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Financial Analysis

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v0.1
G.MI$38.40-0.80%
Fair $38.40+0.0%

G.MI

Assicurazioni Generali S.p.A.

Financial Services / Insurance - DiversifiedMilan

$38.40

-0.31 (-0.80%)

Fairly Valued+0.0%Fair Value $38.40Fund rank 32/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 50.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · G.MILocal privado en este navegador · Assicurazioni Generali S.p.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$57.4B

P/E

14.3x

↑

EV/EBITDA

N/A

•

ROE

13.0%

↑

Gross Margin

N/A

•

Debt/Equity

1.23

↑
52-Week Range$38
$30$40

TradingView lightweight chart

G.MI price, volumen y niveles de valoración

Último $38.40Periodo +35.6%
Fair value: $38.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+30.9%

FCF CAGR

+26.8%

FCF margin

25.9%

FCF / Net income

4.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.13B · net income $4.17B · FCF $19.23B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

5.6%-1.1% pts

FCF margin

25.9%-2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$74.13B$74.13B$58.53B$66.94B$33.06B
Net Income$4.17B$4.17B$3.72B$3.75B$2.23B
EPS2.702.702.452.431.41
Net Margin5.6%5.6%6.4%5.6%6.8%
Balance Sheet
Debt/Equity1.231.231.241.221.36
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$19.23B$19.23B$15.01B$1.55B$9.42B
Returns
ROE13.0%13.0%12.3%12.9%8.4%
Valuation
P/E14.2814.2811.608.1312.30
P/B1.851.851.421.051.03
Growth & Yield
Revenue Growth26.7%26.7%-12.6%102.5%—
EPS Growth10.3%10.3%0.7%72.3%—
Dividend Yield4.2%4.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$3.41

Spread vs growth

2.2%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$4.12

Spread vs growth

1.4%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$6.64

Spread vs growth

0.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +23.8%

Total return

+23.8%

Start / end P/E

13.1x → 14.2x

EPS bridge

2.45 → 2.70

Residual

+0.9%

EPS growth+10.3%
Multiple rerating+8.4%
Dividend+4.2%
Residual / FX / buybacks / cross-term+0.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.