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SBIN - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 25 May 26, 01:36 am

Fundamental Rating: 4.2

Stock Code SBIN Market Cap 8,75,940 Cr. Current Price 949 ₹ High / Low 1,235 ₹
Stock P/E 11.4 Book Value 590 ₹ Dividend Yield 1.83 % ROCE 6.02 %
ROE 15.5 % Face Value 1.00 ₹ DMA 50 1,038 ₹ DMA 200 990 ₹
Chg in FII Hold 1.07 % Chg in DII Hold -0.93 % PAT Qtr 19,684 Cr. PAT Prev Qtr 21,028 Cr.
RSI 31.9 MACD -34.9 Volume 84,39,543 Avg Vol 1Wk 1,40,41,368
Low price 782 ₹ High price 1,235 ₹ PEG Ratio 0.76 Debt to equity 12.3
52w Index 37.0 % Qtr Profit Var 5.58 % EPS 86.7 ₹ Industry PE 7.84

📊 Core Financials

  • Revenue & Profit: Quarterly PAT ₹19,684 Cr. vs ₹21,028 Cr. previous quarter, showing a slight decline but still robust.
  • Margins: ROE at 15.5% is strong, while ROCE at 6.02% indicates modest efficiency.
  • Debt: Debt-to-equity ratio of 12.3 reflects high leverage, typical for banks but a risk factor.
  • Cash Flow: Stable earnings supported by strong deposit base and diversified operations.

💹 Valuation Indicators

  • P/E Ratio: 11.4 vs Industry PE of 7.84 — trades at a premium, justified by stronger earnings.
  • P/B Ratio: Price ₹949 vs Book Value ₹590 → ~1.6x, reasonable for a leading bank.
  • PEG Ratio: 0.76 suggests undervaluation relative to growth.
  • Intrinsic Value: Appears undervalued compared to long-term growth potential.

🏦 Business Model & Advantage

SBI is India’s largest public sector bank with diversified services across retail, corporate, and digital banking. Its scale, government support, and extensive branch network provide a strong competitive moat.

📈 Technicals & Entry Zone

  • RSI at 31.9 indicates oversold territory.
  • MACD negative (-34.9) suggests short-term weakness.
  • Entry Zone: ₹820–₹880 range looks attractive for accumulation.
  • Long-term Holding: Strong fundamentals and leadership support a buy-and-hold approach.

✅ Positive

  • Strong ROE at 15.5%.
  • Undervalued PEG ratio (0.76).
  • Government backing ensures stability.

⚠️ Limitation

  • High debt-to-equity ratio (12.3).
  • ROCE relatively low at 6.02%.
  • Quarterly profit decline.

📰 Company Negative News

  • Quarterly profit dipped from ₹21,028 Cr. to ₹19,684 Cr.
  • Decline in DII holdings (-0.93%).

🌟 Company Positive News

  • FII holdings increased (+1.07%).
  • Strong dividend yield of 1.83%.
  • Consistent market leadership in Indian banking.

🏭 Industry

Banking sector PE at 7.84 indicates SBI trades at a premium, justified by its scale and profitability. The industry is undergoing digital transformation, where SBI is actively investing.

🔎 Conclusion

SBI remains a fundamentally strong stock with attractive valuations and long-term growth prospects. Despite short-term profit decline and high leverage, its strong ROE, government backing, and undervaluation make it a solid candidate for long-term investors. Entry around ₹820–₹880 offers a favorable risk-reward opportunity.

If you’d like, I can also prepare a peer comparison or a sector outlook to complement this report.

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