Banca Generali S.p.A. (BGN.MI)
Company Info
| ISIN | IT0001031084 |
|---|---|
| Sector | Financial Services |
| Industry | Banks—Regional |
Highlights
| Market Cap | €4.55B |
|---|---|
| EPS | €2.86 |
| PE Ratio | 13.97 |
| PEG Ratio | 9.35 |
| Revenue (TTM) | €802.46M |
| Gross Profit (TTM) | €631.40M |
| Year Range | €28.25 - €39.98 |
| Target Price | €35.90 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BGN.MI vs. AZM.MI
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Banca Generali S.p.A., 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
Banca Generali S.p.A. had a return of 22.90% year-to-date (YTD) and 39.91% in the last 12 months. Over the past 10 years, Banca Generali S.p.A. had an annualized return of 12.36%, outperforming the S&P 500 benchmark which had an annualized return of 10.90%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.90% | 11.05% |
| 1 month | 17.23% | 4.86% |
| 6 months | 26.09% | 17.50% |
| 1 year | 39.91% | 27.37% |
| 5 years (annualized) | 17.67% | 13.14% |
| 10 years (annualized) | 12.36% | 10.90% |
Monthly Returns
The table below presents the monthly returns of BGN.MI, 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 | 5.23% | -1.64% | 7.79% | 0.00% | 22.90% | ||||||||
| 2023 | 5.43% | -0.95% | -10.13% | 2.42% | -1.08% | 9.38% | 8.19% | -1.09% | -0.59% | -8.62% | 6.86% | 2.81% | 11.06% |
| 2022 | -8.18% | -5.60% | 2.09% | -5.93% | 6.45% | -17.22% | 4.97% | -6.57% | 8.17% | 5.80% | 6.48% | -0.50% | -12.77% |
| 2021 | -5.95% | 10.15% | 6.38% | 6.00% | 5.09% | 7.60% | -2.70% | 7.51% | 0.69% | 7.28% | -4.72% | 7.01% | 52.19% |
| 2020 | -0.83% | -2.99% | -31.37% | 18.51% | 15.40% | 9.44% | -5.48% | 1.35% | 1.57% | -5.94% | 14.10% | -2.16% | 0.97% |
| 2019 | 13.62% | 6.60% | 1.00% | 13.44% | -5.60% | 12.33% | 4.11% | 2.50% | 4.74% | 3.32% | 2.46% | -3.34% | 68.31% |
| 2018 | 8.72% | -9.55% | -3.96% | 2.75% | -18.63% | 2.60% | 8.15% | -8.32% | 5.29% | -23.56% | 14.44% | -6.98% | -31.17% |
| 2017 | 4.10% | -3.35% | 7.46% | 7.71% | 1.16% | 1.44% | 15.12% | -7.57% | 5.84% | -3.65% | 4.24% | -5.90% | 27.21% |
| 2016 | -14.12% | -6.19% | 9.95% | 0.31% | -4.29% | -23.79% | 3.01% | -2.81% | -4.90% | 18.44% | -1.88% | 14.16% | -18.13% |
| 2015 | 7.33% | 2.26% | 15.30% | 2.71% | 11.39% | -2.47% | -5.13% | -10.81% | -5.65% | 11.23% | 2.82% | 1.21% | 30.48% |
| 2014 | 0.93% | 4.09% | 1.27% | -5.39% | -0.91% | -6.16% | 4.08% | -1.15% | 1.21% | 1.05% | 0.76% | 8.17% | 7.34% |
| 2013 | 9.53% | -5.30% | 10.53% | 5.74% | 12.89% | -1.37% | 14.43% | -9.71% | -2.40% | 15.39% | 8.98% | 7.19% | 83.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BGN.MI is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
BGN.MI (Banca Generali S.p.A.)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Banca Generali S.p.A. (BGN.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Banca Generali S.p.A. granted a 4.07% dividend yield in the last twelve months. The annual payout for that period amounted to €1.65 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.65 | €1.80 | €1.75 | €2.70 | €1.55 | €1.25 | €1.25 | €1.07 | €1.20 | €0.98 | €0.95 | €0.90 |
Dividend yield | 4.07% | 5.35% | 5.46% | 6.97% | 5.69% | 4.32% | 6.89% | 3.86% | 5.30% | 3.36% | 4.12% | 4.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Banca Generali S.p.A.. 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 | €0.65 | €0.00 | €0.00 | €0.00 | €0.65 | |||||||
| 2023 | €0.00 | €0.80 | €0.00 | €0.00 | €1.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.80 |
| 2022 | €0.00 | €0.60 | €0.00 | €0.00 | €1.15 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.75 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.70 | €0.00 | €2.70 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €1.55 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.55 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €1.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.25 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €1.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.25 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €1.07 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.07 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €1.20 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.20 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.98 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.98 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.95 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.95 |
| 2013 | €0.90 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.90 |
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 Banca Generali S.p.A.. 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 Banca Generali S.p.A. was 82.74%, occurring on Mar 9, 2009. Recovery took 514 trading sessions.
The current Banca Generali S.p.A. drawdown is 0.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.74% | Jan 31, 2007 | 531 | Mar 9, 2009 | 514 | Mar 14, 2011 | 1045 |
| -49.37% | May 21, 2015 | 289 | Jul 6, 2016 | 279 | Aug 8, 2017 | 568 |
| -48.91% | Feb 20, 2020 | 20 | Mar 18, 2020 | 267 | Apr 8, 2021 | 287 |
| -43.1% | May 16, 2011 | 85 | Sep 12, 2011 | 253 | Sep 6, 2012 | 338 |
| -41.85% | Jan 26, 2018 | 195 | Oct 31, 2018 | 211 | Sep 4, 2019 | 406 |
Volatility
Volatility Chart
The current Banca Generali S.p.A. volatility is 4.50%, 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
Income Statement
| 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 |