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Azimut Holding S.p.A. (AZM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Azimut Holding S.p.A.

AZMMarket cap $6.07BPrice $42.5

Country🇮🇹Italy

SectorFinancials

IndustryCapital Markets

Manages and distributes investment funds and wealth management services across Italy and abroad, overseeing over €100 billion in assets. It's Italy's largest independent asset manager, competing directly against banking giants without owning a single bank branch.

In Bastion Portfolios?

52W Return+21%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+7%6

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+8%6

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1-17%2

EPS Growth Y+2+10%7

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin44%10

Net Income Margin34%9

Free Cash Flow Margin42%10

Debt

Net Debt/EBITDA-0.510

Efficiency

ROE28%9

ROA5%6

Earnings Stability44

GEAR+VERY STRONG96

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)108

P/BV2.75

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%9

Dividend Yield5.3%10

Momentum

Short term

1 month return-3%6

3 month return+4%7

YTD return+11%6

Mid term

Price vs 52wHigh94%9

1 year return+19%7

Long term

3 year return+113%8

5 year return+113%8

Risk Shield

Price Risk

Beta1.04

Volatility27%8

Free Cash Flow

Free Cash Flow Margin42%10

Free Cash Flow Yield0.0%9

Quality

ROCE7%6

Earnings Stability44

Net Debt/EBITDA-0.510

02Growth

Is it actually growing, and how fast?

AZMAzimut Holding S.p.A.

Revenue FY25$1.6B

GROWTH RATING↗

AVERAGE45 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-17%2

EPS growth, FY27E+10%7

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 45% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, in line with the market.5/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 8%/yr). One year dips: EPS falls 17% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

AZMAzimut Holding S.p.A.

Total return Current323%

Price return Current155%

MOMENTUM RATING↗

STRONG82 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+4%7

YTD return+11%6

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+19%7

3-year return+113%8

5-year return+113%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +113% over three years and +113% over five, ahead of 70% of the market.

It's up 19% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+4%).

WATCH

Returns sit at the market level over the past month (-3%) and so far this year (+11%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Azimut Holding S.p.A.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

AZMAzimut Holding S.p.A.

Revenue FY25$1.6B

GROWTH RATING↗

AVERAGE45 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-17%2

EPS growth, FY27E+10%7

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 45% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, in line with the market.5/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 8%/yr). One year dips: EPS falls 17% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

AZMAzimut Holding S.p.A.

Total return Current323%

Price return Current155%

MOMENTUM RATING↗

STRONG82 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+4%7

YTD return+11%6

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+19%7

3-year return+113%8

5-year return+113%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +113% over three years and +113% over five, ahead of 70% of the market.

It's up 19% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+4%).

WATCH

Returns sit at the market level over the past month (-3%) and so far this year (+11%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Azimut Holding S.p.A.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community