Seeking Alpha
01 Jul 2026, 21:54 UTC · 16w ago
Bradesco: The ROAE Spread Is Turning Positive Again
Impact · against what's priced in
Bradesco is seeing a fundamental recovery in profitability and credit quality that creates a disconnect with its recent share price pullback. The return of a positive ROAE spread over the Selic rate suggests a potential valuation re-rating.
- BBDC4+0.60
No priced-in read yet
- In context
The return of ROAE above the Selic hurdle rate and positive NII momentum indicate an operating recovery that is not currently reflected in the stock's recent pullback.
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