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Mediobanca Banca di Credito Finanziario S.p.A. (MB) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Mediobanca Banca di Credito Finanziario S.p.A.

MBMarket cap $24BPrice $29.4

Country🇮🇹Italy

SectorFinancials

IndustryBanks

Mediobanca runs Italy's premier investment bank and wealth management franchise, advising on the country's biggest mergers while quietly holding a massive stake in Generali. It's the dealmaker behind Italy's corporate elite.

In Bastion Portfolios?

52W Return+69%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+17%–

Rev CAGR (5y)+10%8

Earnings Forecast

EPS Growth Y+1+4%5

EPS Growth Y+2+9%6

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin0%4

Net Income Margin39%10

Free Cash Flow Margin113%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE9%4

ROA1%3

Earnings Stability1010

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)136

P/BV1.87

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%6

Dividend Yield2.4%6

Momentum

Short term

1 month return-8%3

3 month return-3%6

YTD return+50%9

Mid term

Price vs 52wHigh89%8

1 year return+65%9

Long term

3 year return+171%9

5 year return+268%9

Risk Shield

Price Risk

Beta1.42

Volatility31%7

Free Cash Flow

Free Cash Flow Margin113%10

Free Cash Flow Yield0.0%6

Quality

ROCE3%3

Earnings Stability1010

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

MBMediobanca Banca di Credito Finanziario S.p.A.

Revenue FY25$3.7B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+17%–

Revenue, next 5Y, CAGR+10%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+4%5

EPS growth, FY27E+9%6

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 6%/yr over the last 3 years and is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 10%/yr over five years.8/10

WATCH

Earnings are set to grow slower than sales (EPS about 4%/yr vs revenue 17%/yr), so margins are under pressure.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MBMediobanca Banca di Credito Finanziario S.p.A.

Total return Current730%

Price return Current408%

MOMENTUM RATING↗

STRONG77 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-3%6

YTD return+50%9

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+65%9

3-year return+171%9

5-year return+268%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +171% over three years and +268% over five, ahead of 80% of the market.

It's up 65% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+50%).

WATCH

Returns sit at the market level over three months (-3%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Mediobanca Banca. 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?

MBMediobanca Banca di Credito Finanziario S.p.A.

Revenue FY25$3.7B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+17%–

Revenue, next 5Y, CAGR+10%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+4%5

EPS growth, FY27E+9%6

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 6%/yr over the last 3 years and is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 10%/yr over five years.8/10

WATCH

Earnings are set to grow slower than sales (EPS about 4%/yr vs revenue 17%/yr), so margins are under pressure.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MBMediobanca Banca di Credito Finanziario S.p.A.

Total return Current730%

Price return Current408%

MOMENTUM RATING↗

STRONG77 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-3%6

YTD return+50%9

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+65%9

3-year return+171%9

5-year return+268%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +171% over three years and +268% over five, ahead of 80% of the market.

It's up 65% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+50%).

WATCH

Returns sit at the market level over three months (-3%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Mediobanca Banca. 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