A Look At ANZ Group Holdings (ASX:ANZ) Valuation After Note Redemption And Singapore Office Consolidation

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A Look At ANZ Group Holdings (ASX:ANZ) Valuation After Note Redemption And Singapore Office Consolidation

Simply Wall St.01-29

ANZ Group Holdings (ASX:ANZ) has drawn fresh attention after announcing the early redemption of A$1.25b in subordinated notes, along with a plan to consolidate its Singapore offices into a single ...

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However, the 1 year and 5 year total shareholder returns of 25.02% and 96.67% point to a stronger...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK7135":"综合性银行","BK7511":"ESG概念","ANZ.AU":"ANZ GROUP HOLDINGS LTD"},"translate_title":"票据赎回和新加坡办事处合并后澳新银行集团控股公司(ASX：ANZ)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANZ.AU":1.5,"DCF":1},"content_text":"ANZ Group Holdings (ASX:ANZ) has drawn fresh attention after announcing the early redemption of A$1.25b in subordinated notes, along with a plan to consolidate its Singapore offices into a single Marina One location. See our latest analysis for ANZ Group Holdings. At a share price of A$36.4, ANZ’s recent corporate moves sit against a background of relatively muted short term share price returns. However, the 1 year and 5 year total shareholder returns of 25.02% and 96.67% point to a stronger longer term story and momentum that has built over time rather than in the last few months. If you are weighing up banks and want a broader view of where capital is moving, it can also be useful to scan aerospace and defense stocks as a very different corner of the market. With ANZ trading around A$36.40, near its analyst price targets but with an indicated intrinsic discount, the real question now is whether the recent strength leaves upside on the table or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 1.5% Overvalued With ANZ Group Holdings closing at A$36.40 against a narrative fair value of A$35.88, the current price sits slightly above that widely followed estimate, putting the focus on the earnings and margin assumptions sitting behind that small gap.  The completion of the Suncorp Bank acquisition is expected to yield larger and earlier synergies than initially planned, enhancing scale and growth in Queensland, which should positively impact revenue and net margins. A significant shift towards a lower cost, dual platform system with ANZ Plus and Transactive aims to improve efficiency, reduce costs, and allow faster roll out of new products, which is projected to increase market share and positively impact net margins.  Read the complete narrative. Curious how that acquisition, those platform shifts and a discount rate of 7.75% combine into one number, A$35.88? The narrative ties together revenue, margins and a higher future earnings multiple in a way the current share price does not fully spell out. If you want to see exactly which earnings and margin path needs to line up for that fair value to hold, the full narrative lays it out step by step. Result: Fair Value of A$35.88 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still the risk that higher regulatory and compliance costs, or delays in extracting Suncorp and tech platform synergies, could challenge that fair value story. Find out about the key risks to this ANZ Group Holdings narrative. Another View: Cash Flows Point To Underpricing While the narrative fair value of A$35.88 suggests ANZ Group Holdings is about 1.5% overvalued at A$36.40, the SWS DCF model paints a different picture. On that approach, ANZ is valued at A$39.20, implying the current price sits roughly 7.2% below estimated future cash flow value. That split between a slightly rich narrative price and a discounted cash flow view raises a practical question for you: which set of assumptions about earnings durability and risk feels closer to reality? Look into how the SWS DCF model arrives at its fair value. ANZ Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out ANZ Group Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 876 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own ANZ Group Holdings Narrative If you would prefer to analyse the numbers yourself or rely on your own research, you can build a personalised ANZ view in just a few minutes with Do it your way. A great starting point for your ANZ Group Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If ANZ is on your radar, do not stop there. The screener can quickly surface other opportunities that might fit how you like to invest.  Scan for potential value opportunities by checking out these 876 undervalued stocks based on cash flows that may align with your return expectations and risk comfort. Tap into long term themes by reviewing these 24 AI penny stocks that could suit you if you are interested in businesses tied to artificial intelligence. Hunt for income ideas through these 13 dividend stocks with yields > 3% that might appeal if you are focusing on yield alongside financial strength.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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