BMED Stock Analysis: Banca Mediolanum | MI

Banks - Regional | MI, Italy | Market Cap: 17.351m EUR | 12M Return: 49.2% | IT0004776628 | Charts, Fundamentals & Technical Analysis

Banking, Investment Funds, Insurance, Credit Cards
Total Rating 47
Safety 52
Buy Signal -0.16
Banks - Regional
Industry Rotation: +6.1
Market Cap: 19.7B
Avg Turnover: 15.6M
Risk 3d forecast
Volatility19.7%
VaR 5th Pctl3.49%
VaR vs Median7.75%
Reward TTM
Sharpe Ratio1.59
Rel. Str. IBD81.4
Rel. Str. Peer Group54.2
Character TTM
Beta0.591
Beta Downside0.023
Hurst Exponent0.530
Drawdowns 3y
Max DD21.11%
CAGR/Max DD2.58
CAGR/Mean DD19.11
EPS (Earnings per Share) EPS (Earnings per Share) of BMED over the last years for every Quarter: "2021-09": 0.15, "2021-12": 0.48, "2022-03": 0.153, "2022-06": 0.45, "2022-09": 0.19, "2022-12": 0.18, "2023-03": 0.24, "2023-06": 0.25, "2023-09": 0.29, "2023-12": 0.34, "2024-03": 0.3, "2024-06": 0.31, "2024-09": 0.3, "2024-12": 0.6, "2025-03": 0.33, "2025-06": 0.32, "2025-09": 0.34, "2025-12": 0.58, "2026-03": null, "2026-06": 0.377,
EPS CAGR: 25.13%
EPS Trend: 94.4%
Last SUE: 0.58
Qual. Beats: 0
Revenue Revenue of BMED over the last years for every Quarter: 2021-09: 324.01, 2021-12: 4723.785, 2022-03: 337.268, 2022-06: 346.537, 2022-09: 359.541, 2022-12: 492.469, 2023-03: 493.037, 2023-06: 572.217, 2023-09: 622.863, 2023-12: 735.418, 2024-03: 674.837, 2024-06: 689.434, 2024-09: 660.152, 2024-12: 991.338, 2025-03: 679.613, 2025-06: 653.653, 2025-09: 615.394, 2025-12: 1737.945, 2026-03: 881.8, 2026-06: 887.5,
Rev. CAGR: 22.16%
Rev. Trend: 95.3%
Last SUE: 0.15
Qual. Beats: 0

Warnings

Fakeout
Below Avwap Earnings

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan -1.0% 5
Feb +0.9% 7
Mar +4.1% 6
Apr -0.1% 10
May +2.4% 21
Jun -1.6% 8
Jul +0.9% 33
Aug -2.6% 46
Sep +0.2% 11
Oct -2.3% 19
Nov +5.5% 15
Dec +0.4% 14

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: BMED Banca Mediolanum

Banca Mediolanum S.p.A. is an Italian financial services group founded in 1982 and headquartered in Basiglio, offering an integrated range of banking, investment, and insurance products through a single platform. Its offering spans current accounts, deposits, mortgages, personal loans, and payment cards, alongside investment solutions such as mutual funds, unit-linked policies, asset management, trading, social security products, and bond/certificate issues. The group also distributes insurance coverage covering life, health, serious illness, autonomy protection, and home and family risks, and has extended into niche protection lines under its SelfyCare range, including pet veterinary expense reimbursement, travel assistance, and life-project protection.

The company operates within the Italian bancassurance model, a distribution approach widely used in Italy where banking networks sell insurance and asset management products alongside traditional credit services, enabling cross-selling across financial needs. Banca Mediolanum is classified within the GICS Diversified Financial Services sub-industry and is listed on Borsa Italiana (ticker BMED) as a large-cap stock.

Headlines to Watch Out For
  • ECB rate path drives net interest margin trajectory
  • Wealth management AUM grows on equity market inflows
  • Italian sovereign spread widens pressuring bond portfolio
Piotroski VR-10 (Strict) 4.5
Net Income: 1.32b TTM > 0 and > 6% of Revenue
FCF/TA: 0.05 > 0.02 and ΔFCF/TA 3.82 > 1.0
NWC/Revenue: -97.74% < 20% (prev -1.63k%; Δ 1.53k% < -1%)
CFO/TA 0.05 > 3% & CFO 5.10b > Net Income 1.32b
Net Debt (5.00b) to EBITDA (1.57b): 3.17 < 3
Current Ratio: 0.12 > 1.5 & < 3
Outstanding Shares: last quarter (745.5m) vs 12m ago -0.13% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 4.45% > 50% (prev 3.47%; Δ 0.98% > 0%)
Interest Coverage Ratio: 4.21 > 6 (EBIT TTM 1.55b / Interest Expense TTM 368.9m)
Altman Z'' -0.08
A: -0.04 (Total Current Assets 555.8m - Total Current Liabilities 4.59b) / Total Assets 99.1b
B: 0.01 (Retained Earnings 555.5m / Total Assets 99.1b)
C: 0.02 (EBIT TTM 1.55b / Avg Total Assets 92.6b)
D: 0.05 (Book Value of Equity 4.58b / Total Liabilities 94.5b)
Altman-Z'' = -0.08 = B
Beneish M -2.87
DSRI: 1.02 (Receivables 719.0m/511.5m, Revenue 4.12b/2.98b)
GMI: 0.85 (GM 82.06% / 96.06%)
AQI: 1.00 (AQ_t 0.99 / AQ_t-1 0.99)
SGI: 1.38 (Revenue 4.12b / 2.98b)
TATA: -0.04 (NI 1.32b - CFO 5.10b) / TA 99.1b)
Beneish M = -2.87 (Cap -4..+1) = A
What is the price of BMED shares?

As of September 27, 2026, the stock is trading at EUR 23.28 with a total of 604,530 shares traded. Over the past week, the price has changed by +0.04%, over one month by -3.56%, over three months by +5.67% and over the past year by +49.20%.

Current recommended Stop Loss: 22.40 (which is 3.8% or 2 ATR below the current price).

Is BMED a buy, sell or hold?

Banca Mediolanum has no consensus analysts rating.

Banca Mediolanum (BMED) - Fundamental Data Overview as of 24 September 2026
Market Cap USD = 19.7b (17.4b EUR * 1.1374752521515 EUR.USD)
P/E Trailing = 13.1573
P/E Forward = 11.1111
P/S = 6.7766
P/B = 3.8216
P/EG = 0.2308
Revenue TTM = 4.12b EUR
EBIT TTM = 1.55b EUR
EBITDA TTM = 1.57b EUR
Long Term Debt = 647.1m EUR (from longTermDebt, last fiscal year)
Short Term Debt = 4.59b EUR (from shortTermDebt, last quarter)
Debt = 5.19b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.00b EUR (calculated: Debt 5.19b - CCE 187.0m)
Enterprise Value = 22.3b EUR (17.4b + Debt 5.19b - CCE 187.0m)
Interest Coverage Ratio = 4.21 (Ebit TTM 1.55b / Interest Expense TTM 368.9m)
EV/FCF = 4.39x (Enterprise Value 22.3b / FCF TTM 5.10b)
FCF Yield = 22.80% (FCF TTM 5.10b / Enterprise Value 22.3b)
 FCF Margin = 123.6% (FCF TTM 5.10b / Revenue TTM 4.12b)
 Net Margin = 31.93% (Net Income TTM 1.32b / Revenue TTM 4.12b)
 Gross Margin = unknown ((Revenue TTM 4.12b - Cost of Revenue TTM 162.3m) / Revenue TTM)
 Tobins Q-Ratio = 0.23 (Enterprise Value 22.3b / Total Assets 99.1b)
Interest Expense / Debt = 7.11% (Interest Expense 368.9m / Debt 5.19b)
Taxrate = 15.21% (236.0m / 1.55b)
NOPAT = 1.32b (EBIT 1.55b * (1 - 15.21%))
Current Ratio = 0.12 (Total Current Assets 555.8m / Total Current Liabilities 4.59b)
Debt / Equity = 1.13 (Debt 5.19b / totalStockholderEquity, last quarter 4.58b)
Debt / EBITDA = 3.17 (Net Debt 5.00b / EBITDA 1.57b)
Debt / FCF = 0.98 (Net Debt 5.00b / FCF TTM 5.10b)
Total Stockholder Equity = 4.57b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.42% (Net Income 1.32b / Total Assets 99.1b)
RoE = 28.80% (Net Income TTM 1.32b / Total Stockholder Equity 4.57b)
RoCE = 29.75% (EBIT 1.55b / Capital Employed (Equity 4.57b + L.T.Debt 647.1m))
RoIC = 1.33% (NOPAT 1.32b / Invested Capital 99.0b)
WACC = 7.59% (E(17.4b)/V(22.5b) * Re(8.06%) + D(5.19b)/V(22.5b) * Rd(7.11%) * (1-Tc(0.15)))
Discount Rate = 8.06% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -45.82 | Cagr: 0.03%
[DCF] Terminal Value 77.97% ; FCFF base≈3.51b ; Y1≈4.03b ; Y5≈5.92b
[DCF] Fair Price = 113.6 (EV 89.2b - Net Debt 5.00b = Equity 84.2b / Shares 740.9m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 94.44 | EPS CAGR: 25.13% | SUE: 0.58 | # QB: 0
Revenue Correlation: 95.30 | Revenue CAGR: 22.16% | SUE: 0.15 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.37 | Chg30d=+0.00% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=1.55 | Chg30d=+1.46% | Revisions=+67% | GrowthEPS=-0.9% | GrowthRev=-31.3%
EPS next Year (2027-12-31): EPS=1.58 | Chg30d=+0.40% | Revisions=+70% | GrowthEPS=+1.6% | GrowthRev=+4.5%
[Analyst] Revisions Ratio: +82% (up=14, down=0)