BGN Stock Overview
Distributes financial products and services for affluent and private customers through financial advisors primarily in Italy. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 6/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Banca Generali S.p.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €44.42 |
| 52 Week High | €45.70 |
| 52 Week Low | €33.27 |
| Beta | 1.04 |
| 1 Month Change | 1.97% |
| 3 Month Change | 10.72% |
| 1 Year Change | 32.08% |
| 3 Year Change | 15.68% |
| 5 Year Change | 53.70% |
| Change since IPO | 54.48% |
Recent News & Updates
Recent updates
Shareholder Returns
| BGN | AT Capital Markets | AT Market | |
|---|---|---|---|
| 7D | -2.0% | -3.0% | -0.8% |
| 1Y | 32.1% | 13.4% | -1.6% |
Return vs Industry: BGN exceeded the Austrian Capital Markets industry which returned 13.4% over the past year.
Return vs Market: BGN exceeded the Austrian Market which returned -1.6% over the past year.
Price Volatility
| BGN volatility | |
|---|---|
| BGN Average Weekly Movement | 2.2% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in AT Market | 6.3% |
| 10% least volatile stocks in AT Market | 2.1% |
Stable Share Price: BGN has not had significant price volatility in the past 3 months compared to the Austrian market.
Volatility Over Time: BGN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1997 | 1,104 | Gian Mossa | www.bancagenerali.com |
Banca Generali S.p.A. distributes financial products and services for affluent and private customers through financial advisors primarily in Italy. It operates through Wealth Management Cash-Generating Unit (CGU) and Private Banking CGU segments. The company offers banking accounts and services; advisory services on the purchase and sale of securities on the secondary and primary markets; asset management services and mutual funds; insurance investments; and wealth management and trust services.
Banca Generali S.p.A. Fundamentals Summary
| BGN fundamental statistics | |
|---|---|
| Market cap | €5.07b |
| Earnings (TTM) | €409.65m |
| Revenue (TTM) | €938.80m |
12.4x
P/E Ratio5.4x
P/S RatioIs BGN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BGN income statement (TTM) | |
|---|---|
| Revenue | €938.80m |
| Cost of Revenue | €1.23m |
| Gross Profit | €937.57m |
| Other Expenses | €527.93m |
| Earnings | €409.65m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.60 |
| Gross Margin | 99.87% |
| Net Profit Margin | 43.64% |
| Debt/Equity Ratio | 93.8% |
How did BGN perform over the long term?
See historical performance and comparisonDividends
4.8%
Current Dividend Yield60%
Payout RatioDoes BGN pay a reliable dividends?
See BGN dividend history and benchmarks| Banca Generali dividend dates | |
|---|---|
| Ex Dividend Date | Feb 24 2025 |
| Dividend Pay Date | Feb 26 2025 |
| Days until Ex dividend | 62 days |
| Days until Dividend pay date | 64 days |
Does BGN pay a reliable dividends?
See BGN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/23 00:12 |
| End of Day Share Price | 2024/12/23 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Banca Generali S.p.A. is covered by 18 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Enrico Esposti | Banca Akros S.p.A. (ESN) |
| Gianantonio Villani | Banca Leonardo |
| Paola Sabbione | Barclays |