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Assicurazioni Generali S.p.A. (G) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Assicurazioni Generali S.p.A.

GMarket cap $71BPrice $46.6

Country🇮🇹Italy

SectorFinancials

IndustryInsurance

Provides insurance and financial services across 50 countries, protecting 65 million customers' lives and assets. Europe's third-largest insurer by premiums, managing over €650 billion in investments worldwide.

In Bastion Portfolios?

52W Return+31%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)-0%2

Rev CAGR (3y)+4%4

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1+12%7

EPS Growth Y+2+7%6

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin13%5

Net Income Margin8%5

Free Cash Flow Margin37%10

Debt

Net Debt/EBITDA4.32

Efficiency

ROE15%6

ROA1%3

Earnings Stability77

GEAR+AVERAGE66

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)117

P/BV2.07

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%7

Dividend Yield3.9%8

Momentum

Short term

1 month return-7%4

3 month return-1%6

YTD return+21%8

Mid term

Price vs 52wHigh90%8

1 year return+31%8

Long term

3 year return+154%9

5 year return+194%9

Risk Shield

Price Risk

Beta0.76

Volatility19%10

Free Cash Flow

Free Cash Flow Margin37%10

Free Cash Flow Yield0.0%7

Quality

ROCE1%3

Earnings Stability77

Net Debt/EBITDA4.32

02Growth

Is it actually growing, and how fast?

GAssicurazioni Generali S.p.A.

Revenue FY25$67.6B

GROWTH RATING↗

WEAK29 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-0%2

Revenue, next 3Y, CAGR+4%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+12%7

EPS growth, FY27E+7%6

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 4%/yr).

WATCH

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 71% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

GAssicurazioni Generali S.p.A.

Total return Current462%

Price return Current214%

MOMENTUM RATING↗

STRONG78 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-1%6

YTD return+21%8

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+31%8

3-year return+154%9

5-year return+194%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +154% over three years and +194% over five, ahead of 80% of the market.

It's up 31% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+21%).

WATCH

Returns sit at the market level over the past month (-7%) and over three months (-1%).

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 Generali. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

GAssicurazioni Generali S.p.A.

Revenue FY25$67.6B

GROWTH RATING↗

WEAK29 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-0%2

Revenue, next 3Y, CAGR+4%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+12%7

EPS growth, FY27E+7%6

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 4%/yr).

WATCH

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 71% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

GAssicurazioni Generali S.p.A.

Total return Current462%

Price return Current214%

MOMENTUM RATING↗

STRONG78 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-1%6

YTD return+21%8

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+31%8

3-year return+154%9

5-year return+194%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +154% over three years and +194% over five, ahead of 80% of the market.

It's up 31% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+21%).

WATCH

Returns sit at the market level over the past month (-7%) and over three months (-1%).

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 Generali. 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