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BMABanco Macro S.A.
$90.24$5.8B
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  4. Financial Ratios

Banco Macro S.A. (BMA) Financial Ratios

Latest Ratios: P/E Ratio 25.4x · EV/EBITDA 9.5x · ROE 7.3%. (2004–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BMA Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$5.8B$5.8B$6.2B$1.8B$1.0B$896M$996M$2.3B$2.9B$7.8B$3.8B
Enterprise Value$4.4B$-2045620939392$-2304514053812$-1778055862690$-538552388854$-244440550974$-133261270959$-91517031000$-1742083596612$-621720897424$-808054371130
P/E Ratio →25.440.020.020.000.020.030.010.06—0.050.04
P/S Ratio1.480.000.000.000.000.000.000.010.000.000.01
P/B Ratio1.640.000.000.000.000.000.000.020.000.010.01
P/FCF——0.01—0.000.000.000.020.00——
P/OCF——0.01—0.000.000.000.010.00——

P/E links to full P/E history page with 30-year chart

BMA EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—-0.35-0.36-0.18-0.10-0.14-0.23-0.24-0.63-0.39-2.39
EV / EBITDA9.50-2.97-4.63-0.88-1.20-1.29-1.04-1.21-18.03—-49.13
EV / EBIT10.98-3.43-6.40-0.94-1.34-1.67—-1.32———
EV / FCF——-2.90—-0.35-1.06-0.39-0.59-0.53——

BMA Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin50.5%50.5%68.3%62.3%60.2%65.3%65.6%63.7%100.0%100.0%100.0%
Operating Margin10.2%10.2%5.6%19.4%7.5%8.6%19.6%17.9%1.1%—3.0%
Net Profit Margin5.8%5.8%5.0%13.1%5.1%8.2%13.1%11.0%-1.2%10.5%30.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE7.3%7.3%7.7%42.0%26.8%39.9%41.2%4.0%-1.9%16.3%27.1%
ROA1.8%1.8%2.2%12.0%6.5%8.9%8.7%0.7%-0.4%3.1%4.3%
ROIC7.9%7.9%5.5%39.3%25.2%25.8%36.1%3.6%1.1%—1.4%
ROCE4.1%4.1%5.5%39.0%24.5%23.8%34.0%1.2%0.3%—0.7%

BMA Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.290.290.110.210.150.190.270.300.360.250.31
Debt / EBITDA2.232.230.930.460.530.480.480.577.37—14.25
Net Debt / Equity—-0.39-0.57-0.40-0.34-0.53-0.59-0.65-0.87-0.48-1.09
Net Debt / EBITDA-2.98-2.98-4.64-0.89-1.20-1.30-1.05-1.25-18.06—-49.36
Debt / FCF——-2.91—-0.35-1.07-0.39-0.61-0.53——
Interest Coverage0.260.260.190.530.190.25-0.000.52-0.05-0.08-0.03

Net cash position: cash ($3.59T) exceeds total debt ($1.54T)

BMA Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio40.0940.090.510.570.390.400.350.46—0.260.33
Quick Ratio40.0940.090.510.570.390.400.350.46—0.260.33
Cash Ratio40.0940.090.330.360.190.290.270.38—0.240.32
Asset Turnover—0.250.450.660.830.870.500.640.240.260.07
Inventory Turnover———————————
Days Sales Outstanding———————————

BMA Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield———————————
Payout Ratio——143.5%0.0%21.5%—0.0%13.6%—0.6%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.9%5858.0%5261.1%78009.8%5152.9%3265.3%7721.9%1760.3%—2130.4%2707.1%
FCF Yield——12834.6%—146344.5%25651.9%34260.6%6665.6%114861.3%——
Buyback Yield0.0%——————————
Total Shareholder Yield0.0%——————————
Shares Outstanding—$64M$64M$64M$64M$64M$64M$64M$65M$68M$59M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Sovereign debt concentration risk

Market Pricing Reflects Sovereign Proxy

According to recent market data, BMA trades at a P/B of 1.65, a multiple that appears to price the bank more as a volatile proxy for Argentine sovereign risk than as a traditional financial institution with stable, long-term earnings growth potential.

The current valuation suggests that investors are heavily discounting the bank's ability to generate sustainable returns on tangible equity, likely due to the persistent uncertainty surrounding the Argentine macroeconomic environment. This premium over book value warrants further investigation, as it may reflect the market's expectation of a future recovery in private sector credit demand rather than current operational performance.

DuPont Decomposition Reveals Margin Volatility

Based on quarterly financial statements, the bank's ROE has experienced significant volatility, ranging from -9.7% to 18.5% over the last ten quarters, which indicates that profitability is primarily driven by shifting interest rate environments rather than consistent, core operational efficiency.

The decomposition of profitability suggests that the bank's reliance on central bank instruments creates a high sensitivity to monetary policy, often masking the underlying performance of the retail banking segment. Investors should monitor whether the bank can successfully pivot toward higher-margin private sector lending as the regulatory environment evolves.

Efficiency Ratios Constrained by Infrastructure

As reported in recent filings, the efficiency ratio has fluctuated between 38.5% and 88.5%, suggesting that the bank's extensive physical branch network creates a rigid cost structure that struggles to adapt to the rapid inflationary pressures inherent in the Argentine economy.

The high variability in the efficiency ratio implies that the bank's operating leverage is currently working against it during periods of economic contraction. This suggests that management may face significant challenges in controlling non-interest expenses without compromising the bank's structural dominance in the interior provinces.

Stable Capital Buffers Amidst Uncertainty

Based on the provided balance sheet data, the equity-to-assets ratio of 0.24 in 2026Q1 indicates a stable capital position that appears sufficient to absorb moderate shocks, despite the significant nominal expansion of the balance sheet over the preceding ten quarters.

While the capital adequacy ratios appear adequate, they must be interpreted in the context of the bank's heavy concentration in sovereign-linked assets. This suggests that the bank's solvency is intrinsically linked to the creditworthiness of the Argentine state, which warrants a cautious outlook regarding capital return capacity.

Misapplication of P/E Multiples

As indicated by the TTM P/E of 25.59, the price-to-earnings ratio is frequently misapplied to Banco Macro, as it fails to account for the extreme volatility in earnings caused by hyperinflationary accounting adjustments and non-recurring gains from sovereign debt holdings.

Investors should prioritize P/TBV over P/E, as the latter is often distorted by the bank's provision expenses and the impact of IAS 29 on reported net income. Relying on P/E may lead to a fundamental misunderstanding of the bank's valuation, as it obscures the underlying quality of the balance sheet and the bank's true earnings power.

Download Financial Ratios Data

Includes 30+ ratios · 22 years · Updated daily

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BMA — Frequently Asked Questions

Quick answers to the most common questions about buying BMA stock.

What is Banco Macro S.A.'s P/E ratio?

Banco Macro S.A.'s current P/E ratio is 25.4x. The historical average is 0.3x. This places it at the 100th percentile of its historical range.

What is Banco Macro S.A.'s EV/EBITDA?

Banco Macro S.A.'s current EV/EBITDA is 9.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 0.8x.

What is Banco Macro S.A.'s ROE?

Banco Macro S.A.'s return on equity (ROE) is 7.3%. The historical average is 28.2%.

Is BMA stock overvalued?

Based on historical data, Banco Macro S.A. is trading at a P/E of 25.4x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Banco Macro S.A.'s profit margins?

Banco Macro S.A. has 50.5% gross margin and 10.2% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Banco Macro S.A. have?

Banco Macro S.A.'s Debt/EBITDA ratio is 2.2x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.