Amundi (AMUN.PA)
Company Info
| ISIN | FR0004125920 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | €13.48B |
|---|---|
| EPS (TTM) | €5.70 |
| PE Ratio | 11.63 |
| PEG Ratio | 1.13 |
| Total Revenue (TTM) | €1.83B |
| Gross Profit (TTM) | -€519.20M |
| EBITDA (TTM) | -€373.72M |
| Year Range | €45.42 - €68.30 |
| Target Price | €76.20 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AMUN.PA vs. VOO, AMUN.PA vs. BNP.PA, AMUN.PA vs. XLV, AMUN.PA vs. MC.PA
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Amundi had a return of 14.26% year-to-date (YTD) and 22.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.26% | 13.78% |
| 1 month | 3.84% | -0.38% |
| 6 months | 10.32% | 11.47% |
| 1 year | 22.20% | 18.82% |
| 5 years (annualized) | 6.25% | 12.44% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns
The table below presents the monthly returns of AMUN.PA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.11% | -3.26% | 4.60% | 3.30% | 7.45% | -9.47% | 14.26% | ||||||
| 2023 | 13.21% | 4.00% | -6.97% | 2.24% | -5.06% | 2.76% | 3.24% | -1.34% | -3.09% | -7.74% | 14.79% | 9.03% | 24.50% |
| 2022 | -5.38% | -9.10% | -0.32% | -7.23% | 1.50% | -3.60% | 1.34% | -4.16% | -15.27% | 11.22% | 11.97% | -0.93% | -20.99% |
| 2021 | -8.08% | 2.61% | 8.25% | 8.65% | 2.07% | 2.27% | 4.77% | 2.89% | -9.05% | 5.69% | -4.67% | -1.23% | 12.99% |
| 2020 | 4.79% | -11.74% | -16.71% | 12.53% | 10.48% | 4.11% | -7.75% | 1.24% | -7.53% | -6.48% | 18.65% | -0.00% | -4.43% |
| 2019 | 8.75% | 17.05% | -4.53% | 14.17% | -4.66% | 5.68% | 1.63% | -6.81% | 10.06% | 0.00% | 7.34% | 1.75% | 59.15% |
| 2018 | 7.57% | -11.63% | -2.83% | 8.00% | -8.05% | -5.12% | -0.51% | 5.18% | 3.93% | -18.53% | -3.77% | -8.77% | -32.30% |
| 2017 | 2.16% | 7.72% | 4.06% | 9.20% | 4.48% | 4.01% | 3.08% | -0.96% | 8.74% | 3.50% | 3.02% | -5.77% | 51.56% |
| 2016 | -10.99% | -0.35% | 9.26% | -3.96% | 12.51% | -12.91% | 4.39% | 11.06% | 7.09% | -3.99% | 3.82% | 7.28% | 21.09% |
| 2015 | 2.32% | -9.44% | -7.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AMUN.PA is 76, placing it in the top 24% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi (AMUN.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Amundi granted a 6.18% dividend yield in the last twelve months. The annual payout for that period amounted to €4.10 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | €4.10 | €4.10 | €4.10 | €2.90 | €0.00 | €2.90 | €2.50 | €2.20 | €1.99 |
Dividend yield | 6.18% | 6.66% | 7.74% | 4.00% | 0.00% | 4.15% | 5.42% | 3.11% | 4.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Amundi. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €4.10 | €0.00 | €4.10 | |||||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €4.10 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €4.10 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €4.10 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €4.10 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €2.90 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.90 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €2.90 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.90 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €2.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.50 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €2.20 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.20 |
| 2016 | €1.99 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.99 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Amundi was 45.78%, occurring on Oct 12, 2022. Recovery took 402 trading sessions.
The current Amundi drawdown is 2.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.78% | Aug 11, 2021 | 304 | Oct 12, 2022 | 402 | May 10, 2024 | 706 |
| -39.96% | Feb 20, 2020 | 18 | Mar 16, 2020 | 314 | Jun 8, 2021 | 332 |
| -39.1% | Feb 2, 2018 | 234 | Jan 3, 2019 | 217 | Nov 7, 2019 | 451 |
| -30.12% | Nov 27, 2015 | 53 | Feb 11, 2016 | 147 | Sep 7, 2016 | 200 |
| -11.53% | Jun 4, 2024 | 9 | Jun 14, 2024 | — | — | — |
Volatility
Volatility Chart
The current Amundi volatility is 7.56%, 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.
Financials
Financial Performance
P/E Ratio
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Amundi.
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Income Statement
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