ITALIAN WINE BRANDS SPA (IWB.MI) Stock Fundamental Analysis
Europe - BIT:IWB - IT0005075764 - Common Stock
23.7 EUR
+0.2 (+0.85%)
Taking everything into account, IWB scores 5 out of 10 in our fundamental rating. IWB was compared to 26 industry peers in the Beverages industry. IWB has only an average score on both its financial health and profitability. IWB is valued quite cheap, while showing a decent growth score. This is a good combination! These ratings could make IWB a good candidate for value investing.
1. Profitability
1.1 Basic Checks
IWB had positive earnings in the past year.
In the past year IWB had a positive cash flow from operations.
Each year in the past 5 years IWB has been profitable.
In the past 5 years IWB always reported a positive cash flow from operatings.
1.2 Ratios
Looking at the Return On Assets, with a value of 4.47%, IWB is in the better half of the industry, outperforming 69.23% of the companies in the same industry.
IWB's Return On Equity of 9.86% is fine compared to the rest of the industry. IWB outperforms 61.54% of its industry peers.
The Return On Invested Capital of IWB (7.81%) is better than 65.38% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for IWB is below the industry average of 8.66%.
The 3 year average ROIC (6.08%) for IWB is below the current ROIC(7.81%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.47% | ||
| ROE | 9.86% | ||
| ROIC | 7.81% |
ROA(3y)3.17%
ROA(5y)3.76%
ROE(3y)7.81%
ROE(5y)9.22%
ROIC(3y)6.08%
ROIC(5y)6.72%
1.3 Margins
IWB has a Profit Margin of 5.56%. This is in the lower half of the industry: IWB underperforms 65.38% of its industry peers.
IWB's Profit Margin has improved in the last couple of years.
With a Operating Margin value of 9.41%, IWB is not doing good in the industry: 76.92% of the companies in the same industry are doing better.
In the last couple of years the Operating Margin of IWB has grown nicely.
Looking at the Gross Margin, with a value of 28.60%, IWB is doing worse than 92.31% of the companies in the same industry.
In the last couple of years the Gross Margin of IWB has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 9.41% | ||
| PM (TTM) | 5.56% | ||
| GM | 28.6% |
OM growth 3Y8.76%
OM growth 5Y4.8%
PM growth 3Y6.19%
PM growth 5Y2.07%
GM growth 3Y0.79%
GM growth 5Y-7.44%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), IWB is creating some value.
Compared to 1 year ago, IWB has less shares outstanding
IWB has more shares outstanding than it did 5 years ago.
The debt/assets ratio for IWB has been reduced compared to a year ago.
2.2 Solvency
IWB has an Altman-Z score of 1.95. This is not the best score and indicates that IWB is in the grey zone with still only limited risk for bankruptcy at the moment.
With a Altman-Z score value of 1.95, IWB is not doing good in the industry: 61.54% of the companies in the same industry are doing better.
The Debt to FCF ratio of IWB is 3.67, which is a good value as it means it would take IWB, 3.67 years of fcf income to pay off all of its debts.
The Debt to FCF ratio of IWB (3.67) is better than 88.46% of its industry peers.
IWB has a Debt/Equity ratio of 0.63. This is a neutral value indicating IWB is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.63, IWB is in the better half of the industry, outperforming 69.23% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 3.67 | ||
| Altman-Z | 1.95 |
ROIC/WACC1.23
WACC6.36%
2.3 Liquidity
A Current Ratio of 1.51 indicates that IWB should not have too much problems paying its short term obligations.
Looking at the Current ratio, with a value of 1.51, IWB is in line with its industry, outperforming 53.85% of the companies in the same industry.
A Quick Ratio of 0.96 indicates that IWB may have some problems paying its short term obligations.
IWB has a Quick ratio of 0.96. This is in the better half of the industry: IWB outperforms 76.92% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.51 | ||
| Quick Ratio | 0.96 |
3. Growth
3.1 Past
IWB shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 13.56%, which is quite good.
IWB shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.46% yearly.
IWB shows a decrease in Revenue. In the last year, the revenue decreased by -6.54%.
The Revenue has been growing by 20.61% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)13.56%
EPS 3Y12.63%
EPS 5Y16.46%
EPS Q2Q%12.84%
Revenue 1Y (TTM)-6.54%
Revenue growth 3Y8.67%
Revenue growth 5Y20.61%
Sales Q2Q%-3.17%
3.2 Future
IWB is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.05% yearly.
The Revenue is expected to grow by 4.43% on average over the next years.
EPS Next Y14.26%
EPS Next 2Y8.48%
EPS Next 3Y7.05%
EPS Next 5YN/A
Revenue Next Year-0.92%
Revenue Next 2Y0.39%
Revenue Next 3Y0.81%
Revenue Next 5Y4.43%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
IWB is valuated reasonably with a Price/Earnings ratio of 9.56.
IWB's Price/Earnings ratio is rather cheap when compared to the industry. IWB is cheaper than 100.00% of the companies in the same industry.
IWB is valuated cheaply when we compare the Price/Earnings ratio to 27.70, which is the current average of the S&P500 Index.
IWB is valuated reasonably with a Price/Forward Earnings ratio of 8.30.
100.00% of the companies in the same industry are more expensive than IWB, based on the Price/Forward Earnings ratio.
IWB is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.15, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.56 | ||
| Fwd PE | 8.3 |
4.2 Price Multiples
IWB's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. IWB is cheaper than 80.77% of the companies in the same industry.
92.31% of the companies in the same industry are more expensive than IWB, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 5.52 | ||
| EV/EBITDA | 6.55 |
4.3 Compensation for Growth
IWB's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.67
PEG (5Y)0.58
EPS Next 2Y8.48%
EPS Next 3Y7.05%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.18%, IWB has a reasonable but not impressive dividend return.
IWB's Dividend Yield is slightly below the industry average, which is at 3.01.
IWB's Dividend Yield is comparable with the S&P500 average which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.18% |
5.2 History
The dividend of IWB has a limited annual growth rate of 4.59%.
Dividend Growth(5Y)4.59%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
IWB pays out 21.10% of its income as dividend. This is a sustainable payout ratio.
The dividend of IWB is growing, but earnings are growing more, so the dividend growth is sustainable.
DP21.1%
EPS Next 2Y8.48%
EPS Next 3Y7.05%
BIT:IWB (10/9/2025, 7:00:00 PM)
23.7
+0.2 (+0.85%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)
Earnings (Next)
Inst Owners25.68%
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap224.20M
Analysts85
Price Target34.32 (44.81%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.18% |
Yearly Dividend0.5
Dividend Growth(5Y)4.59%
DP21.1%
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)1.13%
PT rev (3m)1.13%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)4.87%
EPS NY rev (3m)7.51%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-3.26%
Revenue NY rev (3m)-3.47%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.56 | ||
| Fwd PE | 8.3 | ||
| P/S | 0.56 | ||
| P/FCF | 5.52 | ||
| P/OCF | 5.3 | ||
| P/B | 0.99 | ||
| P/tB | N/A | ||
| EV/EBITDA | 6.55 |
EPS(TTM)2.48
EY10.46%
EPS(NY)2.86
Fwd EY12.05%
FCF(TTM)4.29
FCFY18.11%
OCF(TTM)4.47
OCFY18.85%
SpS42.49
BVpS23.94
TBVpS-2.96
PEG (NY)0.67
PEG (5Y)0.58
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.47% | ||
| ROE | 9.86% | ||
| ROCE | 9.92% | ||
| ROIC | 7.81% | ||
| ROICexc | 9.27% | ||
| ROICexgc | 44.59% | ||
| OM | 9.41% | ||
| PM (TTM) | 5.56% | ||
| GM | 28.6% | ||
| FCFM | 10.1% |
ROA(3y)3.17%
ROA(5y)3.76%
ROE(3y)7.81%
ROE(5y)9.22%
ROIC(3y)6.08%
ROIC(5y)6.72%
ROICexc(3y)7.33%
ROICexc(5y)8.3%
ROICexgc(3y)39.78%
ROICexgc(5y)56.34%
ROCE(3y)7.72%
ROCE(5y)8.54%
ROICexcg growth 3Y0.3%
ROICexcg growth 5Y-6.16%
ROICexc growth 3Y9.85%
ROICexc growth 5Y0.68%
OM growth 3Y8.76%
OM growth 5Y4.8%
PM growth 3Y6.19%
PM growth 5Y2.07%
GM growth 3Y0.79%
GM growth 5Y-7.44%
F-Score9
Asset Turnover0.8
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 3.67 | ||
| Debt/EBITDA | 3 | ||
| Cap/Depr | 16.67% | ||
| Cap/Sales | 0.41% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 88.46% | ||
| Profit Quality | 181.81% | ||
| Current Ratio | 1.51 | ||
| Quick Ratio | 0.96 | ||
| Altman-Z | 1.95 |
F-Score9
WACC6.36%
ROIC/WACC1.23
Cap/Depr(3y)39.15%
Cap/Depr(5y)40.43%
Cap/Sales(3y)1.01%
Cap/Sales(5y)0.95%
Profit Quality(3y)194.63%
Profit Quality(5y)144.56%
High Growth Momentum
Growth
EPS 1Y (TTM)13.56%
EPS 3Y12.63%
EPS 5Y16.46%
EPS Q2Q%12.84%
EPS Next Y14.26%
EPS Next 2Y8.48%
EPS Next 3Y7.05%
EPS Next 5YN/A
Revenue 1Y (TTM)-6.54%
Revenue growth 3Y8.67%
Revenue growth 5Y20.61%
Sales Q2Q%-3.17%
Revenue Next Year-0.92%
Revenue Next 2Y0.39%
Revenue Next 3Y0.81%
Revenue Next 5Y4.43%
EBIT growth 1Y31.44%
EBIT growth 3Y18.19%
EBIT growth 5Y26.4%
EBIT Next Year48.89%
EBIT Next 3Y16.01%
EBIT Next 5YN/A
FCF growth 1Y3.5%
FCF growth 3Y91.83%
FCF growth 5Y33.37%
OCF growth 1Y-2.83%
OCF growth 3Y70.1%
OCF growth 5Y31.69%