Macquarie Group MQG.AX
Macquarie Group is an investment bank and diversified financial services group, with businesses ranging from investment banking and capital markets to infrastructure asset management and commodities trading. Macquarie Group shows moderate financial health (4.32) with strong operating margins (28.36%) and revenue growth of 5.80%, although its valuation is demanding (P/E 25.23) and its ROE of 11.21% is not exceptional.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Macquarie Group is an investment bank and diversified financial services group, with businesses ranging from investment banking and capital markets to infrastructure asset management and commodities trading. Macquarie Group shows moderate financial health (4.32) with strong operating margins (28.36%) and revenue growth of 5.80%, although its valuation is demanding (P/E 25.23) and its ROE of 11.21% is not exceptional.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.0 |
| Quality / Moat | 8.0 |
| Valuation | 2.2 |
| Growth | 5.7 |
| Dividend | 6.6 |
| Momentum | 6.7 |
| Risk & Context | 6.6 |
OVERALL SCORE: 5.5/10
Context and risks
The rise in 10-year Treasury yields (5.17%) and the ECB's rate hike increase the cost of funding for Macquarie's trading and infrastructure activities, which rely on leverage. However, its geographic and business diversification mitigates the impact, and a potential Fed rate cut in the US could benefit its operations.
News considered in the analysis
- Financial Services Roundup: Market Talk — Ruido de mercado sin información específica sobre Macquarie.
- Qualitas Energy acquires Cero Generation’s core European platform from Macquarie Group — Desinversión de un activo no estratégico; libera capital y simplifica el portafolio, aunque el impacto en beneficios es moderado.
- Macquarie Group (ASX:MQG) Provides $100 Million Asset Backed Facility — Nueva facilidad de financiación que amplía su capacidad de préstamo; señal de crecimiento en su negocio de financiación estructurada.
- Macquarie upgrades BYD Electronic on AI infrastructure growth outlook — Noticia sobre una participada (BYD Electronic) que no afecta directamente a los fundamentales de Macquarie.
- Macquarie Group (ASX:MQG) Provides $100 Million Asset Backed Facility — Nueva facilidad de financiación que amplía su capacidad de préstamo; señal de crecimiento en su negocio de financiación estructurada.
Verdict: Hold; diversification and infrastructure asset management offer stability, but the valuation does not provide a margin of safety.
Main risk: The main risk is exposure to capital markets and commodities trading, which are sensitive to volatility and changes in interest rates, as seen with the recent rise in yields.
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