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Italian (Borsa Italiana) Banks Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies10
  • 7D-1.9%
  • 3M-11.9%
  • 1Y7.4%
  • YTD-13.7%

Over the last 7 days, the Banks industry has dropped 1.9%, driven by a pullback from UniCredit of 4.1%. This takes the industry's 12 month performance to a gain of 7.4%. Looking forward, earnings are forecast to grow by 5.6% annually.

Industry Valuation and Performance

Has the Italian Banks Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026€279.5b€75.0b€29.9b9.2x9.4x3.7x
Sat, 21 Feb 2026€326.7b€75.5b€30.1b10.2x10.8x4.3x
Mon, 19 Jan 2026€328.6b€73.9b€28.3b10.8x11.6x4.4x
Wed, 17 Dec 2025€315.1b€73.9b€28.3b10.7x11.1x4.3x
Fri, 14 Nov 2025€319.3b€74.1b€28.3b10.8x11.3x4.3x
Sun, 12 Oct 2025€288.9b€73.9b€28.6b9.4x10.1x3.9x
Tue, 09 Sep 2025€279.4b€74.0b€28.6b8.5x9.8x3.8x
Thu, 07 Aug 2025€271.0b€73.9b€28.3b8.3x9.6x3.7x
Sat, 05 Jul 2025€245.9b€72.8b€27.5b7.7x8.9x3.4x
Mon, 02 Jun 2025€250.1b€72.7b€27.6b8.6x9.1x3.4x
Wed, 30 Apr 2025€237.1b€72.3b€26.7b8.3x8.9x3.3x
Fri, 28 Mar 2025€244.9b€72.6b€26.7b9x9.2x3.4x
Sun, 23 Feb 2025€220.1b€72.8b€27.0b7.6x8.2x3x
Tue, 21 Jan 2025€203.8b€70.8b€28.6b6.5x7.1x2.9x
Thu, 19 Dec 2024€188.6b€70.8b€28.6b6.6x6.6x2.7x
Sat, 16 Nov 2024€187.9b€70.8b€28.6b6x6.6x2.7x
Mon, 14 Oct 2024€185.0b€69.9b€27.1b6.2x6.8x2.6x
Wed, 11 Sep 2024€172.9b€70.0b€27.1b5.8x6.4x2.5x
Fri, 09 Aug 2024€164.5b€70.1b€27.0b5.5x6.1x2.3x
Sun, 07 Jul 2024€173.8b€68.8b€26.1b6x6.7x2.5x
Tue, 04 Jun 2024€179.7b€68.7b€26.1b6.3x6.9x2.6x
Thu, 02 May 2024€172.0b€66.9b€24.8b6.6x6.9x2.6x
Sat, 30 Mar 2024€168.3b€66.9b€24.8b6.6x6.8x2.5x
Mon, 26 Feb 2024€150.1b€67.6b€24.9b5.7x6x2.2x
Wed, 24 Jan 2024€137.4b€65.6b€22.1b6.1x6.2x2.1x
Fri, 22 Dec 2023€129.0b€65.6b€22.1b5.7x5.8x2x
Sun, 19 Nov 2023€133.5b€65.6b€22.1b5.9x6x2x
Tue, 17 Oct 2023€122.5b€61.4b€19.0b6.6x6.4x2x
Thu, 14 Sep 2023€119.5b€61.5b€19.0b5.9x6.3x1.9x
Sat, 12 Aug 2023€119.7b€61.8b€19.1b5.4x6.3x1.9x
Mon, 10 Jul 2023€115.3b€57.5b€17.9b6.4x6.5x2x
Wed, 07 Jun 2023€108.8b€57.5b€17.8b6x6.1x1.9x
Fri, 05 May 2023€109.9b€53.3b€14.5b7.2x7.6x2.1x
Sun, 02 Apr 2023€110.1b€53.3b€14.5b7.2x7.6x2.1x
Price to Earnings Ratio

7.6x


Total Market Cap: €110.1bTotal Earnings: €14.5bTotal Revenue: €53.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Banks Industry Price to Earnings3Y Average 7.7x202420252026
Current Industry PE
  • Investors are optimistic on the Italian Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 9.4x which is higher than its 3-year average PE of 7.7x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.7x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 27% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Italian Financials industry?

IT Market-3.19%
Financials-2.54%
Banks-1.88%
Regional Banks0%0
Diversified Banks-1.88%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 7.7x.
    • Analysts are expecting annual earnings growth of 5.6%, which is lower than the prior year's growth of 8.1% per year.
  • Investors are most pessimistic about the Diversified Banks industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.7x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Banks industry, expecting annual earnings growth of 5.6% over the next 5 years.
  • However this is lower than its past earnings growth rate of 8.1% per year.
  • In contrast, the Diversified Banks industry is expected to see its earnings grow by 5.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BMPS Banca Monte dei Paschi di Siena€7.594.8%
+€1.1b
-2.1%PB0.8x
MB Mediobanca Banca di Credito Finanziario€16.844.5%
+€593.7m
-6.4%PB1.2x
BAMI Banco BPM€12.010.9%
+€178.2m
22.4%PB1.2x
BDB Banco di Desio e della Brianza€8.680.5%
+€5.3m
0.7%PB0.8x

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