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CANBK - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.1

Last Updated Time : 02 Feb 26, 01:08 pm

Fundamental Rating: 4.1

Stock Code CANBK Market Cap 1,27,959 Cr. Current Price 141 ₹ High / Low 161 ₹
Stock P/E 6.50 Book Value 125 ₹ Dividend Yield 2.84 % ROCE 6.79 %
ROE 18.2 % Face Value 2.00 ₹ DMA 50 148 ₹ DMA 200 129 ₹
Chg in FII Hold 2.72 % Chg in DII Hold -1.76 % PAT Qtr 5,155 Cr. PAT Prev Qtr 4,774 Cr.
RSI 35.7 MACD -0.38 Volume 2,78,37,955 Avg Vol 1Wk 4,43,87,097
Low price 78.6 ₹ High price 161 ₹ PEG Ratio 0.15 Debt to equity 14.7
52w Index 76.0 % Qtr Profit Var 25.6 % EPS 21.7 ₹ Industry PE 7.64

📊 Financials: Canara Bank (CANBK) has shown strong quarterly performance with PAT rising to 5,155 Cr from 4,774 Cr, reflecting a 25.6% profit variation. ROE at 18.2% is robust, indicating strong shareholder returns, though ROCE at 6.79% highlights modest efficiency. Debt-to-equity ratio of 14.7 is high, typical for banks, but manageable given stable earnings. EPS of 21.7 ₹ supports valuation strength.

💹 Valuation: Current P/E of 6.50 is below industry average (7.64), suggesting undervaluation. P/B ratio ~1.13 (Price 141 ₹ / Book Value 125 ₹) is attractive. PEG ratio of 0.15 highlights significant growth potential relative to valuation. Dividend yield of 2.84% provides steady income for investors.

🏢 Business Model: Canara Bank operates as a large public sector bank with diversified lending across retail, corporate, and priority sectors. Backed by government ownership, it enjoys credibility and systemic importance. Competitive advantage lies in scale, branch network, and strong deposit base.

📈 Entry Zone: Attractive accumulation zone between 130–138 ₹, close to DMA200 (129 ₹). RSI at 35.7 indicates oversold conditions, while MACD (-0.38) suggests mild bearishness. Long-term investors can accumulate gradually.

🔒 Holding Guidance: Fundamentally undervalued, with strong ROE and earnings growth. Suitable for long-term holding, though investors should monitor asset quality and interest rate cycles.


Positive

  • Strong ROE of 18.2% ensures shareholder value creation.
  • Quarterly PAT growth of 25.6% shows earnings momentum.
  • Undervalued compared to industry P/E, PEG ratio extremely attractive.
  • Dividend yield of 2.84% adds stability.
  • FII holdings increased by 2.72%, reflecting institutional confidence.

Limitation

  • High debt-to-equity ratio (14.7) is inherent to banking but adds leverage risk.
  • ROCE at 6.79% is relatively modest compared to peers.
  • DII holdings decreased (-1.76%), showing mixed domestic sentiment.

Company Negative News

  • No major recent negative news reported, but asset quality and NPA levels remain structural risks for PSU banks.

Company Positive News

  • Strong quarterly profit growth and improved FII participation.
  • Stable dividend payout enhances investor confidence.
  • Government backing ensures systemic stability and credibility.

Industry

  • Banking sector benefits from credit growth driven by economic expansion.
  • Industry P/E at 7.64 suggests sector optimism.
  • Public sector banks gaining traction with improved profitability and capital adequacy.

Conclusion

✅ Canara Bank is fundamentally undervalued, with strong ROE, consistent profit growth, and attractive dividend yield. Despite leverage and asset quality risks, its systemic importance and government backing make it a promising long-term investment. Accumulation near 130–138 ₹ is recommended for patient investors.

Would you like me to also highlight peer comparison with other PSU banks so you can see how CANBK stacks up against its closest competitors?

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