Full history for every metric is available with a Kvantra account
Key financial summary
Financials in EURTTM unavailable| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total net revenue | €m | 711 | 807 | 743 | 919 | 1,137 | 1,527 | - | - |
| Operating profit | €m | 573 | - | ||||||
| Net profit | €m | 275 | 323 | 213 | 326 | 431 | 446 | - | 443 |
| EPS reported | € | 3.91 | - | ||||||
| Operating cashflow per share | € | 4.38 | - | ||||||
| Capex per share | € | 0.02 | - | ||||||
| FCF per share | € | 4.36 | - | ||||||
| Free cash flow | €m | 497 | - | ||||||
| Net debt | €m | 1,253 | - | ||||||
| Book value equity | €m | 1,466 | - | ||||||
| Book value per share | € | 12.86 | - | ||||||
| Number of shares | m | 113.95 | - | ||||||
| DPS (TTM paid) | € | 2.85 | - |
Financial summary
Financials in EURTTM unavailable| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 14.63 | - | ||||||
| P/B LTM | x | 4.45 | - | ||||||
| P/S LTM | x | 4.27 | - | ||||||
| P/FCF LTM | x | 13.12 | - | ||||||
| EV/EBITDA LTM | x | 14.27 | - | ||||||
| EV/Sales LTM | x | 4.97 | - | ||||||
| Earnings Yield LTM | % | 6.84% | - | ||||||
| FCF Yield | % | 7.62% | - | ||||||
| Quality | |||||||||
| ROE | % | 30.41% | - | ||||||
| ROIC | % | 2.40% | - | ||||||
| Operating margin | % | 34.70% | - | ||||||
| Gross margin | % | 99.77% | - | ||||||
| FCF/Sales | % | 30.10% | - | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +3.44% | - | ||||||
| Sales Growth YoY | % | +34.25% | - | ||||||
| Net Income Growth YoY | % | +3.38% | - | ||||||
| FCF Growth | % | +18.61% | - | ||||||
| Operating Profit Growth | % | +0.53% | - | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 4.94% | - | ||||||
| Dividend Growth | % | +3.64% | - | ||||||
| Payout Ratio | % | 72.25% | - | ||||||
| FCF/Debt | x | 0.24 | - | ||||||
| Net Debt/EBITDA | x | 2.94 | - | ||||||
| EBIT/Net interest | x | 4.63 | - | ||||||
| Net debt/market cap | % | 19.23% | - | ||||||
| Net debt/Equity | x | 0.85 | - | ||||||
| Gross debt/equity | x | 1.44 | - | ||||||
ETFs that hold Banca Generali
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Amundi FTSE Italia PMI PIR 2020 UCITS ETF Acc | 0XCK.IL | 1 | 7.39% |
Funds with Banca Generali among their ten largest holdings, largest fund first.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
Company overview
Banca Generali S.p.A., founded in 1997 and headquartered in Trieste, Italy, focuses on providing a wide array of financial products and services. The firm primarily caters to affluent and high-net-worth clients within Italy, distributing its offerings through a dedicated network of financial advisors. Its operational structure is divided into two main segments: Wealth Management and Private Banking. The company's extensive service portfolio includes asset management solutions such as personalized portfolio management, investment advisory, and the administration of mutual funds. It also offers sophisticated managed solutions, which encompass various funds, SICAVs, and both financial and insurance-linked wrapper products. Additionally, Banca Generali delivers traditional banking and insurance services, alongside specialized trade finance solutions. The company maintains a significant physical presence, operating 218 bank branches and financial advisor offices.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Banca Generali S.p.A. (BGN.MI)
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Amundi FTSE Italia PMI PIR 2020 UCITS ETF Acc | 0XCK.IL | 1 | 7.39% |
Funds with Banca Generali among their ten largest holdings, largest fund first.
Based on consensus from external analysts. Not Kvantra's opinion.
Banca Generali S.p.A., founded in 1997 and headquartered in Trieste, Italy, focuses on providing a wide array of financial products and services. The firm primarily caters to affluent and high-net-worth clients within Italy, distributing its offerings through a dedicated network of financial advisors. Its operational structure is divided into two main segments: Wealth Management and Private Banking. The company's extensive service portfolio includes asset management solutions such as personalized portfolio management, investment advisory, and the administration of mutual funds. It also offers sophisticated managed solutions, which encompass various funds, SICAVs, and both financial and insurance-linked wrapper products. Additionally, Banca Generali delivers traditional banking and insurance services, alongside specialized trade finance solutions. The company maintains a significant physical presence, operating 218 bank branches and financial advisor offices.
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