ITALIAN WINE BRANDS SPA (IWB.MI) Stock Fundamental Analysis
BIT:IWB - IT0005075764 - Common Stock
22.1 EUR
0 (0%)
We assign a fundamental rating of 5 out of 10 to IWB. IWB was compared to 24 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 would make IWB suitable 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.
In the past 5 years IWB always reported a positive cash flow from operatings.
1.2 Ratios
IWB's Return On Assets of 4.47% is fine compared to the rest of the industry. IWB outperforms 66.67% of its industry peers.
IWB has a Return On Equity (9.86%) which is in line with its industry peers.
With a decent Return On Invested Capital value of 7.81%, IWB is doing good in the industry, outperforming 70.83% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for IWB is in line with the industry average of 7.87%.
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 worse Profit Margin (5.56%) than 66.67% of its industry peers.
In the last couple of years the Profit Margin of IWB has grown nicely.
With a Operating Margin value of 9.41%, IWB is not doing good in the industry: 75.00% of the companies in the same industry are doing better.
In the last couple of years the Operating Margin of IWB has grown nicely.
IWB's Gross Margin of 28.60% is on the low side compared to the rest of the industry. IWB is outperformed by 91.67% 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
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
Compared to 5 years ago, IWB has more shares outstanding
The debt/assets ratio for IWB has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 1.91 indicates that IWB is not a great score, but indicates only limited risk for bankruptcy at the moment.
IWB has a Altman-Z score (1.91) which 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.
With an excellent Debt to FCF ratio value of 3.67, IWB belongs to the best of the industry, outperforming 91.67% of the companies in the same industry.
IWB has a Debt/Equity ratio of 0.63. This is a neutral value indicating IWB is somewhat dependend on debt financing.
IWB's Debt to Equity ratio of 0.63 is fine compared to the rest of the industry. IWB outperforms 70.83% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 3.67 | ||
| Altman-Z | 1.91 |
ROIC/WACC1.24
WACC6.27%
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 54.17% of the companies in the same 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 is in the better half of the industry, outperforming 79.17% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.51 | ||
| Quick Ratio | 0.96 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 37.10% over the past year.
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 -6.34% in the last year.
The Revenue has been growing by 20.61% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)37.1%
EPS 3Y12.63%
EPS 5Y16.46%
EPS Q2Q%14.11%
Revenue 1Y (TTM)-6.34%
Revenue growth 3Y8.67%
Revenue growth 5Y20.61%
Sales Q2Q%-9.3%
3.2 Future
Based on estimates for the next years, IWB will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.04% on average per year.
The Revenue is expected to grow by 4.43% on average over the next years.
EPS Next Y8.95%
EPS Next 2Y6.89%
EPS Next 3Y8.04%
EPS Next 5YN/A
Revenue Next Year2.42%
Revenue Next 2Y2.17%
Revenue Next 3Y1.81%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 9.36, the valuation of IWB can be described as reasonable.
IWB's Price/Earnings ratio is rather cheap when compared to the industry. IWB is cheaper than 95.83% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.03, IWB is valued rather cheaply.
With a Price/Forward Earnings ratio of 8.36, the valuation of IWB can be described as very reasonable.
Based on the Price/Forward Earnings ratio, IWB is valued cheaper than 100.00% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 22.54. IWB is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.36 | ||
| Fwd PE | 8.36 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, IWB is valued a bit cheaper than the industry average as 79.17% of the companies are valued more expensively.
IWB's Price/Free Cash Flow ratio is rather cheap when compared to the industry. IWB is cheaper than 95.83% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 5.15 | ||
| EV/EBITDA | 6.23 |
4.3 Compensation for Growth
IWB's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
PEG (NY)1.05
PEG (5Y)0.57
EPS Next 2Y6.89%
EPS Next 3Y8.04%
5. Dividend
5.1 Amount
IWB has a Yearly Dividend Yield of 2.25%.
IWB's Dividend Yield is slightly below the industry average, which is at 2.88.
IWB's Dividend Yield is comparable with the S&P500 average which is at 2.45.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.25% |
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.
IWB's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP21.1%
EPS Next 2Y6.89%
EPS Next 3Y8.04%
BIT:IWB (9/9/2025, 7:00:00 PM)
22.1
0 (0%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)
Earnings (Next)
Inst Owners26.8%
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap209.07M
Analysts85
Price Target33.94 (53.57%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.25% |
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)2.51%
EPS NY rev (3m)2.51%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.22%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.36 | ||
| Fwd PE | 8.36 | ||
| P/S | 0.52 | ||
| P/FCF | 5.15 | ||
| P/OCF | 4.95 | ||
| P/B | 0.92 | ||
| P/tB | N/A | ||
| EV/EBITDA | 6.23 |
EPS(TTM)2.36
EY10.68%
EPS(NY)2.64
Fwd EY11.96%
FCF(TTM)4.29
FCFY19.42%
OCF(TTM)4.47
OCFY20.22%
SpS42.49
BVpS23.94
TBVpS-2.96
PEG (NY)1.05
PEG (5Y)0.57
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 | 1.91 |
F-Score9
WACC6.27%
ROIC/WACC1.24
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)37.1%
EPS 3Y12.63%
EPS 5Y16.46%
EPS Q2Q%14.11%
EPS Next Y8.95%
EPS Next 2Y6.89%
EPS Next 3Y8.04%
EPS Next 5YN/A
Revenue 1Y (TTM)-6.34%
Revenue growth 3Y8.67%
Revenue growth 5Y20.61%
Sales Q2Q%-9.3%
Revenue Next Year2.42%
Revenue Next 2Y2.17%
Revenue Next 3Y1.81%
Revenue Next 5Y4.43%
EBIT growth 1Y31.44%
EBIT growth 3Y18.19%
EBIT growth 5Y26.4%
EBIT Next Year49.06%
EBIT Next 3Y16.57%
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%