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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.79
SAN's Cash to Debt is ranked higher than
71% of the 1272 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 1.10 vs. SAN: 0.79 )
SAN' s 10-Year Cash to Debt Range
Min: 0.05   Max: No Debt
Current: 0.79

Equity to Asset 0.06
SAN's Equity to Asset is ranked lower than
52% of the 1588 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 0.10 vs. SAN: 0.06 )
SAN' s 10-Year Equity to Asset Range
Min: 0.04   Max: 0.29
Current: 0.06

0.04
0.29
Interest Coverage No Debt
SAN's Interest Coverage is ranked higher than
99% of the 1357 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 1.13 vs. SAN: No Debt )
SAN' s 10-Year Interest Coverage Range
Min: 0.04   Max: 9999.99
Current: No Debt

0.04
9999.99
F-Score: 3
Z-Score: 0.10
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Revenue Growth (%) -100.00
SAN's Revenue Growth (%) is ranked lower than
55% of the 1284 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 1.00 vs. SAN: -100.00 )
SAN' s 10-Year Revenue Growth (%) Range
Min: -100   Max: 31.5
Current: -100

-100
31.5
EBITDA Growth (%) -46.90
SAN's EBITDA Growth (%) is ranked higher than
50% of the 1124 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 7.20 vs. SAN: -46.90 )
SAN' s 10-Year EBITDA Growth (%) Range
Min: -46.9   Max: 30.2
Current: -46.9

-46.9
30.2
EPS Growth (%) -34.70
SAN's EPS Growth (%) is ranked higher than
51% of the 1103 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 9.50 vs. SAN: -34.70 )
SAN' s 10-Year EPS Growth (%) Range
Min: -40.4   Max: 28.2
Current: -34.7

-40.4
28.2
» SAN's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

SAN Guru Trades in Q1 2013

Murray Stahl 10,410 sh (New)
Jim Simons 1,117,498 sh (+6104.88%)
Ken Fisher 687,626 sh (+37.67%)
David Dreman 642,919 sh (-3.7%)
» More
Q2 2013

SAN Guru Trades in Q2 2013

David Dreman 741,667 sh (+15.36%)
Murray Stahl 10,716 sh (+2.94%)
Ken Fisher 616,088 sh (-10.4%)
Jim Simons 415,098 sh (-62.85%)
» More
Q3 2013

SAN Guru Trades in Q3 2013

Steven Cohen 44,362 sh (New)
Murray Stahl 21,240 sh (+98.21%)
David Dreman 808,062 sh (+8.95%)
Ken Fisher 627,674 sh (+1.88%)
Jim Simons Sold Out
» More
Q4 2013

SAN Guru Trades in Q4 2013

Murray Stahl 31,357 sh (+47.63%)
Ken Fisher 641,356 sh (+2.18%)
David Dreman 594,446 sh (-26.44%)
Steven Cohen 16,700 sh (-62.36%)
» More
» Details

Insider Trades

Latest Guru Trades with SAN

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2013-12-31 Reduce -26.44%0.16%$8.37 - $9.29 $ 9.6310%594446
David Dreman 2012-06-30 Add 42.3%0.03%$5.22 - $87.56 $ 9.63-43%587850
Bruce Berkowitz 2011-12-31 Sold Out 0.05%$6.8 - $9.11 $ 9.6323%0
Bruce Berkowitz 2011-09-30 New Buy0.05%$7.38 - $11.53 $ 9.634%510000
Bruce Berkowitz 2011-06-30 Sold Out 0.09%$10.66 - $12.48 $ 9.63-17%0
David Dreman 2011-06-30 Add 42.47%0.02%$10.66 - $12.48 $ 9.63-17%321616
Bruce Berkowitz 2011-03-31 Reduce -76.32%0.29%$9.74 - $12.69 $ 9.63-18%1122500
David Dreman 2011-03-31 Add 40.06%0.01%$9.74 - $12.69 $ 9.63-18%225736
Mario Gabelli 2011-03-31 Sold Out $9.74 - $12.69 $ 9.63-18%0
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Banco Santander SA

Tweedy Browne Comments on Banco Santander - Jul 23, 2013

Although Banco Santander Spain (SAN) is a significant shareholder of Banco Santander Brasil, the Brazilian bank is an independently listed subsidiary with its own management team, board of directors, and capital base. At purchase, Banco Santander Brasil was trading at a discount from book value, below 10 times 20 13 estimated earnings, and had a dividend yield of approximately 5%. It has a strong capital position (underleveraged), high net interest margins, and among its three local competitors, it has the highest consumer exposure to the rapidly growing middle class in Brazil. While the company has traded down since our initial purchase, we think largely due to the general sell-off in the emerging markets and the demonstrations in Brazil, we are very positive about the longer term prospects for the company.

From Tweedy Browne's second quarter 2013 investor letter.
Check out Tweedy Browne latest stock trades

Top Ranked Articles about Banco Santander SA

Tweedy Browne Comments on Banco Santander
Although Banco Santander Spain (SAN) is a significant shareholder of Banco Santander Brasil, the Brazilian bank is an independently listed subsidiary with its own management team, board of directors, and capital base. At purchase, Banco Santander Brasil was trading at a discount from book value, below 10 times 20 13 estimated earnings, and had a dividend yield of approximately 5%. It has a strong capital position (underleveraged), high net interest margins, and among its three local competitors, it has the highest consumer exposure to the rapidly growing middle class in Brazil. While the company has traded down since our initial purchase, we think largely due to the general sell-off in the emerging markets and the demonstrations in Brazil, we are very positive about the longer term prospects for the company. Read more...
My Three Favorite Latin America Stocks With Good Dividends And Cheap Valuation
Yesterday I published a list of the best-yielding Asian dividend stocks with a low forward price to earnings ratio. Today I'd like to take a look at stocks in the Latin America region. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 30.50
SAN's P/E(ttm) is ranked lower than
62% of the 1451 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 13.60 vs. SAN: 30.50 )
SAN' s 10-Year P/E(ttm) Range
Min: 3.3   Max: 285.91
Current: 30.5

3.3
285.91
P/B 1.10
SAN's P/B is ranked higher than
66% of the 1479 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 1.10 vs. SAN: 1.10 )
SAN' s 10-Year P/B Range
Min: 0.43   Max: 2.18
Current: 1.1

0.43
2.18
P/S 0.50
SAN's P/S is ranked higher than
98% of the 1638 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 2.80 vs. SAN: 0.50 )
SAN' s 10-Year P/S Range
Min: 0.5   Max: 3.63
Current: 0.5

0.5
3.63
EV-to-EBIT 200.00
SAN's EV-to-EBIT is ranked lower than
76% of the 1447 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 15.51 vs. SAN: 200.00 )
SAN' s 10-Year EV-to-EBIT Range
Min: 0.5   Max: 392.7
Current: 200

0.5
392.7
Shiller P/E 7.00
SAN's Shiller P/E is ranked higher than
94% of the 841 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 16.71 vs. SAN: 7.00 )
SAN' s 10-Year Shiller P/E Range
Min: 3.58   Max: 23.3
Current: 7

3.58
23.3

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 6.60
SAN's Dividend Yield is ranked higher than
96% of the 1312 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 2.40 vs. SAN: 6.60 )
SAN' s 10-Year Dividend Yield Range
Min: 2.45   Max: 14.5
Current: 6.6

2.45
14.5
Dividend Payout 1.37
SAN's Dividend Payout is ranked lower than
56% of the 1147 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 0.31 vs. SAN: 1.37 )
SAN' s 10-Year Dividend Payout Range
Min: 0.21   Max: 51
Current: 1.37

0.21
51
Dividend growth (3y) -4.20
SAN's Dividend growth (3y) is ranked higher than
66% of the 809 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 4.20 vs. SAN: -4.20 )
SAN' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 42.6
Current: -4.2

0
42.6
Yield on cost (5-Year) 5.24
SAN's Yield on cost (5-Year) is ranked higher than
81% of the 1327 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 2.66 vs. SAN: 5.24 )
SAN' s 10-Year Yield on cost (5-Year) Range
Min: 1.95   Max: 11.52
Current: 5.24

1.95
11.52
Share Buyback Rate -8.00
SAN's Share Buyback Rate is ranked higher than
59% of the 1170 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: -2.70 vs. SAN: -8.00 )
SAN' s 10-Year Share Buyback Rate Range
Min: 7.3   Max: -20
Current: -8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.60
SAN's Price/Tangible Book is ranked higher than
51% of the 1380 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 1.20 vs. SAN: 1.60 )
SAN' s 10-Year Price/Tangible Book Range
Min: 0.49   Max: 6.9
Current: 1.6

0.49
6.9
Price/DCF (Projected) 0.40
SAN's Price/DCF (Projected) is ranked higher than
90% of the 902 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 0.60 vs. SAN: 0.40 )
SAN' s 10-Year Price/DCF (Projected) Range
Min: 0.18   Max: 3.16
Current: 0.4

0.18
3.16
Price/Median PS Value 1.10
SAN's Price/Median PS Value is ranked higher than
50% of the 1493 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 1.00 vs. SAN: 1.10 )
SAN' s 10-Year Price/Median PS Value Range
Min: 0.35   Max: 2.28
Current: 1.1

0.35
2.28
Price/Graham Number 1.80
SAN's Price/Graham Number is ranked lower than
67% of the 1365 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 0.90 vs. SAN: 1.80 )
SAN' s 10-Year Price/Graham Number Range
Min: 0.48   Max: 2.5
Current: 1.8

0.48
2.5
Earnings Yield (Greenblatt) 0.50
SAN's Earnings Yield (Greenblatt) is ranked lower than
65% of the 1411 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 6.40 vs. SAN: 0.50 )
SAN' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.3   Max: 202.9
Current: 0.5

0.3
202.9
Forward Rate of Return (Yacktman) -21.88
SAN's Forward Rate of Return (Yacktman) is ranked lower than
55% of the 1102 Companies
in the Global Banks - Regional - Europe industry.

( Industry Median: 14.77 vs. SAN: -21.88 )
SAN' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -86.6   Max: 24.2
Current: -21.88

-86.6
24.2

Business Description

Industry: Banks » Banks - Regional - Europe
Compare:LSE:0IKH, LSE:0H32, LSE:0O84, LSE:0GUX, LSE:0O55 » details
Traded in other countries:BCDRF.USA, SAN.Spain, SANT.Italy, SANTA.Netherlands, BNC.UK, SANT.Portugal, BSD2.Germany, BSDK.Germany
Banco Santander SA offers retail, commercial, private banking and asset management services. The company operates in Spain, the UK, Portugal, Europe, Brazil, Latin American countries and the US.

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