Italian Diversified Financials Potentially Undervalued Companies

PayPal Holdings

Market Cap: €56.7b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

StoneCo

Market Cap: €3.9b

Provides financial technology and software solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil.

Euronet Worldwide

Market Cap: €3.1b

Provides payment and transaction processing and distribution solutions to financial institutions, retailers, service providers, and individual consumers worldwide.

T. Rowe Price Group

Market Cap: €21.9b

A publicly owned investment manager.

XP

Market Cap: €9.1b

Provides financial products and services in Brazil.

Fiserv

Market Cap: €32.7b

Provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.

Global Payments

Market Cap: €17.4b

Provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific.

Synchrony Financial

Market Cap: €26.9b

Operates as a consumer financial services company in the United States.

Raymond James Financial

Market Cap: €30.3b

A diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe.

SLM

Market Cap: €5.7b

Through its subsidiaries, originates and services private education loans to students and their families to finance the cost of their education in the United States.

Ameriprise Financial

Market Cap: €41.6b

Operates as a diversified financial services company in the United States and internationally.

Finanza.tech

Market Cap: €3.9m

A fintech company, provides financial advisory services in Italy.

AB Industrivärden

Market Cap: €170.8b

AB Industrivärden is a publicly owned investment manager.

Met.Extra Group

Market Cap: €7.6m

Processes and markets ferrous and non-ferrous materials used in the production of stainless steel in Italy and Europe.

Fidelity National Information Services

Market Cap: €33.2b

Fidelity National Information Services, Inc.

Julius Bär Gruppe

Market Cap: €11.5b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Premia Finance

Market Cap: €2.8m

Operates as a credit mediation company in Italy.

Investor

Market Cap: €966.1b

A private equity firm specializing in mature, middle market, buyouts and growth capital investments.

State Street

Market Cap: €31.9b

Provides various financial products and services to institutional investors.

Apollo Global Management

Market Cap: €75.5b

A private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.

Anima Holding

Market Cap: €2.0b

Anima Holding S.p.A. is a publicly owned investment manager.

Corpay

Market Cap: €20.2b

Operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States, Brazil, the United Kingdom, and internationally.

Banca IFIS

Market Cap: €1.5b

Provides financial services and solutions for enterprises.

Block

Market Cap: €37.6b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Capital One Financial

Market Cap: €132.1b

Operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom.

Partners Group Holding

Market Cap: €24.1b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.

Deutsche Bank

Market Cap: €56.3b

A stock corporation, provides corporate and investment banking, private clients, and asset management products and services in Germany, the United Kingdom, rest of Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Kruso Kapital

Market Cap: €38.9m

Operates as a bank that provides financing services.

Azimut Holding

Market Cap: €4.8b

Engages in the asset management business.

BFF Bank

Market Cap: €2.0b

Engages in non-recourse factoring and credit management activities towards public administration bodies and private hospitals in Italy, Croatia, the Czech Republic, France, Greece, Poland, Portugal, Slovakia, and Spain.

Berkshire Hathaway

Market Cap: €1.1t

Through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses.

Generalfinance

Market Cap: €256.5m

Provides factoring service for distressed companies in Italy.

Berkshire Hathaway

Market Cap: €1.1t

Through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses.

Banca Mediolanum

Market Cap: €13.4b

Engages in the provision of various banking products and services in Italy.

RedFish LongTerm Capital

Market Cap: €35.9m

RedFish LongTerm Capital S.p.A. is industrial holding company and private equity firm specializing in growth and M&A investments.

Charles Schwab

Market Cap: €160.8b

Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.