AMUNDI SA (AMUN.PA) Fundamental Analysis & Valuation

EPA:AMUN • FR0004125920

Current stock price

74.1 EUR
-1.75 (-2.31%)
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.
  • Each year in the past 5 years AMUN has been profitable.
  • In multiple years AMUN reported negative operating cash flow during the last 5 years.
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 Return On Assets of 8.10%. This is amongst the best in the industry. AMUN outperforms 84.21% of its industry peers.
  • Looking at the Return On Equity, with a value of 26.45%, AMUN belongs to the top of the industry, outperforming 89.47% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 7.41%, AMUN is in the better half of the industry, outperforming 75.44% 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

  • With an excellent Profit Margin value of 38.04%, AMUN belongs to the best of the industry, outperforming 84.21% of the companies in the same industry.
  • AMUN's Profit Margin has improved in the last couple of years.
  • AMUN has a Operating Margin of 39.83%. This is in the better half of the industry: AMUN outperforms 75.44% 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

  • There is no outstanding debt for AMUN. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
AMUN.PA Yearly Shares OutstandingAMUN.PA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 10B 20B 30B

2.2 Solvency

  • AMUN has an Altman-Z score of 1.13. This is a bad value and indicates that AMUN is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 1.13, AMUN perfoms like the industry average, outperforming 57.02% of the companies in the same industry.
  • A Debt/Equity ratio of 0.19 indicates that AMUN is not too dependend on debt financing.
  • With a decent Debt to Equity ratio value of 0.19, AMUN is doing good in the industry, outperforming 72.81% of the companies in the same industry.
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 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 51.75% of its industry peers.
  • A Quick Ratio of 0.83 indicates that AMUN may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.83, AMUN perfoms like the industry average, outperforming 52.63% of the companies in the same 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 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.
  • The Earnings Per Share has been growing slightly by 6.65% on average over the past years.
  • The Revenue has been growing slightly by 2.33% in the past year.
  • AMUN shows a decrease in Revenue. Measured over the last years, the Revenue has been decreasing by -5.85% yearly.
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 Year2.1%
Revenue Next 2Y2.67%
Revenue Next 3Y2.33%
Revenue Next 5Y3.52%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • 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

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5

4. AMUN.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 11.26, the valuation of AMUN can be described as very reasonable.
  • AMUN's Price/Earnings ratio is rather cheap when compared to the industry. AMUN is cheaper than 80.70% of the companies in the same industry.
  • AMUN is valuated cheaply when we compare the Price/Earnings ratio to 25.51, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 10.37, the valuation of AMUN can be described as very reasonable.
  • AMUN's Price/Forward Earnings ratio is rather cheap when compared to the industry. AMUN is cheaper than 87.72% of the companies in the same industry.
  • AMUN is valuated cheaply when we compare the Price/Forward Earnings ratio to 22.76, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 11.26
Fwd PE 10.37
AMUN.PA Price Earnings VS Forward Price EarningsAMUN.PA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

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.
  • The decent profitability rating of AMUN may justify a higher PE ratio.
PEG (NY)1.31
PEG (5Y)1.69
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

  • AMUN has a Yearly Dividend Yield of 5.85%, which is a nice return.
  • AMUN's Dividend Yield is rather good when compared to the industry average which is at 3.30. AMUN pays more dividend than 88.60% of the companies in the same industry.
  • AMUN's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 5.85%

5.2 History

Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years4
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 (4/2/2026, 5:36:15 PM)

74.1

-1.75 (-2.31%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners78.94%
Inst Owner ChangeN/A
Ins Owners0%
Ins Owner ChangeN/A
Market Cap15.29B
Revenue(TTM)8.34B
Net Income(TTM)3.17B
Analysts78
Price Target83.84 (13.14%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.85%
Yearly Dividend4.1
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years1
Div Non Decr Years4
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)-4.19%
EPS NQ rev (3m)-9.3%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)0.07%
Revenue NQ rev (1m)0.36%
Revenue NQ rev (3m)-0.33%
Revenue NY rev (1m)0.4%
Revenue NY rev (3m)0.52%
Valuation
Industry RankSector Rank
PE 11.26
Fwd PE 10.37
P/S 1.83
P/FCF N/A
P/OCF N/A
P/B 1.28
P/tB 3.03
EV/EBITDA N/A
EPS(TTM)6.58
EY8.88%
EPS(NY)7.15
Fwd EY9.64%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS40.4
BVpS58.11
TBVpS24.45
PEG (NY)1.31
PEG (5Y)1.69
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 Year2.1%
Revenue Next 2Y2.67%
Revenue Next 3Y2.33%
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 11.26 and the Price/Book (PB) ratio is 1.28.


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.