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

COMMON STOCK | Asset Management | OTC

Last Closing Price

USD 43.24

Change

0.00 (0.00)%

Market Cap

USD 3.01B

Average Target Price

N/A
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 insurance, wealth management, investment portfolio individual management, insurance mediation, financial planning consultancy, and fund and asset management services; invests in the digital sector; and manages Italian, pension, alternative, discretionary, and private equity funds. It operates in Italy, Luxembourg, Ireland, China, Monaco, Switzerland, Singapore, Brazil, Mexico, Taiwan, Chile, Australia, Turkey, the United States, the United Arab Emirates, and Egypt. The company was founded in 1989 and is based in Milan, Italy.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-01-24 )

Largest Industry Peers for Asset Management

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

N/A

USD57.38B 12.02 1.68
IVSBF Investor AB (publ)

N/A

USD57.38B 12.17 1.68
PGPHF Partners Group Holding AG

N/A

USD31.90B 41.69 30.19
TGOPF 3i Group plc

N/A

USD30.28B 7.68 N/A
GBLBF Groupe Bruxelles Lambert SA

N/A

USD15.65B 26.49 18.41
GBLBY Groupe Bruxelles Lambert SA

N/A

USD15.65B 26.01 18.41
CHYYY CHYYY

N/A

USD15.54B 13.20 -5.40
TGOPY 3i Group plc

N/A

USD15.40B 7.77 N/A
JBAXY Julius Bär Gruppe AG

N/A

USD13.72B 17.08 N/A
JBARF Julius Bär Gruppe AG

N/A

USD13.72B 15.51 N/A

ETFs Containing AZIHY

Symbol Name Weight Mer Price(Change) Market Cap

N/A

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 N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain -10.64% 37% F 33% F
Dividend Return 4.54% 74% C 79% C+
Total Return -6.11% 41% F 36% F
Trailing 5 Years  
Capital Gain 3.49% 37% F 40% F
Dividend Return 23.49% 57% F 72% C-
Total Return 26.98% 47% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 5.05% 56% F 51% F
Dividend Return 6.07% 87% B+ 78% C+
Total Return 11.12% 60% D- 57% F
Risk Return Profile  
Volatility (Standard Deviation) 38.10% 45% F 50% F
Risk Adjusted Return 29.18% 68% D+ 61% D-
Market Capitalization 3.01B 79% C+ 77% C+
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%

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 15.15 43% F 48% F
Price/Book Ratio 3.37 23% F 33% F
Price / Cash Flow Ratio 3.07 42% F 31% F
EV/EBITDA 9.03 41% F 36% F
Management Effectiveness  
Return on Equity 51.99% 96% A 98% A+
Return on Invested Capital 9.34% 75% C 68% D+
Return on Assets 3.81% 74% C 79% C+
Debt to Equity Ratio 121.97% 20% F 15% 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 1.91 17% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

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 earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Higly 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.