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Banca Generali S.p.A. (BGN.MI)
Milan, TS, IT
Banca Generali S.p.A., founded in 1997 and headquartered in Trieste, Italy, focuses on providing a wide array of financial products and services. The firm primarily caters to affluent and high-net-worth clients within Italy, distributing its offerings through a dedicated network of financial advisors. Its operational structure is divided into two main segments: Wealth Management and Private Banking. The company's extensive service portfolio includes asset management solutions such as personalized portfolio management, investment advisory, and the administration of mutual funds. It also offers sophisticated managed solutions, which encompass various funds, SICAVs, and both financial and insurance-linked wrapper products. Additionally, Banca Generali delivers traditional banking and insurance services, alongside specialized trade finance solutions. The company maintains a significant physical presence, operating 218 bank branches and financial advisor offices.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.52% | -0.86% | +8.20% | +6.20% | +7.09% | -0.35% | +1.32% | +89.06% | +76.62% | +147.95% | +536.36% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth+26.7% Q1'26: -3.2% (vs Q1'25)
-
EPS growth+3.4% Q1'26: +14.4% (vs Q1'25)
-
FCF margin— Q1'26: +0.0% (vs Q1'25)
-
EBIT margin— Q1'26: +61.4% (vs Q1'25)
-
ROIC— Q1'26: +22.2% (vs Q1'25)
-
Share dilution-0.1% Q1'26: +2.5% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.86× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 6 EPS Ana. |
Dec 2027 6 Rev. Ana. 6 EPS Ana. |
Dec 2028 5 Rev. Ana. 5 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
511.91M
est: 468.71M (+9.2%)
|
452.35M
est: 412.23M (+9.7%)
|
549.09M
est: 480.07M (+14.4%)
|
538.35M
est: 437.80M (+23.0%)
|
672.91M
est: 548.58M (+22.7%)
|
717.32M
est: 598.04M (+19.9%)
|
816.01M
est: 774.86M (+5.3%)
|
764.90M
est: 633.35M (+20.8%)
|
1.05B
est: 905.94M (+15.8%)
|
1.30B
est: 952.50M (+36.8%)
|
1.65B
est: 979.78M (+68.5%)
|
1.05B
1.04B – 1.06B
+7.0% YoY
|
1.10B
1.06B – 1.12B
+4.5% YoY
|
1.15B
1.15B – 1.16B
+5.1% YoY
|
1.12B
1.10B – 1.14B
-2.4% YoY
|
| EBITDA |
243.55M
est: 227.10M (+7.2%)
|
190.78M
est: 199.74M (-4.5%)
|
246.71M
est: 232.61M (+6.1%)
|
229.06M
est: 212.13M (+8.0%)
|
355.27M
est: 265.80M (+33.7%)
|
380.25M
est: 289.77M (+31.2%)
|
428.40M
est: 375.45M (+14.1%)
|
359.05M
est: 306.88M (+17.0%)
|
483.65M
est: 406.06M (+19.1%)
|
569.77M
est: 426.93M (+33.5%)
|
575.20M
est: 439.15M (+31.0%)
|
469.83M
465.65M – 472.92M
+7.0% YoY
|
490.83M
473.06M – 502.51M
+4.5% YoY
|
515.75M
513.23M – 518.26M
+5.1% YoY
|
503.35M
491.85M – 511.09M
-2.4% YoY
|
| EBIT |
238.24M
est: 210.65M (+13.1%)
|
184.84M
est: 185.27M (-0.2%)
|
238.57M
est: 215.75M (+10.6%)
|
219.76M
est: 196.76M (+11.7%)
|
325.31M
est: 246.54M (+31.9%)
|
347.29M
est: 268.78M (+29.2%)
|
392.75M
est: 348.24M (+12.8%)
|
322.35M
est: 284.64M (+13.2%)
|
443.85M
est: 382.57M (+16.0%)
|
569.77M
est: 402.24M (+41.7%)
|
575.20M
est: 413.76M (+39.0%)
|
442.66M
438.72M – 445.57M
+7.0% YoY
|
462.45M
445.70M – 473.45M
+4.5% YoY
|
485.92M
483.55M – 488.29M
+5.1% YoY
|
474.24M
463.40M – 481.53M
-2.4% YoY
|
| Net Income |
203.56M
est: 197.80M (+2.9%)
|
155.89M
est: 153.48M (+1.6%)
|
204.11M
est: 198.69M (+2.7%)
|
180.13M
est: 168.92M (+6.6%)
|
272.14M
est: 233.10M (+16.7%)
|
274.92M
est: 253.41M (+8.5%)
|
323.10M
est: 334.79M (-3.5%)
|
213.03M
est: 227.27M (-6.3%)
|
326.14M
est: 390.64M (-16.5%)
|
431.23M
est: 403.15M (+7.0%)
|
445.80M
est: 388.77M (+14.7%)
|
427.03M
371.28M – 431.42M
+9.8% YoY
|
439.97M
388.21M – 444.20M
+3.0% YoY
|
458.75M
434.23M – 471.18M
+4.3% YoY
|
443.98M
430.80M – 452.86M
-3.2% YoY
|
| SGA |
62.11M
est: 66.24M (-6.2%)
|
66.12M
est: 58.26M (+13.5%)
|
65.36M
est: 67.84M (-3.7%)
|
72.78M
est: 61.87M (+17.6%)
|
79.72M
est: 77.52M (+2.8%)
|
85.86M
est: 84.51M (+1.6%)
|
203.79M
est: 109.50M (+86.1%)
|
108.73M
est: 89.50M (+21.5%)
|
112.01M
est: 124.40M (-10.0%)
|
115.00M
est: 130.79M (-12.1%)
|
164.50M
est: 134.53M (+22.3%)
|
143.93M
142.65M – 144.88M
+7.0% YoY
|
150.37M
144.92M – 153.95M
+4.5% YoY
|
158.00M
157.23M – 158.77M
+5.1% YoY
|
154.20M
150.68M – 156.57M
-2.4% YoY
|
| EPS |
1.76
est: 1.74 (+1.4%)
|
1.34
est: 1.35 (-0.5%)
|
1.75
est: 1.74 (+0.4%)
|
1.56
est: 1.48 (+5.3%)
|
2.35
est: 2.04 (+14.9%)
|
2.38
est: 2.22 (+7.1%)
|
2.81
est: 2.94 (-4.3%)
|
1.86
est: 1.98 (-6.1%)
|
2.86
est: 3.43 (-16.6%)
|
3.78
est: 3.56 (+6.3%)
|
3.91
est: 3.43 (+14.0%)
|
3.59
3.26 – 3.79
+4.8% YoY
|
3.75
3.41 – 3.90
+4.4% YoY
|
3.94
3.81 – 4.14
+5.1% YoY
|
3.90
3.78 – 3.97
-1.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco EURO STOXX High Dividend Low Volatility UCITS ETF EUHD.L | 2.09% | 13.14M | 0.30% |
| 2 | iShares EURO STOXX Small UCITS ETF DJSC.L | 1.33% | 6.48M | 0.40% |
| 3 | State Street SPDR EURO STOXX Low Volatility UCITS ETF (Acc) ZPRL.DE | 0.94% | 336.9K | 0.30% |
| 4 | NYLI International Small-Mid Cap Equity ETF NISM | 0.73% | 183.1K | 0.70% |
| 5 | Amundi MSCI EMU Small Cap ESG Broad Transition UCITS ETF Dist MMS.PA | 0.69% | 4.90M | 0.40% |
| 6 | Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D XD3E.L | 0.69% | 5.96M | 0.30% |
| 7 | UBS MSCI EMU Small Cap UCITS ETF EUR dis UEFD.DE | 0.68% | 5.04M | 0.33% |
| 8 | iShares MSCI EMU Small Cap UCITS ETF CES1.L | 0.68% | 7.13M | 0.58% |
| 9 | Amundi Italy MIB ESG UCITS ETF Acc FMI.PA | 0.59% | 1.26M | 0.18% |
| 10 | iShares STOXX Europe Small 200 UCITS ETF (DE) EXSE.DE | 0.58% | 3.97M | 0.20% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Gian Maria Mossa | GM, Chief Executive Officer & Executive Director | 2M | male |
| Carmelo Reale | Head of the General Counsel, Group Sustainability Area & Secretary of the Board | — | male |
| Giuliana Pagliari | Head of Investor Relations | — | female |
| Luca Giaimo | Chief Compliance Officer | — | male |
| Michele Seghizzi | Chief Communication Officer & External Relations | — | male |
| Riccardo Renna | Chief Operation Officer & Innovation | — | male |
| Stefano Insaghi | Head of Business Support Department | — | male |
| Tommaso Di Russo | Head of Strategy, Chief Financial Officer & Manager of Financial Reports | — | male |
| Antonio Bucci | Chief Risk Officer | — | male |
| Valentina Frezza | Chief People Officer | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BGN.MI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
