Valuation Generali

Stocks

Market Closed - Borsa Italiana 16:45:00 21/08/2026 BST			5-day change	1st Jan Change
42.99 ^EUR	+0.35%		-2.43%	+20.25%

08-21	Banca Generali takes note of MPS's "unsolicited" offer	AN
08-21	Banca Monte dei Paschi di Siena S.p.A. proposed to acquire Banca Generali S.p.A. from Assicurazioni Generali S.p.A. (BIT:G) and others for ?9.3 billion.	CI

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	29,338	25,706	29,467	41,489	53,739	65,001	-	-
Change	-	-12.38%	14.63%	40.8%	29.52%	20.96%	-	-
Enterprise Value (EV) ¹	29,338	67,116	66,483	78,884	95,273	106,516	106,196	105,834
Change	-	128.77%	-0.94%	18.65%	20.78%	11.8%	-0.3%	-0.34%
P/E	10.5x	9.03x	7.86x	11.3x	13.2x	13.6x	12.6x	11.9x
PBR	1x	1.59x	1.04x	1.37x	1.71x	1.91x	1.79x	1.67x
PEG	-	2.68x	0.2x	-27.46x	1.1x	0.8x	1.61x	1.92x
Capitalization / Revenue	0.39x	0.32x	0.36x	0.44x	0.55x	0.63x	0.6x	0.58x
EV / Revenue	0.39x	0.82x	0.81x	0.83x	0.97x	1.03x	0.99x	0.94x
EV / EBITDA	-	-	-	-	-	1.04x	1x	0.96x
EV / EBIT	5.01x	10.3x	9.66x	10.8x	11.9x	12.2x	11.6x	11x
EV / FCF	1.65x	6.78x	55.2x	5.33x	4.95x	26x	22.3x	22x
FCF Yield	60.7%	14.7%	1.81%	18.8%	20.2%	3.85%	4.48%	4.55%
Dividend per Share ²	1.07	1.16	1.28	1.43	1.64	1.814	1.99	2.154
Rate of return	5.74%	6.98%	6.7%	5.24%	4.59%	4.22%	4.63%	5.01%
EPS ²	1.78	1.84	2.43	2.42	2.711	3.154	3.4	3.611
Distribution rate	60.1%	63%	52.7%	59.1%	60.5%	57.5%	58.5%	59.6%
Net sales ¹	75,825	81,538	82,466	95,190	98,124	103,146	107,538	112,605
EBITDA ¹	-	-	-	-	-	102,140	106,475	110,666
EBIT ¹	5,852	6,509	6,879	7,295	8,004	8,753	9,161	9,659
Net income ¹	2,847	2,912	3,747	3,724	4,172	4,757	5,093	5,382
Net Debt ¹	-	41,410	37,016	37,395	41,534	41,515	41,196	40,833
Reference price ²	18.63	16.62	19.10	27.27	35.75	42.99	42.99	42.99
Nbr of stocks (in thousands)	1,574,760	1,547,172	1,542,345	1,521,425	1,503,178	1,511,997	-	-
Announcement Date	15/03/22	14/03/23	12/03/24	12/03/25	12/03/26	-	-	-

¹EUR in Million²EUR

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
GENERALI	13.63x	1.03x	1.04x	4.22%	75.88B
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.	6.77x	5.02x	-	5.42%	138B
AXA	10.6x	0.86x	-	5.72%	103B
AIA GROUP LIMITED	12.92x	-	-	2.86%	98.76B
MANULIFE FINANCIAL CORPORATION	14.07x	-	-	3.31%	70.63B
METLIFE, INC.	12.14x	-	-	2.48%	59.95B
AFLAC INCORPORATED	16.32x	3.09x	-	2.11%	58.19B
GREAT-WEST LIFECO INC.	16.89x	-	-	3.03%	57.69B
CATHAY FINANCIAL HOLDING CO., LTD.	12.07x	-	-	4.56%	46.3B
SUN LIFE FINANCIAL INC.	16.42x	-	-	3.49%	44B
Average	13.18x	2.50x	1.04x	3.72%	75.26B
Weighted average by Cap.	12.31x	2.77x	1.04x	3.97%