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Oversea-Chinese Banking Corporation Limited (O39) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Oversea-Chinese Banking Corporation Limited

O39Market cap $106BPrice $23.7

Country🇸🇬Singapore

SectorFinancials

IndustryBanks

Operates one of Southeast Asia's largest banks, serving 19 million customers across 19 countries. Controls nearly 30% of Singapore's banking market and processes over $1 trillion in trade financing annually.

In Bastion Portfolios?

52W Return+88%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+11%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+9%–

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+10%7

EPS Growth Y+2+8%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin0%6

Net Income Margin54%10

Free Cash Flow Margin-475%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE13%6

ROA1%3

Earnings Stability1010

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)165

P/E Ratio (Forward 3y)155

P/BV2.07

EV Multiples

EV/EBITDA Fwd05

EV/EBIT Fwd05

Yield

Free Cash Flow Yield0.0%7

Dividend Yieldna–

Momentum

Short term

1 month return-4%5

3 month return+15%9

YTD return+60%10

Mid term

Price vs 52wHigh93%9

1 year return+87%10

Long term

3 year return+177%9

5 year return+242%9

Risk Shield

Price Risk

Beta0.48

Volatility19%10

Free Cash Flow

Free Cash Flow Margin-475%1

Free Cash Flow Yield0.0%7

Quality

ROCE4%3

Earnings Stability1010

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

O39Oversea-Chinese Banking Corporation

Revenue FY25$10.9B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+9%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+10%7

EPS growth, FY27E+8%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 9%/yr).

WATCH

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 11%/yr over the last 3 years and is set to keep growing around 9%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here.

03Price Momentum

Is the market behind it right now?

O39Oversea-Chinese Banking Corporation

Total return Current445%

Price return Current284%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return+15%9

YTD return+60%10

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+87%10

3-year return+177%9

5-year return+242%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +177% over three years and +242% over five, ahead of 80% of the market.

It's up 87% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+15%) and so far this year (+60%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on OCBC. 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?

O39Oversea-Chinese Banking Corporation

Revenue FY25$10.9B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+9%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+10%7

EPS growth, FY27E+8%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 9%/yr).

WATCH

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 11%/yr over the last 3 years and is set to keep growing around 9%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here.

03Price Momentum

Is the market behind it right now?

O39Oversea-Chinese Banking Corporation

Total return Current445%

Price return Current284%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return+15%9

YTD return+60%10

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+87%10

3-year return+177%9

5-year return+242%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +177% over three years and +242% over five, ahead of 80% of the market.

It's up 87% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+15%) and so far this year (+60%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on OCBC. 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