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Italian (Borsa Italiana) Diversified Banks Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies11
  • 7D1.5%
  • 3M12.7%
  • 1Y46.3%
  • YTDn/a

The Diversified Banks industry is up 3.3% in the last week, with UniCredit up 3.8%. This takes the industry's 12 month performance to a gain of 53%. As for the next few years, earnings are expected to grow by 4.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026€334.1b€74.2b€28.6b11.1x11.7x4.5x
Mon, 05 Jan 2026€328.1b€73.9b€28.3b11.3x11.6x4.4x
Wed, 03 Dec 2025€301.3b€73.9b€28.3b10.5x10.6x4.1x
Fri, 31 Oct 2025€299.0b€73.9b€28.7b10x10.4x4x
Sun, 28 Sep 2025€296.7b€74.1b€28.6b9.8x10.4x4x
Tue, 26 Aug 2025€294.1b€74.0b€28.6b8.9x10.3x4x
Thu, 24 Jul 2025€256.0b€72.8b€27.5b8x9.3x3.5x
Sat, 21 Jun 2025€244.5b€72.8b€27.5b7.8x8.9x3.4x
Mon, 19 May 2025€252.9b€72.7b€27.6b8.6x9.2x3.5x
Wed, 16 Apr 2025€219.7b€72.3b€26.7b8x8.2x3x
Fri, 14 Mar 2025€232.7b€72.6b€26.7b8x8.7x3.2x
Sun, 09 Feb 2025€215.2b€72.3b€27.7b7x7.8x3x
Tue, 07 Jan 2025€190.3b€70.8b€28.6b6x6.6x2.7x
Thu, 05 Dec 2024€178.7b€70.8b€28.6b6.2x6.2x2.5x
Sat, 02 Nov 2024€189.5b€70.5b€27.6b6.4x6.9x2.7x
Mon, 30 Sep 2024€184.5b€70.0b€27.1b6.1x6.8x2.6x
Wed, 28 Aug 2024€174.7b€70.0b€27.1b5.9x6.5x2.5x
Fri, 26 Jul 2024€180.2b€69.2b€26.5b6.2x6.8x2.6x
Sun, 23 Jun 2024€166.6b€68.8b€26.1b5.9x6.4x2.4x
Tue, 21 May 2024€178.0b€68.7b€26.1b6.4x6.8x2.6x
Thu, 18 Apr 2024€165.3b€66.9b€24.8b6.7x6.7x2.5x
Sat, 16 Mar 2024€159.6b€67.6b€24.8b6x6.4x2.4x
Mon, 12 Feb 2024€141.7b€67.6b€24.9b6.2x5.7x2.1x
Wed, 10 Jan 2024€134.4b€65.6b€22.1b6x6.1x2x
Fri, 08 Dec 2023€132.2b€65.6b€22.1b5.6x6x2x
Sun, 05 Nov 2023€126.5b€64.1b€20.7b6.5x6.1x2x
Tue, 03 Oct 2023€122.3b€61.4b€19.0b6.3x6.4x2x
Thu, 31 Aug 2023€124.2b€61.6b€19.0b5.7x6.5x2x
Sat, 29 Jul 2023€125.6b€58.9b€18.2b6.9x6.9x2.1x
Mon, 26 Jun 2023€112.0b€57.5b€17.9b6.1x6.3x1.9x
Wed, 24 May 2023€110.6b€57.5b€17.8b6.2x6.2x1.9x
Fri, 21 Apr 2023€117.6b€53.3b€14.5b7.5x8.1x2.2x
Sun, 19 Mar 2023€101.4b€53.6b€14.5b7x7x1.9x
Tue, 14 Feb 2023€119.8b€53.4b€14.5b8.4x8.3x2.2x
Price to Earnings Ratio

8.3x


Total Market Cap: €119.8bTotal Earnings: €14.5bTotal Revenue: €53.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Diversified Banks Industry Price to Earnings3Y Average 7.6x202420252026
Current Industry PE
  • Investors are optimistic on the Italian Diversified Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.8x which is higher than its 3-year average PE of 7.6x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Diversified Banks industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Italian Diversified Banks compare with similar industries?

IT Market0.87%
Financials1.72%
Banks1.45%
Diversified Banks1.45%
Regional Banks0%0
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BPE BPER Banca€12.646.6%
+€1.5b		98.4%PB1.6x
MB Mediobanca Banca di Credito Finanziario€18.967.5%
+€1.1b		15.3%PB1.4x
UCG UniCredit€73.940.7%
+€763.3m		57.2%PB1.7x
BMPS Banca Monte dei Paschi di Siena€8.901.9%
+€504.4m		39.6%PB1x
BPSO Banca Popolare di Sondrio€18.205.7%
+€440.8m		86.2%PB1.8x

Latest News

BPSO
€18.20
Banca Popolare di Sondrio
7D
5.7%
1Y
86.2%
BPE
€12.64
BPER Banca
7D
6.6%
1Y
98.4%

BPE: Market Perform Shift And Revised Assumptions Will Shape Balanced Risk Outlook

Analysts have inched up their fair value estimate for BPER Banca to €11.79 from €11.20, with a slightly higher Street price target of €11.60 helping to frame this recalibration, despite a recent downgrade to Market Perform. Analyst Commentary Bearish analysts are signalling a more cautious stance on BPER Banca, even as fair value estimates and the latest price target sit slightly above current levels.
UCG
€73.94
UniCredit
7D
0.7%
1Y
57.2%
CE
€15.86
Credito Emiliano
7D
2.3%
1Y
31.5%
MB
€18.96
Mediobanca Banca di Credito Finanziario
7D
7.5%
1Y
15.3%

MB: Future Upside Will Depend On Steady Earnings And Risk Profile

Analysts have nudged their price target for Mediobanca Banca di Credito Finanziario slightly higher to €19.53 from €19.53, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E, without any new published Street research driving the change. Valuation Changes Fair Value: The model price estimate is essentially unchanged, moving from €19.525 to €19.53 per share.
FBK
€22.42
FinecoBank Banca Fineco
7D
0.3%
1Y
25.6%

FBK: Future Returns Will Reflect Retail Participation And Execution Risk Balance

Narrative Update Analysts have nudged their fair value estimate for FinecoBank Banca Fineco higher, from about €23.06 to roughly €23.79. This reflects updated assumptions around revenue growth, profit margins and future P/E, alongside supportive views from recent Street research coverage and price target revisions.
BAMI
€12.84
Banco BPM
7D
1.7%
1Y
42.0%

BAMI: Fair Outlook As Higher Earnings Assumptions Meet Cautious Ratings Shift

Analysts have nudged their price expectations for Banco BPM higher to around €13.38, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E. These revisions are broadly consistent with recent Street targets in the €12.70 to €13.28 range, despite mixed rating changes.
BMPS
€8.90
Banca Monte dei Paschi di Siena
7D
1.9%
1Y
39.6%

BMPS: Fair View Will Balance M&A Stake Talks And Governance Calendar

Analysts have raised their fair value estimate for Banca Monte dei Paschi di Siena from €7.80 to €8.20, citing updated assumptions on revenue growth, profit margins and a lower future P/E multiple as the main factors behind the revision. What's in the News UniCredit CEO Andrea Orcel is reported to be in talks to acquire a stake in Banca Monte dei Paschi di Siena currently held by Delfin S.à R.L. (M&A rumors and discussions) A special or extraordinary shareholders meeting is scheduled for Feb 04, 2026, at 14:30 W.
BDB
€9.12
Banco di Desio e della Brianza
7D
-2.4%
1Y
5.1%