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A value-based case for today's European banks
European bank stocks have enjoyed a multi-year run of strong performance, outpacing the STOXX 50 Index since early 2024 amid increased profitability. Today’s European banks are doing what US banks did from 2013-2019: rebuilding capital, restructuring cost bases, and returning to double-digit returns on equity.
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Yet the sector continues to trade at a meaningful discount to US banks. While the deep-value recovery phase may be behind us, we believe there are a number of compelling reasons why investors should continue to consider these stocks today.
In this article by Robeco’s sister company Boston Partners, we examine the value case for further upside potential, and outline why higher stock prices for European banks today are no reason to reduce exposure.
