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SBIN - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 4.3

Last Updated Time : 05 Feb 26, 08:34 am

Investment Rating: 4.3

Stock Code SBIN Market Cap 9,85,876 Cr. Current Price 1,068 ₹ High / Low 1,090 ₹
Stock P/E 13.8 Book Value 561 ₹ Dividend Yield 1.49 % ROCE 6.37 %
ROE 17.3 % Face Value 1.00 ₹ DMA 50 1,003 ₹ DMA 200 904 ₹
Chg in FII Hold 0.77 % Chg in DII Hold -0.61 % PAT Qtr 16,666 Cr. PAT Prev Qtr 19,160 Cr.
RSI 61.2 MACD 17.7 Volume 76,77,292 Avg Vol 1Wk 1,30,01,334
Low price 680 ₹ High price 1,090 ₹ PEG Ratio 0.45 Debt to equity 12.0
52w Index 94.7 % Qtr Profit Var -9.09 % EPS 83.1 ₹ Industry PE 7.88

📊 Analysis: SBIN (State Bank of India) presents strong fundamentals with ROE at 17.3% and EPS at 83.1 ₹, making it a compelling candidate for long-term investment. The P/E of 13.8 is slightly above the industry average of 7.88, but the PEG ratio of 0.45 indicates undervaluation relative to growth. Dividend yield of 1.49% adds passive income potential. Technical support lies around 1,000 ₹ (DMA 50) and 900 ₹ (DMA 200). The ideal entry zone is 950–1,020 ₹ for margin of safety. For existing holders, a 3–5 year horizon is favorable, with partial profit booking near 1,080–1,100 ₹ resistance if valuations stretch.

✅ Positive

  • Large market cap of 9,85,876 Cr. ensures financial stability.
  • High ROE of 17.3% supports long-term compounding.
  • PEG ratio of 0.45 indicates attractive valuation relative to growth.
  • Dividend yield of 1.49% provides steady income.
  • FII holdings increased by 0.77%, showing foreign investor confidence.

⚠️ Limitation

  • ROCE at 6.37% is relatively weak compared to ROE.
  • Debt-to-equity ratio of 12.0 highlights leverage risk typical of banks.
  • DII holdings decreased by -0.61%, showing reduced domestic confidence.
  • Quarterly profit variation at -9.09% indicates earnings volatility.

📉 Company Negative News

  • Sequential decline in quarterly PAT (16,666 Cr. vs 19,160 Cr.).
  • High leverage structure may limit flexibility in downturns.

📈 Company Positive News

  • Consistent long-term profitability with strong EPS (83.1 ₹).
  • Improved foreign institutional participation.
  • Stock trading near 52-week high (94.7% of range), reflecting investor optimism.

🏭 Industry

  • Banking sector remains a backbone of India’s economy.
  • Industry P/E at 7.88 suggests SBIN trades at a premium, justified by scale and leadership.
  • Structural drivers: credit growth, digital banking adoption, and rising retail participation.

🔎 Conclusion

SBIN earns a rating of 4.3 due to strong ROE, undervaluation on PEG, and stable dividend yield. Long-term investors can consider entry in the 950–1,020 ₹ zone for margin of safety. Current holders should maintain a 3–5 year horizon, with partial profit booking near 1,080–1,100 ₹ resistance. Despite leverage risks, SBIN remains a solid candidate for long-term compounding in the banking sector.

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