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BNP Paribas (ENXTPA:BNP) Valuation Check After Strong Multi Year Shareholder Returns

Simply Wall St · 4d ago

BNP Paribas (ENXTPA:BNP) has drawn investor attention after recent share price moves, with the stock last closing at €81.92. You might be asking how that level stacks up against its fundamentals.

See our latest analysis for BNP Paribas.

Recent trading has been positive, with a 1-day share price return of 1.40% and a 30-day share price return of 8.66%, while the 1-year total shareholder return of 50.19% and 5-year total shareholder return of 157.65% point to strong underlying momentum.

If BNP Paribas has you rethinking your financials exposure, it could be a good moment to see how it compares with other solid balance sheet and fundamentals stocks screener (None results).

With BNP Paribas trading at €81.92, some metrics hint at a potential discount to both analyst targets and certain intrinsic estimates. The key question is whether there is still an opportunity here or if the market is already pricing in future growth.

Most Popular Narrative: 7.6% Undervalued

The most followed narrative sets fair value at €88.66 versus the last close of €81.92, framing BNP Paribas as modestly cheaper than its implied worth.

The integration of AXA IM and HSBC WM Germany, alongside ongoing expansion in high-growth markets (notably Turkey and Poland), is set to significantly broaden BNP Paribas's distribution network and wealth management capabilities, directly increasing fee-based revenue and supporting long-term earnings growth through enhanced client acquisition and cross-selling opportunities.

Read the complete narrative.

Curious what earnings trajectory and profit margins sit behind that valuation gap, and how much multiple expansion is baked into the 2028 picture? The narrative connects steady top line growth, slightly higher profitability, and a richer future P/E into one tight set of assumptions that readers often underestimate at first glance.

Result: Fair Value of €88.66 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, the picture could look very different if Eurozone growth and regulation keep pressure on margins, or if digital rivals win away clients faster than expected.

Find out about the key risks to this BNP Paribas narrative.

Build Your Own BNP Paribas Narrative

If you see the story differently, or would rather work from the raw numbers yourself, you can shape a custom view in minutes with Do it your way.

A great starting point for your BNP Paribas research is our analysis highlighting 4 key rewards and 4 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If BNP Paribas has sharpened your interest, do not stop there. Broaden your watchlist with a few focused stock ideas tailored to different styles of opportunity.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.