KBCA Stock Analysis: KBC Ancora | BR

Asset Management | BR, Belgium | Market Cap: 6.400m EUR | 12M Return: 45.2% | Charts, Fundamentals & Technical Analysis

Banking, Insurance, Asset Management, Investment Holding
Total Rating 47
Safety 50
Buy Signal 0.05
Asset Management
Industry Rotation: +0.7
Market Cap: 7.30B
Avg Turnover: 4.93M
Risk 3d forecast
Volatility19.3%
VaR 5th Pctl3.33%
VaR vs Median4.89%
Reward TTM
Sharpe Ratio1.49
Rel. Str. IBD77.4
Rel. Str. Peer Group57.7
Character TTM
Beta0.595
Beta Downside0.228
Hurst Exponent0.415
Drawdowns 3y
Max DD20.24%
CAGR/Max DD1.68
CAGR/Mean DD9.20

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.7% 17
Feb -2.5% 14
Mar -2.4% 37
Apr -0.3% 26
May +0.1% 5
Jun -0.9% 25
Jul +0.0% 8
Aug -2.0% 21
Sep +2.7% 10
Oct -1.7% 32
Nov -0.1% 8
Dec +2.8% 13

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: KBCA KBC Ancora

KBC Ancora SA is a Belgian holding company whose sole purpose is to maintain and manage a significant participating interest in KBC Group SA, the listed Belgian banking and insurance group. The company is based in Leuven, was incorporated in 1998, and operates as a subsidiary of Cera S.C.R.L., a cooperative that anchors ownership in the KBC Group. This structure is typical of European cooperative-style banking groups, where a dedicated vehicle is used to coordinate and stabilize the shareholding of the operating bank-insurance company. KBC Ancora itself does not carry out banking activities; its performance is therefore directly linked to the value and dividends of its stake in KBC Group.

Headlines to Watch Out For
  • KBC Group net interest income pressured by ECB rate cuts
  • Czech and Slovak banking subsidiaries drive CEE profit growth
  • Annual dividend distribution from KBC Group supports KBC Ancora capital returns
Piotroski VR-10 (Strict) 3.5
Net Income: 315.9m TTM > 0 and > 6% of Revenue
FCF/TA: 0.09 > 0.02 and ΔFCF/TA -1.74 > 1.0
NWC/Revenue: 32.63% < 20% (prev 15.22%; Δ 17.41% < -1%)
CFO/TA 0.09 > 3% & CFO 319.3m > Net Income 315.9m
Net Debt (-5.65m) to EBITDA (74.8m): -0.08 < 3
Current Ratio: 475.9 > 1.5 & < 3
Outstanding Shares: last quarter (77.0m) vs 12m ago 0.00% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 8.77% > 50% (prev 10.33%; Δ -1.55% > 0%)
Interest Coverage Ratio: 18.26 > 6 (EBIT TTM 74.8m / Interest Expense TTM 4.10m)
Altman Z'' 10.00
A: 0.03 (Total Current Assets 105.7m - Total Current Liabilities 222k) / Total Assets 3.71b
B: 0.02 (Retained Earnings 74.5m / Total Assets 3.71b)
C: 0.02 (EBIT TTM 74.8m / Avg Total Assets 3.68b)
D: 35.12 (Book Value of Equity 3.60b / Total Liabilities 102.6m)
Altman-Z'' = 37.26 = AAA
What is the price of KBCA shares?

As of July 08, 2026, the stock is trading at EUR 83.60 with a total of 65,506 shares traded. Over the past week, the price has changed by +1.83%, over one month by +9.28%, over three months by +21.93% and over the past year by +45.20%.

Current recommended Stop Loss: 81.60 (which is 2.4% or 1.4 ATR below the current price).

Is KBCA a buy, sell or hold?

KBC Ancora has no consensus analysts rating.

KBC Ancora (KBCA) - Fundamental Data Overview as of 03 July 2026
Market Cap USD = 7.30b (6.40b EUR * 1.1405 EUR.USD)
P/E Trailing = 20.219
P/E Forward = 13.7741
P/S = 19.8177
P/B = 1.7548
P/EG = 41.1792
Revenue TTM = 323.1m EUR
EBIT TTM = 74.8m EUR
EBITDA TTM = 74.8m EUR
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = 100.0m EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = -5.65m EUR (calculated: Debt 100.0m - CCE 105.7m)
Enterprise Value = 6.39b EUR (6.40b + Debt 100.0m - CCE 105.7m)
Interest Coverage Ratio = 18.26 (Ebit TTM 74.8m / Interest Expense TTM 4.10m)
EV/FCF = 20.03x (Enterprise Value 6.39b / FCF TTM 319.3m)
FCF Yield = 4.99% (FCF TTM 319.3m / Enterprise Value 6.39b)
FCF Margin = 98.81% (FCF TTM 319.3m / Revenue TTM 323.1m)
Net Margin = 97.75% (Net Income TTM 315.9m / Revenue TTM 323.1m)
 Gross Margin = unknown ((Revenue TTM 323.1m - Cost of Revenue TTM 3.18m) / Revenue TTM)
 Tobins Q-Ratio = 1.73 (Enterprise Value 6.39b / Total Assets 3.71b)
Interest Expense / Debt = 4.10% (Interest Expense 4.10m / Debt 100.0m)
Taxrate = 25.0% (non-US conservative default 25%)
NOPAT = 56.1m (EBIT 74.8m * (1 - 25.00%))
 Current Ratio = 475.9 (out of range, set to none) (Total Current Assets 105.7m / Total Current Liabilities 222k)
 Debt / Equity = 0.03 (Debt 100.0m / totalStockholderEquity, last quarter 3.60b)
Debt / EBITDA = -0.08 (Net Debt -5.65m / EBITDA 74.8m)
Debt / FCF = -0.02 (Net Debt -5.65m / FCF TTM 319.3m)
Total Stockholder Equity = 3.54b (last 4 quarters mean from totalStockholderEquity)
RoA = 8.58% (Net Income 315.9m / Total Assets 3.71b)
RoE = 8.91% (Net Income TTM 315.9m / Total Stockholder Equity 3.54b)
RoCE = 2.02% (EBIT 74.8m / Capital Employed (Total Assets 3.71b - Current Liab 222k))
RoIC = 1.52% (NOPAT 56.1m / Invested Capital 3.69b)
WACC = 7.99% (E(6.40b)/V(6.50b) * Re(8.07%) + D(100.0m)/V(6.50b) * Rd(4.10%) * (1-Tc(0.25)))
Discount Rate = 8.07% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -47.88 | Cagr: -0.72%
[DCF] Terminal Value 73.10% ; FCFF base≈343.2m ; Y1≈301.0m ; Y5≈243.2m
[DCF] Fair Price = 50.76 (EV 3.90b - Net Debt -5.65m = Equity 3.91b / Shares 77.0m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: -67.54 | EPS CAGR: -42.21% | SUE: N/A | # QB: 0
Revenue Correlation: 17.37 | Revenue CAGR: 1.73% | SUE: N/A | # QB: 0
EPS current Year (2026-06-30): EPS=5.25 | Chg30d=+0.00% | Revisions=-25% | GrowthEPS=+28.1% | GrowthRev=+27.8%
EPS next Year (2027-06-30): EPS=5.96 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+13.5% | GrowthRev=+12.2%