EQUITA GROUP SPA (EQUI.MI) Stock Fundamental Analysis

Europe • Euronext Milan • BIT:EQUI • IT0005312027

6.03 EUR
+0.08 (+1.34%)
Last: Feb 9, 2026, 05:29 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

5

Overall EQUI gets a fundamental rating of 5 out of 10. We evaluated EQUI against 117 industry peers in the Capital Markets industry. EQUI scores excellent on profitability, but there are concerns on its financial health. EQUI is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year EQUI was profitable.
  • EQUI had a positive operating cash flow in the past year.
  • In the past 5 years EQUI has always been profitable.
  • In multiple years EQUI reported negative operating cash flow during the last 5 years.
EQUI.MI Yearly Net Income VS EBIT VS OCF VS FCFEQUI.MI 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 0 20M -20M

1.2 Ratios

  • EQUI has a Return On Assets of 6.65%. This is amongst the best in the industry. EQUI outperforms 80.34% of its industry peers.
  • The Return On Equity of EQUI (24.13%) is better than 87.18% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 7.61%, EQUI is in the better half of the industry, outperforming 78.63% of the companies in the same industry.
  • EQUI had an Average Return On Invested Capital over the past 3 years of 4.99%. This is below the industry average of 8.96%.
  • The 3 year average ROIC (4.99%) for EQUI is below the current ROIC(7.61%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.65%
ROE 24.13%
ROIC 7.61%
ROA(3y)4.06%
ROA(5y)4.66%
ROE(3y)14.41%
ROE(5y)15.84%
ROIC(3y)4.99%
ROIC(5y)5.37%
EQUI.MI Yearly ROA, ROE, ROICEQUI.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

  • The Profit Margin of EQUI (17.49%) is comparable to the rest of the industry.
  • EQUI's Profit Margin has improved in the last couple of years.
  • EQUI has a better Operating Margin (24.56%) than 64.96% of its industry peers.
  • In the last couple of years the Operating Margin of EQUI has remained more or less at the same level.
  • EQUI has a Gross Margin of 92.80%. This is amongst the best in the industry. EQUI outperforms 92.31% of its industry peers.
  • In the last couple of years the Gross Margin of EQUI has remained more or less at the same level.
Industry RankSector Rank
OM 24.56%
PM (TTM) 17.49%
GM 92.8%
OM growth 3Y-7.89%
OM growth 5Y1.01%
PM growth 3Y-9.76%
PM growth 5Y1.87%
GM growth 3Y-0.4%
GM growth 5Y0.03%
EQUI.MI Yearly Profit, Operating, Gross MarginsEQUI.MI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

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3

2. Health

2.1 Basic Checks

  • The number of shares outstanding for EQUI has been increased compared to 1 year ago.
  • Compared to 5 years ago, EQUI has more shares outstanding
  • The debt/assets ratio for EQUI has been reduced compared to a year ago.
EQUI.MI Yearly Shares OutstandingEQUI.MI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M
EQUI.MI Yearly Total Debt VS Total AssetsEQUI.MI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M

2.2 Solvency

  • EQUI has an Altman-Z score of 1.65. This is a bad value and indicates that EQUI is not financially healthy and even has some risk of bankruptcy.
  • With a decent Altman-Z score value of 1.65, EQUI is doing good in the industry, outperforming 68.38% of the companies in the same industry.
  • EQUI has a Debt/Equity ratio of 1.70. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 1.70, EQUI perfoms like the industry average, outperforming 45.30% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.7
Debt/FCF N/A
Altman-Z 1.65
ROIC/WACCN/A
WACCN/A
EQUI.MI Yearly LT Debt VS Equity VS FCFEQUI.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M 150M

2.3 Liquidity

  • A Current Ratio of 1.14 indicates that EQUI should not have too much problems paying its short term obligations.
  • With a decent Current ratio value of 1.14, EQUI is doing good in the industry, outperforming 69.23% of the companies in the same industry.
  • EQUI has a Quick Ratio of 1.14. This is a normal value and indicates that EQUI is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Quick ratio value of 1.14, EQUI is doing good in the industry, outperforming 69.23% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.14
Quick Ratio 1.14
EQUI.MI Yearly Current Assets VS Current LiabilitesEQUI.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • EQUI shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 6.90%.
  • The Earnings Per Share has been growing slightly by 5.00% on average over the past years.
  • EQUI shows a small growth in Revenue. In the last year, the Revenue has grown by 7.46%.
  • Measured over the past years, EQUI shows a small growth in Revenue. The Revenue has been growing by 6.13% on average per year.
EPS 1Y (TTM)6.9%
EPS 3Y-17.19%
EPS 5Y5%
EPS Q2Q%41.18%
Revenue 1Y (TTM)7.46%
Revenue growth 3Y-3.87%
Revenue growth 5Y6.13%
Sales Q2Q%29.6%

3.2 Future

  • Based on estimates for the next years, EQUI will show a quite strong growth in Earnings Per Share. The EPS will grow by 13.64% on average per year.
  • Based on estimates for the next years, EQUI will show a quite strong growth in Revenue. The Revenue will grow by 9.31% on average per year.
EPS Next Y41.94%
EPS Next 2Y19.81%
EPS Next 3Y13.64%
EPS Next 5YN/A
Revenue Next Year24.78%
Revenue Next 2Y11.71%
Revenue Next 3Y9.31%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
EQUI.MI Yearly Revenue VS EstimatesEQUI.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 20M 40M 60M 80M 100M
EQUI.MI Yearly EPS VS EstimatesEQUI.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 0.1 0.2 0.3 0.4

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6

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 12.83 indicates a correct valuation of EQUI.
  • EQUI's Price/Earnings ratio is rather cheap when compared to the industry. EQUI is cheaper than 82.05% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.93. EQUI is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 13.28, the valuation of EQUI can be described as correct.
  • EQUI's Price/Forward Earnings ratio is rather cheap when compared to the industry. EQUI is cheaper than 81.20% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of EQUI to the average of the S&P500 Index (27.77), we can say EQUI is valued rather cheaply.
Industry RankSector Rank
PE 12.83
Fwd PE 13.28
EQUI.MI Price Earnings VS Forward Price EarningsEQUI.MI 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
EQUI.MI Per share dataEQUI.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 0.5 1 1.5 2 2.5

4.3 Compensation for Growth

  • EQUI's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • EQUI has a very decent profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as EQUI's earnings are expected to grow with 13.64% in the coming years.
PEG (NY)0.31
PEG (5Y)2.56
EPS Next 2Y19.81%
EPS Next 3Y13.64%

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

6

5. Dividend

5.1 Amount

  • EQUI has a Yearly Dividend Yield of 5.86%, which is a nice return.
  • EQUI's Dividend Yield is rather good when compared to the industry average which is at 3.00. EQUI pays more dividend than 91.45% of the companies in the same industry.
  • EQUI's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 5.86%

5.2 History

  • On average, the dividend of EQUI grows each year by 13.90%, which is quite nice.
Dividend Growth(5Y)13.9%
Div Incr Years0
Div Non Decr Years0

5.3 Sustainability

  • 86.72% of the earnings are spent on dividend by EQUI. This is not a sustainable payout ratio.
  • The dividend of EQUI is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP86.72%
EPS Next 2Y19.81%
EPS Next 3Y13.64%
EQUI.MI Yearly Income VS Free CF VS DividendEQUI.MI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M -20M
EQUI.MI Dividend Payout.EQUI.MI Dividend Payout, showing the Payout Ratio.EQUI.MI Dividend Payout.PayoutRetained Earnings

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EQUITA GROUP SPA

BIT:EQUI (2/9/2026, 5:29:47 PM)

6.03

+0.08 (+1.34%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-12
Earnings (Next)N/A
Inst Owners7.85%
Inst Owner ChangeN/A
Ins Owners3.98%
Ins Owner ChangeN/A
Market Cap318.02M
Revenue(TTM)140.55M
Net Income(TTM)24.59M
Analysts44
Price Target6.02 (-0.17%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.86%
Yearly Dividend0.42
Dividend Growth(5Y)13.9%
DP86.72%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)12.38%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)8.64%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)7%
Valuation
Industry RankSector Rank
PE 12.83
Fwd PE 13.28
P/S 2.26
P/FCF N/A
P/OCF 3049.1
P/B 3.12
P/tB 4.58
EV/EBITDA N/A
EPS(TTM)0.47
EY7.79%
EPS(NY)0.45
Fwd EY7.53%
FCF(TTM)-0.13
FCFYN/A
OCF(TTM)0
OCFY0.03%
SpS2.67
BVpS1.93
TBVpS1.32
PEG (NY)0.31
PEG (5Y)2.56
Graham Number4.52
Profitability
Industry RankSector Rank
ROA 6.65%
ROE 24.13%
ROCE 11.45%
ROIC 7.61%
ROICexc 9.93%
ROICexgc 12.17%
OM 24.56%
PM (TTM) 17.49%
GM 92.8%
FCFM N/A
ROA(3y)4.06%
ROA(5y)4.66%
ROE(3y)14.41%
ROE(5y)15.84%
ROIC(3y)4.99%
ROIC(5y)5.37%
ROICexc(3y)7.47%
ROICexc(5y)8.18%
ROICexgc(3y)9.56%
ROICexgc(5y)10.17%
ROCE(3y)7.3%
ROCE(5y)9.68%
ROICexgc growth 3Y-21.55%
ROICexgc growth 5Y17.77%
ROICexc growth 3Y-22.51%
ROICexc growth 5Y13.48%
OM growth 3Y-7.89%
OM growth 5Y1.01%
PM growth 3Y-9.76%
PM growth 5Y1.87%
GM growth 3Y-0.4%
GM growth 5Y0.03%
F-Score6
Asset Turnover0.38
Health
Industry RankSector Rank
Debt/Equity 1.7
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 2.65
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.14
Quick Ratio 1.14
Altman-Z 1.65
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)1.74%
Cap/Sales(5y)4.61%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)6.9%
EPS 3Y-17.19%
EPS 5Y5%
EPS Q2Q%41.18%
EPS Next Y41.94%
EPS Next 2Y19.81%
EPS Next 3Y13.64%
EPS Next 5YN/A
Revenue 1Y (TTM)7.46%
Revenue growth 3Y-3.87%
Revenue growth 5Y6.13%
Sales Q2Q%29.6%
Revenue Next Year24.78%
Revenue Next 2Y11.71%
Revenue Next 3Y9.31%
Revenue Next 5YN/A
EBIT growth 1Y10.25%
EBIT growth 3Y-11.45%
EBIT growth 5Y7.2%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y72.44%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y100.45%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITA GROUP SPA / EQUI.MI FAQ

What is the ChartMill fundamental rating of EQUITA GROUP SPA (EQUI.MI) stock?

ChartMill assigns a fundamental rating of 5 / 10 to EQUI.MI.


What is the valuation status of EQUITA GROUP SPA (EQUI.MI) stock?

ChartMill assigns a valuation rating of 6 / 10 to EQUITA GROUP SPA (EQUI.MI). This can be considered as Fairly Valued.


Can you provide the profitability details for EQUITA GROUP SPA?

EQUITA GROUP SPA (EQUI.MI) has a profitability rating of 7 / 10.


What is the valuation of EQUITA GROUP SPA based on its PE and PB ratios?

The Price/Earnings (PE) ratio for EQUITA GROUP SPA (EQUI.MI) is 12.83 and the Price/Book (PB) ratio is 3.12.


Can you provide the dividend sustainability for EQUI stock?

The dividend rating of EQUITA GROUP SPA (EQUI.MI) is 6 / 10 and the dividend payout ratio is 86.72%.