AMUNDI SA (ANI.DE) Fundamental Analysis & Valuation

FRA:ANI • FR0004125920

Current stock price

76.55 EUR
-1.3 (-1.67%)
Last:

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

6

1. ANI.DE Profitability Analysis

1.1 Basic Checks

  • ANI had positive earnings in the past year.
  • In the past year ANI had a positive cash flow from operations.
  • In the past 5 years ANI has always been profitable.
  • ANI had a positive operating cash flow in 4 of the past 5 years.
ANI.DE Yearly Net Income VS EBIT VS OCF VS FCFANI.DE 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

  • ANI has a Return On Assets of 5.74%. This is in the better half of the industry: ANI outperforms 78.26% of its industry peers.
  • With a decent Return On Equity value of 17.58%, ANI is doing good in the industry, outperforming 79.13% of the companies in the same industry.
  • ANI's Return On Invested Capital of 5.01% is fine compared to the rest of the industry. ANI outperforms 71.30% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for ANI is significantly below the industry average of 8.59%.
  • The last Return On Invested Capital (5.01%) for ANI is above the 3 year average (3.54%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 5.74%
ROE 17.58%
ROIC 5.01%
ROA(3y)3.77%
ROA(5y)3.97%
ROE(3y)11.83%
ROE(5y)11.61%
ROIC(3y)3.54%
ROIC(5y)3.88%
ANI.DE Yearly ROA, ROE, ROICANI.DE 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

  • The Profit Margin of ANI (26.71%) is better than 75.65% of its industry peers.
  • ANI's Profit Margin has improved in the last couple of years.
  • ANI has a better Operating Margin (26.60%) than 71.30% of its industry peers.
  • ANI's Operating Margin has declined in the last couple of years.
  • With a decent Gross Margin value of 41.32%, ANI is doing good in the industry, outperforming 64.35% of the companies in the same industry.
  • In the last couple of years the Gross Margin of ANI has remained more or less at the same level.
Industry RankSector Rank
OM 26.6%
PM (TTM) 26.71%
GM 41.32%
OM growth 3Y0.87%
OM growth 5Y-2.01%
PM growth 3Y11.3%
PM growth 5Y4.82%
GM growth 3Y-0.49%
GM growth 5Y-1.47%
ANI.DE Yearly Profit, Operating, Gross MarginsANI.DE 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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4

2. ANI.DE Health Analysis

2.1 Basic Checks

  • ANI has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for ANI has been increased compared to 5 years ago.
  • Compared to 1 year ago, ANI has an improved debt to assets ratio.
ANI.DE Yearly Shares OutstandingANI.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
ANI.DE Yearly Total Debt VS Total AssetsANI.DE 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

  • ANI has an Altman-Z score of 1.08. This is a bad value and indicates that ANI is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.08, ANI is in line with its industry, outperforming 53.91% of the companies in the same industry.
  • The Debt to FCF ratio of ANI is 1.16, which is an excellent value as it means it would take ANI, only 1.16 years of fcf income to pay off all of its debts.
  • ANI has a Debt to FCF ratio of 1.16. This is amongst the best in the industry. ANI outperforms 91.30% of its industry peers.
  • A Debt/Equity ratio of 0.16 indicates that ANI is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.16, ANI is in the better half of the industry, outperforming 73.91% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.16
Debt/FCF 1.16
Altman-Z 1.08
ROIC/WACCN/A
WACCN/A
ANI.DE Yearly LT Debt VS Equity VS FCFANI.DE 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

  • ANI has a Current Ratio of 0.81. This is a bad value and indicates that ANI is not financially healthy enough and could expect problems in meeting its short term obligations.
  • ANI has a Current ratio (0.81) which is comparable to the rest of the industry.
  • ANI has a Quick Ratio of 0.81. This is a bad value and indicates that ANI is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.81, ANI is in line with its industry, outperforming 51.30% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.81
Quick Ratio 0.81
ANI.DE Yearly Current Assets VS Current LiabilitesANI.DE 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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3

3. ANI.DE Growth Analysis

3.1 Past

  • The earnings per share for ANI have decreased by -2.52% in the last year.
  • Measured over the past 5 years, ANI shows a small growth in Earnings Per Share. The EPS has been growing by 6.65% on average per year.
  • Looking at the last year, ANI shows a small growth in Revenue. The Revenue has grown by 2.23% in the last year.
  • Measured over the past years, ANI shows a quite strong growth in Revenue. The Revenue has been growing by 8.01% on average per year.
EPS 1Y (TTM)-2.52%
EPS 3Y4.3%
EPS 5Y6.65%
EPS Q2Q%-1.09%
Revenue 1Y (TTM)2.23%
Revenue growth 3Y4.57%
Revenue growth 5Y8.01%
Sales Q2Q%-4.44%

3.2 Future

  • Based on estimates for the next years, ANI will show a small growth in Earnings Per Share. The EPS will grow by 2.17% on average per year.
  • ANI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.52% yearly.
EPS Next Y8.45%
EPS Next 2Y9.43%
EPS Next 3Y7.22%
EPS Next 5Y2.17%
Revenue Next Year0.67%
Revenue Next 2Y2.2%
Revenue Next 3Y2.21%
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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
ANI.DE Yearly Revenue VS EstimatesANI.DE 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
ANI.DE Yearly EPS VS EstimatesANI.DE 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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8

4. ANI.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 11.63, the valuation of ANI can be described as reasonable.
  • Based on the Price/Earnings ratio, ANI is valued cheaply inside the industry as 82.61% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Earnings ratio of 26.77, ANI is valued rather cheaply.
  • With a Price/Forward Earnings ratio of 10.73, the valuation of ANI can be described as very reasonable.
  • ANI's Price/Forward Earnings ratio is rather cheap when compared to the industry. ANI is cheaper than 88.70% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 21.75, ANI is valued rather cheaply.
Industry RankSector Rank
PE 11.63
Fwd PE 10.73
ANI.DE Price Earnings VS Forward Price EarningsANI.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, ANI is valued cheaply inside the industry as 88.70% of the companies are valued more expensively.
  • 93.04% of the companies in the same industry are more expensive than ANI, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 9.15
EV/EBITDA 6.23
ANI.DE Per share dataANI.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of ANI may justify a higher PE ratio.
PEG (NY)1.38
PEG (5Y)1.75
EPS Next 2Y9.43%
EPS Next 3Y7.22%

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6

5. ANI.DE Dividend Analysis

5.1 Amount

  • ANI has a Yearly Dividend Yield of 5.50%, which is a nice return.
  • Compared to an average industry Dividend Yield of 3.11, ANI pays a better dividend. On top of this ANI pays more dividend than 89.57% of the companies listed in the same industry.
  • ANI's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 5.5%

5.2 History

Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years4
ANI.DE Yearly Dividends per shareANI.DE Yearly Dividends per shareYearly Dividends per share 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

DPN/A
EPS Next 2Y9.43%
EPS Next 3Y7.22%
ANI.DE Yearly Income VS Free CF VS DividendANI.DE 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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ANI.DE Fundamentals: All Metrics, Ratios and Statistics

AMUNDI SA

FRA:ANI (4/27/2026, 7:00:00 PM)

76.55

-1.3 (-1.67%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Industry Strength58.11
Industry Growth60
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners79.05%
Inst Owner ChangeN/A
Ins Owners0.01%
Ins Owner ChangeN/A
Market Cap15.80B
Revenue(TTM)8.33B
Net Income(TTM)2.22B
Analysts78
Price Target82.53 (7.81%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.5%
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)-0.58%
PT rev (3m)7.45%
EPS NQ rev (1m)-1.53%
EPS NQ rev (3m)-12.29%
EPS NY rev (1m)-0.15%
EPS NY rev (3m)-0.65%
Revenue NQ rev (1m)-0.91%
Revenue NQ rev (3m)-2.15%
Revenue NY rev (1m)-1.4%
Revenue NY rev (3m)-0.89%
Valuation
Industry RankSector Rank
PE 11.63
Fwd PE 10.73
P/S 1.9
P/FCF 9.15
P/OCF 8.68
P/B 1.25
P/tB 2.76
EV/EBITDA 6.23
EPS(TTM)6.58
EY8.6%
EPS(NY)7.14
Fwd EY9.32%
FCF(TTM)8.37
FCFY10.93%
OCF(TTM)8.82
OCFY11.53%
SpS40.36
BVpS61.32
TBVpS27.76
PEG (NY)1.38
PEG (5Y)1.75
Graham Number95.2788 (24.47%)
Profitability
Industry RankSector Rank
ROA 5.74%
ROE 17.58%
ROCE 6.59%
ROIC 5.01%
ROICexc 5.3%
ROICexgc 6.7%
OM 26.6%
PM (TTM) 26.71%
GM 41.32%
FCFM 20.74%
ROA(3y)3.77%
ROA(5y)3.97%
ROE(3y)11.83%
ROE(5y)11.61%
ROIC(3y)3.54%
ROIC(5y)3.88%
ROICexc(3y)3.67%
ROICexc(5y)4.02%
ROICexgc(3y)4.66%
ROICexgc(5y)5.34%
ROCE(3y)4.67%
ROCE(5y)5.18%
ROICexgc growth 3Y-5.88%
ROICexgc growth 5Y0.82%
ROICexc growth 3Y-2.93%
ROICexc growth 5Y1.64%
OM growth 3Y0.87%
OM growth 5Y-2.01%
PM growth 3Y11.3%
PM growth 5Y4.82%
GM growth 3Y-0.49%
GM growth 5Y-1.47%
F-Score6
Asset Turnover0.22
Health
Industry RankSector Rank
Debt/Equity 0.16
Debt/FCF 1.16
Debt/EBITDA 0.86
Cap/Depr 84.87%
Cap/Sales 1.12%
Interest Coverage 250
Cash Conversion 78.29%
Profit Quality 77.66%
Current Ratio 0.81
Quick Ratio 0.81
Altman-Z 1.08
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)72.66%
Cap/Depr(5y)66.64%
Cap/Sales(3y)1.39%
Cap/Sales(5y)1.17%
Profit Quality(3y)112.27%
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 Y8.45%
EPS Next 2Y9.43%
EPS Next 3Y7.22%
EPS Next 5Y2.17%
Revenue 1Y (TTM)2.23%
Revenue growth 3Y4.57%
Revenue growth 5Y8.01%
Sales Q2Q%-4.44%
Revenue Next Year0.67%
Revenue Next 2Y2.2%
Revenue Next 3Y2.21%
Revenue Next 5Y3.52%
EBIT growth 1Y-8.93%
EBIT growth 3Y5.47%
EBIT growth 5Y5.85%
EBIT Next Year6.86%
EBIT Next 3Y4.99%
EBIT Next 5Y4.02%
FCF growth 1Y13.53%
FCF growth 3YN/A
FCF growth 5Y7.42%
OCF growth 1Y14.51%
OCF growth 3YN/A
OCF growth 5Y7.57%

AMUNDI SA / ANI.DE Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for AMUNDI SA?

ChartMill assigns a fundamental rating of 5 / 10 to ANI.DE.


What is the valuation status for ANI stock?

ChartMill assigns a valuation rating of 8 / 10 to AMUNDI SA (ANI.DE). This can be considered as Undervalued.


Can you provide the profitability details for AMUNDI SA?

AMUNDI SA (ANI.DE) 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 (ANI.DE) is 11.63 and the Price/Book (PB) ratio is 1.25.


What is the expected EPS growth for AMUNDI SA (ANI.DE) stock?

The Earnings per Share (EPS) of AMUNDI SA (ANI.DE) is expected to grow by 8.45% in the next year.