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Banca Generali LSE:0DQZ Stock Report

Last Price

€44.50

Market Cap

€5.1b

7D

-2.7%

1Y

32.9%

Updated

23 Dec, 2024

Data

Company Financials +

0DQZ Stock Overview

Distributes financial products and services for affluent and private customers through financial advisors primarily in Italy. More details

0DQZ fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance6/6
Financial Health5/6
Dividends4/6

My Notes

Capture your thoughts, links and company narrative

Banca Generali S.p.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Banca Generali
Historical stock prices
Current Share Price€44.50
52 Week High€45.86
52 Week Low€32.90
Beta1.04
1 Month Change2.02%
3 Month Change11.14%
1 Year Change32.94%
3 Year Change15.83%
5 Year Change53.45%
Change since IPO819.61%

Recent News & Updates

Recent updates

Shareholder Returns

0DQZGB Capital MarketsGB Market
7D-2.7%-2.3%-2.2%
1Y32.9%18.8%2.4%

Return vs Industry: 0DQZ exceeded the UK Capital Markets industry which returned 18.8% over the past year.

Return vs Market: 0DQZ exceeded the UK Market which returned 2.4% over the past year.

Price Volatility

Is 0DQZ's price volatile compared to industry and market?
0DQZ volatility
0DQZ Average Weekly Movement2.5%
Capital Markets Industry Average Movement3.7%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.5%
10% least volatile stocks in GB Market2.6%

Stable Share Price: 0DQZ has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0DQZ's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19971,104Gian Mossawww.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

How do Banca Generali's earnings and revenue compare to its market cap?
0DQZ fundamental statistics
Market cap€5.07b
Earnings (TTM)€409.65m
Revenue (TTM)€938.80m

12.4x

P/E Ratio

5.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0DQZ 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 Margin99.87%
Net Profit Margin43.64%
Debt/Equity Ratio93.8%

How did 0DQZ perform over the long term?

See historical performance and comparison

Dividends

4.8%

Current Dividend Yield

60%

Payout Ratio

Does 0DQZ pay a reliable dividends?

See 0DQZ dividend history and benchmarks
When do you need to buy 0DQZ by to receive an upcoming dividend?
Banca Generali dividend dates
Ex Dividend DateFeb 24 2025
Dividend Pay DateFeb 26 2025
Days until Ex dividend62 days
Days until Dividend pay date64 days

Does 0DQZ pay a reliable dividends?

See 0DQZ dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 01:26
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Enrico EspostiBanca Akros S.p.A. (ESN)
Gianantonio VillaniBanca Leonardo
Paola SabbioneBarclays