National Australia Bank's underlying fiscal 2026 cash profit of AUD 7.1 billion is flat on last year. Revenue increased 6% on strong business lending, but a 5% rise in operating expenses, a near doubling of loan impairment expenses, and weakness in New Zealand absorbed the gain. Shares fell 5%.
Management focus is on the successful, lower-risk, and profitable domestic banking. Economies of scale, pricing power, a strong balance sheet, and high credit ratings provide a robust platform to drive growth.
A slowdown in core earnings growth could come from slower business loan growth, margin compression, falling fee income, and a worse-than-expected loan loss outcome.
Metric | NAB | CBA | ANZ |
|---|---|---|---|
Price/Earnings (Normalized) | 15.25 | 25.14 | 12.61 |
Price/Book Value | 1.92 | 3.55 | 1.69 |
Price/Sales | 5.33 | 9.35 | 5.79 |
Price/Cash Flow | — | — | — |
Metric | NAB | CBA | ANZ |
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | — | — | — |
Metric | NAB | CBA | ANZ |
|---|---|---|---|
Return on Assets (Normalized) | 0.63% | 0.78% | 0.57% |
Return on Equity (Normalized) | 11.43% | 14.04% | 10.66% |
Return on Invested Capital (Normalized) | — | — | — |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co JPM | LOCK|!k!l<%% | LOCK|V!< | $908B | |||
| Bank of America Corp BAC | LOCK|prwhcpr | LOCK|pJ! | $350B | |||
| HSBC Holdings PLC ADR HSBC | LOCK|@hTGNf& | LOCK|Nj<Wl | $308B | |||
| Royal Bank of Canada RY | LOCK|d@!t^^F | LOCK|HQ | $282B | |||
| Wells Fargo & Co WFC | LOCK|##>fg&q | LOCK|G$ | $257B | |||
| Mitsubishi UFJ Financial Group Inc ADR MUFG | LOCK|NGJTxK | LOCK|S!> | $245B | |||
| The Toronto-Dominion Bank TD | LOCK|rXmpz# | LOCK|h% | $203B | |||
| Citigroup Inc C | LOCK|%Cm#<Kq | LOCK|%Vl | $202B | |||
| Banco Santander SA ADR SAN | LOCK|$LG&v^# | LOCK|?$RmS | $182B | |||
| UBS Group AG Registered Shares UBS | LOCK|!yt@z@ | LOCK|!QZK | $150B |
United States