AMUNDI SA (AMUN.PA) Fundamental Analysis & Valuation

EPA:AMUN • FR0004125920

Current stock price

75.5 EUR
-0.2 (-0.26%)
Last:

This AMUN.PA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. AMUN.PA Profitability Analysis

1.1 Basic Checks

  • AMUN had positive earnings in the past year.
  • AMUN had positive earnings in each of the past 5 years.
  • Of the past 5 years AMUN 4 years had a positive operating cash flow.
AMUN.PA Yearly Net Income VS EBIT VS OCF VS FCFAMUN.PA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B

1.2 Ratios

  • AMUN has a better Return On Assets (8.10%) than 85.09% of its industry peers.
  • AMUN's Return On Equity of 26.45% is amongst the best of the industry. AMUN outperforms 88.60% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 7.41%, AMUN is in the better half of the industry, outperforming 76.32% of the companies in the same industry.
Industry RankSector Rank
ROA 8.1%
ROE 26.45%
ROIC 7.41%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
AMUN.PA Yearly ROA, ROE, ROICAMUN.PA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8 10

1.3 Margins

  • Looking at the Profit Margin, with a value of 38.04%, AMUN belongs to the top of the industry, outperforming 83.33% of the companies in the same industry.
  • AMUN's Profit Margin has improved in the last couple of years.
  • AMUN has a better Operating Margin (39.83%) than 76.32% of its industry peers.
  • AMUN's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 39.83%
PM (TTM) 38.04%
GM N/A
OM growth 3Y34.66%
OM growth 5Y16.54%
PM growth 3Y37.11%
PM growth 5Y18.79%
GM growth 3YN/A
GM growth 5YN/A
AMUN.PA Yearly Profit, Operating, Gross MarginsAMUN.PA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. AMUN.PA Health Analysis

2.1 Basic Checks

  • AMUN has more shares outstanding than it did 1 year ago.
  • AMUN has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for AMUN has been reduced compared to a year ago.
AMUN.PA Yearly Shares OutstandingAMUN.PA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
AMUN.PA Yearly Total Debt VS Total AssetsAMUN.PA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

2.2 Solvency

  • Based on the Altman-Z score of 1.13, we must say that AMUN is in the distress zone and has some risk of bankruptcy.
  • AMUN has a Altman-Z score (1.13) which is comparable to the rest of the industry.
  • A Debt/Equity ratio of 0.19 indicates that AMUN is not too dependend on debt financing.
  • AMUN has a better Debt to Equity ratio (0.19) than 72.81% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF N/A
Altman-Z 1.13
ROIC/WACCN/A
WACCN/A
AMUN.PA Yearly LT Debt VS Equity VS FCFAMUN.PA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 0.83 indicates that AMUN may have some problems paying its short term obligations.
  • AMUN's Current ratio of 0.83 is in line compared to the rest of the industry. AMUN outperforms 52.63% of its industry peers.
  • AMUN has a Quick Ratio of 0.83. This is a bad value and indicates that AMUN is not financially healthy enough and could expect problems in meeting its short term obligations.
  • AMUN has a Quick ratio (0.83) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 0.83
Quick Ratio 0.83
AMUN.PA Yearly Current Assets VS Current LiabilitesAMUN.PA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. AMUN.PA Growth Analysis

3.1 Past

  • The earnings per share for AMUN have decreased by -2.52% in the last year.
  • AMUN shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 6.65% yearly.
  • The Revenue has been growing slightly by 2.33% in the past year.
  • Measured over the past years, AMUN shows a decrease in Revenue. The Revenue has been decreasing by -5.85% on average per year.
EPS 1Y (TTM)-2.52%
EPS 3Y4.3%
EPS 5Y6.65%
EPS Q2Q%-1.09%
Revenue 1Y (TTM)2.33%
Revenue growth 3Y-16.84%
Revenue growth 5Y-5.85%
Sales Q2Q%-4.44%

3.2 Future

  • Based on estimates for the next years, AMUN will show a small growth in Earnings Per Share. The EPS will grow by 2.30% on average per year.
  • The Revenue is expected to grow by 3.52% on average over the next years.
EPS Next Y8.62%
EPS Next 2Y8.93%
EPS Next 3Y6.68%
EPS Next 5Y2.3%
Revenue Next Year1.46%
Revenue Next 2Y2.55%
Revenue Next 3Y2.29%
Revenue Next 5Y3.52%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
AMUN.PA Yearly Revenue VS EstimatesAMUN.PA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B
AMUN.PA Yearly EPS VS EstimatesAMUN.PA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6 8

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5

4. AMUN.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 11.47, the valuation of AMUN can be described as very reasonable.
  • Based on the Price/Earnings ratio, AMUN is valued a bit cheaper than the industry average as 79.82% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of AMUN to the average of the S&P500 Index (26.78), we can say AMUN is valued rather cheaply.
  • Based on the Price/Forward Earnings ratio of 10.56, the valuation of AMUN can be described as reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of AMUN indicates a rather cheap valuation: AMUN is cheaper than 85.96% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of AMUN to the average of the S&P500 Index (23.54), we can say AMUN is valued rather cheaply.
Industry RankSector Rank
PE 11.47
Fwd PE 10.56
AMUN.PA Price Earnings VS Forward Price EarningsAMUN.PA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
AMUN.PA Per share dataAMUN.PA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • AMUN's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • AMUN has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.33
PEG (5Y)1.73
EPS Next 2Y8.93%
EPS Next 3Y6.68%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. AMUN.PA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.61%, AMUN is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 3.20, AMUN pays a better dividend. On top of this AMUN pays more dividend than 87.72% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.83, AMUN pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.61%

5.2 History

Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years5
AMUN.PA Yearly Dividends per shareAMUN.PA Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

DPN/A
EPS Next 2Y8.93%
EPS Next 3Y6.68%
AMUN.PA Yearly Income VS Free CF VS DividendAMUN.PA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B

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AMUN.PA Fundamentals: All Metrics, Ratios and Statistics

AMUNDI SA

EPA:AMUN (4/10/2026, 7:00:00 PM)

75.5

-0.2 (-0.26%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners79.05%
Inst Owner ChangeN/A
Ins Owners0.01%
Ins Owner ChangeN/A
Market Cap15.58B
Revenue(TTM)8.34B
Net Income(TTM)3.17B
Analysts78
Price Target83.53 (10.64%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.61%
Yearly Dividend4.1
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years1
Div Non Decr Years5
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.46%
Min EPS beat(2)4.43%
Max EPS beat(2)4.48%
EPS beat(4)2
Avg EPS beat(4)-1.97%
Min EPS beat(4)-8.89%
Max EPS beat(4)4.48%
EPS beat(8)4
Avg EPS beat(8)-0.65%
EPS beat(12)6
Avg EPS beat(12)0.16%
EPS beat(16)9
Avg EPS beat(16)2.44%
Revenue beat(2)1
Avg Revenue beat(2)1.05%
Min Revenue beat(2)-0.39%
Max Revenue beat(2)2.49%
Revenue beat(4)2
Avg Revenue beat(4)-1.06%
Min Revenue beat(4)-8.64%
Max Revenue beat(4)2.49%
Revenue beat(8)4
Avg Revenue beat(8)-0.46%
Revenue beat(12)6
Avg Revenue beat(12)-0.47%
Revenue beat(16)10
Avg Revenue beat(16)34.29%
PT rev (1m)1.52%
PT rev (3m)12.39%
EPS NQ rev (1m)-0.33%
EPS NQ rev (3m)-9.6%
EPS NY rev (1m)0%
EPS NY rev (3m)0.07%
Revenue NQ rev (1m)-0.18%
Revenue NQ rev (3m)-0.51%
Revenue NY rev (1m)-0.63%
Revenue NY rev (3m)-0.12%
Valuation
Industry RankSector Rank
PE 11.47
Fwd PE 10.56
P/S 1.87
P/FCF N/A
P/OCF N/A
P/B 1.3
P/tB 3.09
EV/EBITDA N/A
EPS(TTM)6.58
EY8.72%
EPS(NY)7.15
Fwd EY9.47%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS40.4
BVpS58.11
TBVpS24.45
PEG (NY)1.33
PEG (5Y)1.73
Graham Number92.75
Profitability
Industry RankSector Rank
ROA 8.1%
ROE 26.45%
ROCE 9.88%
ROIC 7.41%
ROICexc 7.82%
ROICexgc 9.88%
OM 39.83%
PM (TTM) 38.04%
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y34.66%
OM growth 5Y16.54%
PM growth 3Y37.11%
PM growth 5Y18.79%
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0.21
Health
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.83
Quick Ratio 0.83
Altman-Z 1.13
F-ScoreN/A
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-2.52%
EPS 3Y4.3%
EPS 5Y6.65%
EPS Q2Q%-1.09%
EPS Next Y8.62%
EPS Next 2Y8.93%
EPS Next 3Y6.68%
EPS Next 5Y2.3%
Revenue 1Y (TTM)2.33%
Revenue growth 3Y-16.84%
Revenue growth 5Y-5.85%
Sales Q2Q%-4.44%
Revenue Next Year1.46%
Revenue Next 2Y2.55%
Revenue Next 3Y2.29%
Revenue Next 5Y3.52%
EBIT growth 1Y36.49%
EBIT growth 3Y11.99%
EBIT growth 5Y9.72%
EBIT Next Year8.38%
EBIT Next 3Y4.88%
EBIT Next 5Y4.16%
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A

AMUNDI SA / AMUN.PA Fundamental Analysis FAQ

What is the ChartMill fundamental rating of AMUNDI SA (AMUN.PA) stock?

ChartMill assigns a fundamental rating of 4 / 10 to AMUN.PA.


What is the valuation status of AMUNDI SA (AMUN.PA) stock?

ChartMill assigns a valuation rating of 5 / 10 to AMUNDI SA (AMUN.PA). This can be considered as Fairly Valued.


How profitable is AMUNDI SA (AMUN.PA) stock?

AMUNDI SA (AMUN.PA) has a profitability rating of 6 / 10.


What is the valuation of AMUNDI SA based on its PE and PB ratios?

The Price/Earnings (PE) ratio for AMUNDI SA (AMUN.PA) is 11.47 and the Price/Book (PB) ratio is 1.3.


Can you provide the expected EPS growth for AMUN stock?

The Earnings per Share (EPS) of AMUNDI SA (AMUN.PA) is expected to grow by 8.62% in the next year.