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.
  • Each year in the past 5 years ANI has 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 77.39% of its industry peers.
  • ANI has a better Return On Equity (17.58%) than 78.26% of its industry peers.
  • ANI has a Return On Invested Capital of 5.01%. This is in the better half 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.
  • In the last couple of years the Profit Margin of ANI has grown nicely.
  • Looking at the Operating Margin, with a value of 26.60%, ANI is in the better half of the industry, outperforming 72.17% of the companies in the same industry.
  • In the last couple of years the Operating Margin of ANI has declined.
  • ANI has a Gross Margin of 41.32%. This is in the better half of the industry: ANI outperforms 64.35% of its industry peers.
  • ANI's Gross Margin has been stable in the last couple of years.
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.
  • ANI has more shares outstanding than it did 5 years ago.
  • ANI has a better debt/assets ratio than last year.
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.
  • ANI's Altman-Z score of 1.08 is in line compared to the rest of the industry. ANI outperforms 53.91% of its industry peers.
  • 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.
  • ANI has a Debt to Equity ratio of 0.16. This is in the better half of the industry: ANI outperforms 73.04% of its industry peers.
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

  • A Current Ratio of 0.81 indicates that ANI may have some problems paying its short term obligations.
  • ANI has a Current ratio (0.81) which is in line with its industry peers.
  • 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.
  • The Quick ratio of ANI (0.81) is comparable to the rest of the 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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. ANI.DE Growth Analysis

3.1 Past

  • The earnings per share for ANI 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.
  • ANI shows a small growth in Revenue. In the last year, the Revenue has grown by 2.23%.
  • ANI shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.01% yearly.
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

  • ANI is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 2.17% yearly.
  • 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.
  • ANI's Price/Earnings ratio is rather cheap when compared to the industry. ANI is cheaper than 82.61% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 26.64. ANI is valued rather cheaply when compared to this.
  • A Price/Forward Earnings ratio of 10.73 indicates a reasonable valuation of ANI.
  • ANI's Price/Forward Earnings ratio is rather cheap when compared to the industry. ANI is cheaper than 87.83% of the companies in the same industry.
  • ANI's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 21.36.
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.
  • ANI's Price/Free Cash Flow ratio is rather cheap when compared to the industry. ANI is cheaper than 93.04% of the companies in the same industry.
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

  • ANI's 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%

More info and screens

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

6

5. ANI.DE Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.17%, ANI is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 3.12, ANI pays a better dividend. On top of this ANI pays more dividend than 85.22% 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 1.80.
Industry RankSector Rank
Dividend Yield 5.17%

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 Strength57.43
Industry Growth60
Earnings (Last)04-29
Earnings (Next)07-30
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 Target83.11 (8.57%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.17%
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)0.13%
PT rev (3m)8.21%
EPS NQ rev (1m)-1.2%
EPS NQ rev (3m)-12.29%
EPS NY rev (1m)-0.15%
EPS NY rev (3m)-0.65%
Revenue NQ rev (1m)-0.73%
Revenue NQ rev (3m)-2.15%
Revenue NY rev (1m)-0.78%
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.