AMUNDI SA (ANI.DE) Fundamental Analysis & Valuation

FRA:ANI • FR0004125920

76.4 EUR
+1.45 (+1.93%)
Last: Mar 10, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership

This ANI.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Overall ANI gets a fundamental rating of 4 out of 10. We evaluated ANI against 124 industry peers in the Capital Markets industry. ANI has a medium profitability rating, but doesn't score so well on its financial health evaluation. ANI has a valuation in line with the averages, but on the other hand it scores bad on growth.


Dividend Valuation Growth Profitability Health

6

1. ANI.DE Profitability Analysis

1.1 Basic Checks

  • In the past year ANI was profitable.
  • Each year in the past 5 years ANI has been profitable.
  • In multiple years ANI reported negative operating cash flow during the last 5 years.
ANI.DE Yearly Net Income VS EBIT VS OCF VS FCFANI.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B

1.2 Ratios

  • ANI has a better Return On Assets (8.10%) than 85.48% of its industry peers.
  • Looking at the Return On Equity, with a value of 26.45%, ANI belongs to the top of the industry, outperforming 87.10% of the companies in the same industry.
  • ANI has a better Return On Invested Capital (7.41%) than 76.61% of its industry peers.
Industry RankSector Rank
ROA 8.1%
ROE 26.45%
ROIC 7.41%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ANI.DE Yearly ROA, ROE, ROICANI.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8 10

1.3 Margins

  • The Profit Margin of ANI (38.04%) is better than 83.06% of its industry peers.
  • ANI's Profit Margin has improved in the last couple of years.
  • The Operating Margin of ANI (39.83%) is better than 75.81% of its industry peers.
  • ANI's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 39.83%
PM (TTM) 38.04%
GM N/A
OM growth 3Y34.66%
OM growth 5Y16.54%
PM growth 3Y37.11%
PM growth 5Y18.79%
GM growth 3YN/A
GM growth 5YN/A
ANI.DE Yearly Profit, Operating, Gross MarginsANI.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

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2

2. ANI.DE Health Analysis

2.1 Basic Checks

  • ANI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
ANI.DE Yearly Shares OutstandingANI.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M
ANI.DE Yearly Total Debt VS Total AssetsANI.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B

2.2 Solvency

  • Based on the Altman-Z score of 1.13, we must say that ANI is in the distress zone and has some risk of bankruptcy.
  • ANI has a Altman-Z score (1.13) which is in line with its industry peers.
  • A Debt/Equity ratio of 0.19 indicates that ANI is not too dependend on debt financing.
  • ANI's Debt to Equity ratio of 0.19 is fine compared to the rest of the industry. ANI outperforms 71.77% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF N/A
Altman-Z 1.13
ROIC/WACCN/A
WACCN/A
ANI.DE Yearly LT Debt VS Equity VS FCFANI.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 0.83 indicates that ANI may have some problems paying its short term obligations.
  • ANI's Current ratio of 0.83 is in line compared to the rest of the industry. ANI outperforms 51.61% of its industry peers.
  • A Quick Ratio of 0.83 indicates that ANI may have some problems paying its short term obligations.
  • ANI has a Quick ratio (0.83) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 0.83
Quick Ratio 0.83
ANI.DE Yearly Current Assets VS Current LiabilitesANI.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B 5B

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3

3. ANI.DE Growth Analysis

3.1 Past

  • The earnings per share for ANI have decreased by -2.52% in the last year.
  • ANI shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 6.65% yearly.
  • The Revenue has been growing slightly by 2.33% in the past year.
  • The Revenue has been decreasing by -5.85% on average over the past years.
EPS 1Y (TTM)-2.52%
EPS 3Y4.3%
EPS 5Y6.65%
EPS Q2Q%-1.09%
Revenue 1Y (TTM)2.33%
Revenue growth 3Y-16.84%
Revenue growth 5Y-5.85%
Sales Q2Q%-4.44%

3.2 Future

  • The Earnings Per Share is expected to grow by 2.30% on average over the next years.
  • The Revenue is expected to grow by 3.52% on average over the next years.
EPS Next Y8.62%
EPS Next 2Y8.93%
EPS Next 3Y6.68%
EPS Next 5Y2.3%
Revenue Next Year2.1%
Revenue Next 2Y2.67%
Revenue Next 3Y2.33%
Revenue Next 5Y3.52%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
ANI.DE Yearly Revenue VS EstimatesANI.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B
ANI.DE Yearly EPS VS EstimatesANI.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6

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5

4. ANI.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 11.61 indicates a reasonable valuation of ANI.
  • Based on the Price/Earnings ratio, ANI is valued cheaply inside the industry as 83.06% of the companies are valued more expensively.
  • ANI's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.15.
  • Based on the Price/Forward Earnings ratio of 10.69, the valuation of ANI can be described as reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of ANI indicates a rather cheap valuation: ANI is cheaper than 87.90% of the companies listed in the same industry.
  • ANI's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 24.27.
Industry RankSector Rank
PE 11.61
Fwd PE 10.69
ANI.DE Price Earnings VS Forward Price EarningsANI.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
ANI.DE Per share dataANI.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • ANI has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.35
PEG (5Y)1.75
EPS Next 2Y8.93%
EPS Next 3Y6.68%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. ANI.DE Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.62%, ANI is a good candidate for dividend investing.
  • ANI's Dividend Yield is rather good when compared to the industry average which is at 3.11. ANI pays more dividend than 87.90% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, ANI pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.62%

5.2 History

Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years3
ANI.DE Yearly Dividends per shareANI.DE Yearly Dividends per shareYearly Dividends per share 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

DPN/A
EPS Next 2Y8.93%
EPS Next 3Y6.68%
ANI.DE Yearly Income VS Free CF VS DividendANI.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B

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ANI.DE Fundamentals: All Metrics, Ratios and Statistics

AMUNDI SA

FRA:ANI (3/10/2026, 7:00:00 PM)

76.4

+1.45 (+1.93%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners78.94%
Inst Owner ChangeN/A
Ins Owners0%
Ins Owner ChangeN/A
Market Cap15.77B
Revenue(TTM)8.34B
Net Income(TTM)3.17B
Analysts78
Price Target83.01 (8.65%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.62%
Yearly Dividend4.1
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years1
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.46%
Min EPS beat(2)4.43%
Max EPS beat(2)4.48%
EPS beat(4)2
Avg EPS beat(4)-1.97%
Min EPS beat(4)-8.89%
Max EPS beat(4)4.48%
EPS beat(8)4
Avg EPS beat(8)-0.65%
EPS beat(12)6
Avg EPS beat(12)0.16%
EPS beat(16)9
Avg EPS beat(16)2.44%
Revenue beat(2)1
Avg Revenue beat(2)1.05%
Min Revenue beat(2)-0.39%
Max Revenue beat(2)2.49%
Revenue beat(4)2
Avg Revenue beat(4)-1.06%
Min Revenue beat(4)-8.64%
Max Revenue beat(4)2.49%
Revenue beat(8)4
Avg Revenue beat(8)-0.46%
Revenue beat(12)6
Avg Revenue beat(12)-0.47%
Revenue beat(16)10
Avg Revenue beat(16)34.29%
PT rev (1m)7.04%
PT rev (3m)12.3%
EPS NQ rev (1m)-10.92%
EPS NQ rev (3m)-9.3%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-0.26%
Revenue NQ rev (1m)-1.26%
Revenue NQ rev (3m)-0.33%
Revenue NY rev (1m)0.52%
Revenue NY rev (3m)0.52%
Valuation
Industry RankSector Rank
PE 11.61
Fwd PE 10.69
P/S 1.89
P/FCF N/A
P/OCF N/A
P/B 1.31
P/tB 3.13
EV/EBITDA N/A
EPS(TTM)6.58
EY8.61%
EPS(NY)7.15
Fwd EY9.35%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS40.4
BVpS58.11
TBVpS24.45
PEG (NY)1.35
PEG (5Y)1.75
Graham Number92.75
Profitability
Industry RankSector Rank
ROA 8.1%
ROE 26.45%
ROCE 9.88%
ROIC 7.41%
ROICexc 7.82%
ROICexgc 9.88%
OM 39.83%
PM (TTM) 38.04%
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y34.66%
OM growth 5Y16.54%
PM growth 3Y37.11%
PM growth 5Y18.79%
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0.21
Health
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.83
Quick Ratio 0.83
Altman-Z 1.13
F-ScoreN/A
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-2.52%
EPS 3Y4.3%
EPS 5Y6.65%
EPS Q2Q%-1.09%
EPS Next Y8.62%
EPS Next 2Y8.93%
EPS Next 3Y6.68%
EPS Next 5Y2.3%
Revenue 1Y (TTM)2.33%
Revenue growth 3Y-16.84%
Revenue growth 5Y-5.85%
Sales Q2Q%-4.44%
Revenue Next Year2.1%
Revenue Next 2Y2.67%
Revenue Next 3Y2.33%
Revenue Next 5Y3.52%
EBIT growth 1Y36.49%
EBIT growth 3Y11.99%
EBIT growth 5Y9.72%
EBIT Next Year8.38%
EBIT Next 3Y4.88%
EBIT Next 5Y4.16%
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A

AMUNDI SA / ANI.DE FAQ

Can you provide the ChartMill fundamental rating for AMUNDI SA?

ChartMill assigns a fundamental rating of 4 / 10 to ANI.DE.


What is the valuation status for ANI stock?

ChartMill assigns a valuation rating of 5 / 10 to AMUNDI SA (ANI.DE). This can be considered as Fairly Valued.


What is the profitability of ANI stock?

AMUNDI SA (ANI.DE) has a profitability rating of 6 / 10.


Can you provide the financial health for ANI stock?

The financial health rating of AMUNDI SA (ANI.DE) is 2 / 10.


What is the expected EPS growth for AMUNDI SA (ANI.DE) stock?

The Earnings per Share (EPS) of AMUNDI SA (ANI.DE) is expected to grow by 8.62% in the next year.