AMUNDI SA (ANI.DE) Fundamental Analysis & Valuation

FRA:ANI • FR0004125920

Current stock price

73.85 EUR
+0.65 (+0.89%)
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.
  • ANI had positive earnings in each of the past 5 years.
  • In multiple years ANI reported negative operating cash flow during the last 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 better Return On Assets (8.10%) than 85.96% of its industry peers.
  • ANI has a Return On Equity of 26.45%. This is amongst the best in the industry. ANI outperforms 89.47% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 7.41%, ANI is in the better half of the industry, outperforming 77.19% 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
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

  • With an excellent Profit Margin value of 38.04%, ANI belongs to the best of the industry, outperforming 84.21% of the companies in the same industry.
  • ANI's Profit Margin has improved in the last couple of years.
  • ANI has a better Operating Margin (39.83%) than 77.19% of its industry peers.
  • ANI'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
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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2

2. ANI.DE Health Analysis

2.1 Basic Checks

  • ANI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
ANI.DE Yearly Shares OutstandingANI.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 10B 20B 30B

2.2 Solvency

  • ANI has an Altman-Z score of 1.12. 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 1.12, ANI is in line with its industry, outperforming 57.89% of the companies in the same industry.
  • ANI has a Debt/Equity ratio of 0.19. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.19, ANI is in the better half of the industry, outperforming 73.68% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF N/A
Altman-Z 1.12
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 0 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 0.83 indicates that ANI may have some problems paying its short term obligations.
  • ANI has a Current ratio (0.83) which is comparable to the rest of the industry.
  • ANI has a Quick Ratio of 0.83. 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 0.83, ANI is in line with its industry, outperforming 54.39% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.83
Quick Ratio 0.83
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 1B 2B 3B 4B 5B

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3

3. ANI.DE Growth Analysis

3.1 Past

  • ANI shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -2.52%.
  • ANI shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 6.65% yearly.
  • ANI shows a small growth in Revenue. In the last year, the Revenue has grown by 2.33%.
  • The Revenue has been decreasing by -5.85% on average over the past years.
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.
  • Based on estimates for the next years, ANI will show a small growth in Revenue. The Revenue will grow by 3.52% on average per year.
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

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
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

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5

4. ANI.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 11.22, which indicates a very decent valuation of ANI.
  • Based on the Price/Earnings ratio, ANI is valued cheaply inside the industry as 80.70% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of ANI to the average of the S&P500 Index (26.21), we can say ANI is valued rather cheaply.
  • A Price/Forward Earnings ratio of 10.33 indicates a reasonable valuation of ANI.
  • Based on the Price/Forward Earnings ratio, ANI is valued cheaper than 86.84% of the companies in the same industry.
  • ANI's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 23.10.
Industry RankSector Rank
PE 11.22
Fwd PE 10.33
ANI.DE Price Earnings VS Forward Price EarningsANI.DE 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
ANI.DE Per share dataANI.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • ANI's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • ANI has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.3
PEG (5Y)1.69
EPS Next 2Y8.93%
EPS Next 3Y6.68%

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6

5. ANI.DE Dividend Analysis

5.1 Amount

  • ANI has a Yearly Dividend Yield of 5.85%, which is a nice return.
  • ANI's Dividend Yield is rather good when compared to the industry average which is at 3.35. ANI pays more dividend than 86.84% of the companies in the same industry.
  • ANI'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
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 2Y8.93%
EPS Next 3Y6.68%
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 (4/2/2026, 7:00:00 PM)

73.85

+0.65 (+0.89%)

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 Cap15.24B
Revenue(TTM)8.34B
Net Income(TTM)3.17B
Analysts78
Price Target83.01 (12.4%)
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)0%
PT rev (3m)11.11%
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 11.22
Fwd PE 10.33
P/S 1.83
P/FCF N/A
P/OCF N/A
P/B 1.27
P/tB 3.02
EV/EBITDA N/A
EPS(TTM)6.58
EY8.91%
EPS(NY)7.15
Fwd EY9.68%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS40.4
BVpS58.11
TBVpS24.45
PEG (NY)1.3
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 1.12
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 / ANI.DE Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for AMUNDI SA?

ChartMill assigns a fundamental rating of 4 / 10 to ANI.DE.


What is the valuation status for ANI stock?

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


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 11.22 and the Price/Book (PB) ratio is 1.27.


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 8.62% in the next year.