14/05/2026 09:34

BHP Group (ASX: BHP) v Commonwealth Bank (ASX: CBA)

While CBA captured the news yesterday for all the wrong reasons, BHP again made new all-time highs, trading above $62 for the first time as copper continued to rally. As a sidenote, the game of musical chairs between BHP and CBA continued on Wednesday, with the “Big Australian” as BHP was referred to on the old trading floors reclaimed top spot as the ASX’s largest company after a session which saw a more than 13% difference in performance.

Read more

13/05/2026 17:10

Commonwealth Bank (ASX:CBA) $153.67

CBA –10.43%: was whacked today after its 3Q update highlighted rising provisions and a more cautious macro-outlook, amplified by concerns around negative gearing and the implications for housing credit growth.

Read more

02/04/2026 09:42

Commonwealth Bank (ASX:CBA) $171.90

If we are correct and the ASX is going to test/make new highs in 2026, a call many find it hard to imagine, CBA will likely come along for the ride. Australia’s largest bank delivered a strong 1H result in February Here which saw the stock surge ~12% in 2-days, a huge move for such a stock let alone bank of its size.

Read more

12/02/2026 09:47

Commonwealth Bank of Australia (CBA) $169.56

CBA is a world-class bank, but it's often accompanied by the unattractive tag of being the world's most expensive - but yesterday’s result demonstrated why. There was plenty to like in CBAs report from its giant $5.4bn profit as it cemented its dominant market position by holding its market share in the home loan market at over 25% while also increasing household deposits by 26.6%.

Read more

11/02/2026 09:36

Commonwealth Bank (CBA) $158.74

CBA delivered a solid 1H result this morning, beating consensus on cash profit and lifting the interim dividend, with volume growth and improving credit quality offsetting margin pressure and higher costs. Net interest margin held at 2.04%, while ROE improved to 13.8%, reinforcing CBA’s earnings resilience despite competitive home lending conditions.

Read more

18/11/2025 09:31

Commonwealth Bank (CBA) $155.79

The CBA bears have been crowing of late and we’re glad to have exited our position in the Income Portfolio in July ~$180.  CBAs recent September quarter trading update went down badly due to margin pressure despite solid profit growth and healthy lending momentum, plus of course it’s expensive.

Read more

11/11/2025 17:19

Commonwealth Bank (CBA) $163.40

CBA -6.59%: Shares fell sharply today after the September quarter trading update was largely inline with expectations, though margin pressure persisted despite solid profit growth and healthy lending momentum. 

Read more

04/11/2025 09:25

Commonwealth Bank of Australia (CBA) $175.54

CBA is a world-class bank, but it's often accompanied by the unattractive tag of being the world's most expensive. Even while trading ~9% below this year's high, it's trading more than 30% above its average 5-year PE. The stock is only forecast to yield 2.8% fully-franked over the next 12-months, which doesn’t scan well compared to say ANZ on ~4.6% (part-franked).

Read more

14/10/2025 09:22

ANZ Group (ANZ) v Commonwealth Bank (CBA)

CBA was driven higher by momentum traders into the EOFY, pushing it up to ~$190/sh, but ever since, it has peeled away, closing ~14% below this year's high on Monday.

Read more

15/08/2025 08:28

Westpac (WBC) $36.04 vs Commonwealth Bank (CBA) $167.21

It’s not often we see WBC outperform CBA by 10% in a week. Both companies updated the market to varying degrees, with CBA releasing very solid FY25 results, while WBC provided a quarterly update that was slightly stronger.

Read more