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Macquarie Group Limited (MQG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Macquarie Group Limited

MQGMarket cap $64BPrice $171.8

Country🇦🇺Australia

SectorFinancials

IndustryCapital Markets

Operates as an investment bank and asset manager across 34 markets, specializing in infrastructure and energy deals. Australia's largest investment bank by market cap, financing everything from toll roads to green energy projects globally.

In Bastion Portfolios?

52W Return+20%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+2%4

Revenue Forecast

Rev CAGR (1y)+1%3

Rev CAGR (3y)+3%3

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+7%6

EPS Growth Y+2+3%4

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin0%6

Net Income Margin25%8

Free Cash Flow Margin-165%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE13%6

ROA1%3

Earnings Stability44

GEAR+WEAK16

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)184

P/E Ratio (Forward 3y)174

P/BV2.56

EV Multiples

EV/EBITDA Fwd04

EV/EBIT Fwd04

Yield

Free Cash Flow Yield0.0%6

Dividend Yieldna–

Momentum

Short term

1 month return+1%8

3 month return-1%6

YTD return+25%8

Mid term

Price vs 52wHigh92%9

1 year return+16%7

Long term

3 year return+66%6

5 year return+63%6

Risk Shield

Price Risk

Beta0.94

Volatility24%9

Free Cash Flow

Free Cash Flow Margin-165%1

Free Cash Flow Yield0.0%6

Quality

ROCE4%3

Earnings Stability44

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

MQGMacquarie Group

Revenue FY26$13.5B

GROWTH RATING↗

WEAK25 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%4

Revenue, next 1Y+1%3

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+7%6

EPS growth, FY28E+3%4

EPS growth, FY29E+7%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 2%/yr over the last 3 years and is set to keep growing around 3%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 3%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 75% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MQGMacquarie Group

Total return Current251%

Price return Current149%

MOMENTUM RATING↗

STRONG75 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-1%6

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+16%7

3-year return+66%6

5-year return+63%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 16% over the past year, now 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%) and so far this year (+25%).

WATCH

Average long-term results. Multi-year returns are middling (+66% over three years and +63% over five), roughly average for the market.

Returns sit at the market level over three months (-1%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Macquarie Group Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MQGMacquarie Group

Revenue FY26$13.5B

GROWTH RATING↗

WEAK25 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%4

Revenue, next 1Y+1%3

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+7%6

EPS growth, FY28E+3%4

EPS growth, FY29E+7%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 2%/yr over the last 3 years and is set to keep growing around 3%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 3%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 75% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MQGMacquarie Group

Total return Current251%

Price return Current149%

MOMENTUM RATING↗

STRONG75 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-1%6

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+16%7

3-year return+66%6

5-year return+63%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 16% over the past year, now 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%) and so far this year (+25%).

WATCH

Average long-term results. Multi-year returns are middling (+66% over three years and +63% over five), roughly average for the market.

Returns sit at the market level over three months (-1%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Macquarie Group Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community