Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BGN.MI
HOLDREMOVEBanca Generali S.p.A. · Financial Services · Italy · $8.6B · Avg Vol: $19M/d
Banca Generali is a solid Italian wealth manager, but it lacks any structural alignment with our high-conviction macro themes. It is highly dependent on Italian domestic savings and European asset market performance.
COMPANY DESCRIPTION
Banca Generali S.p.A. is a leading Italian private bank specializing in wealth management and financial planning services for affluent and high-net-worth individuals. The bank's competitive moat is its highly productive network of financial advisors and its association with the prestigious Assicurazioni Generali Group. Banca Generali operates as a premium, high-margin wealth manager with a strong track record of net inflows.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 849.2M | 1.1B | 1.3B | 1.3B | 16.4% |
| EPS | 2.13 | 3.27 | 4.33 | 4.48 | 28.1% |
| Shares | 116.9M | 116.9M | 116.9M | 116.9M | 0.0% |
| Debt | 724.1M | 639.9M | 513.8M | 654.6M | -3.3% |
| Equity | 1.2B | 1.4B | 1.7B | 1.8B | 13.7% |
| Op CF | -677.1M | 108.6M | 775.4M | -241.3M | 614.3% |
| Inv CF | -23.4M | -31.4M | -31.7M | -107.5M | — |
| Fin CF | -267.0M | -254.7M | -243.8M | -389.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BGN.MI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BGN.MI | Banca Generali S.p.A.(you) | $8.6B | 54 | HOLD |
| CE.MI | Credito Emiliano S.p.A. | $6.6B | 53 | HOLD |
| BMED.MI | Banca Mediolanum S.p.A. | $18.8B | 62 | HOLD |
| MB.MI | Mediobanca Banca di Credito Finanziario S.p.A. | $24.1B | 50 | HOLD |
| BAMI.MI | Banco BPM S.p.A. | $27.1B | 59 | HOLD |
| FBK.MI | FinecoBank Banca Fineco S.p.A. | $16.1B | 37 | HOLD |
| BDB.MI | Banco di Desio e della Brianza S.p.A. | $1.8B | 66 | BUY |
| BPE.MI | BPER Banca SpA | $33.1B | 71 | BUY |
| BMPS.MI | Banca Monte dei Paschi di Siena S.p.A. | $37.7B | 73 | BUY |
| IF.MI | Banca IFIS S.p.A. | $1.5B | 35 | HOLD |
Peer medians: ROE 13.7% · P/E 10.4x · Gross margin 0.0%