SI
Bank Universe

Data source: Metrics for European banks are sourced from 2025 annual reports and ECB/EBA Pillar 3 disclosures. Figures are updated semi-annually as regulatory filings are published — not via real-time API like US banks (FDIC).

Erste Group Bank

EBS
Austria · EuropeRegulated by ECBLatest: 2025-Q4
48MED

CET1 Ratio

14.60%

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$165.6B

+0.80% QoQ growth

Total Loan Book

$261.4B

+3.5% YoY growth

Leverage Ratio

5.50%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2025-Q4

Comm. Real Estate18.0%
Consumer27.0%
SME / C&I38.0%
Other17.0%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2025-Q4latest14.60%5.50%$165.6B$261.4B+3.5%+0.80%18.0%27.0%38.0%48
2025-Q314.40%5.40%$164.3B$259.3B+2.7%+0.90%18.0%27.0%38.0%36
2025-Q214.20%5.30%$162.9B$257.1B+1.8%+0.90%18.0%27.0%38.0%36
2025-Q114.00%5.20%$161.4B$254.8B+0.9%+1.00%18.0%27.0%38.0%36
2024-Q413.80%5.10%$159.8B$252.5B+5.2%+1.30%18.0%27.0%38.0%36
2024-Q314.00%5.20%$157.8B$249.3B+5.1%+1.30%18.0%27.0%37.0%36
2024-Q214.20%5.30%$155.8B$246.2B+5.1%+1.20%18.0%27.0%37.0%36
2024-Q114.40%5.40%$153.9B$243.1B+4.6%+1.20%18.0%26.0%37.0%33
2023-Q414.60%5.50%$152.0B$240.1B+6.6%+1.20%18.0%26.0%37.0%35
2023-Q314.80%5.60%$150.2B$237.1B+6.5%+1.10%18.0%26.0%36.0%35
2023-Q215.00%5.70%$148.5B$234.2B+6.4%+1.20%18.0%26.0%36.0%35
2023-Q115.20%5.80%$146.8B$231.4B+6.2%+0.60%18.0%26.0%36.0%33

AI Investment Memo

Llama will analyze Erste Group Bank across 4 data dimensions and write a structured memo

Score: 48/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks

Score Breakdown

48/100 —MEDIUM

Live score · base 46 pts +2 macro adj

Capital Pressure2/40

CET1 14.60% — large-bank proactive optimisation

+1

-2.60pp headroom above 8% regulatory floor

+0

Leverage ratio 5.50% — near US enhanced SLR floor

+1
Loan Book Growth4/30

Loan book grew 3.5% YoY

+0

RWA grew 0.8% QoQ

+2

CRE: 18%, Lev.Loans: 0%, max(Consumer/SME): 38%

+2
Historical SRT15/25

Bank has previously issued SRT transactions

+15

4 months since last deal — recently completed

+0
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Mid-Size Bank

$50B–$500B total assets — sweet spot: capital pressure + sourcing alpha

+10
Europe regional bonus+8
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood48/100