BGN Stock Analysis: Banca Generali S.p.A. | MI

Banks - Regional | MI, Italy | Market Cap: 7.524m EUR | 12M Return: 44.5% | IT0001031084 | Charts, Fundamentals & Technical Analysis

Banking, Asset Management, Insurance, Wealth Advisory
Total Rating 55
Safety 30
Buy Signal 0.07
Banks - Regional
Industry Rotation: +6.1
Market Cap: 8.56B
Avg Turnover: 10.7M
Risk 3d forecast
Volatility24.2%
VaR 5th Pctl4.22%
VaR vs Median5.63%
Reward TTM
Sharpe Ratio1.45
Rel. Str. IBD73.6
Rel. Str. Peer Group76.3
Character TTM
Beta0.452
Beta Downside-0.004
Hurst Exponent0.544
Drawdowns 3y
Max DD17.56%
CAGR/Max DD1.83
CAGR/Mean DD7.69
EPS (Earnings per Share) EPS (Earnings per Share) of BGN over the last years for every Quarter: "2021-09": 0.7, "2021-12": 0.45, "2022-03": 0.5958, "2022-06": 0.5482, "2022-09": 0.7, "2022-12": 0.7, "2023-03": 0.7228, "2023-06": 0.8065, "2023-09": 0.7026, "2023-12": 0.6235, "2024-03": 1.0691, "2024-06": 1.0298, "2024-09": 0.8681, "2024-12": 0.8127, "2025-03": 0.9674, "2025-06": 0.7861, "2025-09": 1.002, "2025-12": 1.1518, "2026-03": 1.1099, "2026-06": 1.3345,
EPS CAGR: 14.26%
EPS Trend: 90.1%
Qual. Beats: 0
Revenue Revenue of BGN over the last years for every Quarter: 2021-09: 140.033, 2021-12: 201.602, 2022-03: 162.479, 2022-06: 212.656, 2022-09: 105.964, 2022-12: 278.451, 2023-03: 215.945, 2023-06: 281.82, 2023-09: 189.109, 2023-12: 361.686, 2024-03: 299.282, 2024-06: 343.552, 2024-09: 211.517, 2024-12: 448.762, 2025-03: 288.075, 2025-06: 321.818, 2025-09: 409.032, 2025-12: 460.690999, 2026-03: 279, 2026-06: 4930,
Rev. CAGR: 44.49%
Rev. Trend: 69.7%
Last SUE: 4.00
Qual. Beats: 1

Warnings

Below Avwap Earnings

Tailwinds

Confidence

Seasonality 11.7 years of data

Jan +1.8% 8
Feb -4.1% 41
Mar -1.4% 8
Apr +1.4% 14
May +0.3% 10
Jun +3.2% 6
Jul +3.5% 23
Aug -1.6% 54
Sep -0.7% 6
Oct -0.9% 11
Nov +4.8% 42
Dec -0.7% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BGN Banca Generali S.p.A.

Banca Generali S.p.A. is an Italian wealth management bank that distributes financial products and services to high net worth, affluent, and private clients through a network of financial advisors. Its operations are organized into two main segments: Private Banking (PB CGU) and Senior Partner (SP CGU). The companys offerings span current and deposit accounts, custody and administration of financial instruments, advisory on primary and secondary market transactions, asset management (including mutual funds and portfolio management), and the distribution of insurance and insurance investment products.

In addition to core financial services, Banca Generali provides specialized wealth advisory services covering corporate advisory, real estate advisory, art and collectibles advisory, and family protection and succession planning. Founded in 1997 and headquartered in Milan, the bank operates as a subsidiary of Assicurazioni Generali S.p.A., Italys largest insurance group. Within the asset management and custody banking space, the company is notable for its advisor-led distribution model, which differentiates it from digital-first wealth platforms and positions it within Italys established private banking tradition.

Headlines to Watch Out For
  • Record net inflows boost AUM and recurring fees
  • ECB rate cycle impacts net interest margin
  • Financial advisor network expansion fuels asset gathering
Piotroski VR-10 (Strict) 3.0
Net Income: 1.90b TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA 0.25 > 1.0
NWC/Revenue: -224.2% < 20% (prev -941.7%; Δ 717.4% < -1%)
CFO/TA 0.03 > 3% & CFO 498.6m > Net Income 1.90b
Net Debt (1.48b) to EBITDA (2.82b): 0.53 < 3
Current Ratio: 0.08 > 1.5 & < 3
Outstanding Shares: last quarter (116.9m) vs 12m ago 2.49% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 33.38% > 50% (prev 7.23%; Δ 26.16% > 0%)
Interest Coverage Ratio: 22.56 > 6 (EBIT TTM 2.77b / Interest Expense TTM 122.7m)
Altman Z'' -3.59
A: -0.72 (Total Current Assets 1.25b - Total Current Liabilities 14.9b) / Total Assets 18.8b
B: 0.01 (Retained Earnings 278.7m / Total Assets 18.8b)
C: 0.15 (EBIT TTM 2.77b / Avg Total Assets 18.2b)
D: 0.08 (Book Value of Equity 1.41b / Total Liabilities 17.4b)
Altman-Z'' = -3.59 = D
What is the price of BGN shares?

As of September 27, 2026, the stock is trading at EUR 63.95 with a total of 139,302 shares traded. Over the past week, the price has changed by -1.62%, over one month by -3.98%, over three months by -2.66% and over the past year by +44.48%.

Current recommended Stop Loss: 62.10 (which is 2.9% or 1.4 ATR below the current price).

Is BGN a buy, sell or hold?

Banca Generali S.p.A. has no consensus analysts rating.

Banca Generali S.p.A. (BGN) - Fundamental Data Overview as of 24 September 2026
Market Cap USD = 8.56b (7.52b EUR * 1.1374752521515 EUR.USD)
P/E Trailing = 14.337
P/E Forward = 15.2207
P/S = 6.6207
P/B = 4.9095
P/EG = 15.2227
Revenue TTM = 6.08b EUR
EBIT TTM = 2.77b EUR
EBITDA TTM = 2.82b EUR
Long Term Debt = 234.7m EUR (from longTermDebt, last fiscal year)
Short Term Debt = 1.38b EUR (from shortTermDebt, last quarter)
Debt = 1.88b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.48b EUR (calculated: Debt 1.88b - CCE 394.5m)
Enterprise Value = 9.01b EUR (7.52b + Debt 1.88b - CCE 394.5m)
Interest Coverage Ratio = 22.56 (Ebit TTM 2.77b / Interest Expense TTM 122.7m)
EV/FCF = 18.13x (Enterprise Value 9.01b / FCF TTM 496.8m)
FCF Yield = 5.52% (FCF TTM 496.8m / Enterprise Value 9.01b)
FCF Margin = 8.17% (FCF TTM 496.8m / Revenue TTM 6.08b)
Net Margin = 31.18% (Net Income TTM 1.90b / Revenue TTM 6.08b)
 Gross Margin = unknown ((Revenue TTM 6.08b - Cost of Revenue TTM 3.80m) / Revenue TTM)
 Tobins Q-Ratio = 0.48 (Enterprise Value 9.01b / Total Assets 18.8b)
Interest Expense / Debt = 6.53% (Interest Expense 122.7m / Debt 1.88b)
Taxrate = 31.50% (872.5m / 2.77b)
NOPAT = 1.90b (EBIT 2.77b * (1 - 31.50%))
Current Ratio = 0.08 (Total Current Assets 1.25b / Total Current Liabilities 14.9b)
Debt / Equity = 1.33 (Debt 1.88b / totalStockholderEquity, last quarter 1.41b)
Debt / EBITDA = 0.53 (Net Debt 1.48b / EBITDA 2.82b)
Debt / FCF = 2.99 (Net Debt 1.48b / FCF TTM 496.8m)
Total Stockholder Equity = 1.48b (last 4 quarters mean from totalStockholderEquity)
RoA = 10.41% (Net Income 1.90b / Total Assets 18.8b)
RoE = 128.4% (Net Income TTM 1.90b / Total Stockholder Equity 1.48b)
RoCE = 161.9% (EBIT 2.77b / Capital Employed (Equity 1.48b + L.T.Debt 234.7m))
RoIC = 10.23% (NOPAT 1.90b / Invested Capital 18.5b)
WACC = 6.95% (E(7.52b)/V(9.40b) * Re(7.57%) + D(1.88b)/V(9.40b) * Rd(6.53%) * (1-Tc(0.32)))
Discount Rate = 7.57% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 70.18 | Cagr: 1.07%
[DCF] Terminal Value 77.97% ; FCFF base≈465.6m ; Y1≈533.8m ; Y5≈785.6m
[DCF] Fair Price = 90.61 (EV 11.8b - Net Debt 1.48b = Equity 10.3b / Shares 114.1m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 90.07 | EPS CAGR: 14.26% | SUE: N/A | # QB: 0
Revenue Correlation: 69.68 | Revenue CAGR: 44.49% | SUE: 4.0 | # QB: 1
EPS current Year (2026-12-31): EPS=3.74 | Chg30d=+2.41% | Revisions=+38% | GrowthEPS=+17.8% | GrowthRev=+11.9%
EPS next Year (2027-12-31): EPS=3.85 | Chg30d=+1.05% | Revisions=+38% | GrowthEPS=+2.7% | GrowthRev=+0.0%
[Analyst] Revisions Ratio: +46% (up=8, down=2)