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Desk 07 - PSX Equities · Valuation Method

How to value a bank stock in Pakistan, step by step.

In one breath

A bank stock is valued from the balance sheet up: estimate deposits, split them into loans and investments, work out the spread, subtract costs and tax to get net profit and EPS, then apply a price-to-earnings multiple to reach a fair-value range.

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Abdul Ahad
Software engineer. He built this site to answer one question no other tool did in one place: if you invest a set amount today, what would it earn across National Savings, mutual funds and PSX stocks? Every figure comes from official data and is human-checked; the content is AI-assisted.
LinkedIn →  ·  Last updated: 20 June 2026
The four steps, boiled down
  • A bank is valued from the balance sheet up. Estimate deposits, split them into loans and investments, and work out the spread between what the bank earns and what it pays.
  • That spread, minus the cost of running the bank and minus tax, becomes net profit. Divide by the share count and you have earnings per share (EPS).
  • EPS turns into a fair-value estimate when you apply a price-to-earnings (P/E) multiple, then stress-test it with a sensitivity analysis.
  • This is a framework, not a forecast. Every number below is rounded and illustrative; this site does not publish price targets or buy/sell calls.
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Ask most people how they pick a bank stock and the answer is a dividend yield or a gut feeling. A bank is one of the few businesses you can actually model from the ground up, because its raw material is money, and money sits on a single page: the balance sheet. Estimate how much a bank will take in as deposits and what spread it will earn on that money, and you can build its profit, its earnings per share, and a defensible fair-value range, the price the shares would be worth if your assumptions hold.

This walkthrough lays out that method the way a brokerage analyst would, one line at a time. I'll use Meezan Bank (MEBL) as the reference point. It's Pakistan's largest Islamic bank and a stock plenty of retail investors already hold. One thing up front: every rupee figure below is deliberately rounded and illustrative, chosen to show how the arithmetic flows, not to forecast any company. This site does not publish price targets. The goal is that you can build and stress-test your own numbers.

01Why a bank is valued differently

For a normal company you forecast sales, subtract costs, and arrive at profit. A bank is different because both its costs and its revenue come from money. It pays depositors and lenders to raise funds (its cost of funds), then earns a return by lending that money out or investing it in government securities. The difference between the two is the net spread. At a conventional bank that's net interest income; at an Islamic bank like Meezan it's net profit on a profit-and-loss-sharing basis. Either way, it's the engine of the whole business.

So the lever that matters most is the cost of funding, and not all funding costs the same. This is where current accounts earn their reputation as a bank's most prized asset.

Figure 1 · Illustrative cost of funding
Where a bank's money comes from - and what each source costs
Current accounts (CASA)~0% cost
Savings deposits~9%
Borrowings & term deposits~11.5% (policy rate)
Current-account balances earn the depositor no profit, so they cost the bank almost nothing to hold. The larger their share of total deposits, the cheaper the bank's blended cost of funds. Rates shown are illustrative and track the prevailing SBP policy rate environment of mid-2026.

This is why analysts obsess over the CASA ratio, the share of cheap current and savings deposits in the funding mix. A bank that funds itself largely with zero-cost current accounts keeps far more of what it earns on its assets. When you read that a bank is targeting a "50% current-account share," that's management telling you they intend to protect the cheapest part of their funding.

02Step 1 - Write down your assumptions

A valuation is only as good as the assumptions under it, so the first move is to write them down. Spell them out and anyone reading your model (including you, six months later) can see exactly which lever to pull when reality turns out differently. For a Pakistani bank, a handful of assumptions drive almost the entire result.

Assumption What it controls Illustrative value
Policy rateThe yield on assets and the cost of borrowings; the single biggest swing factor11.5%
Deposit growthHow fast the balance sheet, and therefore earning assets, expands~12% a year
Current-account shareThe blended cost of funds (more current accounts = cheaper)~45% of deposits
Advances-to-deposit ratio (ADR)How deposits split between loans and investments, plus the tax rate~50%
Tax rateHow much profit survives to shareholders~50% (ADR-linked)
Illustrative inputs chosen to demonstrate the method, not any company's actual figures or published guidance. Change any one and the result moves, which is exactly why it pays to write them down.

Notice the policy rate sits at the top. Because a bank earns on assets and pays on funding, a change in the State Bank's policy rate moves both sides of the spread at once. That's why a single rate decision can reshape an entire bank model. The SBP has held its rate at 11.5% through mid-2026 with CPI inflation around 7%, so the bigger question for any model right now is which way the next move goes. More on that in the risk section.

03Step 2 - Build the balance sheet

With assumptions in hand, grow the deposit base by your assumed rate, then decide what the bank does with that money. This is where the ADR comes in. It splits deposits into advances (loans to households and businesses) and investments (government securities, or for an Islamic bank, sovereign sukuk rather than conventional T-bills). Together, advances and investments make up the bank's earning assets: the pool of money on which it actually earns a return.

Figure 2 · Illustrative balance-sheet split at 50% ADR
How deposits become earning assets
Advances 50%
Investments 50%
Loans to customers Government securities & sukuk
A bank lends out a portion of deposits (the ADR) and invests the rest in government paper, which is low-risk but lower-yielding. The split shown is illustrative. A higher ADR generally means more lending and, under Pakistan's framework, a potentially lower tax rate.

Two things deserve a pause here. First, money never sits idle. Whatever is not lent out is invested, so the bank earns on essentially its whole deposit base. Second, the ADR is not just an operational choice. In Pakistan it has historically carried a tax consequence, with banks below a threshold ADR taxed at a higher rate to nudge them toward lending. That's why the ratio shows up twice in our assumptions: once for revenue, once for tax.

04Step 3 - Build the P&L: the earnings engine

This is the heart of the model. Take the earning assets, apply a blended yield to get revenue, subtract the cost of funding and running the bank, subtract tax, and what survives is profit attributable to shareholders. Laid out as a ledger, each line follows from the one above it.

Figure 3 · Illustrative earnings ladder (Rs billions)
From the spread to earnings per share
Profit / mark-up revenue (earning assets × blended yield)
360
− Cost of funds (profit paid to depositors & lenders)
−180
= Net spread income
180
+ Fee & other income (cards, transfers, charges)
+30
− Provisions for bad loans
−4
− Operating expenses (staff, branches, admin)
−70
= Profit before tax
136
− Tax (~50%, ADR-linked)
−68
= Net profit (to shareholders)
68
Net profit ÷ shares outstanding (Rs 68 bn ÷ 1,500 mn shares) = EPS ≈ Rs 45
Illustrative figures, rounded for clarity, not the accounts or a forecast of any company. A full model also adjusts for items such as a repricing-lag effect when rates move sharply, income from associated companies, and the minority share of profit the bank does not own.

A few lines in that ladder are where bank models get their nuance:

  • Cost of funds is not one number. It blends the profit paid on savings deposits (tied to the minimum deposit rate that regulation sets relative to the policy rate), the cost of any borrowings (close to the policy rate), and the zero cost of current accounts. Improve the current-account mix and this line shrinks.
  • The repricing lag. When the policy rate jumps, a bank's assets don't all reprice instantly. Some loans are locked at older rates while funding costs rise immediately. Because assets and liabilities reprice on different schedules, a sharp rate move can briefly compress the spread until the book catches up. That's a normal asset-liability timing effect, not a one-off loss.
  • Provisions set aside an estimate of loans that may not be repaid. For a well-managed bank in a stable year this is often a small line. It can spike in a downturn.
  • Operating expenses grow with inflation and with branch expansion. A bank opening hundreds of new branches carries higher costs before those branches mature into deposits.
  • The tax line is unusually heavy for Pakistani banks and, as noted, is linked to the ADR. That's why two banks with identical pre-tax profit can deliver different earnings to shareholders.
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05Step 4 - Turn earnings into a value

Now you have an estimate of earnings per share. The final step is to decide what those earnings are worth. Two routes are common.

Method How it works When it fits
Dividend yield Value the share from the cash dividend it pays, relative to a target yield High-payout stocks that distribute most of their profit
Price-to-earnings (P/E) Apply an earnings multiple to estimated EPS to get a share price Banks that retain a large share of earnings to grow (low payout)

The choice hinges on the payout ratio, the slice of profit handed out as dividends. Take a bank earning around Rs 45 of EPS but paying only about Rs 18 a year in dividends, a payout ratio near 40%. Value that share on its dividend alone and you ignore the retained profit still building the business, so the dividend-yield method tends to understate a lower-payout bank. For that reason analysts usually lean on the P/E method for banks like this and treat dividend yield as a cross-check, not the main tool.

The P/E method is simple arithmetic: estimated EPS times a chosen earnings multiple. All the judgement sits in the multiple. A point either way changes the answer materially, so the honest move is to show a range rather than a single number.

Figure 4 · Illustrative P/E sensitivity (EPS ≈ Rs 45)
The same earnings, three multiples, three values
Rs 315 7× P/E Rs 360 8× P/E Rs 405 9× P/E
Illustrative only. The fair-value estimate moves about Rs 45 for every one-point change in the multiple. That's exactly why a single "target price" is false precision, and why a sensitivity range is more honest.

What multiple is reasonable? That depends on the market's mood and the bank's quality. Pakistani banks have generally traded at modest single-digit-to-low-double-digit earnings multiples, partly a reflection of the macro risk premium investors attach to the market. With the KSE-100 around 181,000 in mid-2026, multiples have recovered from their worst but stayed well short of historic peaks. A stronger franchise tends to command the upper end of the range. A more uncertain backdrop, higher rates or geopolitical stress, compresses multiples across the board. The point of the sensitivity table is to make that judgement visible instead of burying it inside one number.

Trailing vs forward: don't mix them up. A stock screener shows a trailing P/E based on the last twelve months' reported earnings. The valuation above uses a forward P/E applied to estimated future earnings. If earnings are growing, the forward number looks different from the trailing one. They answer different questions, so never compare them directly.

06Step 5 - Total return, and the risks that move the answer

A share's payoff isn't just the price moving. It's the price change plus the dividends collected along the way. So the last piece is to add the expected dividend back to your price estimate for a total return. A bank paying a meaningful dividend can deliver a respectable total return even when the share price barely moves. For context, the larger PSX banks currently yield anywhere from MEBL's 5.5% up to MCB's 8.8% in our daily dataset, with UBL at 7.2% and HBL at 7.1% in between.

Every figure rests on the assumptions from Step 1, and some matter far more than others. Ranked roughly by impact:

  • The policy rate, by far the biggest. Because it moves both the yield on assets and the cost of funds, a single SBP rate decision can rebuild the entire model. Stress-test this one first.
  • Deposit growth. Faster growth expands earning assets and profit; a slowdown does the reverse. Model it conservatively to protect yourself from over-optimism.
  • Current-account share. A few points either way shifts the cost of funds and the spread, though a well-run bank tends to keep this stable.
  • The ADR. It affects both how much the bank lends and the tax rate it pays, so it touches the result twice.
  • Operating costs and inflation. Usually a smaller swing, but worth flexing if inflation runs hot or branch expansion accelerates.

Run your model at a few different policy-rate and deposit-growth assumptions and you'll quickly see that a bank valuation is a range of plausible outcomes, not a single right answer. That humility is the most useful thing the exercise gives you.

Where this leaves you

Valuing a bank is a chain. Deposits, then earning assets, then spread, then net profit, then EPS, then a P/E-based fair value, then total return, with each link resting on a stated assumption. Build it yourself, stress-test the policy-rate and growth lines, and present a range rather than a point. The arithmetic is the easy part. The discipline is being honest about the assumptions. Nothing here is a recommendation to buy or sell any share, and the worked numbers are illustrative throughout.

07Frequently asked questions

Why can't you value a bank like a normal company?
A bank's raw material is money itself. It raises funds from depositors and lenders, then puts that money to work in loans and government securities, earning the spread between what it earns on assets and what it pays on funding. So the balance sheet is the business: you cannot value a bank without first estimating how big its deposits and earning assets will be and what spread they will produce. That is why a bank valuation starts from the balance sheet rather than from revenue.
What is CASA and why do current accounts matter so much to a bank?
CASA stands for Current Account and Savings Account deposits. Current accounts are the most valuable funding a bank has because, in Pakistan, banks pay no profit on current-account balances - that money is effectively free to lend out. The higher the share of low-cost current and savings deposits in the funding mix, the cheaper the bank's overall cost of funds and the wider its spread. A rising current-account share is one of the strongest drivers of bank profitability.
What is the advances-to-deposit ratio (ADR) and why does it affect a bank's tax in Pakistan?
The advances-to-deposit ratio measures how much of a bank's deposits are lent out as advances (loans) versus parked in investments such as government securities. Pakistan's tax framework has historically applied a higher tax rate to banks whose ADR falls below a set threshold, to encourage lending to the real economy. Because the tax rate can change with the ADR, the ratio a bank targets feeds directly into its after-tax profit - so it is an assumption worth getting right in any model.
Should I use dividend yield or the P/E ratio to value a bank stock?
It depends on the payout ratio - the share of profit paid out as dividends. A dividend-yield valuation only captures the cash actually distributed, so for a bank that retains a large part of its earnings to grow, valuing it purely on dividend yield understates the value of the retained profit. For low-payout banks, a price-to-earnings (P/E) approach - applying a sensible earnings multiple to estimated earnings per share - usually gives a more complete picture. High-payout names are where a dividend-based view is more reliable.
Does this article tell me whether to buy a particular bank stock?
No. This is an educational walkthrough of the method analysts use to estimate a bank's earnings and fair value. It does not publish a price target, a buy or sell call, or a forecast for any specific company. Every figure in the worked example is deliberately rounded and illustrative. Real assumptions, market multiples, and results change constantly - the goal here is to teach the framework so you can build and stress-test your own numbers, then verify everything against a company's audited accounts.
What is net interest margin and how is it different from the spread?
The spread is simply the difference between the average rate a bank earns on its assets and the average rate it pays on its funding. Net interest margin (NIM) takes net interest income - interest earned minus interest paid - and divides it by the bank's average earning assets, so it expresses the same idea as a percentage of the asset base actually generating income. NIM is widely used because it lets you compare profitability across banks of very different sizes. Both measures move with the policy rate, the deposit mix, and how much of the balance sheet is in higher-yielding loans versus lower-yielding securities.
Where can I find a Pakistani bank's deposits, advances, and earnings data?
Listed banks publish quarterly and annual financial statements that include the balance sheet, profit and loss account, and notes detailing deposits, advances, investments, and net interest income. These are typically available on the Pakistan Stock Exchange website, the bank's own investor-relations page, and in filings collected by the SECP. For a valuation, the audited annual accounts are the most reliable starting point, and you can cross-check any figure against the source documents on psx.com.pk or the bank's official disclosures.
How does the State Bank's policy rate affect bank earnings?
The policy rate set by the State Bank of Pakistan is the anchor for the rates banks earn on government securities and charge on many loans, as well as the minimum profit they must pay on savings deposits. When the policy rate rises, asset yields often reprice faster than funding costs, which can temporarily widen spreads, while a falling rate can compress them. Because the current rate changes over time, treat any specific figure as something to verify against the latest monetary policy statement on sbp.org.pk. The direction and timing of rate changes is one of the biggest swing factors in any bank earnings model.
What are non-performing loans and the coverage ratio?
Non-performing loans (NPLs) are advances on which a borrower has stopped paying interest or principal for long enough that the bank classifies them as impaired. The infection ratio measures NPLs as a share of total advances, and the coverage ratio measures how much of those bad loans the bank has already set aside provisions against. A high coverage ratio means future losses are largely absorbed already, while a rising infection ratio can signal pressure on future earnings. Both ratios appear in a bank's audited accounts and are worth tracking alongside the spread when judging earnings quality.
Does valuing a conventional bank stock relate to Islamic or halal investing?
This article explains the general valuation method analysts use and does not address whether any particular bank stock is Shariah-compliant. Conventional banks earn interest-based income, which raises questions some investors weigh against Islamic finance principles, and Pakistan also has full-fledged Islamic banks and Islamic windows that operate on different structures. Screening for Shariah compliance is a separate exercise based on a company's business mix and financial ratios. For guidance on that, consult a qualified Shariah scholar or recognised screening standards rather than treating a valuation walkthrough as a compliance opinion.
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This article is for educational purposes only and is not investment, tax, or financial advice. It explains a valuation method in general terms; it does not contain a price target, forecast, or buy/sell recommendation for any company, including any mentioned by name. Every rupee figure in the worked example is deliberately rounded and illustrative - chosen to show the arithmetic, not to represent the actual accounts or projected results of any bank. Market data referenced reflects our dataset as of June 2026 and will be out of date. Tax rules, the ADR framework, and regulatory rates change and must be verified against current law and a company's audited financial statements. The PSX involves real risk of loss; consult a licensed financial adviser before making investment decisions.