ACEA S.p.A.

BIT:ACE Stock Report

Market Cap: €4.7b

ACEA Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Fabrizio Palermo

Chief executive officer

€1.3m

Total compensation

CEO salary percentage59.81%
CEO tenure3.7yrs
CEO ownershipn/a
Management average tenure2.7yrs
Board average tenure3.1yrs

Recent management updates

Recent updates

ACE: Stable Margins And P/E Will Support Fair Value

Analysts have kept their ACEA price target broadly steady at about €24.90, reflecting largely unchanged views on fair value, discount rate, revenue trends, profit margins, and future P/E assumptions. Valuation Changes Fair Value: The estimated fair value is unchanged at about €24.90 per share.

ACE: Stable Margins And P/E Assumptions Will Support Fair Value

Analysts have kept their fair value estimate for ACEA steady at €24.90, citing largely unchanged assumptions around the discount rate, revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: Kept unchanged at €24.90, indicating no revision to the analyst fair value estimate.

Lacklustre Performance Is Driving ACEA S.p.A.'s (BIT:ACE) Low P/E

Feb 12
Lacklustre Performance Is Driving ACEA S.p.A.'s (BIT:ACE) Low P/E

ACE: Softer Revenue Contraction And Richer P/E Assumptions Will Support Fair Value

Analysts have nudged their price target for ACEA higher from €24.24 to €24.90, citing a slightly lower discount rate, a modestly softer projected revenue contraction and profit margin, and a somewhat richer assumed future P/E multiple. Valuation Changes Fair Value: Price target adjusted from €24.24 to €24.90, indicating a small upward move in the estimated fair value range.

ACE: Stable Margins And Refined Assumptions Will Support Fair Value

Analysts have raised their price target for ACEA from €23.68 to €24.24, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which slightly adjust their valuation framework. Valuation Changes Fair Value Estimate: updated from €23.68 to €24.24, representing a small upward adjustment in the target valuation.

ACE: Stable Margins And Minor Assumption Shifts Will Support Fair Value

Analysts have maintained their fair value target for ACEA at €23.68, with only minor adjustments to the discount rate, long term revenue growth assumptions and future P/E. This reflects a view that recent information does not materially change their overall valuation stance.

ACEA (BIT:ACE) Takes On Some Risk With Its Use Of Debt

Jan 07
ACEA (BIT:ACE) Takes On Some Risk With Its Use Of Debt

ACE: Stable Margins And Lower Risk Will Support Future Fair Value

Analysts have nudged their price target for ACEA slightly higher to $23.68 from $23.68, reflecting marginally lower perceived risk and stable long term earnings expectations despite relatively flat growth and margin assumptions. Valuation Changes Fair Value: Unchanged at €23.68 per share, indicating stable long term intrinsic value estimates.

Is Now The Time To Look At Buying ACEA S.p.A. (BIT:ACE)?

Dec 12
Is Now The Time To Look At Buying ACEA S.p.A. (BIT:ACE)?

ACE: Profit Margin Improvements And Lower Discount Rate Will Support Fair Value

Analysts have raised their price target for ACEA from $23.43 to $23.68. This change reflects improved profit margin forecasts and a modest reduction in the expected discount rate.

Do ACEA's (BIT:ACE) Earnings Warrant Your Attention?

Nov 27
Do ACEA's (BIT:ACE) Earnings Warrant Your Attention?

ACE: Profitability Updates And Risk Adjustments Will Support Fair Value Outlook

Analysts have modestly increased their price target for ACEA from $22.80 to $23.43. This reflects updated views on profitability, despite recent adjustments to growth expectations and risk factors.

Investors Don't See Light At End Of ACEA S.p.A.'s (BIT:ACE) Tunnel

Oct 28
Investors Don't See Light At End Of ACEA S.p.A.'s (BIT:ACE) Tunnel

Is ACEA (BIT:ACE) A Risky Investment?

Sep 27
Is ACEA (BIT:ACE) A Risky Investment?

Are Investors Undervaluing ACEA S.p.A. (BIT:ACE) By 25%?

Aug 27
Are Investors Undervaluing ACEA S.p.A. (BIT:ACE) By 25%?

These Analysts Think ACEA S.p.A.'s (BIT:ACE) Sales Are Under Threat

Aug 12
These Analysts Think ACEA S.p.A.'s (BIT:ACE) Sales Are Under Threat

Concerns Surrounding ACEA's (BIT:ACE) Performance

Aug 01
Concerns Surrounding ACEA's (BIT:ACE) Performance

ACEA S.p.A. Recorded A 28% Miss On Revenue: Analysts Are Revisiting Their Models

Jul 28
ACEA S.p.A. Recorded A 28% Miss On Revenue: Analysts Are Revisiting Their Models

Should You Be Adding ACEA (BIT:ACE) To Your Watchlist Today?

Jul 26
Should You Be Adding ACEA (BIT:ACE) To Your Watchlist Today?

ACEA S.p.A. (BIT:ACE) Analysts Are Pretty Bullish On The Stock After Recent Results

May 17
ACEA S.p.A. (BIT:ACE) Analysts Are Pretty Bullish On The Stock After Recent Results

ACEA S.p.A.'s (BIT:ACE) Business Is Trailing The Market But Its Shares Aren't

May 07
ACEA S.p.A.'s (BIT:ACE) Business Is Trailing The Market But Its Shares Aren't
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Tariff Uncertainties And Regulatory Risks Threaten Revenue Growth And Profitability

Overvaluation risks exist due to investor optimism amid uncertain tariff increases and potential slower revenue growth.

CEO Compensation Analysis

How has Fabrizio Palermo's remuneration changed compared to ACEA's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

€406m

Sep 30 2025n/an/a

€393m

Jun 30 2025n/an/a

€378m

Mar 31 2025n/an/a

€347m

Dec 31 2024€1m€775k

€332m

Sep 30 2024n/an/a

€354m

Jun 30 2024n/an/a

€298m

Mar 31 2024n/an/a

€304m

Dec 31 2023€2m€1m

€294m

Sep 30 2023n/an/a

€232m

Jun 30 2023n/an/a

€239m

Mar 31 2023n/an/a

€253m

Dec 31 2022€399k€399k

€280m

Compensation vs Market: Fabrizio's total compensation ($USD1.51M) is below average for companies of similar size in the Italian market ($USD2.61M).

Compensation vs Earnings: Fabrizio's compensation has been consistent with company performance over the past year.

CEO

Fabrizio Palermo (54 yo)

3.7yrs
Tenure
€1,295,689
Compensation

Mr. Fabrizio Palermo is Independent Non-executive Director of Assicurazioni Generali S.p.A since April 24, 2025. Mr. Palermo serves as Chief Executive Officer and Director of ACEA S.p.A. since September 26...

Leadership Team

NamePositionTenureCompensationOwnership
Fabrizio Palermo
CEO, GM & Director3.7yrs€1.30mno data
Valentina Bracaglia
CFO & Head of Planningno datano datano data
Vittorio Zane
Chief Operating Officer1.4yrsno datano data
Dario Michi
Head of Investor Relations2.7yrsno datano data
Giuseppe Villano
Chief Legal & Compliance Officer2.5yrsno datano data
Virman Cusenza
Chief Communication Officer2.9yrsno datano data
Emiliano Ranati
Chief People & Security Officer1.4yrsno datano data
Valerio Marra
Chief Commercial Officer1.1yrsno datano data
Simone Bontempo
Chief Audit Officerno datano datano data
Marco Pastorello
Chief Tranformation Officer2.7yrsno datano data
Marco Ricciotti
Head of Mergers & Acquisitions2.7yrsno datano data
Valeria Santarossa
Head of Sponsorship & Value Liberality2.7yrsno datano data
2.7yrs
Average Tenure
55yo
Average Age

Experienced Management: ACE's management team is considered experienced (2.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Fabrizio Palermo
CEO, GM & Director3.7yrs€1.30mno data
Francesco Buresti
CEO of Acea Acqua & Chairman of a.Quantum1.8yrsno datano data
Alessandro Caltagirone
Non-Executive Director9.1yrs€45.00kno data
Antonella Bianchessi
Independent Non-Executive Director3.1yrs€75.00kno data
Antonino Cusimano
Independent Non-Executive Director3.1yrs€60.00kno data
Massimiliano Capece del Sasso
Independent Non-Executive Director11.1yrs€135.00k0.0060%
€ 283.6k
Vincenza Rutigliano
Non-Executive Director3.1yrs€116.78kno data
Elisabetta Maggini
Independent Non-Executive Director3.1yrs€98.97kno data
Alessandro Picardi
Independent Non-Executive Director3.1yrs€98.97kno data
Angelo Piazza
Independent Non-Executive Director3.1yrs€90.00kno data
Barbara Marinali
Independent Non-Executive Chairwoman3.3yrs€299.81kno data
Giampiero Tasco
Chairman of Statutory Auditors1.3yrsno datano data
3.1yrs
Average Tenure
57yo
Average Age

Experienced Board: ACE's board of directors are considered experienced (3.1 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 17:46
End of Day Share Price 2026/05/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

ACEA S.p.A. is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Francesco SalaBanca Akros S.p.A. (ESN)
Tommaso MarabiniBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)