Banca Generali S.p.A.

Banca Generali S.p.A.verified

BGN.MI

Price:

$40.26

Market Cap:

$4.60B

Banca Generali S.p.A. distributes financial products and services for affluent and private customers through financial advisors primarily in Italy. It operates through Wealth Management Cash-Generating Unit (CGU) and Private Banking CGU segments. The company offers asset management products, such as portfolio management, investment advisory and mutual fund management, and managed solutions consisting of funds and Sicavs, and financial and insurance wrappers; banking products and services; insurance products; and trade finance services. It operates 218 bank branches and financial advisor offices. The company was founded in 1997 and is headquartered in Trieste, Italy.[Read more]

Industry

Banks - Regional

IPO Date

2006-11-15

Stock Exchange

MIL

Ticker

BGN.MI

The ROE as of September 2024 (TTM) for Banca Generali S.p.A. (BGN.MI) is 10.95%

According to Banca Generali S.p.A.’s latest financial reports and current stock price. The company's current ROE is 10.95%. This represents a change of 60.46% compared to the average of 6.83% of the last 4 quarters.

Banca Generali S.p.A. (BGN.MI) Historical ROE (quarterly & annually)

How has BGN.MI ROE performed in the past?

The mean historical ROE of Banca Generali S.p.A. over the last ten years is 24.34%. The current 10.95% ROE has changed -55.00% with respect to the historical average. Over the past ten years (40 quarters), BGN.MI's ROE was at its highest in in the March 2015 quarter at 14.69%. The ROE was at its lowest in in the December 2023 quarter at 0.67%.

Quarterly (TTM)
Annual

Average

24.34%

Median

26.12%

Minimum

3.05%

Maximum

31.97%

Banca Generali S.p.A. (BGN.MI) ROE by Quarter and Year

Discovering the peaks and valleys of Banca Generali S.p.A. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 25.89%

Maximum Annual ROE = 31.97%

Minimum Annual Increase = -84.69%

Minimum Annual ROE = 3.05%

Quarterly (TTM)
Annual
YearROEChange
20233.05%-84.69%
202219.95%-31.75%
202129.23%25.89%
202023.21%-21.72%
201929.65%20.98%
201824.51%-11.60%
201727.73%15.00%
201624.11%-24.57%
201531.97%6.55%
201430.00%-1.64%

Banca Generali S.p.A. (BGN.MI) Average ROE

How has BGN.MI ROE performed in the past?

The current ROE of Banca Generali S.p.A. (BGN.MI) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

17.41%

5-year avg

21.02%

10-year avg

24.34%

Banca Generali S.p.A. (BGN.MI) ROE vs. Peers

How is BGN.MI’s ROE compared to its peers?

Banca Generali S.p.A.’s ROE is less than Azimut Holding S.p.A. (33.50%), less than Mediobanca Banca di Credito Finanziario S.p.A. (14.65%), less than Banca Mediolanum S.p.A. (25.45%), less than FinecoBank Banca Fineco S.p.A. (40.26%), less than Poste Italiane S.p.A. (18.97%),

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