Everything tagged "financials" across research, earnings, and macro.
40 articles
BBVA combines double-digit earnings growth, strong capital, and shareholder returns with a valuation that still looks reasonable. The report argues the bank merits a Buy as Spain and Mexico continue to drive results.
Mastercard’s network moat is still widening, with services now 40.6% of revenue and double-digit growth across cross-border, processing, and value-added solutions. The stock is high quality but not cheap, so the case rests on durable compounding rather than valuation upside.
Bank of Hawaii looks like a quality regional bank with improving earnings, rising net interest margin, and clean credit. The stock appears close to fair value, making it more of a selective Buy on pullbacks than a deep-value opportunity.
State Street looks like a solid medium-term Buy as record scale, improving fee mix, and operating leverage support earnings growth. The stock still trades at a reasonable multiple despite stronger revenue, margin, and capital-return trends.
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