +2.4 %/yr)
Highly profitable · 28.4% net margin
Low debt · generates free cash flow
Wide moat 69/100

Risks

!Mixed vs. peers (7/14)
!Evidence only medium, so the estimate is less certain
!Weak on dividend: 10 out of 100

For context

·0.51% dividend yield
Evidence: Medium Range R$97.22 – R$162.03

Fair value as of: Aug 19, 2026

From 6 valuation models · updated 16 days ago

Share price +0.5% 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 above even our optimistic bull case (R$162.03). The favourable scenario is already priced in.
  • Solid but not exceptional quality (62/100) 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)

R$359.01 R$89.89 Fair Value R$129.62 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range R$89.89 – R$359.01 · fair‑value band R$97.22 – R$162.03 · the R$348.12 price screens above the R$129.62 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Zions Bancorporation, National Association (Z1IO34) currently trades at R$348.12, while our model-based Fair Value estimate is R$129.62, implying the stock looks roughly 168.6% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of R$103.90 per share, and 0 of the 6 models we run sit above the R$348.12 price. Bear case: the Dividend Discount group reads lowest at R$23.58, and 6 of the 6 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Zions Bancorporation, National Association generated revenue of R$3.4B at a net margin of 28.4%. Revenue grew 10.2% year over year. It earns a return on equity of 14.1%. Net debt stands at R$583M. Fundamentals as of Aug 19, 2026

Our scenario range runs from R$97.22 (bear case) to R$162.03 (bull case); at R$348.12, 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 41% 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 −63%, Z1IO34 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 R$20.86 per share, which is 16.1 % 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 R$45.83 R$55.27 R$116.98 68
Gordon GGM R$16.67 R$24.34 R$32.33 66
DDM Multi-Stage R$16.67 R$23.58 R$31.56 64
All 6 models by family
Dividend Discount
Gordon GGM R$16.67 R$24.34 R$32.33 66
DDM Multi-Stage R$16.67 R$23.58 R$31.56 64
Multiples
P/E Multiple R$128.35 R$171.13 R$213.91 63
P/B Multiple R$77.93 R$103.90 R$129.88 55
Asset-Based
NCAV (Graham) R$24.41 R$32.70 R$48.81 54
Economic Profit
Residual Income best evidence R$45.83 R$55.27 R$116.98 68

Widest divergence: Multiples (R$103.90) versus Dividend Discount (R$23.58). Highest evidence: Residual Income (68).

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Key figures & financial health

P/E ratio 10.4
P/S ratio 2.77 P/E × margin
EPS (TTM) R$33.36 price ÷ EPS = P/E 10.4
Dividend yield 0.5% payout 5.3%
Net margin 26.6% FY2025
Return on equity 14.1% TTM
More key figures
Profitability
Return on assets 1.1% TTM
Operating margin 36.1% TTM
Growth
Revenue (TTM) R$3.4B TTM
Revenue growth (YoY) +10.2% 3y avg +2.4%
EPS growth (YoY) +37.9%
Balance sheet & cash flow
Free cash flow R$952M FY2025
Net debt R$583M FY2025 · ≈ 0.6 yrs of FCF

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 55 · Market factors (momentum, volatility) 66

Profitability 44
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 11
Balance sheet, leverage, solvency risk
Investment 74
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 56
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 84
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

Zions Bancorporation, National Association provides various banking products and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.

Full company description

Zions Bancorporation, National Association provides various banking products and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company operates through Zions Bank, California Bank & Trust, Amegy Bank, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and The Commerce Bank of Washington segments. It offers commercial and small business banking services to small- and medium-sized businesses, such as commercial, industrial, and owner-occupied lending and leasing; municipal and public finance services; depository account and cash management services; commercial and small business cards; merchant processing services; corporate trust services; and correspondent banking and international lending services. The company also provides capital markets and investment banking services, including loan syndications, foreign exchange services, interest rate derivatives, fixed income securities underwriting, mergers and acquisitions advisory services, advisory and capital raising, commercial mortgage-backed security conduit lending, and power and project financing; and commercial real estate lending services consisting of term and construction/land development financing for commercial and residential purposes. In addition, it offers retail banking services comprising residential mortgages lending, home equity lines of credit, personal lines of credit, installment consumer loans, depository account services, consumer cards, and personal trust services; and wealth management services consisting of investment management, fiduciary and estate, and advanced business succession and estate planning services. The company was formerly known as ZB, National Association and changed its name to Zions Bancorporation, National Association in September 2018. Zions Bancorporation, National Association was founded in 1873 and is headquartered in Salt Lake City, Utah.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Zions Bancorporation, National Association reported revenue of $3.4B in FY2025 versus $3.2B in FY2022, a compound +2.4%/yr. Reported net income was $899M in FY2025, compounding −0.3%/yr from FY2022.

Growth Quality 73/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
R$3.4B
Latest YoY
+8.1%
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.
+2.4%
Value creation/yr (3Y) Earnings growth per share (CAGR 3 years) plus dividend yield: value created per share and year.
+4.9% (4.4 + 0.5)
Revenue +2.4%/yr
FY22 $3.2B
FY23 $3.1B
FY24 $3.1B
FY25 $3.4B
Net income −0.3%/yr
FY22 $907M
FY23 $680M
FY24 $784M
FY25 $899M

Z1IO34 screens 169% overvalued. Compare with DBS Group →

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Cite: Fair Value Calculator (2026). "Zions Bancorporation, National Association Fair Value". https://www.fairvalue-calculator.com/stock/Z1IO34

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 59 · Above median
Fair Value upside −63% · Bottom 25%
Return on equity (TTM) 14% · Top 25%
Return on assets 1% · Above median
Net margin (TTM) 28% · Below median
Operating margin (TTM) 36% · Below median
Revenue growth 10% · Above median
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.20× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 10.4× · Cheaper than median
P/B 1.42× · Pricier than 75% of peers
P/S (TTM) 3.00× · Cheaper than median
P/FCF 10.7× · Pricier than median
PEG 4.67× · 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
FUTURE51 · sector 45
PAST56 · sector 41
HEALTH90 · sector 85
DIVIDEND10 · sector 51

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

Insider activity: 40/100

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 19, 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 Zions Bancorporation, National Association (Z1IO34) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of R$129.62 versus a price of R$348.12, about −63% upside (overvalued).
What is the fair value of Z1IO34?
Our model-based fair value for Zions Bancorporation, National Association is R$129.62 (as of Aug 19, 2026), built from audited fundamentals. The current price: R$348.12.
What is the quality score of Z1IO34?
Zions Bancorporation, National Association has a Quality Score of 62/100. 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 Zions Bancorporation, National Association (Z1IO34)?
Zions Bancorporation, National Association reported trailing-twelve-month revenue of about R$3.4B (latest available figure, as of Aug 19, 2026).
What is the net profit margin of Z1IO34?
The net profit margin of Zions Bancorporation, National Association is about 28.4%, meaning it keeps roughly 28.4% of revenue as net income. Based on the latest reported figures.
Does Zions Bancorporation, National Association pay a dividend?
Zions Bancorporation, National Association currently shows a dividend yield of about 0.51% relative to its recent price (as of Aug 19, 2026).
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