ITALIAN WINE BRANDS SPA (IWB.MI) Stock Fundamental Analysis
Europe - Euronext Milan - BIT:IWB - IT0005075764 - Common Stock
21.4 EUR
-0.3 (-1.38%)
Overall IWB gets a fundamental rating of 5 out of 10. We evaluated IWB against 30 industry peers in the Beverages industry. IWB has an average financial health and profitability rating. IWB scores decently on growth, while it is valued quite cheap. This could make an interesting combination. These ratings could make IWB a good candidate for value investing.
1. Profitability
1.1 Basic Checks
In the past year IWB was profitable.
IWB had a positive operating cash flow in the past year.
In the past 5 years IWB has always been profitable.
IWB had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of IWB (4.47%) is better than 70.00% of its industry peers.
IWB's Return On Equity of 9.86% is in line compared to the rest of the industry. IWB outperforms 53.33% of its industry peers.
The Return On Invested Capital of IWB (7.81%) is better than 66.67% of its industry peers.
IWB had an Average Return On Invested Capital over the past 3 years of 6.08%. This is in line with the industry average of 8.05%.
The last Return On Invested Capital (7.81%) for IWB is above the 3 year average (6.08%), which is a sign of increasing profitability.
| 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 worse Profit Margin (5.56%) than 70.00% of its industry peers.
IWB's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 9.41%, IWB is doing worse than 76.67% of the companies in the same industry.
IWB's Operating Margin has improved in the last couple of years.
IWB's Gross Margin of 28.60% is on the low side compared to the rest of the industry. IWB is outperformed by 86.67% of its industry peers.
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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so IWB is still creating some value.
Compared to 1 year ago, IWB has less shares outstanding
The number of shares outstanding for IWB has been increased compared to 5 years ago.
IWB has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 1.90 indicates that IWB is not a great score, but indicates only limited risk for bankruptcy at the moment.
With a Altman-Z score value of 1.90, IWB is not doing good in the industry: 60.00% of the companies in the same industry are doing better.
IWB has a debt to FCF ratio of 3.67. This is a good value and a sign of high solvency as IWB would need 3.67 years to pay back of all of its debts.
IWB has a Debt to FCF ratio of 3.67. This is amongst the best in the industry. IWB outperforms 93.33% 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 76.67% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 3.67 | ||
| Altman-Z | 1.9 |
ROIC/WACC1.26
WACC6.21%
2.3 Liquidity
IWB has a Current Ratio of 1.51. This is a normal value and indicates that IWB is financially healthy and should not expect problems in meeting its short term obligations.
The Current ratio of IWB (1.51) is comparable to the rest of the industry.
IWB has a Quick Ratio of 1.51. This is a bad value and indicates that IWB is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.96, IWB belongs to the top of the industry, outperforming 86.67% of the companies in the same industry.
| 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.
Measured over the past years, IWB shows a quite strong growth in Earnings Per Share. The EPS has been growing by 16.46% on average per year.
IWB shows a decrease in Revenue. In the last year, the revenue decreased by -6.54%.
IWB shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 20.61% yearly.
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
Based on estimates for the next years, IWB will show a small growth in Earnings Per Share. The EPS will grow by 7.05% on average per year.
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 8.63.
Compared to the rest of the industry, the Price/Earnings ratio of IWB indicates a rather cheap valuation: IWB is cheaper than 100.00% of the companies listed in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.00, IWB is valued rather cheaply.
IWB is valuated cheaply with a Price/Forward Earnings ratio of 7.49.
Compared to the rest of the industry, the Price/Forward Earnings ratio of IWB indicates a rather cheap valuation: IWB is cheaper than 100.00% of the companies listed in the same industry.
IWB is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.70, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.63 | ||
| Fwd PE | 7.49 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, IWB is valued cheaper than 86.67% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of IWB indicates a rather cheap valuation: IWB is cheaper than 93.33% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.99 | ||
| EV/EBITDA | 6.09 |
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)0.61
PEG (5Y)0.52
EPS Next 2Y8.48%
EPS Next 3Y7.05%
5. Dividend
5.1 Amount
IWB has a Yearly Dividend Yield of 2.34%.
IWB's Dividend Yield is slightly below the industry average, which is at 2.67.
IWB's Dividend Yield is a higher than the S&P500 average which is at 1.94.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.34% |
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
21.10% of the earnings are spent on dividend by IWB. This is a low number and 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 (1/8/2026, 7:00:00 PM)
21.4
-0.3 (-1.38%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)
Earnings (Next)
Inst Owners25.82%
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap202.44M
Revenue(TTM)395.87M
Net Income(TTM)22.34M
Analysts85
Price Target34.32 (60.37%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.34% |
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)0%
PT rev (3m)0%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.63 | ||
| Fwd PE | 7.49 | ||
| P/S | 0.5 | ||
| P/FCF | 4.99 | ||
| P/OCF | 4.79 | ||
| P/B | 0.89 | ||
| P/tB | N/A | ||
| EV/EBITDA | 6.09 |
EPS(TTM)2.48
EY11.59%
EPS(NY)2.86
Fwd EY13.34%
FCF(TTM)4.29
FCFY20.06%
OCF(TTM)4.47
OCFY20.88%
SpS42.49
BVpS23.94
TBVpS-2.96
PEG (NY)0.61
PEG (5Y)0.52
Graham Number36.55
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%
ROICexgc growth 3Y0.3%
ROICexgc 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 | 1.9 |
F-Score9
WACC6.21%
ROIC/WACC1.26
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%
ITALIAN WINE BRANDS SPA / IWB.MI FAQ
What is the ChartMill fundamental rating of ITALIAN WINE BRANDS SPA (IWB.MI) stock?
ChartMill assigns a fundamental rating of 5 / 10 to IWB.MI.
What is the valuation status of ITALIAN WINE BRANDS SPA (IWB.MI) stock?
ChartMill assigns a valuation rating of 8 / 10 to ITALIAN WINE BRANDS SPA (IWB.MI). This can be considered as Undervalued.
Can you provide the profitability details for ITALIAN WINE BRANDS SPA?
ITALIAN WINE BRANDS SPA (IWB.MI) has a profitability rating of 5 / 10.
What is the earnings growth outlook for ITALIAN WINE BRANDS SPA?
The Earnings per Share (EPS) of ITALIAN WINE BRANDS SPA (IWB.MI) is expected to grow by 14.26% in the next year.
Can you provide the dividend sustainability for IWB stock?
The dividend rating of ITALIAN WINE BRANDS SPA (IWB.MI) is 5 / 10 and the dividend payout ratio is 21.1%.