UniCredit S.p.A. (UCG.MI)
Company Info
| ISIN | IT0005239360 |
|---|---|
| Sector | Financial Services |
| Industry | Banks - Regional |
Highlights
| Market Cap | €56.71B |
|---|---|
| EPS (TTM) | €5.51 |
| PE Ratio | 6.25 |
| PEG Ratio | 0.70 |
| Total Revenue (TTM) | €24.03B |
| Gross Profit (TTM) | €17.66B |
| EBITDA (TTM) | €9.49B |
| Year Range | €18.16 - €37.18 |
| Target Price | €11.92 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in UniCredit 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
UniCredit S.p.A. had a return of 39.58% year-to-date (YTD) and 81.93% in the last 12 months. Over the past 10 years, UniCredit S.p.A. had an annualized return of 3.45%, while the S&P 500 had an annualized return of 10.77%, indicating that UniCredit S.p.A. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 39.58% | 13.87% |
| 1 month | -10.32% | 2.54% |
| 6 months | 44.76% | 15.10% |
| 1 year | 81.93% | 23.18% |
| 5 years (annualized) | 32.99% | 13.48% |
| 10 years (annualized) | 3.45% | 10.77% |
Monthly Returns
The table below presents the monthly returns of UCG.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 | 10.56% | 13.81% | 13.80% | 3.60% | 5.22% | 39.58% | |||||||
| 2023 | 34.75% | 8.19% | -10.02% | 8.53% | -0.15% | 18.71% | 8.16% | -1.89% | 0.73% | 3.94% | 5.76% | -1.68% | 94.94% |
| 2022 | 3.29% | -18.60% | -13.46% | -4.08% | 22.40% | -16.84% | 5.68% | 2.28% | 6.74% | 19.99% | 3.79% | 1.90% | 4.02% |
| 2021 | -1.19% | 13.01% | 5.54% | -3.65% | 22.63% | -5.24% | 1.59% | 4.55% | 8.82% | -0.66% | -6.43% | 26.70% | 79.62% |
| 2020 | -7.20% | -4.50% | -38.06% | 8.29% | 9.06% | 6.81% | -5.70% | 6.85% | -14.61% | -9.14% | 35.03% | -11.51% | -35.32% |
| 2019 | 1.96% | 18.62% | -4.50% | 10.31% | -17.37% | 6.26% | -1.57% | -5.59% | 7.55% | 5.07% | 10.50% | 3.65% | 34.54% |
| 2018 | 13.93% | -1.69% | -2.63% | 7.72% | -21.36% | 1.15% | 6.07% | -18.00% | 4.26% | -12.71% | 0.62% | -13.10% | -35.33% |
| 2017 | -7.97% | 0.33% | 14.23% | 3.39% | 4.22% | 5.01% | 1.77% | 2.70% | 5.44% | -8.82% | 2.86% | -7.81% | 13.72% |
| 2016 | -30.91% | -3.16% | -7.74% | 10.29% | -14.76% | -31.50% | 11.27% | 5.20% | -10.15% | 9.07% | -10.53% | 35.21% | -44.83% |
| 2015 | -1.87% | 13.56% | 6.48% | 1.90% | 0.67% | -5.42% | 0.17% | -3.40% | -4.46% | 5.57% | -5.53% | -7.56% | -1.89% |
| 2014 | 3.72% | 3.32% | 15.00% | -2.87% | 1.18% | -4.38% | -4.17% | 0.51% | 6.28% | -7.99% | 3.21% | -10.26% | 1.04% |
| 2013 | 28.33% | -18.17% | -14.44% | 18.92% | 13.32% | -18.12% | 13.73% | 4.55% | 10.15% | 17.57% | -3.61% | 0.75% | 48.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of UCG.MI is 93, placing it in the top 7% 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 UniCredit S.p.A. (UCG.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
UniCredit S.p.A. granted a 5.54% dividend yield in the last twelve months. The annual payout for that period amounted to €1.80 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.80 | €0.99 | €0.54 | €0.12 | €0.63 | €0.27 | €0.32 | €0.00 | €0.60 | €0.60 | €0.55 | €0.45 |
Dividend yield | 5.54% | 4.02% | 4.05% | 0.89% | 8.24% | 2.07% | 3.23% | 0.00% | 4.39% | 2.34% | 2.06% | 1.67% |
Monthly Dividends
The table displays the monthly dividend distributions for UniCredit 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 | €0.00 | €0.00 | €1.80 | €0.00 | €0.00 | €1.80 | ||||||
| 2023 | €0.00 | €0.00 | €0.00 | €0.99 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.99 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.54 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.54 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.12 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.63 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.63 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.27 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.27 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.32 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.32 |
| 2017 | €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 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.60 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.60 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.55 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.55 |
| 2013 | €0.45 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.45 |
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 UniCredit 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 UniCredit S.p.A. was 95.79%, occurring on Apr 3, 2020. The portfolio has not yet recovered.
The current UniCredit S.p.A. drawdown is 72.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.79% | Apr 27, 2007 | 3282 | Apr 3, 2020 | — | — | — |
| -46.91% | Nov 2, 2000 | 592 | Mar 10, 2003 | 683 | Nov 11, 2005 | 1275 |
| -46.51% | May 27, 1998 | 94 | Oct 5, 1998 | 60 | Jan 4, 1999 | 154 |
| -40.65% | Aug 31, 1993 | 322 | Dec 9, 1994 | 543 | Feb 10, 1997 | 865 |
| -37.27% | Jan 7, 1999 | 293 | Feb 28, 2000 | 112 | Aug 7, 2000 | 405 |
Volatility
Volatility Chart
The current UniCredit S.p.A. volatility is 9.86%, 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
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Net Interest Income | — |