Assicurazioni Generali S.p.A.

BIT:G Rapport sur les actions

Capitalisation boursière : €58.3b

Assicurazioni Generali Croissance future

Future contrôle des critères 2/6

Assicurazioni Generali devrait augmenter ses bénéfices et son chiffre d'affaires de 5.6% et de 12.2% par an respectivement. Le BPA devrait croître de de 6.7% par an. Le rendement des capitaux propres devrait être 14.6% dans 3 ans.

Informations clés

5.6%

Taux de croissance des bénéfices

6.68%

Taux de croissance du BPA

Insurance croissance des bénéfices5.6%
Taux de croissance des recettes12.2%
Rendement futur des capitaux propres14.58%
Couverture par les analystes

Good

Dernière mise à jour22 May 2026

Mises à jour récentes de la croissance future

Pas de mise à jour

Recent updates

Mise à jour du récit • Apr 25

G: Mixed Broker Views And Dividend Outlook Will Shape Measured Future Upside

Analysts have made a marginal upward adjustment to the average price target for Assicurazioni Generali to about €36.93, reflecting mixed recent research in which one bank slightly lowered its target, another raised its view to €38, and coverage was resumed with a Buy rating. These moves were all supported by small refinements to discount rate, profit margin, and forward P/E assumptions.
Mise à jour du récit • Apr 10

G: Mixed Broker Views And Dividend And Margin Assumptions Will Shape Measured Upside

Analysts have adjusted their price targets on Assicurazioni Generali in a tight range around €38, reflecting updated views on discount rates, profit margins and P/E assumptions, supported by recent research that includes both a €1 trim and a €0.50 increase in targets, as well as fresh Buy-rated coverage. Analyst Commentary Bullish Takeaways Bullish analysts point to the refreshed Buy rating as a sign that current valuation levels are seen as attractive relative to their earnings assumptions and P/E framework.
Mise à jour du récit • Mar 27

G: Mixed Broker Views And Dividend Plans Will Guide Measured Forward Upside

Analysts have made a modest upward adjustment to the Assicurazioni Generali price target to about €36.87, reflecting mixed recent research in which some firms raised targets toward €38 to €38.50 while others trimmed estimates, alongside updated assumptions on growth, margins and a slightly lower future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price targets in the €38 to €38.50 range suggest room for upside relative to the current average target, which may appeal if you think Generali can deliver on its plans.
Mise à jour du récit • Mar 13

G: Renewed Buy Coverage And Slightly Firmer Assumptions Will Shape Measured Upside

Analysts have nudged their price target on Assicurazioni Generali higher to €36.75 from €36.50, citing recent positive Street research, including a fresh Buy initiation and a €38.50 target from the sell side, as support for slightly stronger assumptions on fair value and earnings multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the fresh Buy rating and the €38.50 price target as support for the idea that the stock still has room to close a perceived gap between trading levels and their estimates of fair value.
Mise à jour du récit • Feb 26

G: Renewed Buy Coverage And Refined Assumptions Will Guide Measured Future Upside

Narrative Update on Assicurazioni Generali Analysts have nudged their price target on Assicurazioni Generali higher to about €36.50 from roughly €35.90, citing resumed positive coverage and recent target increases from the Street as support for a slightly richer valuation multiple, along with modestly adjusted growth and risk assumptions. Analyst Commentary Recent Street views on Assicurazioni Generali have centered on refreshed coverage and revised price targets that align with a slightly higher valuation framework.
Mise à jour du récit • Feb 11

G: Revised Discount Rate And Margin Assumptions Will Shape Measured Future Upside

Analysts have raised their price target on Assicurazioni Generali by €1.00 to €38.50, citing updated assumptions on fair value, discount rate, profit margin and future P/E following recent Street research. Analyst Commentary Recent Street research around Assicurazioni Generali focuses on how updated assumptions around fair value, discount rate, profit margin and future P/E feed into the raised €38.50 price target.
Mise à jour du récit • Jan 27

G: Margin Resilience And P/E Assumptions Will Guide Measured Future Upside

Analysts have lifted their fair value estimate for Assicurazioni Generali to about €35.80 from roughly €35.31, in line with a recent Street price target increase to €38.50. They cited updated assumptions on growth, discount rate and future P/E multiples.
Mise à jour du récit • Jan 12

G: Margin Resilience And Discount Rate Assumptions Will Shape Measured Future Upside

Analysts have nudged their fair value estimate for Assicurazioni Generali slightly higher to €35.31 from €35.10, supported by a recent Street price target increase to €38.50 from €37.50, which reflects updated views on margins, discount rates and future P/E assumptions. Analyst Commentary Recent research updates point to a slightly more constructive stance on Assicurazioni Generali, with the latest fair value tweak to €35.31 sitting below a Street price target of €38.50.
Mise à jour du récit • Dec 17

G: Potential RedClick Sale And Reporting Visibility Will Shape Measured Future Upside

Analysts have modestly raised their price target on Assicurazioni Generali to €35.10 from €34.11, reflecting slightly stronger expected profit margins and a higher justified future P/E multiple. What's in the News Reports indicate Generali is weighing a potential sale of its Irish unit RedClick, less than two years after acquiring it from Liberty Mutual, as part of a broader strategic review of options for the business (Bloomberg).
Mise à jour du récit • Dec 03

G: Solvency Review Will Shape Capital Optionality And Measured Upside Outlook

Analysts have nudged their fair value estimate for Assicurazioni Generali higher from EUR 33.50 to about EUR 34.11, citing the stock's strong optionality and potential upside from the upcoming solvency review as key supports for the higher price target. Analyst Commentary Recent research updates frame Assicurazioni Generali as a high-conviction name within the European insurance sector, with the latest price targets indicating meaningful upside from current trading levels.
Mise à jour du récit • Nov 19

G: Upcoming Solvency Review May Shape Earnings and Optionality Outlook

Narrative Update: Assicurazioni Generali Price Target Raised Analysts have revised their fair value estimate for Assicurazioni Generali upward to €33.50 from €33.16. This adjustment reflects enhanced earnings potential and anticipated benefits from regulatory changes that support a higher price target.
Mise à jour du récit • Sep 19

Digitalization And Global Expansion Will Secure Enduring Value

Analysts have raised their price target for Assicurazioni Generali to €33.16, citing enhanced capital flexibility, expected regulatory benefits, and improved margin outlook, reflecting increased confidence in the company's ability to outperform. Analyst Commentary Bullish analysts highlight Generali's significant optionality within its peer group, raising expectations for capital deployment flexibility and strategic initiatives.
Mise à jour du récit • Sep 04

Digitalization And Global Expansion Will Secure Enduring Value

Despite strong earnings momentum, margin tailwinds, positive solvency review catalysts, and reinforced Overweight ratings, the consensus analyst price target for Assicurazioni Generali remained unchanged at €32.67. Analyst Commentary Bullish analysts highlight Generali's strong earnings momentum, expecting the company to beat 2025 and 2026 estimates driven by margin tailwinds.
Article d’analyse • Sep 02

Investors Don't See Light At End Of Assicurazioni Generali S.p.A.'s (BIT:G) Tunnel

Assicurazioni Generali S.p.A.'s ( BIT:G ) price-to-earnings (or "P/E") ratio of 13.2x might make it look like a buy...
User avatar
Nouveau récit • Nov 24

Generali’s Tactical Moves In Life And P&C Fueling Growth Amidst Challenges

Strong growth in Life insurance and technical excellence in P&C segments drive high-margin revenue and underwriting profitability.

Prévisions de croissance des bénéfices et des revenus

BIT:G - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028112,6055,3054,87010,8487
12/31/2027107,5565,0284,87010,7538
12/31/2026103,2894,6674,4309,6937
12/31/202557,8034,15019,22819,669N/A
6/30/202556,7873,85618,33118,838N/A
3/31/202556,0463,80616,66817,111N/A
12/31/202455,6893,75515,00515,383N/A
6/30/202452,0353,5028,9599,238N/A
3/31/202451,1223,5835,2575,485N/A
12/31/202350,2083,6631,5551,732N/A
9/30/202351,4013,621424814N/A
6/30/202352,5933,579-707-104N/A
3/31/202351,6652,9544,3595,119N/A
12/31/202250,7362,3289,42410,341N/A
9/30/202260,5462,29913,46814,107N/A
6/30/202270,3552,26917,51117,873N/A
3/31/202283,0122,55817,49617,677N/A
12/31/202195,6682,84717,48017,480N/A
9/30/202195,6382,67917,23917,394N/A
6/30/202195,6082,51016,99817,307N/A
3/31/202188,3172,21918,00318,325N/A
12/31/202081,0261,92719,00819,343N/A
9/30/202079,8871,88319,30819,804N/A
6/30/202078,7481,83819,60820,265N/A
3/31/202085,2332,01719,68620,302N/A
12/31/201991,7182,19519,76420,339N/A
9/30/201985,0312,210N/A19,191N/A
6/30/201978,3442,224N/A18,042N/A
3/31/201974,5992,180N/A16,517N/A
12/31/201870,8532,136N/A14,992N/A
9/30/201874,2102,178N/A14,656N/A
6/30/201877,5662,220N/A14,319N/A
3/31/201878,8522,199N/A15,318N/A
12/31/201780,1382,178N/A16,317N/A
6/30/201782,7392,047N/A16,524N/A
3/31/201783,6792,045N/AN/AN/A
12/31/201681,9822,041N/A19,988N/A
9/30/201687,4291,933N/AN/AN/A
6/30/201680,5801,854N/A22,107N/A
3/31/201679,2481,951N/AN/AN/A
12/31/201587,4712,065N/A18,116N/A
9/30/201585,6461,905N/AN/AN/A
6/30/201589,7742,041N/A21,275N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de G ( 5.6% par an) est supérieure au taux d'épargne ( 3.3% ).

Bénéfices vs marché: Les bénéfices de G ( 5.6% par an) devraient croître plus lentement que le marché Italian ( 11.1% par an).

Croissance élevée des bénéfices: Les bénéfices de G devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de G ( 12.2% par an) devrait croître plus rapidement que le marché Italian ( 5.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de G ( 12.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de G devrait être faible dans 3 ans ( 14.6 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/24 13:58
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Assicurazioni Generali S.p.A. est couverte par 30 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Gabriele VenturiBanca Akros S.p.A. (ESN)
Enrico EspostiBanca Akros S.p.A. (ESN)
Nicolás Fernández PicónBanco de Sabadell. S.A.