AMUNDI SA (AMUN.PA) Fundamental Analysis & Valuation

EPA:AMUN • FR0004125920

Current stock price

71.6 EUR
-1.4 (-1.92%)
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 better Return On Assets (8.10%) than 85.83% of its industry peers.
  • With an excellent Return On Equity value of 26.45%, AMUN belongs to the best of the industry, outperforming 87.50% of the companies in the same industry.
  • AMUN's Return On Invested Capital of 7.41% is fine compared to the rest of the industry. AMUN outperforms 75.83% of its industry peers.
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

  • AMUN has a Profit Margin of 38.04%. This is amongst the best in the industry. AMUN outperforms 84.17% of its industry peers.
  • AMUN's Profit Margin has improved in the last couple of years.
  • The Operating Margin of AMUN (39.83%) is better than 76.67% 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

  • Based on the Altman-Z score of 1.11, we must say that AMUN is in the distress zone and has some risk of bankruptcy.
  • AMUN has a Altman-Z score (1.11) which is in line with its industry peers.
  • 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 74.17% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF N/A
Altman-Z 1.11
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

  • AMUN has a Current 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 Current ratio (0.83) which is comparable to the rest of the industry.
  • 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.
  • The Quick ratio of AMUN (0.83) 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 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.
  • 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

  • The Earnings Per Share is expected to grow by 2.30% on average over the next years.
  • AMUN is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.52% yearly.
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

  • 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

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5

4. AMUN.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 10.88, 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 82.50% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of AMUN to the average of the S&P500 Index (25.23), we can say AMUN is valued rather cheaply.
  • The Price/Forward Earnings ratio is 10.02, which indicates a very decent valuation of AMUN.
  • 88.33% of the companies in the same industry are more expensive than AMUN, based on the Price/Forward Earnings ratio.
  • AMUN's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.42.
Industry RankSector Rank
PE 10.88
Fwd PE 10.02
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.
  • The decent profitability rating of AMUN may justify a higher PE ratio.
PEG (NY)1.26
PEG (5Y)1.64
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 5.82%, which is a nice return.
  • Compared to an average industry Dividend Yield of 3.25, AMUN pays a better dividend. On top of this AMUN pays more dividend than 87.50% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, AMUN pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.82%

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 (3/20/2026, 7:00:00 PM)

71.6

-1.4 (-1.92%)

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 Cap14.78B
Revenue(TTM)8.34B
Net Income(TTM)3.17B
Analysts78
Price Target82.59 (15.35%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.82%
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)5.2%
PT rev (3m)11.81%
EPS NQ rev (1m)-4.19%
EPS NQ rev (3m)-9.3%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-0.26%
Revenue NQ rev (1m)0.36%
Revenue NQ rev (3m)-0.33%
Revenue NY rev (1m)0.52%
Revenue NY rev (3m)0.52%
Valuation
Industry RankSector Rank
PE 10.88
Fwd PE 10.02
P/S 1.77
P/FCF N/A
P/OCF N/A
P/B 1.23
P/tB 2.93
EV/EBITDA N/A
EPS(TTM)6.58
EY9.19%
EPS(NY)7.15
Fwd EY9.98%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS40.4
BVpS58.11
TBVpS24.45
PEG (NY)1.26
PEG (5Y)1.64
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 1.11
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.


What is the profitability of AMUN stock?

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


What is the financial health of AMUNDI SA (AMUN.PA) stock?

The financial health rating of AMUNDI SA (AMUN.PA) is 2 / 10.


What is the earnings growth outlook for AMUNDI SA?

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