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UnipolSai Assicurazioni SpA (0Q8M.L)

Equity · Currency in EUR · Last updated Sep 21, 2023

UnipolSai Assicurazioni S.p.A. operates as an insurance company in Italy. The company operates through Non-Life Insurance Business, Life Insurance Business, Real Estate Business, and Other Businesses segments. It provides non-life insurance products, including motor vehicle third-party liabilities (TPL); sea, lake, and river; land vehicle hulls; accident and health; fire and other damage to property; general TPL; and other products. The company also offers life insurance products and services, such as whole and term life insurance, unit linked/indexed link policies, health, capitalization insurance, and pension funds. In addition, it engages in reinsurance, real estate, hotel, agricultural, and healthcare business. The company is based in Bologna, Italy. UnipolSai Assicurazioni S.p.A. operates as a subsidiary of Unipol Gruppo SpA.

SummaryFinancials

Company Info

ISINIT0004827447
SectorFinancial
IndustryProperty & Casualty Insurance

Highlights

Market Cap€7.09B
Revenue (TTM)€15.34B
Gross Profit (TTM)€3.89B
EBITDA (TTM)€2.06B
Year Range€1.95 - €2.40

Share Price Chart


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Performance

The chart shows the growth of an initial investment of €10,000 in UnipolSai Assicurazioni SpA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
13.09%
10.04%
0Q8M.L (UnipolSai Assicurazioni SpA)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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UnipolSai Assicurazioni SpA

Return

UnipolSai Assicurazioni SpA had a return of 8.08% year-to-date (YTD) and 14.07% in the last 12 months. Over the past 10 years, UnipolSai Assicurazioni SpA had an annualized return of 10.96%, while the S&P 500 had an annualized return of 11.54%, indicating that UnipolSai Assicurazioni SpA did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-0.30%1.60%
6 months10.70%11.39%
Year-To-Date8.08%13.20%
1 year14.07%6.06%
5 years (annualized)9.83%8.18%
10 years (annualized)10.96%11.54%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-1.35%-3.53%4.69%-2.91%2.94%2.02%0.73%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for UnipolSai Assicurazioni SpA (0Q8M.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0Q8M.L
UnipolSai Assicurazioni SpA
0.84
^GSPC
S&P 500
0.74

Sharpe Ratio

The current UnipolSai Assicurazioni SpA Sharpe ratio is 0.84. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0.84
0.37
0Q8M.L (UnipolSai Assicurazioni SpA)
Benchmark (^GSPC)

Dividend History

UnipolSai Assicurazioni SpA granted a 6.81% dividend yield in the last twelve months. The annual payout for that period amounted to €0.16 per share.


PeriodTTM202220212020201920182017201620152014
Dividend€0.16€0.19€0.19€0.16€0.15€0.15€0.13€0.15€0.18€0.05

Dividend yield

6.81%8.73%8.83%9.10%7.29%10.46%9.72%11.94%13.03%4.58%

Monthly Dividends

The table displays the monthly dividend distributions for UnipolSai Assicurazioni SpA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023€0.00€0.00€0.00€0.00€0.16€0.00€0.00€0.00
2022€0.00€0.00€0.00€0.00€0.19€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€0.19€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€0.00€0.16€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2019€0.00€0.00€0.00€0.00€0.15€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2018€0.00€0.00€0.00€0.00€0.15€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2017€0.00€0.00€0.00€0.00€0.13€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2016€0.00€0.00€0.00€0.00€0.15€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2015€0.00€0.00€0.00€0.00€0.00€0.18€0.00€0.00€0.00€0.00€0.00€0.00
2014€0.05€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
0Q8M.L
6.81%
Market bottom
1.02%
Market top
5.08%
UnipolSai Assicurazioni SpA has a dividend yield of 6.81%, which means its dividend payment is significantly above the market average.
Payout Ratio
0Q8M.L
2.00%
Market bottom
16.48%
Market top
57.10%
UnipolSai Assicurazioni SpA has a payout ratio of 2.00%, which is below the market average. This means UnipolSai Assicurazioni SpA returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%AprilMayJuneJulyAugustSeptember
-3.86%
-5.12%
0Q8M.L (UnipolSai Assicurazioni SpA)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the UnipolSai Assicurazioni SpA. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the UnipolSai Assicurazioni SpA is 72.21%, recorded on Nov 19, 2012. It took 1510 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.21%Aug 6, 201213Nov 19, 20121510Mar 14, 20191523
-37.74%Dec 23, 201956Mar 12, 2020256Mar 19, 2021312
-20.26%May 30, 202285Sep 29, 2022
-17.01%Feb 11, 202217Mar 7, 202215Mar 28, 202232
-10.11%May 19, 202143Jul 19, 202185Nov 16, 2021128

Volatility Chart

The current UnipolSai Assicurazioni SpA volatility is 4.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AprilMayJuneJulyAugustSeptember
4.37%
3.36%
0Q8M.L (UnipolSai Assicurazioni SpA)
Benchmark (^GSPC)