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CFM Indosuez Wealth Management

Market Cap

€567.3m

Last Updated

2021/05/10 19:17 UTC

Data Sources

Company Financials

Executive Summary

CFM Indosuez Wealth Management SA provides commercial and corporate banking services to individuals, professionals, and businesses and institutions in Monaco. More Details


Snowflake Analysis

Poor track record not a dividend payer.

Share Price & News

How has CFM Indosuez Wealth Management's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: Insufficient data to determine MLCFM's volatility over the past 3 months.

Volatility Over Time: Insufficient data to determine MLCFM's volatility change over the past year.


Market Performance


7 Day Return

0%

MLCFM

3.6%

FR Banks

0.6%

FR Market


1 Year Return

11.2%

MLCFM

75.1%

FR Banks

43.0%

FR Market

Return vs Industry: MLCFM underperformed the French Banks industry which returned 70% over the past year.

Return vs Market: MLCFM underperformed the French Market which returned 42% over the past year.


Shareholder returns

MLCFMIndustryMarket
7 Day0%3.6%0.6%
30 Day0%7.3%3.4%
90 Day10.0%27.3%11.3%
1 Year11.2%11.2%76.3%75.1%46.4%43.0%
3 Year8.3%-1.0%-4.2%-15.6%28.7%18.3%
5 Year28.2%4.2%47.7%18.2%86.7%60.1%

Long-Term Price Volatility Vs. Market

How volatile is CFM Indosuez Wealth Management's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is CFM Indosuez Wealth Management undervalued compared to its fair value and its price relative to the market?


Share Price vs. Fair Value

Below Fair Value: MLCFM (€990) is trading above our estimate of fair value (€280.25)

Significantly Below Fair Value: MLCFM is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: Insufficient data to calculate MLCFM's PE Ratio to determine if it is good value compared to the FR Banks industry average.

PE vs Market: Insufficient data to calculate MLCFM's PE Ratio to determine if it is good value compared to the French market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate MLCFM's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: Insufficient data to calculate MLCFM's PB Ratio to determine if it is good value.


Future Growth

How is CFM Indosuez Wealth Management forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

14.5%

Forecasted Banks industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as CFM Indosuez Wealth Management has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Past Performance

How has CFM Indosuez Wealth Management performed over the past 5 years?

-9.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: MLCFM has high quality earnings.

Growing Profit Margin: MLCFM's current net profit margins (18.8%) are lower than last year (38.9%).


Past Earnings Growth Analysis

Earnings Trend: MLCFM's earnings have declined by 9.6% per year over the past 5 years.

Accelerating Growth: MLCFM's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: MLCFM had negative earnings growth (-55.5%) over the past year, making it difficult to compare to the Banks industry average (-32.9%).


Return on Equity

High ROE: Insufficient data to calculate MLCFM's Return on Equity to determine if it is high.


Financial Health

How is CFM Indosuez Wealth Management's financial position? (This company is analysed differently as a bank or financial institution)


Financial Position Analysis


Debt to Equity History and Analysis


Balance Sheet


Financial Institutions Analysis

Asset Level: Insufficient data to determine if MLCFM's has appropriate level of Assets to Equity ratio.

Allowance for Bad Loans: Insufficient data to determine if MLCFM has a sufficient allowance for bad loans.

Low Risk Liabilities: MLCFM reports no customer deposits, 100% of its liabilities are made up of higher risk sources of funding.

Loan Level: Insufficient data to determine if MLCFM has an appropriate level of Loans to Assets ratio.

Low Risk Deposits: MLCFM reports no customer deposits, loans are made up entirely of externally borrowed funds.

Level of Bad Loans: Insufficient data to determine if MLCFM has an appropriate level of bad loans.


Dividend

What is CFM Indosuez Wealth Management current dividend yield, its reliability and sustainability?

2.05%

Current Dividend Yield


Upcoming Dividend Payment

TodayMay 11 2021Ex Dividend DateMay 25 2021Dividend Pay DateMay 27 20212 days from Ex DividendBuy in the next 14 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: MLCFM's dividend (2.05%) is higher than the bottom 25% of dividend payers in the French market (1.3%).

High Dividend: MLCFM's dividend (2.05%) is low compared to the top 25% of dividend payers in the French market (3.98%).


Stability and Growth of Payments

Stable Dividend: MLCFM's dividend payments have been volatile in the past 10 years.

Growing Dividend: MLCFM's dividend payments have fallen over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

1.1yrs

Average management tenure


CEO

Mathieu Ferragut

2.42yrs

Tenure

Mr. Mathieu Ferragut has been Chief Executive Officer of CFM Indosuez Wealth Management SA since December 3, 2018 and serves as its Managing Director. Mr. Ferragut has been Chief Executive Officer of CFM I...


Leadership Team

Experienced Management: MLCFM's management team is not considered experienced ( 1.1 years average tenure), which suggests a new team.


Board Members

Experienced Board: MLCFM's board of directors are considered experienced (4.2 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

CFM Indosuez Wealth Management SA's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: CFM Indosuez Wealth Management SA
  • Ticker: MLCFM
  • Exchange: ENXTPA
  • Founded: 1922
  • Industry: Diversified Banks
  • Sector: Banks
  • Market Cap: €567.270m
  • Shares outstanding: 573.00k
  • Website: https://monaco.ca-indosuez.com

Number of Employees


Location

  • CFM Indosuez Wealth Management SA
  • 11, boulevard Albert 1er
  • Monaco
  • Monaco

Listings


Biography

CFM Indosuez Wealth Management SA provides commercial and corporate banking services to individuals, professionals, and businesses and institutions in Monaco. It offers savings products, loans, insurance, ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/05/10 19:17
End of Day Share Price2021/04/20 00:00
Earnings2020/12/31
Annual Earnings2020/12/31


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.