AZIHF:OTC-Azimut Holding S.p.A (USD)

COMMON STOCK | Asset Management | OTC

Last Closing Price

USD 23.90

Change

0.00 (0.00)%

Market Cap

USD 3.93B

Avg Analyst Target

N/A

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Azimut Holding S.p.A., together with its subsidiaries, distributes, manages, and promotes financial and insurance products. The company offers mutual fund management, life and third party insurances, wealth management, investment portfolio individual management, insurance mediation, financial planning, and fund and asset management services; order receipt and transmission activities; invests in the digital sector; and manages Italian, pension, alternative, discretionary, private equity and debt funds, and various other investment plans, as well as placement and financial advisory services. It operates in Luxembourg, Ireland, China, Monaco, Switzerland, Singapore, Brazil, Mexico, Taiwan, Chile, Australia, Turkey, the United States, the United Arab Emirates, and Egypt. The company was incorporated in 1989 and is based in Milan, Italy.

Company Website : http://www.azimut.it

Address : Via Cusani, 4, Milan, MI, Italy, 20121

Employees : 1,359

Fiscal Year End : December

Currency: USD

Country : USA

Technical Indicators

Beta : 1.82

52 Week High : 23.90

52 Week Low : 16.53

200 Day Moving Average : 22.97

50 Day Moving Average : 23.90

Shares Held By Insiders : 20.01%

Shares Held by Institutions : 23.12%

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-09-24 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
IVSXF Investor AB (publ)

N/A

 USD68.24B 3.65 1.68
IVSBF Investor AB (publ)

N/A

 USD67.29B 3.60 1.68
PGPHF Partners Group Holding AG

-41.17 (-2.26%)

 USD47.88B 39.66 33.78
TGOPF 3i Group plc

N/A

 USD38.91B 6.91 N/A
TGOPY 3i Group plc

-0.08 (-0.86%)

 USD17.69B 6.93 N/A
GBLBF Groupe Bruxelles Lambert SA

N/A

 USD17.44B 44.02 15.98
GBLBY Groupe Bruxelles Lambert SA

N/A

 USD17.24B 43.79 15.98
HALFF HAL Trust

N/A

 USD15.65B 11.62 11.71
CHYYY CHYYY

N/A

 USD15.54B 13.20 -5.40
JBARF Julius Bär Gruppe AG

N/A

 USD14.48B 16.66 N/A

ETFs Containing AZIHF

Symbol Name Weight Mer Price(Change) Market Cap
PSES:LSE Invesco FTSE RAFI Europe .. 0.00 % 0.39 %

N/A

 USD8.07M
PWD:PA Invesco FTSE RAFI Europe .. 0.00 % 0.39 %

N/A

 USD8.07M
6PSD:F Invesco FTSE RAFI Europe .. 0.00 % 0.39 %

N/A

 USD8.07M
6PSD:XETRA Invesco FTSE RAFI Europe .. 0.00 % 0.39 %

N/A

 USD8.07M

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)		 Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.79% 64% D 64% D
Dividend Return 5.26% 85% B 77% C+
Total Return 31.05% 66% D 66% D
Trailing 12 Months  
Capital Gain 37.75% 55% F 58% F
Dividend Return 5.76% 70% C- 70% C-
Total Return 43.52% 57% F 59% F
Trailing 5 Years  
Capital Gain 213.44% 77% C+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 213.44% 77% C+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 41.59% 68% D+ 69% D+
Dividend Return 2.99% 62% D- 62% D-
Total Return 44.58% 68% D+ 69% D+
Risk Return Profile  
Volatility (Standard Deviation) 98.99% 38% F 34% F
Risk Adjusted Return 45.04% 79% C+ 69% D+
Market Capitalization 3.93B 81% B- 79% C+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)		 Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 6.08 53% F 77% C+
Price/Book Ratio 2.87 24% F 37% F
Price / Cash Flow Ratio 13.62 30% F 15% F
EV/EBITDA 9.38 32% F 34% F
Management Effectiveness  
Return on Equity 60.00% 95% A 97% A+
Return on Invested Capital 6.48% 78% C+ 64% D
Return on Assets 3.82% 57% F 75% C
Debt to Equity Ratio 104.74% 16% F 17% F
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.82 23% F 20% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector