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BEES4.SA B3 (São Paulo) Banks

Banestes SA Banco do Estado do Espirito Santo

$8,76
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Mcap
P/E
EV / Rev
Div yield
8,86 %
Op margin
ROE
22,2 %
Net margin
-29,6 %
Debt / equity
4,06
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Banestes S.A. Banco do Estado do Espírito Santo is a Brazilian bank that provides a range of financial services, including retail and corporate banking, asset management, and investment services.

Business. Banestes SA Banco do Estado do Espirito Santo is a bank headquartered in the state of Espírito Santo, Brazil, operating within the Banking & Investment Services industry. The company generates revenue primarily through interest income, consistent with standard banking operations. It is listed on the B3 (São Paulo) stock exchange under the ticker symbol BEES4.SA. Specific details regarding operating segments or geographic revenue breakdowns are not available.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryBanks
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
22,2 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BEES4.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BEES4.SA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • DividendDividend USD 1.75/sh2026-09-25 · Bank of America (BAC)
    • EarningsQ3 2026 earnings (expected)2026-10-13 · estimated · JPMorgan Chase (JPM)
    • EarningsQ3 2026 earnings (expected)2026-10-13 · estimated · Citigroup (C)
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Banestes SA Banco do Estado do Espirito Santo is a bank headquartered in the state of Espírito Santo, Brazil, operating within the Banking & Investment Services industry. The company generates revenue primarily through interest income, consistent with standard banking operations. It is listed on the B3 (São Paulo) stock exchange under the ticker symbol BEES4.SA. Specific details regarding operating segments or geographic revenue breakdowns are not available.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryBanks
    AI synthesis
    GENERATED

    ### Capital Structure and Liquidity Banestes has a debt-to-equity ratio of 4.06, indicating a high level of leverage. The company's liquidity is assessed as medium, with a negative net cash position after subtracting total debt. Free cash flow stands at 222.222 million BRL, which is a positive sign for short-term liquidity.

    ### Profitability and Returns The company's return on equity (ROE) is 22.25%, which is strong and suggests efficient use of shareholders' equity. However, the return on assets (ROA) is only 1.35%, indicating that the company is not generating high returns relative to its total assets. This discrepancy may reflect the high leverage in the capital structure.

    ### Segments and Geographic Exposure Banestes operates primarily in Brazil, with a focus on retail and corporate banking. The company's revenue is concentrated in the domestic market, and there is no significant international exposure reported in the available data.

    ### Growth Trajectory Banestes reported a net income of 536.693 million BRL, despite a negative revenue of -1.813 billion BRL. This suggests that the company is managing costs effectively or benefiting from non-operating income. However, the negative revenue and operating cash flow of -291.442 million BRL raise concerns about the sustainability of this performance.

    ### Risk Factors The company faces medium liquidity risk due to its high debt levels and negative net cash position. The risk of dilution is assessed as low, but the high leverage could increase financial risk in a downturn. The capital expenditure of -201.199 million BRL indicates ongoing investment in the business.

    ### Recent Events Recent filings and transcripts do not indicate any major events that would significantly impact the company's financial position or strategy.

    Key takeaways
    • Banestes has a strong return on equity (22.25%) but a weak return on assets (1.35%), indicating high leverage.
    • The company's liquidity is medium, with a negative net cash position after subtracting total debt.
    • Revenue is negative, but net income is positive, suggesting effective cost management or non-operating income.
    • The company is highly leveraged, with a debt-to-equity ratio of 4.06.
    • Banestes operates primarily in Brazil, with no significant international exposure.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $8,76
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $2.41B
    Net cash
    -$9.80B
    Current ratio
    Debt / equity
    4.1
    ROA
    1.4%
    ROE
    22.2%
    Cash conversion
    -54.0%
    CapEx / revenue
    11.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Net Margin-29,6 %Bottom quartile
    ROE22,2 %Best in class
    Capex / Rev11,1 %Best in class
    D/E4,06Bottom quartile
    Cash Conv-0,54Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Banestes SA Banco do Estado do Espirito Santo Market data — financials · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BEES4.SACanonical
    B3 (São Paulo) · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    BEES4JPMBACCBanks
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage