ITALIAN WINE BRANDS SPA (IWB.MI) Stock Fundamental Analysis
Europe - Euronext Milan - BIT:IWB - IT0005075764 - Common Stock
21 EUR
-0.6 (-2.78%)
We assign a fundamental rating of 6 out of 10 to IWB. IWB was compared to 27 industry peers in the Beverages industry. IWB has only an average score on both its financial health and profitability. 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.
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
IWB has a better Return On Assets (4.47%) than 70.37% of its industry peers.
Looking at the Return On Equity, with a value of 9.86%, IWB is in line with its industry, outperforming 55.56% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 7.81%, IWB is in the better half of the industry, outperforming 70.37% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for IWB is in line with the industry average of 7.71%.
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
Looking at the Profit Margin, with a value of 5.56%, IWB is doing worse than 66.67% of the companies in the same industry.
IWB's Profit Margin has improved in the last couple of years.
The Operating Margin of IWB (9.41%) is worse than 74.07% of its industry peers.
IWB's Operating Margin has improved in the last couple of years.
IWB has a worse Gross Margin (28.60%) than 85.19% of its industry peers.
IWB's Gross Margin has declined in the last couple of years.
| 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
IWB has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
IWB has less shares outstanding than it did 1 year ago.
Compared to 5 years ago, IWB has more shares outstanding
Compared to 1 year ago, IWB has an improved debt to assets ratio.
2.2 Solvency
IWB has an Altman-Z score of 1.89. 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.
The Altman-Z score of IWB (1.89) is comparable to the rest of the industry.
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.
IWB's Debt to FCF ratio of 3.67 is amongst the best of the industry. IWB outperforms 92.59% of its industry peers.
A Debt/Equity ratio of 0.63 indicates that IWB is somewhat dependend on debt financing.
IWB has a better Debt to Equity ratio (0.63) than 77.78% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 3.67 | ||
| Altman-Z | 1.89 |
ROIC/WACC1.26
WACC6.18%
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.
Looking at the Current ratio, with a value of 1.51, IWB is in line with its industry, outperforming 55.56% 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.
With an excellent Quick ratio value of 0.96, IWB belongs to the best of the industry, outperforming 85.19% 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.
Looking at the last year, IWB shows a decrease in Revenue. The Revenue has decreased by -6.54% in the last year.
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
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
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 decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 8.47, which indicates a very decent valuation of IWB.
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.
When comparing the Price/Earnings ratio of IWB to the average of the S&P500 Index (26.31), we can say IWB is valued rather cheaply.
The Price/Forward Earnings ratio is 7.35, which indicates a rather cheap valuation of IWB.
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's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 36.59.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.47 | ||
| Fwd PE | 7.35 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, IWB is valued cheaper than 85.19% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, IWB is valued cheaper than 92.59% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.89 | ||
| EV/EBITDA | 6.01 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.59
PEG (5Y)0.51
EPS Next 2Y8.48%
EPS Next 3Y7.05%
5. Dividend
5.1 Amount
IWB has a Yearly Dividend Yield of 2.31%.
Compared to an average industry Dividend Yield of 3.07, IWB has a dividend in line with its industry peers.
IWB's Dividend Yield is comparable with the S&P500 average which is at 2.40.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.31% |
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 (11/28/2025, 7:00:00 PM)
21
-0.6 (-2.78%)
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 Cap198.66M
Revenue(TTM)395.87M
Net Income(TTM)22.34M
Analysts85
Price Target34.32 (63.43%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.31% |
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)1.13%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)4.87%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-3.26%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.47 | ||
| Fwd PE | 7.35 | ||
| P/S | 0.49 | ||
| P/FCF | 4.89 | ||
| P/OCF | 4.7 | ||
| P/B | 0.88 | ||
| P/tB | N/A | ||
| EV/EBITDA | 6.01 |
EPS(TTM)2.48
EY11.81%
EPS(NY)2.86
Fwd EY13.6%
FCF(TTM)4.29
FCFY20.44%
OCF(TTM)4.47
OCFY21.28%
SpS42.49
BVpS23.94
TBVpS-2.96
PEG (NY)0.59
PEG (5Y)0.51
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 | 1.89 |
F-Score9
WACC6.18%
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 6 / 10 to IWB.MI.
Can you provide the valuation status for ITALIAN WINE BRANDS SPA?
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.
How financially healthy is ITALIAN WINE BRANDS SPA?
The financial health rating of ITALIAN WINE BRANDS SPA (IWB.MI) is 6 / 10.
Can you provide the expected EPS growth for IWB stock?
The Earnings per Share (EPS) of ITALIAN WINE BRANDS SPA (IWB.MI) is expected to grow by 14.26% in the next year.