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).

Aareal Bank

ARL
Germany · EuropeRegulated by BaFinLatest: 2025-Q4
23LOW

CET1 Ratio

16.40%

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$9.3B

+1.10% QoQ growth

Total Loan Book

$14.5B

-4.6% YoY growth

Leverage Ratio

4.70%

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 Estate88.0%
Consumer1.0%
SME / C&I4.0%
Other7.0%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2025-Q4latest16.40%4.70%$9.3B$14.5B-4.6%+1.10%88.0%1.0%4.0%23
2025-Q316.60%4.80%$9.2B$14.6B-4.6%+1.10%88.0%1.0%4.0%19
2025-Q216.80%4.90%$9.1B$14.8B-2.6%+1.10%88.0%1.0%4.0%19
2025-Q117.00%5.00%$9.0B$15.0B-1.3%+1.10%87.0%1.0%4.0%16
2024-Q417.20%5.10%$8.9B$15.2B-2.6%+1.10%87.0%1.0%4.0%16
2024-Q317.50%5.20%$8.8B$15.3B-1.3%+1.10%87.0%1.0%4.0%16
2024-Q217.80%5.30%$8.7B$15.4B0.0%+1.20%87.0%1.0%4.0%16
2024-Q118.10%5.40%$8.6B$15.5B+2.0%+1.20%86.0%1.0%4.0%16
2023-Q418.40%5.50%$8.5B$15.6B+3.1%+1.20%86.0%1.0%4.0%15
2023-Q318.60%5.60%$8.4B$15.5B+3.5%+1.20%86.0%1.0%5.0%15
2023-Q218.80%5.70%$8.3B$15.4B+3.9%+2.50%85.0%1.0%5.0%15
2023-Q119.20%5.80%$8.1B$15.2B+4.2%+0.30%85.0%1.0%5.0%13

AI Investment Memo

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

Score: 23/100·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

23/100 —LOW

Live score · base 21 pts +2 macro adj

Capital Pressure5/40

CET1 16.40% — well above management threshold

+0

-4.40pp headroom above 8% regulatory floor

+0

Leverage ratio 4.70% — moderate constraint

+5
Loan Book Growth9/30

Loan book grew -4.6% YoY

+0

RWA grew 1.1% QoQ

+4

CRE: 88%, Lev.Loans: 0%, max(Consumer/SME): 4%

+5
Historical SRT0/25

No prior SRT deals on record

+0
Macro Context7/10

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

+7
Small Bank

<$50B total assets — typically too small for SRT market access

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

Sentiment +6/20 · global +2 pts

Overall SRT likelihood23/100