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Amundi (AMUN.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR0004125920
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap€12.96B
EPS€5.60
PE Ratio11.37
PEG Ratio1.13
Revenue (TTM)€3.20B
Gross Profit (TTM)€3.11B
EBITDA (TTM)€1.54B
Year Range€48.22 - €65.10
Target Price€72.30

Share Price Chart


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Amundi

Popular comparisons: AMUN.PA vs. VOO, AMUN.PA vs. XLV, AMUN.PA vs. BNP.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.


60.00%80.00%100.00%120.00%140.00%160.00%NovemberDecember2024FebruaryMarchApril
101.28%
154.48%
AMUN.PA (Amundi)
Benchmark (^GSPC)

S&P 500

Returns By Period

Amundi had a return of 3.41% year-to-date (YTD) and 15.95% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date3.41%7.41%
1 month5.55%-0.81%
6 months22.74%18.38%
1 year15.95%23.57%
5 years (annualized)5.02%12.02%
10 years (annualized)N/A10.79%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.11%-3.26%4.60%
2023-3.09%-7.74%14.79%9.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMUN.PA is 69, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AMUN.PA is 6969
Amundi(AMUN.PA)
The Sharpe Ratio Rank of AMUN.PA is 7272Sharpe Ratio Rank
The Sortino Ratio Rank of AMUN.PA is 6565Sortino Ratio Rank
The Omega Ratio Rank of AMUN.PA is 6464Omega Ratio Rank
The Calmar Ratio Rank of AMUN.PA is 7070Calmar Ratio Rank
The Martin Ratio Rank of AMUN.PA is 7272Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


AMUN.PA
Sharpe ratio
The chart of Sharpe ratio for AMUN.PA, currently valued at 0.73, compared to the broader market-2.00-1.000.001.002.003.004.000.73
Sortino ratio
The chart of Sortino ratio for AMUN.PA, currently valued at 1.14, compared to the broader market-4.00-2.000.002.004.006.001.14
Omega ratio
The chart of Omega ratio for AMUN.PA, currently valued at 1.15, compared to the broader market0.501.001.501.15
Calmar ratio
The chart of Calmar ratio for AMUN.PA, currently valued at 0.49, compared to the broader market0.001.002.003.004.005.006.000.49
Martin ratio
The chart of Martin ratio for AMUN.PA, currently valued at 2.31, compared to the broader market0.0010.0020.0030.002.31
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-2.00-1.000.001.002.003.004.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-4.00-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.63, compared to the broader market0.001.002.003.004.005.006.001.63
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.76, compared to the broader market0.0010.0020.0030.008.76

Sharpe Ratio

The current Amundi Sharpe ratio is 0.73. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.73
2.59
AMUN.PA (Amundi)
Benchmark (^GSPC)

Dividends

Dividend History

Amundi granted a 6.44% dividend yield in the last twelve months. The annual payout for that period amounted to €4.10 per share.


PeriodTTM20232022202120202019201820172016
Dividend€4.10€4.10€4.10€2.90€0.00€2.90€2.50€2.20€1.99

Dividend yield

6.44%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00€0.00
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
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
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
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
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
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
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
2016€1.99€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.4%
Amundi has a dividend yield of 6.44%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%73.2%
Amundi has a payout ratio of 73.23%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-9.89%
-1.38%
AMUN.PA (Amundi)
Benchmark (^GSPC)

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. The portfolio has not yet recovered.

The current Amundi drawdown is 9.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.78%Aug 11, 2021304Oct 12, 2022
-39.96%Feb 20, 202018Mar 16, 2020314Jun 8, 2021332
-39.1%Feb 2, 2018234Jan 3, 2019217Nov 7, 2019451
-30.12%Nov 27, 201553Feb 11, 2016147Sep 7, 2016200
-8.89%Mar 10, 20173Mar 14, 201711Mar 29, 201714

Volatility

Volatility Chart

The current Amundi volatility is 5.27%, 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%4.00%6.00%8.00%NovemberDecember2024FebruaryMarchApril
5.27%
3.12%
AMUN.PA (Amundi)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Amundi over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items