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Stock Analysis & ValuationCaisse Régionale de Crédit Agricole Mutuel Brie Picardie Société coopérative (CRBP2.PA)

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Previous Close
29.68
Sector Valuation Confidence Level
High
Valuation methodValue, Upside, %
Artificial intelligence (AI)69.53134
Intrinsic value (DCF)37.5927
Graham-Dodd Method108.59266
Graham Formula38.2929

Strategic Investment Analysis

Company Overview

Caisse Régionale de Crédit Agricole Mutuel Brie Picardie Société coopérative (CRBP2.PA) is a regional cooperative bank operating under the Crédit Agricole Group, one of France's largest banking networks. Headquartered in Amiens, France, the bank provides a comprehensive suite of financial services, including savings products, life insurance, consumer credit, payment solutions, and property and casualty insurance. Catering to individuals, farmers, professionals, businesses, and public authorities, CRBP2.PA plays a vital role in supporting regional economic development. As part of the Crédit Agricole S.A. network, it benefits from a strong cooperative banking model, ensuring stability and customer-centric services. The bank's focus on agricultural and regional financing distinguishes it within the competitive French banking sector. With a market capitalization of approximately €367 million, CRBP2.PA remains a key player in France's regional banking landscape, emphasizing mutual cooperation and long-term client relationships.

Investment Summary

CRBP2.PA presents a stable investment opportunity within the regional banking sector, supported by its affiliation with the Crédit Agricole Group. The bank's cooperative structure provides resilience against economic fluctuations, as evidenced by its low beta (0.544), indicating lower volatility compared to the broader market. With a solid net income of €199.18 million and a diluted EPS of €3.74, the bank demonstrates profitability. However, negative operating cash flow (-€1.94 billion) raises concerns about liquidity management, though this may be offset by its strong capital position (€321.78 million in cash and equivalents). The dividend yield, with a payout of €1.09 per share, adds appeal for income-focused investors. Risks include exposure to regional economic conditions and competitive pressures from larger national and digital banks.

Competitive Analysis

CRBP2.PA operates in a highly competitive French banking sector dominated by large national banks and digital disruptors. Its primary competitive advantage lies in its regional focus and cooperative model, fostering deep customer relationships and loyalty, particularly among agricultural and small business clients. As part of the Crédit Agricole network, it benefits from shared resources, brand recognition, and economies of scale, though it remains smaller in scale compared to its parent company. The bank's emphasis on personalized service and community engagement differentiates it from larger, more impersonal competitors. However, its regional concentration limits geographic diversification, making it vulnerable to localized economic downturns. Digital banking adoption remains a challenge, as CRBP2.PA must balance traditional service models with the growing demand for online and mobile banking solutions. Its lack of total debt is a strength, but the negative operating cash flow suggests potential inefficiencies in liquidity management. Overall, CRBP2.PA's niche positioning and cooperative ethos provide stability but may limit aggressive growth opportunities in a rapidly evolving financial landscape.

Major Competitors

  • Crédit Agricole S.A. (ACA.PA): Crédit Agricole S.A. is the parent company of CRBP2.PA and one of France's largest banking groups. It offers a broader range of financial services, including international banking, asset management, and investment banking. While CRBP2.PA benefits from its affiliation, it lacks the scale and diversification of its parent. Crédit Agricole S.A.'s global reach and stronger digital capabilities give it a competitive edge, though its centralized structure may reduce local responsiveness compared to CRBP2.PA's regional focus.
  • BNP Paribas (BNP.PA): BNP Paribas is a leading French multinational bank with a strong retail, corporate, and investment banking presence. Its extensive digital banking platform and international operations overshadow CRBP2.PA's regional offerings. BNP Paribas' larger scale and innovation capabilities pose a significant competitive threat, though CRBP2.PA's cooperative model and local expertise provide a niche advantage in its home region.
  • Société Générale (GLE.PA): Société Générale is another major French bank with a diversified portfolio, including retail banking, financial services, and investment solutions. Its advanced digital tools and broader product range attract a wider customer base, but CRBP2.PA's regional specialization and cooperative ethos appeal to clients seeking personalized, community-oriented banking services. Société Générale's larger balance sheet and global presence, however, make it a formidable competitor.
  • UniCredit S.p.A. (LYX.MI): UniCredit is a pan-European banking group with significant operations in France. Its cross-border capabilities and extensive retail network challenge CRBP2.PA's regional dominance. While UniCredit offers more diversified financial products, CRBP2.PA's local expertise and cooperative structure provide a competitive niche, particularly in agricultural and SME financing.
  • KBC Group NV (KBC.BR): KBC Group operates in multiple European markets, including France, offering integrated banking-insurance services. Its digital-first approach and strong cross-selling capabilities pose a challenge to CRBP2.PA's traditional model. However, KBC's limited regional presence in France compared to CRBP2.PA's deep local roots may limit its competitiveness in specific markets.
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